Totals
- Total revenue
- $5,011,492
- Total expenses
- $3,386,272
- Contributions and grants received
- $4,520,802
- Grants paid
- $0
- Program service revenue
- $37,518
- Investment income
- $211,397
- Other revenue
- $241,775
- Total assets, end of year
- $15,299,039
- Total liabilities, end of year
- $10,681,168
- Net assets or fund balances, end of year
- $4,617,871
- Program services expenses (Part IX)
- $2,738,427
- Management and general expenses
- $617,796
- Fundraising expenses
- $30,049
- Program service expenses (Part III)
- $2,738,427
Program services were 80.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$2,527,511
-
1f · All other contributions, gifts and grants
$1,993,291
-
2a · Program service revenue: PROG.SERV.REVENUE-RELA
total $37,518 · related or exempt $37,518
-
3 · Investment income
total $211,397 · excluded $211,397
-
11a · Other revenue: OTHER INCOME
total $241,775 · related or exempt $241,775
-
11e · Other revenue, total
$241,775
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $539,811 · program services $485,830 · management and general $53,981
-
7 · Other salaries and wages
total $985,637 · program services $875,917 · management and general $88,177 · fundraising $21,543
-
8 · Pension plan contributions
total $58,069 · program services $49,244 · management and general $7,664 · fundraising $1,161
-
9 · Other employee benefits
total $218,631 · program services $185,404 · management and general $28,854 · fundraising $4,373
-
10 · Payroll taxes
total $148,599 · program services $126,015 · management and general $19,612 · fundraising $2,972
-
11b · Fees: legal
total $24,920 · program services $17,813 · management and general $7,107
-
11c · Fees: accounting
total $68,367 · program services $48,869 · management and general $19,498
-
11g · Fees: other
total $231,831 · program services $165,713 · management and general $66,118
-
12 · Advertising and promotion
total $162,839 · program services $146,750 · management and general $16,089
-
13 · Office expenses
total $61,025 · program services $22,057 · management and general $38,968
-
14 · Information technology
total $16,815 · management and general $16,815
-
16 · Occupancy
total $93,626 · program services $70,218 · management and general $23,408
-
17 · Travel
total $94,730 · program services $80,882 · management and general $13,848
-
19 · Conferences, conventions and meetings
total $100,290 · program services $87,723 · management and general $12,567
-
20 · Interest
total $200,472 · program services $200,472
-
22 · Depreciation, depletion and amortization
total $10,873 · program services $5,436 · management and general $5,437
-
23 · Insurance
total $29,570 · management and general $29,570
-
24a · Other expenses: OTHER EXPENSES
total $340,167 · program services $170,084 · management and general $170,083
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,266,079 · end of year $4,910,256
-
2 · Savings and temporary cash investments
beginning of year $344,554 · end of year $324,785
-
3 · Pledges and grants receivable
beginning of year $369,493 · end of year $1,190,946
-
7 · Other notes and loans receivable
beginning of year $7,494,384 · end of year $8,563,262
-
9 · Prepaid expenses and deferred charges
beginning of year $72,429 · end of year $107,064
-
10a · Land, buildings and equipment: cost or other basis
$116,235
-
10b · Land, buildings and equipment: accumulated depreciation
$73,389
-
10c · Land, buildings and equipment, net
beginning of year $32,533 · end of year $42,846
-
15 · Other assets
beginning of year $204,881 · end of year $159,880
-
17 · Accounts payable and accrued expenses
beginning of year $580,289 · end of year $567,626
-
19 · Deferred revenue
beginning of year $51,533 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $10,159,880 · end of year $10,113,542
-
27 · Net assets without donor restrictions
beginning of year $1,309,745 · end of year $2,878,519
-
28 · Net assets with donor restrictions
beginning of year $1,682,906 · end of year $1,739,352
Mission and programs · 2023
Mission
TO FOSTER ENDURING, WIDELY SPREAD PROSPERITY ACROSS APPALACHIAN OHIO BY HELPING BUILD THE REGION'S PRIVATE SECTOR BUSINESS ECONOMY AND WORK WITH BANKS AND REVOLVING LOAN FUNDS AS AN ADDITIONAL OR ALTERNATE FUNDING SOURCE FOR SMALL BUSINESS PROJECTS IN OHIO'S APPALACHIAN-DESIGNATED COUNTIES.
Activities or mission (Part I)
TO FOSTER ENDURING, WIDELY SHARED PROSPERITY ACROSS APPALACHIAN OHIO BY HELPING BUILD THE REGIONS PRIVATE SECTOR BUSINESS ECONOMY AND WORK WITH BANKS AND REVOLVING LOAN FUNDS AS AN ADDITIONAL OR ALTERNATE FUNDING SOURCE FOR SMALL BUISNESS PROJECTS IN OHIO'S APPALACHIAN-DESIGNATED COUNTIES.
-
BUSINESS DEVELOPMENT - APEG, DBA OHIO SOUTHEAST, SERVES AS THE JOBSOHIO REGIONAL PARTNER IN EASTERN AND SOUTHERN OHIO. SINCE 2011, OHIO SOUTHEAST IS THE SINGLE POINT OF ENTRY INTO 25 OF THE 32 APPALACHIAN OHIO COUNTIES FOR JOBSOHIO. THE PURPOSE IS TO DRIVE JOB CREATION AND NEW CAPITAL INVESTMENT IN OHIO THROUGH BUSINESS ATTRACTION, RETENTION, AND EXPANSION EFFORTS.
Expenses $2,313,121 · Revenue $279,293
-
ACCESS TO CAPITAL FOR SMALL BUSINESS DEVELOPMENT - IN 2017, APPALACHIAN PARTNERSHIP, INC. ESTABLISHED A SINGLE MEMBER LLC SUBSIDIARY, APPALACHIAN GROWTH CAPITAL, TO ADDRESS GAPS IN ACCESS TO CREDIT FOR SMALL BUSINESSES. AGC WAS FORMED TO BECOME A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION AS DEFINED BY THE US DEPT. OF THE TREASURY.
Expenses $425,306
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alan StockmeisterALAN STOCKMEISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy KoscielakAMY KOSCIELAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan SteppBRYAN STEPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chuck SulerzyskiCHUCK SULERZYSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig ButlerCRAIG BUTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David WillhelmDAVID WILLHELM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dennis MingyarDENNIS MINGYAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack McCoyJACK MCCOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay GoodmanJAY GOODMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeanette WierzbickiJEANETTE WIERZBICKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffery WodaJEFFERY WODA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken MasonKEN MASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry KiddLARRY KIDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marjean KennedyMARJEAN KENNEDY
CHAIRPERSON - API & APEG
- Total calculated
- $0
- Hours/week
- 1
-
Marty HohenbergerMARTY HOHENBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt AbbottMATT ABBOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael LintonMICHAEL LINTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike ArcherMIKE ARCHER
GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan KirkhamRYAN KIRKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sam SchupbachSAM SCHUPBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve EvansSTEVE EVANS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tammy Osborne-SmithTAMMY OSBORNE-SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom JohnsonTOM JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tracy StevensTRACY STEVENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zane DanielsZANE DANIELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry SlaybaughTERRY SLAYBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alan StockmeisterALAN STOCKMEISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Glenda BumgarnerGLENDA BUMGARNER
CEO - API
- Total calculated
- $278,790
- From this org
- $278,790
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $278,790
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $278,790
-
Mike JacobyMIKE JACOBY
CEO - APEG
- Total calculated
- $115,695
- From this org
- $115,695
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
-
Katy FarberKATY FARBER
VP - BUSINESS SERVICES
- Total calculated
- $145,326
- From this org
- $145,326
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
APPALACHIAN PARTNERSHIP FOR ECONOMIC GROWTH
GROWTH OF ECONOMIC DEVELOPMENT AND EDUCATIONAL SERVICES OF APPALACHIAN OHIO · OH
Directly controlled by APPALACHIAN PARTNERSHIP INC
-
APPALACHIAN GROWTH CAPITAL
FUNDING SOURCES FOR SMALL BUSINESS PROJECTS IN OHIO'S APPALACHIAN COUNTIES · OH
Directly controlled by APPALACHIAN PARTNERSHIP INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349326031
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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