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← COMMUNITY FUND MANAGEMENT FOUNDATION

Form 990 for tax year 2024

Filed by COMMUNITY FUND MANAGEMENT FOUNDATION.

Totals

Total revenue
$3,306,550
Total expenses
$2,100,638
Contributions and grants received
$959,528
Grants paid
$651,160
Program service revenue
$1,261,393
Investment income
$1,085,629
Other revenue
$0
Total assets, end of year
$13,369,884
Total liabilities, end of year
$261,335
Net assets or fund balances, end of year
$13,108,549
Program services expenses (Part IX)
$1,831,103
Management and general expenses
$269,535
Fundraising expenses
$0
Program service expenses (Part III)
$1,831,103

Program services were 87.2% 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

    $959,528

  • 2a · Program service revenue: ANNUAL TRUST FEES

    total $728,891 · related or exempt $728,891

  • 2b · Program service revenue: SET-UP FEES

    total $532,502 · related or exempt $532,502

  • 3 · Investment income

    total $324,617 · excluded $324,617

  • 7a · Gross sales of assets other than inventory

    securities $761,012

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

    securities $0

  • 7c · Gain or loss

    securities $761,012

  • 7d · Net gain or loss

    total $761,012 · excluded $761,012

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $345,462 · program services $345,462

  • 2 · Grants to domestic individuals

    total $305,698 · program services $305,698

  • 5 · Compensation of officers, directors and key employees

    total $325,998 · program services $293,398 · management and general $32,600

  • 7 · Other salaries and wages

    total $521,157 · program services $469,041 · management and general $52,116

  • 8 · Pension plan contributions

    total $79,992 · program services $71,993 · management and general $7,999

  • 10 · Payroll taxes

    total $62,194 · program services $55,975 · management and general $6,219

  • 11b · Fees: legal

    total $13,503 · program services $13,503

  • 11c · Fees: accounting

    total $30,000 · management and general $30,000

  • 11f · Fees: investment management

    total $101,559 · management and general $101,559

  • 11g · Fees: other

    total $19,750 · program services $19,750

  • 13 · Office expenses

    total $148,359 · program services $130,556 · management and general $17,803

  • 16 · Occupancy

    total $98,615 · program services $86,781 · management and general $11,834

  • 17 · Travel

    total $3,208 · program services $2,887 · management and general $321

  • 19 · Conferences, conventions and meetings

    total $7,119 · program services $6,407 · management and general $712

  • 22 · Depreciation, depletion and amortization

    total $8,833 · program services $7,773 · management and general $1,060

  • 23 · Insurance

    total $11,016 · program services $5,508 · management and general $5,508

  • 24a · Other expenses: TRUSTEE FEES

    total $3,140 · program services $3,140

  • 24e · All other expenses

    total $15,035 · program services $13,231 · management and general $1,804

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,207,097 · end of year $1,442,895

  • 2 · Savings and temporary cash investments

    beginning of year $560,382 · end of year $1,270,575

  • 4 · Accounts receivable

    beginning of year $0 · end of year $8,750

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,005 · end of year $5,016

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

    $386,997

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

    $93,023

  • 10c · Land, buildings and equipment, net

    beginning of year $234,901 · end of year $293,974

  • 11 · Investments: publicly traded securities

    beginning of year $638,764 · end of year $668,034

  • 12 · Investments: other securities

    beginning of year $7,930,354 · end of year $9,496,385

  • 15 · Other assets

    beginning of year $5,275 · end of year $184,255

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,555 · end of year $70,875

  • 25 · Other liabilities

    beginning of year $0 · end of year $190,460

  • 27 · Net assets without donor restrictions

    beginning of year $11,561,223 · end of year $13,108,549

Mission and programs · 2024

Mission

COMMUNITY FUND MANAGEMENT FOUNDATION, INC. DBA COMMUNITY FUND OHIO IS A NON-PROFIT ORGANIZATION CREATED TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES THAT HELP ENABLE INDIVIDUALS WITH DISABILITIES TO USE PRIVATE FUNDS TO ENHANCE THEIR QUALITY OF LIFE WHILE ATTEMPTING TO SAFEGUARD THEIR ELIGIBILITY FOR GOVERNMENTAL BENEFITS.

Activities or mission (Part I)

HATO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES.

  • COMMUNITY FUND MANAGEMENT FOUNDATION (THE FOUNDATION) ESTABLISHES AND ADMINISTERS SEVERAL TYPES OF TRUSTS, EDUCATION PROGRAMS AND RELATED SERVICES FOR OHIO RESIDENTS WITH DISABILITIES. DURING THE YEAR ENDED DECEMBER 31, 2024, A TOTAL OF 314 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2024, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,401 TRUSTS FOR CLIENTS.

    Expenses $1,179,943 · Revenue $1,261,393

  • CFMF PROVIDES GRANTS TO INDIVIDUALS AND NONPROFIT ORGANIZATIONS.CFMF OFFERS TWO TYPES OF GRANTS FOR INDIVIDUALS: THE HARDSHIP/EMERGENT NEEDS GRANTS ARE FOR THOSE WHO SEEK RELIEF FROM A HARDSHIP OR ASSISTANCE WITH AN EMERGENT NEED. THE EDUCATIONAL / ASSISTANCE GRANT IS FOR INDIVIDUALS WHO WISH TO APPLY FOR THE COST OF TUITION AND/OR TRAVEL EXPENSES TO ATTEND AN EDUCATIONAL PROGRAM, INCLUDING BUT NOT LIMITED TO, A SEMINAR, SCHOOL, OR CONTINUING EDUCATION PROGRAM. GRANTS FOR NONPROFIT ORGANIZATIONS ARE OFFERED TO ORGANIZATIONS THAT PROVIDE DIRECT SERVICES OR IMPROVE ACCESS TO SERVICES FOR PEOPLE WITH DISABILITIES.

    Expenses $651,160 · Grants $651,160

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

Listed in Part VII

  • Laura Mathews

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Maggie L Sutton Esq

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Elaine Eisner

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Carla Tricarichi

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Frances Elliott Ulrich

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Wise

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Amber Gibbs EdD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lindsay C Jones Edq

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Molly B Murphy

    DEPUTY DIRECTOR

    Total calculated
    $115,448
    From this org
    $115,448
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kelly Petty

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nabil Shaheen

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jill Fowler

    EXECUTIVE DIRECTOR

    Total calculated
    $61,846
    From this org
    $61,846
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Amanda M Buzo

    EXECUTIVE DIRECTOR

    Total calculated
    $148,704
    From this org
    $148,704
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,615
    Bonus
    $3,179
    Other
    $910
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $148,704

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202523219349301462

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