Skip to content
Nonprofiteer
← ATHENS COUNTY FOUNDATION

Form 990 for tax year 2023

Filed by ATHENS COUNTY FOUNDATION.

Totals

Total revenue
$1,013,868
Total expenses
$1,372,107
Contributions and grants received
$589,956
Grants paid
$740,487
Program service revenue
$16,250
Investment income
$401,356
Other revenue
$6,306
Total assets, end of year
$12,919,618
Total liabilities, end of year
$827,504
Net assets or fund balances, end of year
$12,092,114
Program services expenses (Part IX)
$901,561
Management and general expenses
$404,471
Fundraising expenses
$66,075
Program service expenses (Part III)
$901,561

Program services were 65.7% 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.

  • 1c · Fundraising events

    $39,000

  • 1e · Government grants (contributions)

    $90,261

  • 1f · All other contributions, gifts and grants

    $460,695

  • 2a · Program service revenue: LEADERSHIP ATHENS

    total $16,250 · related or exempt $16,250

  • 3 · Investment income

    total $277,398 · excluded $277,398

  • 7a · Gross sales of assets other than inventory

    securities $1,158,593

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

    securities $1,034,635

  • 7c · Gain or loss

    securities $123,958

  • 7d · Net gain or loss

    total $123,958 · excluded $123,958

  • 8a · Fundraising events: gross income

    $17,705

  • 8a · Fundraising events: contributions included on line 1c

    $39,000

  • 8b · Fundraising events: direct expenses

    $15,288

  • 8c · Net income from fundraising events

    total $2,417 · excluded $2,417

  • 11a · Other revenue: OTHER REVENUE

    total $3,889 · related or exempt $3,889

  • 11e · Other revenue, total

    $3,889

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $740,487 · program services $740,487

  • 5 · Compensation of officers, directors and key employees

    total $103,304 · management and general $103,304

  • 7 · Other salaries and wages

    total $248,597 · program services $135,723 · management and general $57,490 · fundraising $55,384

  • 8 · Pension plan contributions

    total $4,310 · program services $2,353 · management and general $997 · fundraising $960

  • 9 · Other employee benefits

    total $15,234 · program services $8,317 · management and general $3,523 · fundraising $3,394

  • 10 · Payroll taxes

    total $26,891 · program services $14,681 · management and general $6,219 · fundraising $5,991

  • 11a · Fees: management

    total $46,466 · management and general $46,466

  • 11c · Fees: accounting

    total $17,908 · management and general $17,908

  • 11f · Fees: investment management

    total $37,015 · management and general $37,015

  • 11g · Fees: other

    total $15,504 · management and general $15,504

  • 12 · Advertising and promotion

    total $1,985 · management and general $1,985

  • 13 · Office expenses

    total $17,354 · management and general $17,354

  • 14 · Information technology

    total $5,616 · management and general $5,616

  • 16 · Occupancy

    total $4,287 · management and general $4,287

  • 17 · Travel

    total $27,461 · management and general $27,461

  • 19 · Conferences, conventions and meetings

    total $1,862 · management and general $1,862

  • 22 · Depreciation, depletion and amortization

    total $1,325 · management and general $1,325

  • 23 · Insurance

    total $5,524 · management and general $5,524

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $28,199 · management and general $28,199

  • 24b · Other expenses: EQUIPMENT RENTALS

    total $22,432 · management and general $22,432

  • 24c · Other expenses: EVENT EXPENSES

    total $346 · fundraising $346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,516 · end of year $105,620

  • 3 · Pledges and grants receivable

    beginning of year $40,149

  • 4 · Accounts receivable

    end of year $10,300

  • 7 · Other notes and loans receivable

    beginning of year $198,000 · end of year $195,682

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,509 · end of year $37,560

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

    $34,775

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

    $29,871

  • 10c · Land, buildings and equipment, net

    beginning of year $3,548 · end of year $4,904

  • 11 · Investments: publicly traded securities

    beginning of year $7,728,572 · end of year $9,078,211

  • 12 · Investments: other securities

    beginning of year $3,140,751 · end of year $3,487,341

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,202 · end of year $9,002

  • 25 · Other liabilities

    beginning of year $514,239 · end of year $818,502

  • 27 · Net assets without donor restrictions

    beginning of year $7,640,719 · end of year $8,608,666

  • 28 · Net assets with donor restrictions

    beginning of year $3,005,885 · end of year $3,483,448

Mission and programs · 2023

Mission

THE ATHENS COUNTY FOUNDATION BUILDS ON THE STRENGTHS OF OUR COMMUNITY, ADVANCING PARTICIPATION AND COLLABORATION TO ADDRESS LONG STANDING CHALLENGES AND PURSUE EXTRAORDINARY OPPORTUNITIES.

Activities or mission (Part I)

THE ATHENS COUNTY FOUNDATION ENHANCES THE QUALITY OF LIFE FOR THE PEOPLE OF OUR REGION THROUGH BUILDING ENDOWMENTS, AWARDING GRANTS, AND PROVIDING LEADERSHIP ON KEY COMMUNITY ISSUES NOW AND FOR GENERATIONS TO COME.

  • THE FOUNDATION AWARDS COMPETITIVE GRANTS AND DISTRIBUTIONS THROUGH AN APPLICATION AND REVIEW PROCESS. THE FOCUS OF THESE AWARDS IS TOWARD EDUCATION, WELFARE ENHANCEMENT, CIVIC PROJECTS, AND COMMUNITY BETTERMENT THROUGH GRANTS TO ORGANIZATIONS IN ATHENS, OHIO AND THE SURROUNDING AREA. DURING THE YEAR THERE WERE 117 GRANTS AWARDED.

    Expenses $901,561 · Grants $740,487

  • LEADERSHIP ATHENS COUNTY PROGRAM IS A NINE-MONTH COURSE AIMED AT DEVELOPING A GROUP OF INFORMED CITIZENS TO PROVIDE DYNAMIC COMMUNITY LEADERSHIP. IT ALSO ENCOMPASSES A YOUTH LEADERSHIP GROUP COMPONENT AIMED AT DEVELOPING FUTURE LEADERS

    Revenue $16,250

  • CAPACITY BUILDING PROGRAM FOR ATHENS COUNTY NON-PROFITS

As filed on the 2023 return.

Listed in Part VII

  • Kerry S Pigman

    EXECUTIVE DI

    Total calculated
    $103,304
    From this org
    $96,800
    From related orgs
    $0
    Other
    $6,504
    Hours/week
    40

  • Jane Cavarozzi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Otis Crockron

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Laurie Deal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tee Ford-Ahmed

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Randy Gonzalez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jen L'Heureux

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Therese Lackey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Karoline Lane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Geoffrey Morgan

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Julia Paxton Pagan

    VICE CHAIRPE

    Total calculated
    $0
    Hours/week
    2

  • Steve Patterson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott Robe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cheryl Sylvester

    PRESIDENT &

    Total calculated
    $0
    Hours/week
    2

  • Jessica Thomas

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

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

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

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.

  • ATHENS FOUNDATION HOLDING COMPANY

    CHARITABLE · OH · assets $7

    Directly controlled by ATHENS CO

  • ATHENS COUNTY FOUNDATION SERVICES

    CHARITABLE · OH · assets $3,010

    Directly controlled by ATHENS CO

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202522169349301542

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.