2024-08-06T12:42:50-05:00 2023-12-31 202349670 DGN LLC PO BOX 947 TRAVERSE CITY MI 496850947 990 2023-01-01 383216235 OTSEGO COMMUNITY FOUNDATION OTSE 9897310597 PO BOX 344 GAYLORD MI 49734 DANA BENSINGER EXECUTIVE DIRECTOR 9897310597 2024-07-10 1 0 TRINA OCHS CPA P00209084 2319461722 2024-07-01 2023 2024-08-08 14:25:15Z DANA BENSINGER PO BOX 344 GAYLORD MI 49734 5107708 0 X WWW.OTSEGOFOUNDATION.ORG X 1994 MI ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. 15 15 5 73 0 0 4121091 1537188 24904 40368 371730 757907 125712 192831 4643437 2528294 1229778 1733220 0 0 161770 180759 0 0 85615 181239 210822 1572787 2124801 3070650 403493 9479509 10476929 1210532 1362719 8268977 9114210 X ACTIVATE GENEROSITY FOR A STRONG COMMUNITY. THIS IS DONE BY BUILDING ENDOWMENTS, AWARDING GRANTS AMD CONVENING LEADERS. 0 0 1319412 1449223 64078 DONOR ADVISED FUND MANAGEMENT. THE OCF WORKS WITH DONORS WHO WANT TO ENGAGE IN LOCAL PHILANTHROPY. WE HELP TO FIND PROJECTS AND PROGRAMS THAT ALIGN WITH THEIR OBJECTIVES AND DISTRIBUTE GRANTS ACCORDINGLY. 113 GRANTS WERE AWARDED FROM 19 DONOR ADVISED FUNDS. 38710 25450 0 SCHOLARSHIPS FOR HIGHER EDUCATION. MANAGING A COMPETITIVE SCHOLARSHIP PROCESS INCLUDING SIXTEEN UNIQUE SCHOLARSHIP FUNDS. 27 SCOLARSHIPS WERE PROVIDED IN 2023. 560370 258547 0 THE TORNADO RESPONSE FUND (TRF) OF THE OTSEGO COMMUNITY FOUNDATION (OCF) WAS ESTABLISHED TO PROVIDE A CENTRALIZED OPPORTUNITY FOR DONORS TO INVEST IN DISASTER RELIEF EFFORTS AND A SUPPORT MECHANISM FOR NONPROFIT ORGANIZATIONS RESPONDING TO THE CRISIS. OUR GOAL IS TO WORK COLLABORATIVELY WITH THE NONPROFIT, GOVERNMENT, PHILANTHROPIC AND PRIVATE SECTORS TO ACCELERATE RECOVERY FOR A THRIVING, RESILIENT, AND EVEN STRONGER GAYLORD. THE TRF AWARDS GRANTS TO ORGANIZATIONS THAT ARE ADDRESSING IMMEDIATE RELIEF, SHORT-TERM RECOVERY, AND LONG-TERM REBUILDING. OUR LOCAL NONPROFITS CONTINUE TO DEMONSTRATE INCREDIBLE RESILIENCE, INGENUITY, AND TENACITY AS THEY INCREASE AND ADAPT THEIR PROGRAMS TO MEET THE NEEDS HEIGHTENED BY THE TORNADO. 1918492 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X DANA BENSINGER 9897310597 316 W MAIN GAYLORD MI 49735 DANA BENSINGER EXECUTIVE DIRECTOR 32.00 X X 59652 0 0 BRIAN SWITALSKI VICE CHAIRPERSON 1.00 X X 0 0 0 JAMES CAMILLER TREASURER 1.00 X X 0 0 0 CHERIE NUTTER CHAIRPERSON 1.00 X X 0 0 0 JUSTINE HEES SECRETARY 1.00 X X 0 0 0 STEVE HUTCHISON DIRECTOR 1.00 X 0 0 0 JEN KELLOGG DIRECTOR 1.00 X 0 0 0 ANNETTTE WELLS DIRECTOR 1.00 X 0 0 0 KATY XENAKIS-MAKOWSKI DIRECTOR 1.00 X 0 0 0 BILL FORREIDER DIRECTOR 1.00 X 0 0 0 BRANDIE MEISNER DIRECTOR 1.00 X 0 0 0 TANNER CATT DIRECTOR 1.00 X 0 0 0 NANCY KUSSROW DIRECTOR 1.00 X 0 0 0 AVERY HUSTON DIRECTOR 1.00 X 0 0 0 BOB WILSON DIRECTOR 1.00 X 0 0 0 MISCHA BEYERS DIRECTOR 1.00 X 0 0 0 59652 0 0 0 0 0 0 0 13594 1523594 788334 1537188 AGENCY FUND ADMINISTRATION 900099 40368 40368 40368 261978 261978 3020676 2524747 495929 495929 495929 247498 13594 54667 192831 192831 2528294 40368 0 950738 1707770 1707770 25450 25450 59652 29826 11930 17896 107891 53946 21578 32367 13216 6608 2643 3965 86922 42663 33594 10665 31600 31600 9220 3688 1844 3688 673 202 269 202 18000 3600 10800 3600 3039 1367 1672 8518 2555 1325 4638 2854 2854 PROFESSIONAL DEVELOPMEN 15843 1103 13423 1317 CREDIT CARD PROCESSING 9309 4469 372 4468 LICENSING AND FILING FE 8354 209 8145 MISCELLANEOUS 6069 757 4687 625 10421 2679 5558 2184 2124801 1918492 120694 85615 269828 247325 661110 644335 1308765 801686 3875 7149992 8696315 89814 83393 9479509 10476929 75 63 27400 25000 1183057 1337656 1210532 1362719 X 173463 197866 8095514 8916344 8268977 9114210 9479509 10476929 403493 441740 0 X 0 1 X 1 0 X 756987 656680 819092 4260540 1784686 8277985 756987 656680 819092 4260540 1784686 8277985 59137 8218848 126360 107256 347726 220775 261978 1064095 9342080 0.87980 0.86770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35 67 107179 1083048 125299 1607921 2712153 6443631 1 1 7234998 864660 1140594 738567 8501685 6284036 2521681 1129492 441226 7234998 5171143 542516 860996 290619 6284036 4448262 410813 675810 363742 5171143 3387953 659769 706100 305560 4448262 0.83000 0.17000 0 0 0 RESTRICTED AGENCY FUNDS 1337656 1337656 X 2938434 441740 441740 2496694 31600 31600 2528294 2093201 0 2093201 31600 31600 2124801 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND PROJECTS AND PROGRAMS THAT ALIGN WITH DONOR OBJECTIVES THROUGH GRANTS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONDUCTS NO ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION FILES AN INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2020. EXTREEVAGANZA 261092 13594 247498 54667 0 261092 13594 247498 54667 54667 192831 1 OTSEGO CHRISTIAN SCHOOL ASSOCIATION PO BOX 1365 GAYLORD MI 49734 382903340 GOVT 617247 0 BUILDING PROJECT OTSEGO-ANTRIM COUNTY HABITAT FOR HUMANITY 526 EDELWEISS VILLAGE PARKWAY GAYLORD MI 49735 383130500 (C) (3) 185868 0 ARROWHEAD PROJECT OTSEGO COUNTY UNITED WAY 116 EAST FIFTH STREET GAYLORD MI 49735 237156104 (C) (3) 109250 0 GENERAL OPERATIONS HURON PINES 4241 OLD US 27 SOUTH SUITE 2 GAYLORD MI 49735 382502172 (C) (3) 30000 0 COMMUNITY TREE PLANTING PROJECT GAYLORD COMMUNITY SCHOOLS 615 SOUTH ELM AVENUE GAYLORD MI 49735 386003246 GOVT 26787 0 ADOPT A CLASSROOM GIS, NORTH OHIO, SOUTH MAPLE OTSEGO COUNTY SPORTSPLEX PO BOX 1886 GAYLORD MI 49734 383216381 (C) (3) 20580 0 SWIM LESSONS INVOICE 5860 STATE TROOPER OUTREACH PARTNERSHIP GAYLORD CHAPTER 1672 M-32 GAYLORD MI 49735 882317549 (C) (3) 10000 0 GENERAL OPERATIONS THE KARING HOME YOUTH PROJECT PO BOX 693 GAYLORD MI 49734 841807607 (C) (3) 10000 0 FEASIBILITY STUDY FOR KARING HOME YOUTH PROJECT THE REFUGE IN OTSEGO COUNTY PO BOX 44 GAYLORD MI 49735 464617368 (C) (3) 9100 0 HOMELESSNESS IN OTSEGO COUNTY THE SALVATION ARMY GREAT LAKES DIVISION PO BOX 4036 GAYLORD MI 49734 381370971 (C) (3) 9100 0 HOMELESS PREVENTION AND UTILITIES VETERANS EDUCATION TRAINING & SUPPORT INC 1200 GORNICK AVE GAYLORD MI 49734 821997192 (C) (3) 7879 0 CAR REPAIRS, PURCHASES FOR TORNADO SURVIVORS MICHIGAN DISASTER RECOVERY AND RESPONSE 2996 NORTH WALDO RD MIDLAND MI 48642 874703960 (C) (3) 7800 0 FEBRUARY 2023 CASE MANAGERS GAYLORD AREA COUNCIL FOR THE ARTS 125 W MAIN GAYLORD MI 49735 382329722 (C) (3) 7000 0 ART IN THE ALLEY-IN SUPPORT OF YOUTH OUTDOOR SHOWCASE AND OVERALL ALLEY PROJECT JOHANNESBURG-LEWISTON AREA SCHOOL DISTRICT 10854 M-32 JOHANNESBURG MI 49751 386037650 GOVT 5800 0 ADOPT A CLASSROOM 11 3 COLLEGE SCHOLARSHIP 27 25450 X 15 788018 FMV 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE SOLD THROUGH AN INVESTMENT BROKER. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA PREPARES THE FORM 990 AND PROVIDES A DRAFT COPY TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE COMMITTEE HAS REVIEWED THE RETURN AND ALL QUESTIONS AND/OR CORRECTIONS HAVE BEEN MADE, THE RETURN IS TAKEN TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES ADDRESSED BY THE BOARD, IF ANY, ARE MADE AND A DESIGNATED OFFICER SIGNS FORM 8879-EO AUTHORIZING THE CPA TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A QUESTIONNAIRE IS GIVEN TO BOARD MEMBERS ASKING THEM TO DISCLOSE ANY CONFLICT OF INTEREST. THE QUESTIONNAIRES ARE DATED AND FILED. BOARD MEMBERS EXCLUDE THEMSELVES FORM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS AFTER CONSIDERING FACTORS SUCH AS JOB PERFORMANCE, JOB ADHERENCE AND BUDGET CONSTRAINTS. A RECENT SURVEY OF SIMILAR COMMUNITY FOUNDATIONS SHOWED THAT THE CURRENT EXECUTIVE DIRECTOR MAKES APPROXIMATELY 80% OF THE AVERAGE SALARY OF EXECUTIVE DIRECTORS AT THESE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.