2025-10-10T11:25:50-05:00 2024-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2024-01-01 831970895 COMMUNITY FOUNDATION FOR OCEANA COUNTY COMM 2318693377 388 S HANCOCK ST PENTWATER MI 49449 TAMMY CAREY CEO 2318693377 2025-10-09 1 0 HEIDI M WENDEL CPA P00721554 2319461722 2025-10-08 2024 2025-03-06 01:10:19Z TAMMY CAREY 388 S HANCOCK ST PENTWATER MI 49449 5336745 0 X OCEANAFOUNDATION.ORG X 2020 MI TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY AND TO CONNECT RESOURCES WITH NEEDS. 14 14 8 350 0 0 2574715 3431935 0 6506 564745 801470 0 0 3139460 4239911 2462101 3954343 0 0 179628 219551 0 0 108344 192654 235967 2834383 4409861 305077 -169950 18794594 19692921 569358 598685 18225236 19094236 TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY BY LEADING, PROMOTING AND CHANNELING PHILANTHROPY TO CONNECT RESOURCES WITH NEEDS. 0 0 4156272 3954343 6506 TO ENHANCE OUR COMMUNITIES THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. 4156272 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X X TAMMY CAREY CEO 2318693377 388 S HANCOCK ST PENTWATER MI 49449 JOE KLIMOVITZ CHAIR 5.00 X X 0 0 0 FRANK ARVAI TREASURER 5.00 X X 0 0 0 BETH SNIDER VICE CHAIR 5.00 X X 0 0 0 KRISTEN CALLEN MEMBER 2.00 X 0 0 0 KELLIE FOX MEMBER 2.00 X 0 0 0 RITA GRANT MEMBER 2.00 X 0 0 0 EMMA KIRWIN MEMBER 2.00 X 0 0 0 LOIS LYDENS MEMBER 2.00 X 0 0 0 DR SCOTT KARAPTIAN MEMBER 2.00 X 0 0 0 STEVE PAULUS MEMBER 2.00 X 0 0 0 LUCY ORDOOBADI MEMBER 2.00 X 0 0 0 EVA BERUMEN-REYNA MEMBER 2.00 X 0 0 0 JULIE STIVERS MEMBER 2.00 X 0 0 0 JON VANDERPLOEG MEMBER 2.00 X 0 0 0 TAMMY CAREY CEO 40.00 X 108470 0 2884 108470 0 2884 1 0 0 0 0 3431935 155259 3431935 ADMINISTRATIVE FEE INCOME 999999 6506 6506 6506 510691 510691 1387613 1096834 290779 290779 290779 4239911 6506 0 801470 3684368 3684368 269975 269975 108471 54235 27118 27118 81740 41620 20060 20060 14920 7460 3730 3730 14420 7210 3605 3605 36256 9628 21814 4814 24170 24170 65567 32783 16392 16392 3216 1189 2027 2695 968 567 1160 23054 7035 14356 1663 6000 2160 1200 2640 4098 2049 2049 10951 3943 2299 4709 1342 1342 4693 1173 2347 1173 PROGRAM SUPPLIES 20102 16082 0 4020 STEWARDSHIP AND EVENTS 19673 9356 2765 7552 DUES AND MEMBERSHIPS 6657 2340 1907 2410 POSTAGE AND SHIPPING 3324 1197 698 1429 4169 1501 875 1793 4409861 4156272 145245 108344 1120458 703581 424 14017 14017 1342 0 17672794 18988916 18794594 19692921 9733 14031 559625 584654 569358 598685 X 18225236 19094236 18225236 19094236 18794594 19692921 -169950 1038950 0 X 0 1 X 1 0 X 14623502 1266158 2496750 2574715 3431935 24393060 14623502 1266158 2496750 2574715 3431935 24393060 2373060 22020000 281742 317529 355949 472350 801470 2229040 25700 25700 51400 26673500 6506 0.82550 0.90570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64 147 567371 2864565 561762 3391531 4200454 14893782 1 1 10901691 495761 1273062 -637772 12032742 9480005 510648 1595607 -684569 10901691 11615117 253325 -2014344 -374093 9480005 10324678 429978 1478845 -618384 11615117 9845336 972936 -493594 10324678 0 0 14017 14017 0 0 FUNDS HELD IN AGENCY CAPACITY 584654 584654 X 5254691 1038950 1038950 4215741 24170 24170 4239911 4385691 0 4385691 24170 24170 4409861 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALSO, THE FOUNDATION HAS BEEN CERTIFIED AS A COMMUNITY FOUNDATION BY THE STATE OF MICHIGAN AND HAS RECEIVED DETERMINATION AS AN "OTHER THAN PRIVATE FOUNDATION" UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS SUBJECT TO INCOME TAX ONLY ON THE BUSINESS INCOME NOT RELATED TO ITS EXEMPT PURPOSE. SUCH TAXES ARE GENERALLY INSIGNIFICANT. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS ARE USED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES FOR NON-PROFITS. 1 THE LADDER COMMUNITY CENTER 67 N STATE STREET SHELBY MI 49455 472123160 501(C)(3) 60000 0 GENERAL SUPPORT OCEANA COUNTY HISTORICAL AND GENEALOGICAL SOCIETY 114 DRYDEN STREET HART MI 494201105 237420760 501(C)(3) 220719 0 GENERAL SUPPORT TRINITY HEALTH OFFICE OF PHILANTHROPY MUSKEGON & THE LAKESHORE 1500 E SHERMAN BLVD MUSKEGON MI 49444 382113393 501(C)(3) 17097 0 VARIOUS EQUIPMENT TRINITY HEALTH SHELBY HOSPITAL OCEANA CONSERVATION DISTRICT 1064 INDUSTRIAL PARK DR SHELBY MI 49455 382059002 501(C)(3) 31399 0 VARIOUS CONSERVATION & EDUCATION PROGRAMS CRYSTAL VALLEY CARE FUND PO BOX 451 HART MI 49420 383194427 501(C)(3) 6291 0 GENERAL SUPPORT THE MARRIAGE AND FAMILY CENTER DBA THE FOUNTAIN HILL CENTER 534 FOUNTAIN STREET NORTHEAST GRAND RAPIDS MI 49503 382132705 501(C)(3) 7087 0 GENERAL SUPPORT FOR MENTAL HEALTH PROGRAM EFFORTS COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS 906 E LUDINGTON AVE LUDINGTON MI 49411 382243550 501(C)(3) 14712 0 VARIOUS PROGRAM SUPPORT COMMUNITY ECONOMIC DEVELOPMENT ASSOCIATION OF MI (CEDAM) 1118 S WASHINGTON AVE LANSING MI 48910 383445097 501(C)(3) 10000 0 AMERICORPS HOST SITE FEES SHELBY TOWNSHIP 204 N MICHIGAN AVE SHELBY MI 49455 381885234 GOV 330829 0 DEVELOPMENT OF A DOG PARK CEMETERY UNITED WAY OF THE LAKESHORE PO BOX 207 MUSKEGON MI 49443 381426895 501(C)(3) 10280 0 VARIOUS COMMUNITY PROGRAMS OCEANA COUNTY COUNCIL ON AGING 4250 W TYLER RD HART MI 49420 382077479 501(C)(3) 7179 0 VARIOUS CENTER PROGRAMS & PROJECTS SHELBY AREA CHAMBER OF COMMERCE 518 S 44TH AVE SHELBY MI 49455 382894253 501(C)(3) 7000 0 DOWNTOWN DEVELOPMENT VILLAGE OF SHELBY 218 N MICHIGAN AVE SHELBY MI 49455 386007251 GOV 100000 0 GENERAL DEVELOPMENT SUPPORT OCEANA COUNTY 100 STATE STREET STE M-4 HART MI 49420 GOV 2444709 0 SHELBY TOWNSHIP COMMUNITY PARK ST MICHAEL CATHOLIC CHURCH BRUNSWICK 10224 MAPLE ISLAND RD FREMONT MI 494129116 501(C)(3) 5512 0 GENERAL EDUCATIONAL SUPPORT OCEANA COUNTY SHERIFF DEPARTMENT PO BOX 32 HART MI 49420 386004877 501(C)(3) 107321 0 DIVE TEAM EXPENSES HART PUBLIC SCHOOLS 301 W JOHNSON STREET HART MI 49420 386003143 GOV 37387 0 GENERAL EDUCATIONAL SUPPORT TRINITY LUTHERAN CHURCH 5631 W STONY LAKE RD NEW ERA MI 49466 381387155 501(C)(3) 23258 0 GENERAL SUPPORT SHELBY PUBLIC SCHOOLS 525 N STATE STREET SHELBY MI 49455 386003167 GOV 19149 0 GENERAL EDUCATIONAL SUPPORT NEW ERA CHRISTIAN SCHOOL 1901 S OAK AVENUE NEW ERA MI 49466 381547024 501(C)(3) 17602 0 GENERAL EDUCATIONAL SUPPORT BENZIE COUNTY CENTRAL SCHOOLS 9300 HOMESTEAD RD BENZONIA MI 49616 GOV 16000 0 GENERAL EDUCATIONAL SUPPORT WALKERVILLE PUBLIC SCHOOLS 145 E LATHROP WALKERVILLE MI 49459 386027331 GOV 12641 0 GENERAL EDUCATIONAL SUPPORT LOCAL ANIMAL SHELTER SUPPORT INC PO BOX 160 PENTWATER MI 49449 453793776 501(C)(3) 9389 0 GENERAL SUPPORT PENTWATER PUBLIC SCHOOL 600 PARK STREET PENTWATER MI 49449 386003162 GOV 8400 0 GENERAL EDUCATIONAL SUPPORT DISABILITY NETWORK WEST MICHIGAN 27 E CLAY AVE MUSKEGON MI 49442 383476797 501(C)(3) 7895 0 GENERAL SUPPORT HESPERIA COMMUNITY SCHOOLS PO BOX 338 HESPERIA MI 49421 386003002 GOV 5250 0 GENERAL EDUCATIONAL SUPPORT SHELBY AREA DISTRICT LIBRARY 189 MAPLE STREET SHELBY MI 49455 383090510 501(C)(3) 5130 0 GENERAL SUPPORT OCEANA COUNTY ECONOMIC ALLIANCE CORPORATION 844 S GRISWOLD ST SUITE 500 HART MI 49420 842993377 501(C)(3) 5100 0 GENERAL SUPPORT GOLDEN TOWNSHIP 5527 W FOX ROAD PO BOX 26 MEARS MI 49436 381982488 GOV 8215 0 GENERAL SUPPORT MID MICHIGAN COMMUNITY ACTION AGENCY 1574 E WASHINGTON RD FARWELL MI 48622 382056236 501(C)(3) 6500 0 GENERAL SUPPORT SCHOLARSHIPS 483 269975 PART I, LINE 2: THE FOUNDATION MONITORS THAT GRANTEES HAVE PERFORMED THE ACTIVITIES THAT THE GRANTS ARE INTENDED FOR. IF A GRANT IS AWARDED STAFF WILL, WHEN APPROPRIATE, WORK WITH THE GRANTEE TO DETERMINE THE APPROPRIATE MONITORING PERIOD(S) AND SUCCESS INDICATORS FOR EVALUATION. GRANT RECIPIENTS ARE REQURED TO SUBMIT A GRANT EVALUATION REPORT FORM AT THE CONCLUSION OF THE PROJECT. (INTERIM PROGRESS REPORTS MAY ALSO BE REQUESTED.) EVALUATION INFORMATION MUST BE SUBMITTED BY THE DUE DATE SPECIFIED. X 7 155259 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B OFFICERS OF THE FOUNDATION AND MEMBERS OF THE BOARD OF DIRECTORS AND AUDIT COMMITTEE REVIEW THE FORM 990 TAX RETURN AND OTHER FORMS BY REVIEWING EITHER ONLINE OR IN PAPER FORM BEFORE THE REPORT IS SUBMITTED BY DUE DATE, OR APPROVED EXTENSION DATE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. ALL CONFLICTS OF INTEREST ARE EVALUATED BY THE GOVERNING BOARD, WHO THEN DETERMINES THE BEST COURSE OF ACTION ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXCUTIVE/PERSONNEL COMMITTEE EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR ANNUALLY AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS AS A WHOLE. IN LIGHT OF THE EVALUATION RESULTS, ECONOMIC CONDITIONS AND COMPARISON OF INDUSTRY SALARY SURVEYS, A RECOMMENDATION REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION IS MADE TO THE BOARD ANNUALLY. THE BOARD APPROVES THE COMPENSATION FOR THE NEXT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTERST POLICY AVAILABLE ON ITS WEBSITE (WWW.OCEANAFOUNDATION.ORG). THESE ARE ALSO AVAILABLE UPON REQUEST AND AT WWW.GUIDESTAR.ORG.