Nonprofit · EIN 38-3348258
ISABELLA BANK FOUNDATION
Tax-exempt · MT PLEASANT, MI 48858
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,089 | $251,324 | -$199,235 | $991,283 | $0 | $991,283 |
| December 31, 2024 | 990-PF | $63,831 | $134,680 | -$70,849 | $1,190,518 | $0 | $1,190,518 |
| December 31, 2023 | 990-PF | $65,158 | $198,306 | -$133,148 | $1,261,367 | $0 | $1,261,367 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,400
- Interest
- $29,689
Expenses
- Grants and similar amounts paid
- $242,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $245,212
- Excise tax on investment income
- $659
Balance sheet and other
- Total assets, start of year
- $1,190,518
- Total assets, end of year
- $991,283
- Total liabilities, end of year
- $0
- Net assets, end of year
- $991,283
- Fair market value of assets
- $1,520,899
- Qualifying distributions
- $245,212
- Net investment income
- $52,089
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN PUNG 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
| NEIL MCDONNELL 401 N MAIN, MT PLEASANT, MI 48858 | PRESIDENT | 5 | $0 |
| CARRIE NAGEOTTE 401 N MAIN, MT PLEASANT, MI 48858 | SECRETARY | 5 | $0 |
| JEROME SCHWIND 401 N MAIN, MT PLEASANT, MI 48858 | CHAIRMAN/TREASURER | 5 | $0 |
| DAVE KEILITZ 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
| JAMES WOJCIK 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN PUNG 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
| NEIL MCDONNELL 401 N MAIN, MT PLEASANT, MI 48858 | PRESIDENT | 5 | $0 |
| RECHELLE RICHARDSON 401 N MAIN, MT PLEASANT, MI 48858 | SECRETARY | 5 | $0 |
| JEROME SCHWIND 401 N MAIN, MT PLEASANT, MI 48858 | CHAIRMAN/TREASURER | 5 | $0 |
| DAVE KEILITZ 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
| JAMES WOJCIK 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 5 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN PUNG 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 0.5 | $0 |
| JAE EVANS 401 N MAIN, MT PLEASANT, MI 48858 | CHAIRMAN/TREASURER | 0.5 | $0 |
| RECHELLE RICHARDSON 401 N MAIN, MT PLEASANT, MI 48858 | SECRETARY | 0.5 | $0 |
| JEROME SCHWIND 401 N MAIN, MT PLEASANT, MI 48858 | PRESIDENT | 0.5 | $0 |
| DAVE KEILITZ 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 0.5 | $0 |
| JAMES WOJCIK 401 N MAIN, MT PLEASANT, MI 48858 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 401 N MAIN ST, MT PLEASANT, MI 48858-1649
- Signed the 990-PF
- JEROME SCHWIND, CHAIRMAN & TREASURER
- Phone
- (989) 772-9471
- Return prepared by
- CROWE ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3348258
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $991,283
- Income (IRS master file)
- $52,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,089 | $251,324 | $991,283 | XML |
| 990-PF | December 2024 | $63,831 | $134,680 | $1,190,518 | XML |
| 990-PF | December 2023 | $65,158 | $198,306 | $1,261,367 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 38-3348258).
Questions about ISABELLA BANK FOUNDATION
- What is the EIN of ISABELLA BANK FOUNDATION?
- The employer identification number (EIN) of ISABELLA BANK FOUNDATION is 38-3348258.
- Is ISABELLA BANK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ISABELLA BANK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ISABELLA BANK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ISABELLA BANK FOUNDATION 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 ISABELLA BANK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ISABELLA BANK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ISABELLA BANK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,089, expenses of $251,324 and total assets of $991,283 at year end.
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