Civic Intelligence

Bergholz Fdn-Unrestricted Enodw Ima

990 • Fiscal year 2020 • EIN 34-1757488

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 19, 2021

Organization ProfileN/A
PO Box 201Bergholz, OH 43908

(740) 768-2229

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

8.0%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-1.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,693,403

Down $45,086 (-1.2%) from 2019

Net Assets

Down

$3,693,403

Down $45,086 (-1.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin55th percentile

Revenue

Down

$150,414

Down $20,492 (-12%) from 2019

Expenses

Up

$138,316

Up $11,839 (+9.4%) from 2019

Net Income

Down

$12,098

Down $32,331 (-73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2020

Assets$3,693,403
Liabilities$0
Net Assets$3,693,403
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$150,414
Expenses$138,316
Net Income$12,098
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Gross Receipts
$954,161
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$3,738,487$3,693,401▼ $45,086
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$3,738,489$3,693,403▼ $45,086
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,738,489$3,693,403▼ $45,086
Total Net Assets Fund Balance$3,738,489$3,693,403▼ $45,086
Total Liabilities and Net Assets / Fund Balance$3,738,489$3,693,403▼ $45,086

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
-Trustee/president
-Trustee/vice-president/co-treasure
David McbaneTrustee
Dawn KleinTrustee
Kimberly RichardsonTrustee
Megan CrowTrustee
Michael DubetzTrustee
Ryan BoydTrustee
-Trustee/secretary/co-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,825
Program Service Revenue
$0
Investment Income
$132,589
Other Revenue
$0
All Other Contributions
$17,825
Change in Net Assets
$12,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,290
Other Expenses$56,026
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,290--$82,290
Fees for Service Investment Mgmnt Fees-$25,193-$25,193
Insurance-$3,912-$3,912
Other Expenses$3,183--$3,183
Fees for Services Legal-$2,594-$2,594
Fees for Services Accounting-$2,290-$2,290
Office Expenses-$1,933-$1,933
All Other Expenses-$200-$200
Total Functional Expenses$102,194$36,122$0$138,316
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bergholz Volunteer Fire DepartmentBergholz, OH-General Support$28,377
Village of BergholzBergholz, OH-General Support$24,813
Elkhorn Valley Christian Service CampBergholz, OH-General Support$10,000
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 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
7406994699
Signed
2021-01-19
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
Raw XML Appendix386 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, 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/FormAndLineReferenceDesc0PT II LN 17A
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IRS990ScheduleI/RecipientTable/CashGrantAmt124813
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VILLAGE OF BERGHOLZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ELKHORN VALLEY CHRISTIAN SERVICE CAMP
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IRS990ScheduleI/RecipientTable/RecipientEIN1346651902
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1256-1 SECOND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt28200 CARNATION RD SE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143908
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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/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
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt03738489
IRS990/TotalAssetsGrp/EOYAmt03693403
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036122
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0102194
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/USAddress/ZIPCd043908
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07406994699
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-19
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ReturnHeader/Filer/PhoneNum07407682229
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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/PreparationDt02021-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD MIZER CPA
ReturnHeader/ReturnTs02021-02-02T17:46:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,693,403
Liabilities
$0
Net assets
$3,693,403
Revenue
$150,414
Expenses
$138,316
Net income
$12,098
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