Disable all preview features

Community Development : Community Foundations

Charlevoix County Community Foundation

Acting as a catalyst and collaborate with others to build a better tomorrow

four stars

90.58

301 Water Street P.O. Box 718
East Jordan, MI 49727
tel: (231) 536-2440   Web Site
EIN: 38-3033739

Board Leadership
Jack Poindexter
Chair

CEO
Robert Hansen Jr.
President

  Score
(out of 100)
Rating
Overall Score & Rating 90.58 four stars
  Financial 87.30 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 04/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Charlevoix County Community Foundation enhances the quality of life for all citizens of Charlevoix County, now and for generations to come through the awarding of grants to other non-profit organizations and scholarships to students. We aim to be the trustworthy resource for philanthropy by building permanent endowment, addressing needs through grantmaking, and providing leadership resources to serve our community. For good. For ever. We will act ethically in every relationship, support and preserve donor intent across generations, meet or exceed expectations in all we do, honor the dignity and worth of all, and act as a catalyst and collaborate with others to build a better tomorrow

Charlevoix County Community Foundation enhances the quality of life for all citizens of Charlevoix County, now and for generations to come through the awarding of grants to other non-profit organizations and scholarships to students. We aim to be the trustworthy resource for philanthropy by building permanent endowment, addressing needs through grantmaking, and providing leadership resources to serve our community. For good. For ever. We will act ethically in every relationship, support and preserve donor intent across generations, meet or exceed expectations in all we do, honor the dignity and worth of all, and act as a catalyst and collaborate with others to build a better tomorrow

Impact Information

data icon Looking for Impact Information?

Charity Navigator is collaborating with GuideStar, GlobalGiving, Classy, and ImpactMatters to display impact-related information on our rated profile pages. Each partner collects this data directly from nonprofits and provides updates to Charity Navigator when available.

If you are interested in seeing this charity provide its impact information, please click below. This will indicate your interest and encourage the nonprofit to share data with partners that are currently collecting information.

Financial

three stars

87.30

Accountability & Transparency

four stars

96.00

This rating was published 04/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
91.2%
  Administrative Expenses 4.8%
  Fundraising Expenses 3.9%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.26
  Program Expenses Growth 11.7%
  Liabilities to Assets 8.9%
All data for Financial Performance Metrics calculations was provided by Charlevoix County Community Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Charlevoix County Community Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Charlevoix County Community Foundation (MI) 90.58 four stars
Community Foundation of Western Nevada (NV) 96.46 four stars
Community Foundation of Western Massachusetts (MA) 89.73 three stars
Common Counsel Foundation (CA) 92.02 four stars
Community Foundation of New Jersey (NJ) 98.23 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,751,296
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,751,296
   Program Service Revenue $0
Total Primary Revenue $1,751,296
   Other Revenue $0
TOTAL REVENUE $3,680,353
   
EXPENSES  
   Program Expenses $2,950,368
   Administrative Expenses $145,058
   Fundraising Expenses $121,864
TOTAL FUNCTIONAL EXPENSES $3,217,290
   
Payments to Affiliates $0
Excess (or Deficit) for the year $463,063
   
Net Assets $33,575,447

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grant Awards $2,950,368 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 04/01/2020 90.58 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 38-3033739
Name in IRS Master File CHARLEVOIX COUNTY COMMUNITY FOUNDATION
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date April, 1992
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$106,533 3.31% Robert Hansen Jr. President

Highly Rated

Charity Name & State Overall Score Overall Rating
Charlevoix County Community Foundation (MI) 90.58 four stars
Community Foundation for Monterey County (CA) 94.69 four stars
The San Francisco Foundation (CA) 94.26 four stars
Stanislaus Community Foundation (CA) 88.75 three stars
The Dayton Foundation (OH) 87.41 three stars

Compare These Charities (Highly Rated)

Are you the representative for this organization? If so, click here to access the application form. As an official representative you will have the ability to update some of the information on this page.

Charity Contact Info

Charlevoix County Community Foundation
301 Water Street
P.O. Box 718
East Jordan, MI 49727
tel: (231) 536-2440
EIN: 38-3033739

Visit Web Site

Board Leadership

Jack Poindexter
Chair

CEO

Robert Hansen Jr.
President

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.