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Nonprofit · EIN 38-2939930

SOUTHWEST MICHIGAN REHAB FOUNDATION

Tax-exempt · CALEDONIA, MI 49316

Financials

$84K$194K2023$3M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST MICHIGAN REHAB FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,981,636$3,672,941-$691,305$223,801$0$223,801
December 31, 2023990-PF$83,869$193,890-$110,021$915,106$0$915,106
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$65,423
Interest
$47
Other income
$2,916,166

Expenses

Grants and similar amounts paid
$3,543,640
Compensation of officers, directors and key employees
$7,700
Disbursements for charitable purposes
$3,555,641
Excise tax on investment income
$1,500

Balance sheet and other

Total assets, start of year
$915,106
Total assets, end of year
$223,801
Total liabilities, end of year
$0
Net assets, end of year
$223,801
Fair market value of assets
$223,801
Qualifying distributions
$3,555,641
Net investment income
$120,408

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN PECK
8180 WATERWOOD, KALAMAZOO, MI 49048
DIRECTOR0$0
RACHEL PALLETT
9150 N 12TH STREET, KALAMAZOO, MI 49009
DIRECTOR0$0
ROBERT HUMBARGER
6261 WHITE CLOVER LANE, CALEDONIA, MI 49316
SECRETARY0$0
JENNY COLLINS
402 S MARSHALL AVE, MARSHALL, MI 49068
DIRECTOR0$0
ROGER MATTENS
4238 PERSIANWOOD DRIVE, KALAMAZOO, MI 49006
PRESIDENT0$0
JANICE SMITH
251 WEST COLUMBIA AVENUE 7, BATTLE CREEK, MI 49015
VICE PRESIDENT0$0
DAVID KEETON
3971 CAPITAL AVE SW Ste 361, BATTLE CREEK, MI 49015
DIRECTOR0$0
DANIEL GRAHAM
391 SOUTH SHORE DRIVE Ste 112, BATTLE CREEK, MI 49015
TREASURER0$0
AJ JONES
2650 PEACEFUL VALLEY ROAD, BATTLE CREEK, MI 49017
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
STEPHEN PECK
8180 WATERWOOD, KALAMAZOO, MI 49048
DIRECTOR0$0
RACHEL PALLETT
9150 N 12TH STREET, KALAMAZOO, MI 49009
DIRECTOR0$0
ROBERT HUMBARGER
6261 WHITE CLOVER LANE, CALEDONIA, MI 49316
SECRETARY0$0
JENNY COLLINS
402 S MARSHALL AVE, MARSHALL, MI 49068
DIRECTOR0$0
ROGER MATTENS
4238 PERSIANWOOD DRIVE, KALAMAZOO, MI 49006
PRESIDENT0$0
JANICE SMITH
251 WEST COLUMBIA AVENUE 7, BATTLE CREEK, MI 49015
VICE PRESIDENT0$0
DAVID KEETON
3971 CAPITAL AVE SW Ste 361, BATTLE CREEK, MI 49015
DIRECTOR0$0
DANIEL GRAHAM
391 SOUTH SHORE DRIVE Ste 112, BATTLE CREEK, MI 49015
TREASURER0$0
AJ JONES
2650 PEACEFUL VALLEY ROAD, BATTLE CREEK, MI 49017
DIRECTOR0$0

Address and contacts

Address (IRS master file)
6261 WHITE CLOVER LN SE, CALEDONIA, MI 49316-7364
In care of
% ROBERT L HUMBARGER
Signed the 990-PF
ROBERT L HUMBARGER, MR
Phone
(269) 288-8687
Return prepared by
Robert L Humbarger

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2939930
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$223,801
Income (IRS master file)
$2,981,636

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,981,636$3,672,941$223,801XML
990-PFDecember 2023$83,869$193,890$915,106XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 38-2939930).

Questions about SOUTHWEST MICHIGAN REHAB FOUNDATION

What is the EIN of SOUTHWEST MICHIGAN REHAB FOUNDATION?
The employer identification number (EIN) of SOUTHWEST MICHIGAN REHAB FOUNDATION is 38-2939930.
Is SOUTHWEST MICHIGAN REHAB FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to SOUTHWEST MICHIGAN REHAB FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SOUTHWEST MICHIGAN REHAB FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SOUTHWEST MICHIGAN REHAB 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 SOUTHWEST MICHIGAN REHAB FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SOUTHWEST MICHIGAN REHAB FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does SOUTHWEST MICHIGAN REHAB FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,981,636, expenses of $3,672,941 and total assets of $223,801 at year end.

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