Civic Intelligence

Shared Harvest Foodbank Inc.

990 • Fiscal year 2013 • EIN 31-1096571

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 14, 2014

5901 Dixie Highway45014

(513) 874-0114

Siviq Scores

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

Liabilities / Assets

45th percentile

0.21x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

28th percentile

-1.9%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

18th percentile

-3.7%

Faster asset growth than 18% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$2,104,936

Down $249,614 (-11%) from 2012

Net Assets

Down

$1,667,571

Down $203,776 (-11%) from 2012

Liabilities

Down

$437,365

Down $45,838 (-9.5%) from 2012

Revenue

$12,237,943

No earlier filing loaded for comparison.

Expenses

Down

$12,467,859

Down $210,889 (-1.7%) from 2012

Net Income

-$229,916

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $2,738,986Liabilities 2010: $516,614Net Assets 2010: $2,222,3722010Assets 2011: $2,268,139Liabilities 2011: $498,171Net Assets 2011: $1,769,9682011Assets 2012: $2,354,550Liabilities 2012: $483,203Net Assets 2012: $1,871,3472012Assets 2013: $2,104,936Liabilities 2013: $437,365Net Assets 2013: $1,667,5712013Assets 2014: $2,482,846Liabilities 2014: $425,599Net Assets 2014: $2,057,2472014Assets 2015: $2,726,930Liabilities 2015: $387,812Net Assets 2015: $2,339,1182015Assets 2016: $2,460,949Liabilities 2016: $327,914Net Assets 2016: $2,133,0352016Assets 2017: $2,497,749Liabilities 2017: $318,181Net Assets 2017: $2,179,5682017Assets 2018: $2,742,317Liabilities 2018: $384,701Net Assets 2018: $2,357,6162018Assets 2019: $3,871,331Liabilities 2019: $537,058Net Assets 2019: $3,334,2732019Assets 2020: $6,066,270Liabilities 2020: $277,095Net Assets 2020: $5,789,1752020Assets 2021: $6,818,793Liabilities 2021: $149,069Net Assets 2021: $6,669,7242021Assets 2022: $9,135,350Liabilities 2022: $884,374Net Assets 2022: $8,250,9762022Assets 2023: $9,365,342Liabilities 2023: $264,351Net Assets 2023: $9,100,9912023Assets 2024: $9,885,913Liabilities 2024: $265,228Net Assets 2024: $9,620,6852024Assets 2025: $9,784,169Liabilities 2025: $104,463Net Assets 2025: $9,679,7062025

Highlighted filing

2013

Assets$2,104,936
Liabilities$437,365
Net Assets$1,667,571

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $19,018,9432010Expenses 2011: $17,474,0772011Expenses 2012: $12,678,7482012Revenue 2013: $12,237,943Expenses 2013: $12,467,859Net Income 2013: -$229,9162013Revenue 2014: $9,683,402Expenses 2014: $9,289,828Net Income 2014: $393,5742014Revenue 2015: $9,218,674Expenses 2015: $8,930,397Net Income 2015: $288,2772015Revenue 2016: $9,241,246Expenses 2016: $9,450,793Net Income 2016: -$209,5472016Revenue 2017: $9,276,133Expenses 2017: $9,251,021Net Income 2017: $25,1122017Revenue 2018: $8,667,216Expenses 2018: $8,488,824Net Income 2018: $178,3922018Revenue 2019: $11,029,295Expenses 2019: $10,086,752Net Income 2019: $942,5432019Revenue 2020: $16,768,688Expenses 2020: $14,331,400Net Income 2020: $2,437,2882020Revenue 2021: $10,472,321Expenses 2021: $9,578,912Net Income 2021: $893,4092021Revenue 2022: $12,561,975Expenses 2022: $10,942,696Net Income 2022: $1,619,2792022Revenue 2023: $19,397,066Expenses 2023: $18,577,795Net Income 2023: $819,2712023Revenue 2024: $10,428,550Expenses 2024: $9,920,129Net Income 2024: $508,4212024Revenue 2025: $23,837,565Expenses 2025: $23,804,048Net Income 2025: $33,5172025

Highlighted filing

2013

Revenue$12,237,943
Expenses$12,467,859
Net Income-$229,916
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 14, 2014
Return Version
2013v3.1
Gross Receipts
$12,278,070
Mission and Program Overview

Mission

Alleviate poverty and hunger by soliciting and judiciously distributing surplus marketable and wholesome grocery products to a network of charitable food pantries, soup kitchens, shelters and other distributing organizations, which in turn distribute these products to needy and hungry people. Develop, monitor, strengthen and otherwise support this network of charities by fostering communication, setting standards for distribution and storage, and disseminating educational materials appropriate to our collective mission of helping people in poverty. Educate the public and private sector, and the community in general, about the nature and solutions to the problems of hunger and poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$921,463$912,845▼ $8,618
Inventories for Sale or Use$806,769$529,850▼ $276,919
Savings and Temporary Cash Investments$382,526$386,267▲ $3,741
Investments in Publicly Traded Securities$121,632$142,051▲ $20,419
Accounts Receivable$121,860$86,266▼ $35,594
Cash and Non-Interest-Bearing Accounts-$47,407-
Total Assets$2,354,550$2,104,936▼ $249,614
Other Assets Total$300$250▼ $50
Liabilities
Mortgage Notes Payable Secured by Investment Property$348,056$324,292▼ $23,764
Accounts Payable and Accrued Expenses$135,147$113,073▼ $22,074
Total Liabilities$483,203$437,365▼ $45,838
Net Assets / Fund Balance
Unrestricted Net Assets$1,871,347$1,592,786▼ $278,561
Temporarily Rstr Net Assets-$74,785-
Total Net Assets Fund Balance$1,871,347$1,667,571▼ $203,776
Total Liabilities and Net Assets / Fund Balance$2,354,550$2,104,936▼ $249,614

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$261,934$469,265$731,199
Land$538,035-$538,035
Equipment$76,747$426,964$503,711
Buildings$36,129$243,871$280,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tina OssoExec. DirectFT$62,532$7,199$69,731
Darrell SandlinCOO-$58,916$6,975$65,891

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$11,649,652
Program Service Revenue
$502,039
Investment Income
$-2,926
Other Revenue
$89,178
All Other Contributions
$5,838,255
Change in Net Assets
$-229,916

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Food Inventory8$10,336,336
Total Noncash Contributions8$10,336,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,249,483
Revenue Not Reported on Financial Statements
$-11,540
Revenue Not Reported on Form 990
$45,531
Other Revenue Adjustments
$-11,540
Total Revenue per Audited Statements
$12,295,014
Total Revenue per Form 990
$12,237,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,712,597
Salaries, Compensation, and Employee Benefits$755,262
Total Fundraising Expense$59,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$278,198$156,779$38,254$473,231
All Other Expenses$121,840$14,084$755$136,679
Current Officers, Directors, Trustees, and Key Employees$110,065$20,543$5,014$135,622
Occupancy$75,097$27,689-$102,786
Other Employee Benefits$54,466$28,175$6,874$89,515
Depreciation Depletion-$63,229-$63,229
Payroll Taxes$32,226$14,988$3,656$50,870
Other Expenses$35,333--$35,333
Fees for Services Other$7,090$12,612-$19,702
Interest-$16,224-$16,224
Information Technology$6,838$7,495$1,442$15,775
Insurance-$15,044-$15,044
Office Expenses$53$12,776-$12,829
Travel$6,399-$2,341$8,740
Pension Plan Contributions$3,492$2,036$496$6,024
Advertising--$169$169
Total Functional Expenses$12,017,184$391,674$59,001$12,467,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,498,790
Expenses per Audited Statements$12,467,859
Total Expenses per Form 990$12,467,859
Expenses Not Reported on Form 990$30,931
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$120,109
Fundraising Direct Expenses$30,931
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$120,109$120,109$30,931$89,178
Total Events$120,109$120,109$30,931$89,178
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Anthony OssoBrotherWages/relations MgrNo$57,485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed prior to filing by the executive director, with copies to the finance committee.

Form 990, Page 6, Part VI, Line 12C

The board reviews the disclosures annually.

Form 990, Page 6, Part VI, Line 15A

The board conducts performance evaluations annually. Peer review and external performance valuation is conducted every two years. Compensation package is based on those of similar organizations in the area.

Form 990, Page 6, Part VI, Line 19

The documents are published on the organization website. Paper copies are made are made available to the public upon request.

Filing and Contact Details

Filer

EIN
31-1096571
Phone
5138740114

Signing Officer

Name
Tina Osso
Title
Exec. Director
Phone
5138740114
Signed
2014-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Osso Exec Director
Formed
1986
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
20
Volunteers
950

Preparer

Preparer
Larry F Warner CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Alleviate poverty and hunger by soliciting and judiciously distributing surplus marketable and wholesome grocery products to a network of charitable food pantries, soup kitchens, shelters and other distributing organizations, which in turn distribute these products to needy and hungry people. Develop, monitor, strengthen and otherwise support this network of charities by fostering communication, setting standards for distribution and storage, and disseminating educational materials appropriate to our collective mission of helping people in poverty. Educate the public and private sector, and the community in general, about the nature and solutions to the problems of hunger and poverty.

Form 990, Page 1, Part I, Line 6

Office work - assemble newsletters, annual reports,direct mail pieces, and create thank you notes, warehouse-cleaning, sorting and packaging food donations, assembling backpack carriers, transporting carriers to elementary schools, and assisting in commodity supplemental food program by assembling food boxes for distribution to senior citizens, loading boxes into participant's cars.

Form 990, Part XI, Line 9

Special events expenses 30,931 gain/loss on sale of assets 11,540 special events expenses -30,931

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special events expenses 30,931

Schedule D, Page 4, Part XI, Line 4B

Gain/loss on sale of assets -11,540

Schedule D, Page 4, Part XII, Line 2D

Special events expenses 30,931

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IRS990/MissionDesc0ALLEVIATE POVERTY AND HUNGER BY SOLICITING AND JUDICIOUSLY DISTRIBUTING SURPLUS MARKETABLE AND WHOLESOME GROCERY PRODUCTS TO A NETWORK OF CHARITABLE FOOD PANTRIES, SOUP KITCHENS, SHELTERS AND OTHER DISTRIBUTING ORGANIZATIONS, WHICH IN TURN DISTRIBUTE THESE PRODUCTS TO NEEDY AND HUNGRY PEOPLE. DEVELOP, MONITOR, STRENGTHEN AND OTHERWISE SUPPORT THIS NETWORK OF CHARITIES BY FOSTERING COMMUNICATION, SETTING STANDARDS FOR DISTRIBUTION AND STORAGE, AND DISSEMINATING EDUCATIONAL MATERIALS APPROPRIATE TO OUR COLLECTIVE MISSION OF HELPING PEOPLE IN POVERTY. EDUCATE THE PUBLIC AND PRIVATE SECTOR, AND THE COMMUNITY IN GENERAL, ABOUT THE NATURE AND SOLUTIONS TO THE PROBLEMS OF HUNGER AND POVERTY.
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IRS990/RelatedEntityInd0false
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0280000
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IRS990ScheduleD/RevenueNotReportedAmt045531
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-11540
IRS990ScheduleD/RevenueSubtotalAmt012249483
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS EXPENSES 30,931
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GAIN/LOSS ON SALE OF ASSETS -11,540
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENTS EXPENSES 30,931
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.78$0.10$9.68$23.8$23.8$0.03
2024Detailed filing. Detailed filing data is available for this year.$9.89$0.27$9.62$10.4$9.92$0.51
2023Detailed filing. Detailed filing data is available for this year.$9.37$0.26$9.10$19.4$18.6$0.82
2022Detailed filing. Detailed filing data is available for this year.$9.14$0.88$8.25$12.6$10.9$1.62
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.15$6.67$10.5$9.58$0.89
2020Detailed filing. Detailed filing data is available for this year.$6.07$0.28$5.79$16.8$14.3$2.44
2019Detailed filing. Detailed filing data is available for this year.$3.87$0.54$3.33$11.0$10.1$0.94
2018Detailed filing. Detailed filing data is available for this year.$2.74$0.38$2.36$8.67$8.49$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.50$0.32$2.18$9.28$9.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.33$2.13$9.24$9.45$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.39$2.34$9.22$8.93$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.43$2.06$9.68$9.29$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.44$1.67$12.2$12.5$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.48$1.87$12.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.50$1.77$17.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.52$2.22$19.0