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Nonprofiteer
← NEW ALBANY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by NEW ALBANY COMMUNITY FOUNDATION.

Totals

Total revenue
$4,360,956
Total expenses
$4,277,641
Contributions and grants received
$4,180,075
Grants paid
$1,032,855
Program service revenue
$175,399
Investment income
$5,482
Other revenue
$0
Total assets, end of year
$23,894,318
Total liabilities, end of year
$1,334,064
Net assets or fund balances, end of year
$22,560,254
Program services expenses (Part IX)
$3,500,931
Management and general expenses
$233,342
Fundraising expenses
$543,368
Program service expenses (Part III)
$3,500,931

Program services were 81.8% 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.

  • 1f · All other contributions, gifts and grants

    $4,180,075

  • 1g · Noncash contributions included above

    $95,292

  • 2a · Program service revenue: REMARKABLE EVENING PRO

    total $118,475 · related or exempt $118,475

  • 2b · Program service revenue: AMPHITHEATER EVENTS

    total $32,984 · related or exempt $32,984

  • 2c · Program service revenue: LECTURE SERIES

    total $23,940 · related or exempt $23,940

  • 3 · Investment income

    total $5,390 · excluded $5,390

  • 7a · Gross sales of assets other than inventory

    securities $95,292

  • 7b · Less cost or other basis and sales expenses

    securities $95,200

  • 7c · Gain or loss

    securities $92

  • 7d · Net gain or loss

    total $92 · excluded $92

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,032,855 · program services $1,032,855

  • 5 · Compensation of officers, directors and key employees

    total $303,686 · program services $81,208 · management and general $66,365 · fundraising $156,113

  • 7 · Other salaries and wages

    total $315,400 · program services $84,341 · management and general $68,925 · fundraising $162,134

  • 8 · Pension plan contributions

    total $12,715 · program services $3,400 · management and general $2,779 · fundraising $6,536

  • 9 · Other employee benefits

    total $21,676 · program services $5,796 · management and general $4,737 · fundraising $11,143

  • 10 · Payroll taxes

    total $48,825 · program services $13,056 · management and general $10,670 · fundraising $25,099

  • 11b · Fees: legal

    total $17,334 · program services $4,635 · management and general $3,788 · fundraising $8,911

  • 11c · Fees: accounting

    total $14,500 · program services $3,877 · management and general $3,169 · fundraising $7,454

  • 11g · Fees: other

    total $80,419 · program services $21,505 · management and general $17,574 · fundraising $41,340

  • 12 · Advertising and promotion

    total $114,295 · program services $30,564 · management and general $24,977 · fundraising $58,754

  • 13 · Office expenses

    total $51,043 · program services $13,652 · management and general $11,154 · fundraising $26,237

  • 16 · Occupancy

    total $29,204 · program services $7,809 · management and general $6,382 · fundraising $15,013

  • 19 · Conferences, conventions and meetings

    total $14,782 · program services $3,954 · management and general $3,230 · fundraising $7,598

  • 22 · Depreciation, depletion and amortization

    total $13,179 · program services $3,524 · management and general $2,880 · fundraising $6,775

  • 23 · Insurance

    total $11,691 · program services $3,126 · management and general $2,555 · fundraising $6,010

  • 24a · Other expenses: SPECIAL PROGRAM EVENTS

    total $2,187,767 · program services $2,185,417 · management and general $2,350

  • 24b · Other expenses: MISCELLANEOUS

    total $8,270 · program services $2,212 · management and general $1,807 · fundraising $4,251

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $291,521 · end of year $348,497

  • 3 · Pledges and grants receivable

    beginning of year $343,155 · end of year $419,748

  • 4 · Accounts receivable

    beginning of year $5,027 · end of year $5,027

  • 9 · Prepaid expenses and deferred charges

    beginning of year $358,156 · end of year $528,056

  • 10a · Land, buildings and equipment: cost or other basis

    $166,181

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,180

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $153,001

  • 15 · Other assets

    beginning of year $19,976,264 · end of year $22,439,989

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,127 · end of year $90,652

  • 25 · Other liabilities

    beginning of year $1,163,140 · end of year $1,243,412

  • 27 · Net assets without donor restrictions

    beginning of year $19,029,269 · end of year $21,657,050

  • 28 · Net assets with donor restrictions

    beginning of year $761,587 · end of year $903,204

Mission and programs · 2023

Mission

TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES.

Activities or mission (Part I)

THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS.

  • THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES. LAST FALL, MORE THAN 450 GUESTS ATTENDED THIS EVENT. IN ADDITION TO REVENUE OF $118,475, THE EVENT GENERATED CONTRIBUTION REVENUE OF $2,250,942, REPORTED ON LINE 1F OF PART VIII.

    Expenses $908,683 · Revenue $118,475

  • THE NEW ALBANY LECTURE SERIES IS AN ANNUAL LECTURE AND EDUCATIONAL PROGRAM IN NEW ALBANY, OHIO, FEATURING NATIONALLY AND INTERNATIONALLY PROMINENT SPEAKERS. ORGANIZED BY THE NEW ALBANY COMMUNITY FOUNDATION SINCE 2014, THE SERIES HAS BROUGHT LEADERS IN PUBLIC AFFAIRS, INTERNATIONAL AFFAIRS, HEALTH, HISTORY AND THE ARTS TO CENTRAL OHIO. IN ADDITION TO TICKET REVENUE OF $23,940, THE EVENT GENERATED CONTRIBUTION REVENUE OF $535,865, REPORTED ON LINE 1F OF PART VIII.

    Expenses $654,178 · Revenue $23,940

  • THE AMPHITHEATER EVENTS PROGRAM WAS CREATED TO PROVIDE VIBRANT MUSIC, THEATER, BALLET AND OTHER PERFORMING ARTS TO THE CITIZENS OF NEW ALBANY. THE EVENTS INCLUDE THE AMPHITHEATER BENEFIT, AMPHITHEATER PERFORMANCE SERIES, AND FAMILY FLICK NIGHTS. IN ADDITION TO TICKET REVENUE OF $32,984, THE EVENTS GENERATED CONTRIBUTION REVENUE OF $480,138, REPORTED ON LINE 1F OF PART VIII.

    Expenses $622,556 · Revenue $32,984

  • ARTS AND HUMANITIES

    Expenses $510,522 · Grants $363,697

  • GENERAL PHILANTHROPY

    Expenses $473,058 · Grants $432,688

  • HEALTH

    Expenses $217,981 · Grants $155,290

  • EDUCATION

    Expenses $113,953 · Grants $81,180

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Everett Gallagher

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Helga Houston

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Paul Judge

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Irving Dennis

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lynne Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donna Akins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Ebbing

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Feinberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charlotte Kessler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Lee Minor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lynne Redgrave

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dan Snyder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John McWhorter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nanette Nardi Triplett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tom Pigott

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Chris Suel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tj Obrokta Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Craig Mohre

    PRESIDENT

    Total calculated
    $301,080
    From this org
    $289,500
    From related orgs
    $0
    Other
    $11,580
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,000
    Bonus
    $57,500
    Other
    $50,000
    Deferred
    $11,580
    Nontaxable benefits
    $0
    Filer's total
    $301,080

  • Marcia Gabor

    VICE PRES/DIR BRANDING/VOL

    Total calculated
    $169,375
    From this org
    $162,861
    From related orgs
    $0
    Other
    $6,514
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,500
    Bonus
    $31,530
    Other
    $14,831
    Deferred
    $6,514
    Nontaxable benefits
    $0
    Filer's total
    $169,375

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202521199349300702

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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