Form 990 for tax year 2023
Filed by GREATER GREENBRIER VALLEY COMMUNITY FOUNDATION.
Totals
- Total revenue
- $3,803,299
- Total expenses
- $319,298
- Contributions and grants received
- $1,566,442
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $2,233,857
- Other revenue
- $3,000
- Total assets, end of year
- $20,139,350
- Total liabilities, end of year
- $10,262,963
- Net assets or fund balances, end of year
- $9,876,387
- Program services expenses (Part IX)
- $287,368
- Management and general expenses
- $19,158
- Fundraising expenses
- $12,772
- Program service expenses (Part III)
- $287,368
Program services were 90.0% 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)
$1,566,442
-
3 · Investment income
total $2,233,857 · related or exempt $2,233,857
-
11a · Other revenue: SOFTWARE LICENSE FEE
total $3,000 · related or exempt $3,000
-
11e · Other revenue, total
$3,000
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $47,409 · program services $42,668 · management and general $2,845 · fundraising $1,896
-
9 · Other employee benefits
total $5,994 · program services $5,394 · management and general $360 · fundraising $240
-
10 · Payroll taxes
total $4,972 · program services $4,475 · management and general $298 · fundraising $199
-
11c · Fees: accounting
total $12,000 · program services $10,800 · management and general $720 · fundraising $480
-
11f · Fees: investment management
total $217,029 · program services $195,326 · management and general $13,022 · fundraising $8,681
-
12 · Advertising and promotion
total $4,268 · program services $3,841 · management and general $256 · fundraising $171
-
13 · Office expenses
total $738 · program services $665 · management and general $44 · fundraising $29
-
16 · Occupancy
total $1,378 · program services $1,240 · management and general $83 · fundraising $55
-
17 · Travel
total $148 · program services $133 · management and general $9 · fundraising $6
-
19 · Conferences, conventions and meetings
total $906 · program services $816 · management and general $54 · fundraising $36
-
23 · Insurance
total $3,615 · program services $3,253 · management and general $217 · fundraising $145
-
24a · Other expenses: SOFTWARE EXPENSE
total $19,972 · program services $17,975 · management and general $1,198 · fundraising $799
-
24b · Other expenses: BANK FEES
total $869 · program services $782 · management and general $52 · fundraising $35
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $906,375 · end of year $101,425
-
2 · Savings and temporary cash investments
beginning of year $76,542 · end of year $48,546
-
9 · Prepaid expenses and deferred charges
beginning of year $22,440 · end of year $83,717
-
10a · Land, buildings and equipment: cost or other basis
$9,277
-
10b · Land, buildings and equipment: accumulated depreciation
$9,277
-
10c · Land, buildings and equipment, net
beginning of year $2,000
-
11 · Investments: publicly traded securities
beginning of year $16,806,269 · end of year $19,905,662
-
17 · Accounts payable and accrued expenses
beginning of year $11,421,240
-
25 · Other liabilities
end of year $10,262,963
-
27 · Net assets without donor restrictions
beginning of year $5,510,232 · end of year $9,876,387
-
28 · Net assets with donor restrictions
beginning of year $882,154
Mission and programs · 2023
Mission
SEE SCHEDULE O
-
FROM TIME TO TIME, AND AS ENHANCEMENT TO THE CULTURAL OR EDUCATIONAL LIFE OF THE COMMUNITY THE ORGANIZATION SERVES AS A FISCAL SPONSOR OF PROGRAMS WITH CHARITABLE PURPOSES. THESE PROGRAMS FALL UNDER THE POLICIES AND PROCEDURES OUTLINED IN THE ORGANIZATIONS FISCAL SPONSORSHIP POLICY, WHICH IS MONITORED CLOSELY BY THE BOARD.
Expenses $287,368
As filed on the 2023 return.
Listed in Part VII
-
Twana JacksonTWANA JACKSON
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Jim KingJIM KING
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
David HambrickDAVID HAMBRICK
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles SheetsCHARLES SHEETS
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Ron MacgruderRON MACGRUDER
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Paulette KirbyPAULETTE KIRBY
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Philip CainPHILIP CAIN
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Diane BrowingDIANE BROWING
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Matt FordMATT FORD
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Ruthana BeezleyRUTHANA BEEZLEY
MEMBER OF BOARD
- Total calculated
- $0
- Hours/week
- 0.5
-
Elizabeth SpanglerELIZABETH SPANGLER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jo LongJO LONG
SECRETARY OF BOARD
- Total calculated
- $0
- Hours/week
- 1
-
William M Shiflet IIWILLIAM M SHIFLET II
CHAIRMAN OF BOARD
- Total calculated
- $0
- Hours/week
- 1
-
Ron FleshmanRON FLESHMAN
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Anne BowlingANNE BOWLING
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441369349304789
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.