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Nonprofiteer
← UNION CITY COMMUNITY FOUNDATION

Form 990 for tax year 2022

Filed by UNION CITY COMMUNITY FOUNDATION.

Totals

Total revenue
$319,814
Total expenses
$327,439
Contributions and grants received
$18,688
Grants paid
$216,417
Program service revenue
$0
Investment income
$301,126
Other revenue
$0
Total assets, end of year
$5,996,836
Total liabilities, end of year
$53,867
Net assets or fund balances, end of year
$5,942,969
Program services expenses (Part IX)
$282,882
Management and general expenses
$39,292
Fundraising expenses
$5,265
Program service expenses (Part III)
$282,882

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN JONES

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • KYLE BLAKESLEE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DIANE BOWES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ABIGAIL BIEBEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROGELIO ALLANIGUE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAT BURGESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DARRELL COOPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN SURKALA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK WEBB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAWN GROSS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • NATALIE WILMOTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM SHREVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER CLARK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NORM TROYER

    TRUSTEE (EMERITUS - NON VO

    Total calculated
    $0
    Hours/week
    1

  • MATT BENNETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LARRY OBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN BILOWITH

    PRESIDENT

    Total calculated
    $303,124
    From this org
    $0
    From related orgs
    $277,000
    Other
    $26,124
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $250,000 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $7,000 related
    Deferred
    $0 + $17,500 related
    Nontaxable benefits
    $0 + $8,624 related
    Filer's total
    $0 + $303,124 related

  • MICHAEL BATCHELOR

    FORMER PRESIDENT

    Total calculated
    $635,131
    From this org
    $0
    From related orgs
    $613,260
    Other
    $21,871
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $120,500 related
    Bonus
    $0
    Other
    $0 + $492,760 related
    Deferred
    $0 + $13,255 related
    Nontaxable benefits
    $0 + $8,616 related
    Filer's total
    $0 + $635,131 related

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
T IS THE POLICY OF THE FOUNDATION TO CONSIDER MEMBERSHIP IN ORGANIZATIONS THAT WOULD PROMOTE THE ADVANCEMENT OF THE FOUNDATION, ENHANCE THE PROFESSIONAL STANDING OF ITS SENIOR PERSONNEL, AND FACILITATE FAVORABLE COMMUNITY RELATIONS. COSTS IN RELATION TO BENEFITS SHALL BE CONSIDERED. MEMBERSHIP IN AN ORGANIZATION MUST BE USED PRIMARILY FOR BUSINESS PURPOSES. KAREN BILOWITH AND SUSANNAH WEIS FRIGON ARE THE ONLY EMPLOYEES WHO RECEIVE THE SOCIAL CLUB BENEFIT. THIS BENEFIT IS INCLUDED IN COMPENSATION AS A TAXABLE FRINGE BENEFIT.
PART I, LINE 4B
PREVIOUSLY REPORTED FOUNDATION CONTRIBUTIONS TO AS WELL AS PREVIOUSLY REPORTED INVESTMENT EARNINGS OF A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR MICHAEL BATCHELOR RESULTED IN AN AGGREGATE AMOUNT OF $486,396. UPON HIS RETIREMENT, ERIE COMMUNITY FOUNDATION DISBURSED THE ENTIRE AMOUNT TO MICHAEL BATCHELOR IN THE CURRENT YEAR.
FORM 990, SCHEDULE J, PART II, COLUMN F
PREVIOUSLY REPORTED FOUNDATION CONTRIBUTIONS TO AS WELL AS PREVIOUSLY REPORTED INVESTMENT EARNINGS OF A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR MICHAEL BATCHELOR RESULTED IN AN AGGREGATE AMOUNT OF $486,396. UPON HIS RETIREMENT, ERIE COMMUNITY FOUNDATION DISBURSED THE ENTIRE AMOUNT TO MICHAEL BATCHELOR IN THE CURRENT YEAR.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343199349315909

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