Civic Intelligence

Hamilton Community Foundation Inc.

990 • Fiscal year 2014 • EIN 31-6038277

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

Organization ProfileHAMILTONFOUNDATION.ORG

View Organization Page

319 N Third StreetHamilton, OH 45011

(513) 863-1389

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$88,811,814

Flat from 2014

Net Assets

Flat

$85,355,907

Flat from 2014

Liabilities

Flat

$3,455,907

Flat from 2014

Revenue And Expenses

Revenue

Flat

$7,501,578

Flat from 2014

Expenses

Flat

$6,704,983

Flat from 2014

Net Income

Flat

$796,595

Flat from 2014

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: $71,289,989Liabilities 2010: $2,058,576Net Assets 2010: $69,231,4132010Assets 2011: $69,025,244Liabilities 2011: $1,695,716Net Assets 2011: $67,329,5282011Assets 2012: $76,188,512Liabilities 2012: $2,350,802Net Assets 2012: $73,837,7102012Assets 2013: $86,308,700Liabilities 2013: $2,194,161Net Assets 2013: $84,114,5392013Assets 2014: $88,811,814Liabilities 2014: $3,455,907Net Assets 2014: $85,355,9072014Assets 2014: $88,811,814Liabilities 2014: $3,455,907Net Assets 2014: $85,355,9072014Assets 2015: $85,621,284Liabilities 2015: $2,180,703Net Assets 2015: $83,440,5812015Assets 2016: $85,646,563Liabilities 2016: $2,528,727Net Assets 2016: $83,117,8362016Assets 2017: $92,411,268Liabilities 2017: $2,300,431Net Assets 2017: $90,110,8372017Assets 2018: $86,363,813Liabilities 2018: $2,061,676Net Assets 2018: $84,302,1372018Assets 2019: $100,734,634Liabilities 2019: $2,361,433Net Assets 2019: $98,373,2012019Assets 2020: $111,830,534Liabilities 2020: $4,821,510Net Assets 2020: $107,009,0242020Assets 2021: $145,905,583Liabilities 2021: $13,737,759Net Assets 2021: $132,167,8242021Assets 2022: $133,764,433Liabilities 2022: $14,214,764Net Assets 2022: $119,549,6692022Assets 2023: $146,765,472Liabilities 2023: $13,880,512Net Assets 2023: $132,884,9602023Assets 2024: $167,460,468Liabilities 2024: $14,834,750Net Assets 2024: $152,625,7182024

Highlighted filing

2014

Assets$88,811,814
Liabilities$3,455,907
Net Assets$85,355,907
Open 2014 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $6,599,3072010Expenses 2011: $6,418,6652011Expenses 2012: $7,776,1262012Revenue 2013: $9,783,966Expenses 2013: $6,847,056Net Income 2013: $2,936,9102013Revenue 2014: $7,501,578Expenses 2014: $6,704,983Net Income 2014: $796,5952014Revenue 2014: $7,501,578Expenses 2014: $6,704,983Net Income 2014: $796,5952014Revenue 2015: $15,505,087Expenses 2015: $10,763,341Net Income 2015: $4,741,7462015Revenue 2016: $10,362,533Expenses 2016: $11,134,921Net Income 2016: -$772,3882016Revenue 2017: $5,861,198Expenses 2017: $7,063,257Net Income 2017: -$1,202,0592017Revenue 2018: $7,395,051Expenses 2018: $5,831,585Net Income 2018: $1,563,4662018Revenue 2019: $8,156,648Expenses 2019: $5,463,613Net Income 2019: $2,693,0352019Revenue 2020: $6,001,622Expenses 2020: $7,292,009Net Income 2020: -$1,290,3872020Revenue 2021: $25,541,402Expenses 2021: $7,582,132Net Income 2021: $17,959,2702021Revenue 2022: $17,995,385Expenses 2022: $8,363,574Net Income 2022: $9,631,8112022Revenue 2023: $14,457,747Expenses 2023: $11,136,375Net Income 2023: $3,321,3722023Revenue 2024: $31,562,395Expenses 2024: $11,820,167Net Income 2024: $19,742,2282024

Highlighted filing

2014

Revenue$7,501,578
Expenses$6,704,983
Net Income$796,595
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Gross Receipts
$7,501,578
Mission and Program Overview

Mission

The foundation receives contributions from donors in the community and then through the above gifts and grants enrich the community through strategic grant making in the fields of the arts, education, housing, social services, civic beautification, community development and recreation.

COMMUNITY FOUNDATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$69,931,783$72,475,962▲ $2,544,179
Other Notes and Loans Receivable, Net$10,092,760$7,743,555▼ $2,349,205
Land, Buildings, and Equipment, Net$5,296,319$5,076,466▼ $219,853
Savings and Temporary Cash Investments$259,987$2,633,014▲ $2,373,027
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Prepaid Expenses and Deferred Charges$329$141▼ $188
Total Assets$86,308,700$88,811,814▲ $2,503,114
Other Assets Total$727,122$882,276▲ $155,154
Liabilities
Grants Payable$2,184,971$3,387,753▲ $1,202,782
Accounts Payable and Accrued Expenses$9,190$68,154▲ $58,964
Total Liabilities$2,194,161$3,455,907▲ $1,261,746
Net Assets / Fund Balance
Permanently Rstr Net Assets$38,334,488$39,801,045▲ $1,466,557
Temporarily Rstr Net Assets$23,812,285$24,823,682▲ $1,011,397
Unrestricted Net Assets$21,967,766$20,731,180▼ $1,236,586
Total Net Assets Fund Balance$84,114,539$85,355,907▲ $1,241,368
Total Liabilities and Net Assets / Fund Balance$86,308,700$88,811,814▲ $2,503,114

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,683,126$3,818,643$8,501,769
Land$347,520-$347,520
Equipment$45,820$52,958$98,778
Other Land Buildings-$4,995$4,995

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$38,705,462$1,151,096▲ $2,261,832$204,655$40,509,781
2013$34,404,190$479,672▲ $5,641,403$222,652$38,705,462
2012$28,747,994$2,296,741▲ $4,640,676-$34,404,190
2011$45,768,975$180,458▼ $15,244,853-$28,747,994
2010$44,853,017$401,282▲ $4,205,304$889,088$45,768,975
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John GuidugliPres/CEOFT$147,972$7,570$155,542

Board Members and Trustees

NameTitle
Kathleen KlinkChair
Herman SandersVice Chair
Cindy ParrishTrustee
James K FittonTrustee
John KirschTrustee
Sara CarruthersTrustee
Scott HartfordTrustee
Steve TimmerTrustee
Thomas B RentschlerTrustee
Lee ParrishLegal Counse
Craig WilksSecretary
Heather LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,536,317
Program Service Revenue
$834,129
Investment Income
$2,131,132
Other Revenue
$0
All Other Contributions
$4,536,317
Change in Net Assets
$796,595

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,501,578
Revenue Not Reported on Form 990
$2,951,273
Total Revenue per Audited Statements
$10,452,851
Total Revenue per Form 990
$7,501,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,383,506
Other Expenses$1,701,199
Salaries, Compensation, and Employee Benefits$620,278
Total Fundraising Expense$161,137
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,890,729--$3,890,729
Fees for Service Investment Mgmnt Fees$834,129$233,213-$1,067,342
Grants to Domestic Individuals$492,777--$492,777
Other Salaries and Wages$208,074$124,844$83,229$416,147
Depreciation Depletion-$219,853-$219,853
Current Officers, Directors, Trustees, and Key Employees$77,771$46,663$31,108$155,542
Fees for Services Accounting$7,599$26,594$3,799$37,992
Payroll Taxes$18,526$11,116$7,411$37,053
Advertising$10,187$3,396$20,374$33,957
All Other Expenses$20,608$11,533$1,242$33,383
Occupancy$22,714$1,196-$23,910
Other Expenses$16,691$18,563$9,673$16,691
Insurance-$10,079-$10,079
Pension Plan Contributions$4,767$2,860$1,907$9,534
Fees for Services Other$1,071$7,461$533$9,065
Office Expenses$4,987$1,644-$6,631
Travel$2,755$1,653$1,102$5,510
Fees for Services Legal$716$2,510$359$3,585
Other Employee Benefits$1,001$601$400$2,002
Total Functional Expenses$5,817,163$726,683$161,137$6,704,983

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,211,483
Expenses per Audited Statements$6,704,983
Total Expenses per Form 990$6,704,983
Expenses Not Reported on Form 990$2,506,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Core FundHamilton, OH--$1,305,150
Fitton Center for Creative ArtsHamilton, OH--$548,000
Artspace IncHamilton, OH--$350,000
Great Miami Valley YmcaHamilton, OH--$218,166
Christ Church of GlendaleGlendale, OH--$109,500
City of HamiltonHamilton, OH--$108,732
Antioch CollegeYellow Springs, OH--$100,000
Miami University HamiltonHamilton, OH--$86,500
The Center for Performing ArtsCarmel, IN--$80,000
Great Miami Rowing CenterHamilton, OH--$75,250
Neighborhood Housing of HamiltonHamilton, OH--$73,238
Presbyterian ChurchHamilton, OH--$65,298
Hamilton Parks ConservencyHamilton, OH--$65,000
Boys & Girls Club of HamiltonHamilton, OH--$60,750
Pyramid Hill Sculpture Park & MuseuHamilton, OH--$46,400
Hamilton City SchoolsHamilton, OH--$46,313
3cdc-cincinnati Center City DevelCincinnati, OH--$33,000
Emergency Money FundHamilton, OH--$32,300
Historic HamiltonHamilton, OH--$30,100
Hamilton-fairfield SymphonyHamilton, OH--$28,550
Flying Horse FarmsGilead, OH--$25,000
Shp Leading DesignCincinnati, OH--$21,950
Badin High SchoolHamilton, OH--$20,500
Bridgeport ElementaryHamilton, OH--$20,132
USA Share & Fabric StructuresDallas, TX--$19,744
Butler County Challenger BaseballFairfield, OH--$17,900
Greenwood Cemetary AssociationHamilton, OH--$17,367
Trinity Episcopal ChurchHamilton, OH--$17,000
Women in Film & VideoWashington, DC--$16,000
Operation PumpkinHamilton, OH--$15,000
Shared Harvest FoodbankFairfield, OH--$14,250
ST PETER'S IN CHAINS SCHOOLHamilton, OH--$13,388
Center for Family SolutionsHamilton, OH--$13,000
ChristkindlmarktHamilton, OH--$13,000
Good Shepherd Catholic ChurchDenver, CO--$12,000
Hamilton Ohio City ScuptureHamilton, OH--$11,500
Hamilton Living Water MinistryHamilton, OH--$10,748
Cancer Family CareCincinnati, OH--$10,000
Companions on a JourneyWest Chester, OH--$10,000
In NetworkHudsonville, MI--$10,000
Miami University FoundationOxford, OH--$10,000
Ocean Reef Cultural CenterKey Largo, FL--$10,000
Lima Community FoundationLima, OH--$8,669
St Julie Billiart ParishHamilton, OH--$8,000
Junior Achievement of OkiCincinnati, OH--$7,750
Fairfield Community FoundationFairfield, OH--$7,500
First United Methodist ChurchHamilton, OH--$7,350
College Corner Fire DeptCollege Corner, OH--$7,250
Ywca of HamiltonHamilton, OH--$6,700
Lifespan IncHamilton, OH--$6,576
Antique and Classic Car ClubHamilton, OH--$6,000
Ocean Reef FoundationKey Largo, FL--$6,000
St Vincent Depaul SocietyHamilton, OH--$6,000
Butler County Educational ServiceHamilton, OH--$5,950
Saint Clair Twp Fire DeptHamilton, OH--$5,700
Butler County United WayHamilton, OH--$5,500
Big Brother & Big Sisters of ButlerHamilton, OH--$5,058
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
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
No
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, Page 6, Part VI, Line 11B

“President/ceo, v.p. Of finance, treasurer/chair of the audit committee review the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“An annual disclosure statement must be signed. The board reviews new situations in light of the policies.”

Form 990, Page 6, Part VI, Line 15A

“The board reviews the compensation package and sets goals for the year. The board uses comparability data and national surveys.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Hamilton Community Foundation
EIN
31-6038277
Phone
5138631389
Address
319 N THIRD STREET, HAMILTON, OH 45011

Signing Officer

Name
John Guidugli
Title
President/CEO
Phone
5138631389
Signed
2015-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Guidugli
Formed
1951
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
80

Preparer

Firm
Stephenson and Warner Inc Cpas
Address
1502 UNIVERSITY BLVD STE E, HAMILTON, OH 45011-3300
Preparer
Larry F Warner CPA
Phone
5138688600
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The volunteers serve in the foundation's committees.”

Form 990, Part XI, Line 9

“Increase (decrease) in csv of life insurance 8,139 grants payable accruals -2,253,300”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Increase (decrease) in csv of life insurance 8,139”

Schedule D, Page 4, Part XII, Line 2D

“Grants payable accruals 2,253,300”

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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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,811,814
Liabilities
$3,455,907
Net assets
$85,355,907
Revenue
$7,501,578
Expenses
$6,704,983
Net income
$796,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$167$14.8$153$31.6$11.8$19.7
2023Detailed filing. Detailed filing data is available for this year.$147$13.9$133$14.5$11.1$3.32
2022Detailed filing. Detailed filing data is available for this year.$134$14.2$120$18.0$8.36$9.63
2021Detailed filing. Detailed filing data is available for this year.$146$13.7$132$25.5$7.58$18.0
2020Detailed filing. Detailed filing data is available for this year.$112$4.82$107$6.00$7.29$1.29
2019Detailed filing. Detailed filing data is available for this year.$101$2.36$98.4$8.16$5.46$2.69
2018Detailed filing. Detailed filing data is available for this year.$86.4$2.06$84.3$7.40$5.83$1.56
2017Detailed filing. Detailed filing data is available for this year.$92.4$2.30$90.1$5.86$7.06$1.20
2016Detailed filing. Detailed filing data is available for this year.$85.6$2.53$83.1$10.4$11.1$0.77
2015Detailed filing. Detailed filing data is available for this year.$85.6$2.18$83.4$15.5$10.8$4.74
2014Detailed filing. Detailed filing data is available for this year.$88.8$3.46$85.4$7.50$6.70$0.80
2014Detailed filing. Detailed filing data is available for this year.$88.8$3.46$85.4$7.50$6.70$0.80
2013Detailed filing. Detailed filing data is available for this year.$86.3$2.19$84.1$9.78$6.85$2.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.2$2.35$73.8$7.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.0$1.70$67.3$6.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.3$2.06$69.2$6.60