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Nonprofiteer
← THE COMMUNITY FOUNDATION FOR THE CSRA

Form 990 for tax year 2023

Filed by THE COMMUNITY FOUNDATION FOR THE CSRA.

Totals

Total revenue
$19,377,290
Total expenses
$14,394,085
Contributions and grants received
$17,029,098
Grants paid
$11,981,491
Program service revenue
$313,238
Investment income
$2,034,954
Other revenue
$0
Total assets, end of year
$160,175,077
Total liabilities, end of year
$41,692,629
Net assets or fund balances, end of year
$118,482,448
Program services expenses (Part IX)
$13,553,242
Management and general expenses
$686,510
Fundraising expenses
$154,333
Program service expenses (Part III)
$13,553,242

Program services were 94.2% 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

    $17,029,098

  • 1g · Noncash contributions included above

    $4,102,755

  • 2a · Program service revenue: DONOR ADMINISTRATIVE FEES

    total $170,028 · related or exempt $170,028

  • 2b · Program service revenue: INVESTMENT INCOME - NOTE RECEIVAB

    total $143,210 · related or exempt $143,210

  • 3 · Investment income

    total $2,425,383 · excluded $2,425,383

  • 7a · Gross sales of assets other than inventory

    securities $14,383,064

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

    securities $14,773,493

  • 7c · Gain or loss

    securities -$390,429

  • 7d · Net gain or loss

    total -$390,429 · excluded -$390,429

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,981,491 · program services $11,981,491

  • 5 · Compensation of officers, directors and key employees

    total $252,060 · program services $197,217 · management and general $27,845 · fundraising $26,998

  • 7 · Other salaries and wages

    total $519,085 · program services $293,460 · management and general $140,550 · fundraising $85,075

  • 8 · Pension plan contributions

    total $81,555 · program services $35,611 · management and general $33,286 · fundraising $12,658

  • 9 · Other employee benefits

    total $29,536 · program services $28,411 · management and general $1,125

  • 10 · Payroll taxes

    total $54,126 · program services $35,637 · management and general $10,699 · fundraising $7,790

  • 11c · Fees: accounting

    total $43,946 · management and general $43,946

  • 11f · Fees: investment management

    total $337,531 · management and general $337,531

  • 11g · Fees: other

    total $60,732 · program services $24,717 · management and general $32,458 · fundraising $3,557

  • 13 · Office expenses

    total $8,965 · management and general $8,965

  • 14 · Information technology

    total $8,536 · management and general $6,865 · fundraising $1,671

  • 16 · Occupancy

    total $41,842 · program services $22,303 · management and general $15,822 · fundraising $3,717

  • 17 · Travel

    total $4,200 · program services $1,699 · fundraising $2,501

  • 19 · Conferences, conventions and meetings

    total $5,149 · program services $5,149

  • 20 · Interest

    total $648,967 · program services $648,967

  • 21 · Payments to affiliates

    total $204,065 · program services $204,065

  • 23 · Insurance

    total $9,178 · management and general $9,178

  • 24a · Other expenses: STRATEGIC PLANNING

    total $45,000 · program services $37,950 · fundraising $7,050

  • 24b · Other expenses: PROFESSIONAL DEVELOPMEN

    total $29,491 · program services $18,839 · management and general $7,336 · fundraising $3,316

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $21,292 · program services $17,656 · management and general $3,636

  • 24d · Other expenses: UNRELATED BUSINESS INCO

    total $1,125 · management and general $1,125

  • 24e · All other expenses

    total $6,213 · program services $70 · management and general $6,143

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,482,224 · end of year $4,825,377

  • 4 · Accounts receivable

    beginning of year $11,934 · end of year $11,934

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,121

  • 11 · Investments: publicly traded securities

    beginning of year $99,625,026 · end of year $118,545,105

  • 12 · Investments: other securities

    beginning of year $15,539,156 · end of year $16,470,570

  • 13 · Investments: program-related

    beginning of year $14,321,000 · end of year $14,321,000

  • 15 · Other assets

    beginning of year $6,240,504 · end of year $6,001,091

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,067 · end of year $23,384

  • 18 · Grants payable

    beginning of year $14,832 · end of year $14,000

  • 21 · Escrow or custodial account liability

    beginning of year $30,542,308 · end of year $34,705,461

  • 25 · Other liabilities

    beginning of year $6,516,292 · end of year $6,949,784

  • 27 · Net assets without donor restrictions

    beginning of year $95,157,828 · end of year $109,980,510

  • 28 · Net assets with donor restrictions

    beginning of year $7,987,638 · end of year $8,501,938

Mission and programs · 2023

Mission

CULTIVATE GENEROSITY BY GIVING DONORS THE TOOLS AND INFORMATION THEY NEED TO MAKE A SIGNIFICANT DIFFERENCE IN OUR COMMUNITY. STRENGTHEN NON-PROFITS BY CONNECTING ORGANIZATIONS TO FINANCIAL RESOURCES, TRAINING AND OPPORTUNITIES FOR MEANINGFUL COLLABORATION. ENGAGE OUR COMMUNITY AROUND ISSUES THAT MATTER TO US ALL.

Activities or mission (Part I)

TO ENGAGE, INFORM, AND INSPIRE DONORS AND NONPROFITS TO BUILD A STRONGER AND MORE VIBRANT COMMUNITY.

  • WE ARE EMBEDDED IN OUR COMMUNITY IN WAYS THAT HELP CONVENE, CONNECT, AND GROW OUR COLLECTIVE IMPACT ON ISSUES THAT MATTER TO US ALL. OUR EXPERTISE AND KNOWLEDGE OF THE LOCAL NONPROFIT COMMUNITY HELPS US UNDERSTAND WHAT A GOOD NONPROFIT LOOKS LIKE AND HOW TO MEASURE ITS SUCCESS. THAT EXPERTISE IS BUILT UPON 20-PLUS YEARS OF EXPERIENCE IN AWARDING COMPETITIVE GRANTS FROM OUR UNRESTRICTED DOLLARS TO A VARIETY OF NONPROFITS IN OUR REGION. WITH THAT KNOWLEDGE, WE STRIVE TO INVEST PHILANTHROPIC DOLLARS IN THE SMARTEST, MOST IMPACTFUL WAY.THE COMMUNITY FOUNDATION'S COMPETITIVE GRANTS PROGRAMS INCLUDE COMMUNITY GRANTS, HARRISBURG LITERACY INITIATIVE AND MULTIPLE SCHOLARSHIPS. OTHER LOCAL GRANT MAKING FUNDS, SUCH AS WOMEN IN PHILANTHROPY, MARY WARREN FUND AND THE ST. JOSEPH FOUNDATION, WORK WITH OUR TEAM TO AWARD FUNDS THROUGH A COMPETITIVE GRANT PROCESS. ALL OF THESE PROGRAMS HAVE A RIGOROUS REVIEW PROCESS AND TRACK THE OUTCOMES AND IMPACT OF THEIR GRANTMAKING EACH YEAR AND EACH HAVE MADE A MEASURABLE, POSITIVE IMPACT ON THE CSRA.WE PARTNER WITH MANY OF OUR LOCAL NONPROFITS BY MANAGING THEIR ENDOWMENT ASSETS.

    Expenses $13,553,242 · Grants $11,981,491 · Revenue $313,238

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charles G Caye Jr

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James B Trotter

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan E Nicholson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Faye Hargrove

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian J Marks

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frank Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James Jim Houston Armstrong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William H Barrett Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James J Bernstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas M Blanchard Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Braye C Boardman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Clayton P Boardman III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Eddie Bussey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Cates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Natalie Schweers Coghill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Zack O Daffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joann Herbert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James M Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Duncan N Johnson Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ruth A Knox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • H Montague Osteen Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • N Turner Simkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barry L Storey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • William H Tucker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Shell Knox Berry

    PRESIDENT/CEO

    Total calculated
    $252,060
    From this org
    $210,000
    From related orgs
    $0
    Other
    $42,060
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    $0
    Other
    $0
    Deferred
    $35,208
    Nontaxable benefits
    $6,852
    Filer's total
    $252,060

  • Elizabeth Finch

    VICE PRESIDENT OF FINANCE

    Total calculated
    $150,600
    From this org
    $126,000
    From related orgs
    $0
    Other
    $24,600
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $126,000
    Bonus
    $0
    Other
    $0
    Deferred
    $24,600
    Nontaxable benefits
    $0
    Filer's total
    $150,600

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CSRA FOUNDATION PROPERTY HOLDINGS INC

    501(C)(3) · TO HOLD PROPERTIES GIFTED TO THE CFCSRA · GA · controlled entity

    Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA

  • HUB AUGUSTA COLLABORATIVE INC

    501(C)(3) · SEE SCHEDULE R SUPPLEMENTAL EXPLANATIONS · GA · controlled entity

    Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA

  • HUB FOR COMMUNITY INNOVATION INC

    501(C)(3) · SEE SCHEDULE R SUPPLEMENTAL EXPLANATIONS · GA · controlled entity

    Directly controlled by THE COMMUNITY FOUNDATION FOR THE CSRA

Provenance

Return type
form_990
Tax year
2023
Filed
5 September 2024
IRS schema version
2023v5.1
Source object
202442639349300229

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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