Civic Intelligence

Community West Foundation

990 • Fiscal year 2021 • EIN 34-1456398

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 18, 2022

Organization ProfileWWW.COMMUNITYWESTFOUNDATION.ORG
800 SHARON DRIVE suite cWestlake, OH 44145

(440) 360-7370

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.20x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

2.03x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$247,705

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

51st percentile

12%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

68%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$167,698,411

Up $17,622,924 (+12%) from 2020

Net Assets

Up

$134,177,561

Up $14,587,495 (+12%) from 2020

Liabilities

Up

$33,520,850

Up $3,035,429 (+10.0%) from 2020

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin91st percentile

Revenue

Up

$16,551,362

Up $6,677,097 (+68%) from 2020

Expenses

Up

$6,949,669

Up $265,042 (+4.0%) from 2020

Net Income

Up

$9,601,693

Up $6,412,055 (+201%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$200M$150M$100M$50M$0Assets 2010: $76,846,282Liabilities 2010: $12,220,943Net Assets 2010: $64,625,3392010Assets 2011: $80,694,147Liabilities 2011: $12,025,461Net Assets 2011: $68,668,6862011Assets 2012: $90,106,903Liabilities 2012: $14,211,022Net Assets 2012: $75,895,8812012Assets 2013: $103,555,410Liabilities 2013: $13,571,274Net Assets 2013: $89,984,1362013Assets 2014: $105,054,180Liabilities 2014: $12,574,505Net Assets 2014: $92,479,6752014Assets 2015: $100,830,612Liabilities 2015: $13,794,897Net Assets 2015: $87,035,7152015Assets 2016: $99,830,327Liabilities 2016: $17,028,922Net Assets 2016: $82,801,4052016Assets 2017: $120,481,739Liabilities 2017: $25,427,702Net Assets 2017: $95,054,0372017Assets 2018: $109,397,221Liabilities 2018: $24,097,808Net Assets 2018: $85,299,4132018Assets 2019: $132,110,091Liabilities 2019: $28,701,476Net Assets 2019: $103,408,6152019Assets 2020: $150,075,487Liabilities 2020: $30,485,421Net Assets 2020: $119,590,0662020Assets 2021: $167,698,411Liabilities 2021: $33,520,850Net Assets 2021: $134,177,5612021Assets 2022: $135,086,082Liabilities 2022: $29,475,963Net Assets 2022: $105,610,1192022Assets 2023: $156,706,579Liabilities 2023: $33,193,075Net Assets 2023: $123,513,5042023Assets 2024: $170,880,412Liabilities 2024: $35,932,516Net Assets 2024: $134,947,8962024

Highlighted filing

2021

Assets$167,698,411
Liabilities$33,520,850
Net Assets$134,177,561
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

$20M$10M$0-$10MExpenses 2010: $3,453,4012010Expenses 2011: $4,971,2832011Expenses 2012: $3,909,6292012Revenue 2013: $11,523,192Expenses 2013: $4,378,911Net Income 2013: $7,144,2812013Revenue 2014: $8,813,010Expenses 2014: $5,064,367Net Income 2014: $3,748,6432014Revenue 2015: $6,117,361Expenses 2015: $5,849,010Net Income 2015: $268,3512015Revenue 2016: $6,163,433Expenses 2016: $10,106,980Net Income 2016: -$3,943,5472016Revenue 2017: $8,909,308Expenses 2017: $4,913,829Net Income 2017: $3,995,4792017Revenue 2018: $8,424,804Expenses 2018: $5,247,342Net Income 2018: $3,177,4622018Revenue 2019: $9,873,185Expenses 2019: $6,550,576Net Income 2019: $3,322,6092019Revenue 2020: $9,874,265Expenses 2020: $6,684,627Net Income 2020: $3,189,6382020Revenue 2021: $16,551,362Expenses 2021: $6,949,669Net Income 2021: $9,601,6932021Revenue 2022: $9,529,436Expenses 2022: $8,754,048Net Income 2022: $775,3882022Revenue 2023: $10,268,164Expenses 2023: $8,149,947Net Income 2023: $2,118,2172023Revenue 2024: $14,311,488Expenses 2024: $8,591,325Net Income 2024: $5,720,1632024

Highlighted filing

2021

Revenue$16,551,362
Expenses$6,949,669
Net Income$9,601,693
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 18, 2022
Return Version
2021v4.2
Gross Receipts
$26,047,507
Mission and Program Overview

Mission

The mission of the community west foundation is to advance the health and well being of our community.

To advance the health and well being of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$149,128,132$165,684,632▲ $16,556,500
Savings and Temporary Cash Investments$509,062$1,479,634▲ $970,572
Cash and Non-Interest-Bearing Accounts$366,392$378,570▲ $12,178
Land, Buildings, and Equipment, Net$27,199$140,619▲ $113,420
Prepaid Expenses and Deferred Charges$44,702$14,956▼ $29,746
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$150,075,487$167,698,411▲ $17,622,924
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$30,190,908$33,233,239▲ $3,042,331
Accounts Payable and Accrued Expenses$282,013$287,611▲ $5,598
Grants Payable$12,500$0▼ $12,500
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$30,485,421$33,520,850▲ $3,035,429
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,482,618$125,406,947▲ $13,924,329
Net Assets With Donor Restrictions$8,107,448$8,770,614▲ $663,166
Total Net Assets Fund Balance$119,590,066$134,177,561▲ $14,587,495
Total Liabilities and Net Assets / Fund Balance$150,075,487$167,698,411▲ $17,622,924

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$134,447$27,369$161,816
Equipment$2,370$33,763$36,133
Leasehold Improvements$3,802$423$4,225

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,318,290-▲ $160,058-$4,420,503
2020$4,156,599-▲ $207,099-$4,318,290
2019$4,018,622$1,115▲ $238,274-$4,156,599
2018$4,130,342-▼ $75,872-$4,018,622
2017$4,059,839$0▲ $206,571$75,727$4,130,342
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin J UhlePresident and CEOFT$222,278$25,427$247,705
Daniel J RothVice President and CFOFT$155,033$23,923$178,956

Board Members and Trustees

NameTitle
Amy McMakenAud. Comm. Chair/exec. Comm
George D MillerChair of the Board
Michael W FrucheyComm. Chair/exec. Comm
William R OateyGrants Comm. Chair/exec Comm
Jeffrey C MoritzInvest. Comm Chair/exec Comm
Christopher Bh HarringtonBoard Vice Chair/Finance Chair
Fred M DeGrandisCommunity Engagement Committee
Joyesh Raj MDCommunity Engagement Committee
Pamela E BobstCommunity Engagement Committee
Robert Warren JrCommunity Engagement Committee
Steven A Lamb MDCommunity Engagement Committee
Steven M RiniGrants & Community Engagement
Barbara JacobusGrants Committee
Mark E BaconGrants Committee
REV David BueglerGrants Committee
Vicki B FosterGrants Committee
Michael G RomanelloInvestment Committee
David J HesslerSec./Treas./Grants Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,683,826
Program Service Revenue
$0
Investment Income
$13,720,559
Other Revenue
$146,977
All Other Contributions
$2,669,301
Change in Net Assets
$9,601,693

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded19$575,601fair market value
Total Noncash Contributions19$575,601-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,488,227
Revenue Not Reported on Financial Statements
$63,135
Revenue Not Reported on Form 990
$4,985,802
Total Revenue per Audited Statements
$21,474,029
Total Revenue per Form 990
$16,551,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,180,915
Salaries, Compensation, and Employee Benefits$1,107,083
Other Expenses$661,671
Total Fundraising Expense$569,702
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,154,343--$5,154,343
Other Salaries and Wages$173,007$135,413$202,313$510,733
Current Officers, Directors, Trustees, and Key Employees$141,097$133,273$151,194$425,564
Advertising$64,183$128,366$64,183$256,732
Other Employee Benefits$23,160$20,972$32,969$77,101
Occupancy$17,652$35,304$17,652$70,608
Fees for Services Other$16,163$32,325$16,163$64,651
Fees for Service Investment Mgmnt Fees-$63,135-$63,135
Payroll Taxes$19,934$17,539$23,264$60,737
Fees for Services Accounting$10,200$20,400$10,200$40,800
Travel$12,886$12,886$12,886$38,658
Pension Plan Contributions$11,712$8,396$12,840$32,948
Grants to Domestic Individuals$26,572--$26,572
Office Expenses-$24,884-$24,884
Conferences and Meetings$6,719$6,719$6,719$20,157
Other Expenses$729$731$17,081$18,541
Insurance-$12,761-$12,761
Depreciation Depletion-$9,077-$9,077
Information Technology$2,238$4,476$2,238$8,952
Total Functional Expenses$5,680,595$699,372$569,702$6,949,669

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,949,669
Expenses per Audited Statements$6,886,534
Total Expenses per Audited Statements$6,886,534
Expenses Not Reported on Financial Statements$63,135
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cleveland MetroparksLakewood, OH170(c)(1)See Part Iv$260,800
Bay Presbyterian ChurchBay Village, OH501(c)(3)See Part Iv$220,000
United WayCleveland, OH501(c)(3)See Part Iv$125,250
Greater Cleveland Food BankCleveland, OH501(c)(3)See Part Iv$116,081
YWCA of ClevelandCleveland, OH501(c)(3)See Part Iv$115,568
Northeast Ohio Coalition for the HomelessCleveland, OH501(c)(3)See Part Iv$108,480
Neighborhood AllianceLorain, OH501(c)(3)See Part Iv$94,015
Youth ChallengeWestlake, OH501(c)(3)See Part Iv$93,800
Building Hope in the CityCleveland, OH501(c)(3)See Part Iv$83,840
The Refugee ResponseCleveland, OH501(c)(3)See Part Iv$81,318
Community Service AllianceCleveland, OH501(c)(3)See Part Iv$78,410
May Dugan CenterCleveland, OH501(c)(3)See Part Iv$71,079
Lorain County Free ClinicLorain, OH501(c)(3)See Part Iv$68,710
Catholic Charities CorporationCleveland, OH501(c)(3)See Part Iv$62,250
Stella MarisCleveland, OH501(c)(3)See Part Iv$60,500
Ed Keating Center IncLakewood, OH501(c)(3)See Part Iv$60,233
Journey Center for Safety and HealingCleveland, OH501(c)(3)See Part Iv$60,000
Nueva Luz Urban Resource CenterCleveland, OH501(c)(3)See Part Iv$59,233
Society of St Vincent de PaulCleveland, OH501(c)(3)See Part Iv$58,114
Providence HouseCleveland, OH501(c)(3)See Part Iv$57,837
Lutheran Metropolitan MinistryCleveland, OH501(c)(3)See Part Iv$57,541
Malachi HouseCleveland, OH501(c)(3)See Part Iv$56,400
Mental Health & Addiction Advocacy CoalitionCleveland, OH501(c)(3)See Part Iv$52,380
West Side Catholic CenterCleveland, OH501(c)(3)See Part Iv$52,100
Far West CenterWestlake, OH501(c)(3)See Part Iv$51,337
The Village ProjectBay Village, OH501(c)(3)See Part Iv$50,400
The Cleveland FoundationCleveland, OH501(c)(3)See Part Iv$50,000
The Musical Arts Association Cleveland OrchestraCleveland, OH501(c)(3)See Part Iv$50,000
Lakewood Community Services CenterLakewood, OH501(c)(3)See Part Iv$49,650
The Edna House for WomenCleveland, OH501(c)(3)See Part Iv$49,240
Seeds of LiteracyCleveland, OH501(c)(3)See Part Iv$48,300
The LanternCleveland, OH501(c)(3)See Part Iv$48,133
True Freedom MinistriesCleveland, OH501(c)(3)See Part Iv$46,963
The City MissionCleveland, OH501(c)(3)See Part Iv$46,713
FrontLine ServiceCleveland, OH501(c)(3)See Part Iv$46,560
NAMI Greater ClevelandCleveland, OH501(c)(3)See Part Iv$46,560
Joseph's HomeCleveland, OH501(c)(3)See Part Iv$43,740
Canopy Child Advocacy CenterCleveland, OH501(c)(3)See Part Iv$41,463
St Herman House - FOCUS ClevelandCleveland, OH501(c)(3)See Part Iv$41,463
Edwin's Leadership InstituteCleveland, OH501(c)(3)See Part Iv$40,929
Living Waters for the WorldSpring Hill, TN501(c)(3)See Part Iv$40,000
Front StepsCleveland, OH501(c)(3)See Part Iv$39,929
Beck Center for the ArtsLakewood, OH501(c)(3)See Part Iv$39,725
Rocky River United Methodist ChurchRocky River, OH501(c)(3)See Part Iv$38,400
El Centro de Servicios SocialesLorain, OH501(c)(3)See Part Iv$36,920
The Road to HopeElyria, OH501(c)(3)See Part Iv$36,300
Cornerstone of HopeIndependence, OH501(c)(3)See Part Iv$35,100
Humility of Mary HousingCuyahoga Falls, OH501(c)(3)See Part Iv$34,225
Urban Community SchoolCleveland, OH501(c)(3)See Part Iv$31,021
Blossom Hill IncWestlake, OH501(c)(3)See Part Iv$30,450
Lorain County Safe Harbor CorpLorain, OH501(c)(3)See Part Iv$30,200
West Side Community HouseCleveland, OH501(c)(3)See Part Iv$29,616
Denison Avenue United Church of ChristCleveland, OH501(c)(3)See Part Iv$29,100
Enterprise Community PartnersCleveland, OH501(c)(3)See Part Iv$29,100
Koinonia HomesIndependence, OH501(c)(3)See Part Iv$29,100
The City Club of ClevelandCleveland, OH501(c)(3)See Part Iv$29,100
The Salvation ArmyCleveland, OH501(c)(3)See Part Iv$28,771
LifeActChagrin Falls, OH501(c)(3)See Part Iv$28,700
Blessing HouseLorain, OH501(c)(3)See Part Iv$28,521
North Ridgeville Community CareNorth Ridgeville, OH501(c)(3)See Part Iv$28,521
Women's Recovery CenterCleveland, OH501(c)(3)See Part Iv$25,650
Fellowship of Christian AthletesBerea, OH501(c)(3)See Part Iv$25,000
Messiah Lutheran ChurchFairview Park, OH501(c)(3)See Part Iv$24,216
Church of the Open DoorElyria, OH501(c)(3)See Part Iv$24,200
Malachi CenterCleveland, OH501(c)(3)See Part Iv$23,280
Oberlin Community ServicesOberlin, OH501(c)(3)See Part Iv$23,280
Cleveland State UniversityCleveland, OH501(c)(3)See Part Iv$23,175
Zelie's HomeGarfield Heights, OH501(c)(3)See Part Iv$22,416
Westlake United Methodist ChurchWestlake, OH501(c)(3)See Part Iv$21,324
The TurnNorth Olmsted, OH501(c)(3)See Part Iv$21,270
Drink Local Drink Tap IncCleveland, OH501(c)(3)See Part Iv$20,370
St Paul's Community UCCCleveland, OH501(c)(3)See Part Iv$18,770
Joshua and Caleb Leadership Centre of XcellenceBrecksville, OH501(c)(3)See Part Iv$18,100
Smart Development IncLakewood, OH501(c)(3)See Part Iv$17,770
Spanish-American CommitteeCleveland, OH501(c)(3)See Part Iv$17,770
The Salvation Army of ElyriaElyria, OH501(c)(3)See Part Iv$17,770
CHN Housing PartnersCleveland, OH501(c)(3)See Part Iv$17,460
Youth Bee WorksToronto, OH501(c)(3)See Part Iv$16,408
Chamberlain UniversityPalantine, IL501(c)(3)See Part Iv$15,500
Avon Lake United Church of ChristAvon Lake, OH501(c)(3)See Part Iv$15,000
Connecting For KidsWestlake, OH501(c)(3)See Part Iv$14,900
Trials for HopeLakewood, OH501(c)(3)See Part Iv$14,190
Prince of Peace Evangelical Lutheran ChurchWestlake, OH501(c)(3)See Part Iv$13,930
Let's Get Real IncLorain, OH501(c)(3)See Part Iv$12,600
The Metanoia Project IncCleveland, OH501(c)(3)See Part Iv$12,500
Meals on WheelsRocky River, OH501(c)(3)See Part Iv$12,350
Love Inc of Cuyahoga CountyIndependence, OH501(c)(3)See Part Iv$12,100
AvonAvon Lake Community Resource Serv IncAvon Lake, OH501(c)(3)See Part Iv$11,847
Ursuline PiazzaCleveland, OH501(c)(3)See Part Iv$11,640
Emergency Assistance FoundationOrlando, FL501(c)(3)See Part Iv$10,000
Ohio City IncorporatedCleveland, OH501(c)(3)See Part Iv$10,000
The Bay Village FoundationBay Village, OH501(c)(3)See Part Iv$10,000
VeloSanoCleveland, OH501(c)(3)See Part Iv$10,000
Cleveland Lutheran High School AssociationRocky River, OH501(c)(3)See Part Iv$9,500
Orphan Medical Network International (OMNI)Hertford, NC501(c)(3)See Part Iv$8,600
Caritas Baby Hospital FoundationCuyahoga Falls, OH501(c)(3)See Part Iv$8,500
Good Knights of Lorain CountyElyria, OH501(c)(3)See Part Iv$8,500
Carolyn L Farrell FoundationWestlake, OH501(c)(3)See Part Iv$8,423
Dancing Wheels CompanyCleveland, OH501(c)(3)See Part Iv$7,500
The Bridge FoundationCleveland, OH501(c)(3)See Part Iv$6,500
Adhyatmik Foundation IncHawley, PA501(c)(3)See Part Iv$6,000
Galilean Theological CenterCleveland, OH501(c)(3)See Part Iv$6,000
Matthews Help CenterMatthews, NC501(c)(3)See Part Iv$5,500
Cleveland AngelsCleveland, OH501(c)(3)See Part Iv$5,250
Cleveland Clinic FoundationCleveland, OH501(c)(3)See Part Iv$5,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$356,422
Gaming Direct Expenses$179,384
Fundraising Direct Expenses$30,061
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others$33,064,924
Annuity Payable$168,315
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
Yes
Other officer compensation reviewed
Yes
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 11:

“Community west foundation receives a copy of form 990 to review before the return is filed. Form 990 is reviewed for completeness and accuracy. Form 990 is available to the board members for review upon request”

FORM 990, PART VI, SECTION B, LINE 12C:

“Community west foundation monitors and enforces compliance with the conflict of interest policy by requiring all board members to disclose any conflicts of interest. If a board member is presented with a conflict of interest that board member must disclose the conflict and refrain from voting.”

FORM 990, PART VI, SECTION B, LINE 15:

“The process of determining compensation of the organization's ceo, executive director or top management is determined through survey/study and approval by the compensation committee.”

FORM 990, PART VI, SECTION C, LINE 19:

“Community west foundation makes its governing documents, conflict of interest policy and financial statements available upon request”

Filing and Contact Details

Filer

Filer Name
Community West Foundation
EIN
34-1456398
In Care Of
% MARTIN J UHLE PRES/CEO
Phone
4403607370
Address
800 SHARON DRIVE suite c, WESTLAKE, OH 44145

Signing Officer

Name
Martin J Uhle
Title
President / CEO
Phone
4403607370
Signed
2022-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin J Uhle
Formed
1997
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
18
Employees
0
Volunteers
99

Preparer

Firm
Bdo USA Llp
Address
1300 EAST NINTH STREET SUITE 1301, CLEVELAND, OH 44114
Preparer
Jacob Cook
Phone
2163251700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other changes in net assets or fund balances: change in value of split-interest agreement: -5,554.”

Financial Statement Notes

PART III, LINE 4:

“The Foundation has one art collection, and it consists of six (6) bronze statues representing six basic needs described in the book of Matthew, chapter 25 in the Bible. The statues are at locations within the Foundation's grantmaking reach and at locations where the organizations provide services related to what each statue represents. The collection expands the organization's exempt purpose by raising awareness of the Foundation's mission in the community”

PART V, LINE 4:

“The endowment funds are intended to be used to aid in providing health care services and educational scholarships for the people of the western greater cleveland area.”

PART X, LINE 2:

“The foundation is a qualifying organization under section 501(c)(3) of the internal revenue code (irc) and is exempt from federal income taxes on income, other than unrelated business income, under irc section 501(a). The foundation follows gaap for recognition of income taxes. The foundation's income tax filings are subject to audit by various taxing authorities. In evaluating the foundation's activities, management believes its position of tax-exempt status is appropriate based on current facts and circumstances. Management has assessed that there are no activities unrelated to the purpose of the foundation and therefore, there is no tax to be recognized. As of december 31, 2021, and 2020, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the accompanying financial statements. It is the foundation's policy to include any penalties and interest related to income taxes in management and general expense, however, the foundation currently has no penalties or interest related to income taxes.”

PART XI, LINE 2D:

“Change in value of split interest agreement: -5,554.”

Raw XML AppendixShowing 400 of 1,733 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/ActivityOrMissionDesc0TO ADVANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm7REV David Buegler
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IRS990/Form990PartVIISectionAGrp/PersonNm16Joyesh Raj MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President and CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President and CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Vice Chair/Finance Chair
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,698,411
Liabilities
$33,520,850
Net assets
$134,177,561
Revenue
$16,551,362
Expenses
$6,949,669
Net income
$9,601,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$171$35.9$135$14.3$8.59$5.72
2023Detailed filing. Detailed filing data is available for this year.$157$33.2$124$10.3$8.15$2.12
2022Detailed filing. Detailed filing data is available for this year.$135$29.5$106$9.53$8.75$0.78
2021Detailed filing. Detailed filing data is available for this year.$168$33.5$134$16.6$6.95$9.60
2020Detailed filing. Detailed filing data is available for this year.$150$30.5$120$9.87$6.68$3.19
2019Detailed filing. Detailed filing data is available for this year.$132$28.7$103$9.87$6.55$3.32
2018Detailed filing. Detailed filing data is available for this year.$109$24.1$85.3$8.42$5.25$3.18
2017Detailed filing. Detailed filing data is available for this year.$120$25.4$95.1$8.91$4.91$4.00
2016Detailed filing. Detailed filing data is available for this year.$99.8$17.0$82.8$6.16$10.1$3.94
2015Detailed filing. Detailed filing data is available for this year.$101$13.8$87.0$6.12$5.85$0.27
2014Detailed filing. Detailed filing data is available for this year.$105$12.6$92.5$8.81$5.06$3.75
2013Detailed filing. Detailed filing data is available for this year.$104$13.6$90.0$11.5$4.38$7.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.1$14.2$75.9$3.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.7$12.0$68.7$4.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.8$12.2$64.6$3.45
Peer Organizations

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