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Nonprofit · EIN 38-3333202

KALAMAZOO COMMUNITY FOUNDATION

Tax-exempt · KALAMAZOO, MI 49007

Financials

$40.7M$32.4M2023$71.4M$34.7M2024
Revenue Expenses · by fiscal year end
Financials of KALAMAZOO COMMUNITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$71,389,653$34,688,443$36,701,210$698,598,440$2,668,895$695,929,545
December 31, 2023990$40,712,525$32,393,557$8,318,968$639,999,796$4,505,574$635,494,222
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$19,838,165
Program service revenue
$0
Investment income
$51,449,304
Net gain from sales of assets
$33,282,466
Other revenue
$102,184

Expenses

Grants and similar amounts paid
$24,386,647
Compensation of officers, directors and key employees
$1,339,901
Other salaries and wages
$3,012,583
Salaries, compensation and benefits (total)
$5,465,108
Professional fundraising fees
$0
Legal fees
$47,752
Accounting fees
$53,324
Occupancy
$262,083
Travel
$250,377
Depreciation
$41,186
Program services (functional)
$26,381,094
Management and general (functional)
$5,290,657
Fundraising (functional)
$3,016,692

Balance sheet and other

Total assets, start of year
$639,999,796
Total assets, end of year
$698,598,440
Total liabilities, end of year
$2,668,895
Net assets, end of year
$695,929,545
Land, buildings and equipment
$155,430
Publicly traded securities
$211,822,392
Net assets without donor restrictions
$48,641,124
Net assets with donor restrictions
$647,288,421
Gross receipts
$527,531,844
Employees
57
Volunteers
83
Year formed
1995
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 / weekCompensationOther / benefits
GRACE LUBWAMACEO/PRESIDENT
Officer
40$364,664$33,301
JOANNA DALESCHIEF PHILANTHROPY OFFICER
Officer
40$174,347$32,115
JOSHUA SLEDGECHIEF INVESTMENT OFFICER
Officer
40$151,915$28,623
HENRY TOLEDOCHIEF TECHNOLOGY OFFICER
Officer
40$120,613$28,923
ROBYN BENNETTDIRECTOR, PEOPLE & CULTURE
Highest-paid employee
40$124,572$19,506
ALYSSA STEWARTCHIEF COMMUNITY IMPACT OFFICER
Officer
37$122,326$9,957
CYNTHIA TROUTDIRECTOR, DEVELOPMENT
Highest-paid employee
40$117,349$6,590
ANDREW GRAYSONDIRECTOR, SCHOLORSHIPS
Highest-paid employee
39.2$106,337$15,091
DEMETRIAS WOLVERTONCHIEF PEOPLE/PUBLIC AFFAIRS OFFICER
Officer
38$104,159$13,654
RAYMOND BYERSCHIEF FINANCIAL OFFICER - PART YEAR
Officer
37$105,474$10,186
VON WASHINGTON JRCHAIR/TRUSTEE
Trustee or director, Officer
3$0$0
DR L MARSHALL WASHINGTONTREASURER/TRUSTEE
Trustee or director, Officer
3$0$0
AMY UPJOHNVICE CHAIR/TRUSTEE
Trustee or director, Officer
3$0$0
JORGE GONZALEZTRUSTEE
Trustee or director
3$0$0
ARTRELLA COHNTRUSTEE
Trustee or director
3$0$0
6 more people on this return
NameTitleHours / weekCompensation
JAMES ESCAMILLATRUSTEE
Trustee or director
3$0
XIAOAN LITRUSTEE
Trustee or director
3$0
KAMA TAI MITCHELLTRUSTEE
Trustee or director
3$0
SYDNEY PARFETTRUSTEE
Trustee or director
3$0
LUCAS MANSBERGERTRUSTEE
Trustee or director
3$0
SARAH JENNINGSFRACTIONAL CFO - PART YEAR
Officer
10$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
JENNIFER HEYMOSSVP, INITIATIVES & PUBLIC POLICY
Officer
45$188,614$21,995
ERYCKA HUNTERVP, PEOPLE & OPERATIONS
Officer
43$149,472$9,436
JOANNA DALESCHIEF PHILANTHROPY OFFICER
Officer
40$154,242$2,649
SARAH LEEVP, MARKETING COMMUNICATION
Officer
42$154,860$502
GRACE LUBWAMACEO/PRESIDENT
Officer
40$144,183$6,941
ROBYN BENNETHR DIRECTOR
Officer
40$116,120$17,158
KENLANA FERGUSONCOMMUNITY IMPACT DIRECTOR
Officer
40$119,875$2,862
VON WASHINGTON JRCHAIR/TRUSTEE
Trustee or director, Officer
3$0$0
DR L MARSHALL WASHINGTONTREASURER/TRUSTEE
Trustee or director, Officer
3$0$0
AMY UPJOHNVICE CHAIR/TRUSTEE
Trustee or director, Officer
3$0$0
JORGE GONZALEZTRUSTEE
Trustee or director, Officer
3$0$0
ARTRELLA COHNTRUSTEE
Trustee or director
3$0$0
JAMES ESCAMILLATRUSTEE
Trustee or director
3$0$0
XIAOAN LITRUSTEE
Trustee or director
3$0$0
KAMA TAI MITCHELLTRUSTEE
Trustee or director
3$0$0
SYDNEY PARFETTRUSTEE
Trustee or director
3$0$0
LUCAS MANSBERGERTRUSTEE
Trustee or director
3$0$0
SARAH JENNINGSFRACTIONAL CFO
Officer
10$0$0
RICCARDO STOECKICHTINTERIM CFO
Officer
40$0$0

Address and contacts

Address (IRS master file)
402 E MICHIGAN AVE, KALAMAZOO, MI 49007-3888
In care of
% KAREN RACETTE
Principal officer (990 for 2024)
JOSHUA SLEDGE, 402 EAST MICHIGAN AVENUE, KALAMAZOO, MI 49007
Signed the 990
JOSHUA SLEDGE, CHIEF INVESTEMENT OFFICER
Phone
(269) 381-4416
Return prepared by
PLANTE & MORAN PLLC

Mission

KALAMAZOO COMMUNITY FOUNDATION'S MISSION IS TO MOBILIZE PEOPLE, RESOURCES, AND EXPERTISE TO ADVANCE RACIAL, SOCIAL, AND ECONOMIC JUSTICE.

990 for the year ended December 31, 2024

Program accomplishments

  • UNRESTRICTED FUNDS: DONORS HAVE ESTABLISHED UNRESTRICTED FUNDS WHICH ALLOW THE COMMUNITY FOUNDATION TO RESPOND TO THE MOST CHALLENGING NEEDS IN THE COMMUNITY, RESPOND QUICKLY TO EMERGENCIES, AND FACILITATE INNOVATIVE RESPONSES TO COMMUNITY CHALLENGES TO MEET THE VISION OF KALAMAZOO COUNTY AS THE MOST EQUITABLE PLACE TO LIVE.
    Expenses $22,855,585 · grants $21,613,462 · revenue $105,000
  • SCHOLARSHIP FUNDS PROVIDED FELLOWSHIPS AND SCHOLARSHIPS TO 464 STUDENTS.
    Expenses $2,218,218 · grants $2,212,440 · revenue $270,842
  • OPIOID REMEDIATION MINI-GRANT ADMINSTRATION PROCESS: A CONTRACTURAL AGREEMENT TO ADMINISTER MINI-GRANTS UTILIZING FUNDS PROVIDED BY THE COUNTY
    Expenses $559,503 · grants $231,250 · revenue $231,629
  • GRANTS FROM FUNDS WITH RESTRICTED PURPOSES INCLUDING DESIGNATED, DONOR ADVISED AND FIELD OF INTEREST.
    Expenses $747,788 · grants $329,495

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
38-3333202
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
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$698,598,440
Income (IRS master file)
$527,531,844

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$71,389,653$34,688,443$698,598,440IRS
990December 2023$40,712,525$32,393,557$639,999,796XML
990December 2022$41,967,790$29,976,106$567,971,966IRS
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 38-3333202).

Questions about KALAMAZOO COMMUNITY FOUNDATION

What is the EIN of KALAMAZOO COMMUNITY FOUNDATION?
The employer identification number (EIN) of KALAMAZOO COMMUNITY FOUNDATION is 38-3333202.
Is KALAMAZOO COMMUNITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to KALAMAZOO COMMUNITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KALAMAZOO 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 KALAMAZOO COMMUNITY FOUNDATION 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 KALAMAZOO COMMUNITY FOUNDATION 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 KALAMAZOO COMMUNITY FOUNDATION?
The 990 for the year ended December 31, 2024 names JOSHUA SLEDGE.
Who are the officers and directors of KALAMAZOO COMMUNITY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 21 people; 10 received compensation from the organization, the highest $364,664 (GRACE LUBWAMA, CEO/PRESIDENT).
How much revenue does KALAMAZOO COMMUNITY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $71,389,653, expenses of $34,688,443 and total assets of $698,598,440 at year end.

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