Isabella Bank Foundation

Mt Pleasant, MI
Tax-exempt since June 1997
EIN: 38-3348258

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$65.2k (2023)

Expenses

$198k (2023)

Total Assets

$1.26M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$65,158

Expenses

$198,306

Net Income

-$133,148

Net Assets

$1,261,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,758	65.6%
Dividends	$22,400	34.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,546	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,261,367
Total Liabilities	$0
Net Assets	$1,261,367

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$130,986

Expenses

$158,116

Net Income

-$27,130

Net Assets

$1,394,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	76.3%
Interest Revenue	$9,186	7.0%
Dividends	$21,800	16.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,290	97.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,394,515
Total Liabilities	$0
Net Assets	$1,394,515

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on Oct. 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$128,367

Expenses

$167,938

Net Income

-$39,571

Net Assets

$1,421,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,286	1.8%
Dividends	$41,324	32.2%
Sales of Assets	$84,757	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,654	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,421,645
Total Liabilities	$0
Net Assets	$1,421,645

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary, Director)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on Aug. 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$53,933

Expenses

$231,924

Net Income

-$177,991

Net Assets

$1,461,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,035	11.2%
Dividends	$47,898	88.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,337	99.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,461,216
Total Liabilities	$1
Net Assets	$1,461,215

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary, Director)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on Sept. 29, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$107,457

Expenses

$241,693

Net Income

-$134,236

Net Assets

$1,639,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	46.5%
Interest Revenue	$10,889	10.1%
Dividends	$46,568	43.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,061	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,639,207
Total Liabilities	$1
Net Assets	$1,639,206

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary, Director)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on June 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$57,118

Expenses

$235,454

Net Income

-$178,336

Net Assets

$1,773,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,994	19.2%
Dividends	$46,124	80.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,810	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,773,443
Total Liabilities	$0
Net Assets	$1,773,443

Compensation

Key Employees and Officers	Compensation	Other
Steven Pung (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Rechelle Richardson (Secretary, Director)	$0	$0
Jerome Schwind (President)	$0	$0
Dave Keilitz (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on June 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$51,934

Expenses

$183,274

Net Income

-$131,340

Net Assets

$2,020,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$750	1.4%
Interest Revenue	$7,721	14.9%
Dividends	$43,463	83.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,249	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,020,519
Total Liabilities	$0
Net Assets	$2,020,519

Compensation

Key Employees and Officers	Compensation	Other
William J Strickler (Director)	$0	$0
Jae Evans (Chairman/Treasurer)	$0	$0
Roxanne Schultz (Secretary, Director)	$0	$0
Jerome Schwind (President)	$0	$0
Larry Johns (Director)	$0	$0
James Wojcik (Director)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$548,118

Expenses

$267,726

Net Income

$280,392

Net Assets

$2,151,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$507,500	92.6%
Interest Revenue	$3,529	0.6%
Dividends	$37,089	6.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,116	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,151,859
Total Liabilities	$0
Net Assets	$2,151,859

Compensation

Key Employees and Officers	Compensation	Other
William J Strickler (Chairman, Director)	$0	$0
Richard J Barz (President, Director)	$0	$0
Roxanne Schultz (Secretary, Director)	$0	$0
Steven D Pung (Treasurer, Director)	$0	$0
Dennis P Angner (Director)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$289,052

Expenses

$211,843

Net Income

$77,209

Net Assets

$1,871,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	86.5%
Interest Revenue	$8,480	2.9%
Dividends	$30,572	10.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,404	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,871,467
Total Liabilities	$0
Net Assets	$1,871,467

Compensation

Key Employees and Officers	Compensation	Other
William J Strickler (Chairman, Director)	$0	$0
Richard J Barz (President, Director)	$0	$0
Roxanne Schultz (Secretary, Director)	$0	$0
Steven D Pung (Treasurer, Director)	$0	$0
Dennis P Angner (Director)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$1,065,741

Expenses

$187,814

Net Income

$877,927

Net Assets

$1,794,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,050,000	98.5%
Interest Revenue	$13,672	1.3%
Dividends	$2,069	0.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,302	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,794,258
Total Liabilities	$0
Net Assets	$1,794,258

Compensation

Key Employees and Officers	Compensation	Other
William J Strickler (Chairman, Director)	$0	$0
Richard J Barz (President, Director)	$0	$0
Roxanne Schultz (Secretary, Director)	$0	$0
Steven D Pung (Treasurer, Director)	$0	$0
Dennis P Angner (Director)	$0	$0

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990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$254,945

Expenses

$238,709

Net Income

$16,236

Net Assets

$916,330

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	98.1%
Interest Revenue	$4,945	1.9%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$236,505	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$916,331
Total Liabilities	$1
Net Assets	$916,330

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,973

Expenses

$213,196

Net Income

-$208,223

Net Assets

$900,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,973	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,098	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$900,095
Total Liabilities	$1
Net Assets	$900,094

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Isabella Bank Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $65.2k (2023)

Expenses $198k (2023)

Total Assets $1.26M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$65.2k (2023)

Expenses

$198k (2023)

Total Assets

$1.26M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001