2018-10-26T10:21:32-05:00 2017-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2017-01-01 311661966 THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY COMM 5138745450 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 ERIN CLEMONS PRESIDENT AND CEO 5138745450 2018-09-10 1 HERBERT L LEMASTER CPA P00039882 9372260070 2018-09-10 24.142.191.122 2018-09-10 17:05:30 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FF1ADF7F950BE2AA8621E5D4B8A2222E21169A02 2017 2018-06-14 16:35:46Z ERIN CLEMONS 8366 PRINCETON-GLENDALE RD NO A2 WEST CHESTER OH 45069 9321319 0 X WWW.WCLFOUNDATION.COM X 1999 OH TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE AREA 17 16 5 50 0 0 3324129 3560010 0 0 225973 459806 116778 89812 3666880 4109628 2380304 4886470 0 0 199927 273975 0 0 254723 333979 349002 2914210 5509447 752670 -1399819 14754258 14544281 0 0 14754258 14544281 THE COMMUNITY FOUNDATION'S MISSION IS TO ENCOURAGE, SUPPORT, AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO. 0 0 5032041 4886470 THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY SERVES AS A LEADER AND RESOURCE FOR PHILANTHROPY; BUILDS A GROWING ENDOWMENT FOR THE COMMUNITY'S CHANGING NEEDS; PROVIDES FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE THEIR COMMUNITY NOW AND INTO THE FUTURE; PROMOTES COLLABORATION AMONG LOCAL FUNDING ORGANIZATIONS AND SERVICE PROVIDERS TO ADDRESS COMMUNITY NEEDS; AND MAKES GRANT AND PROVIDES COUNSEL AND ASSISTANCE THAT WILL HAVE A SIGNIFICANT IMPACT UPON THE RESIDENTS OF WEST CHESTER AND LIBERTY TOWNSHIP. 5032041 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 OH X X NANCY FISTER 5138745450 8366 PRINCETON-GLENDALE RD STE A2 WEST CHESTER OH 45069 DAN BENHASE MEMBER (JAN-DEC)/CHAIR (JAN-APR) 0.50 X X 0 0 0 IAN MURRAY MEMBER (JAN-DEC)/CHAIR (MAY-DEC) 0.50 X X 0 0 0 WILLIAM SCHUMACKER VICE CHAIR 0.50 X X 0 0 0 CHRIS XEIL LYONS SECRETARY 0.50 X X 0 0 0 TOM ZENGE TREASURER 0.50 X X 0 0 0 DAN ZIEVERINK MEMBER 0.50 X 0 0 0 DAVE BRUNO MEMBER 0.50 X 0 0 0 DR CHETNA MITAL MEMBER 0.50 X 0 0 0 GAIL JACKSON MILLER MEMBER 0.50 X 0 0 0 HELEN FANZ-LEVAY MEMBER 0.50 X 0 0 0 JEANNE BRUNS MEMBER 0.50 X 0 0 0 KAREN ROLCIK MEMBER 0.50 X 0 0 0 RAY MURRAY MEMBER 0.50 X 0 0 0 TIM KELLY MEMBER 0.50 X 0 0 0 TOM DASKALAKIS MEMBER 0.50 X 0 0 0 BRENDA FRAZIER MEMBER (MAR) 0.50 X 0 0 0 NICK ENGER MEMBER (APR-DEC) 0.50 X 0 0 0 BOB HUTSENPILLER MEMBER (JAN-APR) 0.50 X 0 0 0 CATHERINE EVANS MEMBER (JAN-APR) 0.50 X 0 0 0 DONNA LESLIE MEMBER (JAN-APR) 0.50 X 0 0 0 GREG STAMP MEMBER (JAN-APR) 0.50 X 0 0 0 SANDY BRUESHABER MEMBER (JAN-APR) 0.50 X 0 0 0 ERIN CLEMONS PRESIDENT & CEO 40.00 X X 70800 0 2016 NANCY FISTER VICE PRESIDENT OF FINANCE 40.00 X 62140 0 1792 132940 0 3808 0 0 0 0 0 125345 3434665 1900498 3560010 246318 246318 5276975 5063487 213488 213488 213488 238016 125345 148204 89812 89812 4109628 0 0 549618 4800336 4800336 86134 86134 136748 67485 47418 21845 116323 31024 25856 59443 1836 307 307 1222 19068 7392 5504 6172 54070 54070 71914 71914 22524 22524 20720 2655 13639 4426 22598 18078 2260 2260 3743 3743 451 451 350 350 3140 942 628 1570 FUNDRAISING COSTS 109364 109364 BAD DEBT 25897 25897 DUES AND SUBSCRIPTIONS 8668 8668 PRINTING AND PUBLICATIO 2308 2308 3255 2518 737 5509447 5032041 222683 254723 262929 235892 50691 112487 32579 32462 467 117 14250575 14066627 189596 129158 14754258 14544281 0 0 X 14513971 14302636 240287 241645 14754258 14544281 14754258 14544281 -1399819 1250280 -60438 0 X X 0 1 X 1 0 X 1879119 2360854 3570711 3324129 3560010 14694823 1879119 2360854 3570711 3324129 3560010 14694823 1559213 13135610 195903 240534 203398 188175 246318 1074328 354872 304428 180672 116778 89812 1046562 16815713 0.78120 0.70670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET INCOME FROM FUNDRAISING EVENT - 2013 AMOUNT: $ 354,872. 2014 AMOUNT: $ 304,428. 2015 AMOUNT: $ 180,672. 2016 AMOUNT: $ 116,778. 2017 AMOUNT: $ 89,812. 74 733291 2047062 4076415 1 1 14250575 3454856 1638172 4994187 146510 136279 14066627 12963965 3493696 675448 2642122 111955 128457 14250575 11921489 3480906 -247700 1900263 180662 109805 12963965 10687572 2360854 429973 1375618 84352 96940 11921489 8515791 1879119 895672 522180 4755 76075 10687572 1.00000 0.00000 0.00000 0 0 32579 32462 117 117 5293556 1250280 5562 1255842 4037714 71914 71914 4109628 5503533 66000 66000 5437533 71914 71914 5509447 PART V, LINE 4: THE FOUNDATION AGREES, THROUGH ITS FUND AGREEMENTS, TO FULFILL THE DIRECTION AND PURPOSE OF THE DONOR. HOWEVER, THE FOUNDATION MAINTAINS VARIANCE POWER AND RESERVES THE RIGHT AT ITS DISCRETION TO MODIFY THE DISTRIBUTION OF FUND INVESTMENTS, IF IT BECOMES NECESSARY. THE FOUNDATION AS A RESULT OF ITS ABILITY TO DISTRIBUTE ANY OR ALL OF THE FUNDS, RECLASSIFIED ALL FUNDS TO UNRESTRICTED. KEY EVENT 174749 53512 121237 24708 21793 8763 7757 SHAMROCK SHUFFLE 141461 30508 110953 28763 4411 500 26630 1 47151 41325 5826 4505 8902 11472 363361 125345 238016 53471 30709 18165 45859 148204 89812 1 AMERICAN HEART ASSOCIATION 5211 MADISON ROAD CINCINNATI OH 45227 135613797 501(C)(3) 15265 OPERATING SUPPORT ANGEL FUND GRANTEE 8366 PRINCETON-GLENDALE RD WEST CHESTER OH 45069 311661966 501(C)(3) 5173 OPERATIONAL SUPPORT ANIMAL ADOPTION FOUNDATION 2480 MILLVILLE-ROSS RD HAMILTON OH 45013 311378848 501(C)(3) 8500 OPERATIONAL SUPPORT ANTHEM HOUSE CHURCH 6781 DEVON DR LIBERTY TOWNSHIP OH 45044 810905105 501(C)(3) 40000 OPERATIONAL SUPPORT ARCHDIOCESE OF CINCINNATI 100 E 8TH ST CINCINNATI OH 45202 310538501 501(C)(3) 10000 CATHOLIC MINISTRY APPEAL AXIS TEEN CENTERS - EDGE TEEN CENTER 7568 WYANDOT LN LIBERTY TOWNSHIP OH 45044 261438129 501(C)(3) 5250 EDGE COMMUNITY SERVICE PROGRAM BEACH ACRES PARENTING CENTER 6881 BEECHMONT AVENUE CINCINNATI OH 45230 310536663 501(C)(3) 5100 OPERATIONAL SUPPORT BOYS & GIRLS CLUB OF WEST CHESTERLIBERTY 8749 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 463631593 501(C)(3) 2442050 OPERATING SUPPORT CALVARY HILLTOP UNITED METHODIST CHURCH PO BOX 277 SHARONVILLE OH 44675 341375441 501(C)(3) 8500 OPERATIONAL SUPPORT CARING LIKE ANGELS & HEROES 9078 UNION CENTRE BLVD STE 350 WEST CHESTER OH 45069 814246281 501(C)(3) 366407 OPERATIONAL SUPPORT CATHOLIC COMMUNITY FOUNDATION FOR THE ARCHDOC 100 E 8TH ST CINCINNATI OH 45202 465162928 501(C)(3) 35000 GENERAL DONATION CHILDREN'S HOSPITAL & MEDICAL CENTER 8401 W DODGE ROAD SUITE 120 OMAHA NE 68114 476105603 501(C)(3) 37621 OPERATIONAL SUPPORT CHRIST HOSPITAL FOUNDATION 2139 AUBURN AVE CINCINNATI OH 45219 264165492 501(C)(3) 5000 OPERATIONAL SUPPORT CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 35390 OPERATIONAL SUPPORT CIRCLE TAIL INC 8834 CAREY LN PLEASANT PLAIN OH 45162 311516490 501(C)(3) 8000 OPERATIONAL SUPPORT CITY GOSPEL MISSION 1805 DALTON AVENUE CNCINNATI OH 45214 310538515 501(C)(3) 5500 OPERATIONAL SUPPORT COMMUNITY RESOURCE CENTER 650 SECOND STREET ENCINITAS CA 92024 953497926 501(C)(3) 6000 OPERATIONAL SUPPORT DELTA TAU DELTA EDUCATIONAL FOUNDATION 10000 ALLISONVILLE ROAD FISHERS IN 46038 311020203 501(C)(3) 60000 GENERAL DONATION DEPAUL CRISTO REY HIGH SCHOOL 1133 CLIFTON HILLS AVE CINCINNATI OH 45220 272417727 501(C)(3) 13000 OPERATIONAL SUPPORT DOWN SYNDROME ASSN OF GREATER CINCINNATI 4623 WESLEY AVE SUITE A CINCINNATI OH 45212 311051378 501(C)(3) 5000 OPERATIONAL SUPPORT DRESS FOR SUCCESS 32 EAST 31ST STREET 7TH FLOOR NEW YORK NY 10016 134040377 501(C)(3) 8000 OPERATIONAL SUPPORT FAITH ALLIANCE OF SOUTHWESTERN OHIO PO BOX 806 WEST CHESTER OH 45071 273330284 501(C)(3) 8000 OPERATIONAL SUPPORT FAMILY PROMISE OF BUTLER COUNTY INC PO BOX 95 HAMILTON OH 45011 472155537 501(C)(3) 25355 OPERATIONAL SUPPORT FERNSIDE INC 619 OAK STREET - ACCOUNTING 3 WEST CINCINNATI OH 45206 311179234 501(C)(3) 8000 OPERATIONAL SUPPORT FOCUS ON YOUTH 8904 BROOKSIDE AVE WEST CHESTER OH 45069 311346995 501(C)(3) 11873 OPERATIONAL SUPPORT GCFA OF THE UNITED METHODIST CHURCH 1 MUSIC CIRCLE N NASHVILLE TN 37203 311813333 501(C)(3) 5000 OPERATIONAL SUPPORT GOOD SAMARITAN HOSPITAL FOUNDATION 619 OAK STREET - ACCOUNTING 3 WEST CINCINNATI OH 45206 311206047 501(C)(3) 15000 OPERATIONAL SUPPORT GREEN UMBRELLA 4138 HAMILTON AVE SUITE D CINCINNATI OH 45223 311770299 501(C)(3) 10000 OPERATIONAL SUPPORT HAMILTON COMMUNITY FOUNDATION 319 N THIRD ST HAMILTON OH 45011 316038277 501(C)(3) 100000 OPERATIONAL SUPPORT HANNAH'S TREASURE CHEST 124 WESTPARK RD CENTERVILLE OH 45459 311772684 501(C)(3) 8000 OPERATIONAL SUPPORT HEARING SPEECH & DEAF CENTER OF GREATER CINCINNATI 2825 BURNET AVE SUITE 330 CINCINNATI OH 45219 310536654 501(C)(3) 8000 OPERATIONAL SUPPORT HOPEWELL JUNIOR PTSO 8200 COX RD WEST CHESTER OH 45069 900014284 501(C)(3) 7800 OPERATIONAL SUPPORT KEN ANDERSON ALLIANCE PO BOX 53516 CINCINNATI OH 45253 474308747 501(C)(3) 60000 OPERATIONAL SUPPORT KNIGHTS OF COLUMBUS COUNCIL 4361 117 LEGION DRIVE MINGO JUNCTION OH 43938 237106989 501(C)(8) 50000 OPERATIONAL SUPPORT LAKOTA CENTRAL OFFICE 5572 PRINCETON ROAD HAMILTON OH 45011 316000897 501(C)(3) 37747 OPERATIONAL SUPPORT LAKOTA ROBOTICS CLUB 8366 PRINCETON-GLENDALE RD A2 WEST CHESTER OH 45069 311661966 501(C)(3) 35286 OPERATIONAL SUPPORT LEARNING EXPERIENCE SCHOOL INC 5651 SW 82ND AVENUE RD MIAMI FL 33143 591913861 501(C)(3) 15000 OPERATIONAL SUPPORT LIFETOWN 10 MICROLAB ROAD LIVINGSTON NJ 07039 454435140 501(C)(3) 5500 OPERATIONAL SUPPORT MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD BLUE ASH OH 45242 311348100 501(C)(3) 5000 GENERAL DONATION MELODIC CONNECTIONS 407 VINE ST SUITE 112 CINCINNATI OH 45202 263815913 501(C)(3) 26500 OPERATIONAL SUPPORT MERCY HEALTH FOUNDATION CINCINNATI 1701 MERCY HEALTH PLACE CINCINNATI OH 45237 201072726 501(C)(3) 5000 OPERATIONAL SUPPORT MIDDLETOWN COMMUNITY FOUNDATION 300 NORTH MAIN STREET SUITE 300 MIDDLETOWN OH 45042 310898380 501(C)(3) 100000 OPERATIONAL SUPPORT MISSIONARIES OF THE SACRED HEART PO BOX 250 CLARKSBURG OH 43115 311309969 501(C)(3) 10000 OPERATIONAL SUPPORT OHIO STATE UNIVERSITY 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 15000 OPERATIONAL SUPPORT OHIO VALLEY VOICES 6642 BRANCH HILL GUINEA PIKE LOVELAND OH 45140 311639795 501(C)(3) 5000 OPERATIONAL SUPPORT PARTNERS IN PRIME 230 LUDLOW STREET HAMILTON OH 45011 310569735 501(C)(3) 9296 OPERATIONAL SUPPORT PAWS 6302 CROSSINGS BLVD MONROE OH 45050 311000756 501(C)(3) 39103 OPERATING SUPPORT PRIMARY HEALTH SOLUTIONS 210 SOUTH 2ND ST HAMILTON OH 45011 371439025 501(C)(3) 8000 OPERATIONAL SUPPORT REACH OUT LAKOTA PO BOX 362 WEST CHESTER OH 45069 311356940 501(C)(3) 8315 OPERATING SUPPORT RONALD MCDONALD HOUSE 350 ERKENBRECHER AVE CINCINNATI OH 45229 310965333 501(C)(3) 23000 OPERATING SUPPORT & SALAD BAR PURCHASE ROTARY FOUNDATION OF CINCINNATI 441 VINE ST STE 2112 CINCINNATI OH 45202 310554072 501(C)(3) 17800 OPERATIONAL SUPPORT SANDY HOOK PROMISE FOUNDATION PO BOX 3489 NEWTOWN CT 06470 461657101 501(C)(3) 5000 OPERATIONAL SUPPORT SHARED HARVEST FOODBANK INC 5901 DIXIE HIGHWAY FAIRFIELD OH 45014 311096571 501(C)(3) 7600 OPERATIONAL SUPPORT ST GABRIEL PARISH 48 WEST SHARON AVE CINCINNATI OH 45246 310538542 501(C)(3) 10000 ANNUAL DONATION FOR SUPPORT AND SPECIAL COLLECTION ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 10000 OPERATIONAL SUPPORT ST VINCENT DE PAUL 58 PROGRESS PKWY MARYLAND HEIGHTS MO 63043 135562362 501(C)(3) 10500 OPERATIONAL SUPPORT STEPPING STONES CENTER FOR HANDICAPPED 5650 GIVEN RD CINCINNATI OH 45243 310671799 501(C)(3) 5200 OPERATIONAL SUPPORT SUMMIT CHURCH OF CHRIST 6015 ALEXANDRIA PIKE COLD SPRING KY 41076 020575630 501(C)(3) 5000 OPERATIONAL SUPPORT TALBERT HOUSE 2600 VICTORY PKWY CINCINNATI OH 45206 310713350 501(C)(3) 5550 OPERATIONAL SUPPORT THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 042104021 501(C)(3) 407958 OPERATIONAL SUPPORT UNITED WAY 701 N FAIRFAX ST ALEXANDRIA VA 22314 131635294 501(C)(3) 12160 OPERATIONAL SUPPORT UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)(3) 119003 OPERATIONAL SUPPORT URSULINE ACADEMY 5535 PFEIFFER RD CINCINNATI OH 45242 310538555 501(C)(3) 15400 OPERATIONAL SUPPORT WEST CHESTER PARKS 9113 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 316010106 15495 OPERATIONAL SUPPORT WEST CHESTER TOWNSHIP 9113 CINCINNATI-DAYTON RD WEST CHESTER OH 45069 316010106 19576 VIDEO WALL AND AUDIO EQUIPMENT AT ALL STAR GAME XAVIER UNIVERSITY 3800 VICTORY PKWY CINCINNATI OH 45207 310537516 501(C)(3) 11000 OPERATIONAL SUPPORT YMCA CAMP CAMPBELL GARD C/O THE GREAT MIAMI VALLEY YMCA 105 N 2ND STREET HAMILTON OH 45011 310536719 501(C)(3) 15515 1 WEEK OF SUMMER CAMP FOR VARIOUS CAMPERS YOUNG LIFE CAPERNUM 420 N CASCADE AVE COLORADO SPRINGS CO 80903 840385934 501(C)(3) 11000 OPERATIONAL SUPPORT 65 3 INDIVIDUAL SCHOLARSHIPS > $5,000 4 36287 INDIVIDUAL SCHOLARSHIPS < $5,000 54 49847 PART I, LINE 2: GRANTS ARE APPROVED BY A COMMITTEE, BY THE VICE PRESIDENT, OR DONOR SERVICES. NO CHECKS FOR GRANTS ARE ISSUED WITH OUT WRITTEN APPROVAL OR SIGNED CHECK REQUESTS. ACCOUNTS ARE RECONCILED MONTHLY. THE COMMITTEE CHAIR PRESENTS REPORTS TO THE BOARD AT EACH MEETING FOR THE BOARD'S APPROAL. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVITY FOR THAT PERIOD. X 17 1900498 COST OR SELLING PRICE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES BOARD MEMEBERS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND TO REPORT ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARISING DURING THE YEAR REPORT THE CONFLICT AND ABSTAIN FROM DISCUSSSIONS AND VOTES CONCERNING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERFORMS AN ANNUAL REVIEW FOR ALL EMPLOYEES WHICH INCLUDES A SALARY EVALUATION. WHEN SETTING COMPENSATION, THE BOARD REVIEWS AVAILABLE INDUSTRY INFORMATION AND SURVEYS NOT-FOR-PROFIT AGENCIES SIMILAR IN SIZE AND OPERATION IN SOUTH WESTERN OHIO. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE 990, FINANCIAL STATEMENTS AND FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED TO THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR.