Civic Intelligence

The Montgomery Foundation

990PF • Fiscal year 2021 • EIN 23-7165768

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
365 N Whitewoman StreetCoshocton, OH 43812-1088

(740) 622-2696

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.12x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

90th percentile

61%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$94,187

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

44th percentile

7.9%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

1059%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$17,441,268

Up $1,272,085 (+7.9%) from 2020

Net Assets

Up

$17,190,542

Up $1,262,910 (+7.9%) from 2020

Liabilities

Up

$250,726

Up $9,175 (+3.8%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin90th percentile

Revenue

Up

$2,073,301

Up $1,894,423 (+1059%) from 2020

Expenses

Up

$801,216

Up $246,769 (+45%) from 2020

Net Income

Up

$1,272,085

Up $1,647,654 (+439%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2011: $19,832,164Liabilities 2011: $51,008Net Assets 2011: $19,781,1562011Assets 2012: $14,975,112Liabilities 2012: $70,907Net Assets 2012: $14,904,2052012Assets 2013: $15,643,732Liabilities 2013: $92,458Net Assets 2013: $15,551,2742013Assets 2014: $16,238,231Liabilities 2014: $115,822Net Assets 2014: $16,122,4092014Assets 2015: $16,455,392Liabilities 2015: $141,076Net Assets 2015: $16,314,3162015Assets 2016: $16,338,595Liabilities 2016: $168,983Net Assets 2016: $16,169,6122016Assets 2017: $16,915,816Liabilities 2017: $198,367Net Assets 2017: $16,717,4492017Assets 2018: $17,279,867Liabilities 2018: $222,731Net Assets 2018: $17,057,1362018Assets 2020: $16,169,183Liabilities 2020: $241,551Net Assets 2020: $15,927,6322020Assets 2021: $17,441,268Liabilities 2021: $250,726Net Assets 2021: $17,190,5422021Assets 2022: $17,670,402Liabilities 2022: $259,836Net Assets 2022: $17,410,5662022Assets 2023: $19,671,353Liabilities 2023: $268,812Net Assets 2023: $19,402,5412023Assets 2024: $21,385,804Liabilities 2024: $277,638Net Assets 2024: $21,108,1662024

Highlighted filing

2021

Assets$17,441,268
Liabilities$250,726
Net Assets$17,190,542
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,212,9792011Expenses 2012: $6,307,6892012Revenue 2013: $1,499,095Expenses 2013: $835,475Net Income 2013: $663,6202013Revenue 2014: $1,447,541Expenses 2014: $858,066Net Income 2014: $589,4752014Revenue 2015: $1,123,665Expenses 2015: $911,479Net Income 2015: $212,1862015Revenue 2016: $667,195Expenses 2016: $789,524Net Income 2016: -$122,3292016Revenue 2017: $1,400,756Expenses 2017: $828,271Net Income 2017: $572,4852017Revenue 2018: $1,534,434Expenses 2018: $1,175,113Net Income 2018: $359,3212018Revenue 2020: $178,878Expenses 2020: $554,447Net Income 2020: -$375,5692020Revenue 2021: $2,073,301Expenses 2021: $801,216Net Income 2021: $1,272,0852021Revenue 2022: $318,164Expenses 2022: $709,731Net Income 2022: -$391,5672022Revenue 2023: $800,121Expenses 2023: $699,412Net Income 2023: $100,7092023Revenue 2024: $1,350,502Expenses 2024: $693,649Net Income 2024: $656,8532024

Highlighted filing

2021

Revenue$2,073,301
Expenses$801,216
Net Income$1,272,085
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.2
Mission and Program Overview

Mission

To provide grants to non-profit entities with the goal to enhance coshocton county's natural beauty, preserve and restore its historical heritage, develope its human economic resources, and encourage its entrepreneurial spirit.

Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA SCOTTPresident/Trustee/Admin DiPT$64,200$29,987$94,187
JOSEPH S MONTGOMERYLifetime Trustee-$0--
J SCOTT MONTGOMERYLifetime Trustee-$0--
MICHAEL MANNINGTrustee-$0--
RHODA CROWNVice President/Trustee-$0--
ROBERT MAUCHSecretary/Trustee-$0--
KANDY SAMPSELTreasurer/Trustee-$0--
JENNIFER THOMPSONTrustee-$0--
DANIEL SHUTTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montgomery Foundation
EIN
23-7165768
Phone
7406222696
Address
365 N WHITEWOMAN STREET, COSHOCTON, OH 43812-1088

Signing Officer

Name
Linda Scott
Title
President
Phone
7406222696
Signed
2022-05-12
Discuss with paid preparer
No

Preparer

Firm
Frush Consulting LLC
Address
699 FRONT STREET, COLUMBUS, OH 43206
Preparer
Chad W Frush Cpa-pfs
Phone
6144457217
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0G. SACHS LG CAP GRO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1G. SACHS LG CAP GRO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2G. SACHS LG CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3G. SACHS LG CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4G. SACHS SM CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5G. SACHS SM CAP CORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6G. SACHS ADVISORY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7G. SACHS CORP FIXED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8G. SACHS CORP FIXED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9G. SACHS YIELD ENH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10G. SACHS YIELD ENH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11G. SACHS PFD HYP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AMERICAN HEALTHCARE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01635257
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01272085
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09175
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017199717
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015927632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017190542
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0975318
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0975318
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0975318
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01001328
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026010
IRS990PF/DistributableAmountGrp/TotalTaxAmt026010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt039141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt039141
IRS990PF/FMVAssetsEOYAmt021051661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05451984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06273701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06366333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010567720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010590676
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt014108437
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0320011
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0357423
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt039640
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt037412
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt037412
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt015927632
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt017190542
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0241551
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0250726
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt09141
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt013131
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt013131
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0100698
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0526348
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0526348
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016169183
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017441268
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021051661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0241551
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0250726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016169183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017441268
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015927632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017190542
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020331529
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0142292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020138693
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0304973
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt050544
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01001328
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020026556
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020331529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt064200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt029987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA SCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH S MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J SCOTT MONTGOMERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL MANNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RHODA CROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT MAUCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KANDY SAMPSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JENNIFER THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8DANIEL SHUTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TRUSTEE/ADMIN DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1LIFETIME TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2LIFETIME TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TREASURER/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0880 EDWARDS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11195 HARBOR LINKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 3946
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3925 KENSINGTON ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt422175 CATHY COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt544105 TR 55
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt649391 TR 198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7153 ARTHUR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81817 ENSLEE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0W LAFAYETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2KETCHUM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COSHOCTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4COSHOCTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5COSHOCTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6FRESNO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8COSHOCTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2ID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043845
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd283340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd343812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd443812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd543812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd643824
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd743055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd843812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PF60MonthTermSect507b1BInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt011066
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0573138
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0584204
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,441,268
Liabilities
$250,726
Net assets
$17,190,542
Revenue
$2,073,301
Expenses
$801,216
Net income
$1,272,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.4$0.28$21.1$1.35$0.69$0.66
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.27$19.4$0.80$0.70$0.10
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.26$17.4$0.32$0.71$0.39
2021Detailed filing. Detailed filing data is available for this year.$17.4$0.25$17.2$2.07$0.80$1.27
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.24$15.9$0.18$0.55$0.38
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.22$17.1$1.53$1.18$0.36
2017Detailed filing. Detailed filing data is available for this year.$16.9$0.20$16.7$1.40$0.83$0.57
2016Detailed filing. Detailed filing data is available for this year.$16.3$0.17$16.2$0.67$0.79$0.12
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.14$16.3$1.12$0.91$0.21
2014Detailed filing. Detailed filing data is available for this year.$16.2$0.12$16.1$1.45$0.86$0.59
2013Detailed filing. Detailed filing data is available for this year.$15.6$0.09$15.6$1.50$0.84$0.66
2012Detailed filing. Detailed filing data is available for this year.$15.0$0.07$14.9$6.31
2011Detailed filing. Detailed filing data is available for this year.$19.8$0.05$19.8$1.21