Nonprofit · EIN 38-6052788
JOHN E FETZER INSTITUTE INC
Tax-exempt · KALAMAZOO, MI 49009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $66,056,992 | $42,404,194 | $23,652,798 | $829,605,467 | $16,869,974 | $812,735,493 |
| June 30, 2024 | 990-PF | $46,818,953 | $34,059,155 | $12,759,798 | $778,712,012 | $13,184,490 | $765,527,522 |
| June 30, 2023 | 990-PF | $11,720,889 | $33,818,237 | -$22,097,348 | $737,848,783 | $14,798,968 | $723,049,815 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,826,624
- Dividends
- $11,303,825
- Net gain from sales of assets
- $52,767,133
- Other income
- $159,410
Expenses
- Grants and similar amounts paid
- $15,059,066
- Compensation of officers, directors and key employees
- $2,222,688
- Salaries, compensation and benefits (total)
- $7,226,026
- Disbursements for charitable purposes
- $34,776,597
- Excise tax on investment income
- $1,041,693
Balance sheet and other
- Total assets, start of year
- $778,712,012
- Total assets, end of year
- $829,605,467
- Total liabilities, end of year
- $16,869,974
- Net assets, end of year
- $812,735,493
- Fair market value of assets
- $829,605,467
- Qualifying distributions
- $35,895,957
- Net investment income
- $79,159,905
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT A BOISTURE - RETIRED 63025 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | PRESIDENT & CEO & TRUSTEE | 40 | $678,192 | $86,420 |
| JONATHAN A LEVER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | EXECUTIVE VICE PRESIDENT & COO | 40 | $474,688 | $75,844 |
| WILLIAM F VENDLEY 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT WORLD Highest-paid employee | 40 | $294,625 | $51,389 |
| RODNEY MCKENZIE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT ALLY Highest-paid employee | 40 | $276,745 | $39,361 |
| DANIEL J CARDINALI 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | CHAIRPERSON OF BOARD | 20 | $272,172 | $0 |
| BRADLEY S MILLER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TREASURER & DIRECTOR OF FINANCE | 40 | $269,000 | $56,340 |
| SARA CRITCHFIELD 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT GLOBA Highest-paid employee | 40 | $261,862 | $49,036 |
| LAKEESHA SMITH 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT ORGAN Highest-paid employee | 40 | $245,435 | $46,439 |
| STEVEN HARRIS 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT OF EC Highest-paid employee | 40 | $228,836 | $49,635 |
| JENNIFER BAILEY HELDERMAN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $97,944 | $0 |
| CAROLYN T BROWN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $97,944 | $0 |
| LYNNE TWIST 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $97,944 | $0 |
| ANNA SUN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $97,944 | $0 |
990-PF for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT A BOISTURE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | PRESIDENT & CEO & TRUSTEE | 40 | $652,285 | $62,408 |
| JONATHAN A LEVER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | EXECUTIVE VICE PRESIDENT & COO | 40 | $456,408 | $44,577 |
| WILLIAM F VENDLEY 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT WORLD Highest-paid employee | 40 | $283,171 | $28,317 |
| BRADLEY S MILLER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TREASURER & DIRECTOR OF FINANCE | 40 | $258,482 | $25,848 |
| SARA CRITCHFIELD 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT GLOBA Highest-paid employee | 40 | $252,692 | $25,269 |
| RODNEY MCKENZIE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT ALLY Highest-paid employee | 40 | $251,649 | $25,165 |
| LAKEESHA SMITH 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT ORGAN Highest-paid employee | 40 | $235,813 | $23,581 |
| ANNE PUENTE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT OF PR Highest-paid employee | 40 | $232,115 | $23,212 |
| DANIEL J CARDINALI 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | CHAIRPERSON OF BOARD | 20 | $205,861 | $0 |
| CAROLYN T BROWN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $150,019 | $0 |
| ROBERT F LEHMAN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE - THROUGH OCT 2023 | 40 | $123,075 | $12,307 |
| JENNIFER BAILEY HELDERMAN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| LYNNE TWIST 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| ANNA SUN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| BRUCE M CARLSON 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE - THROUGH OCT 2023 | 8 | $31,392 | $0 |
990-PF for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT A BOISTURE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | PRESIDENT & CEO & TRUSTEE | 40 | $649,336 | $62,154 |
| JONATHAN A LEVER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | EXECUTIVE VICE PRESIDENT & COO | 40 | $453,224 | $44,224 |
| WILLIAM F VENDLEY 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT WORLD Highest-paid employee | 40 | $278,854 | $27,885 |
| CAROLYN T BROWN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | CHAIRPERSON OF BOARD | 20 | $261,704 | $0 |
| BRADLEY S MILLER 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TREASURER & DIRECTOR OF FINANCE | 40 | $253,920 | $25,392 |
| RODNEY MCKENZIE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT ALLY Highest-paid employee | 40 | $247,012 | $24,701 |
| SARA CRITCHFIELD 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT GLOBA Highest-paid employee | 40 | $246,684 | $24,668 |
| ROBERT F LEHMAN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | PRESIDENT EMERITUS & TRUSTEE | 40 | $210,088 | $21,009 |
| ANNE PUENTE 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | VICE PRESIDENT OF PR Highest-paid employee | 40 | $208,584 | $20,858 |
| SHARIF AZAMI 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $196,423 | $8,691 |
| BRUCE M CARLSON 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| JENNIFER BAILEY HELDERMAN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| LYNNE TWIST 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $94,176 | $0 |
| DANIEL J CARDINALI 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $62,804 | $0 |
| ANNA SUN 9292 WEST KL AVENUE, KALAMAZOO, MI 49009 | TRUSTEE | 8 | $7,848 | $0 |
Address and contacts
- Address (IRS master file)
- 9292 W KL AVE, KALAMAZOO, MI 49009-5316
- In care of
- % BRADLEY S MILLER
- Signed the 990-PF
- BRADLEY S MILLER, TREASURER
- Phone
- (269) 375-2000
- Website
- WWW.FETZER.ORG
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6052788
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X99)
- Assets (IRS master file)
- $829,605,467
- Income (IRS master file)
- $145,823,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $66,056,992 | $42,404,194 | $829,605,467 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $46,818,953 | $34,059,155 | $778,712,012 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $11,720,889 | $33,818,237 | $737,848,783 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 38-6052788).
Questions about JOHN E FETZER INSTITUTE INC
- What is the EIN of JOHN E FETZER INSTITUTE INC?
- The employer identification number (EIN) of JOHN E FETZER INSTITUTE INC is 38-6052788.
- Is JOHN E FETZER INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to JOHN E FETZER INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JOHN E FETZER INSTITUTE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN E FETZER INSTITUTE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN E FETZER INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOHN E FETZER INSTITUTE INC?
- The 990-PF for the year ended June 30, 2025 lists 13 people; 13 received compensation from the organization, the highest $678,192 (ROBERT A BOISTURE - RETIRED 63025, PRESIDENT & CEO & TRUSTEE).
- How much revenue does JOHN E FETZER INSTITUTE INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $66,056,992, expenses of $42,404,194 and total assets of $829,605,467 at year end.
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