Form 990 for tax year 2023
Filed by COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN.
Totals
- Total revenue
- $128,173,574
- Total expenses
- $117,230,287
- Contributions and grants received
- $101,212,044
- Grants paid
- $95,386,578
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $102,550,164
- Management and general expenses
- $13,597,897
- Fundraising expenses
- $1,082,226
- Program service expenses (Part III)
- $102,550,164
Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID M HEMPSTEAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
DAVID T PROVOST
CHAIR(BEG 7/23)/VICE CHAIR(END 7/23)
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
JACK MARTIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
JAMES B NICHOLSON
CHAIR (END 06/23)/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5 + 2 related
-
MARY H WEISER
VICE CHAIR (BEG 07/23)/SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PENNY B BLUMENSTEIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
REGINALD M TURNER
VICE CHAIR (END 06/23)/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
AHMAD CHEBBANI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ALAN E SCHWARTZ
HONORARY TRUSTEE (END 07/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
ALBERT M BERRIZ
TRUSTEE (END 06/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
ALLAN D GILMOUR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1.5 related
-
ANDREW L CAMDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BARBARA C VAN DUSEN
HONORARY TRUSTEE (BEG 07/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
BARBARA L MCQUADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BONNIE LARSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BRUCE E NYBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CARLA WALKER-MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTOPHER L RIZIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
CHUCK STOKES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DALE L WATCHOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DANA M LOCNISKAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID P LARSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC B LARSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
FLORINE MARK
TRUSTEE (END 10/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
GARY H TORGOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GERALD E ROSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GLENDA D PRICE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
HENRY W LIM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JACKSON GLOVER
HONORARY TRUSTEE (BEG 09/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
JENICE C MITCHELL FORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JENNIFER M FISCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOANN CHAVEZ
VICE CHAIR (BEG 07/23)/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
JOHN D LEWIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN M ERB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KAREN SOSNICK SCHOENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KENNETH WHIPPLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
LENA R EPSTEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
LINDA A WASSERMAN AVIV
TRUSTEE (END 11/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
MARIA THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MATTHEW P CULLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MICHAEL E BANNISTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL T MONAHAN
HONORARY TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
PAUL C HILLEGONDS
HONORARY TRUSTEE (BEG 07/23)
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
PAUL R DIMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
PAUL TRULIK
TRUSTEE (BEG 07/23)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
PHILLIP WM FISHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
SARAH M EARLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
SEAN K WERDLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
STEPHEN R POLK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN K HAMP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
THOMAS C BUHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
VIVIAN DAY STROH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
W RICKARD SCOFIELD
TRUSTEE (END 05/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
WENDY BATISTE-JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
WILLIAM F PICKARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
WILLIAM M HERMANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM W SHELDEN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
ZION WILLIAMS
HONORARY TRUSTEE (BEG 09/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
RICHARD L DEVORE
PRESIDENT
- Total calculated
- $690,131
- From this org
- $638,226
- From related orgs
- $0
- Other
- $51,905
- Hours/week
- 42 + 7 related
Schedule J breakdown matched by us
- Base
- $625,916
- Bonus
- $2,500
- Other
- $9,810
- Deferred
- $31,619
- Nontaxable benefits
- $20,286
- Filer's total
- $690,131
-
JENILYN NORMAN
VP, FINANCE AND ADMINISTRATION
- Total calculated
- $279,354
- From this org
- $244,708
- From related orgs
- $0
- Other
- $34,646
- Hours/week
- 48 + 3 related
Schedule J breakdown matched by us
- Base
- $244,258
- Bonus
- $0
- Other
- $450
- Deferred
- $25,032
- Nontaxable benefits
- $9,614
- Filer's total
- $279,354
-
LAURA L BROWNFIELD
GENERAL COUNSEL
- Total calculated
- $308,007
- From this org
- $268,233
- From related orgs
- $0
- Other
- $39,774
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,543
- Bonus
- $0
- Other
- $690
- Deferred
- $27,510
- Nontaxable benefits
- $12,264
- Filer's total
- $308,007
-
SHERYL G ARB
VP, MARKETING AND COMMUNICATIONS
- Total calculated
- $281,318
- From this org
- $235,091
- From related orgs
- $0
- Other
- $46,227
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,111
- Bonus
- $0
- Other
- $1,980
- Deferred
- $23,353
- Nontaxable benefits
- $22,874
- Filer's total
- $281,318
-
KATHRYN G BRISSON
VP, PROGRAM
- Total calculated
- $273,055
- From this org
- $229,290
- From related orgs
- $0
- Other
- $43,765
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $228,600
- Bonus
- $0
- Other
- $690
- Deferred
- $22,907
- Nontaxable benefits
- $20,858
- Filer's total
- $273,055
-
RANDALL S ROSS
VP, PHILANTHROPIC SERVICES
- Total calculated
- $245,218
- From this org
- $207,983
- From related orgs
- $0
- Other
- $37,235
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,293
- Bonus
- $0
- Other
- $690
- Deferred
- $20,891
- Nontaxable benefits
- $16,344
- Filer's total
- $245,218
-
NICOLE SHERARD-FREEMAN
CHIEF OPERATING OFFICER (BEG 07/23)
- Total calculated
- $188,641
- From this org
- $187,920
- From related orgs
- $0
- Other
- $721
- Hours/week
- 42
Schedule J breakdown matched by us
- Base
- $184,128
- Bonus
- $0
- Other
- $3,792
- Deferred
- $0
- Nontaxable benefits
- $721
- Filer's total
- $188,641
-
SARAH WEDEPOHL
VP, PROGRAM (BEG 09/23)
- Total calculated
- $171,806
- From this org
- $152,613
- From related orgs
- $0
- Other
- $19,193
- Hours/week
- 48
Schedule J breakdown matched by us
- Base
- $147,000
- Bonus
- $5,000
- Other
- $613
- Deferred
- $15,138
- Nontaxable benefits
- $4,055
- Filer's total
- $171,806
-
WAFA S DINARO
EXECUTIVE DIRECTOR, NEI
- Total calculated
- $207,454
- From this org
- $178,030
- From related orgs
- $0
- Other
- $29,424
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,730
- Bonus
- $0
- Other
- $300
- Deferred
- $9,008
- Nontaxable benefits
- $20,416
- Filer's total
- $207,454
-
OLUBNUMI PARKS
VP, TALENT & CULTURE
- Total calculated
- $186,735
- From this org
- $161,249
- From related orgs
- $0
- Other
- $25,486
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,979
- Bonus
- $0
- Other
- $270
- Deferred
- $8,250
- Nontaxable benefits
- $17,236
- Filer's total
- $186,735
-
MATTHEW J LEWIS
CFSEM, DIRECTOR OF GOV AND OPS
- Total calculated
- $181,762
- From this org
- $153,949
- From related orgs
- $0
- Other
- $27,813
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $148,679
- Bonus
- $5,000
- Other
- $270
- Deferred
- $15,530
- Nontaxable benefits
- $12,283
- Filer's total
- $181,762
-
PATRICK J CARR
INFORMATION SYSTEMS OFFICER
- Total calculated
- $175,584
- From this org
- $145,234
- From related orgs
- $0
- Other
- $30,350
- Hours/week
- 48
Schedule J breakdown matched by us
- Base
- $143,949
- Bonus
- $0
- Other
- $1,285
- Deferred
- $14,938
- Nontaxable benefits
- $15,412
- Filer's total
- $175,584
-
BRAD M WESTLAKE
CONTROLLER
- Total calculated
- $172,927
- From this org
- $150,316
- From related orgs
- $0
- Other
- $22,611
- Hours/week
- 48
Schedule J breakdown matched by us
- Base
- $149,885
- Bonus
- $0
- Other
- $431
- Deferred
- $15,165
- Nontaxable benefits
- $7,446
- Filer's total
- $172,927
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- SOCIAL CLUB DUES ARE PAID FOR THE PRESIDENT, SO THAT THE ORGANIZATION MIGHT HOLD MEETINGS THERE. NO PART OF THIS BENEFIT WAS TREATED AS TAXABLE INCOME.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$8,780,337
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
-
JEWISH FEDERATION OF METROPOLITAN DETROIT
$6,605,886
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
-
REGENTS OF THE UNIVERSITY OF MICHIGAN
$3,208,719
COMMUNITY IMPROVEMENT & CAPACITY BUILDING
-
$3,000,000
EDUCATION
-
DETROIT SYMPHONY ORCHESTRA INC
$2,719,473
ARTS
-
$2,413,890
EDUCATION
-
DETROIT RIVERFRONT CONSERVANCY INC
$1,823,520
ARTS
-
$1,364,701
ARTS
-
URBAN RENEWAL INITIATIVE FOUNDATION
$1,350,000
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
-
$1,125,000
EDUCATION
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.
-
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
FOUNDATION FOR DETROIT'S FUTURE
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
SOUTHEAST MICHIGAN OPPORTUNITY TRUST
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
SOUTHEAST MICHIGAN COMMUNITY INVESTMENT FOUNDATION
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
MATTHEW AND KAREN CULLEN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
-
SOUTHEAST MICHIGAN OPPORTUNITY FOUNDATION 4
501(C)(3) · SUPPORT CHARITABLE ORGANIZATION · MI · controlled entity
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.
-
COMMUNITY FOUNDATION INVESTMENTS 2 LLC
SETUP TO HOLD REAL ESTATE INVESTMENTS · MI
Directly controlled by COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349315779
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.