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Nonprofit · EIN 38-3227080

COMMUNITY FOUNDATION OF THE UPPER PENINSULA

Tax-exempt · ESCANABA, MI 49829

Financials

$4.7M$3.7M2023$4.2M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of COMMUNITY FOUNDATION OF THE UPPER PENINSULA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,232,221$3,323,728$908,493$39,672,025$2,360,216$37,311,809
December 31, 2023990$4,657,625$3,654,685$1,002,940$37,129,635$2,242,964$34,886,671
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,884,251
of which government grants
$112,580
Program service revenue
$550,651
Investment income
$1,669,029
Net gain from sales of assets
$258,484
Net income from fundraising events
$24,004
Other revenue
$128,290

Expenses

Grants and similar amounts paid
$1,755,089
Compensation of officers, directors and key employees
$95,219
Other salaries and wages
$362,770
Salaries, compensation and benefits (total)
$513,797
Professional fundraising fees
$0
Accounting fees
$32,555
Occupancy
$11,200
Travel
$18,279
Depreciation
$7,868
Program services (functional)
$2,739,204
Management and general (functional)
$308,491
Fundraising (functional)
$276,033

Balance sheet and other

Total assets, start of year
$37,129,635
Total assets, end of year
$39,672,025
Total liabilities, end of year
$2,360,216
Net assets, end of year
$37,311,809
Land, buildings and equipment
$231,916
Publicly traded securities
$32,869,079
Net assets without donor restrictions
$3,743,988
Net assets with donor restrictions
$33,567,821
Gross receipts
$11,700,392
Employees
13
Volunteers
75
Year formed
1994
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHERYL ANDZEJEWSKIPRESIDENT/CE
Officer
40$95,219
MARY BOWERMANTRUSTEE
Trustee or director
–$0
SUZETTE CARBERRYTRUSTEE
Trustee or director
–$0
NICK CHENIERTRUSTEE
Trustee or director
–$0
KENNETH DRENTHTRUSTEE
Trustee or director
–$0
PETER EVERSONTRUSTEE
Trustee or director
–$0
CHARI FISCHERTRUSTEE
Trustee or director
–$0
KRISTEN MACARTHURTRUSTEE
Trustee or director
–$0
DAVID SCHAAFADVISOR
Trustee or director
–$0
VELDA SCLAFANITRUSTEE
Trustee or director
–$0
ALYSSA SWANSONTRUSTEE
Trustee or director
–$0
JAN TABORTRUSTEE
Trustee or director
–$0
ROBERT VANDAMMETRUSTEE
Trustee or director
–$0
CHARLIE BECKERSECRETARY/TR
Officer
–$0
BILL INMANCO-CHAIR
Officer
–$0
1 more people on this return
NameTitleHours / weekCompensation
TODD LYSINGERCO-VICE CHAI
Officer
–$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
CHERYL ANDZEJEWSKIPRESIDENT/CE
Officer
40$90,200
MARY BOWERMANTRUSTEE
Trustee or director
–$0
SUZETTE CARBERRYTRUSTEE
Trustee or director
–$0
ANDY COSTICTRUSTEE
Trustee or director
–$0
KENNETH DRENTHTRUSTEE
Trustee or director
–$0
PETER EVERSONTRUSTEE
Trustee or director
–$0
KRISTEN MACARTHURTRUSTEE
Trustee or director
–$0
JOHN LEHMAN PHDTRUSTEE
Trustee or director
–$0
DAVID SCHAFFNON-BOARD ME
Trustee or director
–$0
VELDA SCLAFANITRUSTEE
Trustee or director
–$0
ALYSSA SWANSONTRUSTEE
Trustee or director
–$0
ROBERT VANDAMMETRUSTEE
Trustee or director
–$0
CHARLIE BECKERSECRETARY/TR
Officer
–$0
BILL INMANCO-CHAIR
Officer
–$0
TODD LYSINGERCO-VICE CHAI
Officer
–$0
WILL CARNE SRCO-CHAIR
Officer
–$0

Address and contacts

Address (IRS master file)
2420 1ST AVE S, ESCANABA, MI 49829-1309
In care of
% GARY LAPLANT
Principal officer (990 for 2024)
BILL INMAN, 16548 N WHITEFISH POINT ROAD, PARADISE, MI 49768
Signed the 990
CHERYL ANDZEJEWSKI, PRESIDENT/CEO
Phone
(906) 786-6654
Return prepared by
SCHNEIDER LARCHE HAAPALA & CO PLLC

Mission

TO RECEIVE AND ADMINISTER CHARITABLE ENDOWMENT FUNDS FOR THE BENEFIT OF THE RESIDENTS OF THE UPPER PENINSULA OF MICHIGAN AND TO PROVIDE ADMINISTRATIVE, COMMUNICATION AND OTHER SUPPORT TO AFFILIATE MEMBERS AND OTHER COMMUNITY FOUNDATIONS.

990 for the year ended December 31, 2024

Program accomplishments

  • DIRECT GRANTS FOR VARIOUS PURPOSES TO OTHER 501(C)(3) ORGANIZATIONS SERVING THE UPPER PENINSULA OF MICHIGAN AND SCHOLARSHIPS TO STUDENTS.
    Expenses $1,755,089 · grants $1,755,089
  • PROVIDE ADMINISTRATIVE SUPPORT INCLUDING MARKETING AND ACCOUNTING SERVICES TO OTHER AREA COMMUNITY FOUNDATIONS
    Expenses $984,115

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
38-3227080
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
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$39,672,025
Income (IRS master file)
$11,700,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,232,221$3,323,728$39,672,025XML
990December 2023$4,657,625$3,654,685$37,129,635XML
990December 2022$5,653,064$3,570,716$42,184,299IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 38-3227080).

Questions about COMMUNITY FOUNDATION OF THE UPPER PENINSULA

What is the EIN of COMMUNITY FOUNDATION OF THE UPPER PENINSULA?
The employer identification number (EIN) of COMMUNITY FOUNDATION OF THE UPPER PENINSULA is 38-3227080.
Is COMMUNITY FOUNDATION OF THE UPPER PENINSULA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to COMMUNITY FOUNDATION OF THE UPPER PENINSULA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY FOUNDATION OF THE UPPER PENINSULA 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 COMMUNITY FOUNDATION OF THE UPPER PENINSULA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY FOUNDATION OF THE UPPER PENINSULA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of COMMUNITY FOUNDATION OF THE UPPER PENINSULA?
The 990 for the year ended December 31, 2024 names BILL INMAN.
Who are the officers and directors of COMMUNITY FOUNDATION OF THE UPPER PENINSULA?
The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $95,219 (CHERYL ANDZEJEWSKI, PRESIDENT/CE).
How much revenue does COMMUNITY FOUNDATION OF THE UPPER PENINSULA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,232,221, expenses of $3,323,728 and total assets of $39,672,025 at year end.

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