Civic Intelligence

Upper Arlington Community Foundation Inc

990 • Fiscal year 2019 • EIN 20-5860971

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 10, 2020

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

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$85,533

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

93rd percentile

68%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

105%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,185,903

Up $478,839 (+68%) from 2018

Net Assets

Up

$1,162,303

Up $458,989 (+65%) from 2018

Liabilities

Up

$23,600

Up $19,850 (+529%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin91st percentile

Revenue

Up

$887,269

Up $454,482 (+105%) from 2018

Expenses

Up

$455,622

Up $11,875 (+2.7%) from 2018

Net Income

Up

$431,647

Up $442,607 (+4038%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$1,185,903
Liabilities$23,600
Net Assets$1,162,303
Open 2019 Filing

Operations Trend

Revenue Growth94th 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

2019

Revenue$887,269
Expenses$455,622
Net Income$431,647
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 10, 2020
Return Version
2019v5.0
Gross Receipts
$948,628
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,335$228,276▲ $41,941
Accounts Receivable$6,450$4,105▼ $2,345
Total Assets$707,064$1,185,903▲ $478,839
Other Assets Total$514,279$953,522▲ $439,243
Liabilities
Deferred Revenue-$15,000-
Accounts Payable and Accrued Expenses$3,750$6,276▲ $2,526
Other Liabilities-$2,324-
Total Liabilities$3,750$23,600▲ $19,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$703,314$1,162,303▲ $458,989
Total Net Assets Fund Balance$703,314$1,162,303▲ $458,989
Total Liabilities and Net Assets / Fund Balance$707,064$1,185,903▲ $478,839

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$17,400--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracy HarboldExecutive DiFT$85,533$85,533

Board Members and Trustees

NameTitle
Margie PizzutiChairman
Mike FitzpatrickVice Chairma
Brad BrittonBoard Member
Brian D HallBoard Member
Brian JepsonBoard Member
Catherine StraussBoard Member
Dr Jeffrey BackesBoard Member
Jodi PattonBoard Member
John NessBoard Member
Linda StickneyBoard Member
Mark RickettsBoard Member
Mike MartzBoard Member
Philip J GlandonBoard Member
Robert R DunnBoard Member
W Gregory GuyBoard Member
William Kraft2nd Vice CHA
Dianne P AlbrechtSecretary
Rick KeelerSecretary
E Ann GabrielTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$742,290
Program Service Revenue
$10,000
Investment Income
$30,648
Other Revenue
$104,331
All Other Contributions
$742,290
Change in Net Assets
$431,647

Audited Revenue Reconciliation

Revenue per Audited Statements
$887,269
Total Revenue per Audited Statements
$887,269
Total Revenue per Form 990
$887,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$323,023
Salaries, Compensation, and Employee Benefits$99,339
Other Expenses$33,260
Total Fundraising Expense$8,863
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$323,023--$323,023
Current Officers, Directors, Trustees, and Key Employees$85,533--$85,533
Fees for Service Investment Mgmnt Fees$8,602--$8,602
Fees for Services Accounting-$7,828-$7,828
Payroll Taxes$7,057$29-$7,086
Advertising$67$251$6,405$6,723
Other Salaries and Wages$6,720--$6,720
Occupancy$800$800$800$2,400
Insurance-$1,734-$1,734
Office Expenses-$578$420$998
Travel-$598$68$666
All Other Expenses-$58$60$118
Other Expenses$1,332$94$1,110$94
Total Functional Expenses$433,134$13,625$8,863$455,622

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$455,622
Total Expenses per Audited Statements$455,622
Total Expenses per Form 990$455,622
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jack Nicklaus Park GrantUpper Arlington, OH--$130,969
Grants Paid From TcfUpper Arlington, OH--$102,881
Centennial Fund GrantsUpper Arlington, OH--$74,435
Son Lunch ProgramUpper Arlington, OH--$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$160,305
Fundraising Direct Expenses$61,359
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise the Roof$105,730$105,730$23,040$82,690
Author Visit$54,575$54,575$38,319$16,256
Total Events$160,305$160,305$61,359$98,946
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Taxes Payable$1,898
State Income Tax Payable$232
Local Income Tax Payable$194
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, 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
E Ann Gabriel
Title
Treasurer
Signed
2020-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
E Ann Gabriel
Formed
2007
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
2

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 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.”

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

“Various community improvement projects”

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,185,903
Liabilities
$23,600
Net assets
$1,162,303
Revenue
$887,269
Expenses
$455,622
Net income
$431,647
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