NEW ALBANY COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEW ALBANY COMMUNITY FOUNDATION (EIN 31-1409264)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-10
- IRS object ID
- 201300109349300240
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-10T14:11:14-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314419361 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST BROAD STREET | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311409264 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW ALBANY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWA | NameControl |
| Phone | 6149398150 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MARKET STREET NO 205 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J CRAIG MOHRE | Name |
| Title | PRESIDENT | Title |
| Phone | 6149398150 | Phone |
| Date Signed | 2013-01-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TJ CONGER CPA | Name |
| PTIN | P00068140 | PTIN |
| Phone | 6142242164 | Phone |
| Date Prepared | 2012-12-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J CRAIG MOHRE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 MARKET STREET NO 205 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1340756 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NEWALBANYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL OF ITS CITIZENS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2945457 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1283869 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 110 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2991567 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1330901 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 294251 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 352299 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 153012 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 172506 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 176530 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 236824 | OtherExpensePriorYear |
| Other Expenses Current Year | 493979 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 684087 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1018784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2307480 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 312117 | RevenuesLessExpensesCY |
| Total Assets BOY | 9000045 | TotalAssetsBOY |
| Total Assets EOY | 9079301 | TotalAssetsEOY |
| Total Liabilities BOY | 216134 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 216322 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8783911 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8862979 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 201126 | Expense |
| Grants | 152499 | Grants |
| Description | EDUCATION | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 263508 | Expense |
| Grants | 199800 | Grants |
| Description | ARTS AND HUMANITIES | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 291938 | Expense |
| Grants | 0 | Grants |
| Revenue | 47000 | Revenue |
| Description | THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES SUCH AS THE LIBRARY BOOK COLLECTION, THE JEANNE B. MCCOY COMMUNITY CENTER FOR THE ARTS AND A MYRIAD OF OTHER ENRICHING PROGRAMS. LAST FALL, MORE THAN 470 GUESTS ATTENDED THIS EVENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 756572 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLUMBUS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6142514000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 EAST BROAD STREET | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43205 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CINDY HILSHEIMER | ||||||
| BOARD CHAIR | 3.00 | X | X | 0 | 0 | 0 |
| MICHAEL DEASCENTIS JR | ||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 |
| IRA SHARFIN | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| PATTI STEINOUR | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| WILLIAM G EBBING | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RICH RAMSEY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SCOTT BRACALE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| YAROMIR STEINER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MERVIN DUNN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN RAMSDEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KIRT WALKER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PHIL HEIT PHD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DENNIS WELCH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| J CRAIG MOHRE | ||||||
| PRESIDENT | 50.00 | X | 116347 | 0 | 5653 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 116347 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5653 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1283869 | AllOtherContributions |
| Noncash Contributions | 9855 | NoncashContributions |
| Total Contributions | 1283869 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REMARKABLE EVENING PRO | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 47000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173 | TotalRevenueColumn |
| Exclusion | $173 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9714 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9855 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -141 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -141 | TotalRevenueColumn |
| Exclusion | -$141 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1330901 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $32 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352299 | Total |
| Program Services | 352299 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133962 | Total |
| Program Services | 46887 | ProgramServices |
| Management And General | 13396 | ManagementAndGeneral |
| Fundraising | 73679 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25347 | Total |
| Program Services | 8871 | ProgramServices |
| Management And General | 2535 | ManagementAndGeneral |
| Fundraising | 13941 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014 | Total |
| Program Services | 355 | ProgramServices |
| Management And General | 101 | ManagementAndGeneral |
| Fundraising | 558 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12183 | Total |
| Program Services | 4264 | ProgramServices |
| Management And General | 1219 | ManagementAndGeneral |
| Fundraising | 6700 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13451 | Total |
| Program Services | 4708 | ProgramServices |
| Management And General | 1345 | ManagementAndGeneral |
| Fundraising | 7398 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1885 | Total |
| Program Services | 660 | ProgramServices |
| Management And General | 188 | ManagementAndGeneral |
| Fundraising | 1037 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82760 | Total |
| Program Services | 28966 | ProgramServices |
| Management And General | 8276 | ManagementAndGeneral |
| Fundraising | 45518 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16334 | Total |
| Program Services | 5231 | ProgramServices |
| Management And General | 2881 | ManagementAndGeneral |
| Fundraising | 8222 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24989 | Total |
| Program Services | 8746 | ProgramServices |
| Management And General | 2498 | ManagementAndGeneral |
| Fundraising | 13745 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5702 | Total |
| Program Services | 1996 | ProgramServices |
| Management And General | 570 | ManagementAndGeneral |
| Fundraising | 3136 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2304 | Total |
| Management And General | 2304 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4678 | Total |
| Program Services | 1637 | ProgramServices |
| Management And General | 468 | ManagementAndGeneral |
| Fundraising | 2573 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL PROGRAM EVENTS | 291938 | 291938 | ||
| PLEDGE WRITE-OFF | 43750 | 43750 | ||
| MISCELLANEOUS | 6188 | 14 | 6151 | 23 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018784 | Total |
| Program Services | 756572 | ProgramServices |
| Management And General | 85682 | ManagementAndGeneral |
| Fundraising | 176530 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114106 | BOY |
| EOY | 117558 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961562 | BOY |
| EOY | 694031 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44469 | BOY |
| EOY | 110225 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37969 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15777 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13452 | BOY |
| EOY | 22192 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7866456 | BOY |
| EOY | 8135295 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000045 | BOY |
| EOY | 9079301 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13415 | BOY |
| EOY | 38924 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202719 | BOY |
| EOY | 177398 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216134 | BOY |
| EOY | 216322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7638959 | BOY |
| EOY | 7988578 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1144952 | BOY |
| EOY | 874401 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8783911 | BOY |
| EOY | 8862979 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000045 | BOY |
| EOY | 9079301 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 312117 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -233049 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1367953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 759080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 578479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2945457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1304205 | CurrentTaxYear |
| Total | 6955174 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1367953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 759080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 578479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2945457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1304205 | CurrentTaxYear |
| Total | 6955174 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1171069 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5784105 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20603 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 575 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173 | CurrentTaxYear |
| Total | 30842 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6986016 | TotalSupport |
| Gross Receipts From Admissions Etc | 164000 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82800 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9707 | OtherCostOrOtherBasis |
| Depreciation | 8152 | Depreciation |
| Book Value | 1555 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28262 | OtherCostOrOtherBasis |
| Depreciation | 7625 | Depreciation |
| Book Value | 20637 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22192 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENFICIAL INTEREST IN ASSETS HELD BY OTHERS | Description |
| Book Value | 8135295 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8135295 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS | Description |
| Amount | $177,398 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 177398 | TotalOfAmounts |
| Total Revenue | 1330901 | TotalRevenue |
| Total Expenses | 1018784 | TotalExpenses |
| Excess Or Deficit For Year | 312117 | ExcessOrDeficitForYear |
| Other | -$233,049 | OtherAmount |
| Total Adjustments | -233049 | TotalAdjustments |
| Excess Or Deficit Per FS | 79068 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1110817 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 12965 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -233049 | OtherRevenues |
| Revenue Not Rptd F990 | -220084 | RevenueNotRptdF990 |
| Revenue Subtotal | 1330901 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1330901 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1031749 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 12965 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 12965 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1018784 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1018784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS FREE FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS -235,049. GRANT REFUND 2,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -233,049. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS -235,049. GRANT REFUND 2,000. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| COLUMBUS AND CENTRAL OHIO CHILDREN'S CHORUS FOUNDATION | |||||||
| 760 EAST BROAD STREET | COLUMBUS | OH | 43205 | 311455959 | 501C3 | 800 | ARTS AND HUMANITIES |
| COLUMBUS METROPOLITAN LIBRARY | |||||||
| 96 SOUTH GRANT AVENUE | COLUMBUS | OH | 43215 | 316401170 | 501C3 | 5000 | ARTS AND HUMANITIES |
| HEALTHY NEW ALBANY | |||||||
| 4000 BAUGHMAN GRANT | NEW ALBANY | OH | 43054 | 203840246 | 501C3 | 1500 | ARTS AND HUMANITIES |
| JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP | |||||||
| PO BOX 508 | NEW ALBANY | OH | 43054 | 260388623 | 501C3 | 50000 | ARTS AND HUMANITIES |
| JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP | |||||||
| PO BOX 508 | NEW ALBANY | OH | 43054 | 260388623 | 501C3 | 50000 | ARTS AND HUMANITIES |
| JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP | |||||||
| PO BOX 508 | NEW ALBANY | OH | 43054 | 260388623 | 501C3 | 50000 | ARTS AND HUMANITIES |
| JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP | |||||||
| PO BOX 508 | NEW ALBANY | OH | 43054 | 260388623 | 501C3 | 2500 | ARTS AND HUMANITIES |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO | |||||||
| 68 E 2ND AVENUE | COLUMBUS | OH | 43201 | 841267604 | 501C3 | 15000 | ARTS AND HUMANITIES |
| MIAMI UNIVERSITY | |||||||
| 301 S CAMPUS AVENUE | OXFORD | OH | 45056 | 316402089 | 501C3 | 1000 | EDUCATION |
| MUSKINGUM UNIVERSITY | |||||||
| 163 STORMONT STREET | NEW CONCORD | OH | 43762 | 314379515 | 501C3 | 1000 | EDUCATION |
| NEW ALBANY ARTS COUNCIL | |||||||
| PO BOX 151 | NEW ALBANY | OH | 43054 | 311406682 | 501C3 | 10000 | ARTS AND HUMANITIES |
| NEW ALBANY CHILDREN'S BALLET THEATRE | |||||||
| 5051 FOREST DRIVE | NEW ALBANY | OH | 43054 | 571162982 | 501C3 | 5000 | ARTS AND HUMANITIES |
| NEW ALBANY SYMPHONY ORCHESTRA | |||||||
| PO BOX 332 | NEW ALBANY | OH | 43054 | 510657626 | 501C3 | 10000 | ARTS AND HUMANITIES |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 10000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 20000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 50000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 7000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 7500 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 15000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 7034 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 7500 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 7500 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 4000 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 3965 | EDUCATION |
| NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT | |||||||
| 55 NORTH HIGH STREET | NEW ALBANY | OH | 43054 | 316400868 | 501C3 | 500 | EDUCATION |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 203 PEELE HALL | RALEIGH | NC | 27695 | 566000756 | 501C3 | 2000 | EDUCATION |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | 041843040 | 501C3 | 2000 | EDUCATION |
| THE OHIO STATE UNIVERSITY | |||||||
| 154 W 2ND | COLUMBUS | OH | 43210 | 311145986 | 501C3 | 2000 | EDUCATION |
| THE OHIO STATE UNIVERSITY | |||||||
| 154 W 2ND | COLUMBUS | OH | 43210 | 311145986 | 501C3 | 2000 | EDUCATION |
| UNIVERSITY OF PENNSYLVANIA STUDENT FINANCIAL SERVICES | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501C3 | 2000 | EDUCATION |
| VILLAGE OF NEW ALBANY | |||||||
| PO BOX 188 | NEW ALBANY | OH | 43054 | 310649470 | 501C3 | 500 | EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 16 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANT WITH OVERSIGHT OF DISTRIBUTIONS. AN INDEPENDENT AUDIT OF THE APPLICANTS GRANT AND INVESTMENT ACTIVITIES WILL BE PERFORMED EACH YEAR. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH AND INFORMATION ON COMMUNITY NEEDS TO AID IN SELECTION OF GRANT RECIPIENT ORGANIZATIONS. THE COLUMBUS FOUNDATION WILL VERIFY POTENTIAL GRANTEES CHARITABLE STATUS, AS WELL AS PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH ON THE POTENTIAL GRANTEES ORGANIZATIONAL AND PROGRAM ACTIVITIES. THE APPLICANTS BOARD OF DIRECTORS THEN WILL SELECT APPROPRIATE GRANT RECIPIENT ORGANIZATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THIS 990 WAS REVIEWED BY THE BOARD BY CONFERENCE CALL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST AND ETHICS POLICY IS MONITORED ANNUALLY. MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE INDEPENDENT BOARD. THE PROCESS INCLUDES AN ANALYSIS OF COMPARABLE DATA OBTAINED FROM SOURCES SUCH AS THE COUNCIL ON FOUNDATIONS AND OHIO GRANTMAKERS. THE BOARD VOTES ON RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. THE COLUMBUS FOUNDATION ASSISTS THE ORGANIZATION IN ITS OPERATIONS INCLUDING THE PROCESSING OF BOARD APPROVED SALARY CHANGES. THE BOARD DISCUSSIONS AND DECISIONS REGARDING THE COMPENSATION AND ADJUSTMENTS ARE SUBSTANTIATED IN THE BOARD MEETING MINUTES. THERE ARE NO KEY EMPLOYEES ON THE BOARD AND IT DOES NOT COMPENSATE ANY BOARD OFFICERS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORMS 990 IS AVAILABLE ON ANOTHER'S WEBSITE: WWW.GUIDESTAR.ORG | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES AVAILABLE UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS -235,049. GRANT REFUND 2,000. TOTAL TO FORM 990, PART XI, LINE 5: -233,049. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, SECTION XII, LINE 2C | THE FINANCE COMMITTEE OF THE NEW ALBANY COMMUNITY FOUNDATION REVIEWS THE AUDIT EACH YEAR AND SELECTION OF THE INEDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. | PROCESS FOR OVERSEEING AUDIT |
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