2025-06-04T09:14:14-05:00 2024-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2024-01-01 383216235 OTSEGO COMMUNITY FOUNDATION OTSE 9897310597 PO BOX 344 GAYLORD MI 49734 DANA BENSINGER EXECUTIVE DIRECTOR 9897310597 2025-05-23 1 0 TRINA OCHS CPA P00209084 2319461722 2025-05-22 2024 2025-03-06 01:10:19Z DANA BENSINGER PO BOX 344 GAYLORD MI 49734 5503557 0 X WWW.OTSEGOFOUNDATION.ORG X 1994 MI ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. 14 14 5 77 0 0 1537188 2246921 40368 21142 757907 1041297 192831 -21600 2528294 3287760 1733220 1664363 0 0 180759 207699 0 0 22684 210822 230364 2124801 2102426 403493 1185334 10476929 11705976 1362719 1476401 9114210 10229575 ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. THIS IS DONE BY BUILDING ENDOWMENTS, AWARDING GRANTS AMD CONVENING LEADERS. 0 0 1625333 1343731 21142 DONOR CENTERED FUND MANAGEMENT - INCLUDES DONOR ADVISED, DESIGNATED AND AGENCY FUNDS. THE OCF WORKS WITH DONORS WHO WANT TO ENGAGE IN LOCAL PHILANTHROPY. WE HELP TO FIND PROJECTS AND PROGRAMS THAT ALIGN WITH THEIR OBJECTIVES AND DISTRIBUTE GRANTS ACCORDINGLY. FUND FOR THE COMMUNITY MANAGEMENT INCLUDES FIELD OF INTEREST AND UNRESTRICTED FUNDS. THE OCF WORKS TO AWARD GRANTS FROM THESE FUNDS TO MAKE THE MOST IMPACT ON THE EVER-CHANGING NEEDS AND OPPORTUNITIES TO ADVANCE THE COMMUNITY. 42849 29500 SCHOLARSHIPS FOR HIGHER EDUCATION. MANAGING A COMPETITIVE SCHOLARSHIP PROCESS INCLUDING SIXTEEN UNIQUE SCHOLARSHIP FUNDS. 30 SCHOLARSHIPS WERE PROVIDED IN 2024. 291132 291132 THE DISASTER RESPONSE FUND (DRF) OF THE OTSEGO COMMUNITY FOUNDATION (OCF) WAS ESTABLISHED TO PROVIDE A CENTRALIZED OPPORTUNITY FOR DONORS TO INVEST IN DISASTER RELIEF EFFORTS AND A SUPPORT MECHANISM FOR NONPROFIT ORGANIZATIONS RESPONDING TO CRISIS. OUR GOAL IS TO WORK COLLABORATIVELY WITH THE NONPROFIT, GOVERNMENT, PHILANTHROPIC AND PRIVATE SECTORS TO ACCELERATE RECOVERY FOR A THRIVING, RESILIENT, AND EVEN STRONGER GAYLORD. THE DRF AWARDS GRANTS TO ORGANIZATIONS THAT ARE ADDRESSING IMMEDIATE RELIEF, SHORT-TERM RECOVERY, AND LONG-TERM REBUILDING. OUR LOCAL NONPROFITS CONTINUE TO DEMONSTRATE INCREDIBLE RESILIENCE, INGENUITY, AND TENACITY AS THEY INCREASE AND ADAPT THEIR PROGRAMS TO MEET THE NEEDS HEIGHTENED BY THE DISASTERS. 1959314 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 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 1 0 MI X DANA BENSINGER 9897310597 316 W MAIN GAYLORD MI 49735 DANA BENSINGER EXECUTIVE DIRECTOR 32.00 X X 68782 0 0 BRIAN SWITALSKI VICE CHAIRPERSON 1.00 X X 0 0 0 JAMES CAMILLER TREASURER 1.00 X X 0 0 0 CHERIE NUTTER CHAIRPERSON 1.00 X X 0 0 0 JUSTINE HEES SECRETARY 1.00 X X 0 0 0 JAN KELLOGG DIRECTOR 1.00 X 0 0 0 ANNETTE WELLS DIRECTOR 1.00 X 0 0 0 KATY XENAKIS-MAKOWSKI DIRECTOR 1.00 X 0 0 0 BILL FORREIDER DIRECTOR 1.00 X 0 0 0 BRANDIE MEISNER DIRECTOR 1.00 X 0 0 0 TANNER CATT DIRECTOR 1.00 X 0 0 0 NANCY KUSSROW DIRECTOR 1.00 X 0 0 0 AVERY HUSTON DIRECTOR 1.00 X 0 0 0 BOB WILSON DIRECTOR 1.00 X 0 0 0 MISCHA BEYERS DIRECTOR 1.00 X 0 0 0 68782 0 0 0 0 0 0 0 173393 2073528 1331370 2246921 AGENCY FUND ADMINISTRATION 900099 21142 21142 21142 346001 346001 2868197 2172901 695296 695296 695296 21296 173393 42896 -21600 -21600 3287760 21142 0 1019697 1634863 1634863 29500 29500 68782 48147 17196 3439 123835 86685 30958 6192 15082 10558 3770 754 113366 76131 32909 4326 40497 40497 8573 6001 857 1715 673 471 168 34 18000 6300 10800 900 3342 1504 1838 3595 2373 646 576 2206 2206 CREDIT CARD PROCESSING 11944 7167 597 4180 LICENSING AND FILING FE 9596 240 9356 PROFESSIONAL DEVELOPMEN 7222 4036 3080 106 TELEPHONE AND INTERNET 4400 2420 1760 220 6950 2421 4287 242 2102426 1959314 120428 22684 247325 0 644335 835437 801686 562583 3875 8696315 10233455 83393 74501 10476929 11705976 63 2330 10000 25000 25000 1337656 1439071 1362719 1476401 X 197866 273322 8916344 9956253 9114210 10229575 10476929 11705976 1185334 -69969 0 X 0 1 X 1 0 X 656680 819092 4260540 1784686 2246921 9767919 656680 819092 4260540 1784686 2246921 9767919 1187927 8579992 107256 347726 220775 261978 346001 1283736 11051655 0.77640 0.87980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 64 158914 2088007 152812 1506551 2898124 7331449 1 1 8501685 766628 906012 463394 9710931 7234998 864660 1140594 738567 8501685 6284036 2521681 1129492 441226 7234998 5171143 542516 860996 290619 6284036 4448262 410813 675810 363742 5171143 0.79000 0.21000 0 0 0 RESTRICTED AGENCY FUNDS 1439071 1439071 X 3177294 -69969 -69969 3247263 40497 40497 3287760 2061929 0 2061929 40497 40497 2102426 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND PROJECTS AND PROGRAMS THAT ALIGN WITH DONOR OBJECTIVES THROUGH GRANTS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONDUCTS NO ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION FILES AN INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2021. EXTREEVAGANZA 194689 173393 21296 42896 0 194689 173393 21296 42896 42896 -21600 1 OTSEGO CHRISTIAN SCHOOL ASSOCIATION PO BOX 1365 GAYLORD MI 49734 382903340 (C) (3) 1168858 0 BUILDING PROJECT OTSEGO-ANTRIM COUNTY HABITAT FOR HUMANITY 526 EDELWEISS VILLAGE PARKWAY GAYLORD MI 49735 383130500 (C) (3) 78841 0 LAP ADMINISTRATION FEE OTSEGO COUNTY UNITED WAY 116 EAST FIFTH STREET GAYLORD MI 49735 237156104 (C) (3) 72000 0 GENERAL OPERATIONS GAYLORD COMMUNITY SCHOOLS 615 SOUTH ELM AVENUE GAYLORD MI 49735 386003246 GOVT 26020 0 ADOPT A CLASSROOM GIS, NORTH OHIO, SOUTH MAPLE OTSEGO COUNTY SPORTSPLEX PO BOX 1886 GAYLORD MI 49734 383216381 (C) (3) 19500 0 4TH GRADE SWIM LESSON SUPPORT THE REFUGE IN OTSEGO COUNTY PO BOX 44 GAYLORD MI 49735 464617368 (C) (3) 11100 0 HOMELESSNESS IN OTSEGO COUNTY THE SALVATION ARMY GREAT LAKES DIVISION PO BOX 4036 GAYLORD MI 49734 381370971 (C) (3) 9100 0 HOMELESS PREVENTION AND UTILITIES GAYLORD AREA COUNCIL FOR THE ARTS 125 W MAIN GAYLORD MI 49735 382329722 (C) (3) 5500 0 ART IN THE ALLEY-IN SUPPORT OF YOUTH OUTDOOR SHOWCASE AND OVERALL ALLEY PROJECT JOHANNESBURG-LEWISTON AREA SCHOOL DISTRICT 10854 M-32 JOHANNESBURG MI 49751 386037650 GOVT 6415 0 WEIGHT ROOM PROJECT AND ART EXPANSION AND EXPLORATION KILN. OTSEGO COUNTY COMMISSION ON AGING PO BOX 430 GAYLORD MI 49734 382058876 GOVT 20000 0 2024-25 CARE AND COMFORT TO CANCER PATIENTS ABD GRANT TO SUPPORT HUMAN SERVICE OFFICER NORTHERN FAMILY INTERVENTION SERVICES INC PO BOX 398 GAYLORD MI 49734 383162083 (C) (3) 12000 0 HOME BEHAVIOR HEALTH PROGRAM CITY OF GAYLORD 305 E MAIN ST GAYLORD MI 49735 386004613 GOVT 11500 0 HUMAN RESOURCES OFFICER COMMUNITY MEDIATION SERVICES 114 EAST MAIN STREET SUITE 1 GAYLORD MI 49735 800100161 (C) (3) 10000 0 BUILDING THE TEAM WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN 423 PORTER STREET PETOSKEY MI 49770 382302164 (C) (3) 7000 0 SUPPORTIVE SERVICES FOR OTSEGO COUNTY SURVIVORS OF DOMESTIC/SEXUAL ASSAULT OTSEGO COUNTY FOOD PANTRY PO BOX 1976 GAYLORD MI 49734 383374066 (C) (3) 6500 0 WE FEED PEOPLE 2024 GAYLORD GATORS INC PO BOX 2014 GAYLORD MI 49734 383362861 (C) (3) 6477 0 GAYLORD SWIM HOSTING CAPACITY JUNIOR ACHIEVEMENT OF NORTHERN MICHIGAN PO BOX 582 PETOSKEY MI 49770 381557861 (C) (3) 6000 0 BUILDING PATHWAYS FOR YOUTH PROGRAM KIRTLAND COMMUNITY COLLEGE FOUNDATION 4800 W FOUR MILE RD GRAYLING MI 49738 237298317 (C) (3) 5500 0 GHS WELDING KITS POWER BOOK BAGS PO BOX 533 SUTTONS BAY MI 49682 812406342 (C) (3) 5500 0 LITTLEST LEARNER BOOK BAG PROGRAM 19 COLLEGE SCHOLARSHIP 30 29500 BB&M HOLDINGS HUSBAND OF EXECUTIVE DIRECTOR 18000 OFFICE RENT 0 X 100 1331370 FMV 0 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE SOLD THROUGH AN INVESTMENT BROKER. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA PREPARES THE FORM 990 AND PROVIDES A DRAFT COPY TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE COMMITTEE HAS REVIEWED THE RETURN AND ALL QUESTIONS AND/OR CORRECTIONS HAVE BEEN MADE, THE RETURN IS TAKEN TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES ADDRESSED BY THE BOARD, IF ANY, ARE MADE AND A DESIGNATED OFFICER SIGNS FORM 8879-EO AUTHORIZING THE CPA TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A QUESTIONNAIRE IS GIVEN TO BOARD MEMBERS ASKING THEM TO DISCLOSE ANY CONFLICT OF INTEREST. THE QUESTIONNAIRES ARE DATED AND FILED. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AFTER CONSIDERING FACTORS SUCH AS JOB PERFORMANCE, JOB ADHERENCE AND BUDGET CONSTRAINTS. A RECENT SURVEY OF SIMILAR COMMUNITY FOUNDATIONS SHOWED THAT THE CURRENT EXECUTIVE DIRECTOR MAKES APPROXIMATELY 80% OF THE AVERAGE SALARY OF EXECUTIVE DIRECTORS AT THESE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.