2025-07-23T15:57:02-05:00 2024-12-31 410887288 BOULAY PLLP 11095 VIKING DRIVE-STE 500 EDEN PRAIRIE MN 55344 990 2024-01-01 341578261 KEVIN COLEMAN FOUNDATION INC KEVI 3306766876 5982 RHODES ROAD KENT OH 44240 NELSON BURNS PRESIDENT 3306766876 2025-07-23 1 0 LANCE R MADSON P00131735 9528939320 2025-07-23 2024 2025-03-06 01:10:19Z COLEMAN FOUNDATION INC NELSON BURNS 5982 RHODES ROAD KENT OH 44240 1826951 0 X WWW.COLEMAN-FOUNDATION.COM X 1988 OH THE FOUNDATION IS A PHILANTHROPIC ORGANIZATION THAT SUPPORTS CHILDREN, FAMILIES AND OLDER ADULTS FACING MENTAL HEALTH AND REHABILITATION CHALLENGES. 5 5 0 10 0 0 92460 13972 994973 987670 46642 225607 74972 55321 1209047 1282570 1551612 455109 0 0 0 0 0 0 0 480780 543672 2032392 998781 -823345 283789 9004561 8804740 4007929 3361862 4996632 5442878 X THE FOUNDATION IS A PHILANTHROPIC ORGANIZATION THAT SUPPORTS CHILDREN, FAMILIES AND OLDER ADULTS FACING MENTAL HEALTH AND REHABILITATION CHALLENGES. THE FOUNDATION ALSO SUPPORTS OTHER ORGANIZATIONS THAT PROVIDE EXCELLENCE IN ADVOCACY, LEADERSHIP AND EDUCATION IN MENTAL HEALTH AND REHABILITATION SERVICES. 0 0 414804 1153329 RENTAL SPACE TO PROVIDE MENTAL HEALTH SERVICES 411109 411109 PROVIDES AWARDS TO COLEMAN PROFESSIONAL SERVICES, OTHER MENTAL HEALTH ORGANIZATIONS AND INDIVIDUALS FOR BEHAVIORAL HEALTH AND REHABILITATION SERVICES 44000 44000 PROVIDES FUNDING FOR DIRECT PERSONAL ASSISTANCE GRANTS TO INDIVIDUAL CLIENTS. 869913 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OH X X NELSON BURNS 3306766801 5982 RHODES ROAD KENT OH 44240 X JULE BRANDLE VICE PRESIDENT 0.50 X X 0 0 0 NELSON W BURNS PRESIDENT 0.50 X X 0 0 0 TARA MURPHY TRUSTEE 0.50 X 0 0 0 THOMAS LYZEN TREASURER/SECRETARY 0.50 X X 0 0 0 JODY HARKCOM RECORDER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 13972 13972 COLEMAN PROFESSIONAL R 531120 987670 987670 987670 93407 93407 166601 509980 144739 399642 21862 110338 132200 110338 21862 OTHER INCOME 900099 55321 55321 55321 1282570 1153329 0 115269 411109 411109 44000 44000 687 687 63403 63403 34613 34613 382 382 4925 4925 63138 38528 24610 155268 155268 192758 192758 MISCELLANEOUS EXPENSE 28498 28250 248 998781 869913 128868 0 664409 905031 28278 76785 8984551 4108771 5434655 4875780 2877219 2947144 9004561 8804740 143539 233662 584398 193680 1283 3085 3274952 2927678 3757 3757 4007929 3361862 X 1972196 2306238 3024436 3136640 4996632 5442878 9004561 8804740 283789 162457 0 X 0 1 X 1 0 X 297081 2908417 92460 13972 3311930 1003190 1071059 961160 994973 987670 5018052 1003190 1368140 3869577 1087433 1001642 8329982 0 21527 21527 21527 21527 8308455 2810 623 47120 95559 93407 239519 2810 623 47120 95559 93407 239519 46538 156673 74972 55321 333504 1006000 1415301 4073370 1257964 1150370 8903005 0.93320 0.94730 0.02690 0.01830 X 52614 2000 0 54614 55068 21534 23988 52614 102216 19369 66517 55068 56957 96908 51650 102215 74330 20537 53793 1.00000 0 0 398858 398858 7123947 2647025 4476922 1373424 1373424 0 88322 88322 0 4875780 BENEFICIAL INTEREST IN TRUST 86371 BENEFICIAL INTEREST IN COMMUNITY FOUNDATIONS 2860773 2947144 DEPOSITS 3757 3757 X 1445027 162457 162457 1282570 0 1282570 998781 0 998781 0 998781 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). ON JUNE 13, 1996, THE INTERNAL REVENUE SERVICE (IRS) ISSUED AN ADDITIONAL DETERMINATION LETTER CLASSIFYING THE FOUNDATION AS AN AGENCY THAT IS PUBLICLY SUPPORTED AS DEFINED IN THE SECTION 509(A)(1) OF THE IRC. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 COLEMAN PROFESSIONAL SERVICES 5982 RHODES ROAD KENT OH 44240 341240178 501C3 411109 0 SUPPORT OF SVCS PERSONAL ASSISTANCE 98 44000 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION MONITORS THE USE OF PERSONAL ASSISTANCE GRANTS BY EITHER MAKING PAYMENT DIRECTLY TO THE THIRD PARTY VENDOR ON BEHALF OF THE GRANTEE OR BY REQUIRING THE GRANTEE TO PROVIDE SUBSTANTIATION (E.G. INVOICE, RECEIPT) OF THE EXPENDITURE. THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY OTHER DONEE ORGANIZATIONS THROUGH ONGOING COMMUNICATION WITH THE RECIPIENTS, PERSONAL OBSERVATION OF THE USE OF FUNDS, AND REVIEW OF PUBLICATIONS OF THE RECIPIENT ORGANIZATIONS SUCH AS ANNUAL REPORTS. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION UTILIZES THE RESOURCES OF COLEMAN PROFESSIONAL SERVICES, INC. TO MANAGE ITS OPERATIONS. THE FOUNDATION PAYS A MONTHLY FEE TO COLEMAN PROFESSIONAL SERVICES FOR MANAGEMENT AND ADMINISTRATIVE STAFF. THE FOUNDATION DOES NOT HAVE ANY OWNERSHIP INTEREST OR VOTING CONTROL OVER THE FOUNDATION. THE BOARD OF TRUSTEES OF THE FOUNDATION OVERSEES ALL MANAGEMENT SERVICES PROVIDED BY COLEMAN PROFESSIONAL SERVICES IN CONDUCTING THE AFFAIRS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS A DRAFT OF THE RETURN WITH THE PRESIDENT AND IT IS PRESENTED TO THE BOARD OF TRUSTEES AT THE APPROPRIATE BOARD MEETING. A COPY OF FORM 990 IS GIVEN TO THE BOARD AND A PUBLIC COPY OF THE RETURN IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST IN WRITING ANNUALLY OR AT MORE FREQUENT INTERVALS IF DEEMED NECESSARY. ALL OFFICERS AND TRUSTEES REVIEW THE CONFLICT-OF-INTEREST POLICY AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO THE PUBLIC VIA GUIDESTAR WEBSITE. COPIES OF ANY GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. COLEMAN PROFESSIONAL SERVICES 5982 RHODES ROAD KENT OH 44240 341240178 OH 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 COLEMAN PROFESSIONAL SERVICES B 411109 FMV CASH PAID COLEMAN PROFESSIONAL SERVICES J 987670 FMV CASH PAID