2026-07-22T07:56:14-05:00 2025-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2025-01-01 383216235 OTSEGO COMMUNITY FOUNDATION OTSE 9897310597 PO BOX 344 GAYLORD MI 49734 DANA BENSINGER EXECUTIVE DIRECTOR 9897310597 2026-07-10 1 TRINA OCHS CPA P00209084 2319461722 2026-06-23 2025 2025-03-06 01:10:19Z DANA BENSINGER PO BOX 344 GAYLORD MI 49734 6277914 0 X WWW.OTSEGOFOUNDATION.ORG X 1994 MI ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. 15 15 5 79 0 0 2246921 2704032 21142 4952 1041297 888649 -21600 -34443 3287760 3563190 1664363 773737 0 0 207699 189882 0 0 16108 230364 249412 2102426 1213031 1185334 2350159 11705976 15254603 1476401 1797535 10229575 13457068 ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. THIS IS DONE BY BUILDING ENDOWMENTS, AWARDING GRANTS AND CONVENING LEADERS. 0 0 334317 332968 16949 DONOR CENTERED FUND MANAGEMENT - INCLUDES DONOR ADVISED FUNDS. THE FOUNDATION WORKS WITH DONORS WHO WANT TO ENGAGE IN LOCAL PHILANTHROPY. THE FOUNDATION HELPS 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 FOUNDATION WORKS TO AWARD GRANTS FROM THESE FUNDS TO MAKE THE MOST IMPACT ON THE EVER-CHANGING NEEDS AND OPPORTUNITIES TO ADVANCE THE COMMUNITY. 491687 180673 COMMUNITY DRIVEN PHILANTHROPY -PROACTIVE AND RESPONSE PROGRAMING TO MEET THE EVER-CHANGING NEEDS AND CAPITALIZE ON OPPORTUNITIES. UTILIZING FUNDS FOR THE COMMUNITY THIS PROGRAMMING INCLUDES THE COMMUNITY GRANT PROGRAM (ANNUAL COMPETITIVE GRANT CYCLE), COMMUNITY CHOICE GRANTS (OPPORTUNITIES FOR THE COMMUNITY TO NOMINATE AND SELECT RECEIPTS), CAPACITY BUILDING INITIATIVES (ORGANIZATIONS WORKING WITH A CONSULTANT OR REQUESTING FUNDS THAT SUPPORT THEIR SKILLS AND STRUCTURE AS AN ORGANIZATION), AND HIGH IMPACT PARTNERS (ORGANIZATIONS COMMITTED TO PURSUING THE COMMUNITY'S GREATEST OPPORTUNITIES AND ADDRESSING THE MOST CRITICAL CHALLENGES). 261941 260096 THE DISASTER RESPONSE FUND (DRF) OF THE FOUNDATION 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. THE FOUNDATION'S 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. 1087945 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 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 74564 0 656 JUSTINE HEES CHAIRPERSON 1.00 X X 0 0 0 ANNETTE WELLS VICE CHAIRPERSON 1.00 X X 0 0 0 JAMES CAMILLER TREASURER 1.00 X X 0 0 0 NANCY KUSSROW SECRETARY 1.00 X X 0 0 0 JAN KELLOGG DIRECTOR 1.00 X 0 0 0 BRIAN SWITALSKI DIRECTOR 1.00 X 0 0 0 KATY XENAKIS-MAKOWSKI DIRECTOR 1.00 X 0 0 0 DAVE BEYERS 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 CHERIE NUTTER 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 MERISA CAMPBELL DIRECTOR 1.00 X 0 0 0 TONI STRAUGHEN DIRECTOR 1.00 X 0 0 0 74564 0 656 0 0 0 0 0 196660 2507372 183760 2704032 AGENCY FUND ADMINISTRATION 900099 4952 4952 4952 500677 500677 3044110 2656138 387972 387972 387972 12146 196660 58586 -46440 -46440 MISCELLANEOUS INCOME 999999 11997 11997 11997 3563190 16949 0 842209 745237 745237 28500 28500 74564 52195 18641 3728 100337 70236 25084 5017 1711 1711 13270 9289 3317 664 18500 18500 46937 46937 112327 96866 13259 2202 19032 15226 1903 1903 651 455 163 33 11500 5750 5750 8185 3683 4502 404 303 101 2787 2787 PROFESSIONAL DEVELOPMEN 6788 3932 2722 134 CREDIT CARD PROCESSING 6283 3770 314 2199 TELEPHONE AND INTERNET 4506 2253 2253 MISCELLANEOUS 3970 1504 2359 107 7542 1809 5612 121 1213031 1087945 108978 16108 0 163983 835437 515536 562583 410900 10233455 14074660 74501 89524 11705976 15254603 2330 15928 10000 0 25000 75000 1439071 1706607 1476401 1797535 X 273322 12981151 9956253 475917 10229575 13457068 11705976 15254603 2350159 877334 0 X 0 1 X 1 0 X 819092 4260540 1784686 2246921 2704032 11815271 819092 4260540 1784686 2246921 2704032 11815271 1876830 9938441 347726 220775 261978 346001 500677 1677157 13492428 0.73660 0.77640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 65 341339 2854335 166460 1462109 3539251 9917817 1 1 9710931 1669288 1751996 -605970 12526245 8501685 766628 906012 -463394 9710931 7234998 864660 1140594 -738567 8501685 6284036 2521681 1129492 -441226 7234998 5171143 542516 860996 -290619 6284036 0.00000 0.69000 0.31000 0 0 0 RESTRICTED AGENCY FUNDS 1682100 LEASE LIABILITY 24507 1706607 X 4393587 877334 877334 3516253 46937 46937 3563190 1166094 0 1166094 46937 46937 1213031 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, 2022. EXTREEVAGANZA 208806 196660 12146 58586 0 208806 196660 12146 58586 58586 -46440 1 AMERICAN NATIONAL RED CROSS 2240 S AIRPORT RD SUITE D TRAVERSE CITY MI 49684 530196605 (C)(3) 10000 0 DISASTER RESPONSE / HOME FIRE RELIEF COMMUNITY MEDIATION SERVICES 114 EAST MAIN STREET SUITE 1 GAYLORD MI 49735 800100161 (C)(3) 6000 0 ICE STORM DISASTER GRANT CROSSROADS MINISTRIES INC PO BOX 790 GAYLORD MI 49734 382879908 (C)(3) 12500 0 DISASTER RESPONSE GAYLORD AREA COUNCIL FOR THE ARTS 125 E MAIN ST GAYLORD MI 49735 382329722 (C)(3) 8000 0 GAYLORD ARTS OPERATIONAL SUPPORT, GRANT TO GAYLORD ARTS / SUMMER CONCERT SERIES GAYLORD COMMUNITY ORCHESTRA PO BOX 1616 GAYLORD MI 49734 830788727 (C)(3) 8000 0 SUSTAINING FUNDING FOR GAYLORD COMMUNITY ORCHESTRA GAYLORD COMMUNITY SCHOOLS 615 SOUTH ELM AVENUE GAYLORD MI 49735 386003246 GOVT 33274 0 IMMEDIATE RELIEF, BASKETBALL AND FOOTBALL SUPPORT GAYLORD EVANGELICAL FREE CHURCH 1649 EAST M-32 GAYLORD MI 49735 382126356 (C)(3) 20000 0 EFREE - IMMEDIATE RELIEF, INGATHERING PROJECT GIVING TREE FOOD PANTRY OF NORTHEAST MICHIGAN PO BOX 272 JOHANNESBURG MI 49751 334455529 (C)(3) 7928 0 OFFICE EQUIPMENT GOODWILL INDUSTRIES OF NORTHERN MICHIGAN INC 2279 SOUTH AIRPORT RD TRAVERSE CITY MI 49684 381976268 (C)(3) 10000 0 PATRIOT PLACE HVAC REPLACEMENT: LEVERAGING FUNDS TO SUSTAIN OTSEGO COUNTYS ONLY VETERAN SHELTER AND HOUSING PROGRAM, STRENGTHEN HEALTH SERVICES, AND BUILD COMMUNITY CAPACITY FOR ATTAINABLE HOUSING SOLUTIONS JOHANNESBURG CHRISTIAN CHURCH PO BOX 75 JOHANNESBURG MI 49751 383422346 (C)(3) 7000 0 FOOD PANTRY JOHANNESBURG LEWISTON AREA SCHOOLS 10854 M-32 EAST JOHANNESBURG MI 49751 386037650 (C)(3) 31799 0 LITERACY GRANTS, STAFF RETAINAGE MICHIGAN ARTS ACCESS 111 E KIRBY ST DETROIT MI 48202 382690117 (C)(3) 5900 0 GAYLORD SPECIAL EDUCATION ARTIST-IN-RESIDENCE PROGRAM MICHIGAN WORKS NORTHEAST CONSORTIUM 2927 D M DRIVE GAYLORD MI 49735 382159771 (C)(3) 12500 0 ICE STORM DISASTER GRANT, EXTREEVAGANZA NONPROFIT PILLAR AWARD, TOAST TO PROGRESS CCG MT CARMEL CENTRE PO BOX 325 GAYLORD MI 49734 382634637 (C)(3) 5293 0 DEHUMIDIFIER PROJECT, GENERAL OPERATIONS MUNSON HEALTHCARE FOUNDATIONS 1105 SIXTH STREET TRAVERSE CITY MI 49684 382642724 (C)(3) 5431 0 GRANTS FOR OMH PROJECTS NEW DAY FOUNDATION FOR FAMILIES 245 BARCLAY CIRCLE SUITE 300 ROCHESTER MI 48306 260609040 (C)(3) 5500 0 CANCER SUPPORT SERVICES FOR OTSEGO COUNTY OTSEGO CHRISTIAN SCHOOL ASSOCIATION 1377 E M-32 GAYLORD MI 49735 382903340 (C)(3) 10312 0 ANNUAL GRANT DISTRIBUTION AND FUNDRAISER OTSEGO CONSERVATION DISTRICT 800 LIVINGSTON BLVD SUITE 4A GAYLORD MI 49735 382074258 (C)(3) 11253 0 ART IN THE GARDEN OTSEGO COUNTY ECONOMIC ALLIANCE 1564 DICKERSON ROAD GAYLORD MI 49735 383617810 (C)(3) 55000 0 ICE STORM DISASTER GRANTS OTSEGO COUNTY FOOD PANTRY PO BOX 1976 GAYLORD MI 49734 383374066 (C)(3) 40529 0 ANNUAL GRANT DISTRIBUTION, FOOD PANTRY, DISASTER GRANT OTSEGO COUNTY LIBRARY 700 SOUTH OTSEGO AVE GAYLORD MI 49735 270109985 (C)(3) 6338 0 KINDLE READERS FOR THE LIBRARY, GIVING TUESDAY GIVE BACK GRANT OTSEGO COUNTY PARKS AND RECREATION 225 WEST MAIN STREET GAYLORD MI 49735 GOVT 7000 0 ICE STORM DISASTER GRANT, AFTER SCHOOL RECREATION ENHANCEMENT OTSEGO COUNTY SPORTSPLEX 1250 GORNICK AVE GAYLORD MI 49735 383216381 (C)(3) 83973 0 SWIM LESSONS, FACILITY UPGRADES, ICE STORM DISASTER GRANT OTSEGO COUNTY UNITED WAY 116 EAST FIFTH STREET GAYLORD MI 49735 237156104 (C)(3) 66612 0 HIGH IMPACT START GRANT, UNITED WAY IMMEDIATE RELIEF, ANNUAL GRANT DISTRIBUTIONS, ICE STORM DISASTER GRANT PIGEON RIVER COUNTRY ASSOCIATION PO BOX 122 GAYLORD MI 49734 383442714 (C)(3) 30500 0 PART-TIME STAFF PERSON AND CHIMNEY REPAIR RISE-OTSEGO SUBSTANCE FREE COALITION 95 LIVINGSTON BLVD GAYLORD MI 49735 300168590 (C)(3) 6500 0 TOGETHER WE RISE: PARTNERING WITH PARENTS FOR YOUTH SUCCESS, SUMMER BOARD CCG, EXTREEVAGANZA VOLUNTEER PILLAR AWARD ROTARY CHARITIES OF TRAVERSE CITY 800 COTTAGEVIEW DR STE 1090 TRAVERSE CITY MI 49684 382170564 (C)(3) 6612 0 LEADERSHIP LEARNING LAB THE REFUGE IN OTSEGO COUNTY PO BOX 44 GAYLORD MI 49734 464617368 (C)(3) 31500 0 A BRIGHTER FUTURE FOR ALL OTSEGO, IMMEDIATE RELIEF, ICE STORM DISASTER GRANT THE SALVATION ARMY GREAT LAKES DIVISION PO BOX 4036 GAYLORD MI 49734 381370971 (C)(3) 27500 0 HOMELESS PREVENTION VANDERBILT AREA SCHOOLS 947 DONOVAN STREET VANDERBILT MI 49795 386003252 GOVT 23500 0 PIGEON RIVER OUTDOOR EDUCATION & COMMUNITY ENGAGEMENT PROGRAM, ICE STORM DISASTER GRANT, CAREER PATHWAY COUNSELING VETERANS EDUCATION TRAINING & SUPPORT INC DOING BUSINESS AS THE LANDING 1200 GORNICK AVE PO BOX 1063 GAYLORD MI 49734 821997192 (C)(3) 7500 0 SUSTAINMENT GRANT PROPOSAL, REPLACEMENT OF BOWLING ALLEY FRONT-END SCORING SYSTEM WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN INC 2225 SUMMIT PARK DR PETOSKEY MI 49770 382302164 (C)(3) 7500 0 SUPPORTIVE ADVOCACY AND THERAPY FOR SURVIVORS OF DOMESTIC ABUSE AND SEXUAL ASSAULT IN OTSEGO COUNTY, ICE STORM DISASTER GRANT 32 COLLEGE SCHOLARSHIP 30 28500 BB&M HOLDINGS HUSBAND OF EXECUTIVE DIRECTOR 11500 OFFICE RENT 0 X 8 183760 FMV 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.