Skip to content
Nonprofiteer
← FOUNDATION FOR APPALACHIAN OHIO

Form 990 for tax year 2022

Filed by FOUNDATION FOR APPALACHIAN OHIO.

Totals

Total revenue
$22,438,784
Total expenses
$5,525,145
Contributions and grants received
$20,052,764
Grants paid
$1,975,071
Program service revenue
$865,460
Investment income
$1,497,522
Other revenue
$23,038
Total assets, end of year
$81,090,516
Total liabilities, end of year
$6,470,033
Net assets or fund balances, end of year
$74,620,483
Program services expenses (Part IX)
$3,585,377
Management and general expenses
$1,494,838
Fundraising expenses
$444,930
Program service expenses (Part III)
$3,585,377

Program services were 64.9% 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

    $20,052,764

  • 2a · Program service revenue: OTHER FEES

    total $865,460 · related or exempt $865,460

  • 3 · Investment income

    total $1,115,126 · excluded $1,115,126

  • 6a · Gross rents

    real property $12,550

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $12,550

  • 6d · Net rental income or loss

    total $12,550 · excluded $12,550

  • 7a · Gross sales of assets other than inventory

    securities $27,545,836

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

    securities $27,161,568 · other assets $1,872

  • 7c · Gain or loss

    securities $384,268 · other assets -$1,872

  • 7d · Net gain or loss

    total $382,396 · excluded $382,396

  • 8a · Fundraising events: gross income

    $30,172

  • 8b · Fundraising events: direct expenses

    $19,684

  • 8c · Net income from fundraising events

    total $10,488 · excluded $10,488

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,419,049 · program services $1,419,049

  • 2 · Grants to domestic individuals

    total $556,022 · program services $556,022

  • 5 · Compensation of officers, directors and key employees

    total $238,600 · program services $112,142 · management and general $81,124 · fundraising $45,334

  • 7 · Other salaries and wages

    total $1,065,471 · program services $490,117 · management and general $372,915 · fundraising $202,439

  • 8 · Pension plan contributions

    total $11,977 · program services $5,629 · management and general $4,072 · fundraising $2,276

  • 9 · Other employee benefits

    total $82,476 · program services $38,764 · management and general $28,042 · fundraising $15,670

  • 10 · Payroll taxes

    total $98,542 · program services $45,329 · management and general $34,490 · fundraising $18,723

  • 11c · Fees: accounting

    total $24,190 · management and general $24,190

  • 11f · Fees: investment management

    total $53,585 · management and general $53,585

  • 11g · Fees: other

    total $1,544,759 · program services $686,199 · management and general $814,235 · fundraising $44,325

  • 12 · Advertising and promotion

    total $92,468 · program services $92,468

  • 13 · Office expenses

    total $51,065 · program services $21,447 · management and general $13,277 · fundraising $16,341

  • 14 · Information technology

    total $147,438 · program services $61,924 · management and general $38,334 · fundraising $47,180

  • 16 · Occupancy

    total $52,219 · program services $21,932 · management and general $13,577 · fundraising $16,710

  • 17 · Travel

    total $35,844 · program services $12,904 · management and general $1,434 · fundraising $21,506

  • 19 · Conferences, conventions and meetings

    total $10,904 · program services $4,547 · management and general $2,835 · fundraising $3,522

  • 22 · Depreciation, depletion and amortization

    total $40,536 · program services $16,904 · management and general $12,728 · fundraising $10,904

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,294,588 · end of year $15,559,969

  • 2 · Savings and temporary cash investments

    beginning of year $2,127,805 · end of year $2,273,652

  • 3 · Pledges and grants receivable

    beginning of year $813,887 · end of year $1,616,991

  • 7 · Other notes and loans receivable

    beginning of year $1,229,635 · end of year $1,137,374

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,048 · end of year $22,794

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

    $1,209,131

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

    $376,628

  • 10c · Land, buildings and equipment, net

    beginning of year $861,843 · end of year $832,503

  • 11 · Investments: publicly traded securities

    beginning of year $63,398,616 · end of year $59,647,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,237 · end of year $81,702

  • 18 · Grants payable

    beginning of year $68,208 · end of year $47,458

  • 25 · Other liabilities

    beginning of year $7,213,187 · end of year $6,340,873

  • 27 · Net assets without donor restrictions

    beginning of year $14,732,767 · end of year $14,540,621

  • 28 · Net assets with donor restrictions

    beginning of year $52,694,023 · end of year $60,079,862

Mission and programs · 2022

Mission

THE FOUNDATION FOR APPALACHIAN OHIO (FAO) IS A REGIONAL COMMUNITY FOUNDATION SERVING THE 32 COUNTIES OF APPALACHIAN OHIO. THE FOUNDATION CREATES OPPORTUNITIES FOR APPALACHIAN OHIO'S CITIZENS AND COMMUNITIES BY INSPIRING AND SUPPORTING PHILANTHROPY. AT THE FOUNDATION FOR APPALACHIAN OHIO, WE ENVISION A REGION ABUNDANT IN POSSIBILITIES. WE WORK TOWARDS THIS IN PARTNERSHIP WITH OUR DONORS, GRANTEES, AND COMMUNITY MEMBERS BY SHRINKING THE PHILANTHROPY GAP BETWEEN APPALACHIAN OHIO AND THE REST OF THE STATE; AWARDING GRANTS TO NONPROFIT ORGANIZATIONS, SCHOOLS, AND COMMUNITIES; AND CONVENING PARTNERS TOGETHER MORE REGULARLY AROUND MATTERS OF IMPORTANCE TO OUR REGION.

Activities or mission (Part I)

FAO IS A REGIONAL COMMUNITY FOUNDATION SERVING THE 32 COUNTIES OF APPALACHIAN OHIO WITH A MISSION TO CREATE OPPORTUNITIES FOR APPALACHIAN OHIO'S CITIZENS AND COMMUNITIES BY INSPIRING AND SUPPORTING PHILANTHROPY.

  • IN A REGION WHERE THERE ARE FAR FEWER PHILANTHROPIC RESOURCES AVAILABLE THAN IN THE REST OF THE STATE, FAO HAS PARTNERED WITH COMMUNITIES TO HELP THEM BUILD LOCALLY-FOCUSED ENDOWMENT AND RESOURCES TO REINVEST IN THEIR COMMUNITIES. LED BY LOCAL ON THE GROUND VOLUNTEERS, THESE COMMUNITY FUNDS ARE CREATING GRANTMAKING DOLLARS WHERE THEY HAVEN'T EXISTED BEFORE AND ARE CREATING NEW PATHS FOR CURRENT AND FORMER RESIDENTS TO GIVE BACK. WITH FAO'S SUPPORT AND PARTNERSHIP, THESE FUNDS HAVE DEVELOPED AND IMPLEMENTED OUTREACH STRATEGIES, HAVE BEEN FUNDRAISING, AND MANY HAVE EMBARKED ON THEIR FIRST GRANTMAKING INITIATIVES ACROSS THEIR COMMUNITIES.

    Expenses $1,610,306 · Revenue $865,460

  • THROUGHOUT THE YEAR, FAO'S FUNDS AWARD GRANTS THROUGH COMPETITIVE GRANT PROGRAMS AS WELL AS THROUGH STRATEGIC RECOMMENDATIONS IN PARTNERSHIP WITH COMMITTEES AND DONOR SERVICES. GRANT DOLLARS MAKE INVESTMENTS ACROSS MANY FIELDS OF INTEREST, INCLUDING ARTS AND CULTURE, COMMUNITY AND ECONOMIC DEVELOPMENT, EDUCATION, ENVIRONMENTAL STEWARDSHIP, AND HEALTH AND HUMAN SERVICES. FAO'S GRANT FUNDS SUPPORT INITIATIVES BASED IN NONPROFITS, SCHOOLS, AND COMMUNITY ORGANIZATIONS.

    Expenses $1,970,071 · Grants $1,970,071

  • IN PARTNERSHIP WITH DONORS WHO HAVE CREATED FUNDS TO CELEBRATE AND MEMORIALIZE LOVED ONES WITH THE GIFT OF EDUCATION, FAO AWARDED 264 SCHOLARSHIPS IN 2022. THESE SCHOLARSHIPS SERVE TO INSPIRE APPALACHIAN OHIO'S STUDENTS TO PURSUE POST-SECONDARY EDUCATION AND TO CONTRIBUTE TO REDUCING FINANCIAL BARRIERS THAT MIGHT STAND IN STUDENTS' WAY AS THEY CONTINUE THEIR EDUCATION.

    Expenses $5,000 · Grants $5,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Strickmaker Ronald

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Conger Tj

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Brooks Mike

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Chaddock Jeffery

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lahmers Nancy

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Wills Sarah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stockmeister Alan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brook Cara

    PRESIDENT/CEO

    Total calculated
    $201,547
    From this org
    $190,000
    From related orgs
    $0
    Other
    $11,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,547
    Filer's total
    $201,547

  • Campbell Marianne

    EMERITUS / TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • McLaughlin Robert Mick

    EMERITUS / TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Cremeans Ron

    EMERITUS / TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mooney Christopher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lusk Zimpher Nancy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tanner Kristi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Taylor Ken

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Fleming Terry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Moore Donnie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Wilhelm David

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Shelton Holly

    VICE PRESIDENT

    Total calculated
    $140,294
    From this org
    $126,294
    From related orgs
    $0
    Other
    $14,000
    Hours/week
    40

  • Adam Martin

    CFAO

    Total calculated
    $37,053
    From this org
    $36,813
    From related orgs
    $0
    Other
    $240
    Hours/week
    14

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

None.

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349302602

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.