Civic Intelligence

Coshocton Foundation

990 • Fiscal year 2015 • EIN 31-6064567

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 11, 2016

Organization ProfileWWW.COSHOCTONFOUNDATION.ORG
220 S 4th Street PO Box 55Coshocton, OH 43812

(740) 622-0010

Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.06x

Higher debt load relative to revenue than 13% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

7th percentile

$39,423

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

165%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$31,490,627

Up $369,684 (+1.2%) from 2014

Net Assets

Up

$31,239,776

Up $312,674 (+1.0%) from 2014

Liabilities

Up

$250,851

Up $57,010 (+29%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$4,185,939

Up $2,605,051 (+165%) from 2014

Expenses

Up

$1,216,673

Up $152,323 (+14%) from 2014

Net Income

Up

$2,969,266

Up $2,452,728 (+475%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$60M$40M$20M$0Assets 2014: $31,120,943Liabilities 2014: $193,841Net Assets 2014: $30,927,1022014Assets 2015: $31,490,627Liabilities 2015: $250,851Net Assets 2015: $31,239,7762015Assets 2016: $32,248,862Liabilities 2016: $243,113Net Assets 2016: $32,005,7492016Assets 2018: $37,350,288Liabilities 2018: $435,611Net Assets 2018: $36,914,6772018Assets 2021: $49,017,547Liabilities 2021: $2,191,255Net Assets 2021: $46,826,2922021Assets 2022: $40,717,869Liabilities 2022: $1,646,790Net Assets 2022: $39,071,0792022Assets 2025: $50,022,431Liabilities 2025: $2,102,445Net Assets 2025: $47,919,9862025

Highlighted filing

2015

Assets$31,490,627
Liabilities$250,851
Net Assets$31,239,776
Open 2015 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1,580,888Expenses 2014: $1,064,350Net Income 2014: $516,5382014Revenue 2015: $4,185,939Expenses 2015: $1,216,673Net Income 2015: $2,969,2662015Revenue 2016: $1,740,452Expenses 2016: $1,453,608Net Income 2016: $286,8442016Revenue 2018: $2,368,398Expenses 2018: $1,355,577Net Income 2018: $1,012,8212018Revenue 2021: $2,953,359Expenses 2021: $4,026,898Net Income 2021: -$1,073,5392021Revenue 2022: $5,772,965Expenses 2022: $1,734,462Net Income 2022: $4,038,5032022Revenue 2025: $2,719,818Expenses 2025: $2,223,811Net Income 2025: $496,0072025

Highlighted filing

2015

Revenue$4,185,939
Expenses$1,216,673
Net Income$2,969,266
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$4,185,939
Mission and Program Overview

Mission

COMMUNITY FOUNDATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,141,715$27,310,762▼ $2,830,953
Pledges and Grants Receivable$165,428$2,700,000▲ $2,534,572
Investments Other Securities$383,416$864,327▲ $480,911
Land, Buildings, and Equipment, Net$314,117$304,574▼ $9,543
Cash and Non-Interest-Bearing Accounts-$303,048-
Savings and Temporary Cash Investments$116,267$7,916▼ $108,351
Total Assets$31,120,943$31,490,627▲ $369,684
Liabilities
Grants Payable$190,483$247,324▲ $56,841
Accounts Payable and Accrued Expenses$3,358$3,527▲ $169
Total Liabilities$193,841$250,851▲ $57,010
Net Assets / Fund Balance
Temporarily Rstr Net Assets$21,413,736$22,461,560▲ $1,047,824
Unrestricted Net Assets$8,511,341$7,776,191▼ $735,150
Permanently Rstr Net Assets$1,002,025$1,002,025→ $0
Total Net Assets Fund Balance$30,927,102$31,239,776▲ $312,674
Total Liabilities and Net Assets / Fund Balance$31,120,943$31,490,627▲ $369,684

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$205,460$280,287-
Other Land Buildings-$7,678-
Land$84,145--
Equipment$14,969$105,195-
Other Securities$864,327--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,002,025---$1,002,025
2013$1,002,025---$1,002,025
2012$1,002,025---$1,002,025
2011$1,002,025---$1,002,025
2010$1,002,025---$1,002,025
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W PellTreasurerFT$39,423$39,423
Kathleen ThompsonFormer TreasurerFT$14,203$14,203

Board Members and Trustees

NameTitle
Barbara Brooks EmmonsTrustee
Bruce WallaceTrustee
Sally BullensTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,208,328
Program Service Revenue
$0
Investment Income
$977,611
Other Revenue
$0
All Other Contributions
$3,208,328
Change in Net Assets
$2,969,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,185,939
Revenue Not Reported on Form 990
$-2,656,592
Total Revenue per Audited Statements
$1,529,347
Total Revenue per Form 990
$4,185,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$944,365
Salaries, Compensation, and Employee Benefits$144,427
Other Expenses$127,881
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$944,365--$944,365
Other Salaries and Wages-$78,436-$78,436
Current Officers, Directors, Trustees, and Key Employees-$55,626-$55,626
All Other Expenses-$31,253-$31,253
Depreciation Depletion-$14,961-$14,961
Fees for Services Accounting-$14,325-$14,325
Fees for Services Other-$11,456-$11,456
Payroll Taxes-$10,365-$10,365
Conferences and Meetings-$9,682-$9,682
Fees for Services Legal-$7,854-$7,854
Insurance-$7,556-$7,556
Office Expenses-$4,367-$4,367
Other Expenses-$3,690-$3,690
Advertising-$1,123-$1,123
Travel-$781-$781
Total Functional Expenses$944,365$272,308$0$1,216,673

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,216,673
Total Expenses per Audited Statements$1,216,673
Total Expenses per Form 990$1,216,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Coshocton Cherokees Baseball ICoshocton, OH501c3-$71,000
Central Ohio Technical CollegeNewark, OHSchool-$64,000
Trinity Episcopal ChurchCoshocton, OHChurch-$50,000
Coshocton Unified BoostersCoshocton, OH501c3-$45,000
Coshocton City Park DistrictCoshocton, OH170c1-$40,000
Muskingum Valley Coucil BsaZanesville, OH501c3-$31,935
The Presbyterian ChurchCoshocton, OHChurch-$29,975
Pomerene Center for the ArtsCoshocton, OH501c3-$29,970
Coshocton Opportunity SchoolCoshocton, OHSchool-$28,500
The Ohio State UniversityColumbus, OHSchool-$26,950
Montessori Preschool of CoshoctonCoshocton, OH501c3-$25,000
Our Town CoshoctonCoshocton, OH501c3-$25,000
Kent State UniversityKent, OHSchool-$21,700
Coshocton County Materbak and ChildCoshocton, OHGovernmnet-$20,000
United Way of CoshoctonCoshocton, OH501c3-$14,700
Coshocton County Sheriffs DepartmenCoshocton, OHGovernment-$14,000
Dollars for ScholarsCoshocton, OH501c3-$13,505
Invent Now IncNorth Canton, OH501c3-$13,000
Kids America IncCoshocton, OH501c3-$13,000
Coshocton City SchoolsCoshocton, OHSchool-$12,279
Riverview Local School DistricWarsaw, OHSchool-$12,040
Otterbein UniversityWesterville, OH501c3-$11,000
Coshocton Community Housing IncCoshocton, OH501c3-$10,000
Echoing Hills VillageWarsaw, OH501c3-$10,000
Muskingum UniversityNew Concord, OH501c3-$9,880
Riverview AthleticWarsaw, OH501c3-$9,787
Ohio UniversityAthens, OHSchool-$9,500
Muskingum Valley Educational SZanesville, OHSchool-$8,250
Riverview Community ParkWarsaw, OH501c3-$8,000
Ohio Humanities CouncilColumbus, OH501c3-$7,500
Taylor UniversityUpland, IN501c3-$7,500
Rising Tide AquaticCoshocton, OH501c3-$7,065
Theil CollegeGreenville, PA501c3-$7,000
Walhonding Valley Historical SocietWarsaw, OH501c3-$7,000
University of CinicinnatiCincinnati, OHSchool-$6,750
New York UniversityNew York, NY501c3-$6,200
Firt Step Fvis IncCoshocton, OH501c3-$6,050
Junior AchievementAkron, OH501c3-$5,995
Ashland UniversityAshland, OH501c3-$5,800
Cosh Co Youth LeadershipCoshocton, OH501c3-$5,326
Health Services of CoshoctonCoshocton, OH501c3-$5,128
Coshocton Co Community BandCoshocton, OH501c3-$5,029
Bowling Green UniversityBowling Green, OHSchool-$5,000
Society of St Vincent De PaulCoshocton, OH501c3-$5,000
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
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 governing body review Part VI line 11

“The organization reviews the 990 at their monthly boardmeeting,in addition, executive director reviews 990 with the board of trustees.”

Conflict of interest policy compliance Part VI line 12C

“The organization requires all board members and committee members to annually disclose and sign conflict of interest policy. In addition, it is communicated to these individuals that any changes prior to the annual review should be communicated to the director as well as the board of trustees.”

CEO executive director top management comp Part VI line 15A

“Board of trustees review all pertinent data and perform an evaluation of performance.”

Governing documents etc available to public Part VI line 19

“An annual audited financial statement is prepared and distributed throughout the community. In addition, an annual community meeting is held in which audited financial results are presented with opportunity for questions. All other documenta are presented upon request.”

Filing and Contact Details

Filer

Filer Name
The Coshocton Foundation
EIN
31-6064567
Address
220 S 4TH STREET PO BOX 55, COSHOCTON, OH 43812

Signing Officer

Name
Robert W Pell
Title
Treasurer
Phone
7406220010
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Pell
Formed
1966
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
5

Preparer

Firm
Bradford and Associates LLC
Address
PO Box 1075, Coshocton, OH 43812
Preparer
Jason R Bradford CPA
Phone
7406223347
Raw XML AppendixShowing 400 of 759 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03358
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03527
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COMMUNITY FOUNDATION
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01123
IRS990/AdvertisingGrp/TotalAmt01123
IRS990/AllOtherContributionsAmt03208328
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt031253
IRS990/AllOtherExpensesGrp/TotalAmt031253
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ROBERT W PELL
IRS990/BooksInCareOfDetail/PhoneNum07406220010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0220 S 4TH STREET PO BOX 55
IRS990/BooksInCareOfDetail/USAddress/CityNm0COSHOCTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043812
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt0303048
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt055626
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt055626
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09682
IRS990/ConferencesMeetingsGrp/TotalAmt09682
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03208328
IRS990/CYGrantsAndSimilarPaidAmt0944365
IRS990/CYInvestmentIncomeAmt0977611
IRS990/CYOtherExpensesAmt0127881
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02969266
IRS990/CYSalariesCompEmpBnftPaidAmt0144427
IRS990/CYTotalExpensesAmt01216673
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04185939
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt014961
IRS990/DepreciationDepletionGrp/TotalAmt014961
IRS990/Desc0GRANTS MADE FROM UNRESTRICTED FUND WERE: 267,537 GRANTS MADE FROM TEMP RESTRICTED FUNDS WERE: 386,013SCHOLARSHIPS AWARDED WERE: 221,962
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0875512
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014325
IRS990/FeesForServicesAccountingGrp/TotalAmt014325
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07854
IRS990/FeesForServicesLegalGrp/TotalAmt07854
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011456
IRS990/FeesForServicesOtherGrp/TotalAmt011456
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHLEEN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm1SALLY BULLENS
IRS990/Form990PartVIISectionAGrp/PersonNm2BRUCE WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm3BARBARA BROOKS EMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT W PELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt439423
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsPayableGrp/BOYAmt0190483
IRS990/GrantsPayableGrp/EOYAmt0247324
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0944365
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0944365
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04185939
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07556
IRS990/InsuranceGrp/TotalAmt07556
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0977611
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0977611
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0383416
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0864327
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030141715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027310762
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0393160
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0314117
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0304574
IRS990/LandBldgEquipCostOrOtherBssAmt0697734
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COMMUNITY FOUNDATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt030927102
IRS990/NetAssetsOrFundBalancesEOYAmt031239776
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2656592
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04367
IRS990/OfficeExpensesGrp/TotalAmt04367
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ALUMNI AND LEADERSHIP
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2UTILITIES & PHONE
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29764
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33690
IRS990/OtherExpensesGrp/TotalAmt04433
IRS990/OtherExpensesGrp/TotalAmt16636
IRS990/OtherExpensesGrp/TotalAmt29764
IRS990/OtherExpensesGrp/TotalAmt33690
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt078436
IRS990/OtherSalariesAndWagesGrp/TotalAmt078436
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010365
IRS990/PayrollTaxesGrp/TotalAmt010365
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01002025
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01002025
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0165428
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02700000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT W PELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0EXPENSE RELATES TO ALLOCATED COSTS TO PROGRAM SERVICES AND IN ADDITION SUPPORTING ACTIVITIES RELATED TO YOUTH AND ADULT LEADERSHIP.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041553
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF THE LEADERSHIP PROGRAM, EDUCATING COMMUNITY MEMBERS LEADERSHIP QUALITIES AND HOW TO UTILIZE THE RESOURCES OF THE COMMUNITY FOR IMPROVEMENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt026700
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT OF THE YOUTH FOUNDATION PROGRAM, TEACHING LOCAL YOUTH THE VALUE OF PARTICIPATING IN PHILANTHROPIC ACTIVITY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0600
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0878893
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0805043
IRS990/PYInvestmentIncomeAmt0701995
IRS990/PYOtherExpensesAmt0127366
IRS990/PYRevenuesLessExpensesAmt0516538
IRS990/PYSalariesCompEmpBnftPaidAmt0131941
IRS990/PYTotalExpensesAmt01064350
IRS990/PYTotalRevenueAmt01580888
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02969266
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0116267
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07916
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YEAR: 2015NAME: ESTATE OF CHARLIE BECHTOLAMOUNT OF GRANT: 2,700,000DURING THE YEAR THE FOUNDATION WAS BEQUESTED AN ESTIMATED 2,700,000 FROM THE ESTATE OF CHARLIE BECHTOL. THE ESTIMATED ANOUNT HAS BEEN INCLUDED IN THE AUDTIED FINICIALS AND THIS YEARS TAX RETURN.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Unusual grants Part II or Part III line 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0508327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0866802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0448458
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0538158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0679797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03041542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0977611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0701995
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0834253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0777699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0634636
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03926194
IRS990ScheduleA/PublicSupportCY170Pct00.43650
IRS990ScheduleA/PublicSupportPY170Pct00.46000
IRS990ScheduleA/PublicSupportTotal170Amt03041542
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0508327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0866802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0448458
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0538158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0679797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03041542
IRS990ScheduleA/TotalSupportAmt06967736
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0205460
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0280287
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0485747
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01002025
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01002025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01002025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01002025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01002025
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01002025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01002025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01002025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01002025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01002025
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0143
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt014969
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0105195
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0120164
IRS990ScheduleD/ExpensesSubtotalAmt01216673
IRS990ScheduleD/LandGrp/BookValueAmt084145
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt084145
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2656592
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07678
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt07678
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0864327
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BROKERAGE DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-2656592
IRS990ScheduleD/RevenueSubtotalAmt04185939
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0304574
IRS990ScheduleD/TotalBookValueSecuritiesAmt0864327
IRS990ScheduleD/TotalExpensesPerForm990Amt01216673
IRS990ScheduleD/TotalRevenuePerForm990Amt04185939
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01529347
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01216673
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09500
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt312279
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt55326
IRS990ScheduleI/RecipientTable/CashGrantAmt671000
IRS990ScheduleI/RecipientTable/CashGrantAmt77065
IRS990ScheduleI/RecipientTable/CashGrantAmt829975
IRS990ScheduleI/RecipientTable/CashGrantAmt964000
IRS990ScheduleI/RecipientTable/CashGrantAmt1029970
IRS990ScheduleI/RecipientTable/CashGrantAmt1128500
IRS990ScheduleI/RecipientTable/CashGrantAmt1226950
IRS990ScheduleI/RecipientTable/CashGrantAmt1325000
IRS990ScheduleI/RecipientTable/CashGrantAmt1413000
IRS990ScheduleI/RecipientTable/CashGrantAmt1512040
IRS990ScheduleI/RecipientTable/CashGrantAmt1625000
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt1814700
IRS990ScheduleI/RecipientTable/CashGrantAmt1931935
IRS990ScheduleI/RecipientTable/CashGrantAmt2021700
IRS990ScheduleI/RecipientTable/CashGrantAmt2114000
IRS990ScheduleI/RecipientTable/CashGrantAmt225800
IRS990ScheduleI/RecipientTable/CashGrantAmt2313505
IRS990ScheduleI/RecipientTable/CashGrantAmt245128
IRS990ScheduleI/RecipientTable/CashGrantAmt2513000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt2711000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt299880
IRS990ScheduleI/RecipientTable/CashGrantAmt308000
IRS990ScheduleI/RecipientTable/CashGrantAmt318250
IRS990ScheduleI/RecipientTable/CashGrantAmt329787
IRS990ScheduleI/RecipientTable/CashGrantAmt337500
IRS990ScheduleI/RecipientTable/CashGrantAmt345995
IRS990ScheduleI/RecipientTable/CashGrantAmt357500
IRS990ScheduleI/RecipientTable/CashGrantAmt367000
IRS990ScheduleI/RecipientTable/CashGrantAmt377000
IRS990ScheduleI/RecipientTable/CashGrantAmt386750
IRS990ScheduleI/RecipientTable/CashGrantAmt396200
IRS990ScheduleI/RecipientTable/CashGrantAmt406050
IRS990ScheduleI/RecipientTable/CashGrantAmt415029
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt435000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2CHURCH
IRS990ScheduleI/RecipientTable/IRCSectionDesc3SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc4170C1
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8CHURCH
IRS990ScheduleI/RecipientTable/IRCSectionDesc9SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc12SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17GOVERNMNET
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc20SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc21GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc31SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc33501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc34501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc35501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc36501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc37501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc38SCHOOL
IRS990ScheduleI/RecipientTable/IRCSectionDesc39501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc40501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc41501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc42SCHOOL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,490,627
Liabilities
$250,851
Net assets
$31,239,776
Revenue
$4,185,939
Expenses
$1,216,673
Net income
$2,969,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$2.10$47.9$2.72$2.22$0.50
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$1.65$39.1$5.77$1.73$4.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.0$2.19$46.8$2.95$4.03$1.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.44$36.9$2.37$1.36$1.01
2016Detailed filing. Detailed filing data is available for this year.$32.2$0.24$32.0$1.74$1.45$0.29
2015Detailed filing. Detailed filing data is available for this year.$31.5$0.25$31.2$4.19$1.22$2.97
2014Detailed filing. Detailed filing data is available for this year.$31.1$0.19$30.9$1.58$1.06$0.52