THE NORTHERN CINCINNATI FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE NORTHERN CINCINNATI FOUNDATION (EIN 31-1661966)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-22
- IRS object ID
- 201301159349300915
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-03-22T13:31:55-04:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310871352 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOVER AND ROBERTS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 N BARRON ST | AddressLine1 |
| City | Eaton | City |
| State | OH | State |
| ZIP Code | 45320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311661966 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF WEST CHESTERLIBERTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 UNION CENTRE DRIVE | AddressLine1 |
| City | WEST CHESTER | City |
| State | OH | State |
| ZIP Code | 45069 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATTI ALDERSON | Name |
| Title | PRESIDENTCEO | Title |
| Phone | 5138745450 | Phone |
| Date Signed | 2013-03-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY A BROWNING | Name |
| PTIN | P00309358 | PTIN |
| Phone | 9374564113 | Phone |
| Date Prepared | 2013-03-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATTI ALDERSON | NameOfPrincipalOfficerPerson |
| Gross Receipts | 2561854 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WCLFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE COMMUNITY FOUNDATION IS TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1151737 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2092168 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 51890 | InvestmentIncomePriorYear |
| Investment Income Current Year | 189151 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 226073 | OtherRevenuePriorYear |
| Other Revenue Current Year | 211949 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1429700 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2493268 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 402687 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 414079 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 163621 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 164935 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 205903 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 208584 | OtherExpensePriorYear |
| Other Expenses Current Year | 292762 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 774892 | TotalExpensesPriorYear |
| Total Expenses Current Year | 871776 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 654808 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1621492 | RevenuesLessExpensesCY |
| Total Assets BOY | 7120505 | TotalAssetsBOY |
| Total Assets EOY | 9173587 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7120505 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9173587 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COMMUNITY FOUNDATION IS TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 561070 | Expense |
| Grants | 414079 | Grants |
| Description | SUPPLY GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE WEST CHESTER/LIBERTY AREAS TO PROMOTE COMMUNITY SUPPORT | Description |
| Total Program Service Expense | 561070 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NANCY FISTER | NamePerson |
| Telephone Number | 5138745450 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5641 UNION CENTRE DRIVE | AddressLine1 |
| City | WEST CHESTER | City |
| State | OH | State |
| ZIP Code | 45069 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BILL SCHUMACKER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| BOB HUTSENPILLER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CRAIG HUDSON | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| DAN ORNER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DAN WINTERHALTER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DAN ZIEVERINK | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DEBORAH BOEHNER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| GAIL JACKSON MILLER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| HELEN FRANZ-LEVAY | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| IAN MURRAY | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JANELLE LEE | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JOHN SHAFFNER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JULIE WHITE | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KAREN CARNAHAN | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KAREN ROLCIK | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KEITH KLINE | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KELLY BRAMEL | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| LINDSAY WISEMAN | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARTY DAVIS | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| PATTI ALDERSON | ||||||
| PRESIDENTCEO | 20.00 | X | 0 | 0 | 0 | X |
| RICK PRINZ | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| SANDY BRUESHABER | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| SUSAN MORGAN | ||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X |
| TED HAGLAGE | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| TIM KELLY | ||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |
| NANCY FISTER | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | 50650 | 0 | 1679 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 50650 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1679 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 2092168 | AllOtherContributions |
| Total Contributions | 2092168 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136312 | TotalRevenueColumn |
| Related Or Exempt Function Income | 136312 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 52839 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 52839 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52839 | TotalRevenueColumn |
| Related Or Exempt Function Income | 52839 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 280535 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 68586 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211949 | TotalRevenueColumn |
| Exclusion | $211,949 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2493268 | TotalRevenueColumn |
| Related Or Exempt Function Income | 189151 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $211,949 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296073 | Total |
| Program Services | 296073 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118006 | Total |
| Program Services | 118006 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50650 | Total |
| Program Services | 30390 | ProgramServices |
| Management And General | 20260 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97930 | Total |
| Program Services | 39172 | ProgramServices |
| Management And General | 33577 | ManagementAndGeneral |
| Fundraising | 25181 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4578 | Total |
| Program Services | 2143 | ProgramServices |
| Management And General | 1659 | ManagementAndGeneral |
| Fundraising | 776 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11777 | Total |
| Program Services | 5514 | ProgramServices |
| Management And General | 4267 | ManagementAndGeneral |
| Fundraising | 1996 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24007 | Total |
| Management And General | 24007 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9660 | Total |
| Fundraising | 9660 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14343 | Total |
| Management And General | 14343 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51149 | Total |
| Program Services | 40919 | ProgramServices |
| Management And General | 5115 | ManagementAndGeneral |
| Fundraising | 5115 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15054 | Total |
| Program Services | 15054 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2819 | Total |
| Program Services | 846 | ProgramServices |
| Management And General | 564 | ManagementAndGeneral |
| Fundraising | 1409 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|
| FUNDRAISING COSTS | 159239 | 159239 | |
| PRINTING AND PUBLICATIONS | 8936 | 8936 | |
| DUES AND SUBSCRIPTIONS | 1815 | 1815 | |
| MISCELLANEOUS | 686 | 686 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5054 | Total |
| Program Services | 1516 | ProgramServices |
| Management And General | 1011 | ManagementAndGeneral |
| Fundraising | 2527 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871776 | Total |
| Program Services | 561070 | ProgramServices |
| Management And General | 104803 | ManagementAndGeneral |
| Fundraising | 205903 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241320 | BOY |
| EOY | 345463 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417261 | BOY |
| EOY | 312333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32498 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32498 | LandBldgEquipmentAccumDeprec |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6461924 | BOY |
| EOY | 8515791 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7120505 | BOY |
| EOY | 9173587 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638532 | BOY |
| EOY | 3980353 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647228 | BOY |
| EOY | 2083525 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2834745 | BOY |
| EOY | 3109709 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7120505 | BOY |
| EOY | 9173587 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7120505 | BOY |
| EOY | 9173587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1621492 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 431590 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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 | 872487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 804808 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2092168 | CurrentTaxYear |
| Total | 5722104 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 872487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 804808 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 800904 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151737 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2092168 | CurrentTaxYear |
| Total | 5722104 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 922028 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4800076 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92096 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102111 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106073 | CurrentTaxYearMinus1Year |
| Current Tax Year | 136312 | CurrentTaxYear |
| Total | 575206 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 172982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -105275 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 171889 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264788 | CurrentTaxYear |
| Total | 551266 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6848576 | TotalSupport |
| Public Support Pertcentage170 | 0.70090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80100 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 54 | NumberDAFsHeld |
| Number Funds Held | 123 | NumberFundsHeld |
| Donor Advised Contributions | 1319022 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 773146 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 71755 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 342324 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 2659749 | AggregateDAFValue |
| Aggregate Fund Value | 6201505 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6365760 | BeginningOfYearBalance |
| Contributions | 2185604 | Contributions |
| Investment Earnings Or Losses | 610860 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 562589 | GrantsOrScholarships |
| Other Expenditures | 114800 | OtherExpenditures |
| Administrative Expenses | 74785 | AdministrativeExpenses |
| End Of Year Balance | 8410050 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5956719 | BeginningOfYearBalance |
| Contributions | 1193650 | Contributions |
| Investment Earnings Or Losses | -33353 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 572399 | GrantsOrScholarships |
| Other Expenditures | 112740 | OtherExpenditures |
| Administrative Expenses | 66117 | AdministrativeExpenses |
| End Of Year Balance | 6365760 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5229714 | BeginningOfYearBalance |
| Contributions | 779027 | Contributions |
| Investment Earnings Or Losses | 566513 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 362820 | GrantsOrScholarships |
| Other Expenditures | 199114 | OtherExpenditures |
| Administrative Expenses | 56601 | AdministrativeExpenses |
| End Of Year Balance | 5956719 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4225761 | BeginningOfYearBalance |
| Contributions | 873793 | Contributions |
| Investment Earnings Or Losses | 791558 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 495527 | GrantsOrScholarships |
| Other Expenditures | 113956 | OtherExpenditures |
| Administrative Expenses | 51915 | AdministrativeExpenses |
| End Of Year Balance | 5229714 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32498 | OtherCostOrOtherBasis |
| Depreciation | 32498 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 2924858 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 431590 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 431590 | RevenueNotRptdF990 |
| Revenue Subtotal | 2493268 | RevenueSubtotal |
| Total Revenue Per Form990 | 2493268 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 871776 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 871776 | ExpensesSubtotal |
| Total Expenses Per Form990 | 871776 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KEY EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 181560 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 181560 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6142 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7057 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 26487 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 94675 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 94675 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10230 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6536 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 10299 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 4300 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 4300 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 1835 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 280535 | GrossReceiptsTotal |
| Gross Revenue Total Events | 280535 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6142 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17287 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6536 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 38621 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 68586 | DirectExpenseSummaryEvents |
| Net Income Summary | 211949 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ST SUSANNA CATHOLIC CHURCH | |||||||
| 616 READING ROAD | MASON | OH | 45040 | 310537156 | 501C3 | 5000 | OPER SUPPORT |
| HEALTHY VISIONS | |||||||
| 9990 ZIG ZAG ROAD | CINCINNATI | OH | 45242 | 311182425 | 501C3 | 5000 | SAFE TEENS |
| PEOPLE WORKING COOPERATIVELY | |||||||
| 4612 PADDOCK ROAD | CINCINNATI | OH | 45229 | 310859104 | 501C3 | 5000 | OPER SUPPORT |
| SELF | |||||||
| P O BOX 1322 | HAMILTON | OH | 45012 | 311445223 | 501C3 | 5000 | PROJ 2 EMPOW |
| AXIS TEEN CENTERS | |||||||
| 7568 WYANDOT LANE | MIDDLETOWN | OH | 45044 | 261438129 | 501C3 | 5550 | COMM SERVICE |
| COMPANIONS ON A JOURNEY GRIEF | |||||||
| 5475 CREEK BEND DRIVE | WEST CHESTER | OH | 45069 | 770675357 | 501C3 | 8000 | GRIEF SUPPOR |
| AMERICAN HERITAGE GIRLS INC | |||||||
| 175 TRI-COUNTY PKWY | CINCINNATI | OH | 45246 | 311443814 | 501C3 | 12000 | OPER SUPPORT |
| UC FOUNDATION | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | 310896555 | 501C3 | 17500 | CANCER RESCH |
| LAKOTA FIELDS | |||||||
| C0 5641 UNION CENTRE DRIVE | WEST CHESTER | OH | 45069 | 311661966 | 501C3 | 20000 | STADIUM |
| KIDS 2 KAMP | |||||||
| CO 5641 UNION CENTRE DRIVE | WEST CHESTER | OH | 45069 | 311661966 | 501C3 | 33930 | KIDS CAMP |
| LAKOTA CENTRAL OFFICE | |||||||
| 5572 PRINCETON ROAD | HAMILTON | OH | 45011 | 316000897 | SCHOOL | 6275 | AWARDSPROGR |
| PROGRESSIVE ANIMALS WELFARE SO | |||||||
| PO BOX 684 | MIDDLETOWN | OH | 45042 | 311000756 | 501C3 | 7500 | PROG SUPPORT |
| REACH OUT LAKOTA | |||||||
| PO BOX 362 | WEST CHESTER | OH | 45069 | 311356940 | 501C3 | 15750 | OPER SUPPORT |
| URSULINE ACADEMY | |||||||
| 5535 PFEIFFER ROAD | CINCINNATI | OH | 45242 | 310538555 | 501C3 | 6750 | SCHOLARSHIPS |
| WEST CHESTER PARKS | |||||||
| 9113 CINCINNATI DAYTON | WEST CHESTER | OH | 45069 | 316010106 | 501C3 | 17472 | CONCERTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| INDIVIDUAL GRANTS LESS THAN 5000 | 38 | 47936 |
| INDIV SCHLORSHIPS | 39 | 70070 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I1 | Identifier |
| Return Reference | Monitoring procedures Part I line 2 | ReturnReference |
| Explanation | GRANTS ARE APPROVED BY A COMMITTEE, OR BY THE VICE PRESIDENT, DONOR SERVICES. NO CHECKS FOR GRANTS ARE ISSUED WITH OUT WRITTEN APPROVAL OR SIGNED CHECK REQUESTS. ACCOUNTS ARE RECONCILED MONTHLY. THE COMMITTEE CHAIR PRESENTS REPORTS TO THE BOARD AT EACH MEETING FOR THE BOARD APPROVAL. SEMI-ANNUAL FUND STATEMENTS ARE MAILED TO FUND HOLDERS DETAILING ALL ACTIVIY FOR THAT PERIOD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Officer directors etc family relationship Part VI line 2 | THE FOUNDATION LEASES OFFICE SPACE FROM ALDERSON PROPERTIES OWNED BY BOARD PRESIDENT9S FAMILY |
| O02 | Committee meeting documentation Part VI line 8b | BOARD COMMITTEES MUST HAVE ACTIONS APPROVED BY THE GENERAL BOARD AND ACTIONS ARE RECORDED IN THE REGULAR BOARD MEETING MINUTES. |
| O03 | Form 990 governing body review Part VI line 11 | FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| O04 | Conflict of interest policy compliance Part VI line 12c | THE FOUNDATION REQUIRES BOARD MEMBERS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND TO REPORT ANY CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. BOARD MEMBERS WITH A CONFLICT OF INTEREST ARISING DURING THE YEAR REPORT THE CONFLICT AND OBSTAIN FROM DISCUSSIONS AND VOTES CONCERNING THE CONFLICT OF INTEREST. |
| O05 | CEO executive director top management comp Part VI line 15a | THE BOARD PERFORMS AN ANNUAL REVIEW FOR EMPLOYEES WHICH INCLUDES A SALARY EVALUATION. WHEN SETTING COMPENSATION , THE BOARD REVIEWS AVAILABLE INDUSTRY INFORMATION AND SURVEYS NOT-FOR-PROFIT AGENCIES SIMILAR IN SIZE AND OPERATION IN SOUTH WESTERN OHIO. |
| O06 | Other officer or key employee compensation Part VI line 15b | THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW WHICH INCLUDES A SALARY EVALUATION. |
| O07 | Governing documents etc available to public Part VI line 19 | THE FOUNDATION9S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE 990, FINANCIAL STATEMENTS AND FOUNDATION POLICIES ARE AVAILABLE UPON REQUEST AND ARE ALSO POSTED TO THE FOUNDATION9S WEBSITE. |
| O08 | Explanation of other changes in net assets or fund balances Part XI line 9 | THE FOUNDATION HAD AN UREALIZED GAIN ON INVESTMENTS. |
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