Civic Intelligence

The Troy Foundation

990 • Fiscal year 2013 • EIN 31-6018703

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 27, 2014

216 W Franklin St45373

(937) 339-8935

Siviq Scores

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

Liabilities / Assets

19th percentile

0.06x

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

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.59x

Higher debt load relative to revenue than 58% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

7th percentile

$93,150

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M 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

$77,775,402

Up $9,443,403 (+14%) from 2012

Net Assets

Up

$73,100,197

Up $8,728,888 (+14%) from 2012

Liabilities

Up

$4,675,205

Up $714,515 (+18%) from 2012

Revenue

$7,970,078

No earlier filing loaded for comparison.

Expenses

Up

$3,724,325

Up $663,740 (+22%) from 2012

Net Income

$4,245,753

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.

$200M$150M$100M$50M$0Assets 2010: $57,491,403Liabilities 2010: $4,008,048Net Assets 2010: $53,483,3552010Assets 2012: $68,331,999Liabilities 2012: $3,960,690Net Assets 2012: $64,371,3092012Assets 2013: $77,775,402Liabilities 2013: $4,675,205Net Assets 2013: $73,100,1972013Assets 2014: $81,471,629Liabilities 2014: $4,695,121Net Assets 2014: $76,776,5082014Assets 2016: $83,811,872Liabilities 2016: $5,428,979Net Assets 2016: $78,382,8932016Assets 2018: $89,521,773Liabilities 2018: $5,781,106Net Assets 2018: $83,740,6672018Assets 2019: $105,029,165Liabilities 2019: $7,470,463Net Assets 2019: $97,558,7022019Assets 2020: $125,171,217Liabilities 2020: $8,794,513Net Assets 2020: $116,376,7042020Assets 2022: $123,423,524Liabilities 2022: $7,802,362Net Assets 2022: $115,621,1622022Assets 2024: $159,134,246Liabilities 2024: $9,717,309Net Assets 2024: $149,416,9372024

Highlighted filing

2013

Assets$77,775,402
Liabilities$4,675,205
Net Assets$73,100,197

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2010: $2,777,5762010Expenses 2012: $3,060,5852012Revenue 2013: $7,970,078Expenses 2013: $3,724,325Net Income 2013: $4,245,7532013Revenue 2014: $9,006,880Expenses 2014: $4,240,309Net Income 2014: $4,766,5712014Revenue 2016: $9,593,073Expenses 2016: $5,741,986Net Income 2016: $3,851,0872016Revenue 2018: $12,587,046Expenses 2018: $6,738,595Net Income 2018: $5,848,4512018Revenue 2019: $14,423,459Expenses 2019: $8,509,052Net Income 2019: $5,914,4072019Revenue 2020: $15,775,985Expenses 2020: $7,954,357Net Income 2020: $7,821,6282020Revenue 2022: $11,701,989Expenses 2022: $8,604,327Net Income 2022: $3,097,6622022Revenue 2024: $13,454,469Expenses 2024: $11,383,097Net Income 2024: $2,071,3722024

Highlighted filing

2013

Revenue$7,970,078
Expenses$3,724,325
Net Income$4,245,753
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$7,996,977
Mission and Program Overview

Mission

To improve the quality of life for our community by connecting donors to meaningful causes for a better tomorrow.

To improve the quality of life for the community we serve by promoting philanthropy and stewardship for a better tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$65,015,913$74,342,825▲ $9,326,912
Savings and Temporary Cash Investments$2,521,912$2,547,878▲ $25,966
Land, Buildings, and Equipment, Net$452,140$448,976▼ $3,164
Cash and Non-Interest-Bearing Accounts$342,034$435,723▲ $93,689
Total Assets$68,331,999$77,775,402▲ $9,443,403
Liabilities
Other Liabilities$3,960,690$4,675,205▲ $714,515
Total Liabilities$3,960,690$4,675,205▲ $714,515
Net Assets / Fund Balance
Temporarily Rstr Net Assets$42,121,652$49,450,374▲ $7,328,722
Unrestricted Net Assets$16,721,434$17,925,067▲ $1,203,633
Permanently Rstr Net Assets$5,528,223$5,724,756▲ $196,533
Total Net Assets Fund Balance$64,371,309$73,100,197▲ $8,728,888
Total Liabilities and Net Assets / Fund Balance$68,331,999$77,775,402▲ $9,443,403

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$437,500-$437,500
Equipment$11,476$17,241$28,717

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$37,401,858$1,435,558▼ $976,825-$36,452,293
2012$30,015,450$2,738,902▲ $6,127,271-$37,401,858
2011$31,231,367$188,244▼ $277,926-$30,015,450
2010$28,499,722$716,055▲ $3,068,794-$31,231,367
2009$20,251,526$3,861,947▲ $6,334,990-$28,499,722
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melissa KleptzExecutive DirectorFT$89,033$4,117$93,150

Board Members and Trustees

NameTitle
Wanda C LukensPresident Gov Bd
Brian R WilliamsonVice President Gov Bd
Arthur HaddadDist COM
Brent BlackDist COM
Susan BehmDist COM
Ted MercerDist COM
James M JohnsonGov Bd
Thomas E RobinsonGov Bd
William J FulkerGov Bd
Craig E WiseGov Bd/dist COM
Mark DouglasGov Bd/ttee COM
Robert N Schlemmer Non-votingSecretary Gov Bd
Dave DippoldTtee COM
David K SelsorTtee COM
Judith K HartmanTtee COM
Revenue and Support

Revenue Composition

Contributions and Grants
$2,814,828
Program Service Revenue
$0
Investment Income
$5,134,914
Other Revenue
$20,336
All Other Contributions
$2,753,717
Change in Net Assets
$4,245,753

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$985,445Fair Market Value (FMV) at Transfer
Total Noncash Contributions6$985,445-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,970,078
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,483,137
Total Revenue per Audited Statements
$12,453,215
Total Revenue per Form 990
$7,970,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,892,884
Other Expenses$582,880
Salaries, Compensation, and Employee Benefits$248,561
Total Fundraising Expense$24,682
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,516,207--$2,516,207
Grants to Domestic Individuals$376,677--$376,677
Fees for Service Investment Mgmnt Fees$341,072--$341,072
Other Salaries and Wages-$110,741-$110,741
Current Officers, Directors, Trustees, and Key Employees-$69,863$23,287$93,150
Fees for Services Legal-$61,197-$61,197
Other Employee Benefits-$24,300-$24,300
Fees for Services Accounting-$23,850-$23,850
Information Technology-$20,635-$20,635
Occupancy-$17,005-$17,005
Office Expenses-$15,705-$15,705
Payroll Taxes-$15,086-$15,086
Other Expenses-$9,003-$9,003
All Other Expenses-$7,435-$7,435
Insurance-$6,295-$6,295
Depreciation Depletion-$5,701-$5,701
Advertising-$4,186$1,395$5,581
Pension Plan Contributions-$5,284-$5,284
Conferences and Meetings-$1,202-$1,202
Travel-$936-$936
Total Functional Expenses$3,233,956$465,687$24,682$3,724,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,788,810
Expenses per Audited Statements$3,724,325
Total Expenses per Form 990$3,724,325
Expenses Not Reported on Form 990$64,485
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-1581859-501(c)(3)Sim-lab$91,294
31-0969657-501(c)(3)Clinical Excellence Center Patient Simulation$88,936
31-6000055-501(c)(3)Repair, Maintenance, and General Upkeep of Church and Parsonage$66,373
--501(c)(3)CAMPERSHIPS, MINISTER'S RETIREMENT FUND, METHODIST BLACK COLLEGE FUND$66,373
31-6000985-501(c)(3)Building Renovation Project$53,000
45-3504550-501(c)(3)General Support$40,000
31-6000985-501(c)(3)Support for the Building Renovation$40,000
31-6000985-501(c)(3)Broadcast/video Production Equipment Updates$38,339
30-0391714-501(c)(3)Sprinkler System, Furniture & General Operations$37,453
31-1596731-501(c)(3)General Support$35,000
31-1596731-501(c)(3)General Operating Support$34,000
31-1596731-501(c)(3)Service Hours Expansion$30,000
31-0584315-501(c)(3)General Support$30,000
31-0537514-501(c)(3)Capital Improvements$30,000
20-4901192-501(c)(3)Miami County Dental Clinic Equipment Project$29,909
34-6400140-501(c)(3)Replacement of Exterior Handicapped Lift$26,480
45-3504550-501(c)(3)General Support$25,000
45-3504550-501(c)(3)General Support$25,000
45-3504550-501(c)(3)General Support$25,000
45-3504550-501(c)(3)General Support$25,000
20-4901192-501(c)(3)Lab Update, Strategic Planning, Portable Dental Clinic$24,500
31-1088546-501(c)(10)Perlema and Grace Sewell Scholarship$22,124
31-6000101-501(c)(3)Orchestra Discoveries Program$21,500
45-3504550-501(c)(3)General Support$20,000
45-3504550-501(c)(3)General Support$20,000
31-1088546-501(c)(3)For Emergency Repairs to Building$20,000
31-0875673-501(c)(3)Construction Fund$20,000
31-0875673-501(c)(3)For the Purchase of Furniture for the New Building$20,000
31-0875673-501(c)(3)General Support$20,000
31-6000985-501(c)(3)Support for a Restricted Capital Improvement Fund for Future Repairs Needed at the Troy Rec$20,000
31-6000630-501(c)(3)Hayner Mansion Centennial Events$20,000
31-0579679-501(c)(3)2013 Building Repairs$19,686
45-3504550-501(c)(3)Summer Reading Program 2014$18,000
31-0982443-501(c)(3)General Support$15,937
31-0982443-501(c)(3)General Support$15,937
31-1301818-501(c)(3)General Support$15,838
31-1301818-501(c)(3)New Equipment Purchase$15,481
31-6000985-501(c)(3)PROJECT: NETBOOKS!$15,300
31-1352522-501(c)(3)2014 Builds and Repairs$15,000
31-1031277-501(c)(3)Rubberized Corridor Floor Replacement$15,000
31-1305869-501(c)(3)Path of Hope$15,000
31-0604619-501(c)(3)New Media Center$15,000
30-0391714-501(c)(3)New 12 Passenger Van$15,000
31-6000549-501(c)(3)Trostel Park-shelter$13,857
31-1320575-501(c)(3)New Scoreboard for Market Street Baseball Field$12,950
31-1301818-501(c)(3)Discover Troy Ohio Magazine$12,942
31-1596731-501(c)(3)General Support$12,865
31-1088546-501(c)(3)General Support$12,500
31-1088546-501(c)(3)General Support$12,500
31-6000983-501(c)(3)Homework Helpers and Leadership Club$12,500
31-6000985-501(c)(3)2013 National Theatre on Ice Competition$12,500
31-0549049-501(c)(3)Support for Building Fund$12,120
20-4901192-501(c)(3)Harvest Moon and Balloon Fest$12,000
31-0794220-501(c)(3)Educational Grants$11,810
31-0584315-501(c)(3)Support for Pool Renovation$11,542
31-6000985-501(c)(3)Mobile Ipad Cart for Heywood$11,317
41-1627391-501(c)(3)Part 2 of 2013 Donation$11,000
31-6000630-501(c)(3)2014 Downtown Summer Music Series$11,000
92-0153349-501(c)(3)Support for Cooke/napoka Fund$10,000
41-1627391-501(c)(3)SHIPMENT #3 TO CATHOLIC UNIVERSITY OF SOUTH SUDAN IN JUBA$10,000
31-6000549-501(c)(3)2013 Independence Day Fireworks$10,000
26-0463618-501(c)(3)General Support$10,000
31-0836468-501(c)(3)Support for the Holiday Evening Event$10,000
20-8682268-501(c)(3)General Support$10,000
31-1352522-501(c)(3)Wrestling Program$10,000
34-6400911-501(c)(3)SCIENCE ALIVE! BANANA SLUG BAND PROGRAM$10,000
31-6000985-501(c)(3)General Support$10,000
31-0537514-501(c)(3)Field Prep for 2013 Events$10,000
31-1581859-501(c)(3)A Journey West to Yellowstone and Grand Teton National Park$9,950
31-1088546-501(c)(3)Annual Report Expenses$9,337
31-1048555-501(c)(3)General Support$9,000
20-4901192-501(c)(3)2013 County Fair Concert$9,000
31-6000554-501(c)(3)Support of Various Programs$8,803
31-1088546-501(c)(3)Quarterly General Support$8,750
31-1088546-501(c)(3)Quarterly General Support$8,750
31-1337433-501(c)(3)Quarterly General Support$8,750
31-1337433-501(c)(3)Quarterly General Support$8,750
31-0794220-501(c)(3)Support for Various Programs at Schools$8,484
31-0584315-501(c)(3)Afterschool Enrichment Program$8,200
31-0540158-501(c)(3)Backpack Food Program$8,000
34-6400911-501(c)(3)Miami County Branding Project Phase Ii$8,000
31-1454017-501(c)(3)Ohio Reads for Kyle Elementary$8,000
27-2564811-501(c)(3)Side by Side Tandem Bicycle and Wheelchair Bike$7,754
31-6000983-501(c)(3)General Support$7,564
31-1710997-501(c)(3)Psychiatric Services$7,500
31-6000630-501(c)(3)To Purchase Book and Magazines$7,481
31-0619209-501(c)(3)To Purchase Book and Magazines$7,481
31-1081395-501(c)(3)For Trail Markers$7,033
31-6000549-501(c)(3)Gotr Stopover$7,000
27-2564811-501(c)(3)Ronald Mcdonald House Program$7,000
31-0604619-501(c)(3)General Support$7,000
30-0391714-501(c)(3)General Support$7,000
30-0391714-501(c)(3)General Support and Home and School$6,500
31-1088546-501(c)(3)General Support$6,310
31-0969657-501(c)(3)General Support$6,250
31-6000549-501(c)(3)Golf Outing Event Expenses$6,215
31-0792424-501(c)(4)Trees in Kyle Park and Water Fountain in Canal Lock Park$6,085
31-1031277-501(c)(3)General Support$6,035
31-0641306-501(c)(3)General Support$6,000
43-1243999-501(c)(3)Support for Rannilyn$6,000
31-0549049-501(c)(3)Renovation Fund$6,000
51-0435875-501(c)(3)General Support$6,000
31-1301818-501(c)(3)2013 Summer Concert Season$6,000
31-6045094-501(c)(3)Purchase Updated Field Equipment$5,851
31-6000985-501(c)(3)Ipads for K-2nd Grade$5,301
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
31-0732613-501(c)(3)General Support From Endowment Fund$5,284
43-1243999-501(c)(3)Disaster Relief Fund Philippines$5,000
38-4725267-501(c)(3)Educational Program$5,000
31-1596731-501(c)(3)Computer-website Design$5,000
31-1710997-501(c)(3)Support of the Christmas Basket Program$5,000
31-1107067-501(c)(3)8 Week Intensive Older Adult Rehabilitation Program$5,000
31-1107067-501(c)(3)Support to Continue 4 Days a Week Lunch Program$5,000
31-6041661-501(c)(3)General Support$5,000
31-6041661-501(c)(3)Wellness Clinics in Miami County$5,000
31-6041661-501(c)(3)Basic Needs Support$5,000
31-6000985-501(c)(3)Troy Pop Rocks Jump Rope Team Traveling Expenses$5,000
31-4420544-501(c)(3)General Support$5,000
--501(c)(3)In Support of Willmington College Growing Our Future Campaign$5,000
31-1112913-501(c)(3)Support of Various Grants$4,900
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0584315-501(c)(3)General Support for Recreational Activities$4,709
31-0512071-501(c)(3)General Support for Recreational Activities$4,709
31-0512071-501(c)(3)General Support for Recreational Activities$4,709
31-0512071-501(c)(3)General Support for Recreational Activities$4,709
31-6000983-501(c)(3)General Support$4,700
31-0794220-501(c)(3)General Support$4,602
31-6000630-501(c)(3)General Support$4,602
31-1581859-501(c)(3)Ruth and Bill Mcgraw Cancer Awareness Seminar$4,500
31-1190924-501(c)(3)Support for Technology Fund$4,384
51-0435875-501(c)(3)General Support$4,300
53-0196605-501(c)(3)Restoration and Preservation of Historic Red Cross Posters$4,250
31-6060351-501(c)(3)Muse Machine for Van Cleve$4,200
31-6000985-501(c)(3)Kids to College, Real Money Real World Program$4,175
31-1409864-501(c)(3)General Support$4,000
31-1305869-501(c)(3)Quarterly General Support$4,000
31-1305869-501(c)(3)Quarterly General Support$4,000
31-1305869-501(c)(3)Quarterly General Support$4,000
31-1305869-501(c)(3)Quarterly General Support$4,000
31-0604619-501(c)(3)General Support$4,000
31-1581859-501(c)(3)Support for Microbiology Department$3,976
31-0794220-501(c)(3)Support for Various Educational Programs$3,880
31-6000055-501(c)(3)Modern Technology for Occupational Therapy$3,858
31-0584315-501(c)(3)JUNIOR HIGH BOY'S AND GIRL'S BASKETBALL$3,748
31-0549049-501(c)(3)General Support$3,600
34-4429863-501(c)(3)Support for Dorothy Love Lifecare Fund$3,501
34-4429863-501(c)(3)Support for Dorothy Love Lifecare Fund$3,501
31-1596731-501(c)(3)General Support$3,500
31-1287571-501(c)(3)General Support$3,500
34-4429863-501(c)(3)Support for Lifecare Fund and Retirement Center$3,194
31-1710997-501(c)(3)Bed Bug Extermination Project$3,190
31-0732613-501(c)(3)General Support$3,000
31-0549049-501(c)(3)General Support$3,000
31-1596731-501(c)(3)General Support$3,000
31-1596731-501(c)(3)General Support$3,000
31-1305869-501(c)(3)General Support$3,000
31-1305869-501(c)(3)General Support$3,000
31-0604619-501(c)(3)Various Support$3,000
31-0579679-501(c)(3)2013 DOWNTOWN TROY FARMER'S MARKET$3,000
31-6000985-501(c)(3)Summer Lunch Buddies Program$3,000
31-0619209-501(c)(3)Technology Petting Zoo$2,642
31-1088546-501(c)(3)Visiting Artist Program$2,600
31-0540158-501(c)(3)General Support$2,592
31-0540158-501(c)(3)General Support$2,592
31-0794220-501(c)(3)General Support$2,576
31-0732613-501(c)(3)General Support$2,500
34-4429863-501(c)(3)Support of the Assisted Living Courtyard$2,500
31-0584315-501(c)(3)General Support$2,500
31-0619209-501(c)(3)2013 Campaign Brochure Sponsorship$2,500
31-0732613-501(c)(3)General Support$2,400
31-6000985-501(c)(3)A Van Cleve Celebration$2,400
--501(c)(3)General Support$2,400
31-6000985-501(c)(3)Replacing Concession Stand Equipment$2,288
31-1320575-501(c)(3)Summer Lunch Program$2,280
31-1337433-501(c)(3)Website Redesign$2,005
31-0732613-501(c)(3)Support for the Year End Campaign$2,000
31-1212898-501(c)(3)Support for the Story Lady Program$2,000
31-1212898-501(c)(3)Story Lady Program$2,000
31-0549049-501(c)(3)Breakfast Club Program$2,000
51-0435875-501(c)(3)Fuel for Fish$2,000
31-1596731-501(c)(3)General Support$2,000
31-1596731-501(c)(3)General Support$2,000
31-0584315-501(c)(3)Refrigerator & Wall Fans for the Art House & Thanksgiving Feast$2,000
20-4901192-501(c)(3)General Support$2,000
31-1287571-501(c)(3)General Support$2,000
31-1305869-501(c)(3)General Support$2,000
31-1107067-501(c)(3)General Support$2,000
31-0875673-501(c)(3)General Support$2,000
31-1112913-501(c)(3)Support for the Disc Golf Project$2,000
31-6000985-501(c)(3)Mosaics for Forest Elementary$2,000
31-0619209-501(c)(3)Campaign Support$2,000
31-0537095-501(c)(3)General Support$2,000
31-1581859-501(c)(3)Seed Money for 2013-2014 School Year$2,000
31-1581859-501(c)(3)General Support$2,000
31-0969657-501(c)(3)Support for the Dugan Cancer Center$2,000
31-6000055-501(c)(3)Ipads for Success$1,995
32-0247237-501(c)(3)Roll-a-bout Knee Walkers$1,992
31-0540158-501(c)(3)General Support$1,917
31-0604619-501(c)(3)Cancer Companions Program$1,895
31-1107067-501(c)(3)"READ NATURALLY" READING PROGRAM$1,844
31-1301818-501(c)(3)Discover Troy Treasures$1,800
31-1301818-501(c)(3)2013 Downtown Flower Planter Program$1,760
31-1088546-501(c)(3)Give Medical Ministry for Bathroom Safety Equipment$1,722
31-6000549-501(c)(3)General Support for Maintenance of Veterans Memorial Park$1,572
31-0584315-501(c)(3)Purchase of Golf Bags$1,560
31-0732613-501(c)(3)Summer Camp$1,500
31-1088546-501(c)(3)General Support$1,500
31-6041661-501(c)(3)Support in Memory of Cliff Hoying$1,450
31-1107067-501(c)(3)General Support$1,420
31-0641306-501(c)(3)Mentoring Program at Lt Ball Intermediate School$1,300
31-1315269-501(c)(3)2013 Excellence in Education Banquet$1,300
31-6000985-501(c)(3)Pulse Oximeters for Building Clinics$1,252
31-0732613-501(c)(3)General Support$1,199
31-0549049-501(c)(3)General Support$1,199
31-1031277-501(c)(3)General Support$1,199
31-6000985-501(c)(3)General Support$1,199
31-0619209-501(c)(3)General Support$1,199
31-0732613-501(c)(3)SUPPORT FOR DEVELOPMENT OF PROGRAM FOR SIDNEY/HOLY ANGEL'S STUDENTS$1,000
31-1212898-501(c)(3)General Support$1,000
31-1212898-501(c)(3)Annual Benefit Auction Support$1,000
31-6000101-501(c)(3)Support for the Music Education in Tipp City and Bethel Schools$1,000
31-0549049-501(c)(3)Campaign Pledge$1,000
31-0549049-501(c)(3)General Support$1,000
51-0435875-501(c)(3)General Support$1,000
31-1081395-501(c)(3)Support for New Escalator$1,000
31-1352522-501(c)(3)General Support$1,000
31-1596731-501(c)(3)General Support$1,000
20-4901192-501(c)(3)General Support$1,000
34-6400911-501(c)(3)Support for the Outdoor Education Program$1,000
31-1409864-501(c)(3)Support for Technology Fund$1,000
31-1305869-501(c)(3)General Support$1,000
13-5562351-501(c)(3)Troy Lunch Club$1,000
31-0604619-501(c)(3)General Support$1,000
31-0604619-501(c)(3)TO HELP FUND TEACHER'S AIDES$1,000
30-0391714-501(c)(3)General Support$1,000
36-2170826-501(c)(3)General Support for Local Covington Church$1,000
36-2170826-501(c)(3)General Support$1,000
36-2170826-501(c)(3)General Support$1,000
36-2170826-501(c)(3)General Support$1,000
36-2170826-501(c)(3)General Support$1,000
31-1655688-501(c)(3)General Support$1,000
31-1655688-501(c)(3)General Support$1,000
31-6000985-501(c)(3)Replacement Batteries Program$1,000
31-0619209-501(c)(3)General Support$1,000
31-1581859-501(c)(3)General Support$1,000
31-0969657-501(c)(3)Pinnacle Society in Support of Hospital Programs.$1,000
31-0969657-501(c)(3)Support for John Dugan Fund$1,000
31-6000985-501(c)(3)Junior High - (2) Ipads for Multiple Disabilities Unit$998
31-0604619-501(c)(3)Middle School Materials$993
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
31-0543279-501(c)(3)General Support for Building Fund, Food Pantry and Church$950
34-1623769-501(c)(3)General Support$883
31-6000985-501(c)(3)Misc. Items for Heywood School$863
31-1412571-501(c)(3)Heywood Elementary School - Speech Language Therapy Materials$863
31-0732613-501(c)(3)General Support$830
31-0732613-501(c)(3)General Support$830
31-6000630-501(c)(3)General Support$830
31-6000630-501(c)(3)General Support$830
20-4901192-501(c)(3)Development of a Website$820
31-0732613-501(c)(3)General Support$800
31-6000101-501(c)(3)Opera and Philharmonic Support$800
31-6060351-501(c)(3)Van Cleve School - Common Core Coach Reading and Math$800
31-0619209-501(c)(3)General Support$800
31-1031277-501(c)(3)General Support$750
31-1031277-501(c)(3)General Support$750
31-1320575-501(c)(3)Tipp City Area Arts Council$750
31-1195858-501(c)(3)Sculptures on the Square$750
31-0604619-501(c)(3)General Support$650
31-0604619-501(c)(3)General Support$650
31-0619209-501(c)(3)To Purchase Travel Material$649
38-4725267-501(c)(3)Educational Program$600
31-0549049-501(c)(3)Music Fund Support$600
31-1596731-501(c)(3)General Support$600
53-0196605-501(c)(3)General Support$500
31-0732613-501(c)(3)Support of the Lecture Series$500
31-0549049-501(c)(3)2013 Operating Fund Support$500
31-1352522-501(c)(3)Projects for 2014$500
31-1596731-501(c)(3)General Support$500
31-1596731-501(c)(3)General Support$500
31-1031277-501(c)(3)Camp Courageous$500
31-1287571-501(c)(3)General Support$500
31-1337433-501(c)(3)50th Campaign Pledge$500
31-1305869-501(c)(3)Caregivers Special Events$500
23-7202001-501(c)(3)Circles Program - Purchase of Crockpots and Cookbooks$500
31-0875673-501(c)(3)Soup Kitchen Support$500
36-2170826-501(c)(3)General Support$500
36-2170826-501(c)(3)General Support$500
36-2170826-501(c)(3)General Support$500
31-1655688-501(c)(3)General Support$500
31-1655688-501(c)(3)General Support$500
31-1655688-501(c)(3)General Support$500
31-6000985-501(c)(3)Van Cleve School - Ipad for Mathematics and Social Studies Classroom$500
31-6000985-501(c)(3)Van Cleve School - Ipad Science and Language Arts Classroom$500
31-6000985-501(c)(3)Concord Elementary School - Dive Into a Good Book Program$500
31-1192423-501(c)(3)General Support$500
31-0619209-501(c)(3)Leadership Gift$500
31-0819594-501(c)(3)Support of Various Organizations$500
31-0537095-501(c)(3)General Support$500
--501(c)(3)2013 Summer Camp Program$500
31-0732613-501(c)(3)General Support$492
31-0732613-501(c)(3)General Support$492
31-1031277-501(c)(3)General Support$492
31-1031277-501(c)(3)General Support$492
30-0391714-501(c)(3)To Provide Tuition Assistance to Deserving Students$450
53-0196605-501(c)(3)General Support$407
31-0732613-501(c)(3)General Support$407
31-1031277-501(c)(3)General Support$407
31-0732613-501(c)(3)General Support$400
31-0543279-501(c)(3)Stained Glass Window Project/first Place Indebtedness$400
31-0543279-501(c)(3)Stained Glass Window Project and First Place Indebtedness$400
31-1596731-501(c)(3)2013 Community Service Award$400
31-1710997-501(c)(3)2013 Community Service Award$400
31-1710997-501(c)(3)2013 Community Service Award$400
31-1088546-501(c)(3)Home Helpers Program$400
23-7202001-501(c)(3)2013 Community Service Award$400
31-0875673-501(c)(3)2013 Community Service Award$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
31-0875673-501(c)(3)General Support$400
36-2170826-501(c)(3)General Support$400
36-2170826-501(c)(3)General Support$400
36-2170826-501(c)(3)General Support$400
36-2170826-501(c)(3)General Support$400
31-0604619-501(c)(3)General Support$399
31-6000630-501(c)(3)General Support$399
31-1305869-501(c)(3)General Support$386
31-0619209-501(c)(3)Early Literacy Materials for Baby and Me$366
31-1305869-501(c)(3)Rotary Shoe Program$353
20-4901192-501(c)(3)Purchase of Market Goat$350
31-0732613-501(c)(3)General Support$300
43-1243999-501(c)(3)Urgent Family Need Fund - Ch533423 Rannilyn S. Cabarrubias$300
31-6000549-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-1107067-501(c)(3)General Support$300
31-6000055-501(c)(3)General Support$300
31-0964793-501(c)(3)General Support$300
13-5562351-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-6041661-501(c)(3)General Support$300
31-0604619-501(c)(3)General Support$300
31-0604619-501(c)(3)General Support$300
31-0604619-501(c)(3)General Support$300
31-0604619-501(c)(3)General Support$300
31-6000985-501(c)(3)In Honor of the Troy High School Class of 1948 for Van Cleve$300
31-0819594-501(c)(3)General Support$300
31-0732613-501(c)(3)Improving the Lives of the Wildlife Ambassadors at Bnc$294
53-0196605-501(c)(3)General Support$250
31-0732613-501(c)(3)General Support$250
31-0584315-501(c)(3)Be True to You Program$250
31-0584315-501(c)(3)Easter Egg Hunt$250
31-1190924-501(c)(3)Minster Middle School Rocket Club National Trip$250
31-1088546-501(c)(3)Fall Festival Support$250
31-0604619-501(c)(3)SUPPORT FOR ST. PAT'S ANNUAL FESTIVAL$250
30-0391714-501(c)(3)General Support$250
53-0242652-501(c)(3)General Support$250
31-6000983-501(c)(3)General Support$250
31-1088546-501(c)(3)Administrative Expenses$237
51-0435875-501(c)(3)Emergency Crisis Funding$210
53-0196605-501(c)(3)General Support$200
41-1627391-501(c)(3)General Support$200
34-4429863-501(c)(3)General Support$200
31-0549049-501(c)(3)2013 Operating Budget Shortfall$200
31-0549049-501(c)(3)Homeless Family Support$200
51-0435875-501(c)(3)General Support$200
31-1596731-501(c)(3)General Support$200
31-1596731-501(c)(3)General Support$200
31-1031277-501(c)(3)General Support$200
31-1031277-501(c)(3)General Support$200
31-1088546-501(c)(3)Annual Fund Support$200
31-1305869-501(c)(3)Annual Fund Support$200
31-6041661-501(c)(3)General Support$200
31-1506205-501(c)(3)Troy High School Music Program$200
31-0619209-501(c)(3)General Support$200
31-6000554-501(c)(3)Bus Transportation$190
31-1031277-501(c)(3)General Support$179
31-1031277-501(c)(3)General Support$169
27-2564811-501(c)(3)General Support$159
31-1320575-501(c)(3)Administrative Expenses - Newsletter$123
31-0732613-501(c)(3)Support for Bird Big Sit$100
31-0549049-501(c)(3)Mission Trip for Catilin Culp$100
31-0543279-501(c)(3)General Support$100
31-1081395-501(c)(3)General Support$100
31-1081395-501(c)(3)General Support$100
31-1088546-501(c)(3)50th Anniversary Campaign$100
31-6000983-501(c)(3)General Support in Memory of Robb Howell$100
31-0579679-501(c)(3)General Support$100
31-0579679-501(c)(3)General Support$100
31-0819594-501(c)(3)General Support$100
31-1581859-501(c)(3)General Support$100
53-0196605-501(c)(3)General Support$50
31-1081395-501(c)(3)General Support$50
31-1352522-501(c)(3)General Support$50
31-1352522-501(c)(3)General Support$50
31-1031277-501(c)(3)In Memory of Robb Howell$50
--501(c)(3)General Support$50
31-1081395-501(c)(3)General Support$30
53-0196605-501(c)(3)General Support$25
31-1031277-501(c)(3)General Support$25
31-0619209-501(c)(3)Family Abuse Shelter Support$25
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,527
Fundraising Direct Expenses$26,899
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$53,028$20,881$0$20,881
Event 2$14,843$4,241$788$3,453
Total Events$107,638$46,527$26,899$19,628
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agent Liabilities$4,675,205
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Melissa kleptz' spouse and judy hartman have a business relationship.

Form 990, Part VI, Section B, Line 11

The return preparer emails a copy of the form 990 to the executive director, who forwards the return to the board members prior to filing. The foundation's audit committee meets to review the form 990 in detail before it is filed with the internal revenue service.

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

Each year at its' annual meeting, the troy foundation's governing board, trustees committee and distribution committee receive a copy of the conflict of interest policy. They are required to complete and submit the foundation's conflict of interest statement to the executive director listing all potential conflicts that may occur throughout the year.

Form 990, Part VI, Section B, Line 15

The process for determining the executive director's and other key employees' salaries includes a review and approval process by the governing body along with the use of data in regards to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. Records with respect to deliberations and decisions regarding the compensation arrangement are maintained.

Form 990, Part VI, Section C, Line 19

The troy foundation's governing documents and financial statements are available to the general public upon request.

Filing and Contact Details

Filer

EIN
31-6018703
Phone
9373398935

Signing Officer

Name
Melissa Kleptz
Title
Executive Director
Phone
9373398935
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Kleptz
Formed
1924
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
14

Preparer

Preparer
Karen O Crim
Phone
9372980201
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process by which the organization selects an independent accountant to conduct its audit has not changed since prior year.

Financial Statement Notes

PART V, LINE 4:

The organization's unrestricted funds are expended for charitable purposes as deemed appropriate by the distribution committee of the foundation. The organization's donor-advised funds include trusts which the donor may advise or appoint an advisory committee to recommend grants to the distribution committee. The organization's donor-designated funds include endowment funds, classified as permanently restricted, and, as such, distributions under these funds are limited to earnings on investments held by the funds. The organization's field-of-interest funds do not commit gifts to any particular organization. Grant recipients are identified by the foundation, which may take into consideration the suggestions of fund donors.

PART X, LINE 2:

Income tax footnote from the december 31, 2013 audited financial statements: the foundation is exempt from income taxes under section 501(c)(3) of the internal revenue code. Management does not believe that the agency conducts any activities subject to taxation as unrelated business income. In addition, management concluded that there are no uncertain tax positions that require adjustment to the financial statements. With few exceptions, the foundation's federal information returns are no longer subject to examination by the internal revenue service for years before 2010.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Depreciation expense included on tf land, inc. Return 64,485.

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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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