Civic Intelligence

Otsego Endowment Foundation

990 • Fiscal year 2018 • EIN 34-1599038

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 30, 2019

Organization Profilewww.otsego.k12.oh.us/dist endowment
PO Box 176Tontogany, OH 43565

(419) 823-4381

Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.24x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

$914,126

No earlier filing loaded for comparison.

Net Assets

$896,452

No earlier filing loaded for comparison.

Liabilities

$17,674

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin88th percentile

Revenue

$73,227

No earlier filing loaded for comparison.

Expenses

$45,875

No earlier filing loaded for comparison.

Net Income

$27,352

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$914,126
Liabilities$17,674
Net Assets$896,452
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$73,227
Expenses$45,875
Net Income$27,352
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$82,782
Mission and Program Overview

Mission

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

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$961,361$896,452▼ $64,909
Investments in Publicly Traded Securities$906,028$804,913▼ $101,115
Savings and Temporary Cash Investments$46,608$107,760▲ $61,152
Cash and Non-Interest-Bearing Accounts$34,460$1,453▼ $33,007
Total Assets$987,096$914,126▼ $72,970
Liabilities
Grants Payable$25,735$17,674▼ $8,061
Total Liabilities$25,735$17,674▼ $8,061
Net Assets / Fund Balance
Total Net Assets Fund Balance$961,361$896,452▼ $64,909
Total Liabilities and Net Assets / Fund Balance$987,096$914,126▼ $72,970
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Andrew VollmarCo-Chair
Ashley SevertCo-Chair
Ellen PullinsVice Chair
David SmithTrustee
Jane SpoerlTrustee
Luke SwartzTrustee
Molly ScottTrustee
Phil BaranskiTrustee
Steven KendallTrustee
Annette PrehnTreasurer/Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$12,929
Program Service Revenue
$0
Investment Income
$62,457
Other Revenue
$-2,159
All Other Contributions
$929
Change in Net Assets
$27,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,404
Other Expenses$471
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$45,404--$45,404
Advertising$100--$100
Insurance-$100-$100
Occupancy-$52-$52
Other Expenses-$19-$19
Total Functional Expenses$45,504$371$0$45,875
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,555
Fundraising Gross Income$7,396
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Raffle$19,396$7,396$758$6,638
Total Events$19,396$7,396$9,555$-2,159
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
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
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 A, 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.”

Form 990, Part VI, Section A, Line 8B

“-- Each committtee 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, Part VI, Section B, Line 11A

“-- A copy is provided to each Trustee for review and comment. The Board approves the return for filing.”

Form 990, Part VI, Section B, Line 12A-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.”

Form 990, Part VI, Section C, 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
Phone
4198234381
Address
PO Box 176, Tontogany, OH 43565

Signing Officer

Name
Annette Prehn
Title
Treasurer
Signed
2019-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Annette Prehn
Formed
1988
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

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

Additional Explanations

Form 990, Part XI, Line 8

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

Form 990, Part I, Line 1

“-- To provide the Otsego school district with enriching educational opportunities not otherwise available through public school funding. Through public support, activities are funded that reinforce many of the lessons being taught in Otsegos classrooms.”

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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09555
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03547
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03547
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07396
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07396
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2159
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0758
IRS990ScheduleG/LicensedStatesCd0OH
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016843
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt17500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VR Headset Steam Camp K-12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Portrait of Graduate K-12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0-- Applications for grants are solicitated from faculty, school personnel, volunteers and community members of the Otsego Local School District. Grants and education awards are awarded only for submissions that will benefit the school district. All recipients must submit receipts for proof of purchase.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line ALL
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0-- Prior period grants that were forfeited to the general fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1-- 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2-- Each committtee 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/ExplanationTxt3-- A copy is provided to each Trustee for review and comment. The Board approves the return for filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4--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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5-- The Form 990, 1023, Board of Trustee minutes and any governing documents are available by written request by contacting any Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6-- To provide the Otsego school district with enriching educational opportunities not otherwise available through public school funding. Through public support, activities are funded that reinforce many of the lessons being taught in Otsegos classrooms.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part XI, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12a-12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part I, Line 1
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Otsego Local Schools
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0346401543
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0K-12 Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt018505 Tontogany Creek
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Tontogany
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043565
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0987096
IRS990/TotalAssetsEOYAmt0914126
IRS990/TotalAssetsGrp/BOYAmt0987096
IRS990/TotalAssetsGrp/EOYAmt0914126
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012929
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0371
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045504
IRS990/TotalFunctionalExpensesGrp/TotalAmt045875
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025735
IRS990/TotalLiabilitiesEOYAmt017674
IRS990/TotalLiabilitiesGrp/BOYAmt025735
IRS990/TotalLiabilitiesGrp/EOYAmt017674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0961361
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0896452
IRS990/TotalProgramServiceExpensesAmt045504
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062457
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073227
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0987096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0914126
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$914,126
Liabilities
$17,674
Net assets
$896,452
Revenue
$73,227
Expenses
$45,875
Net income
$27,352
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