Civic Intelligence

The Dublin Foundation

990 • Fiscal year 2023 • EIN 20-0194557

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

PO Box 709Dublin, OH 43017

(614) 889-8725

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

71st percentile

16%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$996,903

Flat from 2023

Net Assets

Flat

$996,903

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$54,974

Flat from 2023

Expenses

Flat

$46,565

Flat from 2023

Net Income

Flat

$8,409

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $56,163Liabilities 2011: $0Net Assets 2011: $56,1632011Assets 2012: $130,649Liabilities 2012: $0Net Assets 2012: $130,6492012Assets 2013: $654,048Liabilities 2013: $1,000Net Assets 2013: $653,0482013Assets 2014: $708,567Liabilities 2014: $0Net Assets 2014: $708,5672014Assets 2015: $715,964Liabilities 2015: $10,636Net Assets 2015: $705,3282015Assets 2016: $752,098Liabilities 2016: $0Net Assets 2016: $752,0982016Assets 2017: $848,471Liabilities 2017: $21,500Net Assets 2017: $826,9712017Assets 2018: $791,033Liabilities 2018: $10,000Net Assets 2018: $781,0332018Assets 2019: $883,426Liabilities 2019: $15,000Net Assets 2019: $868,4262019Assets 2020: $898,800Liabilities 2020: $0Net Assets 2020: $898,8002020Assets 2021: $1,082,229Liabilities 2021: $0Net Assets 2021: $1,082,2292021Assets 2022: $861,276Liabilities 2022: $10,000Net Assets 2022: $851,2762022Assets 2023: $996,903Liabilities 2023: $0Net Assets 2023: $996,9032023Assets 2023: $996,903Liabilities 2023: $0Net Assets 2023: $996,9032023Assets 2024: $1,098,537Liabilities 2024: $0Net Assets 2024: $1,098,5372024

Highlighted filing

2023

Assets$996,903
Liabilities$0
Net Assets$996,903

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $69,588Expenses 2011: $53,870Net Income 2011: $15,7182011Revenue 2012: $123,589Expenses 2012: $48,430Net Income 2012: $75,1592012Revenue 2013: $82,926Expenses 2013: $59,946Net Income 2013: $22,9802013Revenue 2014: $92,704Expenses 2014: $41,881Net Income 2014: $50,8232014Revenue 2015: $61,635Expenses 2015: $48,883Net Income 2015: $12,7522015Revenue 2016: $53,863Expenses 2016: $43,071Net Income 2016: $10,7922016Revenue 2017: $39,556Expenses 2017: $55,165Net Income 2017: -$15,6092017Revenue 2018: $117,621Expenses 2018: $93,505Net Income 2018: $24,1162018Revenue 2019: $42,265Expenses 2019: $64,190Net Income 2019: -$21,9252019Revenue 2020: $114,902Expenses 2020: $164,715Net Income 2020: -$49,8132020Revenue 2021: $148,361Expenses 2021: $80,712Net Income 2021: $67,6492021Revenue 2022: $44,001Expenses 2022: $83,121Net Income 2022: -$39,1202022Revenue 2023: $54,974Expenses 2023: $46,565Net Income 2023: $8,4092023Revenue 2023: $54,974Expenses 2023: $46,565Net Income 2023: $8,4092023Revenue 2024: $33,881Expenses 2024: $45,943Net Income 2024: -$12,0622024

Highlighted filing

2023

Revenue$54,974
Expenses$46,565
Net Income$8,409
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$54,974
Mission and Program Overview

Mission

We promote generosity through spirited advocacy by connecting people who care with the causes they value.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$808,682$921,417▲ $112,735
Cash and Non-Interest-Bearing Accounts$25,936$50,103▲ $24,167
Total Assets$861,276$996,903▲ $135,627
Other Assets Total$26,658$25,383▼ $1,275
Liabilities
Accounts Payable and Accrued Expenses$10,000--
Total Liabilities$10,000$0▼ $10,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$521,972$635,435▲ $113,463
Net Assets With Donor Restrictions$329,304$361,468▲ $32,164
Total Net Assets Fund Balance$851,276$996,903▲ $145,627
Total Liabilities and Net Assets / Fund Balance$861,276$996,903▲ $135,627

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$808,682$500▲ $153,236$13,000$921,417
2022$989,753$25,000▼ $176,306$253$808,682
2021$847,308$50,000▲ $148,640$26,600$989,753
2020$793,281$1,000▲ $106,620$27,400$847,308
2019$682,426$1,600▲ $132,271-$793,281
Compensation and Service Providers

Board Members and Trustees

NameTitle
Harry KamdarPast President
John StevensPresident
Bill BurkeTrustee
Bob FathmanTrustee
Carmen SavarinoTrustee
Dan GarvinTrustee
Dwayne MaynardTrustee
Emily FamosTrustee
Jacqueline MillerTrustee
Jim GrafmeyerTrustee
Marilee Chinnici-zuercherTrustee
Neil MathiasTrustee
Rodrigo BarbosaTrustee
Scott ArthurTrustee
Dr John MarschhausenTrustee (ex Officio)
Justin PaezTrustee (ex Officio)
Steven MooreTrustee (ex Officio)
Karen MccaffreySecretary
Christy ZimmermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,634
Program Service Revenue
$0
Investment Income
$19,340
Other Revenue
$0
All Other Contributions
$35,634
Change in Net Assets
$8,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,500
Other Expenses$22,065
Total Fundraising Expense$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,500--$24,500
Advertising$4,324$2,324$2,000$8,648
Fees for Service Investment Mgmnt Fees-$7,604-$7,604
Fees for Services Accounting-$4,500-$4,500
Insurance-$813-$813
Office Expenses-$500-$500
Total Functional Expenses$28,824$15,741$2,000$46,565
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by the foundation's volunteer accountant and treasurer and reviewed by the board prior to filing.

Form 990, Part VI, Section B, Line 12C

All transactions are reviewed for potential conflicts prior to approval.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Dublin Foundation
EIN
20-0194557
Phone
6148898725
Address
PO BOX 709, DUBLIN, OH 43017
Doing Business As
The Dublin Community Foundation

Signing Officer

Name
Christy Zimmerman CPA
Title
Treasurer
Phone
6148898725
Signed
2024-11-11

Organization Details

Principal Officer
John Stevens
Formed
2004
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To fund future grant making.

Raw XML AppendixShowing 400 of 475 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt026658
IRS990/OtherAssetsTotalGrp/EOYAmt025383
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN STEVENS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO INDIVIDUALS IN THE DUBLIN, OHIO COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt028474
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt052700
IRS990/PYInvestmentIncomeAmt015527
IRS990/PYOtherExpensesAmt030421
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-39120
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt083121
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt044001
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt08409
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031134
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023973
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0114942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt088582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275162
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019340
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt033419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025735
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0120341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015527
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0120341
IRS990ScheduleA/InvestmentIncomeCYPct00.30430
IRS990ScheduleA/InvestmentIncomePYPct00.25030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69570
IRS990ScheduleA/PublicSupportPY509Pct00.74970
IRS990ScheduleA/PublicSupportTotal509Amt0275162
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0114942
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt088582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016531
IRS990ScheduleA/Total509Grp/TotalAmt0275162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0148361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0114902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395503
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.62000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03501
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0808682
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0921417
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt024500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153236
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt013000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04512
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0989753
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0808682
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt025000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-176306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0253
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0847308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0989753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt023400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt02591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0793281
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0847308
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt023600
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0106620
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt027400
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0682426
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0793281
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt022000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0132271
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0500
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0361468
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FUND FUTURE GRANT MAKING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.38000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE FOUNDATION'S VOLUNTEER ACCOUNTANT AND TREASURER AND REVIEWED BY THE BOARD PRIOR TO FILING.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.03$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.05$0.05$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.85$0.04$0.08$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.15$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.11$0.16$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.87$0.04$0.06$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.01$0.78$0.12$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.02$0.83$0.04$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.06$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.09$0.04$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.12$0.05$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.07$0.05$0.02