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← BARRY COUNTY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by BARRY COUNTY COMMUNITY FOUNDATION.

Totals

Total revenue
$5,301,489
Total expenses
$3,829,925
Contributions and grants received
$4,008,602
Grants paid
$2,379,064
Program service revenue
$0
Investment income
$1,221,020
Other revenue
$71,867
Total assets, end of year
$56,406,726
Total liabilities, end of year
$757,006
Net assets or fund balances, end of year
$55,649,720
Program services expenses (Part IX)
$3,162,276
Management and general expenses
$379,923
Fundraising expenses
$287,726
Program service expenses (Part III)
$3,162,276

Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $14,375

  • 1c · Fundraising events

    $17,103

  • 1f · All other contributions, gifts and grants

    $3,977,124

  • 1g · Noncash contributions included above

    $991,074

  • 3 · Investment income

    total $1,346,561 · excluded $1,346,561

  • 7a · Gross sales of assets other than inventory

    securities $4,077,497

  • 7b · Less cost or other basis and sales expenses

    securities $4,203,038

  • 7c · Gain or loss

    securities -$125,541

  • 7d · Net gain or loss

    total -$125,541 · excluded -$125,541

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $17,103

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: ADMINISTRATIVE SUPPORT

    total $71,867 · excluded $71,867

  • 11e · Other revenue, total

    $71,867

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,335,064 · program services $2,335,064

  • 2 · Grants to domestic individuals

    total $44,000 · program services $44,000

  • 5 · Compensation of officers, directors and key employees

    total $223,843 · program services $105,220 · management and general $63,847 · fundraising $54,776

  • 7 · Other salaries and wages

    total $220,090 · program services $103,456 · management and general $62,776 · fundraising $53,858

  • 8 · Pension plan contributions

    total $10,572 · program services $4,636 · management and general $3,523 · fundraising $2,413

  • 9 · Other employee benefits

    total $15,422 · program services $6,762 · management and general $5,140 · fundraising $3,520

  • 10 · Payroll taxes

    total $33,258 · program services $13,191 · management and general $11,910 · fundraising $8,157

  • 11f · Fees: investment management

    total $63,193 · management and general $63,193

  • 11g · Fees: other

    total $626,085 · program services $526,098 · management and general $78,506 · fundraising $21,481

  • 12 · Advertising and promotion

    total $39,484 · fundraising $39,484

  • 13 · Office expenses

    total $21,364 · program services $4,397 · management and general $11,403 · fundraising $5,564

  • 14 · Information technology

    total $43,126 · management and general $43,126

  • 16 · Occupancy

    total $3,913 · program services -$5,355 · management and general $7,759 · fundraising $1,509

  • 17 · Travel

    total $13,426 · program services $2,123 · management and general $1,129 · fundraising $10,174

  • 19 · Conferences, conventions and meetings

    total $7,099 · management and general $7,099

  • 20 · Interest

    total $8,019 · management and general $8,019

  • 22 · Depreciation, depletion and amortization

    total $3,667 · program services $1,724 · management and general $917 · fundraising $1,026

  • 23 · Insurance

    total $11,640 · program services $2,719 · management and general $7,301 · fundraising $1,620

  • 24a · Other expenses: TRAINING

    total $39,286 · program services $813 · management and general $143 · fundraising $38,330

  • 24b · Other expenses: MEMBERSHIPS/SUBSCRIPTIO

    total $14,690 · fundraising $14,690

  • 24c · Other expenses: DIRECT FUND EXPENSES

    total $12,043 · program services $7,226 · management and general $4,335 · fundraising $482

  • 24d · Other expenses: LEADERSHIP BARRY COUNTY

    total $10,120 · program services $10,120

  • 24e · All other expenses

    total $30,521 · program services $82 · management and general -$203 · fundraising $30,642

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,945,786 · end of year $3,837,278

  • 2 · Savings and temporary cash investments

    beginning of year $634,373 · end of year $787,257

  • 3 · Pledges and grants receivable

    beginning of year $109,856 · end of year $111,062

  • 10a · Land, buildings and equipment: cost or other basis

    $45,081

  • 10b · Land, buildings and equipment: accumulated depreciation

    $30,160

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $14,921

  • 11 · Investments: publicly traded securities

    beginning of year $40,380,736 · end of year $46,865,015

  • 12 · Investments: other securities

    beginning of year $2,382,871 · end of year $2,673,446

  • 13 · Investments: program-related

    beginning of year $498,355 · end of year $878,194

  • 15 · Other assets

    beginning of year $1,098,349 · end of year $1,239,553

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,948 · end of year $49,643

  • 18 · Grants payable

    end of year $129,200

  • 25 · Other liabilities

    beginning of year $422,174 · end of year $578,163

  • 27 · Net assets without donor restrictions

    beginning of year $47,488,728 · end of year $55,078,670

  • 28 · Net assets with donor restrictions

    beginning of year $1,075,476 · end of year $571,050

Mission and programs · 2023

Mission

THE BARRY COMMUNITY FOUNDATION IMPROVES LIVES BY BRIDGING RESOURCES.

Activities or mission (Part I)

THE BARRY COMMUNITY FOUNDATION WILL SERVE AS A LEADER, CATALYST AND RESOURCE TO IMPROVE THE LIVES OF PEOPLE IN THE BARRY COUNTY AREA BY PROMOTING CHARITABLE GIVING AND THE CREATION OF PERMANENTLY ENDOWED FUNDS, NOW AND FOR FUTURE GENERATIONS.

  • THE FOUNDATION'S EXEMPT PURPOSE IS ACHIEVED THROUGH IDENTIFYING & ADDRESSING CURRENT AND ANTICIPATED COMMUNITY NEEDS, PROVIDING SERVICES TO ASSIST DONORS IN FULFILLING THEIR PHILANTHROPIC INTERESTS, AND FOSTERING YOUTH DEVELOPMENT.

    Expenses $3,162,276 · Grants $2,379,064

As filed on the 2023 return.

Listed in Part VII

  • KIM NORRIS

    CHAIR

    Total calculated
    $0
    Hours/week
    8 + 6 related

  • JENNIFER HAYWARD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • DIANE GAERTNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • DEBBIE JACKSON

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • KORIN AYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • KATHERINE BERTOLINI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • SHANA BUSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOHNNY DEMAAGD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10 + 6 related

  • MICHAEL MCKEOWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • FRED JACOBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • CHRIS STAFFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • EVAN LIU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARLEON TENCATE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • BONNIE GETTYS

    PRESIDENT

    Total calculated
    $144,793
    From this org
    $133,383
    From related orgs
    $0
    Other
    $11,410
    Hours/week
    40 + 5 related

  • ANNIE HALLE

    VICE PRESIDENT OPERATIONS

    Total calculated
    $100,346
    From this org
    $90,348
    From related orgs
    $0
    Other
    $9,998
    Hours/week
    40 + 15 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BCEC INC

    501(C)(3) · OFFICE RENTAL TO NON-PROFITS · MI · controlled entity

    Directly controlled by BARRY COMMUNITY FOUNDATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ROYAL COACH ACQUISITIONS LLC

    ACQUIRE AND HOLD PROPERTY · MI

    Directly controlled by BARRY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
3 March 2025
IRS schema version
2023v6.0
Source object
202510679349300406

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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