Civic Intelligence

The New Albany Community Foundation

990 • Fiscal year 2018 • EIN 31-1409264

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

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

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.10x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$185,117

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$15,083,703

Up $1,476,198 (+11%) from 2017

Net Assets

Up

$14,804,430

Up $1,512,741 (+11%) from 2017

Liabilities

Down

$279,273

Down $36,543 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin82nd percentile

Revenue

Up

$2,679,779

Up $573,982 (+27%) from 2017

Expenses

Down

$1,932,916

Down $1,256 (-0.1%) from 2017

Net Income

Up

$746,863

Up $575,238 (+335%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2018

Assets$15,083,703
Liabilities$279,273
Net Assets$14,804,430
Open 2018 Filing

Operations Trend

Revenue Growth82nd 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

2018

Revenue$2,679,779
Expenses$1,932,916
Net Income$746,863
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$2,779,871
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$190,109$362,025▲ $171,916
Pledges and Grants Receivable$72,000$0▼ $72,000
Savings and Temporary Cash Investments$77,948$34,183▼ $43,765
Land, Buildings, and Equipment, Net$6,510$4,000▼ $2,510
Total Assets$13,607,505$15,083,703▲ $1,476,198
Other Assets Total$13,260,938$14,683,495▲ $1,422,557
Liabilities
Other Liabilities$258,831$277,308▲ $18,477
Grants Payable$52,500$0▼ $52,500
Accounts Payable and Accrued Expenses$4,485$1,965▼ $2,520
Total Liabilities$315,816$279,273▼ $36,543
Net Assets / Fund Balance
Unrestricted Net Assets$12,996,979$14,520,110▲ $1,523,131
Temporarily Rstr Net Assets$294,710$284,320▼ $10,390
Total Net Assets Fund Balance$13,291,689$14,804,430▲ $1,512,741
Total Liabilities and Net Assets / Fund Balance$13,607,505$15,083,703▲ $1,476,198

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,000$24,262$28,262
Equipment$0$9,707$9,707
Other Assets Org$14,683,495--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Craig MohrePresidentFT$92,542$92,575$185,117

Board Members and Trustees

NameTitle
Keith BerendChair
Jeff RodekVice Chair
Charlotte KesslerTrustee
Dennis WelchTrustee
Donna AkinsTrustee
Kenneth J KrebsTrustee
Lece LohrTrustee
Michael MarxTrustee
Patti SteinourTrustee
Phil Heit PhdTrustee
Lynne SmithSecretary
Everett GallagherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,550,795
Program Service Revenue
$128,470
Investment Income
$514
Other Revenue
$0
All Other Contributions
$2,550,795
Change in Net Assets
$746,863

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 AmountValuation Method
Securities Publicly Traded1$100,092Average High and Low
Total Noncash Contributions1$100,092-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,679,779
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$757,878
Total Revenue per Audited Statements
$3,437,657
Total Revenue per Form 990
$2,679,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,144,754
Grants and Similar Amounts Paid$483,026
Salaries, Compensation, and Employee Benefits$305,136
Total Fundraising Expense$291,637
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$483,026--$483,026
Current Officers, Directors, Trustees, and Key Employees$85,120$24,320$133,761$243,201
Advertising$40,588$11,597$63,782$115,967
Other Salaries and Wages$13,401$3,829$21,058$38,288
Fees for Services Accounting$10,850$3,100$17,050$31,000
Office Expenses$5,970$14,420$9,381$29,771
Occupancy$9,763$2,789$15,342$27,894
Payroll Taxes$7,741$2,211$12,164$22,116
Insurance$3,028$865$4,759$8,652
Fees for Services Other$2,524$721$3,967$7,212
Conferences and Meetings$2,312$661$3,634$6,607
Depreciation Depletion-$2,510-$2,510
Pension Plan Contributions$536$153$842$1,531
Other Expenses$251$880$394$1,525
Total Functional Expenses$1,572,222$69,057$291,637$1,932,916

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,932,916
Total Expenses per Form 990$1,932,916
Total Expenses per Audited Statements$1,924,916
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-8,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jeanne B Mccoy Community CenterNew Albany, OH501c3Arts$67,500
Jeanne B Mccoy Community CenterNew Albany, OH501c3Arts$67,500
Jeanne B Mccoy Community CenterNew Albany, OH501c3Arts$67,500
Jeanne B Mccoy Community CenterNew Albany, OH501c3Arts$67,500
New Albany-plain Local School DistrictNew Albany, OH501c3Education$27,620
New Albany-plain Local School DistrictNew Albany, OH501c3Education$27,620
The Miracle League of New AlbanyNew Albany, OH501c3Health$25,000
Educational Service CenterColumbus, OH501c3Education$15,000
New Albany-plain Local School DistrictNew Albany, OH501c3Education$15,000
Center for Family Safety and HealingColumbus, OH501c3Health$12,712
Healthy New AlbanyNew Albany, OH501c3Health$12,500
New Albany Arts CouncilNew Albany, OH501c3Arts$10,000
New Albany Symphony OrchestraNew Albany, OH501c3Arts$10,000
New Albany-plain Local School DistrictNew Albany, OH501c3Health$9,800
Healthy New AlbanyNew Albany, OH501c3Health$5,000
NEW ALBANY CHILDREN'S BALLET THEATRENew Albany, OH501c3Arts$5,000
New Albany-plain Local School DistrictNew Albany, OH501c3Health$5,000
Village Coalition Against HungerNew Albany, OH501c3Health$5,000
New Albany-plain Local School DistrictNew Albany, OH501c3Health$4,095
Lifetown Columbus Co Osu ChabadNew Albany, OH501c3Education$3,200
New Albany Plain Township Historical SocietyNew Albany, OH501c3Education$3,000
Columbus Metropolitan LibraryColumbus, OH501c3Education$2,500
Form5 Prosthetics IncNew Albany, OH501c3Health$2,500
The Columbus Jewish Day SchoolNew Albany, OH501c3Environment$2,500
The Ohio State UniversityColumbus, OH501c3Education$2,000
The Ohio State UniversityColumbus, OH501c3Education$2,000
Village of New AlbanyNew Albany, OH501c3Health$1,500
New Albany Symphony OrchestraNew Albany, OH501c3Arts$1,000
Tedx New AlbanyNew Albany, OH501c3Education$1,000
Philanthropy OhioColumbus, OH501c3General$929
New Albany Chamber of CommerceNew Albany, OH501c3Education$800
New Albany Symphony OrchestraNew Albany, OH501c3Arts$500
Village of New AlbanyNew Albany, OH501c3Health$250
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$277,308
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
2018-11-02
Discuss with paid preparer
Yes

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 757,878.”

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 757,878.”

Raw XML AppendixShowing 400 of 838 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/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0118
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0296500
IRS990/GrantsPayableGrp/BOYAmt052500
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0483026
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0483026
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0100210
IRS990/GrossReceiptsAmt02779871
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt04759
IRS990/InsuranceGrp/ManagementAndGeneralAmt0865
IRS990/InsuranceGrp/ProgramServicesAmt03028
IRS990/InsuranceGrp/TotalAmt08652
IRS990/InvestmentIncomeGrp/ExclusionAmt0396
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0396
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033969
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06510
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04000
IRS990/LandBldgEquipCostOrOtherBssAmt037969
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0100092
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/NetAssetsOrFundBalancesBOYAmt013291689
IRS990/NetAssetsOrFundBalancesEOYAmt014804430
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0118
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0118
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0100092
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt015342
IRS990/OccupancyGrp/ManagementAndGeneralAmt02789
IRS990/OccupancyGrp/ProgramServicesAmt09763
IRS990/OccupancyGrp/TotalAmt027894
IRS990/OfficeExpensesGrp/FundraisingAmt09381
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014420
IRS990/OfficeExpensesGrp/ProgramServicesAmt05970
IRS990/OfficeExpensesGrp/TotalAmt029771
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013260938
IRS990/OtherAssetsTotalGrp/EOYAmt014683495
IRS990/OtherChangesInNetAssetsAmt0757878
IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAM EVENTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05503
IRS990/OtherExpensesGrp/FundraisingAmt1394
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01001
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1880
IRS990/OtherExpensesGrp/ProgramServicesAmt0907112
IRS990/OtherExpensesGrp/ProgramServicesAmt1251
IRS990/OtherExpensesGrp/TotalAmt0913616
IRS990/OtherExpensesGrp/TotalAmt11525
IRS990/OtherLiabilitiesGrp/BOYAmt0258831
IRS990/OtherLiabilitiesGrp/EOYAmt0277308
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021058
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03829
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013401
IRS990/OtherSalariesAndWagesGrp/TotalAmt038288
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012164
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02211
IRS990/PayrollTaxesGrp/ProgramServicesAmt07741
IRS990/PayrollTaxesGrp/TotalAmt022116
IRS990/PensionPlanContributionsGrp/FundraisingAmt0842
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0153
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0536
IRS990/PensionPlanContributionsGrp/TotalAmt01531
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0190109
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0362025
IRS990/PrincipalOfficerNm0J CRAIG MOHRE
IRS990/PriorPeriodAdjustmentsAmt08000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0REMARKABLE EVENING PRO
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0128470
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0128470
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0258913
IRS990/ProgSrvcAccomActy2Grp/GrantAmt099740
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0318346
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0128470
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENVIRONMENT
IRS990/ProgSrvcAccomActyOtherGrp/Desc1GENERAL
IRS990/ProgSrvcAccomActyOtherGrp/Desc2HEALTH
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06490
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12410
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2216385
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt02500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1929
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt283357
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01993528
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0621993
IRS990/PYInvestmentIncomeAmt069
IRS990/PYOtherExpensesAmt01000724
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0112200
IRS990/PYRevenuesLessExpensesAmt0171625
IRS990/PYSalariesCompEmpBnftPaidAmt0311455
IRS990/PYTotalExpensesAmt01934172
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02105797
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0746863
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077948
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02550795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01993528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01927540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02247415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03804100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012523378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0556
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0432370
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82850
IRS990ScheduleA/PublicSupportPY170Pct00.80140
IRS990ScheduleA/PublicSupportTotal170Amt010375485
IRS990ScheduleA/SubstantialContributorsTotAmt02147893
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02550795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01993528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01927540
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02247415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03804100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012523378
IRS990ScheduleA/TotalSupportAmt012523934
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09707
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09707
IRS990ScheduleD/ExpensesNotReportedAmt0-8000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01932916
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014683495
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENFICIAL INTEREST IN ASSETS HELD BY OTHERS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024262
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028262
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0277308
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt0757878
IRS990ScheduleD/PriorYearAdjustmentsAmt0-8000
IRS990ScheduleD/RevenueNotReportedAmt0757878
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02679779
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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 757,878.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt014683495
IRS990ScheduleD/TotalExpensesPerForm990Amt01932916
IRS990ScheduleD/TotalLiabilityAmt0277308
IRS990ScheduleD/TotalRevenuePerForm990Amt02679779
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03437657
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01924916
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012712
IRS990ScheduleI/RecipientTable/CashGrantAmt12500
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt32500
IRS990ScheduleI/RecipientTable/CashGrantAmt45000

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,083,703
Liabilities
$279,273
Net assets
$14,804,430
Revenue
$2,679,779
Expenses
$1,932,916
Net income
$746,863
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
2018Detailed filing. Detailed filing 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
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