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Nonprofiteer
← THE COMMUNITY TRUST FOUNDATION INC

Form 990 for tax year 2023

Filed by THE COMMUNITY TRUST FOUNDATION INC.

Totals

Total revenue
$1,069,333
Total expenses
$562,723
Contributions and grants received
$749,655
Grants paid
$339,386
Program service revenue
$0
Investment income
$319,678
Other revenue
$0
Total assets, end of year
$10,797,505
Total liabilities, end of year
$200,199
Net assets or fund balances, end of year
$10,597,306
Program services expenses (Part IX)
$512,042
Management and general expenses
$34,302
Fundraising expenses
$16,379
Program service expenses (Part III)
$512,042

Program services were 91.0% 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

    $749,655

  • 1g · Noncash contributions included above

    $9,000

  • 3 · Investment income

    total $319,678 · unrelated business $0 · excluded $319,678

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $217,434 · program services $217,434

  • 2 · Grants to domestic individuals

    total $121,952 · program services $121,952

  • 5 · Compensation of officers, directors and key employees

    total $60,632 · program services $54,569 · management and general $6,063 · fundraising $0

  • 7 · Other salaries and wages

    total $32,352 · program services $29,117 · management and general $3,235 · fundraising $0

  • 9 · Other employee benefits

    total $1,662 · program services $1,496 · management and general $166 · fundraising $0

  • 10 · Payroll taxes

    total $7,526 · program services $6,773 · management and general $753 · fundraising $0

  • 11c · Fees: accounting

    total $9,320 · program services $0 · management and general $9,320 · fundraising $0

  • 11f · Fees: investment management

    total $47,218 · program services $47,218 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $7,324 · program services $0 · management and general $0 · fundraising $7,324

  • 13 · Office expenses

    total $12,408 · program services $8,686 · management and general $2,481 · fundraising $1,241

  • 14 · Information technology

    total $13,394 · program services $6,697 · management and general $6,697 · fundraising $0

  • 16 · Occupancy

    total $9,000 · program services $8,100 · management and general $900 · fundraising $0

  • 23 · Insurance

    total $11,402 · program services $10,000 · management and general $1,402 · fundraising $0

  • 24a · Other expenses: MEMBERSHIP FEES & LICENSES

    total $3,285 · program services $0 · management and general $3,285 · fundraising $0

  • 24b · Other expenses: SPECIAL EVENTS/SPONSORSHIPS

    total $7,814 · program services $0 · management and general $0 · fundraising $7,814

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $209,815 · end of year $210,488

  • 3 · Pledges and grants receivable

    end of year $62,000

  • 11 · Investments: publicly traded securities

    beginning of year $9,031,526 · end of year $10,387,752

  • 15 · Other assets

    beginning of year $133,679 · end of year $137,265

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,857 · end of year $3,092

  • 18 · Grants payable

    beginning of year $225,450 · end of year $163,205

  • 25 · Other liabilities

    beginning of year $29,897 · end of year $33,902

  • 27 · Net assets without donor restrictions

    beginning of year $9,113,816 · end of year $10,597,306

Mission and programs · 2023

Mission

TO STRENGTHEN THE REGION BY WORKING IN PARTNERSHIP WITH DONORS AND COMMUNITY GROUPS TO: BUILD PHILANTHROPIC RESOURCES, CONNECT DONORS TO ORGANIZATIONS/PROGRAMS THEY CARE ABOUT, MAKE EFFECTIVE GRANTS THAT IMPACT NEEDS

  • COMMUNITY REVITALIZATION: SUPPORT FOR ARTS, LEADERSHIP DEVELOPMENT, EDUCATION CULTURAL APPRECIATION AND OTHER PROJECTS.

    Expenses $512,042 · Grants $339,386

As filed on the 2023 return.

Listed in Part VII

  • Mirjhanna Buck

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jeff Rhodes

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Ray Morriss

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Leah Shaffer

    EXECUTIVE DIRECTOR

    Total calculated
    $60,632
    From this org
    $60,632
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Karen Myers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christine Sisler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Amy White

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marion Leonard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joyce Flinn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Chelsea Stuck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pam Jan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sherri Sensabaugh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nicholas Monteleone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Margaret Miltenberger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stacey Boggs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Martin Heise

    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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
7 August 2024
IRS schema version
2023v5.1
Source object
202422439349301352

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

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