Totals
- Total revenue
- $7,221,415
- Total expenses
- $5,602,894
- Contributions and grants received
- $5,218,771
- Grants paid
- $3,256,192
- Program service revenue
- $244,303
- Investment income
- $1,754,214
- Other revenue
- $4,127
- Total assets, end of year
- $109,518,613
- Total liabilities, end of year
- $57,884,213
- Net assets or fund balances, end of year
- $51,634,400
- Program services expenses (Part IX)
- $4,896,765
- Management and general expenses
- $384,352
- Fundraising expenses
- $321,777
- Program service expenses (Part III)
- $4,896,765
Program services were 87.4% 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.
-
1b · Membership dues
$40,000
-
1e · Government grants (contributions)
$40,740
-
1f · All other contributions, gifts and grants
$5,138,031
-
1g · Noncash contributions included above
$581,905
-
2a · Program service revenue: ADMINISTRATIVE FEE INCOME
total $181,583 · related or exempt $181,583
-
2b · Program service revenue: OPERATING ENDOWMENT
total $62,720 · related or exempt $62,720
-
3 · Investment income
total $1,614,389 · unrelated business -$8,619 · excluded $1,623,008
-
7a · Gross sales of assets other than inventory
securities $2,930,581
-
7b · Less cost or other basis and sales expenses
securities $2,790,756
-
7c · Gain or loss
securities $139,825
-
7d · Net gain or loss
total $139,825 · excluded $139,825
-
11a · Other revenue: MISC INCOME
total $10,362 · related or exempt $10,362
-
11b · Other revenue: LOSS ON INVESTMENT IN LLC
total -$6,235 · excluded -$6,235
-
11e · Other revenue, total
$4,127
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,256,192 · program services $3,256,192
-
5 · Compensation of officers, directors and key employees
total $189,919 · program services $47,479 · management and general $47,480 · fundraising $94,960
-
7 · Other salaries and wages
total $324,337 · program services $159,689 · management and general $81,241 · fundraising $83,407
-
8 · Pension plan contributions
total $18,389 · program services $9,113 · management and general $4,606 · fundraising $4,670
-
9 · Other employee benefits
total $27,413 · program services $14,532 · management and general $6,869 · fundraising $6,012
-
10 · Payroll taxes
total $37,510 · program services $15,459 · management and general $9,390 · fundraising $12,661
-
11b · Fees: legal
total $3,304 · management and general $3,304
-
11c · Fees: accounting
total $32,110 · management and general $32,110
-
11f · Fees: investment management
total $139,318 · management and general $139,318
-
12 · Advertising and promotion
total $16,756 · program services $4,189 · management and general $4,189 · fundraising $8,378
-
13 · Office expenses
total $18,724 · program services $4,681 · management and general $4,681 · fundraising $9,362
-
14 · Information technology
total $37,488 · program services $9,372 · management and general $9,372 · fundraising $18,744
-
16 · Occupancy
total $44,573 · program services $11,143 · management and general $11,143 · fundraising $22,287
-
17 · Travel
total $2,001 · program services $500 · management and general $500 · fundraising $1,001
-
19 · Conferences, conventions and meetings
total $13,368 · program services $3,342 · management and general $3,342 · fundraising $6,684
-
22 · Depreciation, depletion and amortization
total $7,929 · program services $1,982 · management and general $1,982 · fundraising $3,965
-
23 · Insurance
total $4,291 · program services $1,073 · management and general $1,073 · fundraising $2,145
-
24a · Other expenses: MISCELLANEOUS FUND EXPE
total $1,327,048 · program services $1,327,048
-
24b · Other expenses: OTHER
total $87,077 · program services $21,770 · management and general $21,770 · fundraising $43,537
-
24c · Other expenses: MAINTENANCE
total $7,928 · program services $1,982 · management and general $1,982 · fundraising $3,964
-
24d · Other expenses: ANNUITY PAYMENTS
total $7,219 · program services $7,219
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,315,146 · end of year $3,679,361
-
2 · Savings and temporary cash investments
beginning of year $2,316,767 · end of year $3,703,546
-
3 · Pledges and grants receivable
beginning of year $2,300,000 · end of year $9,625
-
9 · Prepaid expenses and deferred charges
beginning of year $20,495 · end of year $25,219
-
10a · Land, buildings and equipment: cost or other basis
$196,452
-
10b · Land, buildings and equipment: accumulated depreciation
$157,598
-
10c · Land, buildings and equipment, net
beginning of year $36,726 · end of year $38,854
-
11 · Investments: publicly traded securities
beginning of year $72,037,861 · end of year $67,164,152
-
12 · Investments: other securities
beginning of year $35,830,925 · end of year $33,978,203
-
13 · Investments: program-related
beginning of year $266,077 · end of year $259,842
-
15 · Other assets
beginning of year $741,184 · end of year $659,811
-
17 · Accounts payable and accrued expenses
beginning of year $49,911 · end of year $76,294
-
18 · Grants payable
beginning of year $344,611 · end of year $227,446
-
21 · Escrow or custodial account liability
beginning of year $58,184,828 · end of year $57,373,287
-
25 · Other liabilities
beginning of year $184,643 · end of year $207,186
-
27 · Net assets without donor restrictions
beginning of year $14,192,151 · end of year $12,038,594
-
28 · Net assets with donor restrictions
beginning of year $43,909,037 · end of year $39,595,806
Mission and programs · 2022
Mission
OUR MISSION IS TO RAISE, STRENGTHEN, AND DISTRIBUTE PERMANENT CHARITABLE FUNDS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF CLARK COUNTY.
Activities or mission (Part I)
PROVIDE FOR ADVANCEMENT AND SUPPORT OF EDUCATION, WELFARE SERVICES, RECREATION, FINE ARTS, HEALTH SERVICES AND ENHANCEMENT OF CHILDREN'S LIVES.
-
THE SPRINGFIELD FOUNDATION PARTNERS WITH INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO PROVIDE A PERMANENT SOURCE OF CHARITABLE CAPITAL TO IMPROVE THE QUALITY OF LIFE OF THOSE IN CLARK COUNTY, OHIO. THESE RESOURCES ARE STRENGTHENED THROUGH SOUND INVESTMENT AND DILIGENT STEWARDSHIP AND ARE DISTRIBUTED AS GRANTS TO NON-PROFIT ORGANIZATIONS AND AS SCHOLARSHIPS FOR STUDENTS THROUGHOUT THE COMMUNITY.
Expenses $4,896,765 · Grants $3,256,193 · Revenue $254,665
As filed on the 2022 return.
Listed in Part VII
-
Victoria Dawson-ScruseVICTORIA DAWSON-SCRUSE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Stephen MoodySTEPHEN MOODY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Amanda LantzAMANDA LANTZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Nettie Carter-SmithNETTIE CARTER-SMITH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Aaron ClarkAARON CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kristi LeethKRISTI LEETH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matt LutherMATT LUTHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sunna BassSUNNA BASS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg RogersGREG ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pam MeermansPAM MEERMANS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory FlaxGREGORY FLAX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Humera UmeraniHUMERA UMERANI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeanne LampeJEANNE LAMPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Basil FettBASIL FETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chris WellsCHRIS WELLS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Blake ShafferBLAKE SHAFFER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sharon FrandsenSHARON FRANDSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rachel WilsonRACHEL WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Pastor Jermain MaynardPASTOR JERMAIN MAYNARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ted Vander RoestTED VANDER ROEST
EXECUTIVE DIRECTOR
- Total calculated
- $71,416
- From this org
- $55,975
- From related orgs
- $0
- Other
- $15,441
- Hours/week
- 40
-
Susan CareySUSAN CAREY
EXECUTIVE DIRECTOR
- Total calculated
- $118,503
- From this org
- $104,527
- From related orgs
- $0
- Other
- $13,976
- 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
-
NORTH HAMPTON COMMUNITY CHURCH
$500,000
GENERAL SUPPORT
-
SPRINGFIELD SYMPHONY ORCHESTRA
$116,198
GENERAL SUPPORT
-
$86,686
GENERAL SUPPORT
-
$83,445
GENERAL SUPPORT
-
$74,278
GENERAL SUPPORT
-
$66,991
GENERAL SUPPORT
-
EDUCATION
-
$55,939
GENERAL SUPPORT
-
$52,758
GENERAL SUPPORT
-
$47,350
EDUCATION
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.
-
THE SPRINGFIELD FOUNDATION REALTY ONE LLC
TO SELL REAL ESTATE DONATED TO THE SPRINGFIELD FOUNDATION · OH · income $0 · assets $0
Directly controlled by THE SPRINGFIELD FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349313667
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.