Civic Intelligence

Otsego Endowment Foundation

EIN 34-1599038 • 501(c)3 • Tontogany, OH

Profile

Established to provide enriching, educational opportunities not otherwise available due to budget constraints.

PO Box 176Tontogany, OH 43565

n/A

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M 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

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,597,883

Up $182,516 (+13%) from 2023

Liabilities

Down

$17,670

Down $12,100 (-41%) from 2023

Net Assets

Up

$1,580,213

Up $194,616 (+14%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin96th percentile

Revenue

Up

$121,684

Up $59,560 (+96%) from 2023

Expenses

Down

$22,844

Down $10,117 (-31%) from 2023

Net Income

Up

$98,840

Up $69,677 (+239%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $914,126Liabilities 2018: $17,674Net Assets 2018: $896,4522018Assets 2019: $1,091,023Liabilities 2019: $16,839Net Assets 2019: $1,074,1842019Assets 2020: $1,180,706Liabilities 2020: $13,358Net Assets 2020: $1,167,3482020Assets 2021: $1,406,870Liabilities 2021: $2,314Net Assets 2021: $1,404,5562021Assets 2022: $1,242,976Liabilities 2022: $9,484Net Assets 2022: $1,233,4922022Assets 2023: $1,415,367Liabilities 2023: $29,770Net Assets 2023: $1,385,5972023Assets 2024: $1,597,883Liabilities 2024: $17,670Net Assets 2024: $1,580,2132024

Highlighted filing

2024

Assets$1,597,883
Liabilities$17,670
Net Assets$1,580,213
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$150K$100K$50K$0Revenue 2018: $73,227Expenses 2018: $45,875Net Income 2018: $27,3522018Revenue 2019: $43,307Expenses 2019: $27,255Net Income 2019: $16,0522019Revenue 2020: $43,579Expenses 2020: $21,289Net Income 2020: $22,2902020Revenue 2021: $89,285Expenses 2021: $24,618Net Income 2021: $64,6672021Revenue 2022: $72,352Expenses 2022: $25,626Net Income 2022: $46,7262022Revenue 2023: $62,124Expenses 2023: $32,961Net Income 2023: $29,1632023Revenue 2024: $121,684Expenses 2024: $22,844Net Income 2024: $98,8402024

Highlighted filing

2024

Revenue$121,684
Expenses$22,844
Net Income$98,840
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,597,883
Liabilities
$17,670
Net assets
$1,580,213
Revenue
$121,684
Expenses
$22,844
Net income
$98,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.58$0.12$0.02$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.01$1.23$0.07$0.03$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.40$0.09$0.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.17$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.04$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.02$0.90$0.07$0.05$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$121,684
Mission and Program Overview

Mission

Established to provide enriching, educational opportunities not otherwise available due to budget constraints.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,385,597$1,580,213▲ $194,616
Investments in Publicly Traded Securities$1,217,184$1,379,687▲ $162,503
Savings and Temporary Cash Investments$138,503$168,175▲ $29,672
Cash and Non-Interest-Bearing Accounts$59,680$50,021▼ $9,659
Total Assets$1,415,367$1,597,883▲ $182,516
Liabilities
Grants Payable$29,770$17,670▼ $12,100
Total Liabilities$29,770$17,670▼ $12,100
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,385,597$1,580,213▲ $194,616
Total Liabilities and Net Assets / Fund Balance$1,415,367$1,597,883▲ $182,516
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andrew VollmarPresident
David SmithTrustee
Ellen PullinsTrustee
Gordon DigbyTrustee
Luke SwartzTrustee
Steven KendallTrustee
Erin StickelSecretary
Robin BellevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$362
Program Service Revenue
$0
Investment Income
$121,322
Other Revenue
$0
All Other Contributions
$362
Change in Net Assets
$98,840
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,473
Other Expenses$371
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,473--$19,473
Grants to Domestic Individuals$3,000--$3,000
Other Expenses-$200-$200
Insurance-$100-$100
Office Expenses$71--$71
Total Functional Expenses$22,544$300$0$22,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Otsego Board of EducationBowling Green, OHC3-$5,200
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governing body meeting documentation Part VI line 8A

“Meetings of the board of trustees are contemporaneously documented by written minutes which are distributed to the board monthly by the secretary and are formally approved at the following meeting.”

Committee meeting documentation Part VI line 8B

“Each committee does not keep written minutes of its meeting, but does report monthly to the board and any actions are recorded in the monthly board minutes.”

Form 990 governing body review Part VI line 11

“A copy is provided to each trustee for review and comment. The board approves the return for filing.”

Conflict of interest policy compliance Part VI line 12C

“The code of regulations specifically contain a conflict of interest policy and each board trustee is expected to notify the board if such situation occurs. Each trustee is required to annually provide in writing any conflicts of interest.”

Governing documents etc available to public Part VI line 19

“The form 990, 1023, board of trustee minutes and any governing documents are available by written request by contacting any trustee.”

Filing and Contact Details

Filer

Filer Name
Otsego Endowment Foundation
EIN
34-1599038
In Care Of
% ROBIN BELLEVILLE
Phone
4198234381
Address
PO BOX 176, TONTOGANY, OH 43565

Signing Officer

Name
Robin Belleville
Title
Treasurer
Phone
4198234381
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Kress & Company LLC
Address
980 W Poe Road Ste 2, Bowling Green, OH 43402
Preparer
Amanda J Kress CPA
Phone
4194195039
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Prior period grants that were forfeited to the general fund.”

General explanation attachment

“Schedule a, part ii - section a - the board continues to solicit from the public via school website and community functions. Community participation has been down since covid and the board continues to contact the community for donations.”

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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS ALL GRANT APPLICATIONS AND APPROVES BY VOTE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETINGS OF THE BOARD OF TRUSTEES ARE CONTEMPORANEOUSLY DOCUMENTED BY WRITTEN MINUTES WHICH ARE DISTRIBUTED TO THE BOARD MONTHLY BY THE SECRETARY AND ARE FORMALLY APPROVED AT THE FOLLOWING MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH COMMITTEE DOES NOT KEEP WRITTEN MINUTES OF ITS MEETING, BUT DOES REPORT MONTHLY TO THE BOARD AND ANY ACTIONS ARE RECORDED IN THE MONTHLY BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY IS PROVIDED TO EACH TRUSTEE FOR REVIEW AND COMMENT. THE BOARD APPROVES THE RETURN FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CODE OF REGULATIONS SPECIFICALLY CONTAIN A CONFLICT OF INTEREST POLICY AND EACH BOARD TRUSTEE IS EXPECTED TO NOTIFY THE BOARD IF SUCH SITUATION OCCURS. EACH TRUSTEE IS REQUIRED TO ANNUALLY PROVIDE IN WRITING ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990, 1023, BOARD OF TRUSTEE MINUTES AND ANY GOVERNING DOCUMENTS ARE AVAILABLE BY WRITTEN REQUEST BY CONTACTING ANY TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRIOR PERIOD GRANTS THAT WERE FORFEITED TO THE GENERAL FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHEDULE A, PART II - SECTION A - THE BOARD CONTINUES TO SOLICIT FROM THE PUBLIC VIA SCHOOL WEBSITE AND COMMUNITY FUNCTIONS. COMMUNITY PARTICIPATION HAS BEEN DOWN SINCE COVID AND THE BOARD CONTINUES TO CONTACT THE COMMUNITY FOR DONATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6General explanation attachment
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN BELLEVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTSEGO ENDOWMENT FOUNDATION
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ReturnHeader/Filer/InCareOfNm0% ROBIN BELLEVILLE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kress & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0980 W Poe Road Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bowling Green
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum04194195039
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA J KRESS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T16:27:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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