Civic Intelligence

Bergholz Fdn-Unrestricted Enodw Ima

990 • Fiscal year 2019 • EIN 34-1757488

Jul 01, 2018 to Jun 30, 2019 • Filed on May 12, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

63rd percentile

7.9%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,738,489

Up $274,037 (+7.9%) from 2018

Net Assets

Up

$3,738,489

Up $274,037 (+7.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$170,906

Down $411,886 (-71%) from 2018

Expenses

Down

$126,477

Down $7,971 (-5.9%) from 2018

Net Income

Down

$44,429

Down $403,915 (-90%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$3,738,489
Liabilities$0
Net Assets$3,738,489

Operations Trend

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

2019

Revenue$170,906
Expenses$126,477
Net Income$44,429
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 12, 2020
Return Version
2018v3.1
Gross Receipts
$302,162
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$3,369,985$3,738,487▲ $368,502
Savings and Temporary Cash Investments$94,465--
Land, Buildings, and Equipment, Net$2$2→ $0
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$3,464,452$3,738,489▲ $274,037
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,464,452$3,738,489▲ $274,037
Total Net Assets Fund Balance$3,464,452$3,738,489▲ $274,037
Total Liabilities and Net Assets / Fund Balance$3,464,452$3,738,489▲ $274,037

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2--
Compensation and Service Providers

Board Members and Trustees

NameTitle
-President
-Vice-president/co-treasurer
David McbaneTrustee
Dawn KleinTrustee
Edwin PalmerTrustee
Marianne FeatheringhamTrustee
Megan CrowTrustee
Michael DubetzTrustee
-Secretary/co-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,000
Program Service Revenue
$0
Investment Income
$92,178
Other Revenue
$43,728
All Other Contributions
$35,000
Change in Net Assets
$44,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$67,677
Grants and Similar Amounts Paid$58,800
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$58,800--$58,800
Fees for Service Investment Mgmnt Fees-$23,630-$23,630
Fees for Services Legal-$8,163-$8,163
Other Expenses$1,855$1,975-$1,855
Insurance-$1,376-$1,376
Office Expenses-$541-$541
Advertising-$387-$387
Conferences and Meetings-$349-$349
All Other Expenses$214--$214
Total Functional Expenses$90,056$36,421$0$126,477
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bergholz Volunteer Fire DepartmentBergholz, OH-Matching Funds$13,887
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,795
Fundraising Direct Expenses$9,067
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Events$52,795$52,795$4,046$48,749
Total Events$52,795$52,795$9,068$43,727
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

Governance Explanations

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
7406994699
Address
PO BOX 201, BERGHOLZ, OH 43908

Signing Officer

Name
Amy Richards
Title
President
Phone
7406994699
Signed
2020-05-12
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
0

Preparer

Firm
Rea & Associates Inc
Address
PO BOX 1020, NEW PHILADELPHIA, OH 44663-5120
Preparer
Todd Mizer CPA
Phone
3303396651
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change from cost to fmv reporting of investment values 126,414.

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS 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, TRUCK DRIVER, RETIRED SCHOOL TEACHER, 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/FormAndLineReferenceDesc0PT II LN 17A:
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09778
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt083286
IRS990ScheduleA/TotalSupportAmt0581883
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09068
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0180
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0180
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COMMUNITY EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04286
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04286
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052795
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052795
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt043727
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0556
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0556
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04046
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04046
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt013887
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MATCHING FUNDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BERGHOLZ VOLUNTEER FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientEIN0341664040
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0724 MONROE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043908
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE FROM COST TO FMV REPORTING OF INVESTMENT VALUES 126,414.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03464452
IRS990/TotalAssetsEOYAmt03738489
IRS990/TotalAssetsGrp/BOYAmt03464452
IRS990/TotalAssetsGrp/EOYAmt03738489
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090056
IRS990/TotalFunctionalExpensesGrp/TotalAmt0126477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03464452
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03738489
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt090056
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0135906
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170906
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03464452
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03738489
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03464452
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03738489
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 201
IRS990/USAddress/CityNm0BERGHOLZ
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043908
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07406994699
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
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/AtSubmissionCreationDeviceId00225B616D881E02A83C2DAA49E0550B5196C66AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00225B616D881E02A83C2DAA49E0550B5196C66AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.138.98
ReturnHeader/FilingSecurityInformation/IPDt02020-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:25:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1020
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0446635120
ReturnHeader/PreparerPersonGrp/PhoneNum03303396651
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD MIZER CPA
ReturnHeader/ReturnTs02020-05-13T13:13:30-05:00
ReturnHeader/ReturnTypeCd0990

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