2026-02-26T11:52:26-06:00 2025-09-30 331498605 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2024-10-01 381359593 STARR COMMONWEALTH STAR 5176295591 13725 STARR COMMONWEALTH RD ALBION MI 49224 PAULA DOLSON CHIEF FINANCIAL OFFICER 5176295591 2026-02-25 1 1 DAVID LOWENTHAL P00378651 2695674500 2026-02-25 2024 2025-03-06 01:10:19Z ELIZABETH CAREY 13725 STARR COMMONWEALTH RD ALBION MI 49224 11022737 0 X WWW.STARR.ORG X 1913 MI STARR COMMONWEALTH'S MISSION IS TO LEAD WITH COURAGE TO CREATE POSITIVE EXPERIENCES SO THAT ALL CHILDREN, FAMILIES, AND COMMUNITIES FLOURISH. STARR OFFERS A FULL CONTINUUM OF COMMUNITY-BASED OUTPATIENT SERVICES INCLUDING TRAUMA ASSESSMENT AND INTERVENTION AND SPECIALIZED RESIDENTIAL TREATMENT PROGRAMS IN MICHIGAN. TRAINING AND COACHING PROGRAMS ARE OFFERED FOR EDUCATORS, SOCIAL WORKERS, COUNSELORS, MEDICAL PROFESSIONALS, AND OTHERS. ALL PROGRAMS AND SERVICES ARE ROOTED IN THE BELIEF THAT EVERY CHILD HAS STRENGTHS. TREATMENT SERVICES ENABLE EACH YOUNG PERSON TO IDENTIFY AND CULTIVATE THEIR STRENGTHS IN WAYS THAT ENCOURAGE THEM TO REACH THEIR FULL POTENTIAL. 8 8 70 8 66522 59969 1380247 1331318 1264725 1181999 6015306 2716985 2912783 3245490 11573061 8475792 20400 33976 0 0 5643865 5923108 0 0 623380 4743503 4835742 10407768 10792826 1165293 -2317034 89902148 91546134 2018723 1375292 87883425 90170842 X STARR COMMONWEALTH'S MISSION IS TO LEAD WITH COURAGE TO CREATE POSITIVE EXPERIENCES SO THAT ALL CHILDREN, FAMILIES, AND COMMUNITIES FLOURISH. 0 0 2413699 531399 PROFESSIONAL LEARNINGDURING THE 2024-2025 FISCAL YEAR, 3,053 UNIQUE PROFESSIONALS ENGAGED WITH STARR'S PROFESSIONAL LEARNING PROGRAMMING, SERVICES, OR RESOURCES. 2,049 PROFESSIONALS IN THE U.S. AND GLOBALLY RECEIVED TRAINING ON THE TOPICS OF TRAUMA, RESILIENCE, POSITIVE YOUTH DEVELOPMENT, MINDFULNESS, AND INDIGENOUS WISDOM. THROUGH STARR TRAININGS AND CONSULTATIONS, HELPING PROFESSIONALS LEARNED EFFECTIVE TOOLS FOR IMPLEMENTING TRAUMA-INFORMED, RESILIENCE-FOCUSED CARE, INCLUDING WAYS TO FOSTER CONNECTIONS WITH THE YOUTH THEY SERVE. STARR CERTIFIED 1,275 PROFESSIONALS AS SPECIALISTS, COACHES, AND/OR TRAINERS IN TRAUMA-INFORMED, RESILIENCE-FOCUSED CARE. IN A SAMPLE OF HELPING PROFESSIONALS WHO PARTICIPATED IN FOUNDATIONAL SPECIALIST CERTIFICATION TRAININGS, 97% (N = 708) RATED THE COURSE AS BENEFICIAL, VERY BENEFICIAL, OR EXTREMELY BENEFICIAL AND 96% (N = 734) AGREED OR STRONGLY AGREED THAT THE TRAINING WOULD BENEFIT HOW THEY WORK WITH YOUTH. 2183760 9918 520958 COMMUNITY-BASEDDURING THE 2024-2025 FISCAL YEAR, 402 UNIQUE CLIENTS WERE SERVED THROUGH DIRECT SERVICE PROGRAMS: 259 CLIENTS IN OUR STARR BEHAVIORAL HEALTH SERVICES OUTPATIENT AND HOLISTIC SERVICES PROGRAM, 107 YOUTH IN OUR STUDENT RESILIENCE & EMPOWERMENT CENTER, AND 35 CLIENTS IN OUR F.O.C.U.S. FORWARD PROGRAM (54 CLIENTS/YOUTH RECEIVED SERVICES FROM MORE THAN ONE PROGRAM). STARR'S BEHAVIORAL HEALTH PROGRAM OFFERS INDIVIDUAL AND FAMILY THERAPY, ACADEMIC SUPPORT, GROUP THERAPY, SCHOOL-BASED BEHAVIORAL HEALTH SERVICES, TRAUMA ASSESSMENTS AND INTERVENTIONS, OCCUPATIONAL THERAPY, AND CASE MANAGEMENT. CLIENTS ATTENDED 4,139 APPOINTMENTS, OF WHICH 172 WERE OCCUPATIONAL THERAPY EVALUATIONS OR SESSIONS. THE AVERAGE CLIENT AGE WAS 15 YEARS (RANGE: 2 TO 73 YEARS OLD). OUR BEHAVIORAL HEALTH PROGRAM PROVIDED 3,236 IN-PERSON AND 903 TELEHEALTH (PHONE OR VIDEO) SESSIONS. OF BEHAVIORAL HEALTH CLIENTS SURVEYED DURING THE 2024-2025 FISCAL YEAR (N = 68), 94% INDICATED THEY WOULD RECOMMEND THE PROGRAM TO A FRIEND IN NEED OF SIMILAR HELP, 94% INDICATED THEY WOULD COME BACK TO THE PROGRAM IF THEY WERE TO SEEK HELP AGAIN, AND 92% INDICATED THAT OVERALL, THEY WERE SATISFIED WITH THE SERVICES THEY RECEIVED. F.O.C.U.S. FORWARD IS A COMMUNITY-BASED PROGRAM FOR OPPORTUNITY YOUTH (INDIVIDUALS BETWEEN THE AGES OF 16 AND 24). THE PROGRAM CONNECTS YOUTH WITH LOCALLY ESTABLISHED EDUCATIONAL AND SKILLED TRADES TRAINING, APPRENTICESHIPS, AND PATHWAYS TO GAINFUL EMPLOYMENT AND CAREERS. FROM A SAMPLE OF 34 OPPORTUNITY YOUTH, 100% AGREED OR STRONGLY AGREED THAT THEY WOULD RECOMMEND F.O.C.U.S. FORWARD IF A FRIEND WAS IN NEED OF SIMILAR HELP, 100% REPORTED THEY RECEIVED THE KIND OF SERVICES THEY WANTED, AND 94% AGREED OR STRONGLY AGREED THAT THE SERVICES THEY RECEIVED HELPED THEM TO DEAL MORE EFFECTIVELY WITH THEIR PROBLEMS. 1118100 24058 200811 SCHOOL-BASED STARR PROGRAMMING ALSO INCLUDES THE STUDENT RESILIENCE & EMPOWERMENT CENTER (SREC). SREC IS A COUNTY-WIDE, SCHOOL-BASED BEHAVIORAL HEALTH PROGRAM THAT PROVIDES MIDDLE SCHOOL STUDENTS WITH ACCESS TO SOCIAL, EMOTIONAL, AND MENTAL HEALTH SUPPORTS THAT CAN LEAD TO IMPROVED HEALTH AND WELL-BEING. THIS IMMERSIVE, HALF-DAY PROGRAM BUILDS ON EXISTING COLLABORATIONS BETWEEN STARR AND LOCAL SCHOOLS, WHICH TOGETHER WITH THE LOCAL YMCA AND COUNTY PUBLIC MENTAL HEALTH PROVIDER BRING A BEHAVIORAL HEALTH TREATMENT MODEL INTO THE SCHOOL DAY. DURING THE 2024-2025 FISCAL YEAR, THE SREC PROGRAM SERVED A TOTAL OF 107 UNIQUE STUDENTS: 84 STUDENTS DURING THE 2024-2025 ACADEMIC YEAR, 33 STUDENTS DURING THE SUMMER SREC PROGRAM, AND 12 STUDENTS DURING THE START OF THE 2025-2026 ACADEMIC YEAR (WITH 25 STUDENTS SERVED DURING MORE THAN ONE PROGRAM SESSION). STUDENTS WHO COMPLETED THE PROGRAM REPORTED INCREASED INDEPENDENCE AND GENEROSITY, INCREASED ENGAGEMENT IN SUPPORTIVE RELATIONSHIPS WITH ADULTS AND PEERS, AND IMPROVED DEMONSTRATION OF MASTERY AND GOAL-SETTING SKILLS. FROM A SAMPLE OF 68 STUDENTS WHO COMPLETED THE SREC PROGRAM, 96% WERE MOSTLY OR VERY SATISFIED WITH THE AMOUNT OF HELP THEY RECEIVED, 94% WOULD RETURN TO THE SREC PROGRAM IF THEY WERE TO SEEK HELP AGAIN, AND 94% RECEIVED THE KIND OF SERVICES THEY WANTED. 5715559 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 1 70 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY ME MD MA MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X PAULA DOLSON 5176295591 13725 STARR COMMONWEALTH RD ALBION MI 49224 RANDY NEUMANN CHAIR 1.00 0.00 X X 0 0 0 LISA MILLER PAST CHAIR 1.00 0.00 X X 0 0 0 SIMON BISSON VICE CHAIR 1.00 0.00 X X 0 0 0 SEAN SILVER TREASURER 1.00 0.00 X X 0 0 0 GEORGE GOODMAN SECRETARY 1.00 0.00 X X 0 0 0 SCOTT DAVIS TRUSTEE 1.00 0.00 X 0 0 0 ERIK STEWART TRUSTEE 1.00 0.00 X 0 0 0 KARA VAN DAM TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH CAREY PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 0.00 X 330687 0 28892 DEREK ALLEN EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFIC 40.00 0.00 X 195043 0 16610 CAE SOMA CHIEF CLINICAL OFFICER - PART YEAR 40.00 0.00 X 204381 0 6652 PAULA DOLSON CHIEF FINANCIAL OFFICER 40.00 0.00 X 155305 0 18577 ROBERT VANSUMEREN CHIEF LEGAL COUNSEL AND COMPLIANCE OFFICER 40.00 0.00 X 131868 0 5273 STACEY LEVIN VICE PRESIDENT OF OPERATIONS AND IMPACT 40.00 0.00 X 112540 0 10538 GREG STRAND VICE PRESIDENT OF ADVANCEMENT 40.00 0.00 X 102498 0 16774 1232322 0 103316 7 0 1 0 ELITE CONSTRUCTION 5630 SOUTH FIRST STREET KALAMAZOO MI 49007 CONSTRUCTION 3200752 AMERICAN EXPRESS PO BOX 60189 CITY OF INDUSTRY CA 91716 CREDIT CARD SERVICES 245327 DUN & BRADSTREET PO BOX 931197 ATLANTA GA 31193 MARKETING 219996 CERTASITE - CFP HOLDING COMPANY LLC PO BOX 772443 DETROIT MI 48277 MAINTENANCE 216452 DAMRON BROTHERS ASPHALT INC 7295 TOWER ROAD BATTLE CREEK MI 49014 CONSTRUCTION 215098 8 31512 576606 723200 1331318 AGENCY FEES & TRAINING 611110 1181999 1181999 1181999 1410050 66522 1343528 497023 497023 2688091 0 2688091 2688091 2688091 3692412 2385477 1306935 1306935 1306935 3285 31512 16862 -13577 -13577 215364 144606 70758 70758 MISCELLANEOUS REVENUE 900099 3195 3195 3195 8475792 1252757 66522 5825195 X 33976 33976 1051514 219027 741289 91198 3886569 2561949 1039992 284628 109223 70696 29254 9273 523330 302962 176036 44332 352472 208485 118996 24991 160549 75560 84989 10159 125 3176 6858 108615 108615 273360 273360 1214443 639878 478467 96098 113376 83564 15784 14028 110813 12708 96466 1639 1202918 738628 457876 6414 83984 25322 41591 17071 1086058 486600 599458 LOCAL TRANSPORTATION 81868 28334 45103 8431 DUES 37193 520 36168 505 FOOD AND SUPPLIES 35275 16119 19129 27 OUTSIDE PRINTING 26176 3785 9064 13327 290955 207321 79074 4560 10792826 5715559 4453887 623380 5771453 4312142 332981 275006 142454 193883 162532 138288 201686 238822 299595 318898 33577172 24284130 9843610 9293042 70716831 74256936 2431006 2519117 89902148 91546134 1640357 1175149 243931 139206 134435 60937 2018723 1375292 X 37812030 38064427 50071395 52106415 87883425 90170842 89902148 91546134 X -2317034 4468309 136142 X X 0 1 X 1 0 X 2755869 1043399 3700069 1380247 1331318 10210902 2755869 1043399 3700069 1380247 1331318 10210902 1613080 8597822 1615123 2896294 3584431 4041413 4528642 16665903 5065 18455 29877 15973 59969 129339 9581 22942 36303 41553 6480 116859 27123003 24633115 0.31700 0.40610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 9,581. 2021 AMOUNT: $ 22,942. 2022 AMOUNT: $ 36,303. 2023 AMOUNT: $ 41,553. 2024 AMOUNT: $ 6,480. FUNDRAISING EVENT REVENUE - SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: GENERAL SUPPORT DATE: 03/13/23 AMOUNT: 2000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 315160 X X EDUCATION OF STUDENTS 0 50687165 53500 4862518 199670 1560004 172181 53671328 43589251 2637130 6342685 184697 1697204 50687165 41332763 57750 4060705 114477 1653409 94080 43589251 46976299 875 -3411319 112978 1941050 179064 41332763 39804489 202525 8947519 213942 1531788 232504 46976299 0.13950 0.68000 0.18050 0 0 585482 585482 15953375 11647638 4305737 13564484 9713828 3850656 1903177 1661882 241295 1570654 1260782 309872 9293042 ANNUITY OBLIGATION 60937 60937 13026039 4468309 87109 106740 4662158 8363881 273379 -161468 111911 8475792 10738622 87109 132066 219175 10519447 273379 273379 10792826 PART III, LINE 4: THE ARTWORK HELD BY STARR IS USED FOR EDUCATIONAL PURPOSES FOR THE STUDENTS. PART V, LINE 4: STARR'S ENDOWMENT APPROPRIATES EARNINGS FOR USE IN CURRENT OPERATIONS. USING THE AVERAGE FAIR VALUE OF ENDOWED ASSETS OVER THE PRIOR 12 QUARTERS, A SPENDING RATE FORMULA DETERMINES THE AMOUNT. FOR FISCAL YEAR 2024-25, 5.0% OF THE 12 QUARTER AVERAGE OF ASSETS WAS APPROPRIATED TO OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN FAIR VALUE OF ANNUITIES 136,142. OTHER EXPENSES NETTED WITH REVENUE ON AUD FS -29,402. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -144,606. FUNDRAISING EXPENSES -16,862. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 144,606. OTHER EXPENSES NETTED WITH REVENUE ON AUD FS -29,402. FUNDRAISING EXPENSES 16,862. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 12715263 EUROPE 0 0 INVESTMENT 2501042 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENT 1822925 0 0 0 0 0 0 17039230 0 17039230 1 0 1 0 1 0 NIGHT OF STARRS 34797 31512 3285 11593 5269 34797 31512 3285 11593 5269 16862 -13577 1 SCHOLARSHIPS 8 26399 N/A N/A ACTIVITIES 7 436 N/A N/A PERSONAL NEEDS (BAFS GIFT CARDS) 37 5228 N/A N/A FINANCIAL ASSISTANCE 40 1706 N/A N/A CLOTHING 2 207 N/A N/A PART I, LINE 2: THE ORGANIZATION KEEPS A SCHEDULE OF ALL EXPENSES AGAINST THE GRANTS. SCHOLARSHIPS ARE GIVEN BASED ON NEED THROUGH A FORMAL PROCESS FOR AWARDING SCHOLARSHIPS. X X X 1 0 0 0 0 0 0 0 0 ELIZABETH CAREY PRESIDENT AND CHIEF EXECUTIVE OFFICE 286365 0 42000 0 2322 0 12000 0 16892 0 359579 0 0 0 DEREK ALLEN EXECUTIVE VICE PRESIDENT AND CHIEF O 169471 0 25200 0 372 0 7807 0 8803 0 211653 0 0 0 CAE SOMA CHIEF CLINICAL OFFICER - PART YEAR 203797 0 0 0 584 0 6652 0 0 0 211033 0 0 0 PAULA DOLSON CHIEF FINANCIAL OFFICER 134573 0 20300 0 432 0 6299 0 12278 0 173882 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: CAE SOMA: $ 37,500 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THIS FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CEO AND CFO. ALL BOARD MEMBERS RECEIVED NOTICE THAT THE DRAFT COPY WAS AVAILABLE FOR THEIR REVIEW ON THE STARR COMMONWEALTH WEBSITE. THE FINAL FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS ON THE WEBSITE ALONG WITH NOTICE OF THE DATE THE RETURN WOULD BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STARR COMMONWEALTH HAS A CONFLICT OF INTEREST POLICY FOR THE PURPOSE OF PROTECTING STARR'S INTEREST WHEN IT IS CONSIDERING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE OR OFFICER OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THE ORGANIZATION'S FIRST STEP IN MONITORING IS TO REGULARLY INFORM KEY STAFF AND BOARD MEMBERS THAT STARR SEEKS TO AVOID REAL AND APPARENT CONFLICTS BY NOT ENGAGING IN TRANSACTIONS WITH THEM OR MEMBERS OF THEIR FAMILY. WHEN CIRCUMSTANCES DO ARISE THROUGH THE ANNUAL DISCLOSURE REQUIREMENTS OR OTHERWISE, THE MATTER IS REVIEWED BY THE CEO AND WHEN APPROPRIATE, BY A REPRESENTATIVE BODY OF THE BOARD OF TRUSTEES. DETERMINATION OF WHETHER A CONFLICT DOES IN FACT EXIST AND THE RESOLUTION OF IT IS ACCOMPLISHED UNDER THE GUIDELINES PROVIDED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A A SUB COMMITTEE OF INDEPENDENT BOARD MEMBERS REVIEWS THE PRESIDENT/CEO COMPENSATION. THE COMPENSATION IS ESTABLISHED BASED PRINCIPALLY UPON REVIEW OF INDEPENDENT SURVEYS OF NON-PROFIT ORGANIZATIONS AND COMPARISON WITH RELEVANT INDUSTRY PEER ORGANIZATIONS. THE PRESIDENT/CEO DETERMINES COMPENSATION OF OTHER OFFICERS THROUGH REVIEW OF INDEPENDENT SURVEYS OF NON-PROFIT ORGANIZATIONS AND COMPARISON WITH RELEVANT INDUSTRY PEER ORGANIZATIONS. DECISIONS REGARDING COMPENSATION WILL BE DOCUMENTED IN THE BOARD MINUTES. THE REVIEW WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR ENDED 2025. FORM 990, PART VI, SECTION C, LINE 19 STARR HAS OPERATED AS A NON-PROFIT ORGANIZATION SINCE ITS FOUNDING IN 1913 AND WAS GRANTED TAX EXEMPT STATUS PRIOR TO JULY 15, 1987. HOWEVER, IT DOES NOT HAVE A COPY OF FORM 1023 OR OTHER DOCUMENTS THAT MAY HAVE BEEN USED TO APPLY FOR TAX-EXEMPT STATUS. STARR COMMONWEALTH'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 639,878. MANAGEMENT AND GENERAL EXPENSES 478,467. FUNDRAISING EXPENSES 96,098. TOTAL EXPENSES 1,214,443. FORM 990, PART XI, LINE 9: NET CHANGE IN VALUE OF INTERESTS IN PERPETUAL AND REMAINDER TRUSTS 136,142. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN OVERSIGHT PROCESS FROM THE PRIOR YEAR.