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Nonprofit · EIN 20-8146148

GREAT LAKES BAY FOUNDATION

Tax-exempt · BAY CITY, MI 48708

Financials

$680K$776K2023$625K$715K2024
Revenue Expenses · by fiscal year end
Financials of GREAT LAKES BAY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$624,671$715,208-$90,537$109,576$254,607-$145,031
December 31, 2023990$680,456$776,101-$95,645$243,800$298,294-$54,494
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$556,492
Program service revenue
$64,271
Investment income
$1,088
Other revenue
$2,820

Expenses

Grants and similar amounts paid
$30,279
Compensation of officers, directors and key employees
$74,250
Other salaries and wages
$380,575
Salaries, compensation and benefits (total)
$454,825
Professional fundraising fees
$0
Occupancy
$3,560
Travel
$8,761
Depreciation
$71
Program services (functional)
$576,639
Management and general (functional)
$138,569

Balance sheet and other

Total assets, start of year
$243,800
Total assets, end of year
$109,576
Total liabilities, end of year
$254,607
Net assets, end of year
-$145,031
Land, buildings and equipment
$108
Publicly traded securities
$3,510
Net assets without donor restrictions
-$357,172
Net assets with donor restrictions
$212,141
Gross receipts
$624,671
Employees
0
Year formed
2007
State of legal domicile
MI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MATTHEW FELANPRESIDENT
Officer
4$74,250$90,750$4,950
KIMBERLEE BACZEWSKIDIRECTOR
Trustee or director
0.5$0$0$0
JIM BARCIADIRECTOR
Trustee or director
0.5$0$0$0
BROOKE BEEBEDIRECTOR
Trustee or director
0.5$0$0$0
NEAL BISHOPDIRECTOR
Trustee or director
0.5$0$0$0
BETH CHARLTONDIRECTOR
Trustee or director
0.5$0$0$0
ROB CLARKDIRECTOR
Trustee or director
0.5$0$0$0
MELINDA COFFINDIRECTOR
Trustee or director
0.5$0$0$0
JEFF COLLIERDIRECTOR
Trustee or director
0.5$0$0$0
LIZ CONWAYDIRECTOR
Trustee or director
0.5$0$0$0
ROBERT DAVIESDIRECTOR
Trustee or director
0.5$0$0$0
BEN DENAYDIRECTOR
Trustee or director
0.5$0$0$0
GERD DIETERICHDIRECTOR
Trustee or director
0.5$0$0$0
KEN FRIERSONDIRECTOR
Trustee or director
0.5$0$0$0
BILL GAGLIARDIDIRECTOR
Trustee or director
0.5$0$0$0
30 more people on this return
NameTitleHours / weekCompensation
HEATHER GALLEGOSBOARD CHAIR
Trustee or director, Officer
0.5$0
MICHAEL GAVINDIRECTOR
Trustee or director
0.5$0
MICHAEL GOADDIRECTOR
Trustee or director
0.5$0
TODD GREGORYDIRECTOR
Trustee or director
0.5$0
PATRICK HENGESBACHDIRECTOR
Trustee or director
0.5$0
TIM HOODDIRECTOR
Trustee or director
0.5$0
VERONICA HORNDIRECTOR
Trustee or director
0.5$0
GEORGE GRANT JRDIRECTOR
Trustee or director
0.5$0
BRIAN KEELERDIRECTOR
Trustee or director
0.5$0
PAVEL KONECNYDIRECTOR
Trustee or director
0.5$0
TIM LACEYDIRECTOR
Trustee or director
0.5$0
JONATHAN LAUDERBACHDIRECTOR
Trustee or director
0.5$0
JON LYNCHSECRETARY/TR
Trustee or director, Officer
0.5$0
KENT MACDONALDDIRECTOR
Trustee or director
0.5$0
JEFF MAYESDIRECTOR
Trustee or director
0.5$0
DIANE MIDDLETONDIRECTOR
Trustee or director
0.5$0
ANNA MOONEYDIRECTOR
Trustee or director
0.5$0
ALYSHA PASQUALIDIRECTOR
Trustee or director
0.5$0
SETH PERIGODIRECTOR
Trustee or director
0.5$0
JUSTIN POMERVILLEDIRECTOR
Trustee or director
0.5$0
RON RIDLEYDIRECTOR
Trustee or director
0.5$0
MAGEN SAMYNDIRECTOR
Trustee or director
0.5$0
DANIEL SCHEFFERDIRECTOR
Trustee or director
0.5$0
PETER SHAHEENPAST CHAIR
Trustee or director, Officer
0.5$0
BRADLEY SIZELOVEDIRECTOR
Trustee or director
0.5$0
TONY STAMASDIRECTOR
Trustee or director
0.5$0
JEFF STOUTENBURGDIRECTOR
Trustee or director
0.5$0
ERIN STRANGVICE CHAIR
Trustee or director, Officer
0.5$0
SUNITA VADAKATHDIRECTOR
Trustee or director
0.5$0
KRISTEN WENZELDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 40 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MATTHEW FELANPRESIDENT
Officer
4$75,735$92,565$5,049
KIMBERLEE BACZEWSKIDIRECTOR
Trustee or director
0.5$0$0$0
JIM BARCIADIRECTOR
Trustee or director
0.5$0$0$0
NEAL BISHOPDIRECTOR
Trustee or director
0.5$0$0$0
BETH CHARLTONDIRECTOR
Trustee or director
0.5$0$0$0
ROB CLARKDIRECTOR
Trustee or director
0.5$0$0$0
FRANK CLOUTIERPAST CHAIR
Trustee or director, Officer
0.5$0$0$0
LIZ CONWAYDIRECTOR
Trustee or director
0.5$0$0$0
KEVIN COTTERDIRECTOR
Trustee or director
0.5$0$0$0
ROBERT DAVIESDIRECTOR
Trustee or director
0.5$0$0$0
BEN DENAYDIRECTOR
Trustee or director
0.5$0$0$0
BILL GAGLIARDIDIRECTOR
Trustee or director
0.5$0$0$0
HEATHER GALLEGOSVICE CHAIR
Trustee or director, Officer
0.5$0$0$0
MICHAEL GAVINDIRECTOR
Trustee or director
0.5$0$0$0
TIM HOODDIRECTOR
Trustee or director
0.5$0$0$0
VERONICA HORNDIRECTOR
Trustee or director
0.5$0$0$0
GEORGE GRANT JRDIRECTOR
Trustee or director
0.5$0$0$0
MARTHA ZEHNDER KACZYNSKIDIRECTOR
Trustee or director
0.5$0$0$0
PAVEL KONECNYDIRECTOR
Trustee or director
0.5$0$0$0
TIM LACEYDIRECTOR
Trustee or director
0.5$0$0$0
JONATHAN LAUDERBACHDIRECTOR
Trustee or director
0.5$0$0$0
DARRELL LENTZDIRECTOR
Trustee or director
0.5$0$0$0
TOM MILLERDIRECTOR
Trustee or director
0.5$0$0$0
KENT MACDONALDDIRECTOR
Trustee or director
0.5$0$0$0
DIANE MAHONEYDIRECTOR
Trustee or director
0.5$0$0$0
JEFF MAYESDIRECTOR
Trustee or director
0.5$0$0$0
DIANE MIDDLETONDIRECTOR
Trustee or director
0.5$0$0$0
JAMES MILROYDIRECTOR
Trustee or director
0.5$0$0$0
SETH PERIGODIRECTOR
Trustee or director
0.5$0$0$0
JUSTIN POMERVILLEDIRECTOR
Trustee or director
0.5$0$0$0
RON RIDLEYDIRECTOR
Trustee or director
0.5$0$0$0
MAGEN SAMYNDIRECTOR
Trustee or director
0.5$0$0$0
DANIEL SCHEFFERDIRECTOR
Trustee or director
0.5$0$0$0
JEROME SCHWINDDIRECTOR
Trustee or director
0.5$0$0$0
PAUL SEIBERTDIRECTOR
Trustee or director
0.5$0$0$0
PETER SHAHEENCHAIR
Trustee or director, Officer
0.5$0$0$0
TONY STAMASDIRECTOR
Trustee or director
0.5$0$0$0
ERIN STRANGSECRETARY/TR
Trustee or director, Officer
0.5$0$0$0
SUNITA VADAKATHDIRECTOR
Trustee or director
0.5$0$0$0
KRISTEN WENZELDIRECTOR
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
122 UPTOWN DR UNIT 204, BAY CITY, MI 48708-5619
Principal officer (990 for 2024)
TERA SZELIGA, 122 UPTOWN DRIVE SUITE 204, BAY CITY, MI 48708
Signed the 990
TERA SZELIGA, INT EXECUTIVE DIR
Phone
(989) 695-6100
Return prepared by
ANDREWS HOOPER PAVLIK PLC

Mission

THE MISSION OF THE GREAT LAKES BAY FOUNDATION IS TO ENCOURAGE, SUPPORT AND CELEBRATE REGIONAL COLLABORATION AND INITIATIVES THAT WILL IMPROVE THE ECONOMIC VITALITY AND QUALITY OF LIFE IN THE GREAT LAKES BAY REGION.

990 for the year ended December 31, 2024

Program accomplishments

  • STEM IMPACT INITIATIVE - THE GREAT LAKES BAY REGION HAS AN OPPORTUNITY TO BE A NATIONAL LEADER IN DEVELOPING A PIPELINE OF TALENT IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH THAT DRIVES REGIONAL PROSPERITY. THIS STEM TALENT CAN PROPEL EXISTING BUSINESSES AS WELL AS ATTRACT NEW ORGANIZATIONS THAT NEED PEOPLE WITH STEM SKILLS. THE KEY TO THAT LEADERSHIP IS ENLIGHTENED COOPERATION BETWEEN EMPLOYERS AND THE MANY PEOPLE WHO ARE DEDICATED TO TRAINING THE WORKFORCE OF TOMORROW. SUCH REGION-WIDE, CROSS-FUNCTIONAL COOPERATION IS VIRTUALLY UNHEARD OF AROUND THE COUNTRY, GIVING THE GREAT LAKES BAY REGION THE ABILITY TO TAKE THE LEAD IN THIS GAME CHANGING AREA. A ROADMAP FOR ACHIEVING STEM LEADERSHIP HAS BEEN PROVIDED BY THE GREAT LAKES BAY REGION STEM IMPACT INITIATIVE. AFTER EXTENSIVE RESEARCH AND EXPERT ANALYSIS, THE INITIATIVE IDENTIFIED SPECIFIC STEPS THAT WILL RESULT IN A ROBUST STEM TALENT PIPELINE.
    Expenses $179,252 · grants $30,279 · revenue $12,071
  • HEALTH & ECONOMIC INITIATIVE - THE GREAT LAKES BAY HEALTH AND ECONOMIC INITIATIVE, COLLABORATION BETWEEN THE GREAT LAKES BAY REGIONAL ALLIANCE (GLBRA) AND THE MICHIGAN HEALTH IMPROVEMENT ALLIANCE (MIHIA), HAS PARTNERED TO DELIVER IMPROVED HEALTH AND SUSTAINED ECONOMIC GROWTH IN GREAT LAKES BAY. WE'VE CONTRACTED WITH A CONSULTING GROUP THAT IS HELPING US DEVELOP A STRATEGIC PLAN TO IDENTIFY A STRATEGIC PORTFOLIO OF INTERVENTIONS TO IMPROVE THE REGION'S HEALTH AND ECONOMY.
    Expenses $163,512
  • OPERATION 40K - OPERATION 40K IS AN INITIATIVE INSIDE THE GREAT LAKES BAY REGIONAL ALLIANCE AIMED AT GROWING THE POPULATION OF THE GREAT LAKES BAY REGION BY 40,000 PEOPLE BY THE YEAR 2040. THE INITIATIVE HAS TWO MAJOR COMPONENTS. THE FIRST IS TO IDENTIFY PATHS TO POPULATION GROWTH INCLUDING JOB CREATION, RETAINMENT OF STUDENTS FROM 4 YEAR HIGHER EDUCATION INSTITUTIONS IN THE GREAT LAKES BAY REGION, BRINGING TALENT THAT HAS LEFT THE ARE BACK TO THE REGION, AND BUILDING A CULTURE THAT IS CONDUCIVE TO WELCOMING NEW AMERICANS. SECONDLY, OPERATION 40K IS LOOKING TO ADDRESS BARRIERS TO POPULATION GROWTH INCLUDING HOUSING, CHILDCARE, REGIONAL TRANSIT, AND ACCESS TO BROADBAND.
    Expenses $135,748
  • SUSTAINABILITY THE GREAT LAKES BAY FOUNDATION WORKS IN A REGIONAL, COLLABORATIVE MANNER TO ADOPT MORE SUSTAINABILITY PROGRAMS AND TO IDENTIFY POTENTIAL PARTNERS WHO WILL TAKE UP SUSTAINABILITY INITIATIVES WITHIN THEIR ORGANIZATION. THE FOUNDATION WORKS TO BUILD PILOT PROGRAMS IN SUSTAINABILITY THAT CAN BE REPLICATED ACROSS THE REGION. THE FOUNDATION ALSO WORKS TO IDENTIFY OPPORTUNITIES REGIONWIDE WHERE SUSTAINABILITY CAN BE IMPLEMENTED IN CONCERT WITH OTHER ORGANIZATIONS IN THE GREAT LAKES BAY REGION. HEALTH & ECONOMIC INITIATIVE - THE GREAT LAKES BAY HEALTH AND ECONOMIC INITIATIVE, COLLABORATION BETWEEN THE GREAT LAKES BAY REGIONAL ALLIANCE (GLBRA) AND THE MICHIGAN HEALTH IMPROVEMENT ALLIANCE (MIHIA), HAS PARTNERED TO DELIVER IMPROVED HEALTH AND SUSTAINED ECONOMIC GROWTH IN GREAT LAKES BAY. WE'VE CONTRACTED WITH A CONSULTING GROUP THAT IS HELPING US DEVELOP A STRATEGIC PLAN TO IDENTIFY A STRATEGIC PORTFOLIO OF INTERVENTIONS TO IMPROVE THE REGION'S HEALTH AND ECONOMY. ART WAVE - ARTWAVE IS A MULTI-YEAR CELEBRATION OF THE HIGH-QUALITY ART AND ENTERTAINMENT CHOICES FOUND IN THE GREAT LAKES BAY REGION. EACH MONTH, ARTWAVE SPOTLIGHTS EVENTS AND ACTIVITIES IN ONE OF THE COUNTIES IN OUR REGION, PROMOTING AWARENESS AND ENCOURAGING EVERYONE THAT GREAT ARTS AND ENTERTAINMENT FROM MUSIC CONCERTS AND MUSEUM EXHIBITS TO SPORTING EVENTS AND FILM FESTIVALS CAN BE FOUND RIGHT HERE. THE ARTWAVE CAMPAIGN FOCUSES ON ONE COUNTY AT A TIME, ON A PREDETERMINED SCHEDULE SELECTED TO COINCIDE WITH ALREADY PLANNED ACTIVITIES/EXHIBITIONS. INSTITUTE FOR LEADERS/AMBASSADORS - THE GREAT LAKES BAY REGION INCLUDES BAY, ISABELLA, MIDLAND, AND SAGINAW COUNTIES. THESE FOUR COUNTIES ARE NATURAL PARTNERS BY GEOGRAPHY. INCREASINGLY, THAT PARTNERSHIP IS ENHANCED THROUGH EFFORTS FOCUSED ON SPECIFIC ISSUES AND GOALS. COMBINING THIS NATURAL PARTNERSHIP WITH PREPARED LEADERS, WE CAN ACCOMPLISH GREAT THINGS. OUR REGION CAN ONLY BE STRENGTHENED THROUGH THE LEADERSHIP OF INDIVIDUALS WHO ARE KNOWLEDGEABLE, INFORMED, AND READY TO ADVOCATE AND BRING RESOURCES TO THE TABLE. DEVELOPING SUCH LEADERS IS ACCOMPLISHED THROUGH THE GREAT LAKES BAY REGIONAL ALLIANCE INSTITUTE FOR LEADERS. THE INSTITUTE FOR LEADERS CURRICULUM EXPANDS PARTICIPANTS' KNOWLEDGE OF THE GREAT LAKES BAY REGION, AND INTRODUCES POWERFUL, SUCCESSFUL SCENARIOS AND CONCEPTS FROM OTHER REGIONS OR AT THE STATE LEVEL. THE INSTITUTE FOR LEADERS BEGINS IN JANUARY WITH A CLASS AND ORIENTATION DINNER. THE CLASS MEETS EIGHT TIMES, JANUARY THROUGH JUNE, TAKING JULY AND AUGUST OFF, AND WILL WRAP UP FOR THE YEAR IN OCTOBER. EACH SESSION FOCUSES ON A DIFFERENT TOPIC SUCH AS ECONOMIC SUSTAINABILITY, SOCIAL ISSUES, GOVERNMENT, AND OFFERS A COMBINATION OF TOP-NOTCH PRESENTERS, TOURS, DISCUSSIONS AND NETWORKING. THROUGHOUT THE INSTITUTE FOR LEADERS, PARTICIPANTS ARE EXPECTED TO APPLY THEIR ADVANCED LEADERSHIP SKILLS AND KNOWLEDGE TO PLAN CREATIVE APPROACHES TO OPPORTUNITIES EXISTING IN THE GREAT LAKES BAY REGION; ACCORDINGLY, OUR CURRICULUM INCLUDES A TRAINED FACILITATOR TO AID IN THIS PROCESS. WE NOW BOAST OVER 280 GRADUATES OF THE INSTITUTE FOR LEADERS. THESE AMBASSADORS ARE OUR ALLIES AND ARE THE KEY TO THE INDIVIDUAL COMMUNITIES' EFFECTIVE COLLABORATION ON ANY ISSUE OR OPPORTUNITY FOR THE GREAT LAKES BAY REGION. THE GREAT LAKES BAY REGIONAL ALLIANCE INSTITUTE FOR LEADERS REPRESENTS A LONG-TERM INVESTMENT IN PROVIDING THE LEADERSHIP ESSENTIAL TO CREATING POSITIVE INDIVIDUAL AND COLLECTIVE FUTURES OF BAY, ISABELLA, MIDLAND AND, SAGINAW COUNTIES. ATTRACTION - THE GREAT LAKES BAY FOUNDATION WORKS IN A REGIONAL, COLLABORATIVE MANNER TO IDENTIFY LEADS AND PROSPECTS ACROSS THE GLOBE THAT WOULD CONSIDER OPENING A FACILITY OR BUSINESS IN THE GREAT LAKES BAY REGION. THIS INCLUDES WORKING WITH SITE SELECTRS, ATTENDING VARIOUS GLOBAL TRADE SHOWS, HOSTING PROSPECTIVE COMPANIES IN THE REGION, AND WORKING WITH COMPANIES/PARTIES TO IDENTIFY POTENTIAL LEADS.
    Expenses $98,127 · revenue $52,200

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-8146148
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$109,576
Income (IRS master file)
$624,671

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$624,671$715,208$109,576XML
990December 2023$680,456$776,101$243,800XML
990December 2022$525,507$599,092$220,903IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8146148).

Questions about GREAT LAKES BAY FOUNDATION

What is the EIN of GREAT LAKES BAY FOUNDATION?
The employer identification number (EIN) of GREAT LAKES BAY FOUNDATION is 20-8146148.
Is GREAT LAKES BAY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to GREAT LAKES BAY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREAT LAKES BAY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GREAT LAKES BAY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREAT LAKES BAY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of GREAT LAKES BAY FOUNDATION?
The 990 for the year ended December 31, 2024 names TERA SZELIGA.
Who are the officers and directors of GREAT LAKES BAY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 45 people; 1 received compensation from the organization, the highest $74,250 (MATTHEW FELAN, PRESIDENT).
How much revenue does GREAT LAKES BAY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $624,671, expenses of $715,208 and total assets of $109,576 at year end.

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