COMMUNITY FOUNDATION OF UNION COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF UNION COUNTY INC (EIN 31-0628641)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349305467
- Schema version
- 2013v3.1
- 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 | 2014-05-14T13:49:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLBROOK & MANTER INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 PROFESSIONAL PARKWAY | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310628641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF UNION | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9376429618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH MAIN STREET | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE VOLLRATH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9376429618 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN E RAVENCRAFT | PreparerPersonNm |
| PTIN | P00318555 | PTIN |
| Phone | 9376448175 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF UNION COUNT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE VOLLRATH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $610,101 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNIONCOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $965,443 | PYContributionsGrantsAmt |
| CY Contributions Grants | $420,578 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $130,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,099 | PYOtherRevenueAmt |
| CY Other Revenue | $59,189 | CYOtherRevenueAmt |
| PY Total Revenue | $1,177,570 | PYTotalRevenueAmt |
| CY Total Revenue | $610,101 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $797,914 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $425,365 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $87,820 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $91,095 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,748 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,087 | PYOtherExpensesAmt |
| CY Other Expenses | $123,846 | CYOtherExpensesAmt |
| PY Total Expenses | $982,821 | PYTotalExpensesAmt |
| CY Total Expenses | $640,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $194,749 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,942,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,630,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $161,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $189,175 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,780,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,441,630 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $536,652 | ExpenseAmt |
| Grant | $425,365 | GrantAmt |
| Revenue | $420,578 | RevenueAmt |
| Desc | THE FOUNDATION SUPPORTS PROGRAMS AND PROJECTS OF PROMISE THAT ARE RESPONSIVE TO COMMUNITY NEEDS. ITS ASSETS PROVIDE A TYPE OF VENTURE CAPITAL FOR CREATIVE PROBLEM SOLVING AND STRENGTHENING KEY COMMUNITY INSTITUTIONS TO ACCOMPLISH THEIR MISSIONS MORE EFFECTIVELY AND INDEPENDENTLY. | Desc |
| Total Program Service Expenses | $536,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID VOLLRATH | PersonNm |
| Phone | 9376429618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH MAIN STREET | AddressLine1 |
| City | MARYSVILLE | City |
| State | OH | State |
| ZIP Code | 43040 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DAVID VOLLRATH | ||||||
| EXEC. DIRECT | 25.00 | Yes (X) | $44,743 | $0 | $14,617 | |
| SUE DEVINE | ||||||
| FIN DIRECTOR | 18.00 | Yes (X) | $24,219 | $0 | $0 | |
| KEN BOEHM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MITCHELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARDY HANLON-STOLTE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE MAYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD HOFFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARROLL ORMEROID | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARY APPLEGATE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR CHARLOTTE AGNONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY BORN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEB HOCHSTETLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERB RICHARDSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR VICTOR TRIANFO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM COX | ||||||
| VICE CHAIRMA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RON SEIFFERT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR CAROL YOUNG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ALLEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $68,962 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $14,617 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $420,578 | AllOtherContributionsAmt |
| Total Contributions | $420,578 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,334 | TotalRevenueColumnAmt |
| Exclusion | $130,334 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ADMINISTRATIVE FEE INCOME | $57,908 | $57,908 |
| INCOME - OTHER REVENUE | $1,281 | $1,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,189 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $610,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,189 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $130,334 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,093 | TotalAmt |
| Program Services | $306,093 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,272 | TotalAmt |
| Program Services | $119,272 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,962 | TotalAmt |
| Program Services | $65,514 | ProgramServicesAmt |
| Management And General | $3,448 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,069 | TotalAmt |
| Program Services | $1,966 | ProgramServicesAmt |
| Management And General | $103 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,617 | TotalAmt |
| Program Services | $13,886 | ProgramServicesAmt |
| Management And General | $731 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,447 | TotalAmt |
| Program Services | $5,175 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,690 | TotalAmt |
| Management And General | $7,690 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,356 | TotalAmt |
| Program Services | $16,356 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658 | TotalAmt |
| Program Services | $1,658 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,800 | TotalAmt |
| Management And General | $10,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22 | TotalAmt |
| Management And General | $22 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229 | TotalAmt |
| Management And General | $229 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,478 | TotalAmt |
| Program Services | $3,478 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,683 | TotalAmt |
| Program Services | $1,599 | ProgramServicesAmt |
| Management And General | $84 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $57,908 | $57,908 | |
| FUNDRAISING | $8,748 | $8,748 | |
| FIMS SOFTWARE EXPENSES | $8,078 | $8,078 | |
| UTILITIES | $2,034 | $2,034 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,162 | TotalAmt |
| Program Services | $1,655 | ProgramServicesAmt |
| Management And General | $3,507 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,306 | TotalAmt |
| Program Services | $536,652 | ProgramServicesAmt |
| Management And General | $94,906 | ManagementAndGeneralAmt |
| Fundraising | $8,748 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,300 | BOYAmt |
| EOY | $218,305 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,691 | BOYAmt |
| EOY | $1,478,163 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,949 | BOYAmt |
| EOY | $57,581 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,026 | BOYAmt |
| EOY | $73,029 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614 | BOYAmt |
| EOY | $4,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,000 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,400 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978,891 | BOYAmt |
| EOY | $5,622,639 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,377 | BOYAmt |
| EOY | $161,742 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,942,248 | BOYAmt |
| EOY | $7,630,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687 | BOYAmt |
| EOY | $2,175 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,776 | BOYAmt |
| EOY | $187,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,463 | BOYAmt |
| EOY | $189,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,313 | BOYAmt |
| EOY | $1,649,211 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,295 | BOYAmt |
| EOY | $3,984,213 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,177 | BOYAmt |
| EOY | $1,808,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,780,785 | BOYAmt |
| EOY | $7,441,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,942,248 | BOYAmt |
| EOY | $7,630,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,205 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $693,248 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,198 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $553,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,295,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $965,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $420,578 | CurrentTaxYearAmt |
| Total | $4,102,191 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $553,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,295,992 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $965,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $420,578 | CurrentTaxYearAmt |
| Total | $4,102,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,102,191 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $114,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,334 | CurrentTaxYearAmt |
| Total | $577,600 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,189 | CurrentTaxYearAmt |
| Total | $231,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,911,060 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $59,189 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE FEE INCOME 231,269 | ExplanationTxt |
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 | 25 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 56 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $168,558 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $252,020 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $151,575 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $273,790 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,378,358 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $6,063,272 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,488,964 | BeginningYearBalanceAmt |
| Contributions | -$325,880 | ContributionsAmt |
| Investment Earnings Or Losses | $309,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$65,900 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$31,172 | AdministrativeExpensesAmt |
| End Year Balance | $2,375,169 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,305,682 | BeginningYearBalanceAmt |
| Contributions | $90,755 | ContributionsAmt |
| Investment Earnings Or Losses | $184,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$73,015 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$19,094 | AdministrativeExpensesAmt |
| End Year Balance | $2,488,964 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,552,379 | BeginningYearBalanceAmt |
| Contributions | $35,403 | ContributionsAmt |
| Investment Earnings Or Losses | -$201,408 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$62,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$18,692 | AdministrativeExpensesAmt |
| End Year Balance | $2,305,682 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,816,729 | BeginningYearBalanceAmt |
| Contributions | $613,874 | ContributionsAmt |
| Investment Earnings Or Losses | $196,310 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$55,745 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$18,789 | AdministrativeExpensesAmt |
| End Year Balance | $2,552,379 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,488,940 | BeginningYearBalanceAmt |
| Contributions | $97,818 | ContributionsAmt |
| Investment Earnings Or Losses | $309,370 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$62,670 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$16,639 | AdministrativeExpensesAmt |
| End Year Balance | $1,816,729 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $15,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $15,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARIT. ANNUITIES & REMAINDER TRUSTS | Desc |
| Amt | $187,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,303,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $693,248 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $693,248 | RevenueNotReportedAmt |
| Revenue Subtotal | $610,101 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $610,101 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $642,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,198 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $640,306 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $640,306 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XII, LINE 2D | FormAndLineReferenceDesc |
| Explanation | CHANGE IN VALUE - SPLIT INTEREST 2,198 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| UNION COUNTY SENIOR SERVICES | ||||||
| 18000 SR 4 | MARYSVILLE | OH | 43040 | 316400087 | 501C3 | $11,554 |
| NEW DOVER UNITED METHODIST CHURCH | ||||||
| 16637 CHURCH STREET | MARYSVILLE | OH | 43040 | 311123068 | 501C3 | $9,218 |
| PHARISBURG UNITED METHODIST CHURCH | ||||||
| 12629 SR 347 | MARYSVILLE | OH | 43040 | 943071861 | 501C3 | $15,000 |
| HOCHSTETLER BUILDINGS | ||||||
| 7297 MEMORIAL DRIVE | PLAIN CITY | OH | 43064 | 311120077 | $73,386 | |
| TRINITY LUTHERAN SCHOOL | ||||||
| 220 SOUTH WALNUT STREET | MARYSVILLE | OH | 43040 | 314414097 | 501C3 | $6,600 |
| BIG BROTHERS BIG SISTERS | ||||||
| 940 LONDON AVENUE SUITE C | MARYSVILLE | OH | 43040 | 314379429 | 501C3 | $10,000 |
| TARTAN FIELDS GOLF CLUB | ||||||
| 8070 TARTAN FIELDS DR | DUBLIN | OH | 43017 | 311512811 | $17,761 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS < 5,000 | GrantTypeTxt |
| Recipient | 108 | RecipientCnt |
| Cash Grant | $119,272 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH. |
| FORM 990, PAGE 6, PART VI, LINE 11B | INFORMATION IS COMPARED TO YEAR END FINANCIAL REPORTS AND REVIEWED FOR ACCURACY BY FOUNDATION EMPLOYEE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | FORMS ARE DISTRIBUTED AT ANNUAL MEETING AND CHANGES OF JOB DUTIES OR EMPLOYERS PROMPTS A REVISITING OF CONFLICT ISSUES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR RAISES HAVE BASICALLY BEEN COST OF LIVING. ANNUAL REVIEWS ARE CONDUCTED AND THOUGHT IS GIVEN TO WAGES BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS ARE IN ANNUAL REPORT AND ON WEBSITE, OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE - SPLIT INTEREST -2,198 |
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