Skip to main content

Nonprofit · EIN 38-2853785

SOUTHWEST MICHIGAN FIRST CORPORATION

Tax-exempt · KALAMAZOO, MI 49005

Financials

$8M$7.5M2023$6.8M$6M2024$9.1M$8.8M2025
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST MICHIGAN FIRST CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$9,146,941$8,788,855$358,086$12,738,808$7,816,927$4,921,881
December 31, 2024990$6,829,723$6,025,163$804,560$9,206,842$4,643,047$4,563,795
December 31, 2023990$8,034,787$7,479,006$555,781$13,622,051$9,862,816$3,759,235
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$8,331,893
of which government grants
$4,635,187
Program service revenue
$710,272
Investment income
$69,865
Net rental income
$19,602
Other revenue
$34,911

Expenses

Grants and similar amounts paid
$4,115,604
Compensation of officers, directors and key employees
$1,359,281
Other salaries and wages
$1,045,542
Salaries, compensation and benefits (total)
$2,957,486
Professional fundraising fees
$0
Legal fees
$8,927
Accounting fees
$76,793
Occupancy
$339,487
Travel
$59,136
Depreciation
$87,791
Program services (functional)
$6,522,191
Management and general (functional)
$1,930,007
Fundraising (functional)
$336,657

Balance sheet and other

Total assets, start of year
$9,206,842
Total assets, end of year
$12,738,808
Total liabilities, end of year
$7,816,927
Net assets, end of year
$4,921,881
Land, buildings and equipment
$293,211
Publicly traded securities
$31
Net assets without donor restrictions
$4,429,181
Net assets with donor restrictions
$492,700
Gross receipts
$9,146,941
Employees
25
Volunteers
67
Year formed
1988
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, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JONAS PETERSONCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
40$494,194$149,858
JILL BLANDEXECUTIVE VP-ECONOMIC DEVELOPMENT
Key employee
40$260,474$46,113
CARLA SONESPRESIDENT
Officer
11$260,231$43,290
NICHOLAS RIASHISENIOR DIRECTOR
Highest-paid employee
6$141,111$35,329
CLARENCE LLOYDVICE PRESIDENT
Highest-paid employee
40$136,715$39,279
ABBIE RUMERYVICE PRESIDENT
Highest-paid employee
40$141,174$31,891
HEATHER BURNETTDIRECTOR
Highest-paid employee
40$103,054$23,373
JUSTINE LAUXSENIOR DIRECTOR
Highest-paid employee
39$111,622$6,792
MICHAEL JENSENVP OF FINANCE AND OPERATIONS (PART YEAR)
Officer
40$48,712$7,417
TWAYNE HOWARDCHIEF FINANCIAL OFFICER
Officer
40$29,249$19,744
DANIELLE MASON ANDERSONSECRETARY
Trustee or director, Officer
1.3$0$0
GREG DOBSONCHAIR
Trustee or director, Officer
1.3$0$0
JOE CEKOLAVICE CHAIR
Trustee or director, Officer
1.3$0$0
TOM WEBBTREASURER
Trustee or director, Officer
1.3$0$0
AARON ZEIGLERDIRECTOR
Trustee or director
1$0$0
61 more people on this return
NameTitleHours / weekCompensation
AIMEE JACHYMDIRECTOR
Trustee or director
1$0
ANDREA HAASDIRECTOR
Trustee or director
1$0
ANGELA GILDEADIRECTOR
Trustee or director
1$0
BECKY THOMPSONDIRECTOR
Trustee or director
1$0
BEN NOBISDIRECTOR
Trustee or director
1$0
BETH STEWARTDIRECTOR
Trustee or director
1$0
BILL HUIZENGADIRECTOR
Trustee or director
1$0
BILL JOHNSTONDIRECTOR
Trustee or director
1$0
BILL MANNSDIRECTOR
Trustee or director
1$0
BILL PARFETDIRECTOR
Trustee or director
1$0
BJORN GREENDIRECTOR
Trustee or director
1$0
BRANDON HOGGARDDIRECTOR
Trustee or director
1$0
BRIAN BELLWAREDIRECTOR
Trustee or director
1$0
DAN BARTHOLOMAEDIRECTOR
Trustee or director
1$0
DAN JAQUADIRECTOR
Trustee or director
1$0
DANIEL COFFMANDIRECTOR
Trustee or director
1$0
DAVID MAURERDIRECTOR
Trustee or director
1$0
DEVON VOSTERDIRECTOR
Trustee or director
1$0
FRED SCHUBKEGELDIRECTOR
Trustee or director
1$0
FRITZ BROWNDIRECTOR
Trustee or director
1$0
GREG O'NIELDIRECTOR
Trustee or director
1$0
GREG SALISBURYDIRECTOR
Trustee or director
1$0
IAN KENNEDYDIRECTOR
Trustee or director
1$0
JACK ENDRESDIRECTOR
Trustee or director
1$0
JAMES ESCAMILLADIRECTOR
Trustee or director
1$0
JAMES LIGGINSDIRECTOR
Trustee or director
1$0
JAMIE CLARKDIRECTOR
Trustee or director
1$0
JEFF O'BRIENDIRECTOR
Trustee or director
1$0
JIM FELTCHDIRECTOR
Trustee or director
1$0
JOHN KERRDIRECTOR
Trustee or director
1$0
JOHN WALDRONDIRECTOR
Trustee or director
1$0
JOSE GOMEZDIRECTOR
Trustee or director
1$0
KEVIN MURPHYDIRECTOR
Trustee or director
1$0
LYNN CHEN-ZHANGDIRECTOR
Trustee or director
1$0
MARC SCHUPANDIRECTOR
Trustee or director
1$0
MARGIE SIMMONSDIRECTOR
Trustee or director
1$0
MARK JONESDIRECTOR
Trustee or director
1$0
MARK OLSONDIRECTOR
Trustee or director
1$0
MARLEE D'ARCODIRECTOR
Trustee or director
1$0
MATT WEISHAARDIRECTOR
Trustee or director
1$0
MICHAEL A JONES SRDIRECTOR
Trustee or director
1$0
MIKE ODARDIRECTOR
Trustee or director
1$0
MIKE ROZEWICZDIRECTOR
Trustee or director
1$0
MITCH MOLDOVANDIRECTOR
Trustee or director
1$0
NANCY TURTLEDIRECTOR
Trustee or director
1$0
NATALIE VALENTINEDIRECTOR
Trustee or director
1$0
PERRY WOLFEDIRECTOR
Trustee or director
1$0
RICH MACDONALDDIRECTOR
Trustee or director
1$0
ROBERT SAWYERDIRECTOR
Trustee or director
1$0
RUSS KAVALHUNADIRECTOR
Trustee or director
1$0
RUSSELL LAUDERDALEDIRECTOR
Trustee or director
1$0
SCOTT LEBEAUDIRECTOR
Trustee or director
1$0
SEAN WELSHDIRECTOR
Trustee or director
1$0
SHAWN PREMERDIRECTOR
Trustee or director
1$0
STEVE CARLISLEDIRECTOR
Trustee or director
1$0
TERRY RUBENTHALERDIRECTOR
Trustee or director
1$0
TG NULTYDIRECTOR
Trustee or director
1$0
TIM RAYMANDIRECTOR
Trustee or director
1$0
TODD MCDONALDDIRECTOR
Trustee or director
1$0
TROY CUVELIERDIRECTOR
Trustee or director
1$0
WYATT CLINEDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2024: 82 people
NameTitleHours / weekCompensationOther / benefits
JONAS PETERSONCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
39$469,655$105,842
JILL BLANDEXECUTIVE VP-ECONOMIC DEVELOPMENT
Key employee
40$260,577$42,563
CARLA SONESPRESIDENT
Officer
13$244,961$39,077
NICHOLAS RIASHISENIOR DIRECTOR
Highest-paid employee
6$138,200$32,520
CLARENCE LLOYDVICE PRESIDENT
Highest-paid employee
40$134,440$35,590
ABBIE RUMERYVICE PRESIDENT
Highest-paid employee
40$136,805$29,335
KIM WEISHAARPART-YEAR CFO (LEFT AUG 2024)
Officer
40$127,452$21,148
JUSTINE LAUXSENIOR DIRECTOR
Highest-paid employee
39$100,450$4,976
MICHAEL JENSENVP OF FINANCE AND OPERATIONS
Officer
40$22,135$562
AARON ZEIGLERCHAIR
Trustee or director, Officer
1.3$0$0
DANIELLE MASON ANDERSONSECRETARY
Trustee or director, Officer
1.3$0$0
GREG DOBSONVICE CHAIR
Trustee or director, Officer
1.3$0$0
JOE CEKOLAVICE CHAIR
Trustee or director, Officer
1.3$0$0
TOM WEBBTREASURER
Trustee or director, Officer
1.3$0$0
AIMEE JACHYMDIRECTOR
Trustee or director
1$0$0
BECKY THOMPSONDIRECTOR
Trustee or director
1$0$0
BEN NOBISDIRECTOR
Trustee or director
1$0$0
BILL HUIZENGADIRECTOR
Trustee or director
1$0$0
BILL JOHNSTONDIRECTOR
Trustee or director
1$0$0
BILL MANNSDIRECTOR
Trustee or director
1$0$0
BILL PARFETDIRECTOR
Trustee or director
1$0$0
BJORN GREENDIRECTOR
Trustee or director
1$0$0
BOB HANCEDIRECTOR
Trustee or director
1$0$0
BRIAN BELLWAREDIRECTOR
Trustee or director
1$0$0
BRIAN JANSSENDIRECTOR - PART YEAR
Trustee or director
1$0$0
BRIAN MCDANIELDIRECTOR - PART YEAR
Trustee or director
1$0$0
CARRIE YUNKERDIRECTOR
Trustee or director
1$0$0
CHRIS ORLOWSKIDIRECTOR
Trustee or director
1$0$0
DAN BARTHOLOMAEDIRECTOR
Trustee or director
1$0$0
DAN JAQUADIRECTOR
Trustee or director
1$0$0
DANIEL COFFMANDIRECTOR
Trustee or director
1$0$0
DAVID MAURERDIRECTOR
Trustee or director
1$0$0
DEAN KINDLERDIRECTOR
Trustee or director
1$0$0
DEVON VOSTERDIRECTOR
Trustee or director
1$0$0
ED MONTGOMERYDIRECTOR
Trustee or director
1$0$0
ERIC STOLLDIRECTOR
Trustee or director
1$0$0
FRED SCHUBKEGELDIRECTOR
Trustee or director
1$0$0
FRITZ BROWNDIRECTOR
Trustee or director
1$0$0
GREG O'NIELDIRECTOR
Trustee or director
1$0$0
GREG SALISBURYDIRECTOR
Trustee or director
1$0$0
IAN KENNEDYDIRECTOR
Trustee or director
1$0$0
JACK ENDRESDIRECTOR
Trustee or director
1$0$0
JAMES ESCAMILLADIRECTOR
Trustee or director
1$0$0
JAMES LIGGINS JRDIRECTOR
Trustee or director
1$0$0
JAMIE CLARKDIRECTOR
Trustee or director
1$0$0
JEFF O'BRIENDIRECTOR
Trustee or director
1$0$0
JIM FELTCHDIRECTOR
Trustee or director
1$0$0
JOHN KERRDIRECTOR
Trustee or director
1$0$0
JOSE GOMEZDIRECTOR
Trustee or director
1$0$0
KEN MILLERDIRECTOR
Trustee or director
1$0$0
KEVIN MURPHYDIRECTOR
Trustee or director
1$0$0
LYNN CHEN-ZHANGDIRECTOR
Trustee or director
1$0$0
MARC SCHUPANDIRECTOR
Trustee or director
1$0$0
MARGIE SIMMONSDIRECTOR
Trustee or director
1$0$0
MARK JONESDIRECTOR
Trustee or director
1$0$0
MARK OLSONDIRECTOR
Trustee or director
1$0$0
MARK WELCHDIRECTOR
Trustee or director
1$0$0
MARLEE D'ARCODIRECTOR
Trustee or director
1$0$0
MATT WEISHAARDIRECTOR
Trustee or director
1$0$0
MICHAEL A JONES SRDIRECTOR
Trustee or director
1$0$0
MICHELLE VANTORRE-WERMEDIRECTOR
Trustee or director
1$0$0
MIKE ODARDIRECTOR
Trustee or director
1$0$0
MIKE ROZEWICZDIRECTOR
Trustee or director
1$0$0
MITCH MOLDOVANDIRECTOR
Trustee or director
1$0$0
NANCY TURTLEDIRECTOR
Trustee or director
1$0$0
NATALIE VALENTINEDIRECTOR
Trustee or director
1$0$0
PATRICK LENNONDIRECTOR
Trustee or director
1$0$0
PERRY WOLFEDIRECTOR
Trustee or director
1$0$0
RICH MACDONALDDIRECTOR
Trustee or director
1$0$0
ROB STACHLEWITZDIRECTOR - PART YEAR
Trustee or director
1$0$0
RUSS MCFEEDIRECTOR
Trustee or director
1$0$0
SCOTT LEBEAUDIRECTOR
Trustee or director
1$0$0
SEAN WELSHDIRECTOR
Trustee or director
1$0$0
SHAWN PREMERDIRECTOR
Trustee or director
1$0$0
STEVE CARLISLEDIRECTOR
Trustee or director
1$0$0
TG NULTYDIRECTOR
Trustee or director
1$0$0
TIM RAYMANDIRECTOR
Trustee or director
1$0$0
TODD MCDONALDDIRECTOR
Trustee or director
1$0$0
TRAVIS GRIMSLEYDIRECTOR
Trustee or director
1$0$0
TROY CUVELIERDIRECTOR
Trustee or director
1$0$0
TYLER SHEERERDIRECTOR
Trustee or director
1$0$0
WYATT CLINEDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 69 people
NameTitleHours / weekCompensationOther / benefits
JONAS PETERSONCHIEF EXECUTIVE OFFICER
Officer
39$376,973$101,955
JILL BLANDEXECUTIVE VP - ECONOMIC DEVELOPMENT
Key employee
40$256,503$40,021
CARLA SONESPRESIDENT
Officer
14$235,156$36,855
KIM WEISHAARCHIEF FINANCIAL OFFICER
Officer
40$187,653$30,237
NICHOLAS RIASHISENIOR DIRECTOR
Highest-paid employee
13$148,019$31,612
ABBIE RUMERYVICE PRESIDENT
Highest-paid employee
40$136,367$28,092
CLARENCE LLOYDVICE PRESIDENT
Highest-paid employee
40$129,091$33,240
BRONWYN DROSTSENIOR DIRECTOR
Highest-paid employee
40$106,525$21,246
AARON ZEIGLERCHAIR
Trustee or director, Officer
1.3$0$0
JOE CEKOLAVICE CHAIR
Trustee or director, Officer
1.3$0$0
KELLY PRESTAVICE CHAIR
Trustee or director, Officer
1.3$0$0
MARK JONESSECRETARY
Trustee or director, Officer
1.3$0$0
TOM WEBBTREASURER
Trustee or director, Officer
1.3$0$0
DANIELLE MASON ANDERSONDIRECTOR
Trustee or director
1$0$0
DAN BARTHOLOMAEDIRECTOR
Trustee or director
1$0$0
BRIAN BELLWAREDIRECTOR
Trustee or director
1$0$0
FRITZ BROWNDIRECTOR
Trustee or director
1$0$0
LYNN CHEN-ZHANGDIRECTOR
Trustee or director
1$0$0
JAMIE CLARKDIRECTOR
Trustee or director
1$0$0
WYATT CLINEDIRECTOR
Trustee or director
1$0$0
DANIEL COFFMANDIRECTOR
Trustee or director
1$0$0
TROY CUVELIERDIRECTOR
Trustee or director
1$0$0
MATT DAVISDIRECTOR
Trustee or director
1$0$0
GREG DOBSONDIRECTOR
Trustee or director
1$0$0
JACK ENDRESDIRECTOR
Trustee or director
1$0$0
JAMES ESCAMILLADIRECTOR
Trustee or director
1$0$0
JIM FELTCHDIRECTOR
Trustee or director
1$0$0
BJORN GREENDIRECTOR
Trustee or director
1$0$0
BILL HUIZENGADIRECTOR
Trustee or director
1$0$0
AIMEE JACHYMDIRECTOR
Trustee or director
1$0$0
DAN JAQUADIRECTOR
Trustee or director
1$0$0
BILL JOHNSTONDIRECTOR
Trustee or director
1$0$0
MICHAEL A JONES SRDIRECTOR
Trustee or director
1$0$0
IAN KENNEDYDIRECTOR
Trustee or director
1$0$0
JOHN KERRDIRECTOR
Trustee or director
1$0$0
SCOTT LEBEAUDIRECTOR
Trustee or director
1$0$0
PATRICK LENNONDIRECTOR
Trustee or director
1$0$0
JAMES LIGGINS JRDIRECTOR
Trustee or director
1$0$0
RICH MACDONALDDIRECTOR
Trustee or director
1$0$0
BILL MANNSDIRECTOR
Trustee or director
1$0$0
DAVID MAURERDIRECTOR
Trustee or director
1$0$0
TODD MCDONALDDIRECTOR
Trustee or director
1$0$0
RUSS MCFEEDIRECTOR
Trustee or director
1$0$0
KEN MILLERDIRECTOR
Trustee or director
1$0$0
MATT MOLITORDIRECTOR
Trustee or director
1$0$0
ED MONTGOMERYDIRECTOR
Trustee or director
1$0$0
KEVIN MURPHYDIRECTOR
Trustee or director
1$0$0
BEN NOBISDIRECTOR
Trustee or director
1$0$0
TG NULTYDIRECTOR
Trustee or director
1$0$0
JEFF O'BRIENDIRECTOR
Trustee or director
1$0$0
GREG O'NIELDIRECTOR
Trustee or director
1$0$0
MARK OLSONDIRECTOR
Trustee or director
1$0$0
BILL PARFETDIRECTOR
Trustee or director
1$0$0
SHAWN PREMERDIRECTOR
Trustee or director
1$0$0
MIKE ROZEWICZDIRECTOR
Trustee or director
1$0$0
GREG SALISBURYDIRECTOR
Trustee or director
1$0$0
FRED SCHUBKEGELDIRECTOR
Trustee or director
1$0$0
GARY SCHULTZDIRECTOR
Trustee or director
1$0$0
MARC SCHUPANDIRECTOR
Trustee or director
1$0$0
TYLER SHEERERDIRECTOR
Trustee or director
1$0$0
ROBB SMALLDONDIRECTOR
Trustee or director
1$0$0
PAULA TERMUHLENDIRECTOR
Trustee or director
1$0$0
BECKY THOMPSONDIRECTOR
Trustee or director
1$0$0
NANCY TURTLEDIRECTOR
Trustee or director
1$0$0
NATALIE VALENTINEDIRECTOR
Trustee or director
1$0$0
MICHELLE VANTORRE-WERMEDIRECTOR
Trustee or director
1$0$0
MARK WELCHDIRECTOR
Trustee or director
1$0$0
SEAN WELSHDIRECTOR
Trustee or director
1$0$0
PERRY WOLFEDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
PO BOX 50827, KALAMAZOO, MI 49005-0827
In care of
% RON KITCHENS
Principal officer (990 for 2025)
CARLA SONES, 180 EAST WATER STREET 2690, KALAMAZOO, MI 49007
Signed the 990
CARLA SONES, INTERIM CHIEF EXECUTIVE OFFICER
Phone
(269) 553-9588
Return prepared by
Plante & Moran PLLC

Mission

Increase prosperity for all in Southwest Michigan.

990 for the year ended December 31, 2025

Program accomplishments

  • SOUTHWEST MICHIGAN FIRST ADMINISTERED APPROXIMATELY $4,116,000 IN GRANTS TO BUSINESSES THROUGH FUNDING FROM THE MEDC (STATE ECONOMIC DEVELOPMENT CORPORATION) DURING 2025.
    Expenses $4,115,604 · grants $4,115,604
  • OTHER ECONOMIC DEVELOPMENT - THE PURPOSE IS TO SERVE AS A REGIONAL ECONOMIC DEVELOPMENT ORGANIZATION TO ATTRACT BUSINESS TO AND RETAIN BUSINESS IN, AND TO REDUCE POVERTY AND THE BURDEN OF GOVERNMENT BY GROWING JOBS IN SOUTHWEST MICHIGAN.
    Expenses $2,406,587 · revenue $710,272

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
38-2853785
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
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$12,738,808
Income (IRS master file)
$9,146,941

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$9,146,941$8,788,855$12,738,808XML
990December 2024$6,829,723$6,025,163$9,206,842XML
990December 2023$8,034,787$7,479,006$13,622,051XML
990December 2022$5,452,905$5,142,028$10,780,961IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 38-2853785).

Questions about SOUTHWEST MICHIGAN FIRST CORPORATION

What is the EIN of SOUTHWEST MICHIGAN FIRST CORPORATION?
The employer identification number (EIN) of SOUTHWEST MICHIGAN FIRST CORPORATION is 38-2853785.
Is SOUTHWEST MICHIGAN FIRST CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to SOUTHWEST MICHIGAN FIRST CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHWEST MICHIGAN FIRST CORPORATION 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 SOUTHWEST MICHIGAN FIRST CORPORATION 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 SOUTHWEST MICHIGAN FIRST CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of SOUTHWEST MICHIGAN FIRST CORPORATION?
The 990 for the year ended December 31, 2025 names CARLA SONES.
Who are the officers and directors of SOUTHWEST MICHIGAN FIRST CORPORATION?
The 990 for the year ended December 31, 2025 lists 76 people; 10 received compensation from the organization, the highest $494,194 (JONAS PETERSON, CHIEF EXECUTIVE OFFICER).
How much revenue does SOUTHWEST MICHIGAN FIRST CORPORATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $9,146,941, expenses of $8,788,855 and total assets of $12,738,808 at year end.

Other nonprofits in KALAMAZOO

All nonprofits in KALAMAZOO · Michigan · Community improvement and capacity building