2023-11-15T10:30:13-06:00 2022-12-31 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2022-01-01 863019448 SAFY FOUNDATION INC SAFY 4196958010 10100 ELIDA ROAD DELPHOS OH 45833 NATHAN LEONHARD TREASURER 4196958010 2023-11-14 1 NATHAN LEONHARD 999009999 1 SARAH R PIOT P01358891 6146214060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM MATT 10100 ELIDA ROAD DELPHOS OH 45833 17894831 0 X WWW.SAFY.ORG X 2021 OH PROVIDE GRANTS & FINANCIAL SUPPORT TO/FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS. 7 7 0 8 0 0 0 14150053 0 0 0 -147874 0 0 0 14002179 0 102000 0 0 0 0 0 0 0 0 57122 0 159122 0 13843057 0 13113898 0 0 0 13113898 PROVIDE GRANTS & FINANCIAL SUPPORT TO/FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS. 0 0 102000 102000 0 GRANTS WERE PROVIDED TO THE SUPPORTED ORGANZIATIONS IN LINE WITH THE FOUNDATION'S MISSION IN ORDER TO PROMOTE AND SUPPORT THE CONTINUED OPERATIONS OF EXISTING PROGRAMS. 102000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NATHAN LEONHARD 4196958010 10100 ELIDA ROAD DELPHOS OH 45833 WILLIAM MATT PRESIDENT & CEO 1.00 47.50 X 0 316852 49297 NATHAN LEONHARD TREASURER 1.00 47.50 X 0 215046 42164 TONYA BROOKS-THOMAS VICE PRESIDENT (ENTER 1/22) 1.00 47.50 X 0 165462 6503 VERONICA FARRIS SECRETARY (EXIT 8/22) 1.00 47.50 X 0 150178 6622 AMANDA DONNELLY SECRETARY (ENTER 8/22) 1.00 47.50 X 0 112470 5271 CHARMAINE BRITTAIN DIRECTOR 0.20 1.80 X 0 0 0 JEFFREY CRAWFORD DIRECTOR 0.20 1.80 X 0 0 0 MICHAEL CROME DIRECTOR (EXIT 12/22) 0.20 1.80 X 0 0 0 NATASHA DAVIS DIRECTOR 0.20 1.80 X 0 0 0 RAMONA DENBY-BRINSON DIRECTOR 0.20 1.80 X 0 0 0 JAMES POZY DIRECTOR 0.20 1.80 X 0 0 0 DAN PAPPAS BOARD CHAIR 0.20 1.80 X X 0 0 0 ELIZABETH EVENSEN VICE CHAIR 0.20 1.80 X X 0 0 0 0 960008 109857 0 0 1 0 0 14150053 14150053 14150053 209981 209981 3534797 3892652 -357855 -357855 -357855 14002179 0 0 -147874 102000 102000 57122 57122 159122 102000 57122 0 0 0 0 390316 0 6219867 0 6503715 0 13113898 0 0 X 0 13113898 0 13113898 0 13113898 13843057 -729159 0 X X 0 1 X 1 0 X X 8 SAFY AMERICA INC 341600251 10 1 0 0 SAFY ALABAMA INC 273061563 7 1 40000 0 SAFY COLORADO INC 810849491 7 1 8600 0 SAFY INDIANA INC 341630267 7 1 40000 0 SAFY KENTUCKY INC 261641642 7 1 0 0 SAFY NEVADA INC 880326450 7 1 2200 0 SAFY OHIO INC 341405761 7 1 11200 0 SAFY OF SOUTH CAROLINA INC 570940094 7 1 0 0 8 102000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MUTUAL FUNDS 2914612 F CORPORATE BONDS 1032479 F U.S. GOVERNMENT SECURITIES 2556624 F 6503715 X 13215898 -729159 -729159 13945057 57122 57122 14002179 102000 0 102000 57122 57122 159122 PART X, LINE 2: INCOME TAXES - SAFY FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SAFY FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2022 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS SINCE INCEPTION REMAIN OPEN TO EXAMINATION. 1 SAFY OF ALABAMA INC 9532 WYNLAKES PLACE MONTGOMERY AL 36117 273061563 501(C)(3) 40000 0 N/A N/A TO SUPPORT THE ORGANIZATION'S MISSION SAFY OF COLORADO INC 1600 SPECHT POINT RD STE 105 FT COLLINS CO 80525 800849491 501(C)(3) 8600 0 N/A N/A TO SUPPORT THE ORGANIZATION'S MISSION SAFY OF INDIANA INC 7209 ENGLE ROAD STE 200 FT WAYNE IN 46804 341630267 501(C)(3) 40000 0 N/A N/A TO SUPPORT THE ORGANIZATION'S MISSION SAFY OF OHIO INC 10100 ELIDA ROAD DELPHOS OH 45833 341405761 501(C)(3) 11200 0 N/A N/A TO SUPPORT THE ORGANIZATION'S MISSION 4 0 PART I, LINE 2: THE GRANT MADE DURING 2022 WAS PROVIDED TO AN ORGANIZATION THAT IS RELATED TO SAFY FOUNDATION. THE FUNDS ARE MONITORED TO ENSURE PROPER USE BY THE RECIPIENT ORGANIZATION. 0 0 0 0 0 0 0 0 0 WILLIAM MATT PRESIDENT & CEO 0 296325 0 8407 0 12120 0 10963 0 38334 0 366149 0 0 NATHAN LEONHARD TREASURER 0 200179 0 5747 0 9120 0 8431 0 33733 0 257210 0 0 TONYA BROOKS-THOMAS VICE PRESIDENT (ENTER 1/22) 0 149295 0 4047 0 12120 0 6043 0 460 0 171965 0 0 VERONICA FARRIS SECRETARY (EXIT 8/22) 0 143864 0 0 0 6314 0 5790 0 832 0 156800 0 0 X 1 1415005 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS DURING 2022. PART I, LINE 32B: ALL DONATIONS ARE REVIEWED BY THE FUND DEVELOPMENT TEAM, HOWEVER, THERE IS NO FORMAL GIFT ACCEPTANCE POLICY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE THE FORM 990 IS COMPLETED, IT IS FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR FEEDBACK AND APPROVAL. AFTER THE AUDIT COMMITTEE'S REVIEW, THE FORM 990 IS DISTRIBUTED TO THE BOARD AT LARGE PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOTH THE BOARD MEMBERS AND STAFF ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT ACKNOWLEDGING COMPLIANCE. THIS POLICY IS MONITORED BY HUMAN RESOURCES IN PARTNERSHIP WITH LEADERSHIP. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, A COPY OF THE 990, FORM 1023 AND FINANCIAL STATEMENTS WILL BE PROVIDED TO THE REQUESTOR. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE DURING THE YEAR. SAFY OF AMERICA INC 10100 ELIDA ROAD DELPHOS OH 45833 341600251 MANAGEMENT SERVICES OH 501(C)(3) LINE 10 N/A 0 SAFY OF ALABAMA INC 9532 SYNLAKES PLACE MONTGOMERY AL 36117 273061563 FOSTER CARE OH 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY OF OHIO INC 10100 ELIDA ROAD DELPHOS OH 45833 341405761 FOSTER CARE OH 501(C)(3) LINE 7 SAFY OF AMERICA INC 0 SAFY OF INDIANA INC 7209 ENGLE ROAD STE 200 FT WAYNE IN 46804 341630267 FOSTER CARE IN 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY OF S CAROLINA INC 115 ATRIUM WAY STE 110 COLUMBIA SC 29223 570940094 FOSTER CARE SC 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY OF KENTUCKY INC 861 CORPORATE DRIVE STE 101 LEXINGTON KY 40503 261641642 FOSTER CARE KY 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY OF NEVADA INC 4285 N RANCHO DR STE 130 LAS VEGAS NV 89130 880326450 FOSTER CARE NV 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY OF COLORADO INC 1600 SPECHT POINT RD STE 105 FT COLLINS CO 80525 800849491 FOSTER CARE CO 501(C)(3) LINE 10 SAFY OF AMERICA INC 0 SAFY HOLDING COMPANY INC 10100 ELIDA ROAD DELPHOS OH 45833 341600253 EQUIPMENT LEASING OH 501(C)(2) SAFY OF AMERICA INC 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0