Southwest Michigan Rehab Foundation

Private foundation · Grantmaker Caledonia, MI EIN: 38-2939930

Southwest Michigan Rehab Foundation is a private foundation based in Caledonia, Michigan. Its 2024 filing describes awards as restricted to rehabilitation in most of the Southwest Michigan area.

Key facts about Southwest Michigan Rehab Foundation

In short: Southwest Michigan Rehab Foundation gave $3.5M across 8 grants in 2024 (avg $442K), mostly in Michigan. Source: 2024 IRS Form 990-PF.

EIN
38-2939930
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,538,639
Grants made (2024)
8
Average grant
$442,330
Median grant
$74,875
Total assets
$223,801
Primary geography
Michigan (100% of itemized 2024 grant dollars)
How to apply
The filing lists the contact as SW Michigan Rehab Foundation and the form and materials as “APPLICATION 2 BIDS PRESCRIPTION.” It restricts awards to rehabilitation in most of the Southwest Michigan area. Full details ↓
Deadline
The filing lists the deadline as Friday before the monthly meeting.

Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$224K

-75.5% YoY

Annual Giving

$3.5M

+1841.0% YoY

Grant Count

8

+33.3% YoY

Avg Grant Size

$442K

+1355.7% YoY

Under IRS private-foundation payout rules, Southwest Michigan Rehab Foundation reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.

How Southwest Michigan Rehab Foundation gives

  • Giving grew 2098% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The filing does not state a separate mission for the foundation. Its 2024 grants included health services, physical therapy programs and scholarships, rehabilitation and dental programs, health-based needs, and related equipment and services.

Among the grantees, Fountain Clinic describes its mission as operating a free or low-cost dental and medical clinic for uninsured and under-insured people unable to afford care. Kambly Living Center says it provides adults with developmental disabilities a safe, home-like setting in which to pursue emotional, social, and spiritual growth. Grace Health describes its mission as providing patient-centered healthcare with quality, service, and access.

Grantmaking

In 2024, the foundation reported 8 grants totaling $3,538,639. The median grant was $74,874, with awards ranging from $709 to $2,311,115. Its largest awards were $2,311,115 to Fountain Clinic for health services and $944,144 to KCC Foundation for a physical therapy program and scholarships. Other grants included $107,390 to individual recipients for health-based needs and $106,000 to Kellogg Community College for rehabilitation and dental programs.

The foundation’s 2024 filing says it does not restrict giving to preselected organizations.

Review Cycle

The filing lists the deadline as Friday before the monthly meeting.

How to Apply

The filing lists the contact as SW Michigan Rehab Foundation and the form and materials as “APPLICATION 2 BIDS PRESCRIPTION.” It restricts awards to rehabilitation in most of the Southwest Michigan area.

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Geographic Focus

Where this funder awards grants

The filing states that awards are restricted to rehabilitation in most of the Southwest Michigan area. All 2024 grant dollars went to recipients in Michigan; listed recipients were in Marshall and Battle Creek.

Grant Distribution by State

1state

Share of 2024 grant dollars across all 8 itemized grants.

States

Cities

Battle CreekMarshallCaledonia

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M5 grants2020 8 grants2021 2 grants2022 6 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $86K (2022) to $3.5M (2024). In 2024 it made 8 grants totaling $3.5M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Fountain Clinic: $2.3MFountain Clinic$2.3MKCC Foundation: $944KKCC Foundation$944KKellogg Community College: $106KKellogg Community College$106KKambly Living Center: $44KKambly Living Center$44KGrace Health: $14KGrace Health$14KCalhoun County Sheriff: $12KCalhoun County Sheriff$12KLaurels of Bedford: $709Laurels of Bedford$709

The largest 2024 recipient was Fountain Clinic ($2.3M). Together the top 7 received $3.4M.

Grant Size Distribution

29 grants across all recorded years

21<$50K3$50–100K3$100–250K$250–500K1$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 21 grants of 29 (72%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Fountain Clinic Marshall, MIHealth Services$2,311,115
KCC Foundation Battle Creek, MIPt Program and Scholarships$944,144
Numerous Individuals Battle Creek, MIHealth Based Needs$107,390
Kellogg Community College Battle Creek, MIRehab and Dental Programs$106,000
Kambly Living Center Battle Creek, MIFlooring Replacement$43,749
Grace Health Battle Creek, MIDental Services$14,000
Calhoun County Sheriff Battle Creek, MIDrug Equipment and Training$11,532
Laurels of Bedford Battle Creek, MIPt Equipment$709

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $223,801 $2,981,636 $3,672,941 $3,538,639 (8 grants)
2023 $915,106 $83,869 $193,890 $182,313 (6 grants)
2022 $982,627 $81,963 $96,407 $85,878 (2 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$223,801$915,106$982,627
Revenue$2,981,636$83,869$81,963
Expenses$3,672,941$193,890$96,407
Qualifying Distributions$3,555,641$193,890$96,407
Net Investment Income$107,907$110,339$84,236
Distributable Amount$158,590$154,440$155,343

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Stephen Peck, Rachel Pallett, Jenny Collins, David Keeton, and AJ Jones as directors; Roger Mattens as president; Janice Smith as vice president; Robert Humbarger as secretary; and Daniel Graham as treasurer.

Southwest Michigan Rehab Foundation is led by Roger Mattens, President on every filing since 2020; none of the 9 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Roger Mattens

    President

    On filings since 2020

    No compensation reported

  • Aj Jones

    Director

    On filings since 2020

    No compensation reported

  • David Keeton

    Director

    On filings since 2020

    No compensation reported

  • Rachel Pallett

    Director

    On filings since 2020

    No compensation reported

  • Stephen Peck

    Director

    On filings since 2020

    No compensation reported

  • Jenny Collins

    Director

    On filings since 2023

    No compensation reported

  • Daniel Graham

    Treasurer

    On filings since 2020

    No compensation reported

  • Janice Smith

    Vice President

    On filings since 2020

    No compensation reported

  • Robert Humbarger

    Secretary

    On filings since 2020

    No compensation reported

Former officers (1)
  • Former: Jennifer Jensen (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Sw Michigan Rehab Foundation
Mailing address: PO Box 654, Ada, MI 49301
Phone: (269) 288-8687

Frequently asked questions about Southwest Michigan Rehab Foundation

How much does Southwest Michigan Rehab Foundation give each year?

Southwest Michigan Rehab Foundation gave $3.5M across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $182K across 6 grants.

What is Southwest Michigan Rehab Foundation's typical grant size?

Southwest Michigan Rehab Foundation's median grant in 2024 was $74,875, and its average grant was $442,330, across 8 grants on its 2024 IRS Form 990-PF.

Where does Southwest Michigan Rehab Foundation give grants?

Southwest Michigan Rehab Foundation gives mostly in Michigan: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Battle Creek, MI (7 grants).

Does Southwest Michigan Rehab Foundation give general operating support?

Not in 2024: none of the 8 grants with a stated purpose on Southwest Michigan Rehab Foundation's 2024 IRS Form 990-PF were described as general or operating support.

Who are Southwest Michigan Rehab Foundation's largest grantees?

Southwest Michigan Rehab Foundation's largest 2024 grantees include Fountain Clinic ($2,311,115), KCC Foundation ($944,144) and Kellogg Community College ($106,000), according to its 2024 IRS Form 990-PF. Together they received 95% of its itemized 2024 grant dollars.

How large is Southwest Michigan Rehab Foundation?

Southwest Michigan Rehab Foundation reported $224K in total assets on its 2024 IRS Form 990-PF. It paid out $3.6M in qualifying distributions that year, against a required minimum of $159K (roughly 5% of its investment assets).

What does Southwest Michigan Rehab Foundation fund?

The filing does not state a separate mission for the foundation. Its 2024 grants included health services, physical therapy programs and scholarships, rehabilitation and dental programs, health-based needs, and related equipment and services. See mission & focus areas ↑

How do I apply for a grant from Southwest Michigan Rehab Foundation?

The filing lists the contact as SW Michigan Rehab Foundation and the form and materials as “APPLICATION 2 BIDS PRESCRIPTION.” It restricts awards to rehabilitation in most of the Southwest Michigan area. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Southwest Michigan Rehab Foundation's EIN?

Southwest Michigan Rehab Foundation's EIN (Employer Identification Number) is 38-2939930. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Southwest Michigan Rehab Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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