Form 990 for tax year 2022
Filed by NORTH GEORGIA COMMUNITY FOUNDATION.
Totals
- Total revenue
- $21,735,189
- Total expenses
- $13,407,696
- Contributions and grants received
- $17,941,942
- Grants paid
- $11,544,830
- Program service revenue
- $608,244
- Investment income
- $3,056,187
- Other revenue
- $128,816
- Total assets, end of year
- $106,866,039
- Total liabilities, end of year
- $5,104,861
- Net assets or fund balances, end of year
- $101,761,178
- Program services expenses (Part IX)
- $12,788,061
- Management and general expenses
- $361,535
- Fundraising expenses
- $258,100
- Program service expenses (Part III)
- $12,788,061
Program services were 95.4% 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.
-
1a · Federated campaigns
$670,000
-
1f · All other contributions, gifts and grants
$17,271,942
-
1g · Noncash contributions included above
$2,094,404
-
2a · Program service revenue: ADMINISTRATIVE FEES
total $239,147 · unrelated business $239,147
-
2b · Program service revenue: FOUNDATION FEES - OTHER
total $140,414 · related or exempt $140,414
-
2c · Program service revenue: OFFICE RENTAL TO NON PROFITS
total $133,027 · related or exempt $133,027
-
2d · Program service revenue: OTHER
total $95,656 · related or exempt $95,656
-
3 · Investment income
total $2,583,329 · excluded $2,583,329
-
7a · Gross sales of assets other than inventory
securities $11,657,247
-
7b · Less cost or other basis and sales expenses
securities $11,184,389
-
7c · Gain or loss
securities $472,858
-
7d · Net gain or loss
total $472,858 · related or exempt $472,858
-
8a · Fundraising events: gross income
$258,309
-
8b · Fundraising events: direct expenses
$129,493
-
8c · Net income from fundraising events
total $128,816 · excluded -$8,666
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,042,005 · program services $11,042,005
-
2 · Grants to domestic individuals
total $502,825 · program services $502,825
-
5 · Compensation of officers, directors and key employees
total $215,319 · program services $64,596 · management and general $21,532 · fundraising $129,191
-
7 · Other salaries and wages
total $620,913 · program services $370,329 · management and general $201,490 · fundraising $49,094
-
8 · Pension plan contributions
total $39,679 · program services $20,637 · management and general $10,582 · fundraising $8,460
-
9 · Other employee benefits
total $120,858 · program services $62,858 · management and general $32,233 · fundraising $25,767
-
10 · Payroll taxes
total $59,578 · program services $30,987 · management and general $15,889 · fundraising $12,702
-
11c · Fees: accounting
total $32,724 · program services $32,007 · management and general $430 · fundraising $287
-
11f · Fees: investment management
total $2,524 · program services $2,524
-
11g · Fees: other
total $13,897 · program services $13,591 · management and general $184 · fundraising $122
-
12 · Advertising and promotion
total $36,478 · program services $18,972 · management and general $9,729 · fundraising $7,777
-
13 · Office expenses
total $103,321 · program services $92,988 · management and general $6,200 · fundraising $4,133
-
16 · Occupancy
total $161,122 · program services $145,010 · management and general $9,667 · fundraising $6,445
-
17 · Travel
total $43,191 · program services $22,464 · management and general $11,519 · fundraising $9,208
-
22 · Depreciation, depletion and amortization
total $73,269 · program services $65,942 · management and general $4,396 · fundraising $2,931
-
23 · Insurance
total $27,419 · program services $24,677 · management and general $1,645 · fundraising $1,097
-
24a · Other expenses: PROGRAM EXPENSE
total $245,236 · program services $245,236
-
24b · Other expenses: INCOME TAX
total $34,710 · management and general $34,710
-
24c · Other expenses: OTHER
total $22,153 · program services $19,938 · management and general $1,329 · fundraising $886
-
24d · Other expenses: BOARD AND COMMITTEE EXP
total $10,475 · program services $10,475
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,815,735 · end of year $6,342,622
-
4 · Accounts receivable
beginning of year $406,865 · end of year $315,667
-
9 · Prepaid expenses and deferred charges
beginning of year $10,167 · end of year $20,034
-
10a · Land, buildings and equipment: cost or other basis
$3,503,407
-
10b · Land, buildings and equipment: accumulated depreciation
$1,073,319
-
10c · Land, buildings and equipment, net
beginning of year $1,897,524 · end of year $2,430,088
-
11 · Investments: publicly traded securities
beginning of year $111,182,174 · end of year $95,841,547
-
15 · Other assets
end of year $1,916,081
-
17 · Accounts payable and accrued expenses
beginning of year $28,337 · end of year $79,109
-
19 · Deferred revenue
beginning of year $20,500 · end of year $20,500
-
25 · Other liabilities
beginning of year $3,732,788 · end of year $5,005,252
-
27 · Net assets without donor restrictions
beginning of year $110,180,510 · end of year $96,073,681
-
28 · Net assets with donor restrictions
beginning of year $7,350,330 · end of year $5,687,497
Mission and programs · 2022
Mission
THE NORTH GEORGIA COMMUNITY FOUNDATION HELPS PEOPLE AND NON-PROFITS INVEST GENEROUSLY IN THE LIVES OF THOSE WHO CALL OUR COMMUNITY HOME.
-
GRANTS AND SCHOLARSHIPS THE NORTH GEORGIA COMMUNITY FOUNDATION OFFERS OUR DONORS THE OPPORTUNITY TO CREATE A LEGACY BY ESTABLISHING CHARITABLE FUNDS TO MAKE GRANTS TO SUPPORT NONPROFIT ORGANIZATIONS AND CAUSES IMPORTANT TO THEM. IN ADDITION, WE SUPPORT AREA NONPROFITS THROUGH OUR COMMUNITY IMPACT GRANT PROGRAM AND LOCAL STUDENTS THROUGH OUR SCHOLARSHIP PROGRAMS. DURING THE YEAR, WE AWARDED OVER 11.5 MILLION IN GRANTS AND SCHOLARSHIPS.
Expenses $12,368,496 · Grants $11,544,830 · Revenue $91,269
-
SERVICE TO NONPROFITS THE NORTH GEORGIA COMMUNITY FOUNDATION IS COMMITTED TO SUPPORTING LOCAL NONPROFIT ORGANIZATIONS. THE FOUNDATION OFFERS AFFORDABLE OFFICE SPACE TO A WIDE VARIETY OF NONPROFITS. THE NORTH GEORGIA COMMUNITY FOUNDATION NONPROFIT CENTER IS HOME TO 14 LOCAL NONPROFIT ORGANIZATIONS. THROUGH THE NGCF G.R.O.W. PROGRAM, NGCF PROVIDES PROFESSIONAL DEVELOPMENT AND EDUCATIONAL OPPORTUNITIES TO ALL NONPROFITS IN NORTH GEORGIA. THIS ALLOWS NONPROFITS TO STRENGTHEN THEIR OPERATIONS AND BETTER ACHIEVE THEIR MISSIONS.
Expenses $309,743 · Revenue $277,828
-
PROMOTING PHILANTHROPY THE COMMUNITY FOUNDATION PROVIDES PROFESSIONAL ADVISORS WITH THE INFORMATION THEY NEED TO ADD CHARITABLE GIVING AND PHILANTHROPIC PLANNING TO THE DISCUSSIONS THEY HAVE WITH THEIR CLIENTS. BY ACTIVELY WORKING WITH PROFESSIONAL ADVISORS, THE COMMUNITY FOUNDATION IS PROMOTING PHILANTHROPY IN THE NORTH GEORGIA COMMUNITY. THE COMMUNITY FOUNDATION ALSO MAKES PRESENTATION TO LOCAL COMMUNITY GROUPS TO ENCOURAGE PHILANTHROPY AND WORKS CLOSELY WITH FUNDHOLDERS TO HELP THEM MEET THEIR PHILANTHROPIC GOALS.
Expenses $109,822
As filed on the 2022 return.
Listed in Part VII
-
Michelle PraterMICHELLE PRATER
PRESIDENT -
- Total calculated
- $252,243
- From this org
- $215,319
- From related orgs
- $0
- Other
- $36,924
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,688
- Bonus
- $29,631
- Other
- not reported
- Deferred
- $11,852
- Nontaxable benefits
- $25,072
- Filer's total
- $252,243
-
Chad BlackCHAD BLACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tammy CaudellTAMMY CAUDELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Blair DiazBLAIR DIAZ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Linda FosterLINDA FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Randall FrostRANDALL FROST
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mary GowanMARY GOWAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Don GrimsleyDON GRIMSLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristi GriffinKRISTI GRIFFIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Linda HardieLINDA HARDIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian HortonBRIAN HORTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cal JohnsonCAL JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom JohnstonTOM JOHNSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christina JonesCHRISTINA JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tracy MoonTRACY MOON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Helen McGruderMARY HELEN MCGRUDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve MickensSTEVE MICKENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ann NixonANN NIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tate O'RoukeTATE O'ROUKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lydia SartainLYDIA SARTAIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert ShippeyROBERT SHIPPEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian SteinesBRIAN STEINES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John VardemanJOHN VARDEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian WhalenBRIAN WHALEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hart WilheitMARY HART WILHEIT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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
-
UNIVERSITY OF NORTH GEORGIA FOUNDAT
$2,008,500
EDUCATION
-
$1,207,593
HUMAN SERVICES
-
$645,491
HEALTH
-
NORTHEAST GEORGIA HEALTH SYSTEM FOU
$542,536
HEALTH
-
WHITE COUNTY HIGH SCHOOL
$453,416
EDUCATION
-
$326,000
ENVIRONMENTAL
-
$322,142
TRANSFER
-
$261,500
HUMAN SERVICES
-
ST JUDE CHILDREN'S RESEARCH HOSPIT
$257,700
HEALTH
-
ELACHEE NATURE SCIENCE CENTER INC
$249,720
ENVIRONMENTAL
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311739349300221
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