Civic Intelligence

Westerville Industry and Commerce Corpor

EIN 31-1083219 • 501(c)3 • Westerville, OH

Profile

To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area.

PO Box 6107Westerville, OH 43081

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$9,941,955

Up $8,706,469 (+705%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$9,941,955

Up $8,706,469 (+705%) from 2022

Operations
Liabilities / Revenue10th percentileNet Margin78th percentile

Revenue

Up

$906,198

Up $856,312 (+1717%) from 2022

Expenses

Up

$676,274

Up $540,776 (+399%) from 2022

Net Income

Up

$229,924

Up $315,536 (+369%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $301,480Net Assets 2010: $301,4802010Assets 2011: $342,371Liabilities 2011: $887Net Assets 2011: $341,4842011Assets 2013: $393,945Liabilities 2013: $0Net Assets 2013: $393,9452013Assets 2014: $711,224Liabilities 2014: $71,734Net Assets 2014: $639,4902014Assets 2016: $1,304,967Liabilities 2016: $11,450Net Assets 2016: $1,293,5172016Assets 2017: $1,218,226Liabilities 2017: $4,351Net Assets 2017: $1,213,8752017Assets 2018: $1,524,070Liabilities 2018: $39,413Net Assets 2018: $1,484,6572018Assets 2019: $1,458,346Liabilities 2019: $8,508Net Assets 2019: $1,449,8382019Assets 2020: $1,176,235Liabilities 2020: $0Net Assets 2020: $1,176,2352020Assets 2021: $1,321,098Liabilities 2021: $0Net Assets 2021: $1,321,0982021Assets 2022: $1,235,486Liabilities 2022: $0Net Assets 2022: $1,235,4862022Assets 2024: $9,941,955Liabilities 2024: $0Net Assets 2024: $9,941,9552024

Highlighted filing

2024

Assets$9,941,955
Liabilities$0
Net Assets$9,941,955
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $458Expenses 2010: $9,168Net Income 2010: -$8,7102010Revenue 2011: $66,910Expenses 2011: $26,906Net Income 2011: $40,0042011Revenue 2013: $330,093Expenses 2013: $311,542Net Income 2013: $18,5512013Revenue 2014: $929,717Expenses 2014: $684,172Net Income 2014: $245,5452014Revenue 2016: $282,512Expenses 2016: $708,062Net Income 2016: -$425,5502016Revenue 2017: $121,143Expenses 2017: $200,785Net Income 2017: -$79,6422017Revenue 2018: $877,863Expenses 2018: $607,081Net Income 2018: $270,7822018Revenue 2019: $416,348Expenses 2019: $451,167Net Income 2019: -$34,8192019Revenue 2020: $825,254Expenses 2020: $1,098,857Net Income 2020: -$273,6032020Revenue 2021: $672,959Expenses 2021: $528,096Net Income 2021: $144,8632021Revenue 2022: $49,886Expenses 2022: $135,498Net Income 2022: -$85,6122022Revenue 2024: $906,198Expenses 2024: $676,274Net Income 2024: $229,9242024

Highlighted filing

2024

Revenue$906,198
Expenses$676,274
Net Income$229,924
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,941,955
Liabilities
$0
Net assets
$9,941,955
Revenue
$906,198
Expenses
$676,274
Net income
$229,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$0.00$9.94$0.91$0.68$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.05$0.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.67$0.53$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.83$1.10$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.01$1.45$0.42$0.45$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.04$1.48$0.88$0.61$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.21$0.12$0.20$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.28$0.71$0.43
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.07$0.64$0.93$0.68$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.33$0.31$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.07$0.03$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$906,198
Mission and Program Overview

Mission

To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$8,735,358$8,254,353▼ $481,005
Cash and Non-Interest-Bearing Accounts$1,169,178$1,460,602▲ $291,424
Other Notes and Loans Receivable, Net$288,500$227,000▼ $61,500
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$10,193,036$9,941,955▼ $251,081
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,916,817$9,467,463▼ $449,354
Net Assets With Donor Restrictions$276,219$474,492▲ $198,273
Total Net Assets Fund Balance$10,193,036$9,941,955▼ $251,081
Total Liabilities and Net Assets / Fund Balance$10,193,036$9,941,955▼ $251,081
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Janet DavisChairperson
Monica DupeeVice Chair
Michael SwartzTrustee
Monica IrelanTrustee
Rick RanoTrustee
Andrew WinkelTrustee-Begin
Coutanya CoombsTrustee-Begin
Bruce BaileyTrustee-End
Dennis BlairTrustee-End
Rob RishelSecretary
Jason BechtoldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$854,190
Program Service Revenue
$13
Investment Income
$51,995
Other Revenue
$0
Change in Net Assets
$229,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$556,024
Other Expenses$120,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$316,024--$316,024
Grants to Domestic Individuals$240,000--$240,000
Fees for Services Other-$40,600-$40,600
Occupancy-$35,317-$35,317
Fees for Services Accounting-$15,536-$15,536
Office Expenses-$567-$567
Other Expenses-$200-$200
Total Functional Expenses$556,024$120,250$0$676,274
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Life in the Ville LLCWesterville, OH-Facade Grant$100,000
Life in the Ville V LLCWesterville, OH-Fire Suppression$87,550
Otterbein UniversityWesterville, OH-Energy Grant$39,967
32 W College LLCColumbus, OH-Facade Grant$30,000
Westerville City School DistrWesterville, OH-Energy Grant$15,980
Rotary Intl Club WestervilleWesterville, OH-Facade Grant$10,235
Budderfly IncShelton, CT-Energy Grant$7,482
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Part VI, Section B, Line 11B

“The Form 990 is typically prepared by independent tax accountants and a copy is provided to and reviewed by Board Members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: A. Has received a copy of the conflicts of interest policy, B. Has read and understands the policy, C. Has agreed to comply with the policy, and D. Understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.Board members abstain from voting if a conflict is identified that the board member is involved with during the year.”

Form 990, Part VI, Section C, Line 19

“When requested, documents are provided via mail, e-mail, etc.”

Filing and Contact Details

Filer

Filer Name
Westerville Industry and Commerce Corpor
EIN
31-1083219
Phone
6149016409
Address
PO Box 6107, Westerville, OH 43081

Signing Officer

Name
Jason Bechtold
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Davis
Formed
1965
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Toukan & Company
Address
575 Charring Cross Dr, Westerville, OH 43081
Preparer
Heather L Linch CPA
Phone
6149017100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Land held for Development correction = -$481005”

Financial Statement Notes

Part X : FIN48 Footnote

“The Corporation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, certain unrelated business activities may be subject to federal income taxes. The Corporation had no unrelated business activities and therefore, no provision for such taxes was necessary for the year ended December 31, 2024.Generally accepted accounting principles require the Corporation to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying statement of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Management believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded.”

Raw XML AppendixShowing 400 of 547 raw XML fields

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/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Rob Rishel
IRS990/BooksInCareOfDetail/PhoneNum06149016409
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021 South State Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westerville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043081
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01169178
IRS990/CashNonInterestBearingGrp/EOYAmt01460602
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0854190
IRS990/CYGrantsAndSimilarPaidAmt0556024
IRS990/CYInvestmentIncomeAmt051995
IRS990/CYOtherExpensesAmt0120250
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013
IRS990/CYRevenuesLessExpensesAmt0229924
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0676274
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0906198
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide loans to local businesses that promote our tax exempt purpose. If certain income tax revenues are generated by the company within a specified period of time, the loans are forgiven.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0276219
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0474492
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0240000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015536
IRS990/FeesForServicesAccountingGrp/TotalAmt015536
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt040600
IRS990/FeesForServicesOtherGrp/TotalAmt040600
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Janet Davis
IRS990/Form990PartVIISectionAGrp/PersonNm1Dennis Blair
IRS990/Form990PartVIISectionAGrp/PersonNm2Andrew Winkel
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Swartz
IRS990/Form990PartVIISectionAGrp/PersonNm4Bruce Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm5Rick Rano
IRS990/Form990PartVIISectionAGrp/PersonNm6Jason Bechtold
IRS990/Form990PartVIISectionAGrp/PersonNm7Monica Irelan
IRS990/Form990PartVIISectionAGrp/PersonNm8Coutanya Coombs
IRS990/Form990PartVIISectionAGrp/PersonNm9Monica Dupee
IRS990/Form990PartVIISectionAGrp/PersonNm10Rob Rishel
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee-End
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee-Begin
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee-End
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee-Begin
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0240000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0240000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0240000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0316024
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0316024
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0906198
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt051995
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051995
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08735358
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08254353
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010193036
IRS990/NetAssetsOrFundBalancesEOYAmt09941955
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09916817
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09467463
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt035317
IRS990/OccupancyGrp/TotalAmt035317
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0567
IRS990/OfficeExpensesGrp/TotalAmt0567
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-481005
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Real Estate Expense
IRS990/OtherExpensesGrp/Desc1Ohio Filing Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028030
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/TotalAmt028030
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0288500
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0227000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Janet Davis
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561499
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/ExclusionAmt013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide grants to improve commercial and mixed-use building facades in the uptown Westerville area.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0145233
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0145233
IRS990/ProgSrvcAccomActy3Grp/Desc0Uptown Fire Suppression Program - offers up to 75% grant to property owners for wet fire suppression system installation costs for buildings in the Westerville Uptown area.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt087550
IRS990/ProgSrvcAccomActy3Grp/GrantAmt087550
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Provide grants to commercial and industrial companies that have implemented energy efficient projects.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Property Development - Purchase or help facilitate the purchase of real property in the Westerville area.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Provide grants for Economic Development related to the Fintech PILOT project at Otterbein University to help support creation of local jobs.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Power Up Program - provides funding for investment into commercial electric vehicle supply equiment (i.e. EV charging equipment).
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Commercial Solar Rebate Program - offers rebates for investment in solar panel investment.
IRS990/ProgSrvcAccomActyOtherGrp/Desc5Innovation Retro commissioning Program - provides funds for retro commissioning projects that are administered by a third party vendor.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt083241
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt083241
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09269540
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0294122
IRS990/PYInvestmentIncomeAmt038773
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt056651
IRS990/PYProgramServiceRevenueAmt010
IRS990/PYRevenuesLessExpensesAmt08957550
IRS990/PYTotalExpensesAmt0350773
IRS990/PYTotalRevenueAmt09308323
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0229924
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0854190
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0854203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09269550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt049484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0672638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0824894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011670769
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt051995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0360
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091851
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99220
IRS990ScheduleA/PublicSupportPY170Pct00.99640
IRS990ScheduleA/PublicSupportTotal170Amt011670769
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0854203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09269550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt049484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0672638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0824894
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011670769
IRS990ScheduleA/TotalSupportAmt011762620
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Corporation is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. However, certain unrelated business activities may be subject to federal income taxes. The Corporation had no unrelated business activities and therefore, no provision for such taxes was necessary for the year ended December 31, 2024.Generally accepted accounting principles require the Corporation to evaluate the level of uncertainty related to whether tax positions taken will be sustained upon examination. Any positions taken that do not meet the more-likely-than-not threshold must be quantified and recorded as a liability for unrecognized tax benefits in the accompanying statement of financial position along with any associated interest and penalties that would be payable to the taxing authorities upon examination. Management believes that none of the tax positions taken would materially impact the financial statements and no such liabilities have been recorded.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueProgramRltdAmt08254353
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0240000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Loan Forgiveness
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt17482
IRS990ScheduleI/RecipientTable/CashGrantAmt2100000
IRS990ScheduleI/RecipientTable/CashGrantAmt387550
IRS990ScheduleI/RecipientTable/CashGrantAmt439967
IRS990ScheduleI/RecipientTable/CashGrantAmt510235
IRS990ScheduleI/RecipientTable/CashGrantAmt615980
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Facade Grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Energy Grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Facade Grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Fire Suppression
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Energy Grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Facade Grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Energy Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt032 W College LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Budderfly Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Life in the Ville LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Life in the Ville V LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Otterbein University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Rotary Intl Club Westerville
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Westerville City School Distr
IRS990ScheduleI/RecipientTable/RecipientEIN0862014671
IRS990ScheduleI/RecipientTable/RecipientEIN1822765116
IRS990ScheduleI/RecipientTable/RecipientEIN2864648777
IRS990ScheduleI/RecipientTable/RecipientEIN3923109327
IRS990ScheduleI/RecipientTable/RecipientEIN4314379532
IRS990ScheduleI/RecipientTable/RecipientEIN5316050404
IRS990ScheduleI/RecipientTable/RecipientEIN6316401114
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0235 Stanbery Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12 Trap Falls Road Suite 310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt223 E College Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt323 E College Ave

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $5M-$10M nonprofits