Civic Intelligence

The New Albany Community Foundation

990 • Fiscal year 2016 • EIN 31-1409264

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 07, 2016

Organization ProfileNEWALBANYFOUNDATION.ORG

View Organization Page

220 Market Street Suite 205New Albany, OH 43054

(614) 939-8150

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.13x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$246,964

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$12,265,880

Down $277,285 (-2.2%) from 2015

Net Assets

Down

$12,005,196

Down $238,313 (-1.9%) from 2015

Liabilities

Down

$260,684

Down $38,972 (-13%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin35th percentile

Revenue

Down

$1,989,374

Down $326,171 (-14%) from 2015

Expenses

Down

$1,997,968

Down $640,465 (-24%) from 2015

Net Income

Up

-$8,594

Up $314,294 (+97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$30M$20M$10M$0Assets 2011: $9,000,045Liabilities 2011: $216,134Net Assets 2011: $8,783,9112011Assets 2013: $10,677,162Liabilities 2013: $260,052Net Assets 2013: $10,417,1102013Assets 2014: $12,677,154Liabilities 2014: $250,160Net Assets 2014: $12,426,9942014Assets 2015: $12,543,165Liabilities 2015: $299,656Net Assets 2015: $12,243,5092015Assets 2016: $12,265,880Liabilities 2016: $260,684Net Assets 2016: $12,005,1962016Assets 2017: $13,607,505Liabilities 2017: $315,816Net Assets 2017: $13,291,6892017Assets 2018: $15,083,703Liabilities 2018: $279,273Net Assets 2018: $14,804,4302018Assets 2019: $17,190,915Liabilities 2019: $339,727Net Assets 2019: $16,851,1882019Assets 2020: $18,664,557Liabilities 2020: $303,525Net Assets 2020: $18,361,0322020Assets 2021: $22,837,707Liabilities 2021: $1,671,229Net Assets 2021: $21,166,4782021Assets 2022: $19,894,351Liabilities 2022: $1,257,632Net Assets 2022: $18,636,7192022

Highlighted filing

2016

Assets$12,265,880
Liabilities$260,684
Net Assets$12,005,196
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $684,0872011Expenses 2013: $2,050,0232013Revenue 2014: $3,865,927Expenses 2014: $3,088,690Net Income 2014: $777,2372014Revenue 2015: $2,315,545Expenses 2015: $2,638,433Net Income 2015: -$322,8882015Revenue 2016: $1,989,374Expenses 2016: $1,997,968Net Income 2016: -$8,5942016Revenue 2017: $2,105,797Expenses 2017: $1,934,172Net Income 2017: $171,6252017Revenue 2018: $2,679,779Expenses 2018: $1,932,916Net Income 2018: $746,8632018Revenue 2019: $3,754,288Expenses 2019: $2,427,923Net Income 2019: $1,326,3652019Revenue 2020: $3,725,539Expenses 2020: $2,866,784Net Income 2020: $858,7552020Revenue 2021: $12,025,093Expenses 2021: $11,680,307Net Income 2021: $344,7862021Revenue 2022: $7,914,986Expenses 2022: $8,469,370Net Income 2022: -$554,3842022

Highlighted filing

2016

Revenue$1,989,374
Expenses$1,997,968
Net Income-$8,594
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$1,989,374
Mission and Program Overview

Mission

To build the resources necessary to be a catalyst for, a convener of and an investor in initiatives that perpetuate the vision shared by the community, our donors and visionaries.

The foundation's mission is to improve new albany for the benefit of all its citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$196,144$217,664▲ $21,520
Pledges and Grants Receivable$268,793$154,100▼ $114,693
Savings and Temporary Cash Investments$138,696$42,936▼ $95,760
Land, Buildings, and Equipment, Net$12,549$9,335▼ $3,214
Total Assets$12,543,165$12,265,880▼ $277,285
Other Assets Total$11,926,983$11,841,845▼ $85,138
Liabilities
Other Liabilities$233,419$227,718▼ $5,701
Accounts Payable and Accrued Expenses$66,237$32,966▼ $33,271
Total Liabilities$299,656$260,684▼ $38,972
Net Assets / Fund Balance
Unrestricted Net Assets$11,784,716$11,523,596▼ $261,120
Temporarily Rstr Net Assets$458,793$481,600▲ $22,807
Total Net Assets Fund Balance$12,243,509$12,005,196▼ $238,313
Total Liabilities and Net Assets / Fund Balance$12,543,165$12,265,880▼ $277,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,335$18,927$28,262
Equipment$0$9,707$9,707
Other Assets Org$11,841,845--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Craig MohrePresidentFT$151,631$95,333$246,964

Board Members and Trustees

NameTitle
Dennis WelchChair
Kirt WalkerVice Chair
Charles TurneyTrustee
Charlotte KesslerTrustee
Donna AkinsTrustee
Jeff RodekTrustee
Keith BerendTrustee
Lynne SmithTrustee
Michael MarxTrustee
Phil Heit PhdTrustee
Patti SteinourSecretary
Stuart BurgdoerferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,927,540
Program Service Revenue
$61,800
Investment Income
$34
Other Revenue
$0
All Other Contributions
$1,927,540
Change in Net Assets
$-8,594

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,989,374
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-233,619
Total Revenue per Audited Statements
$1,755,755
Total Revenue per Form 990
$1,989,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,077,570
Grants and Similar Amounts Paid$619,750
Salaries, Compensation, and Employee Benefits$300,648
Total Fundraising Expense$284,807
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$619,750--$619,750
Current Officers, Directors, Trustees, and Key Employees$85,317$24,376$134,069$243,762
Advertising$37,710$10,774$59,258$107,742
Other Salaries and Wages$12,411$3,546$19,503$35,460
Fees for Services Accounting$10,675$3,050$16,775$30,500
Fees for Services Other$10,264$2,933$16,129$29,326
Occupancy$9,671$2,763$15,198$27,632
Office Expenses$4,606$12,252$7,238$24,096
Payroll Taxes$6,896$1,970$10,837$19,703
Conferences and Meetings$1,841$526$2,893$5,260
Depreciation Depletion-$3,214-$3,214
Insurance$1,103$315$1,733$3,151
Pension Plan Contributions$603$172$948$1,723
Other Expenses$15$2,650$203$203
Total Functional Expenses$1,644,620$68,541$284,807$1,997,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,997,968
Total Expenses per Form 990$1,997,968
Total Expenses per Audited Statements$1,994,068
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-3,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$80,000
Philanthropy OhioColumbus, OH501c3Community Building$40,000
New Albany-plain Local School DistrictNew Albany, OH501c3Enviromnent$26,132
John Glenn Institute for Public Service of OsuColumbus, OH501c3Education$23,913
New Albany-plain Local School DistrictNew Albany, OH501c3Education$23,630
NEW ALBANY CHILDREN'S BALLET THEATRENew Albany, OH501c3Arts$20,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$17,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$15,000
The Center for Family Safety and HealingColumbus, OH501c3Health$15,000
The Center for Family Safety and HealingColumbus, OH501c3Health$15,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Education$12,500
New Albany Arts CouncilNew Albany, OH501c3Arts$12,000
The Foundation for Academic ExcellenceNew Albany, OH501c3Education$10,500
Respire HaitiLafayette, LA501c3Education$10,000
The Remnant Trust IncHagerstown, IN501c3Education$10,000
The Remnant Trust IncHagerstown, IN501c3Education$7,000
Jeanne B Mccoy Community Center for the Arts CorporationNew Albany, OH501c3Arts$6,000
New Albany-plain Local School DistrictNew Albany, OH501c3Enviromnent$5,500
Columbus Association for the Performing ArtsColumbus, OH501c3Arts$4,000
New Albany-plain Local School DistrictNew Albany, OH501c3Enviromnent$3,000
Healthy New AlbanyNew Albany, OH501c3Health$2,700
Columbus Metropolitan LibraryColumbus, OH501c3Education$2,500
The Ohio State UniversityColumbus, OH501c3Health$2,500
Village Coalition Against HungerNew Albany, OH501c3Health$2,500
Village Coalition Against HungerNew Albany, OH501c3Health$2,500
Brown UniversityProvidence, RI501c3Education$2,000
Harvard UniversityCambridge, MA501c3Education$2,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$2,000
Allegheny CollegeMeadville, PA501c3Enviromnent$1,000
Denison UniversityGranville, OH501c3Education$1,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$1,000
Philanthropy OhioColumbus, OH501c3General Philanthropy$525
Juvenile Diabetes Research FoundationNew York, NY501c3Health$500
Millennial Trains ProjectArlington, VA501c3Education$500
New Albany-plain Local School DistrictNew Albany, OH501c3Education$250
Healthy New AlbanyNew Albany, OH501c3Education$100
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Organization Endowment Funds Held for Others$227,718
Governance and Compliance

Governance Checklist

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

“To facilitate the timely filing of this form 990, the return was not reviewed prior to filing by board members. The form 990 will be reviewed by the organization's executive committee and/or full board at the next scheduled board meeting subsequent to this filing.”

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

“The conflict of interest and ethics policy is monitored annually. Members of the board of trustees sign the conflict of interest statement annually.”

Form 990, Part VI, Section B, Line 15A

“The organization's executive director's compensation is reviewed by the independent board. The process includes an analysis of comparable data obtained from sources such as the council on foundations and ohio grantmakers. The board votes on recommendations for compensation adjustments. The columbus foundation assists the organization in its operations including the processing of board approved salary changes. The board discussions and decisions regarding the compensation and adjustments are substantiated in the board meeting minutes. There are no key employees on the board and it does not compensate any board officers.”

Form 990, Part VI, Section C, Line 18

“The organization's forms 1023 and 990 are available upon request. Further, the organization's forms 990 is available on another's website: www.guidestar.org”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, financial statements, and policies available upon written request.”

Filing and Contact Details

Filer

Filer Name
New Albany Community Foundation
EIN
31-1409264
Phone
6149398150
Address
220 MARKET STREET SUITE 205, NEW ALBANY, OH 43054

Signing Officer

Name
J Craig Mohre
Title
President
Phone
6149398150
Signed
2016-11-07

Organization Details

Principal Officer
J Craig Mohre
Formed
1994
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
15

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:

“Increase (decrease) in beneficial interest held by others -233,619.”

Form 990, Section XII, Line 2C

“The finance committee of the new albany community foundation reviews the audit each year and selection of the inedependent accountant. This process remains unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Accordingly, the accompanying financial statements include no provision for income taxes. The foundation has adopted the provisions of the financial accounting standards board (fasb) accounting standards codification (asc) relating to uncertain tax provisions. The foundation does not believe its financial statements include any uncertain tax provisions. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state and local tax authorities for years before 2012.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase (decrease) in beneficial interest in assets held by others -233,619.”

Raw XML AppendixShowing 400 of 882 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0380000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0619750
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0619750
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01989374
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01733
IRS990/InsuranceGrp/ManagementAndGeneralAmt0315
IRS990/InsuranceGrp/ProgramServicesAmt01103
IRS990/InsuranceGrp/TotalAmt03151
IRS990/InvestmentIncomeGrp/ExclusionAmt034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028634
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012549
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09335
IRS990/LandBldgEquipCostOrOtherBssAmt037969
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012243509
IRS990/NetAssetsOrFundBalancesEOYAmt012005196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt015198
IRS990/OccupancyGrp/ManagementAndGeneralAmt02763
IRS990/OccupancyGrp/ProgramServicesAmt09671
IRS990/OccupancyGrp/TotalAmt027632
IRS990/OfficeExpensesGrp/FundraisingAmt07238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012252
IRS990/OfficeExpensesGrp/ProgramServicesAmt04606
IRS990/OfficeExpensesGrp/TotalAmt024096
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011926983
IRS990/OtherAssetsTotalGrp/EOYAmt011841845
IRS990/OtherChangesInNetAssetsAmt0-233619
IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAM EVENTS
IRS990/OtherExpensesGrp/Desc1N.A. TASK FORCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt023
IRS990/OtherExpensesGrp/FundraisingAmt1203
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02650
IRS990/OtherExpensesGrp/ProgramServicesAmt0819040
IRS990/OtherExpensesGrp/ProgramServicesAmt124718
IRS990/OtherExpensesGrp/ProgramServicesAmt215
IRS990/OtherExpensesGrp/TotalAmt0819040
IRS990/OtherExpensesGrp/TotalAmt124718
IRS990/OtherExpensesGrp/TotalAmt22688
IRS990/OtherExpensesGrp/TotalAmt3203
IRS990/OtherLiabilitiesGrp/BOYAmt0233419
IRS990/OtherLiabilitiesGrp/EOYAmt0227718
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019503
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03546
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012411
IRS990/OtherSalariesAndWagesGrp/TotalAmt035460
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010837
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01970
IRS990/PayrollTaxesGrp/ProgramServicesAmt06896
IRS990/PayrollTaxesGrp/TotalAmt019703
IRS990/PensionPlanContributionsGrp/FundraisingAmt0948
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0172
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0603
IRS990/PensionPlanContributionsGrp/TotalAmt01723
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0268793
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0154100
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0196144
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0217664
IRS990/PrincipalOfficerNm0J CRAIG MOHRE
IRS990/PriorPeriodAdjustmentsAmt03900
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REMARKABLE EVENING PRO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061800
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0240833
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0122893
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES SUCH AS THE LIBRARY BOOK COLLECTION, THE JEANNE B. MCCOY COMMUNITY CENTER FOR THE ARTS AND A MYRIAD OF OTHER ENRICHING PROGRAMS. LAST FALL, MORE THAN 400 GUESTS ATTENDED THIS EVENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0430100
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt061800
IRS990/ProgSrvcAccomActyOtherGrp/Desc0HEALTH
IRS990/ProgSrvcAccomActyOtherGrp/Desc1COMMUNITY BUILDING
IRS990/ProgSrvcAccomActyOtherGrp/Desc2ENVIRONMENT
IRS990/ProgSrvcAccomActyOtherGrp/Desc3GENERAL PHILANTHROPY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt079760
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt178388
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt269827
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt31029
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt040700
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt140000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt235632
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt3525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02247415
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0740317
IRS990/PYInvestmentIncomeAmt030
IRS990/PYOtherExpensesAmt01636826
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt068100
IRS990/PYRevenuesLessExpensesAmt0-322888
IRS990/PYSalariesCompEmpBnftPaidAmt0261290
IRS990/PYTotalExpensesAmt02638433
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02315545
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-8594
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01927540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02247415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03804100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03022775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01304205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012306035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0173
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04713
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0309500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79660
IRS990ScheduleA/PublicSupportPY170Pct00.82730
IRS990ScheduleA/PublicSupportTotal170Amt09806861
IRS990ScheduleA/SubstantialContributorsTotAmt02499174
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01927540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02247415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03804100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03022775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01304205
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012306035
IRS990ScheduleA/TotalSupportAmt012310748
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09707
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09707
IRS990ScheduleD/ExpensesNotReportedAmt0-3900
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01997968
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt011841845
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENFICIAL INTEREST IN ASSETS HELD BY OTHERS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09335
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018927
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0227718
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt0-233619
IRS990ScheduleD/PriorYearAdjustmentsAmt0-3900
IRS990ScheduleD/RevenueNotReportedAmt0-233619
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01989374
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS -233,619.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09335
IRS990ScheduleD/TotalBookValueOtherAssetsAmt011841845
IRS990ScheduleD/TotalExpensesPerForm990Amt01997968
IRS990ScheduleD/TotalLiabilityAmt0227718
IRS990ScheduleD/TotalRevenuePerForm990Amt01989374
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01755755

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,265,880
Liabilities
$260,684
Net assets
$12,005,196
Revenue
$1,989,374
Expenses
$1,997,968
Net income
-$8,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Summary only. Only limited summary data is available for this year.$19.9$1.26$18.6$7.91$8.47$0.55
2021Summary only. Only limited summary data is available for this year.$22.8$1.67$21.2$12.0$11.7$0.34
2020Summary only. Only limited summary data is available for this year.$18.7$0.30$18.4$3.73$2.87$0.86
2019Summary only. Only limited summary data is available for this year.$17.2$0.34$16.9$3.75$2.43$1.33
2018Summary only. Only limited summary data is available for this year.$15.1$0.28$14.8$2.68$1.93$0.75
2017Summary only. Only limited summary data is available for this year.$13.6$0.32$13.3$2.11$1.93$0.17
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.26$12.0$1.99$2.00$0.01
2015Summary only. Only limited summary data is available for this year.$12.5$0.30$12.2$2.32$2.64$0.32
2014Summary only. Only limited summary data is available for this year.$12.7$0.25$12.4$3.87$3.09$0.78
2013Summary only. Only limited summary data is available for this year.$10.7$0.26$10.4$2.05
2011Summary only. Only limited summary data is available for this year.$9.00$0.22$8.78$0.68