2025-05-12T14:08:07-05:00 2024-12-31 382706146 YEO & YEO PC 1450 Eisenhower Place Ann Arbor MI 481083283 990 2024-01-01 386070739 Jackson Community Foundation JACK 5177871321 100 S Jackson St Suite 200 Jackson MI 49201 Monica Moser President/CEO 5177871321 2025-05-08 1 0 Jamie L Rivette P01306226 7347691331 2025-05-08 2024 2025-03-06 01:10:19Z Monica Moser 100 S Jackson St Suite 200 Jackson MI 49201 31322823 0 X www.jacksoncf.org X 1948 MI The purpose of the Jackson Community Foundation is to connect people and resources to causes that strengthen and build our community. The Foundation does this by building permanent endowment funds to support its work as a community grantmaker and community leader. 18 18 10 169 0 0 4175889 2895146 25000 50000 1283350 3658243 -12376 0 5471863 6603389 2148853 2184686 0 0 494508 538768 0 0 132638 395933 523594 3039294 3247048 2432569 3356341 49567314 55101901 268981 2835663 49298333 52266238 X We connect people and resources to causes that strengthen and build our community for Jackson for good forever. 0 0 2724192 2184686 50000 The Corporation has been formed to receive and administer funds and other assets for charitable purposes primarily for the benefit of the residents of Jackson County and to facilitate community members' philanthropy. If the charitable purposes are met and the constraints of certain types of funds are followed, acceptable grant recipients include public charities, private operating foundations, units of government, schools, individuals, groups, and businesses/corporations/for-profit organizations.The Foundation prioritizes funding for programs, services, and systems change initiatives that provide opportunities for learning, action, and advocacy aimed at advancing diversity, equity, and inclusion in Jackson County. To achieve this priority, JCF funds initiatives that take a targeted approach to strengthening the Jackson community by focusing on one of the following Aims, commonly known as objectives including the following: We Reach our Full Potential, We Are Safe, We are Healthy, Our Basic Needs Are Met, and We Live in a Socially Just Community. 2724192 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X X Monica Moser 5177871321 100 S Jackson St Ste 200 Jackson MI 49201 Sarah Ermatinger Trustee 2.00 X 0 0 0 Michelle Fowler Treasurer 1.00 X X 0 0 0 Jeremy Frew Trustee 1.00 X 0 0 0 Tobin Dunigan Trustee 2.00 X 0 0 0 Victoria Moore Trustee 2.00 X 0 0 0 Jeff Karmol Trustee 1.00 X 0 0 0 Rick Mills Trustee 2.00 X 0 0 0 Nick Reynolds Trustee 1.00 X 0 0 0 Sheila Patterson Trustee 1.00 X 0 0 0 Marcus Gill Trustee 1.00 X 0 0 0 Tovah Sheldon Trustee 1.00 X 0 0 0 Carl Spaeth Trustee 1.00 X 0 0 0 Kevin Sykes Trustee 2.00 X 0 0 0 Renell Weathers Board Chair 2.00 X X 0 0 0 Angela Wetherby Trustee 1.00 X 0 0 0 Rajanya Gosh Trustee 1.00 X 0 0 0 Fatima Bashir Trustee 1.00 X 0 0 0 Stuart Smith Trustee 1.00 X 0 0 0 Monica Moser President/CEO 40.00 X 143510 0 7175 143510 0 7175 1 0 1 0 0 25000 2870146 964374 2895146 Administration fee 525920 50000 50000 50000 1149905 1149905 27227772 24719434 2508338 2508338 2508338 6603389 3708243 0 0 1987379 1987379 197307 197307 150685 45206 58767 46712 310344 170080 111958 28306 14358 8398 3662 2298 28781 13077 12156 3548 34600 16248 12802 5550 1000 1000 57625 57625 155769 155769 137939 79774 58165 17048 17048 19755 5329 5233 9193 48801 20009 20984 7808 3631 3631 18951 11542 7409 7937 3254 3413 1270 12259 5026 5272 1961 Professional dues 18876 18876 Entertainment 9620 1233 8387 Bank service fees 5313 5313 Miscellaneous 3071 3071 5999 1490 3952 557 3247048 2724192 390218 132638 180434 963990 200391 119771 18158 153929 2634 6797 67478 37525 37889 29953 37841049 40360004 6779430 8019723 4507329 5447734 49567314 55101901 18788 19067 26976 9594 2425056 223217 381946 268981 2835663 X 43408606 45126317 5889727 7139921 49298333 52266238 49567314 55101901 X 3356341 1214751 -2425056 821869 X 0 1 X 1 0 X 3066300 7725663 3696240 4175889 2920146 21584238 3066300 7725663 3696240 4175889 2920146 21584238 11210762 10373476 555091 876390 797276 1069724 1149905 4448386 5885 4210 2950 13045 26045669 4574086 0.39830 0.45140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 282 1110584 1800631 1045501 1139185 6742386 45523851 1 1 0 1 X 35815175 2418170 3850184 2714997 39368532 30430899 3294940 4624747 2535411 35815175 34079502 3799555 -5089247 2358911 30430899 24972097 7058257 4057105 2007957 34079502 22505007 2705494 2646533 2884937 24972097 1.00000 0 0 67478 37525 29953 29953 Alternatives 8019723 F 8019723 Beneficial interest in trusts 5081658 Right of use asset - operating lease 366076 5447734 Operating lease net current portion 346438 Opearting lease current portion 30316 Miscellaneous 5192 381946 8276088 1214751 821869 2036620 6239468 123592 240329 363921 6603389 3069462 0 3069462 123592 53994 177586 3247048 Part IV, Line 2b: The Foundation holds amounts on behalf of others. The funds are set up by unaffiliated non-profit organizations for their own benefit with the Foundation. Part V, Line 4: The Jackson Community Foundation (The Foundation), a nonprofit organization tax-exempt under Internal Revenue Code Section 501(c)(3), receives and administers gifts and bequests which are used to support a variety of programs for the benefit of local area residents including scientific, educational, social, cultural, recreational and other charitable endeavors. Part XI, Line 2d - Other Adjustments: Change in value beneficial trust 821,869. Fundraising events Part XI, Line 4b - Other Adjustments: Agency unrealized gain 30,967. Agency interest & dividends 48,060. Agency realized gain 161,302. Agency grants Part XII, Line 4b - Other Adjustments: Agency grant expense 21,817. Agency investment fees 32,177. Direct fundraising expenses 1 Big Brothers Big Sisters of Jackson County Inc 536 N Jackson St Jackson MI 49201 382221204 501 {c}3 5304 0 donor advised Catholic Charities of Jackson Lenawee & Hillsdale Counties 3425 Francis Street Jackson MI 49203 381818593 501 {c}3 5119 0 designated Center for Family Health Inc 817 W High Street Jackson MI 49203 383251354 501 {c}3 31152 0 designated College and Career Access Center 1082 Boardman Rd Jackson MI 49202 271441054 501 {c}3 82543 0 donor advised, operational support, robotics grant Dahlem Conservancy 7117 S Jackson Rd Jackson MI 49201 412155768 501 {c}3 217829 0 designated Ella Sharp Museum 3225 Fourth St Jackson MI 49203 381785309 501 {c}3 12121 0 agency fund grant Family Service & Children's Aid 306 W Michigan Ave Jackson MI 49201 386088382 501 {c}3 5304 0 donor advised FIRST Attn Finance Manchester NH 03101 222990908 501 {c}3 100000 0 robotics grant FIRST in Michigan 5844 Independence Lane West Bloomfield MI 48322 331184695 501 {c}3 500000 0 robotics grant Hanover-Horton School District 10000 Moscow Road Horton MI 49246 386001847 35988 0 designated Jackson County Parks Association 200 W Ganson Street Jackson MI 49201 386004845 21148 0 designated Jackson Interfaith Shelter 414 S Blackstone St Jackson MI 49204 382117378 501 {c}3 21339 0 donor advised, designated Jackson School of the Arts Association PO Box 1432 Jackson MI 49204 383581314 501 {c}3 16297 0 donor advised Jackson Symphony Orchestra 215 W Michigan Ave Jackson MI 49201 382146747 501 {c}3 5667 0 agency fund grant Legal Services of South Central Michigan 540 N Jackson Street Jackson MI 49201 381845444 501 {c}3 25304 0 donor advised, operational support New Smiles New Beginnings Inc 320-1/2 Orange St Jackson MI 49202 921955059 501 {c}3 11015 0 student services Nonprofit Network 209 East Washington Ave Jackson MI 49201 383444092 501 {c}3 13985 0 operational support Partial to Girls 711 South Mechanic Jackson MI 49203 851394411 501 {c}3 8833 0 community services Queen of the Miraculous Medal School 811 S Wisner St Jackson MI 49203 381358402 501 {c}3 16035 0 designated Residents in Action 915 Orchard Place Jackson MI 49203 932087181 501 {c}3 15000 0 housing Shalom Center The Shalom Center Philadelphia PA 19119 232424621 501 {c}3 10000 0 donor advised Southeastern Dispute Resolution Services 211 W Ganson St Jackson MI 49201 453861988 501 {c}3 13106 0 housing St Mary Star of the Sea Catholic Church 120 E Wesley St Jackson MI 49201 381381289 501 {c}3 26223 0 designated St Paul's Episcopal Church 309 S Jackson Jackson MI 49201 381358005 501 {c}3 10000 0 donor advised St Vincent DePaul Society 606 S Wisner St Jackson MI 49203 272168761 501 {c}3 16035 0 designated The Shop Rat Foundation Inc 133 W Michigan Ave Suite A Jackson MI 49201 383700259 501 {c}3 150000 0 robotics grant United Way of South Central Michigan 536 N Jackson St Jackson MI 49201 381359193 501 {c}3 7788 0 designated Young People of Purpose 116 Chittock Jackson MI 49203 814766218 501 {c}3 10000 0 youth services John George Home 1501 E Ganson Street Jackson MI 49202 381347563 501 {c}3 10608 0 donor advised Jackson High School 544 Wildwood Avenue Jackson MI 49201 386001907 7000 0 donor advised Rise Above 936 Fleming Ave Jackson MI 49202 208029145 501 {c}3 5304 0 donor advised Council for the Prevention of Child Abuse and Neglect 606 Greenwood Place Jackson MI 49203 382331754 501 {c}3 5304 0 donor advised Jackson Friendly Home 435 W North Street Jackson MI 49202 381367314 501 {c}3 5304 0 donor advised Jackson Community Food Pantry 701 Greenwood Avenue Jackson MI 49203 274629440 501 {c}3 5304 0 donor advised Community Action Agency 1214 Greenwood Avenue Jackson MI 49203 381803599 501 {c}3 20000 0 community services Kids 'N' Stuff An Interactive Experince for Kids 301 S Superior Street Albion MI 49224 383580496 501 {c}3 14335 0 youth services Dungytreei Heritage Foundation 324 E High Street Jackson MI 49203 850701492 501 {c}3 5965 0 youth services Jackson YMCA 127 W Wesley Street Jackson MI 49201 381381139 501 {c}3 25455 0 family services, operational support WAVE 12172 Jackson Rd Dexter MI 48130 382122970 501 {c}3 20000 0 transportation United Center for Caring 801 S Mechanic St Jackson MI 49203 141838331 501 {c}3 19120 0 conference Found Church 141 E Michigan Jackson MI 49201 851433853 501 {c}3 20000 0 banquet Temple Beth Israel 801 W Michigan Jackson MI 49202 501 {c}3 10000 0 church grant Felician Children's Center 820 Bennett Jackson MI 49202 381549980 501 {c}3 10000 0 youth services Center Stage Jackson PO Box 822 Jackson MI 49204 382262365 501 {c}3 10000 0 operational support Jackson Community Intermediate School District 6700 Browns Lake Road Jackson MI 49201 381710621 10000 0 student services Birth Brite 2800 209 East Washington Avenue Suite 430-23 Jackson MI 49201 853619934 501 {c}3 6000 0 foster care Grow Jackson 740 W Michigan Ave Jackson MI 49201 853704505 501 {c}3 15000 0 internship MyPlace Inc PO Box 1301 406 S Blackstone St Jackson MI 49201 853079910 501 {c}3 10000 0 operational support Jackson Area Catholic Schools Consortium 3483 Spring Arbor Road Jackson MI 49203 381358032 501 {c}3 5049 0 designated Michigan Center JrSr High School 400 S State St Michigan Center MI 49254 383616759 10000 0 agency fund grant Evans Scholars Foundation 2501 Patriot Boulevard Glenview IL 600268022 362518129 501 {c}3 50000 0 donor advised Scholarships 73 197307 Part I, Line 2: Grant agreements or award letters, detailing the Foundation's expectation that funds will be used only for approved purposes, accompany all foundation grants. Most grantees must also demonstrate how grant funds are used through a standard reporting form. Foundation staff use grant reporting forms to track the timeliness and effectiveness/success of grants awarded. This information is then shared with various grant review committees and Trustees of the Board in order to monitor the outcomes of grants awarded and also to improve the grantmaking process. X X 0 0 0 0 0 0 0 0 0 Monica Moser President/CEO 131010 0 12500 0 0 0 7175 0 0 0 150685 0 0 0 X 6 964374 Fair market value 0 1 0 Form 990, Part VI, Section A, line 4 On August 15, 2024, the Board approved the restated both our Articles of Incorporation and Bylaws. Form 990, Part VI, Section B, line 11b The 990 was provided to the governing body by electronic mail before the 990 was filed. Form 990, Part VI, Section B, line 12c COI's are completed by Staff, Trustees, Emeritus Trustees, Community Members and Volunteers annually and originals are kept on file in the Executive Assistant/Office Manager's office. Declarations of conflicts are also made at each Committee and Board of Trustees Meeting. Form 990, Part VI, Section B, line 15 The COF salary survey and current JCF salary information is reviewed by the Board Chair. The President & CEO completes a self- evaluation. The Board of Trustees complete an annual President & CEO Evaluation Survey based on JCF's Strategic Direction and Priorities. The results are reviewed by the Executive Committee prior to the full board for a recommendation andapproval. The change in salary including bonus is provided by the Board Chair for the HR file. The COF salary survey and current JCF salary information is reviewed by the Board Chair. The President & CEO completes a self- evaluation. The Board of Trustees complete an annual President & CEO Evaluation Survey based on JCF's Strategic Direction and Priorities. The results are reviewed by the Executive Committee prior to the full board for a recommendation and approval. The change in salary including bonus is provided by the Board Chair for the HR file. Form 990, Part VI, Section C, line 19 The Jackson Community Foundation makes its governing documents, conflict of interest policy, and its financial statements available to the public upon request. Form 990, Part XI, line 9: Increase in assets held for others 821,869. Form 990 Part XI, Line 8 In 2023, no escrow liability was recorded for the $2,238,721 amount of assets held for others (agency). It was instead combined with net assets without donor restrictions. The 2024 amount of $2,425,056 is reported as an escrow liability and is not recorded in net assets.