OHIO DISTRICT KIWANIS FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OHIO DISTRICT KIWANIS FOUNDATION INC (EIN 31-1072405)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-02-08
IRS object ID
201710399349300531
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-02-08T12:00:52-06:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

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 Begin2015-10-01TaxPeriodBeginDt

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
Signature2017-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN B COONEYPreparerPersonNm
PTINP00285983PTIN
Phone3302647307PhoneNum
Preparation2017-02-02PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$305,623GrossReceiptsAmt
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 Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$57,366PYContributionsGrantsAmt
CY Contributions Grants$91,465CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$31,223PYInvestmentIncomeAmt
CY Investment Income$83,443CYInvestmentIncomeAmt
PY Other Revenue$5,431PYOtherRevenueAmt
CY Other Revenue$3,297CYOtherRevenueAmt
PY Total Revenue$94,020PYTotalRevenueAmt
CY Total Revenue$178,205CYTotalRevenueAmt
PY Grants And Similar Paid$28,410PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$80,592CYGrantsAndSimilarPaidAmt
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$1,903CYTotalFundraisingExpenseAmt
PY Other Expenses$22,098PYOtherExpensesAmt
CY Other Expenses$22,712CYOtherExpensesAmt
PY Total Expenses$50,508PYTotalExpensesAmt
CY Total Expenses$103,304CYTotalExpensesAmt
PY Revenues Less Expenses$43,512PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$74,901CYRevenuesLessExpensesAmt
Total Assets BOY$1,247,031TotalAssetsBOYAmt
Total Assets EOY$1,320,974TotalAssetsEOYAmt
Total Liabilities BOY$433,148TotalLiabilitiesBOYAmt
Total Liabilities EOY$443,188TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$813,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$877,786NetAssetsOrFundBalancesEOYAmt
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$80,592ExpenseAmt
Grant$80,592GrantAmt
DescPROVIDED 16 GRANTS AND 2 SCHOLARSHIPS TO SUPPORT SAFETY, GOOD HEALTH, EDUCATION OF YOUNG CHILDREN AND PREVENTION EDUCaTION AND TREATMENT OF PEDIATRIC TRAUMA. In addition, the organization provided funds to support the purchase of 35 adaptive bikes for children and adults in the Ohio Kiwanis District.Desc
Total Program Service Expenses$80,592TotalProgramServiceExpensesAmt
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 StmtYes (1)IndependentAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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
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 DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Kathryn Karpus
Board Member2.00Yes (X)$0$0$0
Vee Reifsnyder
President2.00Yes (X)$0$0$0Yes (X)
Rosalie Beers
Board Member2.00Yes (X)$0$0$0
Dick Brulotte
Board Member2.00Yes (X)$0$0$0
Amy Zimmerman
Board Member2.00Yes (X)$0$0$0
Pam Collins resigned 6-28-16
Board Member2.00Yes (X)$0$0$0
Tim Cornelius
Board Member2.00Yes (X)$0$0$0
Douglas Huth
Board Member2.00Yes (X)$0$0$0
Dave Kuhn
Vice- President2.00Yes (X)$0$0$0Yes (X)
Hasani Wheat
Board Member2.00Yes (X)$0$0$0
Sam Malik
Board Member2.00Yes (X)$0$0$0
Tyler Milburn
Board Member2.00Yes (X)$0$0$0
John Millar
Board Member2.00Yes (X)$0$0$0
Jerry Duerk
Board Member2.00Yes (X)$0$0$0
Gary Stumpf
Board Member2.00Yes (X)$0$0$0
Terry Swauger
Board Member2.00Yes (X)$0$0$0
Bob Buescher
Board Member2.00Yes (X)$0$0$0
Mike Fischbach
Board Member2.00Yes (X)$0$0$0
Dave whiteman
board Member2.00Yes (X)$0$0$0
Bill Flinta
board Member2.00Yes (X)$0$0$0
Chuck Holtzman
board Member2.00Yes (X)$0$0$0
Alan Penn
Executive Director4.00$0$0$0Yes (X)
Travis Humphrey
Treasurer10.00$0$0$0Yes (X)
KAREN HAGERMAN
SECRETARY4.00$0$0$0Yes (X)
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$5,250FundraisingAmt
All Other Contributions$86,215AllOtherContributionsAmt
Total Contributions$91,465TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,312TotalRevenueColumnAmt
Exclusion$44,312ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$149,414SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$110,283SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$39,131SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,131TotalRevenueColumnAmt
Exclusion$39,131ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,255FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,250ContriRptFundraisingEventAmt
Fundraising Direct Expenses$17,135FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$880TotalRevenueColumnAmt
Exclusion-$880ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCLUB ADVISED FUND FEESDesc
Business900099BusinessCd
Total Revenue Column$4,177TotalRevenueColumnAmt
Related Or Exempt Func Income$4,177RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,177OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,205TotalRevenueColumnAmt
Related Or Exempt Func Income$4,177RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$82,563ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$80,592TotalAmt
Program Services$80,592ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,800TotalAmt
Management And General$5,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,929TotalAmt
Management And General$5,929ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,800TotalAmt
Management And General$1,800ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,317TotalAmt
Management And General$4,317ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,382TotalAmt
Management And General$1,382ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$326TotalAmt
Management And General$326ManagementAndGeneralAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
OTHER PROMOTION/FUNDRAI$1,903$1,903
MISCELLANEOUS EXPENSE$1,055$1,055

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$103,304TotalAmt
Program Services$80,592ProgramServicesAmt
Management And General$20,809ManagementAndGeneralAmt
Fundraising$1,903FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,731BOYAmt
EOY$26,670EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$81,920BOYAmt
EOY$42,354EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$364BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,927LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,857LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$542BOYAmt
EOY$1,070EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,152,426BOYAmt
EOY$1,246,832EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,247,031BOYAmt
EOY$1,320,974EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,179BOYAmt
EOY$13,723EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$430,969BOYAmt
EOY$429,465EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$433,148BOYAmt
EOY$443,188EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$781,918BOYAmt
EOY$852,986EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,965BOYAmt
EOY$24,800EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$813,883BOYAmt
EOY$877,786EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,247,031BOYAmt
EOY$1,320,974EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$74,901ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$10,998NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$49,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,080CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,366CurrentTaxYearMinus1YearAmt
Current Tax Year$91,465CurrentTaxYearAmt
Total$296,671TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,871CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,080CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,889CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$57,366CurrentTaxYearMinus1YearAmt
Current Tax Year$91,465CurrentTaxYearAmt
Total$296,671TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$987SubstantialContributorsTotAmt
Public Support Total170$295,684PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,498CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,246CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,478CurrentTaxYearMinus1YearAmt
Current Tax Year$44,312CurrentTaxYearAmt
Total$153,972TotalAmt
FieldValueIRS element (for citing)
Total Support$450,643TotalSupportAmt
Public Support CY1700.65610PublicSupportCY170Pct
Public Support PY1700.65120PublicSupportPY170Pct
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 Held24DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$17,881DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$48,298DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$428,287DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$749,413BeginningYearBalanceAmt
Contributions$72,940ContributionsAmt
Investment Earnings Or Losses$67,845InvestmentEarningsOrLossesAmt
Grants Or Scholarships$39,690GrantsOrScholarshipsAmt
Other Expenditures$21,075OtherExpendituresAmt
Administrative Expenses$15,934AdministrativeExpensesAmt
End Year Balance$813,499EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$693,514BeginningYearBalanceAmt
Contributions$75,036ContributionsAmt
Investment Earnings Or Losses$62,538InvestmentEarningsOrLossesAmt
Grants Or Scholarships$44,395GrantsOrScholarshipsAmt
Other Expenditures$21,856OtherExpendituresAmt
Administrative Expenses$15,424AdministrativeExpensesAmt
End Year Balance$749,413EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$602,799BeginningYearBalanceAmt
Contributions$78,540ContributionsAmt
Investment Earnings Or Losses$80,354InvestmentEarningsOrLossesAmt
Grants Or Scholarships$30,448GrantsOrScholarshipsAmt
Other Expenditures$22,296OtherExpendituresAmt
Administrative Expenses$15,435AdministrativeExpensesAmt
End Year Balance$693,514EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97170BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.02830TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,927OtherCostOrOtherBasisAmt
Depreciation$1,857DepreciationAmt
Book Value$1,070BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,070TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLUB ADVISED FUNDS$428,287
ASSETS HELD FOR OTHERS$1,178
FieldValueIRS element (for citing)
Total Liability$429,465TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$189,203TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$10,998NetUnrealizedGainsInvstAmt
Revenue Not Reported$10,998RevenueNotReportedAmt
Revenue Subtotal$178,205RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$178,205TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$103,304TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$103,304ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$103,304TotalExpensesPerForm990Amt

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$21,505GrossReceiptsEvent1Amt
Charitable Contri Event1$5,250CharitableContriEvent1Amt
Gross Revenue Event1$16,255GrossRevenueEvent1Amt
Cash Prizes Event1$3,688CashPrizesEvent1Amt
Rent Facility Costs Event1$7,774RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,959FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$714OtherDirectExpensesEvent1Amt
Gross Receipts Total$21,505GrossReceiptsTotalAmt
Charitable Contributions Tot$5,250CharitableContributionsTotAmt
Gross Revenue Total Events$16,255GrossRevenueTotalEventsAmt
Cash Prizes Total Events$3,688CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$7,774RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,959FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$714OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,135DirectExpenseSummaryEventsAmt
Net Income Summary-$880NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
St Mary's School
66 E Williams StreetdelawareOH43015314379557501(C)(3)$5,000playscape
Kiwanis Foundation - Port Clinton(from club advised fund)
411 E 11stPort CLintonOH43452464655815501(C)(3)$16,018to support the charitable activites of the port clinton kiwanis club
National Ambucs Inc Greenebucs CHapter
PO Box 1AlphaOH45301911904359501(C)(3)$44,002Purchase Amtrykes for children and adults in the Ohio District

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 12 scholarships were made during the year from donor advised funds totaling $10,700 to 12 recipients. Another $4,000 of scholarships were paid directly from the Foundation to 2 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 11PROCESS 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 ORGANIZATION'S CURRENT GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY AND CURRENT FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.

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