THE COMMUNITY FOUNDATION OF SHELBY COUNTY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMUNITY FOUNDATION OF SHELBY COUNTY (EIN 34-6565194)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201222289349301537
- 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 | 2012-08-15T11:14:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCRATE DELAET & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 453650339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565194 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF | BusinessNameLine1 |
| Business Name Line2 | SHELBY COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 9374977800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVENUE SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIAN SPICER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9374977800 | Phone |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD C GOETTEMOELLER | Name |
| Phone | 9374923161 | Phone |
| Date Prepared | 2012-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARIAN SPICER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MAIN AVE SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1268904 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COMMFOUN.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1952 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 748167 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 701361 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 495281 | InvestmentIncomePriorYear |
| Investment Income Current Year | 347545 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 181857 | OtherRevenuePriorYear |
| Other Revenue Current Year | 197380 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1425305 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1246286 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 693620 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 679494 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 122577 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 123383 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27694 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 74081 | OtherExpensePriorYear |
| Other Expenses Current Year | 86543 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 890278 | TotalExpensesPriorYear |
| Total Expenses Current Year | 889420 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 535027 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 356866 | RevenuesLessExpensesCY |
| Total Assets BOY | 13484848 | TotalAssetsBOY |
| Total Assets EOY | 14147648 | TotalAssetsEOY |
| Total Liabilities BOY | 123124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1373025 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13361724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12774623 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION'S MISSION STATEMENT IS TO CULTIVATE, ADMINISTER, AND DISTRIBUTE LEGACY GIFTS FOR THE BENEFIT OF THE COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 474394 | Expense |
| Grants | 376258 | Grants |
| Description | SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 197711 | Expense |
| Grants | 197711 | Grants |
| Description | SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 105525 | Expense |
| Grants | 105525 | Grants |
| Description | SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 777630 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| 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 | true | 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 | false | 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 | true | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARIAN SPICER | NamePerson |
| Telephone Number | 9374977800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COURTVIEW CENTER SUITE 202 | AddressLine1 |
| City | SIDNEY | City |
| State | OH | State |
| ZIP Code | 45365 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW D COUNTS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| CAROL BENNETT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BRUCE D BOYD | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DANIEL A BENSMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JUDITH WESTERHEIDE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KENNETH J MONNIER | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| KEITH DANIEL | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| MARTHA MILLIGAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PRISCILLA WILT | ||||||
| VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 701361 | AllOtherContributions |
| Noncash Contributions | 169667 | NoncashContributions |
| Total Contributions | 701361 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268654 | TotalRevenueColumn |
| Exclusion | $268,654 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14017 | Securities |
| Other | 87492 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22618 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8601 | Securities |
| Other | 87492 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78891 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78891 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY MGMT FEES | Description |
| Total Revenue Column | 197380 | TotalRevenueColumn |
| Related Or Exempt Function Income | 197380 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 197380 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1246286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 276271 | RelatedOrExemptFunctionIncome |
| Exclusion | $268,654 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 555048 | Total |
| Program Services | 555048 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124446 | Total |
| Program Services | 124446 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114301 | Total |
| Program Services | 65152 | ProgramServices |
| Management And General | 30861 | ManagementAndGeneral |
| Fundraising | 18288 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294 | Total |
| Program Services | 168 | ProgramServices |
| Management And General | 79 | ManagementAndGeneral |
| Fundraising | 47 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8788 | Total |
| Program Services | 5009 | ProgramServices |
| Management And General | 2373 | ManagementAndGeneral |
| Fundraising | 1406 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3461 | Total |
| Management And General | 3461 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14550 | Total |
| Management And General | 14550 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19858 | Total |
| Management And General | 19858 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11512 | Total |
| Program Services | 6577 | ProgramServices |
| Management And General | 3054 | ManagementAndGeneral |
| Fundraising | 1881 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2669 | Total |
| Program Services | 1525 | ProgramServices |
| Management And General | 708 | ManagementAndGeneral |
| Fundraising | 436 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE | Description |
| Total | 34493 | Total |
| Program Services | 19705 | ProgramServices |
| Management And General | 9152 | ManagementAndGeneral |
| Fundraising | 5636 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889420 | Total |
| Program Services | 777630 | ProgramServices |
| Management And General | 84096 | ManagementAndGeneral |
| Fundraising | 27694 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1642 | BOY |
| EOY | 15421 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3031689 | BOY |
| EOY | 2941692 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56089 | BOY |
| EOY | 673885 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272 | BOY |
| EOY | 272 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64 | BOY |
| EOY | 64 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 141928 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 59545 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81882 | BOY |
| EOY | 82383 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10313210 | BOY |
| EOY | 10433931 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13484848 | BOY |
| EOY | 14147648 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123124 | BOY |
| EOY | 120305 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1252720 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123124 | BOY |
| EOY | 1373025 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512822 | BOY |
| EOY | 355662 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7408206 | BOY |
| EOY | 6805403 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5440696 | BOY |
| EOY | 5613558 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13361724 | BOY |
| EOY | 12774623 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13484848 | BOY |
| EOY | 14147648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 356866 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -943967 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 1715190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1671017 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1149460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 821941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 701361 | CurrentTaxYear |
| Total | 6058969 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1715190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1671017 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1149460 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 821941 | CurrentTaxYearMinus1Year |
| Current Tax Year | 701361 | CurrentTaxYear |
| Total | 6058969 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6058969 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 403154 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 501653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 198648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 381392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 268654 | CurrentTaxYear |
| Total | 1753501 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7812470 | TotalSupport |
| Gross Receipts From Admissions Etc | 197380 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77560 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77300 | 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 | 38 | NumberDAFsHeld |
| Number Funds Held | 76 | NumberFundsHeld |
| Donor Advised Contributions | 185560 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 515801 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 221867 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 457627 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 4716838 | AggregateDAFValue |
| Aggregate Fund Value | 9307505 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11220592 | BeginningOfYearBalance |
| Contributions | 436930 | Contributions |
| Investment Earnings Or Losses | -311223 | InvestmentEarningsOrLosses |
| Other Expenditures | -490427 | OtherExpenditures |
| End Of Year Balance | 10855872 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9586396 | BeginningOfYearBalance |
| Contributions | 447214 | Contributions |
| Investment Earnings Or Losses | 1149821 | InvestmentEarningsOrLosses |
| Other Expenditures | 37161 | OtherExpenditures |
| End Of Year Balance | 11220592 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8528128 | BeginningOfYearBalance |
| Contributions | 1233525 | Contributions |
| Investment Earnings Or Losses | 1129484 | InvestmentEarningsOrLosses |
| Other Expenditures | -1304741 | OtherExpenditures |
| End Of Year Balance | 9586396 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9866495 | BeginningOfYearBalance |
| Contributions | 1032006 | Contributions |
| Investment Earnings Or Losses | -1843384 | InvestmentEarningsOrLosses |
| Other Expenditures | -526989 | OtherExpenditures |
| End Of Year Balance | 8528128 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.50160 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.49840 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104668 | OtherCostOrOtherBasis |
| Depreciation | 25404 | Depreciation |
| Book Value | 79264 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37260 | OtherCostOrOtherBasis |
| Depreciation | 34141 | Depreciation |
| Book Value | 3119 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 82383 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD IN TRUST | Description |
| Amount | $1,252,720 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1252720 | TotalOfAmounts |
| Total Revenue | 1246286 | TotalRevenue |
| Total Expenses | 889420 | TotalExpenses |
| Excess Or Deficit For Year | 356866 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -468292 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -468292 | TotalAdjustments |
| Excess Or Deficit Per FS | -111426 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 777994 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -468292 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -468292 | RevenueNotRptdF990 |
| Revenue Subtotal | 1246286 | RevenueSubtotal |
| Total Revenue Per Form990 | 1246286 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 889420 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 889420 | ExpensesSubtotal |
| Total Expenses Per Form990 | 889420 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 | IRC SectionIRCSection | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BOTKINS ATHLETIC BOOSTERS | |||||||||
| 208 N SYCAMORE ST PO BOX 550 | BOTKINS | OH | 45306 | 141953650 | 36000 | ATHLETIC SUPPORT | |||
| BOTKINS BEAUTIFICATION CLUB | |||||||||
| PO BOX 372 | BOTKINS | OH | 45306 | 12490 | MRS ANGIE WOODRUFF | ||||
| ELIZABETH'S NEW LIFE CENTER | |||||||||
| 359 FORREST AVENUE | DAYTON | OH | 45405 | 311381901 | 15000 | PROGRAM SUPPORT | 3 | ||
| FIRST PRESBYTERIAN CHURCH | |||||||||
| 202 N MIAMI AVE | SIDNEY | OH | 45365 | 344429861 | 13200 | RELIGIOUS DEVELOPMEN | 3 | ||
| PRESBYTERIAN CHURCH USA | |||||||||
| 202 N MAIMI AVE | SIDNEY | OH | 45365 | 344429861 | 30000 | RELIGIOUS DEVELOPMEN | 3 | ||
| HOLY ANGELS SCHOOL | |||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344455961 | 15000 | EDUCATIONAL SUPPORT | 3 | ||
| LEHMAN HIGH SCHOOL | |||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 341228105 | 44600 | EQUIPMENT AND EDUCAT | 3 | ||
| LEHMAN HIGH SCHOOL FOUNDATION | |||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 310928867 | 25000 | RELIGIOUS EDUCATION | 3 | ||
| RUSSIA LOCAL SCHOOLS | |||||||||
| 100 SCHOOL STREET | RUSSIA | OH | 45363 | 346401189 | 5465 | CAPITAL IMPROVEMENTS | 3 | PO BOX 8 | |
| SHELBY COUNTY HISTORICAL SOCIETY | |||||||||
| 201 N MAIN AVENUE | SIDNEY | OH | 45365 | 341317780 | 10000 | HISTORY PROGRAMS | 3 | ||
| SIDNEY 1ST UNITED METHODIST CHURCH | |||||||||
| 230 E POPLAR STREET | SIDNEY | OH | 45365 | 344437205 | 8700 | RELIGIOUS DEVELOPMEN | 3 | ||
| ST MARKS'S EPISCOPAL CHURCH | |||||||||
| 231 N MIAMI AVE | SIDNEY | OH | 45365 | 311234665 | 6300 | RELIGIOUS DEVELOPMEN | 3 | ||
| ST REMY CHURCH | |||||||||
| 108 W MAIN STREET | RUSSIA | OH | 45363 | 344428246 | 10400 | RELIGIOUS DEVELOPMEN | 3 | ||
| ST JOHNS LUTHERAN CHURCH | |||||||||
| 120 W WATER STREET | SIDNEY | OH | 45365 | 6600 | RELIGIOUS DEVELOPMEN | 3 | |||
| THE CITY OF SIDNEY | |||||||||
| 201 W POPLAR STREET | SIDNEY | OH | 45365 | 346401348 | 19054 | COMMUNITY DEVELOPMEN | |||
| TRINITY CHURCH OF THE BRETHREN | |||||||||
| 2220 N MAIN ST | SIDNEY | OH | 45365 | 311087011 | 7200 | RELIGIOUS DEVELOPMEN | 3 | ||
| UNIVERSITY OF DAYTON | |||||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | 5250 | |||||
| WILMA VALENTINE CLC | |||||||||
| PO BOX 925 | SIDNEY | OH | 45365 | 311596196 | 5600 | EDUCATIONAL SERVICES | 3 | ||
| WILSON MEMORIAL HOSPITAL FOUNDATION | |||||||||
| 915 W MICHIGAN AVENUE | SIDNEY | OH | 45365 | 521771615 | 6000 | MEDICAL EQUIPMENT | 3 | ||
| WRIGHT STATE UNIVERSITY | |||||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | 20417 | |||||
| RAISE THE ROOF FOR ARTS | |||||||||
| PO BOX 484 | SIDNEY | OH | 45365 | 264471913 | 73000 | GENERAL SUPPORT | 3 | ||
| OPRS FOUNDATION | |||||||||
| 10000 | WELLNESS CLINICS FOR | ||||||||
| SHELBY COUNTY APPLEFEST | |||||||||
| 201243829 | 20000 | GENERAL SUPPORT | |||||||
| VILLAGE OF ANNA | |||||||||
| ANNA OHIO | ANNA | OH | 45302 | 11600 | RENOVATIONS | 3 | |||
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 91 | NumberOfRecipients |
| Amount Of Cash Grant | 124446 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 154319 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15348 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | RETURN IS GIVEN TO THE EXECUTIVE DIRECTOR FOR REVIEW.BOARD REVIEWS BEFORE RETURN IS FILED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES IS DUE TO A PRIOR PERIOD ADJUSTMENT AND UNRECOGNIZED GAINS AND LOSSES ON INVESTMENTS. |
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