Civic Intelligence

Bergholz Fdn-Unrestricted Enodw Ima

990 • Fiscal year 2018 • EIN 34-1757488

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

Organization ProfileN/A
PO Box 201Bergholz, OH 43908

(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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

156%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,464,452

Up $448,376 (+15%) from 2017

Net Assets

Up

$3,464,452

Up $448,376 (+15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$582,792

Up $355,054 (+156%) from 2017

Expenses

Down

$134,448

Down $29,350 (-18%) from 2017

Net Income

Up

$448,344

Up $384,404 (+601%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2018

Assets$3,464,452
Liabilities$0
Net Assets$3,464,452
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

2018

Revenue$582,792
Expenses$134,448
Net Income$448,344
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$3,791,737
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,917,371$3,369,985▲ $452,614
Savings and Temporary Cash Investments$98,703$94,465▼ $4,238
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$3,016,076$3,464,452▲ $448,376
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,016,076$3,464,452▲ $448,376
Total Net Assets Fund Balance$3,016,076$3,464,452▲ $448,376
Total Liabilities and Net Assets / Fund Balance$3,016,076$3,464,452▲ $448,376

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
Edwin PalmerTrustee
Marianne FeatheringhamTrustee
Michael DubetzTrustee
Mindy CarpenterTrustee
Christy KemmerSecretary/co-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,845
Program Service Revenue
$0
Investment Income
$571,947
Other Revenue
$0
All Other Contributions
$10,845
Change in Net Assets
$448,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,550
Other Expenses$62,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,550--$71,550
Fees for Service Investment Mgmnt Fees$0$25,349$0$25,349
Fees for Services Legal$0$9,851$0$9,851
Other Expenses$3,114$0$0$3,114
Insurance$0$2,496$0$2,496
Office Expenses$0$312$0$312
Advertising$0$300$0$300
Total Functional Expenses$96,140$38,308$0$134,448
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Village of BergholzBergholz, OH-General Support$20,000
Bergholz Volunteer Fire DeptBergholz, OH-General Support$7,500
Edison Local School DistrictRichmond, OH-General Support$6,500
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
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
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 43908

Signing Officer

Name
Amy Richards
Title
President
Phone
7406994699
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Richards
Formed
1993
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
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 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.”

Raw XML Appendix391 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE COMMUNITY FOUNDATION PROVIDES EDUCATIONAL BENEFITS IN THE FORM OF SCHOLARSHIP AWARDS, PROMOTION OF HEALTH AND CIVIC SERVICES, AND VARIOUS SOCIAL SERVICES TO THE
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0300
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt0300
IRS990/AllOtherContributionsAmt010845
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BERGHOLZ FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum07406994699
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERGHOLZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043908
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010845
IRS990/CYGrantsAndSimilarPaidAmt071550
IRS990/CYInvestmentIncomeAmt0571947
IRS990/CYOtherExpensesAmt062898
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0448344
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0134448
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0582792
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE COMMUNITY FOUNDATION PROVIDES FUNDS TO THE BERGHOLZ VOLUNTEER FIRE DEPARTMENT, FAITH COMMUNITY CHURCH, TRINITY UNITED PRESBYTERIAN CHURCH, CHRISTIAN EMERGENCY FUND, AND THE BERGHOLZ EMS FOR GENERAL SUPPORT. THE COMMUNITY FOUNDATION PROVIDES A FREE NEWSLETTER. THE COMMUNITY FOUNDATION ALSO PROVIDES FUNDS TO THE LOCAL FOOD PANTY, LOCAL NON-PROFIT ORGANIZATIONS, COATS FOR KIDS, SUPPORT TO LOCAL SCHOOLS AND SCHOLARSHIPS TO LOCAL STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt096140
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09851
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt09851
IRS990/FeesForServicesProfFundraising/FundraisingAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt025349
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt025349
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MINDY CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIANNE FEATHERINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL DUBETZ
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MCBANE
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWIN PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm5TERRI MCCONNAUGHY
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTY KEMMER
IRS990/Form990PartVIISectionAGrp/PersonNm7AMY RICHARDS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE-PRESIDENT/CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/CO-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0491266
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt071550
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt071550
IRS990/GrantsToDomesticOrgsGrp/TotalAmt071550
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03700211
IRS990/GrossReceiptsAmt03791737
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02496
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt02496
IRS990/InvestmentIncomeGrp/ExclusionAmt080681
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080681
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02917371
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03369985
IRS990/IRPDocumentCnt01515
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02
IRS990/LandBldgEquipCostOrOtherBssAmt02
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03208945
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE COMMUNITY FOUNDATION PROVIDES EDUCATIONAL BENEFITS IN THE FORM
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03016076
IRS990/NetAssetsOrFundBalancesEOYAmt03464452
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0491266
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0491266
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0312
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0312
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bergholz Community Park care
IRS990/OtherExpensesGrp/Desc1Bergholz Medical building care
IRS990/OtherExpensesGrp/Desc2Bergholz village beautification project
IRS990/OtherExpensesGrp/Desc3Foundation newsletter expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt02011
IRS990/OtherExpensesGrp/ProgramServicesAmt17618
IRS990/OtherExpensesGrp/ProgramServicesAmt211847
IRS990/OtherExpensesGrp/ProgramServicesAmt33114
IRS990/OtherExpensesGrp/TotalAmt02011
IRS990/OtherExpensesGrp/TotalAmt17618
IRS990/OtherExpensesGrp/TotalAmt211847
IRS990/OtherExpensesGrp/TotalAmt33114
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AMY RICHARDS
IRS990/PriorPeriodAdjustmentsAmt032
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09885
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0127100
IRS990/PYInvestmentIncomeAmt0216197
IRS990/PYOtherExpensesAmt036698
IRS990/PYOtherRevenueAmt01656
IRS990/PYRevenuesLessExpensesAmt063940
IRS990/PYTotalExpensesAmt0163798
IRS990/PYTotalRevenueAmt0227738
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0448344
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0582792
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094465
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEE ATTACHED STATEMENT
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 17a
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt080681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt094181
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt091662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067818
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0422363
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00.13520
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.13500
IRS990ScheduleA/PublicSupportTotal170Amt066045
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017759
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt066045
IRS990ScheduleA/TotalSupportAmt0488408
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt26500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VILLAGE OF BERGHOLZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BERGHOLZ VOLUNTEER FIRE DEPT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2EDISON LOCAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0364213601
IRS990ScheduleI/RecipientTable/RecipientEIN1341664040
IRS990ScheduleI/RecipientTable/RecipientEIN2341017078
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02561 SECOND STPO BOX 242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1724 MONROE ST PO BOX 358
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 308
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243944
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/ExplanationTxt0There are no committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed by the Trustees prior to the filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The information is avaialable at WWW.GUIDESTAR.ORG or upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03016076
IRS990/TotalAssetsEOYAmt03464452
IRS990/TotalAssetsGrp/BOYAmt03016076
IRS990/TotalAssetsGrp/EOYAmt03464452
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010845
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096140
IRS990/TotalFunctionalExpensesGrp/TotalAmt0134448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03016076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03464452
IRS990/TotalProgramServiceExpensesAmt096140
IRS990/TotalRevenueGrp/ExclusionAmt0571947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0582792
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03016076
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03464452
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03016076
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03464452
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 201
IRS990/USAddress/CityNm0BERGHOLZ
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043908
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07406994699
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGHOLZ COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0341757488
ReturnHeader/Filer/PhoneNum07406994699
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 201
ReturnHeader/Filer/USAddress/CityNm0BERGHOLZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043908
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BD734C7B69F94535CDC46567752D5FC3117FB27D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD734C7B69F94535CDC46567752D5FC3117FB27D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.25.85.153
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:32:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPILMAN THOMAS & BATTLE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 KANAWHA BLVD EAST P O BOX 273
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03042306952
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R CROFT
ReturnHeader/ReturnTs02019-05-07T07:32:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
$3,464,452
Liabilities
$0
Net assets
$3,464,452
Revenue
$582,792
Expenses
$134,448
Net income
$448,344
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