Community Foundations Inc.

990 • Fiscal year 2019 • EIN 31-1197385

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization Profile N/A

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1234 East Broad StreetColumbus, OH 43205-1405

(614) 251-4000

Siviq Scores

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

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

0.11x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

0.8%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

$653,680

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

-38%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets8th percentile

Assets

$71,690,116

Up $8,625,507 (+14%) from 2018

Net Assets

$71,146,342

Up $8,729,584 (+14%) from 2018

Liabilities

Down

$543,774

Down $104,077 (-16%) from 2018

Revenue And Expenses

Liabilities / Revenue20th percentile Net Margin39th percentile

Revenue

Down

$5,033,314

Down $3,146,659 (-38%) from 2018

Expenses

$4,990,683

Up $160,693 (+3.3%) from 2018

Net Income

Down

$42,631

Down $3,307,352 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

Highlighted filing

2019

Assets$71,690,116

Liabilities$543,774

Net Assets$71,146,342

Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

Highlighted filing

2019

Revenue$5,033,314

Expenses$4,990,683

Net Income$42,631

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Nov 6, 2020
Return Version: 2019v5.1
Gross Receipts: $12,560,735

Mission and Program Overview

Mission

Community foundations, inc. Was established in 1987 to serve geographic areas beyond central ohio. Entrusted with the responsibility to improve the community's quality of life, community foundations, inc. Embraces the following: to assist donors and others in strengthening and improving the community for the benefit of all its citizens.

This foundation assists others in improving the community for the benefit of all its citizens.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$56,026,716	$64,412,536	▲ $8,385,820
Savings and Temporary Cash Investments	$5,089,759	$5,030,832	▼ $58,927
Investments Other Securities	$1,924,967	$2,228,179	▲ $303,212
Accounts Receivable	$23,167	$18,569	▼ $4,598
Total Assets	$63,064,609	$71,690,116	▲ $8,625,507
Liabilities
Grants Payable	$647,851	$543,774	▼ $104,077
Total Liabilities	$647,851	$543,774	▼ $104,077
Net Assets / Fund Balance
Net Assets Without Donor Restrictions	$62,416,758	$71,146,342	▲ $8,729,584
Total Net Assets Fund Balance	$62,416,758	$71,146,342	▲ $8,729,584
Total Liabilities and Net Assets / Fund Balance	$63,064,609	$71,690,116	▲ $8,625,507

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Other	Total
Gregg Oosterbaan	Vice President - Information Technology	$167,380	$167,380
Natalie Parscher	Vice President - Communications & Marketing	$134,801	$134,801

Board Members and Trustees

Name	Title
Matthew D Walter	Chairman/trustee
Douglas F Kridler	President & CEO
Nancy Kramer	Vice Chairman/trustee
Scott G Heitkamp CPA	Vice President & CFO
Gregg Oosterbaan	Vice President - Information Technol
Tamara J Durrence	Vice President - Supporting Fdt
Dan a Sharpe	Vice President of Crgm
Angela G Parsons	Vice President of Dsd
Dwight E Smith	Trustee
George S Barrett	Trustee
Jeffrey W Edwards	Trustee
Joseph a Chlapaty	Trustee
Katie Wolfe Lloyd	Trustee
Lisa a Hinson	Trustee
Michael P Glimcher	Trustee

Revenue and Support

Revenue Composition

Contributions and Grants: $1,749,626
Program Service Revenue: $0
Investment Income: $3,283,688
Other Revenue: $0
All Other Contributions: $1,749,626
Change in Net Assets: $42,631

Noncash Contribution Practices

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

Noncash Contributions

Contribution Type	Contribution Count	Reported Amount	Valuation Method
Securities Publicly Traded	7	$131,322	Average High and Low
Total Noncash Contributions	7	$131,322	-

Audited Revenue Reconciliation

Revenue per Audited Statements: $5,033,314
Revenue Not Reported on Financial Statements: $0
Revenue Not Reported on Form 990: $6,140,730
Total Revenue per Audited Statements: $11,174,044
Total Revenue per Form 990: $5,033,314

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$4,387,694
Other Expenses	$602,989
Total Fundraising Expense	$132,356
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$4,387,694	-	-	$4,387,694
Fees for Services Management	$164,120	$137,211	$84,743	$386,074
Fees for Service Investment Mgmnt Fees	$85,614	$71,576	$44,207	$201,397
Other Expenses	$6,597	$5,515	$3,406	$15,518
Total Functional Expenses	$4,644,025	$214,302	$132,356	$4,990,683

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Form 990	$4,990,683
Expenses per Audited Statements	$4,789,286
Total Expenses per Audited Statements	$3,180,392
Expenses Not Reported on Financial Statements	$201,397
Other Expense Adjustments	$201,397
Expenses Not Reported on Form 990	$-1,608,894

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
Pickaway County Commissioners	Circleville, OH	501c3	Urban Affairs	$900,000
Berger Health Foundation	Circleville, OH	501c3	Health	$350,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$183,356
Ohio Physicians Health Program	Columbus, OH	501c3	Health	$125,000
Berger Health Foundation	Circleville, OH	501c3	Health	$119,217
Community Action Commission of Belmont	St Clairsville, OH	501c3	Urban Affairs	$112,200
Community Action Commission of Belmont	St Clairsville, OH	501c3	Urban Affairs	$100,000
Junior Achievement of Central Ohio	Columbus, OH	501c3	Education	$100,000
Brian Muha Memorial Foundation Inc	Westerville, OH	501c3	Social Services	$75,000
American Council of the Blind Ohio	Columbus, OH	501c3	Social Services	$64,500
Bellefaire Jewish Childrens Bureau	Cleveland, OH	501c3	Health	$60,000
Catholic Charities Corporation	Cleveland, OH	501c3	Social Services	$60,000
Design Outreach	Columbus, OH	501c3	Social Services	$55,000
Atm Education Dba Relationships Under	Sunbury, OH	501c3	Education	$50,000
Ohio State University	Columbus, OH	501c3	Education	$40,000
Ohio University	Athens, OH	501c3	Education	$40,000
Ohiohealth Foundation Inc	Columbus, OH	501c3	Health	$35,625
Bluffton University	Bluffton, OH	501c3	Education	$30,000
Capital University	Columbus, OH	501c3	Education	$30,000
Ohio State University Financial Aid Offi	Columbus, OH	501c3	Education	$30,000
Atm Education Dba Relationships Under	Sunbury, OH	501c3	Education	$25,000
Lower Lights Christian Health Center	Columbus, OH	501c3	Health	$25,000
Ronald Mcdonald House Charities of	Columbus, OH	501c3	Social Services	$25,000
Food for the Poor Inc	Coconut Creek, FL	501c3	Social Services	$22,000
Haven House of Pickaway County Inc	Circleville, OH	501c3	Social Services	$20,000
Mennonite Foundation Inc	Goshen, IN	501c3	Religion	$20,000
Ohio Christian University	Circleville, OH	501c3	Education	$20,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$20,000
Berger Health Foundation	Circleville, OH	501c3	Health	$18,153
Ohio Historic Bridge Association	Granville, OH	501c3	Conservation	$17,833
Chillicothe Ross Community Foundation	Chillicothe, OH	501c3	Advancing Philanthropy	$15,000
Ibelieve Foundation	Columbus, OH	501c3	Social Services	$15,000
Mccord Road Christian Church	Sylvania, OH	501c3	Religion	$15,000
Northwest United Methodist Church	Columbus, OH	501c3	Religion	$15,000
Ross County Community Action Commission	Chillicothe, OH	501c3	Social Services	$15,000
Saint Mary Catholic Church	Columbus, OH	501c3	Religion	$15,000
Columbus Medical Association Foundati	Columbus, OH	501c3	Health	$14,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$13,000
Bluffton University	Bluffton, OH	501c3	Education	$12,000
Bluffton University	Bluffton, OH	501c3	Education	$12,000
Miami University	Oxford, OH	501c3	Education	$12,000
Ohio University	Athens, OH	501c3	Education	$12,000
United Way Tiffin Seneca	Tiffin, OH	501c3	Social Services	$12,000
Ohio Humanities Council	Columbus, OH	501c3	Arts and Humanities	$11,629
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$11,520
University of Maryland College Park	College Park, MD	501c3	Education	$10,337
Assistance House	Chillicothe, OH	501c3	Social Services	$10,000
Athens Rotary Foundation	Athens, OH	501c3	Advancing Philanthropy	$10,000
Capital University	Columbus, OH	501c3	Education	$10,000
Chillicothe Ross Community Foundation	Chillicothe, OH	501c3	Advancing Philanthropy	$10,000
Christian Church in Ohio Disciples	Marysville, OH	501c3	Religion	$10,000
Christian Church in Ohio Disciples	Marysville, OH	501c3	Religion	$10,000
Community Recreational Council of	Chillicothe, OH	501c3	Education	$10,000
Community Recreational Council of	Chillicothe, OH	501c3	Urban Affairs	$10,000
Cuyahoga Valley Community Church	Broadview Hts, OH	501c3	Religion	$10,000
Easterseals Central and Southeast	Hilliard, OH	501c3	Social Services	$10,000
Food for the Poor Inc	Coconut Creek, FL	501c3	Social Services	$10,000
Food for the Poor Inc	Coconut Creek, FL	501c3	Social Services	$10,000
Good Shepherd Christian Church	Macedonia, OH	501c3	Religion	$10,000
Hamilton Community Foundation Oh	Hamilton, OH	501c3	Advancing Philanthropy	$10,000
Haven House of Pickaway County Inc	Circleville, OH	501c3	Social Services	$10,000
Jdrf International-central Ohio Chapter	Worthington, OH	501c3	Health	$10,000
Logos Bible Church	Pickertington, OH	501c3	Religion	$10,000
Momentum-excellence Inc	Columbus, OH	501c3	Arts and Humanities	$10,000
National Church Residences	Columbus, OH	501c3	Social Services	$10,000
Ohio Foundation of Independent Colleges	Columbus, OH	501c3	Education	$10,000
Ohio Foundation of Independent Colleges	Columbus, OH	501c3	Education	$10,000
Ohio State University Foundation	Columbus, OH	501c3	Education	$10,000
Ohio University	Athens, OH	501c3	Education	$10,000
Orrville Grace Brethren Church	Orrville, OH	501c3	Religion	$10,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$10,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$10,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$10,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$10,000
Ross County Christian Academy	Chillicothe, OH	501c3	Education	$10,000
The Westfall Education Foundation	Williamsport, OH	501c3	Education	$10,000
United States Fund for Unicef	New York, NY	501c3	Social Services	$10,000
West Virginia Independent Colleges	Charleston, WV	501c3	Education	$10,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$9,664
Pickaway County Historical Society	Circleville, OH	501c3	Arts and Humanities	$9,626
Pickaway County Historical Society	Circleville, OH	501c3	Arts and Humanities	$9,626
Capital University	Columbus, OH	501c3	Education	$9,412
Capital University	Columbus, OH	501c3	Education	$9,412
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$9,221
Circleville City Schools Foundation	Circleville, OH	501c3	Education	$9,000
Jackson-vinton Community Action Inc	Wellston, OH	501c3	Health	$9,000
World Literature Crusade Dba Every Hom	Colorado Springs, CO	501c3	Religion	$9,000
Catholic Relief Services	Baltimore, MD	501c3	Social Services	$8,000
Esperanza Threads	Cleveland, OH	501c3	Social Services	$8,000
Franklin Park Conservatory Joint	Columbus, OH	501c3	Conservation	$8,000
Ohio Humanities Council	Columbus, OH	501c3	Arts and Humanities	$7,918
Esperanza Threads	Cleveland, OH	501c3	Social Services	$7,000
Food for the Poor Inc	Coconut Creek, FL	501c3	Social Services	$7,000
Northwest United Methodist Church	Columbus, OH	501c3	Religion	$7,000
PICKAWAY COUNTY SHERIFF'S OFFICE	Circleville, OH	501c3	Urban Affairs	$7,000
Midwest Center for Home Hospice and	Columbus, OH	501c3	Health	$6,577
Ohio State University Financial Aid Offi	Columbus, OH	501c3	Education	$6,500
Ohio University	Athens, OH	501c3	Education	$6,500
Stargazey Equine Therapy	Jackson, OH	501c3	Social Services	$6,500
West Virginia University	Morgantown, WV	501c3	Education	$6,500
Wright State University	Dayton, OH	501c3	Education	$6,500
Foundation for Appalachian Ohio	Nelsonville, OH	501c3	Advancing Philanthropy	$6,400
Project Hop E of Cleveland	Cleveland, OH	501c3	Health	$6,000
University of Rio Grande	Rio Grande, OH	501c3	Education	$6,000
Williamsport and Deercreek	Williamsport, OH	501c3	Urban Affairs	$6,000
Capital University	Columbus, OH	501c3	Education	$5,647
Capital University	Columbus, OH	501c3	Education	$5,647
Ohio State University Foundation	Columbus, OH	501c3	Education	$5,600
Design Outreach	Columbus, OH	501c3	Social Services	$5,500
Attract Tourism Foundation Inc	Circleville, OH	501c3	Urban Affairs	$5,496
Berger Health Foundation	Circleville, OH	501c3	Health	$5,481
United Way Tiffin Seneca	Tiffin, OH	501c3	Social Services	$5,412
Midwest Center for Home Hospice and	Columbus, OH	501c3	Health	$5,411
GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL	Columbus, OH	501c3	Social Services	$5,278
Al Otro Lado Inc	Los Angeles, CA	501c3	Social Services	$5,000
Altrusa Club of Chillicothe Ohio Found	Chillicothe, OH	501c3	Social Services	$5,000
American Red Cross Central and Southern	Columbus, OH	501c3	Health	$5,000
Artemis Center for Alternatives to	Dayton, OH	501c3	Social Services	$5,000
Assistance House	Chillicothe, OH	501c3	Social Services	$5,000
Basic Training Bible Ministries	Hot Springs, AR	501c3	Religion	$5,000
Bionutrient Food Association Inc	Barre, MA	501c3	Conservation	$5,000
Bowling Green State University	Bowling Green, OH	501c3	Education	$5,000
Buckeye Ranch Foundation Inc	Grove City, OH	501c3	Social Services	$5,000
Catholic Relief Services	Baltimore, MD	501c3	Social Services	$5,000
Childhood League Inc Dba	Columbus, OH	501c3	Education	$5,000
Childrens Hospital Inc	Columbus, OH	501c3	Health	$5,000
Circleville Boosters for Private	Circleville, OH	501c3	Education	$5,000
Cjf Ministries	San Antonio, TX	501c3	Religion	$5,000
Cjf Ministries	San Antonio, TX	501c3	Religion	$5,000
Columbus City Schools	Columbus, OH	501c3	Education	$5,000
Crack House Ministries	Columbus, OH	501c3	Religion	$5,000
Crack House Ministries	Columbus, OH	501c3	Religion	$5,000
Design Outreach	Columbus, OH	501c3	Social Services	$5,000
Force Blue Inc	Montauk, NY	501c3	Social Services	$5,000
Force Blue Inc	Montauk, NY	501c3	Social Services	$5,000
Franklin Park Conservatory Joint	Columbus, OH	501c3	Conservation	$5,000
Franklin Park Conservatory Joint	Columbus, OH	501c3	Conservation	$5,000
Graham and Courtney Rahal Foundation	Hilliard, OH	501c3	Advancing Philanthropy	$5,000
Haven House of Pickaway County Inc	Circleville, OH	501c3	Social Services	$5,000
Haven House of Pickaway County Inc	Circleville, OH	501c3	Social Services	$5,000
Ike and Ella Fund Corporation	Milan, MI	501c3	Social Services	$5,000
Logos Bible Church	Pickertington, OH	501c3	Religion	$5,000
Lydias Mission	Dayton, OH	501c3	Social Services	$5,000
Oak Hill Union Local School District	Oak Hill, OH	501c3	Education	$5,000
Patches of Light	Hilliard, OH	501c3	Social Services	$5,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$5,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$5,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$5,000
Pickaway County Community Foundation	Circleville, OH	501c3	Advancing Philanthropy	$5,000
Project Hop E of Cleveland	Cleveland, OH	501c3	Health	$5,000
Ross County Coalition Against Domestic	Chillicothe, OH	501c3	Social Services	$5,000
St Aloysius Church	Cleveland, OH	501c3	Religion	$5,000
Tiffin Community Ymca Recreation Center	Tiffin, OH	501c3	Social Services	$5,000
Village Ministries International Inc	Yukon, OK	501c3	Religion	$5,000
Well Church Dba the Well	Sandy, UT	501c3	Religion	$5,000
World Literature Crusade Dba Every Hom	Colorado Springs, CO	501c3	Religion	$5,000
World Outreach Ministries	Marietta, GA	501c3	Religion	$5,000
World Partnership Foundation	Worthington, OH	501c3	Urban Affairs	$5,000

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Battelle Charities	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Borror Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Central Benefits Health Care Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Columbus Youth Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Community Gifts Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Crane Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Greer Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Hinson Family Trust	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Ingram-white Castle Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Isabelle Ridgway Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
James a & Kathleen C Rutherford Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
John B & Dareth Gerlach Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Kidd Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
L Brands Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Margaret and Robert Walter Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Meuse Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Moritz Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Roush Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Siemer Institute	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Arthur & Sara Jo Kobacker Alfred & Ida Kobacker Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Columbus Foundation	Columbus, OH	Grantmaking	501c3	Line 8	No
The Fg Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The John H Mcconnell Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The John J & Pauline Gerlach Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Marsh Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Paul G Duke Foundation Inc	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Robert F Wolfe & Edgar T Wolfe Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Shackelford Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The Siemer Family Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
The William H Davis Dorothy M Davis and William C Davis Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No
Trinity Foundation	Columbus, OH	Grantmaking	501c3	Line 11a, Type 1	No

Transactions with Related Organizations

Organization	Type	Method	Amount
The Columbus Foundation	M	Cash Payment	$386,074
The Columbus Foundation	S	Cash Payment	$74,870
The Columbus Foundation	R	Cash Payment	$2,500

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: 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: Yes
Key decisions subject to board approval: No
Management duties delegated: No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“To facilitate the timely filing of the form 990, the return is not reviewed prior to its filing by all trustees. The return is, however, available for review at the next regularly scheduled board meeting.”

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

“Annually, trustees are required, in writing, to confirm both their understanding of the foundation's conflict of interest policy, and that he/she is in compliance with it.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, section b, lines 15a&b: top officers are not compensated”

Form 990, Part VI, Section C, Line 18

“The organization's form 1023 and 990 are available upon request. Further, the organization's form 990 is available at www.guidestar.org”

Form 990, Part VI, Section C, Line 19

“This organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name: Community Foundations Inc
EIN: 31-1197385
Phone: 6142514000
Address: 1234 EAST BROAD STREET, COLUMBUS, OH 43205-1405

Signing Officer

Name: Scott Heitkamp
Title: V.p.
Phone: 6142514000
Signed: 2020-11-06
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Scott G Heitkamp
Formed: 1987
Legal Domicile: Oh
Voting Board Members: 9
Independent Board Members: 9
Employees: 0
Volunteers: 0

Preparer

Firm: John Gerlach & Company
Address: 37 WEST BROAD STREET, COLUMBUS, OH 43215
Preparer: Tj Conger CPA
Phone: 6142242164

Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book/tax income difference on pass through income net transfers from (to) related foundations 72,370. Grants rescinded from prior years 5,000. Grant refunds 2,069.”

Form 990, Part XII, Line 2C

“At the annual audit committee meeting, the financial statements are presented to the audit committee by the external auditors. Staff and a member of the audit committee reviews the results of the audit committee meeting with the full board at their next scheduled board meeting. The committee also oversees the process of selecting the independent accountant. This process remains unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes - the foundation is recognized as exempt from income tax under section 501(c)(3) of the internal revenue code, and therefore, has made no provision for federal, state, or local income tax in the accompanying financial statements. The foundation has adopted the provisions of the financial accounting standards board (fasb) accounting standards board (asc) relating to uncertain tax positions. Management has reviewed its current and past income tax positions and has determined, based on clear and unambiguous tax law and regulations, that the tax positions taken are certain and that there is no likelihood that a material tax assessment would be made if the respective government agency examined tax returns subject to audit. Accordingly, no provision for the effects of uncertain tax positions has been recorded.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Organization endowment funds held for others -2,342,326. Transfers from related foundations 74,870. Grant refunds 2,069. Investment management fees -201,397.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Grants rescinded from prior year -5,000. Transfers to related foundations 2,500. Organization endowment funds held for others -1,606,394.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 201,397.”

Raw XML AppendixShowing 400 of 2,451 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990/ScheduleBRequiredInd	0	1
IRS990ScheduleD/DisclosedForCharitablePrpsInd	0	1
IRS990ScheduleD/DisclosedOrgLegCtrlInd	0	1
IRS990ScheduleD/DonorAdvisedFundsContriAmt	0	187379
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt	0	1194487
IRS990ScheduleD/DonorAdvisedFundsHeldCnt	0	19
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt	0	22185578
IRS990ScheduleD/ExpensesNotReportedAmt	0	-1608894
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt	0	201397
IRS990ScheduleD/ExpensesSubtotalAmt	0	4789286
IRS990ScheduleD/FootnoteTextInd	0	X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt	0	1562247
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt	0	3193207
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt	0	132
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt	0	49504539
IRS990ScheduleD/NetUnrealizedGainsInvstAmt	0	8607514
IRS990ScheduleD/OtherExpensesIncludedAmt	0	-1608894
IRS990ScheduleD/OtherExpensesNotIncludedAmt	0	201397
IRS990ScheduleD/OtherRevenueAmt	0	-2466784
IRS990ScheduleD/RevenueNotReportedAmt	0	6140730
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt	0	0
IRS990ScheduleD/RevenueSubtotalAmt	0	5033314
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	0	INCOME TAXES - THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS BOARD (ASC) RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	1	ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS -2,342,326. TRANSFERS FROM RELATED FOUNDATIONS 74,870. GRANT REFUNDS 2,069. INVESTMENT MANAGEMENT FEES -201,397.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	2	GRANTS RESCINDED FROM PRIOR YEAR -5,000. TRANSFERS TO RELATED FOUNDATIONS 2,500. ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS -1,606,394.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	3	INVESTMENT MANAGEMENT FEES 201,397.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	2	PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	3	PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt	0	0
IRS990ScheduleD/TotalExpensesPerForm990Amt	0	4990683
IRS990ScheduleD/TotalRevenuePerForm990Amt	0	5033314
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt	0	11174044
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt	0	3180392
IRS990ScheduleI/GrantRecordsMaintainedInd	0	1
IRS990ScheduleI/RecipientTable/CashGrantAmt	0	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	1	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	2	64500
IRS990ScheduleI/RecipientTable/CashGrantAmt	3	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	4	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	5	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	6	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	7	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	8	25000
IRS990ScheduleI/RecipientTable/CashGrantAmt	9	50000
IRS990ScheduleI/RecipientTable/CashGrantAmt	10	5496
IRS990ScheduleI/RecipientTable/CashGrantAmt	11	5000
IRS990ScheduleI/RecipientTable/CashGrantAmt	12	60000
IRS990ScheduleI/RecipientTable/CashGrantAmt	13	5481
IRS990ScheduleI/RecipientTable/CashGrantAmt	14	18153

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $71,690,116
Liabilities: $543,774
Net assets: $71,146,342
Revenue: $5,033,314
Expenses: $4,990,683
Net income: $42,631

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$77.6	$1.00	$76.6	$8.66	$4.27	$4.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$67.2	$0.61	$66.6	$5.77	$5.20	$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$76.8	$0.70	$76.1	$6.04	$5.08	$0.96
2019Detailed filing. Detailed filing data is available for this year.	$71.7	$0.54	$71.1	$5.03	$4.99	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$63.1	$0.65	$62.4	$8.18	$4.83	$3.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$66.8	$0.54	$66.3	$6.26	$4.37	$1.89
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.	$61.0	$0.62	$60.4	$5.84	$3.44	$2.39
2015Detailed filing. Detailed filing data is available for this year.	$56.7	$0.40	$56.3	$3.61	$5.13	$1.53
2014Detailed filing. Detailed filing data is available for this year.	$61.0	$0.38	$60.6	$4.58	$4.33	$0.24
2013Detailed filing. Detailed filing data is available for this year.	$60.3	$0.35	$60.0	$5.24	$4.34	$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$54.6	$0.40	$54.2		$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$50.1	$0.87	$49.2		$5.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$52.2	$0.39	$51.8		$3.25