Civic Intelligence

The Troy Foundation

990T • Fiscal year 2020 • EIN 31-6018703

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization ProfileWWW.THETROYFOUNDATION.ORG

View Organization Page

216 W Franklin StTroy, OH 45373-3234

(937) 339-8935

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

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

Latest loaded filing

2024

Assets$159,134,246
Liabilities$9,717,309
Net Assets$149,416,937
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$13,454,469
Expenses$11,383,097
Net Income$2,071,372
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

Filer Name
The Troy Foundation
EIN
31-6018703
Phone
9373398935
Address
216 W FRANKLIN ST, TROY, OH 45373-3234

Signing Officer

Name
Melissa Kleptz
Title
Executive Director
Phone
9373398935
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
6 S PATTERSON BLVD, DAYTON, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Raw XML Appendix87 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
IRS990T/BooksInCareOfDetail/PersonNm0MELISSA KLEPTZ
IRS990T/BooksInCareOfDetail/PhoneNum09373398935
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0216 W FRANKLIN ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TROY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0453733234
IRS990T/BookValueAssetsEOYAmt0124992115
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-4127
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-5630
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-9757
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-9757
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PUBLICLY TRADED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-9757
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-9757
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-9757
IRS990T/TotalUBTIBeforeSection199AAmt0-9757
IRS990T/TotalUBTIComputedAmt0-9757
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA KLEPTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09373398935
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TROY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TROY
ReturnHeader/Filer/EIN0316018703
ReturnHeader/Filer/PhoneNum09373398935
ReturnHeader/Filer/USAddress/AddressLine1Txt0216 W FRANKLIN ST
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0453733234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 S PATTERSON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045402
ReturnHeader/PreparerPersonGrp/PhoneNum09372980201
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN O CRIM
ReturnHeader/ReturnTs02021-11-10T16:26:29-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEPTZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$159$9.72$149$13.5$11.4$2.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$7.80$116$11.7$8.60$3.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$8.79$116$15.8$7.95$7.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$7.47$97.6$14.4$8.51$5.91
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.5$5.78$83.7$12.6$6.74$5.85
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.8$5.43$78.4$9.59$5.74$3.85
2014Detailed filing. Detailed filing data is available for this year.$81.5$4.70$76.8$9.01$4.24$4.77
2013Detailed filing. Detailed filing data is available for this year.$77.8$4.68$73.1$7.97$3.72$4.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$3.96$64.4$3.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.5$4.01$53.5$2.78