CLARK RETIREMENT COMMUNITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

CLARK RETIREMENT COMMUNITY FOUNDATION

EIN 38-3236052 · Health Care (E83Z)

What they do

for CLARK RETIREMENT COMMUNUITY, INC., BUILD ENDOWMENT FUNDS for BENEVOLENT CARE, CAPITAL NEEDS and COMMUNITY NEEDS, SPONSOR SPECIAL ACTIVITIES and PROGRAMS for THE COMMUNITY AT LARGE RELATING to THE HEALTH CARE and WELFARE of SENIOR CITIZENS and THE ELDERLY, RAISE FUNDS THROUGH ANNUAL DRIVES, PLANNED GIVING, and SPECIAL EVENTS, COORDINATE ALL PUBLIC RELATIONS ACTIVITIES WITH THE LOCAL COMMUNITY and PUBLICATIONS ON BEHALF of CLARK RETIREMENT COMMUNITY, INC., and IMPROVE THE RELATIONSHIP BETWEEN CLARK RETIREMENT COMMUNITY, INC., and THE UNITED METHODIST CHURCH.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $20.60 was reported for mission work and $72.90 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders23 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

7.52%of revenue went to mission work20.6% of expenses · Program services

26.64%of revenue went to fundraising72.9% of expenses

$36.54spent for every $100 of revenueRevenue covered expenses this year.

2.38%of revenue went to management and office costs6.5% of expenses

$15.22in assets for every $1 spent this yearSome assets cannot be spent right away.

72.8%of its money came from giftsOther money may come from services or investments.

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What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $60,337 for JOHN S DATTILO (BOARD TRUSTEE & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,672,327

Mission workProgram services$201,0117.52% of revenue20.6% of expenses

ManagementOffice and general costs$63,5522.38% of revenue6.5% of expenses

FundraisingAsking for donations$711,84126.64% of revenue72.9% of expenses

Revenue left after expensesReported annual surplus$1,695,92363.46% of revenueShown in gray on the chart

Total expenses$976,40436.54% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Pause before giving. This filing reports that 72.9% of spending went to fundraising and 20.6% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 20.6% mission · 6.5% management · 72.9% fundraisingTotal expenses: 36.54% of revenue

2023Expense mix: 82.5% mission · 17.5% management · 0.0% fundraisingTotal expenses: 93.52% of revenue

2022Expense mix: 71.9% mission · 28.1% management · 0.0% fundraisingTotal expenses: 18.13% of revenue

2021Expense mix: 88.6% mission · 8.8% management · 2.6% fundraisingTotal expenses: 80.30% of revenue

2020Expense mix: 86.9% mission · 8.9% management · 4.2% fundraisingTotal expenses: 61.98% of revenue

2019Expense mix: 94.6% mission · 5.3% management · 0.1% fundraisingTotal expenses: 263.59% of revenue

2018Expense mix: 81.8% mission · 8.8% management · 9.4% fundraisingTotal expenses: 60.86% of revenue

2017Expense mix: 76.5% mission · 23.5% management · 0.0% fundraisingTotal expenses: 93.07% of revenue

Money in and money out

Revenue$2,672,327

Expenses$976,404

Annual surplus $1,695,923 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$201,011 · 20.6% of expenses

Management and office costs$63,552 · 6.5% of expenses

Fundraising$711,841 · 72.9% of expenses

See all reported dollar amounts

Revenue$2,672,327

Expenses$976,404

Assets$14,856,293

Income$2,707,663

Contributions$1,944,835

Mission work (program services)$201,011

Fundraising$711,841

Grants given$9,345,665

Average grant$1,038,407

Management and general$63,552

Stocks and bonds$8,147,807

Investing fees$63,552

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOHN S DATTILOBOARD TRUSTEE & CEO · 1 hrs/week $60,337Base · Other $60,337

ROGER E WEIDEMAN IIBOARD TRUSTEE & SVP/CFO · 1 hrs/week $54,040Base · Other $54,040

PERCELL SMITHBOARD TRUSTEE & VP OP - CLARK/BHI · 1 hrs/week $17,690Base · Other $17,690

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (23)

JOHN S DATTILOBOARD TRUSTEE & CEO

ROGER E WEIDEMAN IIBOARD TRUSTEE & SVP/CFO

PERCELL SMITHBOARD TRUSTEE & VP OP - CLARK/BHI

KATHY HOLTBOARD TRUSTEE

WILLIAM MILLARDBOARD TRUSTEE

ROBERT HUFFBOARD TRUSTEE - TREASURER

PAT WARINGBOARD TRUSTEE - CHAIR

MIKE RAYMONDBOARD TRUSTEE

MIKE NOVAKOSKIBOARD TRUSTEE

MIKE LLOYDBOARD TRUSTEE

MICHELE MCISAACBOARD TRUSTEE

MARK CUSTERBOARD TRUSTEE - VICE CHAIR

KATHY LAIDLAWBOARD TRUSTEE

BONNIE MILLERBOARD TRUSTEE - EMERITUS

JUDY WELCHBOARD TRUSTEE

JOHN WERTBOARD TRUSTEE - EMERITUS

JOHN FITZGERALDBOARD TRUSTEE

JOHN ABBOTTBOARD TRUSTEE

JILL VANWYKBOARD TRUSTEE

JACK NICHOLSBOARD TRUSTEE

GINNY POSTMABOARD TRUSTEE

DR PRISCILLA KIMBOKOBOARD TRUSTEE - SECRETARY

CHAD SUTLIFFEBOARD TRUSTEE

About this charity

Recognized since: January 1995
Location: 1551 FRANKLIN STREET SE, GRAND RAPIDS, MI 495063331
County: Kent
In care of: ROGER E WEIDEMAN II
Primary officer: ROGER E WEIDEMAN II, SVP/CFO

How to reach them

WebsiteVisit the charity’s website Emailmarketing@clarkretirement.org Phone(616) 452-1568

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PLANTE & MORAN PLLC
NTEE classification: Health Care (E83Z)
IRS tax category: Grantmaking Foundations
Grant-giving organization: Yes