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← FOUNDATION FOR APPALACHIAN OHIO

Form 990 for tax year 2024

Filed by FOUNDATION FOR APPALACHIAN OHIO.

Totals

Total revenue
$26,141,317
Total expenses
$11,501,492
Contributions and grants received
$20,432,573
Grants paid
$6,596,626
Program service revenue
$1,561,011
Investment income
$4,177,100
Other revenue
-$29,367
Total assets, end of year
$128,064,929
Total liabilities, end of year
$8,858,177
Net assets or fund balances, end of year
$119,206,752
Program services expenses (Part IX)
$8,296,736
Management and general expenses
$2,499,016
Fundraising expenses
$705,740
Program service expenses (Part III)
$8,296,736

Program services were 72.1% 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

    $64,927

  • 1f · All other contributions, gifts and grants

    $20,367,646

  • 2a · Program service revenue: OTHER FEES

    total $1,561,011 · related or exempt $1,561,011

  • 3 · Investment income

    total $2,991,679 · excluded $2,991,679

  • 7a · Gross sales of assets other than inventory

    securities $31,408,826

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

    securities $30,223,405

  • 7c · Gain or loss

    securities $1,185,421

  • 7d · Net gain or loss

    total $1,185,421 · excluded $1,185,421

  • 8a · Fundraising events: gross income

    $22,999

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

    $64,927

  • 8b · Fundraising events: direct expenses

    $52,366

  • 8c · Net income from fundraising events

    total -$29,367 · excluded -$29,367

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,856,840 · program services $5,856,840

  • 2 · Grants to domestic individuals

    total $739,786 · program services $739,786

  • 5 · Compensation of officers, directors and key employees

    total $440,792 · program services $204,739 · management and general $153,638 · fundraising $82,415

  • 7 · Other salaries and wages

    total $1,245,320 · program services $578,426 · management and general $434,056 · fundraising $232,838

  • 8 · Pension plan contributions

    total $34,391 · program services $15,974 · management and general $11,987 · fundraising $6,430

  • 9 · Other employee benefits

    total $113,714 · program services $52,818 · management and general $39,635 · fundraising $21,261

  • 10 · Payroll taxes

    total $125,999 · program services $58,524 · management and general $43,917 · fundraising $23,558

  • 11c · Fees: accounting

    total $37,000 · program services $7,710 · management and general $15,943 · fundraising $13,347

  • 11f · Fees: investment management

    total $90,753 · management and general $90,753

  • 11g · Fees: other

    total $2,157,839 · program services $479,917 · management and general $1,601,893 · fundraising $76,029

  • 12 · Advertising and promotion

    total $65,054 · program services $65,054

  • 13 · Office expenses

    total $74,316 · program services $31,423 · management and general $18,933 · fundraising $23,960

  • 14 · Information technology

    total $182,339 · program services $77,098 · management and general $46,453 · fundraising $58,788

  • 16 · Occupancy

    total $48,069 · program services $20,325 · management and general $12,246 · fundraising $15,498

  • 17 · Travel

    total $213,258 · program services $76,218 · management and general $7,752 · fundraising $129,288

  • 19 · Conferences, conventions and meetings

    total $34,995 · program services $14,797 · management and general $8,915 · fundraising $11,283

  • 22 · Depreciation, depletion and amortization

    total $41,027 · program services $17,087 · management and general $12,895 · fundraising $11,045

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,351,714 · end of year $1,157,744

  • 2 · Savings and temporary cash investments

    beginning of year $115,599 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,548,886 · end of year $1,591,008

  • 7 · Other notes and loans receivable

    beginning of year $1,853,551 · end of year $854,062

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,188 · end of year $30,306

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

    $1,211,676

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

    $428,388

  • 10c · Land, buildings and equipment, net

    beginning of year $818,423 · end of year $783,288

  • 11 · Investments: publicly traded securities

    beginning of year $97,827,591 · end of year $123,648,521

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,581 · end of year $47,589

  • 18 · Grants payable

    beginning of year $237,911 · end of year $400,232

  • 25 · Other liabilities

    beginning of year $7,134,199 · end of year $8,410,356

  • 27 · Net assets without donor restrictions

    beginning of year $33,778,134 · end of year $39,193,824

  • 28 · Net assets with donor restrictions

    beginning of year $64,323,127 · end of year $80,012,928

Mission and programs · 2024

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 $1,700,110 · Revenue $1,561,011

  • 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 $5,856,840 · Grants $5,856,840

  • IN PARTNERSHIP WITH DONORS WHO HAVE CREATED FUNDS TO CELEBRATE AND MEMORIALIZE LOVED ONES WITH THE GIFT OF EDUCATION, FAO AWARDED 664 SCHOLARSHIPS IN 2024. 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 $739,786 · Grants $739,786

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ronald Strickmaker

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Tj Conger

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Chaddock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nancy Lahmers

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Christopher Mooney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nancy Lusk Zimpher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sarah Wills

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kristi Tanner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ken Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tera Coleman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Teri Geiger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Megan Kvamme

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marc Reitter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tom W Johnson

    EMERITUS/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ron Cremeans

    EMERITUS/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Mick McLaughlin

    EMERITUS/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Holly Shelton

    VICE PRESIDENT

    Total calculated
    $179,245
    From this org
    $163,245
    From related orgs
    $0
    Other
    $16,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,245
    Bonus
    $0
    Other
    $0
    Deferred
    $16,000
    Nontaxable benefits
    $0
    Filer's total
    $179,245

  • Cara Brook

    PRESIDENT/CEO

    Total calculated
    $261,547
    From this org
    $250,000
    From related orgs
    $0
    Other
    $11,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    $0
    Other
    $0
    Deferred
    $11,547
    Nontaxable benefits
    $0
    Filer's total
    $261,547

  • Jo Ellen Diehl Yeary

    TRUSTEE

    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. 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
2024
Filed
22 October 2025
IRS schema version
2024v5.2
Source object
202533189349311393

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