Civic Intelligence

Upper Arlington Community Foundation Inc

990 • Fiscal year 2020 • EIN 20-5860971

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$88,149

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

89th percentile

65%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,959,971

Up $774,068 (+65%) from 2019

Net Assets

Up

$1,956,514

Up $794,211 (+68%) from 2019

Liabilities

Down

$3,457

Down $20,143 (-85%) from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin93rd percentile

Revenue

Up

$1,220,016

Up $332,747 (+38%) from 2019

Expenses

Up

$460,467

Up $4,845 (+1.1%) from 2019

Net Income

Up

$759,549

Up $327,902 (+76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2020

Assets$1,959,971
Liabilities$3,457
Net Assets$1,956,514
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$1,220,016
Expenses$460,467
Net Income$759,549
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.0
Gross Receipts
$1,220,016
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$228,276$227,875▼ $401
Accounts Receivable$4,105--
Total Assets$1,185,903$1,959,971▲ $774,068
Other Assets Total$953,522$1,732,096▲ $778,574
Liabilities
Deferred Revenue$15,000--
Other Liabilities$2,324$3,213▲ $889
Accounts Payable and Accrued Expenses$6,276$244▼ $6,032
Total Liabilities$23,600$3,457▼ $20,143
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,162,303$1,956,514▲ $794,211
Total Net Assets Fund Balance$1,162,303$1,956,514▲ $794,211
Total Liabilities and Net Assets / Fund Balance$1,185,903$1,959,971▲ $774,068

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,333--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracy HarboldExecutive DiFT$88,149$88,149

Board Members and Trustees

NameTitle
Margie PizzutiChairman
Mike FitzpatrickVice Chairma
Brad BrittonBoard Member
Brendan KingBoard Member
Brian D HallBoard Member
Brian JepsonBoard Member
Catherine StraussBoard Member
Clayton HallBoard Member
Jeffrey BackesBoard Member
Jodi PattonBoard Member
Kip GreenhillBoard Member
Lori WengerdBoard Member
Mark RickettsBoard Member
Philip J GlandonBoard Member
Robert R DunnBoard Member
Steve SchoenyBoard Member
W Gregory GuyBoard Member
Mike Martz2nd Vice CHA
Rick KeelerSecretary
E Ann GabrielTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,145,354
Program Service Revenue
$0
Investment Income
$11,456
Other Revenue
$63,206
All Other Contributions
$1,145,354
Change in Net Assets
$759,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,220,016
Total Revenue per Audited Statements
$1,220,016
Total Revenue per Form 990
$1,220,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$316,598
Salaries, Compensation, and Employee Benefits$106,644
Other Expenses$37,225
Total Fundraising Expense$2,688
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$316,598--$316,598
Current Officers, Directors, Trustees, and Key Employees$88,149--$88,149
Fees for Service Investment Mgmnt Fees$9,495--$9,495
Other Salaries and Wages$8,311--$8,311
Fees for Services Accounting-$7,549-$7,549
Payroll Taxes$7,247$-9-$7,238
Advertising$200$4,503$2,028$6,731
Other Employee Benefits$2,899$47-$2,946
Occupancy-$2,400-$2,400
Office Expenses-$1,923$216$2,139
Travel-$1,791-$1,791
Insurance-$1,717-$1,717
Other Expenses$417$1,173$444$417
All Other Expenses-$364-$364
Total Functional Expenses$433,879$23,900$2,688$460,467

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$460,467
Total Expenses per Audited Statements$460,467
Total Expenses per Form 990$460,467
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Upper ArlingtonUpper Arlington, OH170c1Conservation$124,215
Ua Board of EducationUpper Arlington, OH501c3Education Support$44,000
Friend of Ua Public LibraryUpper Arlington, OH501c3Education Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$62,643
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise the Roof$62,643$62,643-$62,643
Total Events$62,643$62,643-$62,643
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$2,109
Payroll Liabilities$614
State Income Tax Payable$243
Local Income Tax Payable$217
Payroll Liabilities$22
Payroll Liabilities$8
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
2021-05-25
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
3

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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,959,971
Liabilities
$3,457
Net assets
$1,956,514
Revenue
$1,220,016
Expenses
$460,467
Net income
$759,549
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