2026-02-05T07:47:06-06:00 2025-06-30 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2024-07-01 381898699 SMALL BUSINESS ASSOCIATION OF MICHIGAN SMAL 5174828788 101 S WASHINGTON SQUARE 900 LANSING MI 48933 BRIAN CALLEY PRESIDENT & CEO 5174828788 2026-02-02 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2026-02-03 2024 2025-03-06 01:10:19Z BRIAN CALLEY 101 S WASHINGTON SQUARE 900 LANSING MI 48933 2962904 0 X WWW.SBAM.ORG X 1969 MI THE SMALL BUSINESS ASSOCIATION OF MICHIGAN'S MISSION IS TO HELP MICHIGAN SMALL BUSINESSES SUCCEED BY PROMOTING ENTREPRENEURSHIP, LEVERAGING BUYING POWER AND ENGAGING IN POLITICAL ADVOCACY. 24 24 43 506 140010 0 155062 1291068 1215476 1481527 27348 44299 228303 146010 1626189 2962904 3126 0 0 0 896048 1078223 0 0 0 896198 1641419 1795372 2719642 -169183 243262 2002527 2387591 1218063 1232464 784464 1155127 THE SMALL BUSINESS ASSOCIATION OF MICHIGAN'S MISSION IS TO HELP MICHIGAN SMALL BUSINESSES SUCCEED BY PROMOTING ENTREPRENEURSHIP, LEVERAGING BUYING POWER AND ENGAGING IN POLITICAL ADVOCACY. 0 0 FULL-TIME LEGISLATIVE SUPPORT: COMMUNICATE ABOUT PROPOSED PUBLIC POLICY AND REGULATORY MATTERS OF CONCERN TO MICHIGAN'S SMALL BUSINESS COMMUNITY TO A VARIETY OF AUDIENCES INCLUDING THE MICHIGAN LEGISLATURE AND BUSINESS REGULATORS. OFFER COMMUNICATIONS TOOLS SUCH AS NEWSLETTERS, WEBSITES, AND A MAGAZINE TO THE SMALL BUSINESS COMMUNITY. THESE TOOLS ARE USED TO INFORM SMALL BUSINESS OWNERS ABOUT LEGISLATIVE AND REGULATORY MATTERS IN ADDITION TO PROVIDING INFORMATION TO HELP EDUCATE SMALL BUSINESS OWNERS ABOUT A VARIETY OF BUSINESS OPERATIONS TOPICS. 33,298 MEMBERS BENEFITED FROM THE ASSOCIATION'S PROGRAMS DURING THE FISCAL YEAR. 0 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 43 0 1 43 1 1 1 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MICHAEL BROWN 5174828788 101 S WASHINGTON SQUARE SUITE 900 LANSING MI 48933 ALI HAIDER DIRECTOR 0.50 X 0 0 0 ANNE BRIDGEWATER DIRECTOR 0.50 X 0 0 0 BREANNA STUART DIRECTOR 0.50 X 0 0 0 DEREK DICKOW DIRECTOR 0.50 X 0 0 0 DIANNE HARTWELL DIRECTOR 0.50 X 0 0 0 EVAN MATHISON DIRECTOR 0.50 X 0 0 0 HEATHER ISCH DIRECTOR 0.50 X 0 0 0 JENNY BROWN DIRECTOR 0.50 X 0 0 0 KAREN MAY DIRECTOR 0.50 X 0 0 0 KEVIN BEGOLA DIRECTOR 0.50 X 0 0 0 KIM BODE DIRECTOR 0.50 X 0 0 0 LARRY FARAGALLI DIRECTOR 0.50 X 0 0 0 MATT RUSSELL DIRECTOR 0.50 X 0 0 0 MICHAEL DEBRUYN DIRECTOR 0.50 X 0 0 0 MICHAEL SHABLUK DIRECTOR 0.50 X 0 0 0 MONICA GAUTHIER DIRECTOR 0.50 X 0 0 0 PATTI EISENBRAUN DIRECTOR 0.50 X 0 0 0 SHANNON ENDERS DIRECTOR 0.50 X 0 0 0 GINNY SHERROW SECRETARY 0.50 X X 0 0 0 MARK WARE TREASURER 0.50 X X 0 0 0 GINA THORSEN SECOND VICE CHAIR 0.50 X X 0 0 0 SHERI WELSH FIRST VICE CHAIR 0.50 X X 0 0 0 SUE TELLIER IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 ERICK STEWART CHAIR 0.50 X X 0 0 0 BRIAN CALLEY PRESIDENT/CEO 16.00 24.00 X 124076 186114 13875 ANN PARKER COO (ENDED 12/24) 12.00 28.00 X 57531 134239 18715 KELLI SAUNDERS VP OF POLICY & ENGAGEMENT 32.00 8.00 X 85121 21280 3636 MICHELLE BEEBE CHIEF REVENUE OFFICER 16.00 24.00 X 77693 116539 10070 SARAH MILLER VP OF OPERATIONS 12.00 28.00 X 37198 86795 32947 381619 544967 79243 7 0 1 0 0 836100 275452 179516 1291068 MEMBERSHIP DUES 900099 1024042 1024042 INSURED MEMBER SUPPORT 900099 325000 325000 ESTA TOOLKIT & WEBINAR 900099 130325 130325 MEETING REGISTRATION 900099 2160 2160 1481527 44299 44299 6000 0 6000 6000 6000 ADVERTISING REVENUE 541800 140010 140010 140010 2962904 1481527 140010 50299 129626 757776 46903 77833 66085 178608 5883 38141 273106 62428 19426 107069 4500 451 46684 142445 5927 GRANT EXPENSES 624843 PRINTING & PUBLICATIONS 129445 OTHER EXPENSES 2463 2719642 1064 233540 11549 126651 164240 53074 5750 4463 1318818 1468757 501106 501106 2002527 2387591 757064 664597 460999 567867 1218063 1232464 X 784464 1155127 784464 1155127 2002527 2387591 243262 127401 0 X 0 1 X 1 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1024042 273106 8120 281226 273112 8114 0 INVESTMENTS IN SUBSIDIARY - SBRC 501106 501106 X PART X, LINE 2: IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE TO FOUR YEARS. X X X X 0 0 0 BRIAN CALLEY PRESIDENT/CEO 116076 174114 8000 12000 0 0 4763 7145 787 1180 129626 194439 0 0 ANN PARKER COO (ENDED 12/24) 57531 134239 0 0 0 0 2331 5439 3284 7661 63146 147339 0 0 MICHELLE BEEBE CHIEF REVENUE OFFICER 77693 108539 0 8000 0 0 3108 4763 1412 787 82213 122089 0 0 SARAH MILLER VP OF OPERATIONS 37198 86795 0 0 0 0 1560 3640 8324 19423 47082 109858 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A 100% MEMBER ORGANIZATION FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY A VOTE OF A MAJORITY OF THE BOARD OF DIRECTORS PRESENT AND VOTING AT THE LAST MEETING OF THE FISCAL YEAR. PROXY VOTING SHALL NOT BE ALLOWED FOR PURPOSES OF ELECTING DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, THE COO, AND THE CEO. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE ASKED TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. FORMS ARE REVIEWED BY THE PRESIDENT & CEO AND THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN INFORMS THE BOARD OF ITS DETERMINATION AT A MEETING. A CONFLICTED DIRECTOR SHALL BE RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON HIS OR HER CONFLICT OF INTEREST. BOARD MEMBERS MAY ABSTAIN FROM VOTING ON CERTAIN ISSUES IF A CONFLICT EXISTS AND ANY RELATIONSHIP WITH A BOARD MEMBER THAT ALSO MAY BE A VENDOR IS REVEALED BEFORE ENGAGING IN BUSINESS WITH THAT BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS RETAINED AN OUTSIDE INDEPENDENT CONSULTANT TO DEVELOP AND MANAGE A FORMAL SALARY ADMINISTRATION SYSTEM. HE UTILIZES DATA FROM A VARIETY OF SOURCES SUCH AS ASAE AND SALARY SURVEYS AND OTHER INDUSTRY SPECIFIC TOOLS TO ESTABLISH PAY GRADES AND ZONES. THIS DATA IS UPDATED ANNUALLY. ALL STAFF SALARIES ARE DETERMINED BASED ON THIS DATA. THE PRESIDENT AND CEO HAS AN ANNUAL PERFORMANCE EVALUATION CONDUCTED BY THE EXECUTIVE COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. THE PRESIDENT & CEO PERFORMANCE EVALUATION FOR THE 24-25 FISCAL YEAR WAS CONDUCTED ON JULY 21, 2025. SALARY ADJUSTMENTS WERE MADE EFFECTIVE WITH THE JULY 15TH, 2025 PAYROLL. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC IN ACCORDANCE WITH THE FEDERAL LAWS AND IRS RULES. REQUESTS HAVE BEEN INFREQUENT, BUT TYPICALLY THE DOCUMENTS ARE COPIED AND MAILED TO THE REQUESTOR WITHIN THE REQUIRED TIMELINE. SBAM FOUNDATION 101 S WASHINGTON SQUARE SUITE 900 LANSING MI 48933 883293504 SUPPORT SERVICES FOR SMALL BUSINESS IN MICHIGAN MI 501(C)(3) LINE 12A, I SMALL BUSINESS ASSOCIATION OF MICHIGAN 1 SMALL BUSINESS RESOURCE CENTER INC 120 N WASHINGTON SQUARE SUITE 1000 LANSING MI 48933 383042915 MANAGEMENT AND SALES OF PRODUCTS AND SERVICES MI SMALL BUSINESS ASSOC OF MI C 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 SMALL BUSINESS RESOURCE CENTER O 178608 MANAGEMENT & I/S FEES SMALL BUSINESS RESOURCE CENTER S 325000 INSURED MEMBER SUPPORT SBAM FOUNDATION C 836100 CASH