MEADOW BROOK FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MEADOW BROOK FOUNDATION (EIN 30-0090150)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-26
- IRS object ID
- 202240859349200814
- Schema version
- 2021v4.1
- 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 | 2022-03-26T15:50:59-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383209882 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A L Mitchell & Associates | 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 | 2021-01-01 | 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 | 2315338661 | 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 | 2022-03-26 | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew L Mitchell ABA EA | PreparerPersonNm |
| PTIN | P00020455 | PTIN |
| Phone | 2319471492 | PhoneNum |
| Preparation | 2022-03-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $5,679 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,655 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $0 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $24 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $5,679 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $395 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $3,052 | OtherExpensesTotalAmt |
| Total Expenses | $3,447 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,232 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $73,790 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,314 | BOYAmt |
| EOY | $75,136 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476 | BOYAmt |
| EOY | $886 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,790 | BOYAmt |
| EOY | $76,022 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,790 | BOYAmt |
| EOY | $76,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | See Attached Note | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Jamboree - Annual one-day fundraising event. Theevent relies on volunteers to cook dinners, sellraffle tickes and run children's games | $0 | $0 |
| Career Enhancement Program - Assists employees ofMeadow Brook Medical Care Facility with Universitycourse expenses that benefit the facility | $0 | $2,347 |
| Meadow Brook Staff Development Program - Assistsemployees of Meadow Brook Medical Care Facility withcontinuing educations course expenses that benefit the facility | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,347 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Marna Robertson | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Donna Heeres | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Kathy Lightbody | ||||
| Director | 5.00 | $0 | $0 | $0 |
| Ed Boettcher | ||||
| President | 5.00 | $0 | $0 | $0 |
| Mike Paradis | ||||
| Vice President | 5.00 | $0 | $0 | $0 |
| Rick Teague | ||||
| Treasurer | 5.00 | $0 | $0 | $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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 | Rick Teague | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6150 West Elder Road | AddressLine1Txt |
| City | Bellaire | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2315338661 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,655 | CurrentTaxYearAmt |
| Total | $30,962 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,655 | CurrentTaxYearAmt |
| Total | $30,962 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,962 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $389 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24 | CurrentTaxYearAmt |
| Total | $389 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98550 | PublicSupportPY509Pct |
| Investment Income CY | 0.01240 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 16 | Bank Charges 40. |
| Form 990EZ, Part I, Line 16 | State Filing Fees 20. |
| Form 990EZ, Part I, Line 16 | Career Enhancement Program Expense 2347. |
| Form 990EZ, Part I, Line 16 | Office expense 55. |
| Form 990EZ, Part I, Line 16 | Plaques |
| Form 990EZ, Part I, Line 16 | Depreciation 590. |
| Form 990EZ, Part II, Line 24 | New Boiler: Cost $10,000 |
| Form 990EZ, Part II, Line 24 | Less: Current Year Depreciation: $590 1476. 886. |