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Nonprofiteer
← COMMUNITY FOUNDATION OF SWITZERLAND COUNTY INC

Form 990 for tax year 2023

Filed by COMMUNITY FOUNDATION OF SWITZERLAND COUNTY INC.

Totals

Total revenue
$496,569
Total expenses
$581,142
Contributions and grants received
$132,446
Grants paid
$288,690
Program service revenue
$0
Investment income
$364,123
Other revenue
$0
Total assets, end of year
$15,506,567
Total liabilities, end of year
$564,789
Net assets or fund balances, end of year
$14,941,778
Program services expenses (Part IX)
$403,908
Management and general expenses
$147,730
Fundraising expenses
$29,504
Program service expenses (Part III)
$403,908

Program services were 69.5% 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

    $132,446

  • 3 · Investment income

    total $461,825 · excluded $461,825

  • 7a · Gross sales of assets other than inventory

    securities $4,688,029

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

    securities $4,785,731

  • 7c · Gain or loss

    securities -$97,702

  • 7d · Net gain or loss

    total -$97,702 · excluded -$97,702

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $203,590 · program services $203,590

  • 2 · Grants to domestic individuals

    total $85,100 · program services $85,100

  • 5 · Compensation of officers, directors and key employees

    total $89,581 · program services $49,270 · management and general $26,874 · fundraising $13,437

  • 7 · Other salaries and wages

    total $57,045 · program services $31,373 · management and general $17,115 · fundraising $8,557

  • 8 · Pension plan contributions

    total $1,621 · program services $892 · management and general $486 · fundraising $243

  • 9 · Other employee benefits

    total $2,000 · program services $1,100 · management and general $600 · fundraising $300

  • 10 · Payroll taxes

    total $10,203 · program services $5,612 · management and general $3,061 · fundraising $1,530

  • 11f · Fees: investment management

    total $62,691 · management and general $62,691

  • 11g · Fees: other

    total $13,350 · management and general $13,350

  • 12 · Advertising and promotion

    total $1,612 · program services $645 · management and general $161 · fundraising $806

  • 13 · Office expenses

    total $8,009 · program services $3,245 · management and general $2,182 · fundraising $2,582

  • 14 · Information technology

    total $12,480 · management and general $12,480

  • 19 · Conferences, conventions and meetings

    total $1,364 · program services $409 · management and general $273 · fundraising $682

  • 22 · Depreciation, depletion and amortization

    total $76 · program services $25 · management and general $25 · fundraising $26

  • 23 · Insurance

    total $2,243 · program services $449 · management and general $1,121 · fundraising $673

  • 24a · Other expenses: PROGRAM EXPENSES

    total $21,549 · program services $21,549

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,662 · management and general $6,662

  • 24c · Other expenses: MISCELLANEOUS

    total $1,966 · program services $649 · management and general $649 · fundraising $668

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $445,621 · end of year $331,294

  • 2 · Savings and temporary cash investments

    beginning of year $840,933 · end of year $677,829

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

    $20,005

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

    $19,705

  • 10c · Land, buildings and equipment, net

    beginning of year $376 · end of year $300

  • 11 · Investments: publicly traded securities

    beginning of year $12,489,625 · end of year $14,497,144

  • 18 · Grants payable

    beginning of year $4,300 · end of year $25,060

  • 21 · Escrow or custodial account liability

    beginning of year $475,177 · end of year $539,729

  • 27 · Net assets without donor restrictions

    beginning of year $1,528,174 · end of year $1,695,864

  • 28 · Net assets with donor restrictions

    beginning of year $11,768,904 · end of year $13,245,914

Mission and programs · 2023

Mission

CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER FOR GOOD FOR EVER FOR SWITZERLAND COUNTY.

Activities or mission (Part I)

TO ENGAGE IN PROGRAMS & ACTIVITIES BENEFITING THE RESIDENTS OF SWITZERLAND COUNTY.

  • COMMUNITY FOUNDATION SERVES AS A VEHICLE FOR RESIDENTS OF SWITZERLAND COUNTY TO DONATE TO VARIOUS ORGANIZATIONS AND PROJECTS IN THE COUNTY. DURING 2023, THE COMMUNITY FOUNDATION AWARDED NUMEROUS GRANTS AND SCHOLARSHIPS.

    Expenses $403,908 · Grants $288,690

As filed on the 2023 return.

Listed in Part VII

  • Courtney Althoff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Debbie Archer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Emily Schroeder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Pat Lanman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Paul Schmitt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Shane Griffin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Stacy Streett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Tyler Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Karin Dutkiewicz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Margaret Higgins

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Michael Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Denise Lieland

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Tye Sullivan

    EXECUTIVE DIRECTOR

    Total calculated
    $89,581
    From this org
    $76,323
    From related orgs
    $0
    Other
    $13,258
    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

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2024
IRS schema version
2023v5.0
Source object
202431289349303858

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