Nonprofit · EIN 38-3032185
PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION
Tax-exempt · PETOSKEY, MI 49770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $15,988,693 | $6,329,797 | $9,658,896 | $70,208,539 | $12,015,603 | $58,192,936 |
| March 31, 2025 | 990 | $9,074,377 | $7,905,984 | $1,168,393 | $61,985,629 | $12,323,350 | $49,662,279 |
| March 31, 2024 | 990 | $9,300,684 | $9,217,826 | $82,858 | $61,226,065 | $13,520,055 | $47,706,010 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $7,959,237
- Program service revenue
- $0
- Investment income
- $7,966,354
- Net gain from sales of assets
- $3,355,649
- Other revenue
- $63,102
Expenses
- Grants and similar amounts paid
- $5,294,420
- Compensation of officers, directors and key employees
- $123,750
- Other salaries and wages
- $346,049
- Salaries, compensation and benefits (total)
- $594,254
- Professional fundraising fees
- $0
- Legal fees
- $2,866
- Accounting fees
- $18,612
- Occupancy
- $75,080
- Travel
- $11,684
- Depreciation
- $1,333
- Program services (functional)
- $5,584,438
- Management and general (functional)
- $607,702
- Fundraising (functional)
- $137,657
Balance sheet and other
- Total assets, start of year
- $61,985,629
- Total assets, end of year
- $70,208,539
- Total liabilities, end of year
- $12,015,603
- Net assets, end of year
- $58,192,936
- Land, buildings and equipment
- $12,892
- Publicly traded securities
- $61,256,935
- Net assets without donor restrictions
- $10,401,171
- Net assets with donor restrictions
- $47,791,765
- Gross receipts
- $84,208,975
- Employees
- 8
- Volunteers
- 15
- Year formed
- 1991
- 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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID JONES | EXECUTIVE DIRECTOR Officer | 40 | $129,363 | $10,418 |
| JANET M MANCINELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT E KEEDY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY E RAPIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLAIRE FORSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER H ATTIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMERSON J MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COURTNEY FONT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM HENAGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG LARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AVERY R SEARS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRENT STARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANA F ANDREWS | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| STEVEN L BOECKMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MELISSA A NGUYEN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH L SHUMAN | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended March 31, 2025: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID JONES | EXECUTIVE DIRECTOR Officer | 40 | $124,650 | $10,017 |
| JANET M MANCINELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT E KEEDY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY E RAPIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLAIRE FORSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER H ATTIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMERSON J MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COURTNEY FONT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM HENAGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUG LARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID DEAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NORA RILEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANA F ANDREWS | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| STEVEN L BOECKMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MELISSA A NGUYEN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| SARAH L SHUMAN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended March 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID JONES | EXECUTIVE DIRECTOR Officer | 40 | $120,100 | $9,631 |
| JANET M MANCINELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT E KEEDY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY E RAPIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SARAH L SHUMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHRYN S ERBER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER H ATTIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMERSON J MEYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COURTNEY FONT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM HENAGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXANDER CARLSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID DEAL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEVIN MARVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES W FORD | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| DANA F ANDREWS | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MELISSA A NGUYEN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| STEVEN L BOECKMAN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1349 US-131 A, PETOSKEY, MI 49770-8333
- Principal officer (990 for 2025)
- DAVID JONES, 1349 US-131 A, PETOSKEY, MI 49770
- Signed the 990
- DAVID JONES, EXECUTIVE DIRECTOR
- Phone
- (231) 348-5820
- Website
- WWW.PHSACF.ORG
- Return prepared by
- REHMANN ROBSON LLC
Mission
TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE IN EMMET COUNTY BY CONNECTING DONORS WITH COMMUNITY NEEDS, BUILDING A PERMANENT SOURCE OF CHARITABLE FUNDS, ADDRESSING A BROAD RANGE OF COMMUNITY ISSUES THROUGH GRANTMAKING, AND CHAMPIONING PHILANTHROPY.
Program accomplishments
- THE COMMUNITY FOUNDATION MAKES GRANTS FOR CHARITABLE PURPOSES TO VARIOUS 501(C)(3) AND GOVERNMENT ORGANIZATIONS IN THE FOLLOWING AREAS: ARTS AND CULTURE, EDUCATION, ENVIRONMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, HEALTH, HUMAN SERVICES, RECREATION, HISTORIC PRESERVATION, AND YOUTH DEVELOPMENT. ALL GRANT RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE COMMUNITY FOUNDATION'S BOARD OF DIRECTORS. DONOR ADVISED FUNDS RECOMMENDED 894 GRANTS TO SUPPORT ORGANIZATIONS THEY VALUE. THE UNRESTRICTED FUND'S DISTRIBUTION COMMITTEE AND THE YOUTH FUND'S YOUTH ADVISORY COMMITTEE RECOMMENDED 47 GRANTS TO ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF EMMET COUNTY RESIDENTS. THE ADVISORY COMMITTEE FOR FIELD OF INTEREST FUNDS, INCLUDING FUNDS SUPPORTING SENIORS, CHILDREN, HOUSING OR THE ENVIRONMENT, RECOMMENDED 118 GRANTS TO ORGANIZATIONS IN CORRESPONDING FIELDS. THE SCHOLARSHIP COMMITTEE RECOMMENDED VARIOUS SCHOLARSHIP AWARDS OF 56 GRANTS TO LOCAL STUDENTS WHO ARE PURSUING EDUCATION BEYOND HIGH SCHOOL. A TOTAL OF 1,293 GRANTS WERE AWARDED FROM COMMUNITY FOUNDATION FUNDS DURING THIS TIME PERIOD TO IMPROVE AND ENRICH LIFE IN EMMET COUNTY.Expenses $5,584,438 · grants $5,294,420
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3032185
- 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
- 1992
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $70,208,539
- Income (IRS master file)
- $84,208,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $15,988,693 | $6,329,797 | $70,208,539 | XML |
| 990 | March 2025 | $9,074,377 | $7,905,984 | $61,985,629 | XML |
| 990 | March 2024 | $9,300,684 | $9,217,826 | $61,226,065 | XML |
| 990 | March 2023 | $8,085,618 | $6,342,237 | $55,398,624 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 38-3032185).
Questions about PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION
- What is the EIN of PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION?
- The employer identification number (EIN) of PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION is 38-3032185.
- Is PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION 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 PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION?
- The 990 for the year ended March 31, 2026 names DAVID JONES.
- Who are the officers and directors of PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION?
- The 990 for the year ended March 31, 2026 lists 16 people; 1 received compensation from the organization, the highest $129,363 (DAVID JONES, EXECUTIVE DIRECTOR).
- How much revenue does PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $15,988,693, expenses of $6,329,797 and total assets of $70,208,539 at year end.
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