THE COMMUNITY FOUNDATION OF SHELBY COUNTY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMUNITY FOUNDATION OF SHELBY COUNTY (EIN 34-6565194)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-08
- IRS object ID
- 201121599349300202
- Schema version
- 2010v3.2
- 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 | 2011-06-08T07:33:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD C GOETTEMOELLER | Name |
| Phone | 9374923161 | Phone |
| Date Prepared | 2011-05-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1657352 | 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 | 1149460 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 821941 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 638547 | InvestmentIncomePriorYear |
| Investment Income Current Year | 495281 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 159140 | OtherRevenuePriorYear |
| Other Revenue Current Year | 181857 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1947147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1499079 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 822202 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 767394 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 110251 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 122577 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 29378 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 77177 | OtherExpensePriorYear |
| Other Expenses Current Year | 74081 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1009630 | TotalExpensesPriorYear |
| Total Expenses Current Year | 964052 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 937517 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 535027 | RevenuesLessExpensesCY |
| Total Assets BOY | 12244967 | TotalAssetsBOY |
| Total Assets EOY | 13484848 | TotalAssetsEOY |
| Total Liabilities BOY | 195900 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 123124 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12049067 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13361724 | 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 | 497948 | Expense |
| Grants | 393109 | Grants |
| Description | SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 286232 | Expense |
| Grants | 286232 | Grants |
| Description | SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 88053 | Expense |
| Grants | 88053 | Grants |
| Description | SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 872233 | 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 | 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 | 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 | 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 | false | 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 | |
| EDWARD L BORCHERS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BRUCE D BOYD | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DANIEL A BENSMAN | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| JUDITH WESTERHEIDE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KENNETH J MONNIER | ||||||
| VICE-CHAIRMA | 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 | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| 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 | 821941 | AllOtherContributions |
| Total Contributions | 821941 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 495410 | TotalRevenueColumn |
| Related Or Exempt Function Income | 114018 | RelatedOrExemptFunctionIncome |
| Exclusion | $381,392 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 158273 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -129 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -129 | TotalRevenueColumn |
| Exclusion | -$129 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY MGMT FEES | Description |
| Total Revenue Column | 181857 | TotalRevenueColumn |
| Related Or Exempt Function Income | 181857 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 181857 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1499079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 295875 | RelatedOrExemptFunctionIncome |
| Exclusion | $381,263 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595165 | Total |
| Program Services | 595165 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172229 | Total |
| Program Services | 172229 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113638 | Total |
| Program Services | 65247 | ProgramServices |
| Management And General | 30107 | ManagementAndGeneral |
| Fundraising | 18284 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238 | Total |
| Program Services | 137 | ProgramServices |
| Management And General | 63 | ManagementAndGeneral |
| Fundraising | 38 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8701 | Total |
| Program Services | 4996 | ProgramServices |
| Management And General | 2305 | ManagementAndGeneral |
| Fundraising | 1400 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1617 | Total |
| Management And General | 1617 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12450 | Total |
| Management And General | 12450 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11710 | Total |
| Program Services | 6724 | ProgramServices |
| Management And General | 3102 | ManagementAndGeneral |
| Fundraising | 1884 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2828 | Total |
| Program Services | 1624 | ProgramServices |
| Management And General | 749 | ManagementAndGeneral |
| Fundraising | 455 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE | Description |
| Total | 45476 | Total |
| Program Services | 26111 | ProgramServices |
| Management And General | 12048 | ManagementAndGeneral |
| Fundraising | 7317 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 964052 | Total |
| Program Services | 872233 | ProgramServices |
| Management And General | 62441 | ManagementAndGeneral |
| Fundraising | 29378 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16114 | BOY |
| EOY | 1642 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2622527 | BOY |
| EOY | 3031689 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180856 | BOY |
| EOY | 56089 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1387 | 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 | 143170 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61288 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84710 | BOY |
| EOY | 81882 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9339309 | BOY |
| EOY | 10313210 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12244967 | BOY |
| EOY | 13484848 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195900 | BOY |
| EOY | 123124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195900 | BOY |
| EOY | 123124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1669115 | BOY |
| EOY | 512822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4912019 | BOY |
| EOY | 7408206 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5467933 | BOY |
| EOY | 5440696 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12049067 | BOY |
| EOY | 13361724 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12244967 | BOY |
| EOY | 13484848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 535027 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 777630 | 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 | 1417689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1715190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1671017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1149460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 821941 | CurrentTaxYear |
| Total | 6775297 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1417689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1715190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1671017 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1149460 | CurrentTaxYearMinus1Year |
| Current Tax Year | 821941 | CurrentTaxYear |
| Total | 6775297 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6775297 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 489000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 403154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 501653 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 198648 | CurrentTaxYearMinus1Year |
| Current Tax Year | 381392 | CurrentTaxYear |
| Total | 1973847 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10583 | CurrentTaxYearMinus3Years |
| Total | 15421 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8764565 | TotalSupport |
| Gross Receipts From Admissions Etc | 295875 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77300 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79730 | 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 | 179525 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 642416 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 282333 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 485061 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 4089351 | AggregateDAFValue |
| Aggregate Fund Value | 7683049 | 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 | 9586396 | BeginningOfYearBalance |
| Contributions | 447214 | Contributions |
| Investment Earnings Or Losses | 1149821 | InvestmentEarningsOrLosses |
| Other Expenditures | 37161 | OtherExpenditures |
| End Of Year Balance | 11220592 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.50930 | 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 | 22787 | Depreciation |
| Book Value | 81881 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38502 | OtherCostOrOtherBasis |
| Depreciation | 38501 | Depreciation |
| Book Value | 1 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 81882 | TotalOfBookValueLandBuildings |
| Total Revenue | 1499079 | TotalRevenue |
| Total Expenses | 964052 | TotalExpenses |
| Excess Or Deficit For Year | 535027 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 777630 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 777630 | TotalAdjustments |
| Excess Or Deficit Per FS | 1312657 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2276709 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 777630 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 777630 | RevenueNotRptdF990 |
| Revenue Subtotal | 1499079 | RevenueSubtotal |
| Total Revenue Per Form990 | 1499079 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 964052 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 964052 | ExpensesSubtotal |
| Total Expenses Per Form990 | 964052 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGAPE DISTRIBUTIONS | ||||||||
| PO BOX 808 | SIDNEY | OH | 45365 | 300224502 | 3 | 14026 | FOOD PROGRAM | |
| ALPHA COMMUNITY CENTER | ||||||||
| 330 E COURT ST | SIDNEY | OH | 45365 | 311131824 | 3 | 9317 | PROGRAM SUPPORT | |
| ALTRUSA CLUB OF SIDNEY | ||||||||
| 117 VILLAGE GREEN DR | SIDNEY | OH | 45365 | 237011952 | 7891 | EDUCATIONAL SCHOLARS | ||
| BOTKINS ATHLETIC BOOSTERS | ||||||||
| 208 N SYCAMORE ST PO BOX 550 | BOTKINS | OH | 45306 | 141953650 | 54000 | ATHLETIC SUPPORT | ||
| BOTKINS LOCAL SCHOOLS | ||||||||
| 208 N SYCAMORE ST PO BOX 550 | BOTKINS | OH | 45306 | 346400144 | 3 | 6622 | EQUIPMENT AND ED DEV | |
| BOTKINS POOL COMMITTEE INC | ||||||||
| PO BOX 172 | BOTKINS | OH | 45306 | 341104302 | 3 | 9731 | SPORT & LEASURE EQUI | |
| COMPASSIONATE CARE-SHELBY CO | ||||||||
| 124 N OHIO AVE | SIDNEY | OH | 45365 | 208479583 | 3 | 10550 | MEDICAL SUPPORT | |
| DOROTHY LOVE | ||||||||
| 3003 W CISCO ROAD | SIDNEY | OH | 45365 | 311166164 | 3 | 18500 | PROGRAM SUPPORT | |
| EDISON FOUNDATION | ||||||||
| 1973 EDISON DRIVE | PIQUA | OH | 45356 | 311379781 | 3 | 8050 | EQUIPMENT PURCHASE | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 202 N MIAMI AVE | SIDNEY | OH | 45365 | 344429861 | 3 | 16860 | RELIGIOUS DEVELOPMEN | |
| GATEWAY ARTS COUNCIL | ||||||||
| PO BOX 14 | SIDNEY | OH | 45365 | 341587606 | 3 | 13900 | SUPPORT OF THE ARTS | |
| HOLY ANGELS CATHOLIC CHURCH | ||||||||
| 324 S OHIO AVE | SIDNEY | OH | 45365 | 344459601 | 3 | 12000 | RELIGIOUS ED & SOCIA | |
| LEHMAN HIGH SCHOOL | ||||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | 341228105 | 3 | 75085 | EQUIPMENT AND EDUCAT | |
| SHELBY COUNTY HISTORICAL SOCIETY | ||||||||
| 201 N MAIN AVENUE | SIDNEY | OH | 45365 | 341317780 | 3 | 8150 | HISTORY PROGRAMS | |
| SHELBY COUNTY UNITED WAY | ||||||||
| 121 E NORTH STREET | SIDNEY | OH | 45365 | 344473288 | 3 | 11725 | COMUNITY SUPPORT | PO BOX 751 |
| SIDNEY 1ST UNITED METHODIST CHURCH | ||||||||
| 230 E POPLAR STREET | SIDNEY | OH | 45365 | 344437205 | 3 | 9200 | RELIGIOUS DEVELOPMEN | |
| SIDNEY-SHELBY YMCA | ||||||||
| 300 PARKWOOD DRIVE | SIDNEY | OH | 45365 | 341631890 | 3 | 10201 | GENERAL SUPPORT | |
| ST MARKS'S EPISCOPAL CHURCH | ||||||||
| 231 N MIAMI AVE | SIDNEY | OH | 45365 | 311234665 | 3 | 7000 | RELIGIOUS DEVELOPMEN | |
| ST REMY CHURCH | ||||||||
| 108 W MAIN STREET | RUSSIA | OH | 45363 | 344428246 | 3 | 8000 | RELIGIOUS DEVELOPMEN | |
| TRINITY CHURCH OF THE BRETHREN | ||||||||
| 2220 N MAIN ST | SIDNEY | OH | 45365 | 311087011 | 3 | 7200 | RELIGIOUS DEVELOPMEN | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 2200 26TH ST W | BRADENTON | FL | 34205 | 590838104 | 3 | 14000 | RELIGIOUS DEVELPOMEN | |
| WILMA VALENTINE CLC | ||||||||
| PO BOX 925 | SIDNEY | OH | 45365 | 311596196 | 3 | 6250 | EDUCATIONAL SERVICES | |
| WILSON MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 915 W MICHIGAN AVENUE | SIDNEY | OH | 45365 | 521771615 | 3 | 14050 | MEDICAL EQUIPMENT | |
| RAISE THE ROOF FOR ARTS | ||||||||
| PO BOX 484 | SIDNEY | OH | 45365 | 264471913 | 3 | 16000 | GENERAL SUPPORT | |
| SHELBY COUNTY APPLEFEST | ||||||||
| 201243829 | 26000 | |||||||
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EDUCATIONAL SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 106 | NumberOfRecipients |
| Amount Of Cash Grant | 172229 | AmountOfCashGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 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 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
Comments