Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
990 • Fiscal year 2020 • EIN 31-0898380
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
33rd percentile
Higher debt load relative to assets than 33% of similar nonprofits.
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
22nd percentile
Higher top officer pay than 22% of similar nonprofits.
Top officer pay equals 5.8% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Assets
Up$40,294,981
Up $2,859,542 (+7.6%) from 2019
Net Assets
Up$35,861,656
Up $2,819,129 (+8.5%) from 2019
Liabilities
Up$4,433,325
Up $40,413 (+0.9%) from 2019
Revenue
Down$2,550,993
Down $2,043,130 (-44%) from 2019
Expenses
Down$2,440,857
Down $701,551 (-22%) from 2019
Net Income
Down$110,136
Down $1,341,579 (-92%) from 2019
To secure permanent and growing assets for the area's changing needs.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $36,066,888 | $39,146,944 | ▲ $3,080,056 |
| Cash and Non-Interest-Bearing Accounts | $345,422 | $499,540 | ▲ $154,118 |
| Investments Other Securities | $569,235 | $415,136 | ▼ $154,099 |
| Other Notes and Loans Receivable, Net | $100,000 | $50,000 | ▼ $50,000 |
| Land, Buildings, and Equipment, Net | $18,222 | $14,699 | ▼ $3,523 |
| Total Assets | $37,435,439 | $40,294,981 | ▲ $2,859,542 |
| Other Assets Total | $335,672 | $168,662 | ▼ $167,010 |
| Liabilities | |||
| Escrow Account Liability | $3,907,976 | $4,252,586 | ▲ $344,610 |
| Grants Payable | $476,043 | $150,918 | ▼ $325,125 |
| Accounts Payable and Accrued Expenses | $8,893 | $29,821 | ▲ $20,928 |
| Total Liabilities | $4,392,912 | $4,433,325 | ▲ $40,413 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $19,436,974 | $20,850,256 | ▲ $1,413,282 |
| Net Assets Without Donor Restrictions | $13,605,553 | $15,011,400 | ▲ $1,405,847 |
| Total Net Assets Fund Balance | $33,042,527 | $35,861,656 | ▲ $2,819,129 |
| Total Liabilities and Net Assets / Fund Balance | $37,435,439 | $40,294,981 | ▲ $2,859,542 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $14,699 | $53,744 | $68,443 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2020 | $25,441,622 | $354,111 | ▲ $3,110,755 | $420,876 | $26,979,170 |
| 2019 | $21,377,231 | $870,316 | ▲ $4,002,314 | - | $25,441,622 |
| 2018 | $29,111,123 | $330,360 | ▼ $1,182,105 | - | $21,377,231 |
| 2017 | $25,897,206 | $2,394,722 | ▲ $3,775,022 | - | $29,111,123 |
| 2016 | $25,610,045 | $1,946,698 | ▲ $1,451,000 | - | $25,897,206 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Barnett Traci | Executive Di | FT | $137,641 | $9,853 | $147,494 |
| Name | Title |
|---|---|
| Gage Patricia | President |
| Benedict Melissa | Trustee |
| Brock William | Trustee |
| Casey Moira | Trustee |
| Cohen Neil | Trustee |
| Dowden Tom | Trustee |
| Edwards Patrick | Trustee |
| Evans Catherine | Trustee |
| Gaston Karl | Trustee |
| Heller Brenna | Trustee |
| Hurley Dustin | Trustee |
| King Amy | Trustee |
| Romans Kathleen Dobrozsi | Trustee |
| Spalding Ronald | Trustee |
| Wourms Kathleen | Trustee |
| Yauch Elizabeth | Trustee |
| Stewart Verlena | Secretary |
| Vaughan Christine | Treasurer |
| Kiser John | Vice Preside |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 4 | $33,987 | Fair Market Value (FMV) Date of Gift |
| Total Noncash Contributions | 4 | $33,987 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,867,416 |
| Salaries, Compensation, and Employee Benefits | $333,652 |
| Other Expenses | $239,789 |
| Total Fundraising Expense | $101,332 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,081,796 | - | - | $1,081,796 |
| Grants to Domestic Individuals | $785,620 | - | - | $785,620 |
| Other Salaries and Wages | $31,340 | $94,021 | $31,340 | $156,701 |
| Current Officers, Directors, Trustees, and Key Employees | $29,498 | $88,496 | $29,499 | $147,493 |
| Fees for Service Investment Mgmnt Fees | - | $76,428 | - | $76,428 |
| Occupancy | $9,094 | $27,282 | $9,094 | $45,470 |
| Office Expenses | $4,427 | $21,525 | $6,309 | $32,261 |
| Information Technology | - | $23,103 | - | $23,103 |
| Payroll Taxes | $3,995 | $11,982 | $3,995 | $19,972 |
| Advertising | - | $9,923 | $9,924 | $19,847 |
| Fees for Services Accounting | - | $12,840 | - | $12,840 |
| Other Employee Benefits | $1,870 | $5,606 | $1,868 | $9,344 |
| Conferences and Meetings | - | $2,328 | $6,570 | $8,898 |
| Insurance | $1,412 | $4,237 | $1,412 | $7,061 |
| Depreciation Depletion | $704 | $2,114 | $704 | $3,522 |
| Fees for Services Other | $588 | $2,155 | $589 | $3,332 |
| Other Expenses | - | $962 | - | $962 |
| Pension Plan Contributions | $29 | $85 | $28 | $142 |
| Total Functional Expenses | $1,950,373 | $389,152 | $101,332 | $2,440,857 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,440,857 |
| Expenses per Audited Statements | $2,364,429 |
| Total Expenses per Audited Statements | $2,364,429 |
| Expenses Not Reported on Financial Statements | $76,428 |
| Other Expense Adjustments | $76,428 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The trustees of the organization must also be members of the organization. All members must have paid membership dues for the current calendar year in order to elect the board of trustees at their annual meeting.”
“Members hold an annual meeting at which they elect trustees to fill terms starting in the new year.”
“The form 990 is submitted to the whole board for review prior to filing.”
“Annual disclosure form must be submitted. Each new situation is evaluated in light of the policy.”
“The compensation committee reviews the compensation annually. The committee uses comparability data to set the executive director's compensation package.”
“The governing documents are made available upon request.”
“All board and various committee members are volunteers. Also, the organization utilizes voluteers to select scholarship recipients and for various other activities.”
“Agency liability reclassification -7,014”
“The foundation reports the assets donated by and held for the benefit of other exempt organizations as a liability on the balance sheet.”
“To fund projects, programs and scholarships that benefit education, the arts and human needs of the community.”
“The foundation is exempt from federal income taxes under provisions of internal revenue code section 501(c)(3). The internal revenue service has determined that the foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and the foundation is not a private foundation within the meaning of section 509(a) of the internal revenue code. The foundations information returns for the years 2017 through 2020 are subject to examination by the internal revenue service, although that agency has not indicated any intent to do so. The foundation does not have any uncertain tax positions. Msbp is exempt from federal income taxes under section 501(c)(2) of the internal revenue code. Msbp is not a private foundation within the meaning of section 509(a) of the internal revenue code. Msbps information returns for the years 2017 through 2020 are subject to examination by the internal revenue service, although that agency has not indicated any intent to do so. Msbp does not have any uncertain tax positions.”
“Investment fees -76,428 reclassification of agency liabilities -7,014”
“INVESTMENT FEES 76,428”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 8893 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 29821 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 9924 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 9923 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 19847 |
| IRS990/AllOtherContributionsAmt | 0 | 1608697 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | BARNETT TRACI |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5134247369 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 300 NORTH MAIN STREET SUITE 300 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MIDDLETOWN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45042 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 345422 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 499540 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 29499 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 88496 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 29498 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 147493 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 6570 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 2328 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8898 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | true |
| IRS990/CreditCounselingInd | 0 | true |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1634260 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1867416 |
| IRS990/CYInvestmentIncomeAmt | 0 | 760585 |
| IRS990/CYOtherExpensesAmt | 0 | 239789 |
| IRS990/CYOtherRevenueAmt | 0 | 69489 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 86659 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 110136 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 333652 |
| IRS990/CYTotalExpensesAmt | 0 | 2440857 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 101332 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2550993 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 704 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 2114 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 704 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 3522 |
| IRS990/Desc | 0 | RECEIVE, MANAGE AND DISTRIBUTE CHARITABLE GIFTS ON BEHALF OF DONORS TO SUPPORT LOCAL CHARITIES; SUPPORT COMMUNITY PROGRAMS AND PROJECTS WITH CHARITABLE GRANTS; TEACH PHILANTROPHY TO TEENAGE MEMBERS OF THE YOUTH ADVISORY COUNCIL. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | true |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | true |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 19436974 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 20850256 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 3907976 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 4252586 |
| IRS990/ExpenseAmt | 0 | 1164753 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 12840 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12840 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 589 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 2155 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 588 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 3332 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 76428 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 76428 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 9853 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | BARNETT TRACI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KING AMY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | HELLER BRENNA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | EVANS CATHERINE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | VAUGHAN CHRISTINE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ROMANS KATHLEEN DOBROZSI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | HURLEY DUSTIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | YAUCH ELIZABETH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | KISER JOHN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | GASTON KARL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | WOURMS KATHLEEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | BENEDICT MELISSA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CASEY MOIRA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | COHEN NEIL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | GAGE PATRICIA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | EDWARDS PATRICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | SPALDING RONALD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | DOWDEN TOM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | STEWART VERLENA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | BROCK WILLIAM |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 137641 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 19 |
| IRS990/GrantAmt | 0 | 1081796 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 476043 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 150918 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 785620 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 785620 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1081796 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1081796 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 2550993 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 19 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 23103 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 23103 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 1412 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4237 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1412 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7061 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 760585 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 760585 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 569235 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 415136 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 36066888 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 39146944 |
| IRS990/IRPDocumentCnt | 0 | 6 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 53744 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 18222 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 14699 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 68443 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 25563 |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 33042527 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 35861656 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2716007 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 13605553 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 15011400 |
| IRS990/NoncashContributionsAmt | 0 | 33987 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 9094 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 27282 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 9094 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 45470 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 6309 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 21525 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 4427 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 32261 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 335672 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 168662 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -7014 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1868 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 5606 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 1870 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 9344 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 1 | TRAINING AND DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES AND FEES |
| IRS990/OtherExpensesGrp/Desc | 3 | MEMBERSHIPS/ PUBLICATIONS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2553 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2420 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1092 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 962 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2553 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2420 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1092 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 962 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | INSURANCE INCOME (LOSS) |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 14789 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 54700 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 54700 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 14789 |
| IRS990/OtherRevenueTotalAmt | 0 | 69489 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 31340 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 94021 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 31340 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 156701 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 100000 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 50000 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 3995 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 11982 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 3995 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 19972 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 28 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 85 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 29 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 142 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | BARNETT TRACI |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | SCHOLARSHIP FEES |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | ADM FEES FOR AGENCY ACCOUNTS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 61000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 25659 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 61000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 25659 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | AWARD SCHOLARSHIPS AND ACADEMIC AWARDS TO HIGH SCHOOL STUDENTS AND ADULTS RETURNING TO COLLEGE. THE ORGANIZATION GRANTED 336 SCHOLARSHIPS. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 785620 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 785620 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 61000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 3420991 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2533288 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1083947 |
| IRS990/PYOtherExpensesAmt | 0 | 263313 |
| IRS990/PYOtherRevenueAmt | 0 | 9845 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 79340 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1451715 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 345807 |
| IRS990/PYTotalExpensesAmt | 0 | 3142408 |
| IRS990/PYTotalRevenueAmt | 0 | 4594123 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 110136 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 25659 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | OTHER INCOME 3,485 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1634260 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1553859 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1590278 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2525365 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1676982 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.