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Nonprofiteer
← MARQUETTE COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by MARQUETTE COMMUNITY FOUNDATION.

Totals

Total revenue
$2,330,416
Total expenses
$1,778,921
Contributions and grants received
$1,615,575
Grants paid
$1,323,088
Program service revenue
$20,000
Investment income
$622,409
Other revenue
$72,432
Total assets, end of year
$24,988,668
Total liabilities, end of year
$25,775
Net assets or fund balances, end of year
$24,962,893
Program services expenses (Part IX)
$1,514,992
Management and general expenses
$164,292
Fundraising expenses
$99,637
Program service expenses (Part III)
$1,514,992

Program services were 85.2% 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

    $1,615,575

  • 2a · Program service revenue: CEMP FEE

    total $20,000 · related or exempt $20,000

  • 3 · Investment income

    total $537,799 · excluded $537,799

  • 7a · Gross sales of assets other than inventory

    securities $4,917,796

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

    securities $4,833,186

  • 7c · Gain or loss

    securities $84,610

  • 7d · Net gain or loss

    total $84,610 · related or exempt $84,610

  • 11a · Other revenue: REFUND

    total $37,438 · related or exempt $37,438

  • 11b · Other revenue: ANNUAL CELEBRATION

    total $30,642 · related or exempt $30,642

  • 11c · Other revenue: OTHER

    total $4,352 · related or exempt $4,352

  • 11e · Other revenue, total

    $72,432

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,197,074 · program services $1,197,074

  • 2 · Grants to domestic individuals

    total $126,014 · program services $126,014

  • 5 · Compensation of officers, directors and key employees

    total $78,708 · program services $39,354 · management and general $15,742 · fundraising $23,612

  • 7 · Other salaries and wages

    total $141,210 · program services $70,604 · management and general $28,242 · fundraising $42,364

  • 9 · Other employee benefits

    total $18,298 · program services $9,149 · management and general $3,660 · fundraising $5,489

  • 10 · Payroll taxes

    total $16,928 · program services $8,465 · management and general $3,385 · fundraising $5,078

  • 11c · Fees: accounting

    total $41,666 · program services $20,743 · management and general $20,923

  • 11f · Fees: investment management

    total $43,589 · program services $43,589

  • 13 · Office expenses

    total $10,014 · management and general $8,737 · fundraising $1,277

  • 16 · Occupancy

    total $24,762 · management and general $24,762

  • 17 · Travel

    total $8,475 · management and general $8,475

  • 19 · Conferences, conventions and meetings

    total $32,351 · management and general $16,175 · fundraising $16,176

  • 23 · Insurance

    total $7,890 · management and general $7,890

  • 24a · Other expenses: DUES, FEES, & REGISTRATIO

    total $9,850 · management and general $9,850

  • 24b · Other expenses: ANNUAL REPORT

    total $6,526 · management and general $6,526

  • 24c · Other expenses: DONOR NEWSLETTER

    total $5,641 · fundraising $5,641

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $5,635 · management and general $5,635

  • 24e · All other expenses

    total $4,290 · management and general $4,290

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,766,244 · end of year $2,284,312

  • 3 · Pledges and grants receivable

    beginning of year $172,500 · end of year $47,500

  • 11 · Investments: publicly traded securities

    beginning of year $20,432,596 · end of year $22,598,278

  • 15 · Other assets

    beginning of year $154,370 · end of year $58,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,513 · end of year $8,793

  • 25 · Other liabilities

    beginning of year $38,206 · end of year $16,982

  • 27 · Net assets without donor restrictions

    beginning of year $21,080,059 · end of year $23,637,195

  • 28 · Net assets with donor restrictions

    beginning of year $1,398,932 · end of year $1,325,698

Mission and programs · 2023

Mission

MISSION: TO ENRICH THE LIVES OF ALL PEOPLE IN MARQUETTE COUNTY, BY: CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING PERMANENT FUNDS FOR CHARITABLE GIVING, DISTRIBUTING SCHOLARSHIPS AND GRANTS, AND LEADING AND COLLABORATING TO ADDRESS COMMUNITY OPPORTUNITIES.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,514,992 · Grants $1,323,088 · Revenue $20,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • JOHN LENTEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS BLAKE

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MAURA DAVENPORT

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • GAIL ANTHONY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANNON EDMARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARCIA GONSTEAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LISA JAHNKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDER KOFSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LOWELL LARSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DON MOURAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KYLE AHO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK CANALE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEX FLANNERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN GOODKIND WIDEMAN

    TRUSTEE

    Total calculated
    $0

  • ANDY HERRO

    TRUSTEE

    Total calculated
    $0

  • EMILY LEACH

    TRUSTEE

    Total calculated
    $0

  • ROBERT ESLINGER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ZOSIA EPPENSTEINER

    CEO

    Total calculated
    $81,069
    From this org
    $78,708
    From related orgs
    $0
    Other
    $2,361
    Hours/week
    40

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

  • SUPERIOR WATERSHED PARTNERSHIP

    $295,529

    ENVIROMENTAL MONITOR

  • GROW AND LEAD COMMUNITY AND YOUTH

    $169,721

    GENERAL OPERATIONS

  • OTHER LESS THAN 5000

    $142,359

    GENERAL OPERATIONS

  • NORTHWOODS AIRLIFELINE

    $50,000

    GENERAL OPERATIONS

  • NORTHERN MICHIGAN UNIVERSITY

    $42,900

    SCHOLARSHIPS

  • MARQUETTE COUNTY LAND BANK AUTHORIT

    $31,000

    GENERAL OPERATIONS

  • UPAWS

    $27,006

    GENERAL OPERATIONS

  • BAY CLIFF HEALTH CAMP

    $25,000

    GENERAL OPERATIONS

  • BAY DE NOC COMMUNITY COLLEG

    $21,000

    SCHOLARSHIPS

  • LAKE SUPERIOR COMMUNITY PARTNERSHIP

    $20,000

    GENERAL OPERATIONS

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

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2024
IRS schema version
2023v5.0
Source object
202402889349300435

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.