Civic Intelligence

Upper Arlington Community Foundation Inc

990 • Fiscal year 2022 • EIN 20-5860971

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 01, 2023

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

88th percentile

42%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$6,666,824

Up $1,983,865 (+42%) from 2021

Net Assets

Up

$6,662,634

Up $1,990,425 (+43%) from 2021

Liabilities

Down

$4,190

Down $6,560 (-61%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin96th percentile

Revenue

Down

$2,524,750

Down $334,637 (-12%) from 2021

Expenses

Up

$465,108

Up $199,155 (+75%) from 2021

Net Income

Down

$2,059,642

Down $533,792 (-21%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2022

Assets$6,666,824
Liabilities$4,190
Net Assets$6,662,634
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$2,524,750
Expenses$465,108
Net Income$2,059,642
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 1, 2023
Return Version
2022v5.0
Gross Receipts
$2,524,750
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$2,528,279$4,163,890▲ $1,635,611
Accounts Receivable$58,779$425,924▲ $367,145
Total Assets$4,682,959$6,666,824▲ $1,983,865
Other Assets Total$2,095,901$2,077,010▼ $18,891
Liabilities
Accounts Payable and Accrued Expenses$10,001--
Other Liabilities$749$4,190▲ $3,441
Total Liabilities$10,750$4,190▼ $6,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,672,209$6,662,634▲ $1,990,425
Total Net Assets Fund Balance$4,672,209$6,662,634▲ $1,990,425
Total Liabilities and Net Assets / Fund Balance$4,682,959$6,666,824▲ $1,983,865

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$99,225--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Mike FitzpatrickPresident
Brian D HallBoard Member
Clayton HallBoard Member
Jeff BackesBoard Member
Jodi PattonBoard Member
Lori WengerdBoard Member
Mark RickettsBoard Member
Robert R DunnBoard Member
W Gregory GuyBoard Member
Wendy GomezBoard Member
Yanitza Brongwers-marreroBoard Member
Margie PizzutiPast Preside
Catherine StraussSecretary
E Ann GabrielTreasurer
Mike MartzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,325,807
Program Service Revenue
$0
Investment Income
$-7,054
Other Revenue
$205,997
Change in Net Assets
$2,059,642

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,524,750
Total Revenue per Audited Statements
$2,524,750
Total Revenue per Form 990
$2,524,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$211,917
Other Expenses$128,016
Salaries, Compensation, and Employee Benefits$125,175
Total Fundraising Expense$24,652
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$211,917--$211,917
Other Salaries and Wages$111,070--$111,070
Fees for Service Investment Mgmnt Fees$11,522--$11,522
Fees for Services Accounting-$10,803-$10,803
Office Expenses-$8,513$947$9,460
Payroll Taxes$8,497$132-$8,629
Advertising$232$5,193$2,325$7,750
Other Employee Benefits$5,476--$5,476
Other Expenses-$3,921$10,279$3,921
Travel-$3,438-$3,438
Occupancy-$2,600-$2,600
All Other Expenses$1,176$1,175-$2,351
Insurance-$1,717-$1,717
Total Functional Expenses$349,890$90,566$24,652$465,108

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$465,108
Total Expenses per Audited Statements$465,108
Total Expenses per Form 990$465,108
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper Arlington Commission on AgingUpper Arlington, OH501c3Education Support$80,000
Upper Arlington Lacrosse Associatio--Equipment$58,554
Upper Arlington Public LibraryUpper Arlington, OH-Community Recreation$20,000
Ua Youth Baseball---$13,298
City of Upper ArlingtonUpper Arlington, OH170c1Conservation$12,000
Good Neighbor FundUpper Arlington, OH-Childhood Play Area$9,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$56,526
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raise the Roof$56,526$56,526-$56,526
Total Events$56,526$56,526-$56,526
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$3,483
Payroll Liabilities$407
Payroll Liabilities$300
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
2023-06-01
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
2175 RIVERSIDE DR, COLUMBUS, OH 43221-4077
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/MissionDesc0THE 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.
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IRS990/PrincipalOfficerNm0E ANN GABRIEL
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0VARIOUS COMMUNITY IMPROVEMENT PROJECTS
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IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0287397
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD BU HAMILTON CAPITAL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD BY THE COLS FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2UNDEPOSITED FUNDS
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONSERVATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHILDHOOD PLAY AREA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3COMMUNITY RECREATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4EQUIPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UPPER ARLINGTON COMMISSION ON AGING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITY OF UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOOD NEIGHBOR FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UPPER ARLINGTON PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UPPER ARLINGTON LACROSSE ASSOCIATIO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UA YOUTH BASEBALL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01945 RIDGEVIEW ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13600 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22800 TREMONT ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34575 BURBANK DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0UPPER ARLINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1UPPER ARLINGTON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
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/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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,666,824
Liabilities
$4,190
Net assets
$6,662,634
Revenue
$2,524,750
Expenses
$465,108
Net income
$2,059,642
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