Charlevoix County Community Foundation
Donations deductibleRevenue
$5.3m
year to 31 December 2024
Expenses
$4.8m
year to 31 December 2024
Total assets
$64.5m
$5.9m liabilities
Net assets
$58.6m
assets less liabilities
Directors and trustees
15
4.4 years on average
Staff
7
employees, year to 31 December 2024
Chair observed
≥5 yrs
Keith Carey
Left since last filing
3
20% of the board
Charlevoix County Community Foundation's network
15 people5 organisationsi15 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Keith Carey Chair | Chair | 2021 | 5 yrs |
| Monica Peck Chair | Past Chair | 2019 | 7 yrs |
| Angie Nachazel | Trustee | 2021 | 5 yrs |
| Anna Young | Trustee | 2024 | 2 yrs |
| Bill Lorne | Treasurer | 2020 | 6 yrs |
| Carol Timmer | Trustee | 2023 | 3 yrs |
| Cindy Grice | Trustee | 2022 | 4 yrs |
| Dean Solomon | Vice-Chair | 2022 | 4 yrs |
| Erika Van Dam | Trustee | 2022 | 4 yrs |
| Jeff Crouse | Trustee | 2023 | 3 yrs |
| Jennifer Boyer | Company secretary | 2020 | 6 yrs |
| Jim Lentz | Trustee | 2024 | 2 yrs |
| John McLeod | Trustee | 2023 | 3 yrs |
| Pam Grassmick | Trustee | 2023 | 3 yrs |
| Tom Teske | Trustee | 2024 | 2 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Robert Hansen Jr | President | since 2018 |
| Sara Ward | President | since 2023 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sara Ward | President | 40 | $112k | ||
| Keith Carey | Chair | 2 | $0 | ||
| Dean Solomon | Vice-Chair | 2 | $0 | ||
| Bill Lorne | Treasurer | 2 | $0 | ||
| Jennifer Boyer | Secretary | 2 | $0 | ||
| Monica Peck | Past Chair | 2 | $0 | ||
| Carol Timmer | Trustee | 1 | $0 | ||
| Jeff Crouse | Trustee | 1 | $0 | ||
| Erika Van Dam | Trustee | 1 | $0 | ||
| Pam Grassmick | Trustee | 1 | $0 | ||
| Angie Nachazel | Trustee | 1 | $0 | ||
| Jim Lentz | Trustee | 1 | $0 | ||
| Cindy Grice | Trustee | 1 | $0 | ||
| John McLeod | Trustee | 1 | $0 | ||
| Tom Teske | Trustee | 1 | $0 | ||
| Anna Young | Trustee | 1 | $0 |
About
- Legal name
- Charlevoix County Community Foundation
- EIN
- 383033739
- Address
- Po Box 718, East Jordan, MI, 49727-0718
- State
- Michigan
- Mission
- Awarding grants and scholarships. (as filed on the Form 990)
- Activity (NTEE)
- T31Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1991
- Principal officer
- Sara Ward (as named on the Form 990)
- IRS ruling date
- 1 April 1992
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsMonica Peck
≥6years on the filingsBill Lorne
≥6years on the filingsJennifer Boyer
≥5years on the filingsKeith Carey
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $64.5m
- Total liabilities
- $5.9m
- Net assets or fund balances
- $58.6m
- Contributions and grants received
- $2.9m
- Program service revenue
- $0
- Grants and similar paid out
- $4m
- Employees
- 7
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $5.3m | $4.8m | $506k |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Bay Area Substance Education | General operations | $506k |
| Womens Resource Center of No | General operations and program supp | $240k |
| Crooked Tree Arts Council | General operations and programs | $221k |
| Beaver Island Rural Health Ce | General operations & repairs | $164k |
| Little Traverse Conservancy | Land purchase and operations | $143k |
| East Jordan Schools | Education programs | $119k |
| McLaren Northern Michigan Fdn | To support medical programs | $114k |
| Charlevoix Historical Society | Support programs and repairs | $96k |
| Charlevoix Public Library | General operations and programs | $85k |
| Tip of Mitt Watershed Council | Support youth education and monitor | $81k |
| Munson Healthcare Chx Fdn | General operations | $78k |
| Northern Homes CDC | Predevelopment activities for build | $72k |
| Charlevoix Area Humane Societ | General operations and programs | $69k |
| Charlevoix Area Community Poo | General operations and improvements | $65k |
| Housing North | Support Housing Ready Program | $61k |
| Rotary Club of Charlevoix Cha | Playground project | $58k |
| Depot Jordan Valley Teen Cent | Programming and general support | $52k |
| Conservation Resource Allianc | General operations | $50k |
| City of East Jordan | General operations and rec programs | $47k |
| North Central Michigan Colleg | General operations and programs | $42k |
| Raven Hill Discovery Center | General operations | $41k |
| Charlevoix Public Schools | Education programs | $40k |
| Great Lakes Chamber Orchestra | General operations and programs | $37k |
| Boyne District Library | General operations | $35k |
| Planned Parenthood of Michiga | Support reproductive equity and edu | $33k |