Civic Intelligence

The Portage Foundation

EIN 34-1176817 • 501(c)3 • Kent, OH

Profile

The mission of the portage foundation is to build a thriving and dynamic community for portage county. Acting as a "bridge" between donors and charitable activities, we strive to inspire philanthropy, build endowments, impact causes, and foster projects.

PO Box 623Kent, OH 44240

portagefoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.20x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

2.91x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

9.2%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,790,037

Up $632,771 (+8.8%) from 2023

Liabilities

Up

$1,536,232

Up $90,555 (+6.3%) from 2023

Net Assets

Up

$6,253,805

Up $542,216 (+9.5%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin84th percentile

Revenue

Down

$527,427

Down $163,705 (-24%) from 2023

Expenses

Down

$331,246

Down $325,642 (-50%) from 2023

Net Income

Up

$196,181

Up $161,937 (+473%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2014: $3,140,844Liabilities 2014: $14,361Net Assets 2014: $3,126,4832014Assets 2017: $5,326,553Liabilities 2017: $11,500Net Assets 2017: $5,315,0532017Assets 2019: $6,284,696Liabilities 2019: $529,609Net Assets 2019: $5,755,0872019Assets 2020: $7,163,837Liabilities 2020: $65,812Net Assets 2020: $7,098,0252020Assets 2021: $8,175,102Liabilities 2021: $1,793,591Net Assets 2021: $6,381,5112021Assets 2022: $6,528,359Liabilities 2022: $1,362,090Net Assets 2022: $5,166,2692022Assets 2023: $7,157,266Liabilities 2023: $1,445,677Net Assets 2023: $5,711,5892023Assets 2024: $7,790,037Liabilities 2024: $1,536,232Net Assets 2024: $6,253,8052024

Highlighted filing

2024

Assets$7,790,037
Liabilities$1,536,232
Net Assets$6,253,805
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $454,365Expenses 2014: $185,365Net Income 2014: $269,0002014Revenue 2017: $2,052,051Expenses 2017: $226,053Net Income 2017: $1,825,9982017Revenue 2019: $846,165Expenses 2019: $351,848Net Income 2019: $494,3172019Revenue 2020: $1,375,445Expenses 2020: $686,034Net Income 2020: $689,4112020Revenue 2021: $1,059,250Expenses 2021: $558,925Net Income 2021: $500,3252021Revenue 2022: $215,895Expenses 2022: $421,421Net Income 2022: -$205,5262022Revenue 2023: $691,132Expenses 2023: $656,888Net Income 2023: $34,2442023Revenue 2024: $527,427Expenses 2024: $331,246Net Income 2024: $196,1812024

Highlighted filing

2024

Revenue$527,427
Expenses$331,246
Net Income$196,181
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,790,037
Liabilities
$1,536,232
Net assets
$6,253,805
Revenue
$527,427
Expenses
$331,246
Net income
$196,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$1.54$6.25$0.53$0.33$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.16$1.45$5.71$0.69$0.66$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.53$1.36$5.17$0.22$0.42$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.18$1.79$6.38$1.06$0.56$0.50
2020Detailed filing. Detailed filing data is available for this year.$7.16$0.07$7.10$1.38$0.69$0.69
2019Detailed filing. Detailed filing data is available for this year.$6.28$0.53$5.76$0.85$0.35$0.49
2017Detailed filing. Detailed filing data is available for this year.$5.33$0.01$5.32$2.05$0.23$1.83
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.01$3.13$0.45$0.19$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$2,507,132
Mission and Program Overview

Mission

A COMMUNITY FOUNDATION

The mission of the portage foundation is to build a thriving and dynamic community for portage county. Acting as a "bridge" between donors and charitable activities, we strive to inspire philanthropy, build endowments, impact causes, and foster projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,779,170$7,723,231▲ $944,061
Cash and Non-Interest-Bearing Accounts$368,689$58,557▼ $310,132
Land, Buildings, and Equipment, Net$9,407$8,249▼ $1,158
Total Assets$7,157,266$7,790,037▲ $632,771
Liabilities
Other Liabilities$1,445,677$1,536,232▲ $90,555
Total Liabilities$1,445,677$1,536,232▲ $90,555
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,188,005$6,189,066▲ $1,001,061
Net Assets Without Donor Restrictions$523,584$64,739▼ $458,845
Total Net Assets Fund Balance$5,711,589$6,253,805▲ $542,216
Total Liabilities and Net Assets / Fund Balance$7,157,266$7,790,037▲ $632,771

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,249$3,647-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,044,670$557,950▲ $639,238$203,941$6,013,688
2023$4,676,810$371,018▲ $728,618$731,776$5,044,670
2022$5,939,163$118,855▼ $1,012,275$329,481$4,676,810
2021$4,996,168$507,270▲ $693,157$205,932$5,939,163
2020$3,614,097$1,063,644▲ $596,178$152,155$4,996,168
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Janice Simmons-mortimerExecutive DirectorPT$48,760$48,760
Mary Anne ZemanOperations ManagerPT$30,785$30,785
Heidi JohnsonCommunity Engagement ManagerPT$22,823$22,823

Board Members and Trustees

NameTitle
Lissa BarryGrants Chair
Debbie SmeilesPast President
Kamelia FisherPresident
Eric DeckerVice President
Anne JorgensenTrustee
Mark WeismanTrustee
Steve FisherInvestment & Finance
Beth PadisakSecretary
Linda ZuccaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$162,303
Program Service Revenue
$0
Investment Income
$365,124
Other Revenue
$0
All Other Contributions
$162,303
Change in Net Assets
$196,181

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$110,946Stock Market Value
Total Noncash Contributions3$110,946-

Audited Revenue Reconciliation

Revenue per Audited Statements
$491,429
Revenue Not Reported on Financial Statements
$35,998
Revenue Not Reported on Form 990
$365,745
Total Revenue per Audited Statements
$857,174
Total Revenue per Form 990
$527,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,789
Salaries, Compensation, and Employee Benefits$110,625
Other Expenses$84,832
Total Fundraising Expense$50,707
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$34,265$34,265$34,265$102,795
Grants to Domestic Orgs$93,289--$93,289
Grants to Domestic Individuals$42,500--$42,500
Fees for Service Investment Mgmnt Fees-$35,998-$35,998
Occupancy$8,466$4,295$8,789$21,550
Fees for Services Accounting-$13,766-$13,766
Office Expenses$969$7,506$5,043$13,518
Payroll Taxes$2,610$2,610$2,610$7,830
Total Functional Expenses$182,099$98,440$50,707$331,246

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$331,246
Total Expenses per Audited Statements$314,958
Expenses per Audited Statements$295,248
Expenses Not Reported on Financial Statements$35,998
Expenses Not Reported on Form 990$19,710
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aurora Community Relief ProgramAurora, OH501(c)3General Use$10,000
Tree City CatsKent, OH501(c)3General Use$10,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$1,536,232
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 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Board of directors reviews 990 before filing.”

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

“Conflict of interest policy disclosure statements are completed annually and signed to ensure monitoring of any conflicts.”

Form 990, Part VI, Section C, Line 19

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Portage Foundation
EIN
34-1176817
Phone
3304708950
Address
PO BOX 623, KENT, OH 44240

Signing Officer

Name
Janice Simmons-mortimer
Title
Executive Director
Phone
3304708950
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Simmons-mortimer
Formed
1975
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
14

Preparer

Firm
Barnes Wendling Cpas Inc
Address
5050 WATERFORD DRIVE, SHEFFIELD VILLAGE, OH 44035
Preparer
Laurie a Gatten CPA
Phone
4409343850
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation complies with the requirements of internal revenue for exemption from income tax code section 501(c)(3). However, the internal revenue service does require a tax be paid on certain lobbying expenditures and unrelated business income tax. The foundation evaluates at each balance sheet date uncertain tax positions taken, if any, to determine the need to record liabilities for taxes, penalties, and interest. Management evaluated and concluded there were no material uncertain tax positions requiring recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 499 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.

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IRS990/InvestmentsPubTradedSecGrp/BOYAmt06779170
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07723231
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03647
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09407
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08249
IRS990/LandBldgEquipCostOrOtherBssAmt011896
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01979705
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PORTAGE FOUNDATION INSPIRES, IMPACTS, AND ENGAGES THE PORTAGE COUNTY COMMUNITY BY ENSURING PATHWAYS OF ENDURING SUPPORT TO MEET LOCAL NEEDS. WE ARE COMMITTED TO INTEGRITY AND ACCOUNTABILITY IN CONNECTING DONORS WITH RECIPIENTS, FOSTERING MEANINGFUL GIVING THAT STRENGTHENS OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05711589
IRS990/NetAssetsOrFundBalancesEOYAmt06253805
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0176957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0176957
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0346035
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0523584
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt064739
IRS990/NoncashContributionsAmt0110946
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08789
IRS990/OccupancyGrp/ManagementAndGeneralAmt04295
IRS990/OccupancyGrp/ProgramServicesAmt08466
IRS990/OccupancyGrp/TotalAmt021550
IRS990/OfficeExpensesGrp/FundraisingAmt05043
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07506
IRS990/OfficeExpensesGrp/ProgramServicesAmt0969
IRS990/OfficeExpensesGrp/TotalAmt013518
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01445677
IRS990/OtherLiabilitiesGrp/EOYAmt01536232
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02610
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02610
IRS990/PayrollTaxesGrp/ProgramServicesAmt02610
IRS990/PayrollTaxesGrp/TotalAmt07830
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANICE SIMMONS-MORTIMER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY GRANTMAKINGTHE PORTAGE FOUNDATION IS COMMITTED TO ACCOUNTABILITY AND EXCELLENCE IN SUPPORTING LOCAL COMMUNITIES, PARTNER ORGANIZATIONS, AND DONORS. THROUGH A COMPREHENSIVE GRANTMAKING PROGRAM, THE FOUNDATION FUNDS A WIDE RANGE OF NONPROFIT ORGANIZATIONS, ALLOCATING DISCRETIONARY GRANTS THROUGH OPEN AND COMPETITIVE APPLICATION CYCLES. GRANT PRIORITIES ARE GUIDED BY IDENTIFIED COMMUNITY NEEDS AND SERVICE GAPS TO ENSURE MEANINGFUL IMPACT. IN ADDITION, THE FOUNDATION ENGAGES DONORS AND FUNDING PARTNERS TO CO-INVEST IN BOTH GRANT AND SCHOLARSHIP OPPORTUNITIES. OUR SCHOLARSHIP PROGRAM GRANTED MORE THAN 40 AWARDS TO SUPPORT STUDENTS OF ALL AGES. ALL GRANTS ARE SUBJECT TO THOROUGH DUE DILIGENCE TO CONFIRM PROPER USE OF FUNDS AND TO EVALUATE THE OUTCOMES OF OUR INVESTMENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0PORTAGE COUNTY DISASTER RELIEF FUNDTHE PORTAGE FOUNDATION, IN PARTNERSHIP WITH THE PORTAGE COUNTY EMERGENCY MANAGEMENT AGENCY, ESTABLISHED THE PORTAGE COUNTY DISASTER RELIEF FUND TO PROVIDE A TRUSTED VEHICLE FOR COLLECTING AND DISTRIBUTING DONATIONS DURING TIMES OF TRAGEDY OR NATURAL DISASTER. THE FUND WAS ACTIVATED IN THE SPRING OF 2024 IN RESPONSE TO A LOCAL TORNADO, ENABLING DIRECT GRANT SUPPORT TO AFFECTED VICTIMS. THIS INITIATIVE REFLECTS THE FOUNDATION'S ROLE AS A PATHWAY FOR MOBILIZING COMMUNITY SUPPORT IN TIMES OF URGENT NEED.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0404781
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0447206
IRS990/PYInvestmentIncomeAmt0286351
IRS990/PYOtherExpensesAmt090627
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt034244
IRS990/PYSalariesCompEmpBnftPaidAmt0119055
IRS990/PYTotalExpensesAmt0656888
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0691132
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0196181
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0162303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0404781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0191805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0666522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01324056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02749467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0188167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0162240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt099647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0363543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051389
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0864986
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69730
IRS990ScheduleA/PublicSupportPY170Pct00.77070
IRS990ScheduleA/PublicSupportTotal170Amt02520331
IRS990ScheduleA/SubstantialContributorsTotAmt0229136
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0162303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0404781
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0666522
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01324056
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02749467
IRS990ScheduleA/TotalSupportAmt03614453
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00895
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05044670
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0557950
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06013688
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt024229
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0639238
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0203941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04676810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0371018
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05044670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0728618
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0731776
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05939163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0118855
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04676810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt039452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1012275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0329481
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04996168
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0507270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05939163
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt051500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0693157
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0205932
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03614097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01063644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04996168
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125596
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0596178
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0152155
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt019710
IRS990ScheduleD/DonatedServicesUseFcltsAmt019710
IRS990ScheduleD/DonorAdvisedFundsContriAmt040368
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt055557
IRS990ScheduleD/DonorAdvisedFundsHeldCnt037
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt03881709
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt08249
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03647
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt011896
IRS990ScheduleD/ExpensesNotReportedAmt019710
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035998
IRS990ScheduleD/ExpensesSubtotalAmt0295248
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt035998
IRS990ScheduleD/InvestmentExpensesNotIncldAmt035998
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0346035
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01536232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99105
IRS990ScheduleD/RevenueNotReportedAmt0365745
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt035998
IRS990ScheduleD/RevenueSubtotalAmt0491429
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION COMPLIES WITH THE REQUIREMENTS OF INTERNAL REVENUE FOR EXEMPTION FROM INCOME TAX CODE SECTION 501(C)(3). HOWEVER, THE INTERNAL REVENUE SERVICE DOES REQUIRE A TAX BE PAID ON CERTAIN LOBBYING EXPENDITURES AND UNRELATED BUSINESS INCOME TAX. THE FOUNDATION EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. MANAGEMENT EVALUATED AND CONCLUDED THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08249
IRS990ScheduleD/TotalExpensesPerForm990Amt0331246
IRS990ScheduleD/TotalLiabilityAmt01536232
IRS990ScheduleD/TotalRevenuePerForm990Amt0527427
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0857174
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0314958
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt042500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt040
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL USE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL USE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AURORA COMMUNITY RELIEF PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TREE CITY CATS
IRS990ScheduleI/RecipientTable/RecipientEIN0670143620
IRS990ScheduleI/RecipientTable/RecipientEIN1874414324
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0146 S CHILLICOTHE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1135 FOREST DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AURORA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KENT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044202

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