Civic Intelligence

The New Albany Community Foundation

990 • Fiscal year 2017 • EIN 31-1409264

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileNEWALBANYFOUNDATION.ORG
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

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.15x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

65th percentile

8.2%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$249,245

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.9%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,607,505

Up $1,064,340 (+8.5%) from 2015

Net Assets

Up

$13,291,689

Up $1,048,180 (+8.6%) from 2015

Liabilities

Up

$315,816

Up $16,160 (+5.4%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin65th percentile

Revenue

Down

$2,105,797

Down $209,748 (-9.1%) from 2015

Expenses

Down

$1,934,172

Down $704,261 (-27%) from 2015

Net Income

Up

$171,625

Up $494,513 (+153%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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 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

2017

Assets$13,607,505
Liabilities$315,816
Net Assets$13,291,689
Open 2017 Filing

Operations Trend

Revenue Growth53rd 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 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

2017

Revenue$2,105,797
Expenses$1,934,172
Net Income$171,625
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$2,105,797
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$217,664$190,109▼ $27,555
Savings and Temporary Cash Investments$42,936$77,948▲ $35,012
Pledges and Grants Receivable$154,100$72,000▼ $82,100
Land, Buildings, and Equipment, Net$9,335$6,510▼ $2,825
Total Assets$12,265,880$13,607,505▲ $1,341,625
Other Assets Total$11,841,845$13,260,938▲ $1,419,093
Liabilities
Other Liabilities$227,718$258,831▲ $31,113
Grants Payable-$52,500-
Accounts Payable and Accrued Expenses$32,966$4,485▼ $28,481
Total Liabilities$260,684$315,816▲ $55,132
Net Assets / Fund Balance
Unrestricted Net Assets$11,523,596$12,996,979▲ $1,473,383
Temporarily Rstr Net Assets$481,600$294,710▼ $186,890
Total Net Assets Fund Balance$12,005,196$13,291,689▲ $1,286,493
Total Liabilities and Net Assets / Fund Balance$12,265,880$13,607,505▲ $1,341,625

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,510$21,752$28,262
Equipment$0$9,707$9,707
Other Assets Org$13,260,938--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Craig MohrePresidentFT$153,080$96,165$249,245

Board Members and Trustees

NameTitle
Keith BerendChair
Stuart BurgdoerferVice Chair
Charles TurneyTrustee
Charlotte KesslerTrustee
Dennis WelchTrustee
Donna AkinsTrustee
Everett GallagherTrustee
Jeff RodekTrustee
Lece LohrTrustee
Michael MarxTrustee
Patti SteinourTrustee
Phil Heit PhdTrustee
Lynne SmithSecretary
Irving DennisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,993,528
Program Service Revenue
$112,200
Investment Income
$69
Other Revenue
$0
All Other Contributions
$1,993,528
Change in Net Assets
$171,625

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,105,797
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,106,453
Total Revenue per Audited Statements
$3,212,250
Total Revenue per Form 990
$2,105,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,000,724
Grants and Similar Amounts Paid$621,993
Salaries, Compensation, and Employee Benefits$311,455
Total Fundraising Expense$287,562
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$621,993--$621,993
Current Officers, Directors, Trustees, and Key Employees$89,587$25,596$140,779$255,962
Advertising$34,616$9,890$54,396$98,902
Other Salaries and Wages$12,804$3,658$20,121$36,583
Fees for Services Accounting$10,850$3,100$17,050$31,000
Occupancy$9,387$2,682$14,752$26,821
Office Expenses$5,738$7,816$9,017$22,571
Fees for Services Other$6,317$1,805$9,928$18,050
Payroll Taxes$6,134$1,752$9,638$17,524
Insurance$3,964$1,133$6,229$11,326
Conferences and Meetings$2,536$725$3,985$7,246
Depreciation Depletion-$2,825-$2,825
Pension Plan Contributions$485$139$762$1,386
Fees for Services Legal$193$55$303$551
Other Expenses$1,094$3,797$150$150
Total Functional Expenses$1,581,637$64,973$287,562$1,934,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,934,172
Total Expenses per Form 990$1,934,172
Total Expenses per Audited Statements$1,925,757
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-8,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$80,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$80,000
Educational Service CenterColumbus, OH501c3Education$40,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$33,500
New Albany Plain TownshipNew Albany, OH501c3Health$32,500
New Albany-plain Local School DistrictNew Albany, OH501c3Education$24,000
Canine Companions for IndependenceDelaware, OH501c3Health$20,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$20,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Education$20,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$20,000
Educational Service CenterColumbus, OH501c3Education$15,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$13,700
New Albany Symphony OrchestraNew Albany, OH501c3Arts$10,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$10,000
Jeanne B Mccoy CommunityNew Albany, OH501c3Arts$8,500
Make-a-wishColumbus, OH501c3Health$8,000
Healthy New AlbanyNew Albany, OH501c3Education$5,000
New Albany Plain TownshipNew Albany, OH501c3Historical Preservation$3,000
Healthy New AlbanyNew Albany, OH501c3Health$2,855
Columbus Metropolitan LibraryColumbus, OH501c3Education$2,500
Junior Achievement of Central OhioColumbus, OH501c3Education$2,500
New Albany Symphony OrchestraNew Albany, OH501c3Arts$2,500
Depauw UniversityGreencastle, IN501c3Education$2,000
University of CincinnatiCincinnati, OH501c3Education$2,000
Philanthropy OhioColumbus, OH501c3General$1,938
Junior Achievement of Central OhioColumbus, OH501c3Education$1,000
Junior Achievement of Central OhioColumbus, OH501c3Education$1,000
Junior Achievement of Central OhioColumbus, OH501c3Education$500
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$258,831
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 11B

“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
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Craig Mohre
Formed
1994
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
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 1,106,453.”

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Increase (decrease) in beneficial interest in assets held by others 1,106,453.”

Raw XML AppendixShowing 400 of 827 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/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
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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.
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IRS990/OfficeExpensesGrp/FundraisingAmt09017
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IRS990/OfficeExpensesGrp/TotalAmt022571
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011841845
IRS990/OtherAssetsTotalGrp/EOYAmt013260938
IRS990/OtherChangesInNetAssetsAmt01106453
IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAM EVENTS
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IRS990/OtherExpensesGrp/Desc2N.A. TASK FORCE
IRS990/OtherExpensesGrp/Desc3OTHER
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IRS990/OtherExpensesGrp/FundraisingAmt1150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03797
IRS990/OtherExpensesGrp/ProgramServicesAmt0775650
IRS990/OtherExpensesGrp/ProgramServicesAmt1289
IRS990/OtherExpensesGrp/ProgramServicesAmt21094
IRS990/OtherExpensesGrp/TotalAmt0775650
IRS990/OtherExpensesGrp/TotalAmt14538
IRS990/OtherExpensesGrp/TotalAmt21094
IRS990/OtherExpensesGrp/TotalAmt3150
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IRS990/OtherLiabilitiesGrp/EOYAmt0258831
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020121
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03658
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012804
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09638
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01752
IRS990/PayrollTaxesGrp/ProgramServicesAmt06134
IRS990/PayrollTaxesGrp/TotalAmt017524
IRS990/PensionPlanContributionsGrp/FundraisingAmt0762
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0139
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0485
IRS990/PensionPlanContributionsGrp/TotalAmt01386
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt072000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0217664
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0190109
IRS990/PrincipalOfficerNm0J CRAIG MOHRE
IRS990/PriorPeriodAdjustmentsAmt08415
IRS990/ProfessionalFundraisingInd00
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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.THE NEW ALBANY COMMUNITY FOUNDATION'S JEFFERSON SERIES HAS EMERGED AS ONE OF THE MOST RESPECTED LECTURE SERIES IN AMERICA. THE JEFFERSON SERIES ROUTINELY BRINGS SOME OF THE COUNTRY'S MOST COMPELLING THOUGHT LEADERS TO CENTRAL OHIO. THESE SPEAKERS HAVE INTERACTED WITH OVER 10,000 AREA HIGH SCHOOL STUDENTS, AS WELL AS RESIDENTS, BUSINESS AND COMMUNITY LEADERS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0112200
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GENERAL
IRS990/ProgSrvcAccomActyOtherGrp/Desc1HEALTH
IRS990/ProgSrvcAccomActyOtherGrp/Desc2HISTORICAL PRESERVATION
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1130694
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt25736
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt168355
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0619750
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IRS990/PYOtherExpensesAmt01077570
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt061800
IRS990/PYRevenuesLessExpensesAmt0-8594
IRS990/PYSalariesCompEmpBnftPaidAmt0300648
IRS990/PYTotalExpensesAmt01997968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01989374
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0171625
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042936
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077948
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IRS990ScheduleA/PublicSupportCY170Pct00.80140
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01993528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01927540
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03022775
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012995358
IRS990ScheduleA/TotalSupportAmt012999967
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0258831

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,607,505
Liabilities
$315,816
Net assets
$13,291,689
Revenue
$2,105,797
Expenses
$1,934,172
Net income
$171,625
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
2017Detailed filing. Detailed filing data is available for this year.$13.6$0.32$13.3$2.11$1.93$0.17
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