2025-10-13T09:07:05-05:00 2025-05-31 382706146 YEO & YEO PC PO Box 3275 Saginaw MI 48605 990 2024-06-01 381513320 Junior League of the Great Lakes Bay Region JUNI 9897903763 5800 Gratiot Rd Suite 104 Saginaw MI 48638 Lindsey Summers Treasurer 9897903763 2025-10-09 1 0 Jamie L Rivette P01306226 9897939830 2025-10-09 2024 2025-03-06 01:10:19Z Lindsey Summers 5800 Gratiot Rd Suite 104 Saginaw MI 48638 216439 0 X www.jlgreatlakesbay.org X 1934 MI Organization of women whose mission is to advance women's leadership for meaningful community impact through volunteer action, collaboration, and training. 8 8 0 80 0 0 93691 81126 0 0 1538 5015 51981 51993 147210 138134 22500 25350 0 0 0 0 0 0 0 63991 66629 86491 91979 60719 46155 551940 637854 24946 28521 526994 609333 Organization of women whose mission is to advance women's leadership for meaningful community impact through volunteer action, collaboration, and training. 0 0 55957 25350 During the 2024-2025 League Year: - Very successful Festival of Trees Fundraiser, Grossing approximately $188,600, profit of over $110,290, and over $118,730 of raffle tickets sold. - Annual Campaign raised over $441. - The Community Impact Committee awarded $25,350 to community partners and agencies. - 80 individuals volunteered service hours in the community. 55957 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X Lindsey Summers 9897903763 5800 Gratiot Rd Suite 104 Saginaw MI 48638 X Kristen Squires President 1.00 X X 0 0 0 Tina Swanton President - Elect 1.00 X X 0 0 0 Kelsey Snyder Executive VP 1.00 X X 0 0 0 Jenny Freier Secretary 1.00 X X 0 0 0 Aricka Schweitzer Nominating VP 1.00 X X 0 0 0 Cindy Morley Sustaining Advisor 1.00 X X 0 0 0 Susie Nielsen Sustaining Advisor 1.00 X X 0 0 0 Lindsey Summers Treasurer 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 22324 58361 441 81126 5015 5015 11500 58361 51890 -40390 -40390 118735 26415 92320 92320 Miscellaneous 900099 63 63 63 138134 0 0 57008 25350 25350 8404 8404 2597 2597 1415 1415 2910 2910 25413 25413 8583 8583 2512 2512 Committee/personnel 12261 5194 7067 Anniversary Fund 850 0 850 1684 1684 91979 55957 36022 0 163685 164063 114050 153158 2563 6033 21225 21225 0 0 271642 314600 551940 637854 2781 8576 22165 19945 24946 28521 X 526994 609333 526994 609333 551940 637854 46155 36184 0 X 0 1 X 1 0 X 990 73377 61819 93691 81126 311003 29967 26211 25544 25986 22324 130032 30957 99588 87363 119677 103450 441035 3935 1229 1012 1098 7274 0 3935 1229 1012 1098 7274 433761 463 52 58 1538 5015 7126 463 52 58 1538 5015 7126 39492 30790 41797 29669 141748 1123 233 1356 31420 140255 118444 163012 138134 591265 0.73360 0.74070 0.01210 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332311 6858 32879 4 3773 368271 272995 12568 50511 500 3263 332311 277627 -1027 3605 272995 1.00000 1 0 21225 21225 0 0 Assets held by others - SCF 314600 314600 252623 36184 78305 114489 138134 0 138134 170284 78305 78305 91979 0 91979 Part V, Line 4: Agency Endowment Fund: The League has established an endowment fund at Saginaw Community Foundation, with the League as the beneficiary. Accordingly, this endowment fund is recorded as an asset in the League's financial statements. This fund allows the League to use the annual investment income for programs or operations while allowing the investment to grow over time. The endowment funds are managed by the foundation, and the League is eligible to receive distributions up to 5% of the previous 12 quarters average balance. Each year, the League transfers a portion of its fundraising proceeds to the endowment to help continue to grow the fund and provide for future operating and/or programs expenditures. Contributing funds the League has now into the endowment will provide long-term financial stability for our League. Once the endowment is built up, the goal would be to include the 5% distribution mentioned above into our annual budget for use in operating costs, including fundraising, community impact and league development. Endowment Fund: The Saginaw Community Foundation has an endowment for the League, which was established by members directly to the foundation. This endowment is not part of the Junior League's assets. Scholarship Fund: The League's scholarship fund is housed at the Saginaw Community Foundation, and it provides an investment gift to the community. The principal of these funds remains intact while allowing the investment income to be invested back into the community in the form of grants and scholarships. The League is not the beneficiary of this fund, and accordingly, this endowment is not part of the League's assets. Part XI, Line 2d - Other Adjustments: Direct Event Expense 78,305. Part XII, Line 2d - Other Adjustments: Direct Event Expense 78,305. Festival of Trees 69861 58361 11500 19124 32766 69861 58361 11500 19124 32766 51890 -40390 118735 26315 100 1 1.00000 118735 26315 100 26415 92320 MI 1 0 1 0 1.00000 Rebecca CaseMyers 5800 Gratiot Rd Suite 104 Saginaw MI 48638 0 Kristen Squires X 0 1 Ascension Lutheran Church 8695 Gratiot Rd Saginaw MI 48609 381843157 3 7500 0 Assistance for Weekend Food Bags for Elementary School Children Underground Railroad 5647 State St STE A Saginaw MI 48603 382241312 3 10000 0 Kitchen renovations in Emergency Shelter House 2 2 Part I, Line 2: Grants are monitored through financial review at board meetings. Contributions and related expenses are tracked on spreadsheets based on the contribution restrictions. Form 990, Part VI, Section A, line 7a Nominating committee makes a motion recommending someone and the membership votes on it. Form 990, Part VI, Section A, line 7b Members have to approve policy changes. Form 990, Part VI, Section B, line 11b The 990 is provided to the board members for their review during a regular board meeting. Form 990, Part VI, Section B, line 12c Enforced through the board based on occurrences during the year. No conflicts occured in the current fiscal year. Form 990, Part VI, Section C, line 19 Governing documents are made available to the public upon request.