OHIO DISTRICT KIWANIS FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OHIO DISTRICT KIWANIS FOUNDATION INC (EIN 31-1072405)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-11
IRS object ID
202042249349300929
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-11T13:26:06-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341818258PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEADEN & MOORE LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12363 EAGLE PASS SUITE AAddressLine1Txt
CityWOOSTERCityNm
State AbbreviationOHStateAbbreviationCd
ZIP446915344ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311072405EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO DISTRICT KIWANIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6147640538PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CityCIRCLEVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRAVIS HUMPHREYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6147640538PhoneNum
Signature2020-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN B COONEYPreparerPersonNm
PTINP00285983PTIN
Phone3302647307PhoneNum
Preparation2020-08-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.128.80.240IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-11IPDt
IP Tm13:22:15IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdFF50345327CDE3FC36D0270B3374F66BCAE70026AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTRAVIS HUMPHREYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CityCIRCLEVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43113ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$397,160GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://ODKF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1982FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION RAISES, MANAGES AND DISTRIBUTES FUNDS TO SUPPORT PROGRAMS OF OHIO DISTRICT KIWANIS FAMILY ORGANIZATIONS FOR THE IMPROVEMENT OF INDIVIDUAL LIVES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$185,609PYContributionsGrantsAmt
CY Contributions Grants$180,963CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,968PYInvestmentIncomeAmt
CY Investment Income$53,149CYInvestmentIncomeAmt
PY Other Revenue$3,607PYOtherRevenueAmt
CY Other Revenue$5,902CYOtherRevenueAmt
PY Total Revenue$250,184PYTotalRevenueAmt
CY Total Revenue$240,014CYTotalRevenueAmt
PY Grants And Similar Paid$171,806PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$138,760CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$419CYTotalFundraisingExpenseAmt
PY Other Expenses$25,055PYOtherExpensesAmt
CY Other Expenses$33,326CYOtherExpensesAmt
PY Total Expenses$196,861PYTotalExpensesAmt
CY Total Expenses$172,086CYTotalExpensesAmt
PY Revenues Less Expenses$53,323PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$67,928CYRevenuesLessExpensesAmt
Total Assets BOY$1,745,346TotalAssetsBOYAmt
Total Assets EOY$1,959,002TotalAssetsEOYAmt
Total Liabilities BOY$689,805TotalLiabilitiesBOYAmt
Total Liabilities EOY$871,338TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,055,541NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,087,664NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE OHIO DISTRICT KIWANIS FOUNDATION IS TO RAISE, MANAGE, AND DISTRIBUTE FUNDS TO SUPPORT PROGRAMS OF OHIO DISTRICT KIWANIS FAMILY ORGANIZATIONS FOR THE IMPROVEMENT OF LIVES OF INDIVIDUALS. THE FOCUS WILL BE FUNDRAISING AND PROJECT SUPPORT OF KIWANIS SAFE AND HEALTHY KIDS PROGRAMS, INCLUDING AN EMPHASIS ON WATER SAFETY, BICYCLE SAFETY, SAFE HOME AND SAFE PLAY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$138,760ExpenseAmt
Grant$138,760GrantAmt
DescPROVIDED 28 GRANTS TO SUPPORT THE AREAS OF PREVENTION, TREATMENT AND EDUCATION THAT HELPS KIDS BE SAFE AND HEALTHY. IN ADDITION, GRANTS ARE AWARDED FOR COMMUNITY PROJECTS THAT IMPROVE THE LIVES OF CHILDREN AND FAMILIES.Desc
Total Program Service Expenses$138,760TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRAVIS HUMPHREYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6147640538PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 668AddressLine1Txt
CityCIRCLEVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43113ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD BRULOTTE
PRESIDENT4.00Yes (X)Yes (X)$0$0$0
DAVID KUHN
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
BRANDI BOWEN
SECRETARY4.00Yes (X)Yes (X)$0$0$0
TRAVIS HUMPHREY
TREASURER10.00Yes (X)Yes (X)$0$0$0
A ALAN PENN
EXECUTIVE DIRECTOR4.00Yes (X)Yes (X)$0$0$0
TERRY SWAUGER
BOARD MEMBER2.00Yes (X)$0$0$0
GARY STUMPF
BOARD MEMBER2.00Yes (X)$0$0$0
BRAD KUNZE
BOARD MEMBER2.00Yes (X)$0$0$0
KEVIN WHITLACH
BOARD MEMBER2.00Yes (X)$0$0$0
ELLEN MARTIN
BOARD MEMBER2.00Yes (X)$0$0$0
GEORGE MCCARTHY
BOARD MEMBER2.00Yes (X)$0$0$0
STEVE VROOMAN
BOARD MEMBER2.00Yes (X)$0$0$0
JASON MILER
BOARD MEMBER2.00Yes (X)$0$0$0
STEVE DONAHUE
PAST DISTRICT TREASURER REP2.00Yes (X)$0$0$0
MARK WION
BOARD MEMBER2.00Yes (X)$0$0$0
SHANNON CRUTCHFIELD
BOARD MEMBER2.00Yes (X)$0$0$0
CRAIG SMITH
BOARD MEMBER2.00Yes (X)$0$0$0
AUSTIN UNDERWOOD
ODCKI REP2.00Yes (X)$0$0$0
LILLIE SWINEHART
ODKC REP2.00Yes (X)$0$0$0
FAITH LEVINE
DISTRICT GOVERNOR2.00Yes (X)$0$0$0
TIM CORNELIUS
DISTRICT GOVERNOR-ELECT2.00Yes (X)$0$0$0
DAN LITZINGER
DISTRICT IMMEDIATE PAST GOVERNOR2.00Yes (X)$0$0$0
LANTON LEE
DISTRICT EXECUTIVE DIRECTOR2.00Yes (X)$0$0$0
CELESTE BRIAS
KIWANIS CHILDREN'S FUND REP2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$8,550FundraisingAmt
All Other Contributions$172,413AllOtherContributionsAmt
Total Contributions$180,963TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,982TotalRevenueColumnAmt
Exclusion$59,982ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$134,928SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$141,761SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$6,833SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$6,833TotalRevenueColumnAmt
Exclusion-$6,833ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,174FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$8,550ContriRptFundraisingEventAmt
Fundraising Direct Expenses$15,385FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,211TotalRevenueColumnAmt
Exclusion-$1,211ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLUB ADVISED FUND FEESDesc
Business900099BusinessCd
Total Revenue Column$7,113TotalRevenueColumnAmt
Related Or Exempt Func Income$7,113RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,113OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$240,014TotalRevenueColumnAmt
Related Or Exempt Func Income$7,113RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$51,938ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$138,760TotalAmt
Program Services$138,760ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,200TotalAmt
Management And General$6,200ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,985TotalAmt
Management And General$8,985ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,674TotalAmt
Management And General$8,674ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,930TotalAmt
Management And General$1,930ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,473TotalAmt
Management And General$1,473ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,114TotalAmt
Management And General$1,114ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$265TotalAmt
Management And General$265ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
WEBSITE EXPENSE$1,908$1,908
MISCELLANEOUS EXPENSE$1,818$1,818
OTHER PROMOTION/FUNDRAI$419$419
BANK FEES$340$340

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$172,086TotalAmt
Program Services$138,760ProgramServicesAmt
Management And General$32,907ManagementAndGeneralAmt
Fundraising$419FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,702BOYAmt
EOY$36,024EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$74,207BOYAmt
EOY$49,689EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$11,190EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,927LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,652LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$540BOYAmt
EOY$275EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,654,849BOYAmt
EOY$1,857,776EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,048BOYAmt
EOY$4,048EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,745,346BOYAmt
EOY$1,959,002EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,108BOYAmt
EOY$16,459EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$688,697BOYAmt
EOY$854,879EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$689,805BOYAmt
EOY$871,338EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,028,875BOYAmt
EOY$1,029,615EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,666BOYAmt
EOY$58,049EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,055,541BOYAmt
EOY$1,087,664EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,745,346BOYAmt
EOY$1,959,002EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$67,928ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$35,805NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$185,609CurrentTaxYearMinus1YearAmt
Current Tax Year$180,963CurrentTaxYearAmt
Total$581,330TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,366CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$185,609CurrentTaxYearMinus1YearAmt
Current Tax Year$180,963CurrentTaxYearAmt
Total$581,330TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$581,330PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,312CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,325CurrentTaxYearMinus1YearAmt
Current Tax Year$59,982CurrentTaxYearAmt
Total$219,767TotalAmt
FieldValueIRS element (for citing)
Total Support$801,097TotalSupportAmt
Public Support CY1700.72570PublicSupportCY170Pct
Public Support PY1700.70400PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held30DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$208,517DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$42,029DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$854,524DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,055,541BeginningYearBalanceAmt
Contributions$202,250ContributionsAmt
Investment Earnings Or Losses$17,344InvestmentEarningsOrLossesAmt
Grants Or Scholarships$138,760GrantsOrScholarshipsAmt
Other Expenditures$15,804OtherExpendituresAmt
Administrative Expenses$44,097AdministrativeExpensesAmt
End Year Balance$1,076,474EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$971,038BeginningYearBalanceAmt
Contributions$208,354ContributionsAmt
Investment Earnings Or Losses$92,148InvestmentEarningsOrLossesAmt
Grants Or Scholarships$171,806GrantsOrScholarshipsAmt
Other Expenditures$20,479OtherExpendituresAmt
Administrative Expenses$23,714AdministrativeExpensesAmt
End Year Balance$1,055,541EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$877,786BeginningYearBalanceAmt
Contributions$88,995ContributionsAmt
Investment Earnings Or Losses$96,532InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,967GrantsOrScholarshipsAmt
Other Expenditures$23,718OtherExpendituresAmt
Administrative Expenses$21,590AdministrativeExpensesAmt
End Year Balance$971,038EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$813,883BeginningYearBalanceAmt
Contributions$111,897ContributionsAmt
Investment Earnings Or Losses$72,445InvestmentEarningsOrLossesAmt
Grants Or Scholarships$80,592GrantsOrScholarshipsAmt
Other Expenditures$19,038OtherExpendituresAmt
Administrative Expenses$20,809AdministrativeExpensesAmt
End Year Balance$877,786EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$813,499BeginningYearBalanceAmt
Contributions$80,690ContributionsAmt
Investment Earnings Or Losses-$11,905InvestmentEarningsOrLossesAmt
Grants Or Scholarships$28,410GrantsOrScholarshipsAmt
Other Expenditures$20,056OtherExpendituresAmt
Administrative Expenses$19,935AdministrativeExpensesAmt
End Year Balance$813,883EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.94610BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.05390TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,927OtherCostOrOtherBasisAmt
Depreciation$2,652DepreciationAmt
Book Value$275BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$275TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLUB ADVISED FUNDS$854,524
ASSETS HELD FOR OTHERS$355
FieldValueIRS element (for citing)
Total Liability$854,879TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:USE OF ENDOWMENT FUNDS: THE OHIO DISTRICT KIWANIS FOUNDATION INTENDS TO USE ENDOWMENT FUNDS FOR GRANTS AND OPERATING EXPENDITURES TO FURTHER THE MISSION OF THE ORGANIZATION, IN ACCORDANCE WITH THE SPENDING POLICY ADOPTED BY THE BOARD OF DIRECTORS.
PART X, LINE 2:FIN 48 (ASC 740) FOOTNOTE - UNCERTAIN TAX POSITIONS: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN CERTAIN TAX POSITIONS THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$22,724GrossReceiptsEvent1Amt
Charitable Contri Event1$8,550CharitableContriEvent1Amt
Gross Revenue Event1$14,174GrossRevenueEvent1Amt
Cash Prizes Event1$2,569CashPrizesEvent1Amt
Rent Facility Costs Event1$5,109RentFacilityCostsEvent1Amt
Food And Beverage Event1$6,669FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,038OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,724GrossReceiptsTotalAmt
Charitable Contributions Tot$8,550CharitableContributionsTotAmt
Gross Revenue Total Events$14,174GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,569CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$5,109RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,669FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,038OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,385DirectExpenseSummaryEventsAmt
Net Income Summary-$1,211NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCESS FOR GRANTS & SCHOLARSHIPS: APPLICATIONS FOR GRANTS AND SCHOLARSHIPS ARE REVIEWED BY A COMMITTEE OF THE BOARD. APPROVAL IS MADE BY THE ENTIRE BOARD AT THE DECEMBER, MAY AND AUGUST MEETINGS. CHECKS ARE ISSUED BY THE TREASURER. RECIPIENTS OF THE GRANTS PROVIDE NOTIFICATION OF RECEIPT OF THE CHECK, DOCUMENTATION OF EXPENDITURES FOR THE GRANT PROJECT AND A SUMMARY OF ACTIVITIES. UNUSED FUNDS ARE RETURNED TO THE FOUNDATION.
PART IIINOTE THAT 7 SCHOLARSHIPS WERE MADE DURING THE YEAR FROM DONOR ADVISED FUNDS TOTALING $9,500 TO 7 RECIPIENTS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERSHIP OF THE FOUNDATION SHALL BE LIMITED TO, AND SHALL CONSIST OF ALL THE ACTIVE AND SENIOR MEMBERS IN GOOD STANDING OF THE CHARTERED KIWANIS CLUBS OF THE OHIO DISTRICT OF KIWANIS INTERNATIONAL.
FORM 990, PART VI, SECTION A, LINE 7ATHE ELECTED DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF MEMBERS FROM AMONG THE CANDIDATES NOMINATED IN ACCORDANCE WITH ARTICLE VI, SECTION 2 OF THE BYLAWS. THE OFFICERS OF THE FOUNDATION SHALL BE A PRESIDENT, VICE PRESIDENT, A SECRETARY AND A TREASURER. THE OFFICERS SHALL BE ELECTED ANNUALLY AT THE ANNUAL BOARD MEETING BY PLURALITY OF THE VOTES CAST.
FORM 990, PART VI, SECTION A, LINE 7BTHE ADMINISTRATION OF THE FOUNDATION IS AND SHALL BE ENTRUSTED TO THE BOARD OF DIRECTORS. THE FOUNDATION BOARD SHALL DEFINE THE POLICIES AND SHALL HAVE FULL ADMINISTRATIVE AUTHORITY IN ALL MATTERS.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS USED TO REVIEW THE FORM 990: A COPY OF THE FEDERAL FORM 990, AS ULTIMATELY FILED WITH THE IRS, IS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY. THE FORM IS REVIEWED AND ACCEPTED AT A BOARD MEETING BEFORE FINAL SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION PROVIDES ALL OFFICERS AND DIRECTORS WITH A COPY OF THE CONFLICT OF INTEREST POLICY ALONG WITH AN ANNUAL DISCLOSURE FORM THAT MUST BE COMPLETED AND SIGNED. EACH MEMBER IS REQUIRED TO DISCLOSE ANY CONFLICTS THAT MAY EXIST. MEMBERS DISCLOSING A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DISCUSSION OR VOTING ACTIONS IN REGARDS TO SPECIFIED INTEREST.
FORM 990, PART VI, SECTION B, LINE 15NO OFFICER OR DIRECTOR SHALL BE EMPLOYED BY THE BOARD NOR COMPENSATED BY THE FOUNDATION IN ANY WAY OTHER THAN BY REIMBURSEMENT OF AUTHORIZED EXPENSES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS: THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND CURRENT FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.

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