Form 990 for tax year 2022
Filed by COMMUNITY FOUNDATION OF UNION COUNTY INC.
Totals
- Total revenue
- $2,170,714
- Total expenses
- $1,725,399
- Contributions and grants received
- $1,649,438
- Grants paid
- $1,373,897
- Program service revenue
- $0
- Investment income
- $396,692
- Other revenue
- $124,584
- Total assets, end of year
- $17,837,867
- Total liabilities, end of year
- $147,393
- Net assets or fund balances, end of year
- $17,690,474
- Program services expenses (Part IX)
- $1,665,523
- Management and general expenses
- $41,729
- Fundraising expenses
- $18,147
- Program service expenses (Part III)
- $1,665,523
Program services were 96.5% 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
$1,649,438
-
3 · Investment income
total $396,692 · excluded $396,692
-
11a · Other revenue: INCOME- OTHER REVENUE
total $124,584 · related or exempt $124,584
-
11e · Other revenue, total
$124,584
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,104,023 · program services $1,104,023
-
2 · Grants to domestic individuals
total $269,874 · program services $269,874
-
5 · Compensation of officers, directors and key employees
total $123,285 · program services $104,792 · management and general $18,493
-
7 · Other salaries and wages
total $4,756 · program services $4,043 · management and general $713
-
8 · Pension plan contributions
total $3,699 · program services $3,144 · management and general $555
-
9 · Other employee benefits
total $7,211 · program services $6,129 · management and general $1,082
-
10 · Payroll taxes
total $10,024 · program services $8,521 · management and general $1,503
-
11c · Fees: accounting
total $13,250 · management and general $13,250
-
12 · Advertising and promotion
total $1,182 · program services $1,182
-
13 · Office expenses
total $18,704 · program services $15,898 · management and general $2,806
-
16 · Occupancy
total $14,958 · program services $12,714 · management and general $2,244
-
19 · Conferences, conventions and meetings
total $2,515 · program services $2,515
-
23 · Insurance
total $3,158 · program services $2,684 · management and general $474
-
24a · Other expenses: ADMINISTRATIVE FEES
total $124,584 · program services $124,584
-
24b · Other expenses: FUNDRAISING
total $18,147 · fundraising $18,147
-
24c · Other expenses: MISCELLANEOUS
total $4,059 · program services $3,450 · management and general $609
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $1,970 · program services $1,970
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,916,598 · end of year $1,914,784
-
2 · Savings and temporary cash investments
beginning of year $1,232,792 · end of year $225,488
-
4 · Accounts receivable
beginning of year $12,000 · end of year $33,000
-
9 · Prepaid expenses and deferred charges
beginning of year $9,010 · end of year $5,327
-
10a · Land, buildings and equipment: cost or other basis
$22,880
-
10c · Land, buildings and equipment, net
beginning of year $22,880 · end of year $22,880
-
11 · Investments: publicly traded securities
beginning of year $16,700,377 · end of year $15,631,279
-
15 · Other assets
beginning of year $4,338 · end of year $5,109
-
17 · Accounts payable and accrued expenses
beginning of year $16,618 · end of year $8,755
-
25 · Other liabilities
beginning of year $171,229 · end of year $138,638
-
27 · Net assets without donor restrictions
beginning of year $19,698,148 · end of year $17,657,474
-
28 · Net assets with donor restrictions
beginning of year $12,000 · end of year $33,000
Mission and programs · 2022
Mission
THE CHARITABLE ORGANIZATION ASSISTS INDIVIDUALS AND ORGANIZATIONS WITH FULLFILLING THEIR CHARITABLE GOALS. THE FOUNDATION SUPPORTS AND ENABLES THE ACCUMULATION, INVESTMENT, AND DISTRIBUTION OF CHARITABLE DOLLARS TO BENEFIT THE CITIZENS OF UNION COUNTY, OH.
-
THE FOUNDATION SUPPORTS PROGRAMS AND PROJECTS OF PROMISE THAT ARE RESPONSIVE TO COMMUNITY NEEDS. ITS ASSETS PROVIDE A TYPE OF VENTURE CAPITAL FOR CREATIVE PROBLEM SOLVING AND STRENGTHENING KEY COMMUNITY INSTITUTIONS TO ACCOMPLISH THEIR MISSIONS MORE EFFECTIVELY AND INDEPENDENTLY.
Expenses $1,665,523 · Grants $1,373,897 · Revenue $1,649,438
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Adam HodnichakADAM HODNICHAK
EXEC. DIRECT
- Total calculated
- $71,250
- From this org
- $71,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 29
-
Christie SniderCHRISTIE SNIDER
FIN DIRECTOR
- Total calculated
- $27,300
- From this org
- $27,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
David VollrathDAVID VOLLRATH
EXEC.DIRECT.
- Total calculated
- $24,735
- From this org
- $24,735
- From related orgs
- $0
- Other
- $0
- Hours/week
- 29
-
Cathy BlackfordCATHY BLACKFORD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Greg GertenGREG GERTEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Judi GreenJUDI GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John HanbyJOHN HANBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chad HoffmanCHAD HOFFMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chip HubbsCHIP HUBBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary LeeGARY LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michel MegMICHEL MEG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan MickelsonRYAN MICKELSON
TREAS. & SEC
- Total calculated
- $0
- Hours/week
- 1
-
Matt MilhollandMATT MILHOLLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jennifer MorrisonDR JENNIFER MORRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Roger C NicolROGER C NICOL
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Dr Mark StoverDR MARK STOVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Holly UnderwoodHOLLY UNDERWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Andrea WeaverANDREA WEAVER
TRUSTEE
- 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.
Grants on this return
-
OUR LADY OF LOURDES CATHOLIC CHURCH
$60,000
-
GRACE UNITED METHODIST CHURCH
$54,702
-
$51,100
-
MARYSVILLE EXEMPTED VILLAGE SCHOOL
$35,000
-
$34,220
-
NORTH UNION LOCAL SCHOOLS
$30,000
-
$25,000
-
$24,505
-
$20,000
-
$19,546
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331309349302693
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.