Civic Intelligence

Bergholz Community Foundation

EIN 34-1757488 • 501(c)3 • Bergholz, OH

Profile

The community foundation provides educational benefits in the form of scholarship awards, promotion of health and civic services, and various social services to the local community.

PO Box 201Bergholz, OH 43908

bergholzfoundation.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

545%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$8,405,735

Up $2,277,074 (+37%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,405,735

Up $2,277,074 (+37%) from 2023

Revenue

Down

$1,859,380

Down $356,431 (-16%) from 2023

Expenses

Down

$191,226

Down $141,532 (-43%) from 2023

Net Income

Down

$1,668,154

Down $214,899 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2017: $3,016,076Liabilities 2017: $0Net Assets 2017: $3,016,0762017Assets 2018: $3,464,452Liabilities 2018: $0Net Assets 2018: $3,464,4522018Assets 2019: $3,738,489Liabilities 2019: $0Net Assets 2019: $3,738,4892019Assets 2020: $3,693,403Liabilities 2020: $0Net Assets 2020: $3,693,4032020Assets 2021: $4,538,673Liabilities 2021: $0Net Assets 2021: $4,538,6732021Assets 2022: $3,906,599Liabilities 2022: $0Net Assets 2022: $3,906,5992022Assets 2023: $6,128,661Liabilities 2023: $0Net Assets 2023: $6,128,6612023Assets 2024: $8,405,735Liabilities 2024: $0Net Assets 2024: $8,405,7352024

Highlighted filing

2024

Assets$8,405,735
Liabilities$0
Net Assets$8,405,735

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2017: $227,738Expenses 2017: $163,798Net Income 2017: $63,9402017Revenue 2018: $582,792Expenses 2018: $134,448Net Income 2018: $448,3442018Revenue 2019: $170,906Expenses 2019: $126,477Net Income 2019: $44,4292019Revenue 2020: $150,414Expenses 2020: $138,316Net Income 2020: $12,0982020Revenue 2021: $160,847Expenses 2021: $129,448Net Income 2021: $31,3992021Revenue 2022: $1,037,859Expenses 2022: $106,585Net Income 2022: $931,2742022Revenue 2023: $2,215,811Expenses 2023: $332,758Net Income 2023: $1,883,0532023Revenue 2024: $1,859,380Expenses 2024: $191,226Net Income 2024: $1,668,1542024

Highlighted filing

2024

Revenue$1,859,380
Expenses$191,226
Net Income$1,668,154

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 18, 2025
Return Version
2023v6.0
Gross Receipts
$1,859,380
Mission and Program Overview

Mission

The community foundation provides educational benefits in the form of scholarship awards, promotion of health and civic services, and various social services to the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,100,806$8,035,369▲ $1,934,563
Savings and Temporary Cash Investments-$369,072-
Cash and Non-Interest-Bearing Accounts$27,853$1,292▼ $26,561
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$6,128,661$8,405,735▲ $2,277,074
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,128,661$8,405,735▲ $2,277,074
Total Net Assets Fund Balance$6,128,661$8,405,735▲ $2,277,074
Total Liabilities and Net Assets / Fund Balance$6,128,661$8,405,735▲ $2,277,074

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy RichardsTrustee/president
Meghan CrowTrustee/vice President
Dana KelloggTrustee
David McbaneTrustee
Dawn KleinTrustee
Kimberly RichardsonTrustee
Michael DubetzTrustee
Ryan BoydTrustee
Christy KemmerTrustee/secretary
Valerie StimeNon-member/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,647,823
Program Service Revenue
$0
Investment Income
$211,557
Other Revenue
$0
All Other Contributions
$1,647,823
Change in Net Assets
$1,668,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,736
Grants and Similar Amounts Paid$78,490
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,490--$78,490
Fees for Service Investment Mgmnt Fees-$43,518-$43,518
Advertising-$4,933-$4,933
Insurance-$4,444-$4,444
Office Expenses-$3,665-$3,665
Fees for Services Accounting-$3,045-$3,045
Other Expenses$2,485--$2,485
Fees for Services Legal-$914-$914
All Other Expenses$634--$634
Fees for Services Other-$299-$299
Total Functional Expenses$130,408$60,818$0$191,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bergholz EmsBergholz, OH-General Support$24,000
Edison Local School DistrictHammondsville, OH-General Support$19,733
Village of BergholzBergholz, OH-General Support$13,257
Bergholz Volunteer Fire DepartmentBergholz, OH-General Support$7,500
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
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
No
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 2

Amy richards, president, and david mcbane, trustee, have a family relationship. Christy kemmer, secretary, and ryan boyd, trustee, have a family relationship.

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

There are no committees with the authority to act on behalf of the governing body.

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

The form 990 is reviewed by the trustees prior to the filing with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bergholz Community Foundation
EIN
34-1757488
Phone
7407682229
Address
PO BOX 201, BERGHOLZ, OH 43908

Signing Officer

Name
Amy Richards
Title
President
Phone
7407682209
Signed
2025-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Richards
Formed
1993
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Rea & Associates Inc
Address
PO BOX 1020, NEW PHILADELPHIA, OH 44663-5120
Preparer
Ryan Yoss CPA
Phone
3303396651
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THIS IS A COMMUNITY FOUNDATION WITH LARGE ENDOWMENT, MAKING IT DIFFICULT IN SOME YEARS TO RAISE ENOUGH PUBLIC SUPPORT TO EXCEED 33%. HOWEVER, ALL CONTRIBUTIONS COME FROM THE GENERAL PUBLIC. BERGHOLZ IS A SMALL COMMUNITY OF LESS THAN 1,000 RESIDENTS, MAKING LARGE PUBLIC CONTRIBUTIONS DIFFICULT TO MAINTAIN, BUT THE FOUNDATION DOES RECEIVE CONTRIBUTIONS AND SUPPORT FROM A PROPORTIONATELY LARGE NUMBER PEOPLE IN THE COMMUNITY AND ADDITIONAL EFFORTS ARE MADE TO RAISE FUNDS FROM THE PUBLIC INCLUDING FUNDRAISERS (WHICH ARE NOT INCLUDED ON LINE 7 OF SCHEDULE A.)THE TRUSTEES REPRESENT A BROAD CROSS SECTION OF THE COMMUNITY, MADE UP OF HOMEMAKERS, BANKER, INSURANCE AGENT, OFFICE MGR, PHARMACIST, FIREMAN, CLERICAL WORKERS, LABORER, AND OTHERS.THE FOUNDATION ACTIVELY MAINTAINS A PUBLIC PARK IN THE VILLAGE OF BERGHOLZ FOR THE USE AND ENJOYMENT OF THE GENERAL PUBLIC FREE OF CHARGE ON A YEAR ROUND BASIS. IT ISSUES A BI-MONTHLY NEWSLETTER AND SUPPORTS OTHER COMMUNITY PROGRAMS INCLUDING SPECIFICALLY THE VOLUNTEER FIRE DEPARTMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: BEQUEST UPON DEATH OF DONOR DATE: 07/01/23 AMOUNT: 1621148.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0527027
IRS990ScheduleA/PublicSupportCY170Pct00.27860
IRS990ScheduleA/PublicSupportPY170Pct00.31550
IRS990ScheduleA/PublicSupportTotal170Amt0203489
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017825
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0203489
IRS990ScheduleA/TotalSupportAmt0730516
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/BuildingsGrp/BookValueAmt02
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt113257
IRS990ScheduleI/RecipientTable/CashGrantAmt219733
IRS990ScheduleI/RecipientTable/CashGrantAmt324000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BERGHOLZ VOLUNTEER FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VILLAGE OF BERGHOLZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2EDISON LOCAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BERGHOLZ EMS
IRS990ScheduleI/RecipientTable/RecipientEIN0341664040
IRS990ScheduleI/RecipientTable/RecipientEIN1346651902
IRS990ScheduleI/RecipientTable/RecipientEIN2341017078
IRS990ScheduleI/RecipientTable/RecipientEIN3364213601
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0724 MONROE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1256-1 SECOND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt214890 ST RT 213
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3275 2ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HAMMONDSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243930
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343908
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMY RICHARDS, PRESIDENT, AND DAVID MCBANE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. CHRISTY KEMMER, SECRETARY, AND RYAN BOYD, TRUSTEE, HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06128661
IRS990/TotalAssetsEOYAmt08405735
IRS990/TotalAssetsGrp/BOYAmt06128661
IRS990/TotalAssetsGrp/EOYAmt08405735
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01647823
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060818
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191226
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06128661
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08405735
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0130408
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0211557
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01859380
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06128661
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08405735
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 201
IRS990/USAddress/CityNm0BERGHOLZ
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043908
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTPS://BERGHOLZFOUNDATION.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07407682209
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGHOLZ COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0341757488
ReturnHeader/Filer/PhoneNum07407682229
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 201
ReturnHeader/Filer/USAddress/CityNm0BERGHOLZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043908
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC

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