Nonprofit · EIN 99-3949603
INVESTMITT COOPERATIVE
Tax-exempt · PETOSKEY, MI 49770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $71,910 | $33,631 | $38,279 | $328,279 | $290,000 | $38,279 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $31,910
- Other revenue
- $40,000
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $33,588
- Printing, publications and postage
- $43
- Program services (functional)
- $33,631
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $328,279
- Total liabilities, end of year
- $290,000
- Net assets, end of year
- $38,279
- Cash, savings and investments
- $38,279
- Gross receipts
- $71,910
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Derek Shiels | Board Chair | 20 | $0 |
| Scott Smith | Vice Chair | 20 | $0 |
| Bret Huntman | Secretary | 2 | $0 |
| Corey Monroe | Treasurer | 2 | $0 |
| Andrea Jacobs | Board Member | 2 | $0 |
| Matt Cross | Board Member | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1221 HAZELTON ST, PETOSKEY, MI 49770-3210
- Mailing address (990-N for 2024)
- 1221 Hazelton Street, Petoskey MI 49770
- Principal officer (990-N for 2024)
- Derek Shiels, 1221 Hazelton Street, Petoskey MI 49770
- Signed the 990-EZ
- Derek Shiels, Board Chair
- Phone
- (616) 970-5382
Mission
Support finance and acquire important community assets through a community investment fund
Program accomplishments
- InvestMitt developed its Offering Memorandum for its Community Investment FundExpenses $26,028
- InvestMitt developed a website presence and operating toolsExpenses $2,353
- InvestMitt developed project opportunities for the Fund. This included an appraisal on property.Expenses $5,250
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-3949603
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $328,279
- Income (IRS master file)
- $71,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $71,910 | $33,631 | $328,279 | IRS |
| 990-N for 2024 Officer: Derek Shiels | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
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 99-3949603).
Questions about INVESTMITT COOPERATIVE
- What is the EIN of INVESTMITT COOPERATIVE?
- The employer identification number (EIN) of INVESTMITT COOPERATIVE is 99-3949603.
- Is INVESTMITT COOPERATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to INVESTMITT COOPERATIVE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INVESTMITT COOPERATIVE 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 INVESTMITT COOPERATIVE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INVESTMITT COOPERATIVE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of INVESTMITT COOPERATIVE?
- The 990-N for 2024 names Derek Shiels.
- Who are the officers and directors of INVESTMITT COOPERATIVE?
- The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does INVESTMITT COOPERATIVE have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $71,910, expenses of $33,631 and total assets of $328,279 at year end.
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