Civic Intelligence

Bergholz Fdn-Unrestricted Enodw Ima

990 • Fiscal year 2017 • EIN 34-1757488

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

Organization ProfileN/A
PO Box 201Bergholz, OH 43208

(740) 699-4699

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

$3,016,076

No earlier filing loaded for comparison.

Net Assets

$3,016,076

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin83rd percentile

Revenue

$227,738

No earlier filing loaded for comparison.

Expenses

$163,798

No earlier filing loaded for comparison.

Net Income

$63,940

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.

$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

2017

Assets$3,016,076
Liabilities$0
Net Assets$3,016,076
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$227,738
Expenses$163,798
Net Income$63,940
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$893,941
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$2,854,578$2,917,371▲ $62,793
Savings and Temporary Cash Investments$97,768$98,703▲ $935
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$2,952,348$3,016,076▲ $63,728
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,952,348$3,016,076▲ $63,728
Total Net Assets Fund Balance$2,952,348$3,016,076▲ $63,728
Total Liabilities and Net Assets / Fund Balance$2,952,348$3,016,076▲ $63,728

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Amy RichardsPresident
Terri McconnaughyVice-president/co-treasurer
David McbaneTrustee
Debbie MallerneeTrustee
Edwin PalmerTrustee
Marianne FeatheringhamTrustee
Michael DubetzTrustee
Mindy CarpenterTrustee
Christy KemmerSecretary/co-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,885
Program Service Revenue
$0
Investment Income
$216,197
Other Revenue
$1,656
All Other Contributions
$9,885
Change in Net Assets
$63,940
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,100
Other Expenses$36,698
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$127,100--$127,100
Fees for Service Investment Mgmnt Fees$0$19,190$0$19,190
Fees for Services Legal$0$7,987$0$7,987
All Other Expenses$0$6,210$0$6,210
Insurance$0$2,496$0$2,496
Office Expenses$0$415$0$415
Fees for Services Accounting$0$400$0$400
Total Functional Expenses$127,100$36,698$0$163,798
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bergholz Volunteer Fire DeptBergholz, OH-General Support$31,000
Edison Local School DistrictRichmond, OH-General Support/sports$12,500
Faith Community ChurchBergholz, OH-General Support$12,000
Trinity United Presbyterian ChurchBergholz, OH-General Support$9,000
Bergholz EmsBergholz, OH-General Support$8,600
Christian Emergency FundAmsterdam, OH-General Support$6,250
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 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
Filing and Contact Details

Filer

Filer Name
Bergholz Community Foundation
EIN
34-1757488
Phone
7406994699
Address
PO BOX 201, BERGHOLZ, OH 43208

Signing Officer

Name
Amy Richards
Title
President
Phone
7406994699
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Richards
Formed
1998
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Spilman Thomas & Battle Pllc
Address
300 KANAWHA BLVD EAST P O BOX 273, CHARLESTON, WV 25301
Preparer
David R Croft
Phone
3042306952
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“Huntington National Bank is the investment management agent for the funds.”

Pt VI, Line 6

“The Community Foundation has independent members.”

Pt VI, Line 8B

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

Pt VI, Line 11B

“The Form 990 is reviewed by the Trustees prior to the filing with the Internal Revenue Service.”

Pt VI, Line 18

“The information is avaialable at WWW.GUIDESTAR.ORG or upon request.”

Pt VI, Line 19

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

Form 990, Part IX, Line 24E

“Filing fees 400. 0. 400. 0.”

Form 990, Part IX, Line 24E

“Foreign taxes on dividends 346. 0. 346. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 2120. 0. 2120. 0.”

Form 990, Part IX, Line 24E

“Newsletter expenses 3344. 0. 3344. 0.”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08600
IRS990ScheduleI/RecipientTable/CashGrantAmt131000
IRS990ScheduleI/RecipientTable/CashGrantAmt26250
IRS990ScheduleI/RecipientTable/CashGrantAmt312500
IRS990ScheduleI/RecipientTable/CashGrantAmt412000
IRS990ScheduleI/RecipientTable/CashGrantAmt59000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT/SPORTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BERGHOLZ EMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BERGHOLZ VOLUNTEER FIRE DEPT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHRISTIAN EMERGENCY FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3EDISON LOCAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FAITH COMMUNITY CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5TRINITY UNITED PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0364213601
IRS990ScheduleI/RecipientTable/RecipientEIN1341664040
IRS990ScheduleI/RecipientTable/RecipientEIN2753261533
IRS990ScheduleI/RecipientTable/RecipientEIN3341017078
IRS990ScheduleI/RecipientTable/RecipientEIN4352393137
IRS990ScheduleI/RecipientTable/RecipientEIN5341543983
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 328
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1724 MONROE ST PO BOX 358
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt28264 BEAR ROAD SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 308
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 178
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 367
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm2AMSTERDAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343944
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd443908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd543908
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization support charitable activities in the Bergholz, Ohio area. All recipients are bona fide 501(c)(3) organizations. All distributions are made to organizations that meet a guideline for grantmaking.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Huntington National Bank is the investment management agent for the funds.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Community Foundation has independent members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2There are no committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Form 990 is reviewed by the Trustees prior to the filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The information is avaialable at WWW.GUIDESTAR.ORG or upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FILING FEES 400. 0. 400. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FOREIGN TAXES ON DIVIDENDS 346. 0. 346. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS 2120. 0. 2120. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NEWSLETTER EXPENSES 3344. 0. 3344. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02952348
IRS990/TotalAssetsEOYAmt03016076
IRS990/TotalAssetsGrp/BOYAmt02952348
IRS990/TotalAssetsGrp/EOYAmt03016076
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09885
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127100
IRS990/TotalFunctionalExpensesGrp/TotalAmt0163798
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02952348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03016076
IRS990/TotalProgramServiceExpensesAmt0127100
IRS990/TotalRevenueGrp/ExclusionAmt0217853
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227738
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02952348
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03016076
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02952348
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03016076
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 201
IRS990/USAddress/CityNm0BERGHOLZ
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043208
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,016,076
Liabilities
$0
Net assets
$3,016,076
Revenue
$227,738
Expenses
$163,798
Net income
$63,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$1.86$0.19$1.67
2023Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$2.22$0.33$1.88
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$1.04$0.11$0.93
2021Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.17$0.13$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.58$0.13$0.45
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.23$0.16$0.06