Skip to content
Nonprofiteer
← OHIO COUNTY COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by OHIO COUNTY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$1,521,473
Total expenses
$793,432
Contributions and grants received
$137,282
Grants paid
$326,185
Program service revenue
$0
Investment income
$1,318,150
Other revenue
$66,041
Total assets, end of year
$36,803,101
Total liabilities, end of year
$21,005,386
Net assets or fund balances, end of year
$15,797,715
Program services expenses (Part IX)
$649,898
Management and general expenses
$90,504
Fundraising expenses
$53,030
Program service expenses (Part III)
$649,898

Program services were 81.9% 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.

  • 1f · All other contributions, gifts and grants

    $137,282

  • 3 · Investment income

    total $770,194 · unrelated business $2,476 · excluded $767,718

  • 7a · Gross sales of assets other than inventory

    securities $6,512,300 · other assets $241,270

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

    securities $6,205,614 · other assets $0

  • 7c · Gain or loss

    securities $306,686 · other assets $241,270

  • 7d · Net gain or loss

    total $547,956 · excluded $547,956

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $58,737 · related or exempt $58,737

  • 11b · Other revenue: ADMINISTRATIVE FEES

    total $7,304 · related or exempt $7,304

  • 11e · Other revenue, total

    $66,041

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $117,012 · program services $117,012

  • 2 · Grants to domestic individuals

    total $209,173 · program services $209,173

  • 5 · Compensation of officers, directors and key employees

    total $54,289 · program services $8,144 · management and general $32,573 · fundraising $13,572

  • 7 · Other salaries and wages

    total $60,279 · program services $37,294 · management and general $19,857 · fundraising $3,128

  • 8 · Pension plan contributions

    total $5,133 · program services $1,747 · management and general $2,462 · fundraising $924

  • 9 · Other employee benefits

    total $2,646 · program services $926 · management and general $794 · fundraising $926

  • 10 · Payroll taxes

    total $16,122 · program services $6,981 · management and general $7,147 · fundraising $1,994

  • 11f · Fees: investment management

    total $82,885 · program services $82,885

  • 11g · Fees: other

    total $25,172 · program services $8,810 · management and general $7,552 · fundraising $8,810

  • 12 · Advertising and promotion

    total $6,905 · program services $2,762 · fundraising $4,143

  • 13 · Office expenses

    total $5,343 · program services $1,870 · management and general $1,603 · fundraising $1,870

  • 16 · Occupancy

    total $12,726 · program services $4,454 · management and general $3,818 · fundraising $4,454

  • 19 · Conferences, conventions and meetings

    total $845 · program services $380 · management and general $85 · fundraising $380

  • 22 · Depreciation, depletion and amortization

    total $14,805 · program services $5,181 · management and general $4,442 · fundraising $5,182

  • 23 · Insurance

    total $5,262 · program services $1,789 · management and general $2,526 · fundraising $947

  • 24a · Other expenses: ECO15 PROGRAM EXPENSE

    total $146,235 · program services $146,235

  • 24b · Other expenses: REPAIRS/MAINTENANCE

    total $15,721 · program services $5,503 · management and general $4,716 · fundraising $5,502

  • 24c · Other expenses: OTHER PROGRAM EXPENSE

    total $7,554 · program services $7,554

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,345 · program services $938 · management and general $469 · fundraising $938

  • 24e · All other expenses

    total $2,980 · program services $260 · management and general $2,460 · fundraising $260

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,560,199 · end of year $1,466,462

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

    $800,219

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

    $296,556

  • 10c · Land, buildings and equipment, net

    beginning of year $513,778 · end of year $503,663

  • 11 · Investments: publicly traded securities

    beginning of year $30,816,446 · end of year $34,832,976

  • 17 · Accounts payable and accrued expenses

    beginning of year $833 · end of year $865

  • 21 · Escrow or custodial account liability

    beginning of year $18,555,672 · end of year $21,004,521

  • 27 · Net assets without donor restrictions

    beginning of year $2,161,325 · end of year $2,372,815

  • 28 · Net assets with donor restrictions

    beginning of year $12,172,593 · end of year $13,424,900

Mission and programs · 2023

Mission

THE FOUNDATION WAS ORGANIZED TO PROVIDE RESPONSIBLE STEWARDSHIP OF DONATED GIFTS TO PROVIDE LEADERSHIP IN ADDRESSING COMMUNITY ISSUES AND TO MAKE GRANTS IN THE FIELDS OF COMMUNITY SERVICE, EDUCATION, HEALTH, ENVIRONMENT AND THE ARTS IN THE OHIO COUNTY AREA.

Activities or mission (Part I)

PROVIDES STEWARDSHIP OF DONATED GIFTS, ADDRESSES COMMUNITY ISSUES AND MAKES GIFTS IN VARIOUS FIELDS.

  • THE COMMUNITY FOUNDATION SERVES AS A VEHICLE FOR RESIDENTS OF OHIO COUNTY TO DONATE TO VARIOUS ORGANIZATIONS AND PROJECTS IN THE COUNTY. DURING 2023, THE COMMUNITY FOUNDATION AWARDED SEVERAL GRANTS TO LOCAL ORGANIZATIONS AND SCHOLARSHIPS TO AREA STUDENTS.

    Expenses $649,898 · Grants $326,185 · Revenue $66,041

As filed on the 2023 return.

Listed in Part VII

  • Riley Bovard

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Deb Cappel

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Leslee Bush

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Clifford Thies

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Tina Bovard

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jesse McClure

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Debbie Brightwell

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Kathy Huber

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Nanci Ross

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Jane Angst

    EXECUTIVE DIRECTOR

    Total calculated
    $54,289
    From this org
    $54,289
    From related orgs
    $0
    Other
    $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

  • OHIO COUNTY HEALTH DEPARTMENT

    $10,025

    TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION

  • OHIO COUNTY TOURISM INC

    $10,000

    TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION

  • RISING SUN OHIO COUNTY COMMUNITY SCHOOL CORP

    $7,500

    TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION

Provenance

Return type
form_990
Tax year
2023
Filed
3 November 2024
IRS schema version
2023v5.1
Source object
202423129349300227

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.