MEADOW BROOK FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MEADOW BROOK FOUNDATION (EIN 30-0090150)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-26
- IRS object ID
- 202400579349200235
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-26T11:32:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472166693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCOMB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 DEPOT VIEW DRIVE NO 21 | AddressLine1Txt |
| City | TRAVERSE CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49686 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300090150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEADOW BROOK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 3135876677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4543 SOUTH M-88 | AddressLine1Txt |
| City | BELLAIRE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARNA ROBERTSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2315338661 | PhoneNum |
| Signature | 2024-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARNA | PersonFirstNm |
| Person Last | ROBERTSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANE S HADFIELD | PreparerPersonNm |
| PTIN | P01261838 | PTIN |
| Phone | 2319471492 | PhoneNum |
| Preparation | 2024-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | MEADOWBROOKFOUNDATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $9,051 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,771 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,280 | InvestmentIncomeAmt |
| Total Revenue | $9,051 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $425 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $4,227 | OtherExpensesTotalAmt |
| Total Expenses | $4,652 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,399 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $78,014 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,367 | BOYAmt |
| EOY | $81,963 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647 | BOYAmt |
| EOY | $450 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,014 | BOYAmt |
| EOY | $82,413 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,014 | BOYAmt |
| EOY | $82,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE MEADOW BROOK FOUNDATION IS EXCLUSIVELY ORGANIZED TO SUPPORT AND BENEFIT THE MEADOW BROOK MEDICAL CARE FACILITY. THE FOUNDATION RECEIVES AND ADMINISTERS FUNDS FOR THE BENEFIT OF THE FACILITY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| JAMBOREE - ANNUAL ONE-DAY FUNDRAISING EVENT. THE EVENT RELIES ON VOLUNTEERS TO COOK DINNERS, SELL RAFFLE TICKETS AND RUN CHILERN GAMES | |
| CAREER ENHANCEMENT PROGRAM - ASSISTS EMPLOYEES OF MEADOW BROOK MEDICAL CARE FACILITY WITH UNIVERSITY COURSE EXPENSES THAT BENEFIT THE FACILITY | $3,852 |
| MEADOW BROOK STAFF DEVELOPMENT PROGRAM - ASSISTS EMPLOYEES OF MEADOW BROOK MEDICAL CARE FACILITY WITH CONTINUING EDUCATIONS COURSE EXPENSES THAT BENEFIT THE FACILITY | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,652 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARNA ROBERTSON | ||
| SECRETARY | 5.00 | $0 |
| DONNA HEERES | ||
| DIRECTOR | 5.00 | $0 |
| KATHY LIGHTBODY | ||
| TREASURER | 5.00 | $0 |
| JENN HELD | ||
| DIRECTOR | 5.00 | $0 |
| RICK TEAGUE | ||
| PRESIDENT | 5.00 | $0 |
| TERESSA POTTER | ||
| DIRECTOR | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY LIGHTBODY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3386 SCHOLL ROAD | AddressLine1Txt |
| City | MANCELONA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3135876677 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,771 | CurrentTaxYearAmt |
| Total | $14,589 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,280 | CurrentTaxYearAmt |
| Total | $2,287 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,051 | CurrentTaxYearAmt |
| Total | $16,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,876 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $7,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,051 | CurrentTaxYearAmt |
| Total | $16,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES 985 BANK CHARGES 297 CAREER ENHANCEMENT PROGRA 1,200 CAREER ENHANCEMENT PROGRA 800 PAYPAL FEES 39 SCOUT FEES 593 STATE FILING FEES 20 WEBSITE DOMAIN 96 NON-INVESTMENT DEPRECIATION 197 TOTAL 4,227 |
| FORM 990-EZ, PART II, LINE 24 | 10,000 10,000 LESS ACCUMULATED DEPRECIATION 9,803 10,000 OTHER ASSETS 450 450 TOTAL 647 450 |
| FORM 990-EZ, PART III | THE MEADOW BROOK FOUNDATION IS EXCLUSIVELY ORGANIZED TO SUPPORT AND BENEFIT THE MEADOW BROOK MEDICAL CARE FACILITY. THE FOUNDATION RECEIVES AND ADMINISTERS FUNDS FOR THE BENEFIT OF THE FACILITY. |