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Nonprofiteer
← SHIAWASSEE COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by SHIAWASSEE COMMUNITY FOUNDATION.

Totals

Total revenue
$1,132,892
Total expenses
$760,675
Contributions and grants received
$560,639
Grants paid
$500,001
Program service revenue
$0
Investment income
$569,907
Other revenue
$2,346
Total assets, end of year
$13,417,789
Total liabilities, end of year
$1,020,147
Net assets or fund balances, end of year
$12,397,642
Program services expenses (Part IX)
$609,285
Management and general expenses
$99,050
Fundraising expenses
$52,340
Program service expenses (Part III)
$609,285

Program services were 80.1% 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.

  • 1f · All other contributions, gifts and grants

    $560,639

  • 3 · Investment income

    total $511,424 · related or exempt $511,424

  • 7a · Gross sales of assets other than inventory

    securities $1,142,301

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

    securities $1,083,818

  • 7c · Gain or loss

    securities $58,483

  • 7d · Net gain or loss

    total $58,483 · related or exempt $58,483

  • 11a · Other revenue: REFUNDED GRANTS & SCHOLARSHIP

    total $2,346 · related or exempt $2,346

  • 11e · Other revenue, total

    $2,346

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $315,109 · program services $315,109

  • 2 · Grants to domestic individuals

    total $184,892 · program services $184,892

  • 5 · Compensation of officers, directors and key employees

    total $63,654 · program services $35,010 · management and general $15,913 · fundraising $12,731

  • 7 · Other salaries and wages

    total $59,377 · program services $32,657 · management and general $14,845 · fundraising $11,875

  • 10 · Payroll taxes

    total $9,931 · program services $5,462 · management and general $2,483 · fundraising $1,986

  • 11c · Fees: accounting

    total $11,040 · management and general $11,040

  • 11f · Fees: investment management

    total $38,675 · management and general $38,675

  • 12 · Advertising and promotion

    total $9,204 · fundraising $9,204

  • 13 · Office expenses

    total $10,814 · program services $5,948 · management and general $2,703 · fundraising $2,163

  • 14 · Information technology

    total $17,052 · program services $9,379 · management and general $4,263 · fundraising $3,410

  • 16 · Occupancy

    total $6,980 · program services $3,839 · management and general $1,745 · fundraising $1,396

  • 19 · Conferences, conventions and meetings

    total $2,530 · program services $1,392 · management and general $633 · fundraising $505

  • 22 · Depreciation, depletion and amortization

    total $1,053 · management and general $1,053

  • 23 · Insurance

    total $3,865 · program services $2,126 · management and general $966 · fundraising $773

  • 24a · Other expenses: AGENCY FUND EXPENSES

    total $9,554 · program services $9,554

  • 24b · Other expenses: EVENTS

    total $6,982 · fundraising $6,982

  • 24c · Other expenses: DUES & MEMBERSHIPS

    total $6,574 · program services $3,615 · management and general $1,644 · fundraising $1,315

  • 24d · Other expenses: PAYROLL SERVICES

    total $2,755 · management and general $2,755

  • 24e · All other expenses

    total $634 · program services $302 · management and general $332

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $146,054 · end of year $104,050

  • 2 · Savings and temporary cash investments

    beginning of year $14,121 · end of year $5,695

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

    $8,550

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

    $5,602

  • 10c · Land, buildings and equipment, net

    beginning of year $4,002 · end of year $2,948

  • 11 · Investments: publicly traded securities

    beginning of year $10,495,769 · end of year $13,305,096

  • 12 · Investments: other securities

    beginning of year $126,746

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,865 · end of year $5,931

  • 21 · Escrow or custodial account liability

    beginning of year $536,655 · end of year $1,014,216

  • 27 · Net assets without donor restrictions

    beginning of year $3,959,141 · end of year $4,894,235

  • 28 · Net assets with donor restrictions

    beginning of year $6,285,031 · end of year $7,503,407

Mission and programs · 2023

Mission

TO SOLICIT, COLLECT, RECIEVE & ADMINISTER FUNDS EXCLUSIVELY FOR SUCH RELIGIOUS, CHARITABLE, LITERARY & EDUCATIONAL PURPOSES AS PERMITTED FOR ORGANIZATION'S DEFINED IN SECTION 501(C)3 OF THE IRS AS WILL BEST PROMOTE & ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN.

  • PROMOTE AND ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS.

    Expenses $609,285 · Grants $500,001

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kimberly M Renwick

    EXECUTIVE DI

    Total calculated
    $63,654
    From this org
    $63,654
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kevin J Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jacklyn C Hurd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Wegman II

    CHAIR/PRESID

    Total calculated
    $0
    Hours/week
    2

  • Brent Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Becky Landris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Donald D Levi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bryan Marks

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Glen T Merkel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tricia Murphy-Alderman

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Corbin Skarich PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Julie Sovis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bruce J Wenzlick

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Amy West

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Curtis L Zaleski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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.

Provenance

Return type
form_990
Tax year
2023
Filed
27 January 2025
IRS schema version
2023v6.0
Source object
202520289349300217

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

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