2026-08-13T15:46:47-05:00 2025-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2025-01-01 831970895 COMMUNITY FOUNDATION FOR OCEANA COUNTY COMM 2318693377 388 S HANCOCK ST PENTWATER MI 49449 TAMMY CAREY CEO 2318693377 2026-08-05 1 HEIDI M WENDEL CPA P00721554 2319461722 2026-08-05 2025 2025-03-06 01:10:19Z TAMMY CAREY 388 S HANCOCK ST PENTWATER MI 49449 7069506 0 X OCEANAFOUNDATION.ORG X 2020 MI TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY AND TO CONNECT RESOURCES WITH NEEDS. 16 16 5 375 0 0 3431935 4727398 6506 5857 801470 1467745 0 3400 4239911 6204400 3954343 2982831 0 0 219551 244071 0 0 92554 235967 236548 4409861 3463450 -169950 2740950 19692921 24039909 598685 676199 19094236 23363710 TO ENHANCE THE LIVES OF THE PEOPLE OF OCEANA COUNTY BY LEADING, PROMOTING AND CHANNELING PHILANTHROPY TO CONNECT RESOURCES WITH NEEDS. 0 0 3231819 2982831 5857 TO ENHANCE OUR COMMUNITIES THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. 3231819 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 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 ROB BAREFOOT MEMBER 2.00 X 0 0 0 AMY LABARGE MEMBER 2.00 X 0 0 0 TAMMY CAREY CEO 40.00 X 119050 0 15402 119050 0 15402 1 0 0 0 0 4727398 286603 4727398 ADMINISTRATIVE FEE INCOME 999999 5857 5857 5857 549657 549657 1783194 865106 918088 918088 918088 OTHER INCOME 999999 3400 3400 3400 6204400 9257 0 1467745 2699032 2699032 283799 283799 119050 59524 29763 29763 91814 46408 22703 22703 16788 8394 4197 4197 16419 8209 4105 4105 33712 8106 21553 4053 25524 25524 73161 73161 2738 1369 1369 2945 1060 619 1266 23989 7322 14973 1694 6000 2160 1200 2640 4440 2220 2220 9595 3454 2015 4126 5645 1411 2823 1411 PROGRAM SUPPLIES 21201 16961 4240 STEWARDSHIP AND EVENTS 10801 5085 1538 4178 DUES AND MEMBERSHIPS 6308 2218 1802 2288 BUILDING EXPENSE 5138 5138 5351 1926 1124 2301 3463450 3231819 139077 92554 703581 2240362 424 0 0 7449 432655 14017 0 418638 18988916 21373460 19692921 24039909 14031 23879 0 2500 584654 649820 598685 676199 X 19094236 23363710 19094236 23363710 19692921 24039909 2740950 1528524 0 X 0 1 X 1 0 X 1266158 2496750 2574715 3431935 4727398 14496956 1266158 2496750 2574715 3431935 4727398 14496956 5607356 8889600 317529 355949 472350 801470 1467745 3415043 25700 3400 29100 17941099 12363 0.49550 0.82550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68 154 653933 4076465 427362 2551719 4855278 18490900 1 1 12032742 491986 2183277 -858885 13849120 10901691 495761 1273062 -637772 12032742 9480005 510648 1595607 -684569 10901691 11615117 253325 -2014344 -374093 9480005 10324678 429978 1478845 -618384 11615117 1.00000 0 0 14017 14017 0 418638 418638 418638 FUNDS HELD IN AGENCY CAPACITY 649820 649820 X 7707400 1528524 1528524 6178876 25524 25524 6204400 3437926 0 3437926 25524 25524 3463450 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, 2022. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS ARE USED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES FOR NON-PROFITS. 1 SHELBY TOWNSHIP 204 N MICHIGAN AVE SHELBY MI 49455 381885234 GOV 1856725 0 CONSTRUCTION COSTS FOR TIGER ATHLETIC COMPLEX, GUN RANGE PROJECT, AND COMMUNITY PARK. TRINITY LUTHERAN CHURCH 5631 W STONY LAKE RD NEW ERA MI 49446 381387155 501(C)(3) 115000 0 TRINITY LUTHERAN CHURCH BUILDING FUND SHELBY PUBLIC SCHOOLS 525 N STATE STREET SHELBY MI 494558201 386003167 GOV 110940 0 OUT OF SCHOOL TIME PROGRAM GRANT ADMIN FEE AND RIDE WITH PRIDE PROGRAM OCEANA COUNTY HISTORICAL AND GENEALOGICAL SOCIETY 114 DRYDEN STREET HART MI 494201105 237420760 501(C)(3) 80820 0 VISITORS CENTER RENOVATIONS THE LADDER COMMUNITY CENTER 67 N STATE STREET SHELBY MI 49455 472123160 501(C)(3) 60000 0 GENERAL OPERATIONS OCEANA COUNTY SHERIFF DEPARTMENT PO BOX 32 HART MI 49420 386004877 GOV 22000 0 SILVER LAKE RESCUE BOAT OCEANA COUNTY MEDICAL CARE FACILITY 701 E MAIN ST HART MI 49420 383146259 GOV 21261 0 2025 AGENCY DISTRIBUTION PENTWATER HISTORICAL SOCIETY PO BOX 54 PENTWATER MI 49449 382477422 501(C)(3) 19940 0 MUSEUM BUILDING EXPANSION PROJECT TRINITY HEALTH OFFICE OF PHILANTHROPY MUSKEGON & THE LAKESHORE 6401 PRAIRIE ST SUITE 1000 NORTON SHORES MI 49444 351443425 501(C)(3) 16607 0 2025 AGENCY DISTRIBUTION BENZIE COUNTY CENTRAL SCHOOLS 9300 HOMESTEAD RD BENZONIA MI 49616 382969375 GOV 15000 0 MRS. MULLEN'S CLOSET SUPPORT NEW ERA CHRISTIAN SCHOOL 1901 S OAK AVENUE NEW ERA MI 49446 381547024 501(C)(3) 13923 0 2025 AGENCY DISTRIBUTION WALKERVILLE PUBLIC SCHOOLS 145 E LATHROP WALKERVILLE MI 49459 386027331 GOV 13650 0 2025 MUSIC IN SCHOOLS PROGRAM HESPERIA COMMUNITY SCHOOLS 96 S DIVISION ST HESPERIA MI 49421 386003002 GOV 13000 0 2025 MUSIC IN SCHOOLS PROGRAM LAKESHORE CHILDREN'S ADVOCACY CENTER PO BOX 594 MANISTEE MI 49660 371576459 501(C)(3) 10100 0 EXPANDING SERVICES FOR OCEANA CHILD ABUSE VICTIMS AND 2025 COMMUNITY WISH LIST FOUNTAIN HILL COUNSELING CENTER 534 FOUNTAIN STREET NORTHEAST GRAND RAPIDS MI 49503 382132705 501(C)(3) 10000 0 OCEANA SCHOOL SUPPORT SERVICES WEST MICHIGAN COMMUNITY MENTAL HEALTH 920 DIANA STREET LUDINGTON MI 49431 383260070 501(C)(3) 10000 0 BUILDING BRIDGES TO HISPANIC BEHAVIORAL HEALTH: REDUCING STIGMA THROUGH COMMUNITY PARTNER EDUCATION READ MUSKEGON 26 E EAST BROADWAY AVENUE MUSKEGON MI 49443 412176728 501(C)(3) 10000 0 ESL TUTORING PROGRAM EXPANSION PENTWATER FIRE DEPARTMENT PO BOX 1117 PENTWATER MI 49449 GOV 7460 0 EMT/PARAMEDIC TRAINING SUPPORT FOR (3) STAFF UNITED WAY OF THE LAKESHORE PO BOX 207 MUSKEGON MI 49443 381426895 501(C)(3) 6125 0 FOOD TRUCKS & BIENVENIDOS EVENT PENTWATER TOWNSHIP LIBRARY 402 E PARK STREET PENTWATER MI 49449 382497896 GOV 5909 0 GENERAL OPERATIONS SUPPORT HART PUBLIC SCHOOLS 301 W JOHNSON ST E HART MI 49420 386003143 GOV 5500 0 2025 MUSIC IN SCHOOLS PROGRAM ST MICHAEL CATHOLIC CHURCH BRUNSWICK 10224 MAPLE ISLAND RD FREMONT MI 494129116 381598964 501(C)(3) 5308 0 2025 AGENCY DISTRIBUTION 22 SCHOLARSHIPS 562 283799 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 11 286603 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.