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Nonprofiteer
← CHARLEVOIX COUNTY COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by CHARLEVOIX COUNTY COMMUNITY FOUNDATION.

Totals

Total revenue
$5,262,453
Total expenses
$4,756,583
Contributions and grants received
$2,885,535
Grants paid
$4,001,642
Program service revenue
$0
Investment income
$2,376,918
Other revenue
$0
Total assets, end of year
$64,505,812
Total liabilities, end of year
$5,894,767
Net assets or fund balances, end of year
$58,611,045
Program services expenses (Part IX)
$4,402,899
Management and general expenses
$213,064
Fundraising expenses
$140,620
Program service expenses (Part III)
$4,402,899

Program services were 92.6% 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.

  • 1f · All other contributions, gifts and grants

    $2,885,535

  • 1g · Noncash contributions included above

    $337,751

  • 3 · Investment income

    total $2,128,546 · excluded $2,128,546

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,991,727

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

    securities $2,743,355

  • 7c · Gain or loss

    securities $248,372

  • 7d · Net gain or loss

    total $248,372 · excluded $248,372

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,611,173 · program services $3,611,173

  • 2 · Grants to domestic individuals

    total $390,469 · program services $390,469

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $111,811 · program services $39,134 · management and general $39,134 · fundraising $33,543

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $310,561 · program services $180,330 · management and general $82,071 · fundraising $48,160

  • 8 · Pension plan contributions

    total $23,231 · program services $12,071 · management and general $6,667 · fundraising $4,493

  • 9 · Other employee benefits

    total $25,667 · program services $13,336 · management and general $7,367 · fundraising $4,964

  • 10 · Payroll taxes

    total $33,995 · program services $17,664 · management and general $9,756 · fundraising $6,575

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $675 · program services $371 · management and general $203 · fundraising $101

  • 11c · Fees: accounting

    total $15,527 · program services $8,540 · management and general $4,658 · fundraising $2,329

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $6,995 · program services $3,847 · management and general $2,098 · fundraising $1,050

  • 12 · Advertising and promotion

    total $39,331 · program services $21,632 · management and general $5,900 · fundraising $11,799

  • 13 · Office expenses

    total $27,367 · program services $15,052 · management and general $8,210 · fundraising $4,105

  • 14 · Information technology

    total $68,421 · program services $37,632 · management and general $20,526 · fundraising $10,263

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $12,311 · program services $6,771 · management and general $3,693 · fundraising $1,847

  • 17 · Travel

    total $5,658 · program services $3,112 · management and general $1,697 · fundraising $849

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $8,131 · program services $4,472 · management and general $2,439 · fundraising $1,220

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $12,500 · program services $6,875 · management and general $3,750 · fundraising $1,875

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Supplies

    total $38,806 · program services $21,343 · management and general $11,642 · fundraising $5,821

  • 24b · Other expenses: Dues and subscriptions

    total $10,842 · program services $5,963 · management and general $3,253 · fundraising $1,626

  • 24c · Other expenses: Life insurance premiums

    total $3,112 · program services $3,112

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $108,305 · end of year $115,631

  • 2 · Savings and temporary cash investments

    beginning of year $3,495,280 · end of year $4,224,111

  • 3 · Pledges and grants receivable

    beginning of year $23,168 · end of year $8,168

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

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

    $581,272

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

    $207,341

  • 10c · Land, buildings and equipment, net

    beginning of year $368,676 · end of year $373,931

  • 11 · Investments: publicly traded securities

    beginning of year $55,157,138 · end of year $59,783,971

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,704 · end of year $16,615

  • 18 · Grants payable

    beginning of year $551,700 · end of year $612,242

  • 25 · Other liabilities

    beginning of year $4,983,319 · end of year $5,265,910

  • 27 · Net assets without donor restrictions

    beginning of year $1,285,544 · end of year $1,562,217

  • 28 · Net assets with donor restrictions

    beginning of year $52,315,300 · end of year $57,048,828

Mission and programs · 2024

Mission

Awarding grants and scholarships.

  • The Organization serves the County of Charlevoix, Michigan, through the awarding of grants to other non-profit organizations and scholarships to students.

    Expenses $4,402,899 · Grants $4,001,642

As filed on the 2024 return.

Listed in Part VII

  • Sara Ward

    President

    Total calculated
    $111,811
    From this org
    $111,811
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Keith Carey

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Dean Solomon

    Vice-Chair

    Total calculated
    $0
    Hours/week
    2

  • Bill Lorne

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Boyer

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Monica Peck

    Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Carol Timmer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeff Crouse

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Erika Van Dam

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pam Grassmick

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Angie Nachazel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jim Lentz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Cindy Grice

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John McLeod

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tom Teske

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anna Young

    Trustee

    Total calculated
    $0
    Hours/week
    1

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
2024
Filed
6 August 2025
IRS schema version
2024v5.2
Source object
202512239349302331

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

The source document this was parsed from is served over the API, which is where bulk and document access live.