2024-01-10T15:24:33-05:00 2023-09-30 382300227 CONDON HECHT BISHER WADE & CO PC 184 W CARLETON ROAD HILLSDALE MI 49242 990 2022-10-01 383285624 SHIAWASSEE COMMUNITY FOUNDATION INC SHIA 9897251093 217 N WASHINGTON STREET SUITE 104 OWOSSO MI 48867 KIMBERLY M RENWICK EXECUTIVE DIRECTOR 9897251093 2024-01-09 true KIMBERLY RENWICK 999009999 false STEPHEN W BISHER CPA P00234036 5174399331 2024-01-10 2022 2023-04-26 12:10:37Z KIMBERLY M RENWICK 217 N WASHINGTON STREET SUITE 104 OWOSSO MI 48867 2066412 false X WWW.SHIAWASSEECOMMUNITYFOUNDATION.ORG X 1995 MI 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. 12 12 6 30 0 114464 173210 0 716597 471162 1480 5140 832541 649512 388620 356472 0 110678 117899 0 41930 83537 121374 582835 595745 249706 53767 9814993 10786692 461436 542520 9353557 10244172 X 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. false false 461675 356472 PROMOTE AND ENHANCE THE WELL-BEING OF THE RESIDENTS OF MICHIGAN THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. 461675 true true false false false true false false true true true false false false false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 1 0 6 true false false false false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false MI X KIMBERLY M RENWICK 9897251093 217 NORTH WASHINGTON ST SUITE 104 OWOSSO MI 48867 KIMBERLY M RENWICK EXECUTIVE DI 40.00 X 63654 0 0 KEVIN J DAVIS DIRECTOR 2.00 X 0 0 0 JACKLYN C HURD DIRECTOR 2.00 X 0 0 0 PATRICK WEGMAN II CHAIR/PRESID 2.00 X X 0 0 0 BRENT JONES DIRECTOR 2.00 X 0 0 0 BECKY LANDRIS DIRECTOR 2.00 X 0 0 0 DONALD D LEVI DIRECTOR 2.00 X 0 0 0 BRYAN MARKS SECRETARY 2.00 X X 0 0 0 GLEN T MERKEL DIRECTOR 2.00 X 0 0 0 TRICIA MURPHY-ALDERMAN VICE PRESIDE 2.00 X X 0 0 0 DR JULIE SOVIS DIRECTOR 2.00 X 0 0 0 BRUCE J WENZLICK TREASURER 2.00 X X 0 0 0 CURTIS L ZALESKI DIRECTOR 2.00 X 0 0 0 63654 false false false 173210 173210 412253 412253 1475809 1416900 58909 58909 58909 REFUNDED GRANTS & SCHOLARSHIP 5140 5140 5140 649512 476302 205557 205557 150915 150915 63655 35010 15914 12731 45635 25100 11408 9127 8609 4735 2152 1722 10540 10540 32931 32931 3455 3455 10497 5774 2624 2099 23243 12784 5811 4648 6839 3761 1710 1368 728 400 182 146 3004 1652 751 601 999 999 6541 3598 1635 1308 AGENCY FUND EXPENSES 10030 10030 DUES & MEMBERSHIPS 4289 2359 1072 858 EVENTS 3867 3867 PAYROLL SERVICES 3700 3700 711 711 595745 461675 92140 41930 160905 146054 9867 14121 8550 4548 1733 4002 9469065 10495769 173423 126746 9814993 10786692 5900 5865 455536 536655 461436 542520 X 3563568 3959141 5789989 6285031 9353557 10244172 9814993 10786692 X 53767 865421 -28573 X false true X true false X 298612 135514 228875 114464 173210 950675 298612 135514 228875 114464 173210 950675 950675 514032 355808 344260 628684 375922 2218706 3088 3344 4283 1480 15170 27365 3196746 2272372 0.29740 0.35070 X PART II, LINE 10 ADMIN FEES COLLECTED ON AGENCY FUNDS 22,225 RETURNED GRANTS & SCHOLARSHIPS 5,140 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1000 2456 41599 true true false true X 8913621 117001 1257257 356738 256 156042 9774843 11171850 82976 -1805731 365129 176 170169 8913621 9551648 131925 1986691 325634 1375 171405 11171850 9192148 112317 702016 307719 879 146235 9551648 9150970 144208 346710 304266 4006 141468 9192148 0.02010 0.00800 0.97190 false false 8550 4548 4002 4002 1434857 865421 10030 875451 559406 31278 58828 90106 649512 544242 544242 31278 20225 51503 595745 SCHEDULE D, PAGE 2, PART IV, LINE 2B AGENCY ENDOWMENT FUNDS ARE SIMILAR TO OTHER ENDOWMENTS, EXCEPT THAT ORGANIZATIONS ESTABLISHING AGENCY FUNDS NAMED THEMSELVES AS BENEFICIARY TO RECEIVE THE BENEFITS OF DISTRIBUTIONS PURSUANT TO THE FOUNDATION'S SPENDING POLICY. AS SUCH, IN ACCORDANCE WITH THE PROVISIONS OF ACCCOUNTING STANDARDS, AGENCY ENDOWMENT FUNDS EQUITY IS REPORTED BY THE FOUNDATION AS A LIABILITY - FUNDS HELD FOR OTHERS. HOWEVER, TITLE AND VARIANCE POWER OVER THE ASSETS REMAINS WITH THE FOUNDATION PURSUANT TO THE DICTATES OF SIGNED FUND AGREEMENTS. THE ANNUAL ALLOTTTED SPENDABLE IS BASED ON THE PRINCIPLES OF THE MICHIGAN UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) WITH THE OVERARCHING GOAL OF PRESERVING AND GROWING THE CONTRIBUTED MONIES IN AGENCY FUNDS INTO PERPETUITY. SCHEDULE D, PAGE 2, PART V, LINE 4 PROMOTE AND ENHANCE THE WELL-BEING OF THE RESIDENTS OF MIHCIGAN THROUGH THE ISSUANCE OF GRANTS AND SCHOLARSHIPS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FEES COLLECTED FROM AGENCY FUNDS 10,030 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENTS - CONTRIBUTIONS 36,000 AGENCY ENDOWMENTS - INTEREST & INCOME 20,008 AGENCY ENDOWMENTS - REALIZED GAINS 2,820 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENTS - GRANTS 8,542 AGENCY ENDOWMENTS - INVESTMENT FEES 1,653 AGENCY ENDOWMENTS - ADMIN FEES 10,030 SCHEDULE D, PAGE 4, PART XIII AGENCY FUNDS RECONCILIATION: BEGINNING BALANCE 455,536 REVENUE 58,828 UNREALIZED GAINS 42,516 EXPENSES ( 20,225) ENDING BALANCE 536,655 true DEVRIES NATURE CONSERVANCY 2635 NORTH M-52 OWOSSO MI 48867 200631470 501C3 65703 AGRICULTURAL SHIAWASSEE HUMANE SOCIETY 2752 WEST BENNINGTON RD OWOSSO MI 48867 381647940 501C3 35663 ANIMAL SHELTER DURAND UNION STATION INC PO BOX 106 DURAND MI 48429 382603844 501C3 37038 AGENCY SUPPORT 3 SCHOLARSHIPS 91 150915 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL SCHOLARSHIP RECIPIENTS ARE REQUIRED TO SIGN AN AGREEMENT BEFORE THE MONIES ARE RELEASED BY THE FOUNDATION. BY SIGNING THE AGREEMENT, THE RECIPIENT AGREES TO USE THE SCHOLARSHIP MONIES FOR THE INTENDED PURPOSE STATED IN THE AGREEMENT. ADDITIONALLY, SCHOLARSHIPS ARE PAID DIRECTLY TO THE RESPECTIVE EDUCATIONAL INSTITUTION ON BEHALF OF THE RECIPIENT; I.E., NOT DIRECTLY TO THE RECIPIENT. FORM 990 - ORGANIZATION'S 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. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE ON THE BOARD AND/OR COMMITTEES. THEY REVIEW GRANT APPLICATIONS, DO COMMUNITY SERVICE, PARTICIPATE IN FUND DEVELOPMENT, AND DETERMINE GRANT PRIORITY AREAS. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD TREASURER IS PROVIDED A COPY OF THE 990 PRIOR TO FILING. COPIES ARE ALSO MADE AVAILABLE TO ANY BOARD MEMBER THAT REQUESTS A COPY PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY. ALL CONFLICTS OF INTEREST ARE EVALUATED BY THE GOVERNING BODY, WHO THEN DETERMINES THE BEST COURSE OF ACTION ON A CASE BY CASE BASIS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS SET BY THE GOVERNING BODY ANNUALLY, TAKING INTO CONSIDERATION THE FOLLOWING FACTORS: ECONOMIC CONDITIONS, PERFORMANCE OF EXECUTIVE DIRECTOR, COMPENSATION SURVEY OF PEERS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 FEES COLLECTED FROM AGENCY FUNDS 10,030 AGENCY ENDOWMENTS - CONTRIBUTIONS -36,000 AGENCY ENDOWMENTS - INTEREST & INCOME -20,008 AGENCY ENDOWMENTS - REALIZED GAINS -2,820 AGENCY ENDOWMENTS - GRANTS 8,542 AGENCY ENDOWMENTS - INVESTMENT FEES 1,653 AGENCY ENDOWMENTS - ADMIN FEES 10,030 TOTAL -28,573