OHIO DISTRICT KIWANIS FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OHIO DISTRICT KIWANIS FOUNDATION INC (EIN 31-1072405)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-05-15
- IRS object ID
- 201841359349309904
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:02:24-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341818258 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meaden & Moore Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2363 Eagle Pass Suite A | AddressLine1Txt |
| City | Wooster | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446915344 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311072405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio District Kiwanis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6147640538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 668 | AddressLine1Txt |
| City | Circleville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS HUMPHREY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6147640538 | PhoneNum |
| Signature | 2018-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN B COONEY | PreparerPersonNm |
| PTIN | P00285983 | PTIN |
| Phone | 3302647307 | PhoneNum |
| Preparation | 2018-02-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.128.80.240 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-13 | IPDt |
| IP Tm | 07:15:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B01591453E89D4B11B5314F085847CFA8EDF9599 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TRAVIS HUMPHREY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 668 | AddressLine1Txt |
| City | Circleville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $367,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://odkf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $91,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,927 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $83,443 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,183 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,297 | PYOtherRevenueAmt |
| CY Other Revenue | $1,747 | CYOtherRevenueAmt |
| PY Total Revenue | $178,205 | PYTotalRevenueAmt |
| CY Total Revenue | $110,857 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,592 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,967 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,397 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,712 | PYOtherExpensesAmt |
| CY Other Expenses | $23,987 | CYOtherExpensesAmt |
| PY Total Expenses | $103,304 | PYTotalExpensesAmt |
| CY Total Expenses | $70,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,901 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,903 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,320,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,596,881 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $443,188 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $625,843 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $877,786 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $971,038 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,967 | ExpenseAmt |
| Grant | $46,967 | GrantAmt |
| Desc | Provided 18 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. Provided 4 scholarships that support Key Club and Circle K Club members. | Desc |
| Total Program Service Expenses | $46,967 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS HUMPHREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6147640538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 668 | AddressLine1Txt |
| City | Circleville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Brandi Bowen | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Vee Reifsnyder | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Rosalie Beers | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dick Brulotte | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Amy Zimmerman | ||||||
| Immediate Past Governor | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Brad Kunze | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tim Cornelius | ||||||
| Vice - President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Chris McCarty | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dave Kuhn | ||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Hasani Wheat | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Whitlach | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Lynn Stoychef | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen Martin | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Duerk | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Stumpf | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Terry Swauger | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Allyson Beechy | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Faith Levine | ||||||
| Kiwanis Children's Fund Rep | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Fischbach | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Flinta | ||||||
| Governor | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Prestin Minster | ||||||
| board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Litzinger | ||||||
| Governor Elect | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Penn | ||||||
| Executive Director | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Travis Humphrey | ||||||
| Treasurer | 10.00 | $0 | $0 | $0 | Yes (X) | |
| Dave whiteman | ||||||
| SECRETARY | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $6,875 | FundraisingAmt |
| All Other Contributions | $59,052 | AllOtherContributionsAmt |
| Total Contributions | $65,927 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,670 | TotalRevenueColumnAmt |
| Exclusion | $31,670 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $246,427 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $234,914 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,513 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,513 | TotalRevenueColumnAmt |
| Exclusion | $11,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,658 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,321 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,663 | TotalRevenueColumnAmt |
| Exclusion | -$2,663 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLUB ADVISED FUND FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,410 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,520 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,967 | TotalAmt |
| Program Services | $46,967 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,450 | TotalAmt |
| Management And General | $5,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,366 | TotalAmt |
| Management And General | $6,366 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601 | TotalAmt |
| Management And General | $601 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478 | TotalAmt |
| Management And General | $1,478 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,786 | TotalAmt |
| Management And General | $1,786 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265 | TotalAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Website Expense | $4,804 | $4,804 | |
| OTHER PROMOTION/FUNDRAI | $2,397 | $2,397 | |
| MISCELLANEOUS EXPENSE | $640 | $640 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,954 | TotalAmt |
| Program Services | $46,967 | ProgramServicesAmt |
| Management And General | $21,590 | ManagementAndGeneralAmt |
| Fundraising | $2,397 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,670 | BOYAmt |
| EOY | $1,008 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,354 | BOYAmt |
| EOY | $65,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,122 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070 | BOYAmt |
| EOY | $805 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,832 | BOYAmt |
| EOY | $1,525,832 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048 | BOYAmt |
| EOY | $4,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,974 | BOYAmt |
| EOY | $1,596,881 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,723 | BOYAmt |
| EOY | $215 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,465 | BOYAmt |
| EOY | $625,628 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,188 | BOYAmt |
| EOY | $625,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,986 | BOYAmt |
| EOY | $942,169 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,800 | BOYAmt |
| EOY | $28,869 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,786 | BOYAmt |
| EOY | $971,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,974 | BOYAmt |
| EOY | $1,596,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $39,903 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,349 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,927 | CurrentTaxYearAmt |
| Total | $312,727 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,927 | CurrentTaxYearAmt |
| Total | $312,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $501 | SubstantialContributorsTotAmt |
| Public Support Total170 | $312,226 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,670 | CurrentTaxYearAmt |
| Total | $162,204 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $474,931 | TotalSupportAmt |
| Public Support CY170 | 0.65740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $187,049 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $38,160 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $625,403 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $877,786 | BeginningYearBalanceAmt |
| Contributions | $88,995 | ContributionsAmt |
| Investment Earnings Or Losses | $96,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $46,967 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,718 | OtherExpendituresAmt |
| Administrative Expenses | $21,590 | AdministrativeExpensesAmt |
| End Year Balance | $971,038 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $813,883 | BeginningYearBalanceAmt |
| Contributions | $111,897 | ContributionsAmt |
| Investment Earnings Or Losses | $72,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,592 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,038 | OtherExpendituresAmt |
| Administrative Expenses | $20,809 | AdministrativeExpensesAmt |
| End Year Balance | $877,786 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $813,499 | BeginningYearBalanceAmt |
| Contributions | $80,690 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,410 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,056 | OtherExpendituresAmt |
| Administrative Expenses | $19,935 | AdministrativeExpensesAmt |
| End Year Balance | $813,883 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $749,413 | BeginningYearBalanceAmt |
| Contributions | $72,940 | ContributionsAmt |
| Investment Earnings Or Losses | $67,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,690 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,075 | OtherExpendituresAmt |
| Administrative Expenses | $15,934 | AdministrativeExpensesAmt |
| End Year Balance | $813,499 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $693,514 | BeginningYearBalanceAmt |
| Contributions | $75,036 | ContributionsAmt |
| Investment Earnings Or Losses | $62,538 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $44,395 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,856 | OtherExpendituresAmt |
| Administrative Expenses | $15,424 | AdministrativeExpensesAmt |
| End Year Balance | $749,413 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97030 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.02970 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,122 | DepreciationAmt |
| Book Value | $805 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $805 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLUB ADVISED FUNDS | $625,403 |
| ASSETS HELD FOR OTHERS | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $625,628 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $25,533 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,875 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,658 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $3,881 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,742 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,459 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,239 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,533 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,875 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,658 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,881 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,742 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,459 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,239 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,321 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Kiwanis Foundation - Port Clinton(from club advised fund) | |||||||
| 411 E 11st | Port CLinton | OH | 43452 | 464655815 | 501(C)(3) | $16,018 | To support the charitable activites of the port clinton kiwanis club |
| National Ambucs Inc Greenebucs CHapter | |||||||
| PO Box 1 | Alpha | OH | 45301 | 911904359 | 501(C)(3) | $9,191 | Purchase Amtrykes for children and adults in the Ohio District |
| Mt Gilead Kiwanis Club | |||||||
| PO Box 255 | Mt Gilead | OH | 43338 | 313042702 | 501(C)(4) | $5,000 | To purchase playground equipment. |
| Family Connections of Northeast Ohio | |||||||
| 2843 Washington Blvd | Cleveland Heights | OH | 44118 | 341696816 | 501(C)(3) | $5,000 | Purchase educational materials for Family Literacy Playroom at Cleveland Hts Library |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 III | note that 12 scholarships were made during the year from donor advised funds totaling $11,350 to 12 recipients. Another $1,700 of scholarships were paid directly from the Foundation to 4 recipients. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The 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 7a | The 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 7b | The 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 11b | PROCESS 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 12c | COMPLIANCE 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 15 | NO 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 19 | GOVERNING DOCUMENTS: THE ORGANIZATION'S CURRENT GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND CURRENT FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. |
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