Civic Intelligence

The Community Foundation of West Chester/Liberty

990 • Fiscal year 2013 • EIN 31-1661966

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

5641 Union Centre Drive45069

(513) 874-5450

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

17th percentile

$52,839

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

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

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$11,237,543

Up $2,063,956 (+22%) from 2012

Net Assets

Up

$11,237,543

Up $2,063,956 (+22%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$2,692,827

No earlier filing loaded for comparison.

Expenses

Up

$1,125,464

Up $253,688 (+29%) from 2012

Net Income

$1,567,363

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $6,554,212Liabilities 2010: $0Net Assets 2010: $6,554,2122010Assets 2011: $7,120,505Liabilities 2011: $0Net Assets 2011: $7,120,5052011Assets 2012: $9,173,587Liabilities 2012: $0Net Assets 2012: $9,173,5872012Assets 2013: $11,237,543Liabilities 2013: $0Net Assets 2013: $11,237,5432013Assets 2014: $12,274,925Liabilities 2014: $0Net Assets 2014: $12,274,9252014Assets 2015: $13,544,905Liabilities 2015: $0Net Assets 2015: $13,544,9052015Assets 2016: $14,754,258Liabilities 2016: $0Net Assets 2016: $14,754,2582016Assets 2017: $14,544,281Liabilities 2017: $0Net Assets 2017: $14,544,2812017Assets 2018: $14,641,669Liabilities 2018: $0Net Assets 2018: $14,641,6692018Assets 2019: $17,748,016Liabilities 2019: $0Net Assets 2019: $17,748,0162019Assets 2020: $21,107,094Liabilities 2020: $0Net Assets 2020: $21,107,0942020Assets 2021: $25,114,822Liabilities 2021: $0Net Assets 2021: $25,114,8222021Assets 2022: $21,388,644Liabilities 2022: $0Net Assets 2022: $21,388,6442022Assets 2023: $24,900,377Liabilities 2023: $0Net Assets 2023: $24,900,3772023Assets 2024: $33,769,376Liabilities 2024: $0Net Assets 2024: $33,769,3762024

Highlighted filing

2013

Assets$11,237,543
Liabilities$0
Net Assets$11,237,543

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $821,5402010Expenses 2011: $774,8922011Expenses 2012: $871,7762012Revenue 2013: $2,692,827Expenses 2013: $1,125,464Net Income 2013: $1,567,3632013Revenue 2014: $3,378,760Expenses 2014: $2,125,190Net Income 2014: $1,253,5702014Revenue 2015: $4,182,209Expenses 2015: $2,546,723Net Income 2015: $1,635,4862015Revenue 2016: $3,666,880Expenses 2016: $2,914,210Net Income 2016: $752,6702016Revenue 2017: $4,109,628Expenses 2017: $5,509,447Net Income 2017: -$1,399,8192017Revenue 2018: $3,276,000Expenses 2018: $1,664,567Net Income 2018: $1,611,4332018Revenue 2019: $3,188,663Expenses 2019: $1,665,900Net Income 2019: $1,522,7632019Revenue 2020: $4,792,831Expenses 2020: $2,197,170Net Income 2020: $2,595,6612020Revenue 2021: $6,044,132Expenses 2021: $3,127,898Net Income 2021: $2,916,2342021Revenue 2022: $1,879,258Expenses 2022: $2,245,297Net Income 2022: -$366,0392022Revenue 2023: $3,431,511Expenses 2023: $2,072,078Net Income 2023: $1,359,4332023Revenue 2024: $10,733,417Expenses 2024: $2,986,820Net Income 2024: $7,746,5972024

Highlighted filing

2013

Revenue$2,692,827
Expenses$1,125,464
Net Income$1,567,363
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.0
Gross Receipts
$6,519,306
Mission and Program Overview

Mission

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create a more vibrant community in west chester & liberty township.

The community foundation mission is to encourage, support and facilitate philanthropy and improve the quality of life in the west chester/liberty area of ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,515,791$10,687,572▲ $2,171,781
Savings and Temporary Cash Investments$345,463$276,990▼ $68,473
Pledges and Grants Receivable$312,333$271,464▼ $40,869
Land, Buildings, and Equipment, Net$0$1,517▲ $1,517
Total Assets$9,173,587$11,237,543▲ $2,063,956
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,980,353$10,966,079▲ $6,985,726
Permanently Rstr Net Assets$3,109,709$0▼ $3,109,709
Temporarily Rstr Net Assets$2,083,525$271,464▼ $1,812,061
Total Net Assets Fund Balance$9,173,587$11,237,543▲ $2,063,956
Total Liabilities and Net Assets / Fund Balance$9,173,587$11,237,543▲ $2,063,956

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,517$31,062$32,579

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$8,515,791$1,879,119▲ $895,672$4,755$10,687,572
2012$6,365,760$2,185,604▲ $610,860$114,800$8,410,050
2011$5,956,719$1,193,650▼ $33,353$112,740$6,365,760
2010$5,229,714$779,027▲ $566,513$199,114$5,956,719
2009$4,225,761$873,793▲ $791,558$113,956$5,229,714
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy FisterVice President of FinanceFT$51,300$1,539$52,839
Revenue and Support

Revenue Composition

Contributions and Grants
$1,879,119
Program Service Revenue
$0
Investment Income
$458,836
Other Revenue
$354,872
All Other Contributions
$1,879,119
Change in Net Assets
$1,567,363

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 Traded11$256,887Cost or Selling Price
Total Noncash Contributions11$256,887-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,633,070
Revenue Not Reported on Financial Statements
$59,757
Revenue Not Reported on Form 990
$496,593
Other Revenue Adjustments
$59,757
Total Revenue per Audited Statements
$3,129,663
Total Revenue per Form 990
$2,692,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$522,180
Other Expenses$412,274
Total Fundraising Expense$275,936
Salaries, Compensation, and Employee Benefits$191,010
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$413,633--$413,633
Other Salaries and Wages$48,365$42,079$30,468$120,912
Grants to Domestic Individuals$108,547--$108,547
Fees for Service Investment Mgmnt Fees-$59,757-$59,757
Current Officers, Directors, Trustees, and Key Employees$30,780$22,101-$52,881
Occupancy$40,772$5,097$5,096$50,965
Office Expenses$1,562$12,922$2,604$17,088
Payroll Taxes$6,640$5,252$2,556$14,448
Advertising--$14,442$14,442
Conferences and Meetings$12,766--$12,766
Fees for Services Accounting-$12,300-$12,300
Information Technology-$10,260-$10,260
Insurance$864$576$1,440$2,880
Pension Plan Contributions$1,999-$770$2,769
Other Expenses$197$1,500$218,560$1,697
Depreciation Depletion-$233-$233
Travel$160--$160
Total Functional Expenses$677,451$172,077$275,936$1,125,464

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,125,464
Expenses per Audited Statements$1,065,707
Total Expenses per Audited Statements$1,065,707
Expenses Not Reported on Financial Statements$59,757
Other Expense Adjustments$59,757
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-0896555-501(c)(3)Cincinnati Cancer Center - Lung Cancer Program and Pancreatic Cancer Research$32,500
31-1661966-501(c)(3)87 Campers for 1 Week of Day Camp and to Send 57 Campers to 1 Week of Summer Camp$28,170
31-1661966-501(c)(3)Operating Support$24,250
31-1356940-501(c)(3)Operating Support$22,235
31-1661966-501(c)(3)Operating Support$21,464
31-6000897-501(c)(3)Athletic Scholarships for 2012-2013 School Year and Team Support$18,050
31-6010106-501(c)(3)Summer Concert Series and Pumpkin Festival Activities$12,875
77-0675357-501(c)(3)Operating Support$10,500
31-0624667-501(c)(3)MOELLER CLASS OF '77 SCHOLARSHIP FUND HELD AT MOELLER HS$10,437
31-0536663-501(c)(3)Operating Support - Recipient From Forekids Golf$10,000
31-1661966-501(c)(3)To Purchase Backpacks and School Supplies$9,873
20-8638204-501(c)(3)To Purchase I-pads for the Teachers$8,300
31-1348100-501(c)(3)Typhoon Haiyan/us Tornado Relief and Operation Support$7,250
31-0538555-501(c)(3)Support of Various Funds, Scholarships and Event$6,750
31-1440073-501(c)(3)General Support$6,500
34-4471442-501(c)(3)To Support Programming at Junior Achievement$6,500
31-0926233-501(c)(3)Animal Education Therapy Program$6,000
26-1438129-501(c)(3)Edge Teen Center Community Service Program 2013-$5,250
45-2712469-501(c)(3)Occupational Therapy Kits & Sensory Room Equipment$5,250
27-4014550-501(c)(3)Kids Get Arthritis Too Program$5,000
31-0805286-501(c)(3)Creation of the Linda Marie Degenhart Childcare Fund$5,000
31-1442447-501(c)(3)Operating Support$5,000
31-1413861-501(c)(3)Enhancement of Volunteer Programing$5,000
46-2547157-501(c)(3)General Donation$5,000
75-2599602-501(c)(3)To Support Ministry Operations$5,000
31-0965333-501(c)(3)Operating Support$5,000
31-1445223-501(c)(3)JOBS NOW! PROGRAM$5,000
31-1445223-501(c)(3)To Build Bocce Ball Courts$5,000
46-2265918-501(c)(3)Operating Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$488,058
Fundraising Direct Expenses$133,186
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$212,275$212,275$30,886$181,389
Event 2$116,070$116,070$5,854$110,216
Total Events$488,058$488,058$133,186$354,872
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 A, Line 2

The foundation leases office space from alderson properties owned by board president's family.

Form 990, Part VI, Section B, Line 11

Form 990 is presented to the board of directors for review and approval prior to the form being filed with the irs.

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

The foundation requires board memebers to annually sign a conflict of interest statement and to report any conflicts of interest that arise during the year. Board members with a conflict of interest arising during the year report the conflict and obstain from discusssions and votes concerning the conflict of interest.

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

The board performs an annual review for employees which includes a salary evaluation. When setting compensation, the board reviews available industry information and surveys not-for-profit agencies similar in size and operation in south western ohio.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents are available upon request. The 990, financial statements and foundation policies are available upon request and are also posted to the foundation's website.

Filing and Contact Details

Filer

EIN
31-1661966
Phone
5138745450

Signing Officer

Name
Patti Alderson
Title
President/CEO
Phone
5138745450
Signed
2014-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Alderson
Formed
1999
Legal Domicile
Oh
Voting Board Members
25
Independent Board Members
24
Employees
4
Volunteers
50

Preparer

Preparer
Cathy Browning CPA
Phone
9372260070
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

The foundation has an audit committee that assumes responsibility for oversight of the audit and selection of the independent auditor.

Financial Statement Notes

PART V, LINE 4:

The foundation agrees, through its fund agreements, to fulfill the direction and purpose of the donor. However, the foundation maintains variance power and reserves the right at its discretion to modify the distribution of fund investments, if it becomes necessary. The foundation as a result of its ability to distribute any or all of the funds, reclassified all funds to unrestricted.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment fee: investment income shown net on financial statements

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment fee: investment income shown net on financial statements

990 Schedule D Part X, Line 2

The foundation evaluates tax positions taken or expected to be taken in income tax returns filed by the foundation to determine whether a liability for uncertain tax positions exist and whether a liability for such uncertain positions should be recognized. The foundation is exempt from income taxes and management believes the foundations has not engaged in any activities that would disqualify them from tax-exempt status. The foundation's tax filings are subject to audit by various taxing authorities. The years of filings open to these authorities and available for audit are the years ending december 31, 2013, 2011 and 2012. The foundation's policy with regard to interest and penalty, if incurred, is to recognize interest through interest expense and penalties through other expenses. In evaluating the foundation's tax provision and tax exempt status, interpretations and tax planning strategies were considered. Management believes the foundation does not have income from activities subject to unrelated business income rules. The foundations believes their estimates are appropriate based on the current facts and circumstances.

Raw XML AppendixShowing 400 of 922 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE COMMUNITY FOUNDATION MISSION IS TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO.
IRS990/AdvertisingGrp/FundraisingAmt014442
IRS990/AdvertisingGrp/TotalAmt014442
IRS990/AllOtherContributionsAmt01879119
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10NANCY FISTER
IRS990/BooksInCareOfDetail/PhoneNum05138745450
IRS990/BooksInCareOfDetail/USAddress/AddressLine105641 UNION CENTRE DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0WEST CHESTER
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode045069
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022101
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt030780
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt052881
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012766
IRS990/ConferencesMeetingsGrp/TotalAmt012766
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01879119
IRS990/CYGrantsAndSimilarPaidAmt0522180
IRS990/CYInvestmentIncomeAmt0458836
IRS990/CYOtherExpensesAmt0412274
IRS990/CYOtherRevenueAmt0354872
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01567363
IRS990/CYSalariesCompEmpBnftPaidAmt0191010
IRS990/CYTotalExpensesAmt01125464
IRS990/CYTotalFundraisingExpenseAmt0275936
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02692827
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0233
IRS990/DepreciationDepletionGrp/TotalAmt0233
IRS990/Desc0SUPPLY GRANTS TO INDIVIDUALS AND ORGANIZATIONS IN THE WEST CHESTER/LIBERTY AREAS TO PROMOTE COMMUNITY SUPPORT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0677451
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012300
IRS990/FeesForServicesAccountingGrp/TotalAmt012300
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt059757
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt059757
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt251539
IRS990/Form990PartVIISectionAGrp/PersonNm0PATTI ALDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN THEDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2SUSAN MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH BOEHNER
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLY BRAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm6SANDY BRUESHABER
IRS990/Form990PartVIISectionAGrp/PersonNm7KAREN CARNAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm9HELEN FANZ-LEVAY
IRS990/Form990PartVIISectionAGrp/PersonNm10BOB HUTSENPILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11GAIL JACKSON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm12TIM KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm13KEITH KLINE
IRS990/Form990PartVIISectionAGrp/PersonNm14JANELLE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm15IAN MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm16KAREN ROLCIK
IRS990/Form990PartVIISectionAGrp/PersonNm17LOREN SCHRAMM
IRS990/Form990PartVIISectionAGrp/PersonNm18BILL SCHUMACKER
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN SHAFFNER
IRS990/Form990PartVIISectionAGrp/PersonNm20GREG STAMP
IRS990/Form990PartVIISectionAGrp/PersonNm21JULIE WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm22LINDSAY WISEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm23DAN ZIEVERINK
IRS990/Form990PartVIISectionAGrp/PersonNm24TOM DASKALAKIS
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY FISTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2551300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE PRESIDENT OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt0133186
IRS990/FundraisingGrossIncomeAmt0488058
IRS990/GainOrLossGrp/SecuritiesAmt0262933
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt0522180
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0108547
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0108547
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0413633
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0413633
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03956226
IRS990/GrossReceiptsAmt06519306
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010260
IRS990/InformationTechnologyGrp/TotalAmt010260
IRS990/InsuranceGrp/FundraisingAmt01440
IRS990/InsuranceGrp/ManagementAndGeneralAmt0576
IRS990/InsuranceGrp/ProgramServicesAmt0864
IRS990/InsuranceGrp/TotalAmt02880
IRS990/InvestmentIncomeGrp/ExclusionAmt0195903
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0195903
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08515791
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010687572
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt01
IRS990/LandBldgEquipAccumDeprecAmt031062
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01517
IRS990/LandBldgEquipCostOrOtherBssAmt032579
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03693293
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMMUNITY FOUNDATION IS TO ENCOURAGE, SUPPORT, AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN THE WEST CHESTER/LIBERTY AREA OF OHIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09173587
IRS990/NetAssetsOrFundBalancesEOYAmt011237543
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0262933
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0262933
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0354872
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0354872
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0496593
IRS990/NoncashContributionsAmt0256887
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05096
IRS990/OccupancyGrp/ManagementAndGeneralAmt05097
IRS990/OccupancyGrp/ProgramServicesAmt040772
IRS990/OccupancyGrp/TotalAmt050965
IRS990/OfficeExpensesGrp/FundraisingAmt02604
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012922
IRS990/OfficeExpensesGrp/ProgramServicesAmt01562
IRS990/OfficeExpensesGrp/TotalAmt017088
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING COSTS
IRS990/OtherExpensesGrp/Desc1PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0218560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OtherExpensesGrp/ProgramServicesAmt09186
IRS990/OtherExpensesGrp/ProgramServicesAmt11980
IRS990/OtherExpensesGrp/ProgramServicesAmt2197
IRS990/OtherExpensesGrp/TotalAmt0218560
IRS990/OtherExpensesGrp/TotalAmt19186
IRS990/OtherExpensesGrp/TotalAmt21980
IRS990/OtherExpensesGrp/TotalAmt31697
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030468
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt042079
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048365
IRS990/OtherSalariesAndWagesGrp/TotalAmt0120912
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02556
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05252
IRS990/PayrollTaxesGrp/ProgramServicesAmt06640
IRS990/PayrollTaxesGrp/TotalAmt014448
IRS990/PensionPlanContributionsGrp/FundraisingAmt0770
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01999
IRS990/PensionPlanContributionsGrp/TotalAmt02769
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03109709
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0312333
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0271464
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATTI ALDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02092168
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0414079
IRS990/PYInvestmentIncomeAmt0189151
IRS990/PYOtherExpensesAmt0292762
IRS990/PYOtherRevenueAmt0211949
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01621492
IRS990/PYSalariesCompEmpBnftPaidAmt0164935
IRS990/PYTotalExpensesAmt0871776
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02493268
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01567363
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0345463
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0276990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$10.7$2.99$7.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$3.43$2.07$1.36
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$0.00$21.4$1.88$2.25$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$6.04$3.13$2.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$4.79$2.20$2.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$3.19$1.67$1.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$3.28$1.66$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$4.11$5.51$1.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$3.67$2.91$0.75
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$4.18$2.55$1.64
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$3.38$2.13$1.25
2013Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.69$1.13$1.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.00$9.17$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.00$6.55$0.82
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits