Civic Intelligence

Upper Arlington Community Foundation Inc

990 • Fiscal year 2016 • EIN 20-5860971

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization ProfileWWW.UACOMMUNITYFOUNDATION.COM
3600 Tremont RdUpper Arlington, OH 43221

(614) 451-0700

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

67th percentile

11%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$80,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

98th percentile

268%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$545,253

Up $397,024 (+268%) from 2015

Net Assets

Up

$542,330

Up $394,101 (+266%) from 2015

Liabilities

Up

$2,923

Up $2,923 from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin67th percentile

Revenue

Down

$220,243

Down $87,311 (-28%) from 2015

Expenses

Up

$196,443

Up $11,042 (+6.0%) from 2015

Net Income

Down

$23,800

Down $98,353 (-81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $143,645Liabilities 2011: $400,000Net Assets 2011: -$256,3552011Assets 2012: $161,564Liabilities 2012: $275,000Net Assets 2012: -$113,4362012Assets 2013: $116,752Liabilities 2013: $275,000Net Assets 2013: -$158,2482013Assets 2014: $126,076Liabilities 2014: $200,000Net Assets 2014: -$73,9242014Assets 2015: $148,229Liabilities 2015: $0Net Assets 2015: $148,2292015Assets 2016: $545,253Liabilities 2016: $2,923Net Assets 2016: $542,3302016Assets 2017: $769,257Liabilities 2017: $20,833Net Assets 2017: $748,4242017Assets 2018: $707,064Liabilities 2018: $3,750Net Assets 2018: $703,3142018Assets 2019: $1,185,903Liabilities 2019: $23,600Net Assets 2019: $1,162,3032019Assets 2020: $1,959,971Liabilities 2020: $3,457Net Assets 2020: $1,956,5142020Assets 2021: $4,682,959Liabilities 2021: $10,750Net Assets 2021: $4,672,2092021Assets 2022: $6,666,824Liabilities 2022: $4,190Net Assets 2022: $6,662,6342022Assets 2023: $4,531,871Liabilities 2023: $26,111Net Assets 2023: $4,505,7602023Assets 2024: $4,955,158Liabilities 2024: $20,170Net Assets 2024: $4,934,9882024

Highlighted filing

2016

Assets$545,253
Liabilities$2,923
Net Assets$542,330
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $271,187Expenses 2011: $953,913Net Income 2011: -$682,7262011Revenue 2012: $312,011Expenses 2012: $169,092Net Income 2012: $142,9192012Revenue 2013: $225,515Expenses 2013: $270,327Net Income 2013: -$44,8122013Revenue 2014: $218,982Expenses 2014: $134,658Net Income 2014: $84,3242014Revenue 2015: $307,554Expenses 2015: $185,401Net Income 2015: $122,1532015Revenue 2016: $220,243Expenses 2016: $196,443Net Income 2016: $23,8002016Revenue 2017: $370,563Expenses 2017: $186,101Net Income 2017: $184,4622017Revenue 2018: $432,787Expenses 2018: $443,747Net Income 2018: -$10,9602018Revenue 2019: $887,269Expenses 2019: $455,622Net Income 2019: $431,6472019Revenue 2020: $1,220,016Expenses 2020: $460,467Net Income 2020: $759,5492020Revenue 2021: $2,859,387Expenses 2021: $265,953Net Income 2021: $2,593,4342021Revenue 2022: $2,524,750Expenses 2022: $465,108Net Income 2022: $2,059,6422022Revenue 2023: $3,171,364Expenses 2023: $5,394,795Net Income 2023: -$2,223,4312023Revenue 2024: $2,055,780Expenses 2024: $1,683,836Net Income 2024: $371,9442024

Highlighted filing

2016

Revenue$220,243
Expenses$196,443
Net Income$23,800
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$263,517
Mission and Program Overview

Mission

The upper arlington community foundation is inspired by deep rooted traditions. The uacf invests in our community by enhancing the quality of life through philanthropic activities to create a stronger and enduring impact. We serve to gain knowledge of the needs and priorities of our community and to convene, engage and align donors and community partners to invest in upper arlington, having the most effective impact possible.

The upper arlington community foundation inc. Seeks to address important community needs through a representative volunteer effort and collaboration among upper arlington organizations. The goal for the upper arlington community foundation is to enhance the quality of life for all residents through grantmaking and support of charitable programs and services in upper arlington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$148,229$137,050▼ $11,179
Prepaid Expenses and Deferred Charges-$5,000-
Total Assets$148,229$545,253▲ $397,024
Other Assets Total-$403,203-
Liabilities
Accounts Payable and Accrued Expenses-$2,923-
Total Liabilities$0$2,923▲ $2,923
Net Assets / Fund Balance
Unrestricted Net Assets$148,229$542,330▲ $394,101
Total Net Assets Fund Balance$148,229$542,330▲ $394,101
Total Liabilities and Net Assets / Fund Balance$148,229$545,253▲ $397,024

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$403,203--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracy HarboldExecutive DiFT$80,000$80,000

Board Members and Trustees

NameTitle
Mary Ann KraussChairman
Brian D HallBoard Member
Brian JepsonBoard Member
Dianne P AlbrechtBoard Member
Jamie CraneBoard Member
Jodi PattonBoard Member
John NessBoard Member
Margie PizzutiBoard Member
Robert C White JrBoard Member
Robert R DunnBoard Member
Virginia BarneyBoard Member
William Kraft2nd Vice CHA
Deborah HolsteinSecretary
Philip J GlandonTreasurer
Greg ComfortVice Charima
Revenue and Support

Revenue Composition

Contributions and Grants
$126,327
Program Service Revenue
$40,415
Investment Income
$11,995
Other Revenue
$41,506
All Other Contributions
$126,327
Change in Net Assets
$23,800

Audited Revenue Reconciliation

Revenue per Audited Statements
$220,243
Total Revenue per Audited Statements
$220,243
Total Revenue per Form 990
$220,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,477
Salaries, Compensation, and Employee Benefits$86,488
Other Expenses$22,478
Total Fundraising Expense$4,605
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,477--$87,477
Current Officers, Directors, Trustees, and Key Employees$64,000$16,000-$80,000
Payroll Taxes$6,488--$6,488
Advertising$1,071-$4,284$5,355
Fees for Services Other$4,654-$321$4,975
Fees for Service Investment Mgmnt Fees$3,809--$3,809
Occupancy$1,760$440-$2,200
Insurance$1,261$315-$1,576
Office Expenses$756$189-$945
Other Expenses$283--$283
Fees for Services Accounting$57$173-$230
All Other Expenses$111--$111
Total Functional Expenses$174,721$17,117$4,605$196,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$196,443
Total Expenses per Audited Statements$196,443
Total Expenses per Form 990$196,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The StandUpper Arlington, OH--$33,100
Grants Paid From TcfUpper Arlington, OH--$29,867
Mallway Beautification ProjectUpper Arlington, OH--$19,445
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,780
Fundraising Direct Expenses$43,274
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise the Roof$58,988$58,988$21,131$37,857
Author Visit$25,792$25,792$22,143$3,649
Total Events$84,780$84,780$43,274$41,506
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
Yes
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, Page 6, Part VI, Line 11B

“A review was conducted by the treasurer of the foundation before the form 990 was filed.”

Form 990, Page 6, Part VI, Line 12C

“Officers and board members sign conflict of interest document annually.”

Form 990, Page 6, Part VI, Line 19

“Available to the public on request”

Filing and Contact Details

Filer

Filer Name
Upper Arlington Community
EIN
20-5860971
Address
3600 TREMONT RD, UPPER ARLINGTON, OH 43221

Signing Officer

Name
Philip J Glandon
Title
Treasurer
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Krauss
Formed
2007
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
5

Preparer

Firm
Oles and Associates LLC
Address
1328 DUBLIN RD STE 400, COLUMBUS, OH 43215
Preparer
Joel F Oles
Phone
6144870774
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The upper arlington community foundation inc. Seeks to address important community needs through a representative volunteer effort and collaboration among upper arlington organizations. The goal for the upper arlington community foundation is to enhance the quality of life for all residents through grantmaking and support of charitable programs and services in upper arlington.”

Form 990, Page 2, Part III, Line 4D

“Various community improvement projects”

Form 990, Page 12, Part XII, Line 1

“Form 3115 is being submitted with the tax return”

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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/MissionDesc0THE UPPER ARLINGTON COMMUNITY FOUNDATION INC. SEEKS TO ADDRESS IMPORTANT COMMUNITY NEEDS THROUGH A REPRESENTATIVE VOLUNTEER EFFORT AND COLLABORATION AMONG UPPER ARLINGTON ORGANIZATIONS. THE GOAL FOR THE UPPER ARLINGTON COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS THROUGH GRANTMAKING AND SUPPORT OF CHARITABLE PROGRAMS AND SERVICES IN UPPER ARLINGTON.
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IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2PAYPAL FEES
IRS990/OtherExpensesGrp/Desc3TRAVEL
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IRS990/PayrollTaxesGrp/TotalAmt06488
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05000
IRS990/PrincipalOfficerNm0MARY ANN KRAUSS
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IRS990/ProgramServiceRevenueGrp/Desc0THE STAND
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS COMMUNITY IMPROVEMENT PROJECTS
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IRS990/PYOtherRevenueAmt056478
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IRS990/PYSalariesCompEmpBnftPaidAmt095205
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IRS990/PYTotalRevenueAmt0307554
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0211851
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0311986
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0134380
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD BY THE COLS FOUNDATION
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAISE THE ROOF
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUTHOR VISIT
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/CashGrantAmt129867
IRS990ScheduleI/RecipientTable/CashGrantAmt233100
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MALLWAY BEAUTIFICATION PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GRANTS PAID FROM TCF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE STAND
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2UPPER ARLINGTON
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UPPER ARLINGTON COMMUNITY FOUNDATION INC. SEEKS TO ADDRESS IMPORTANT COMMUNITY NEEDS THROUGH A REPRESENTATIVE VOLUNTEER EFFORT AND COLLABORATION AMONG UPPER ARLINGTON ORGANIZATIONS. THE GOAL FOR THE UPPER ARLINGTON COMMUNITY FOUNDATION IS TO ENHANCE THE QUALITY OF LIFE FOR ALL RESIDENTS THROUGH GRANTMAKING AND SUPPORT OF CHARITABLE PROGRAMS AND SERVICES IN UPPER ARLINGTON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS COMMUNITY IMPROVEMENT PROJECTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A REVIEW WAS CONDUCTED BY THE TREASURER OF THE FOUNDATION BEFORE THE FORM 990 WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND BOARD MEMBERS SIGN CONFLICT OF INTEREST DOCUMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE TO THE PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 3115 IS BEING SUBMITTED WITH THE TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 12, PART XII, LINE 1
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0148229
IRS990/TotalAssetsEOYAmt0545253
IRS990/TotalAssetsGrp/BOYAmt0148229

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,253
Liabilities
$2,923
Net assets
$542,330
Revenue
$220,243
Expenses
$196,443
Net income
$23,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.02$4.93$2.06$1.68$0.37
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.03$4.51$3.17$5.39$2.22
2022Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.66$2.52$0.47$2.06
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.01$4.67$2.86$0.27$2.59
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.22$0.46$0.76
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.16$0.89$0.46$0.43
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.43$0.44$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.37$0.19$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.54$0.22$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.31$0.19$0.12
2014Summary only. Only limited summary data is available for this year.$0.13$0.20$0.07$0.22$0.13$0.08
2013Summary only. Only limited summary data is available for this year.$0.12$0.28$0.16$0.23$0.27$0.04
2012Summary only. Only limited summary data is available for this year.$0.16$0.28$0.11$0.31$0.17$0.14
2011Summary only. Only limited summary data is available for this year.$0.14$0.40$0.26$0.27$0.95$0.68