Civic Intelligence

Bergholz Fdn-Unrestricted Enodw Ima

990 • Fiscal year 2023 • EIN 34-1757488

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 07, 2024

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

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

91st percentile

57%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

113%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,128,661

Up $2,222,062 (+57%) from 2022

Net Assets

Up

$6,128,661

Up $2,222,062 (+57%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin97th percentile

Revenue

Up

$2,215,811

Up $1,177,952 (+113%) from 2022

Expenses

Up

$332,758

Up $226,173 (+212%) from 2022

Net Income

Up

$1,883,053

Up $951,779 (+102%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2023

Assets$6,128,661
Liabilities$0
Net Assets$6,128,661
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$2,215,811
Expenses$332,758
Net Income$1,883,053
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 7, 2024
Return Version
2022v5.0
Gross Receipts
$2,439,016
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$3,906,597$6,100,806▲ $2,194,209
Cash and Non-Interest-Bearing Accounts-$27,853-
Land, Buildings, and Equipment, Net$2$2→ $0
Total Assets$3,906,599$6,128,661▲ $2,222,062
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,906,599$6,128,661▲ $2,222,062
Total Net Assets Fund Balance$3,906,599$6,128,661▲ $2,222,062
Total Liabilities and Net Assets / Fund Balance$3,906,599$6,128,661▲ $2,222,062

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Amy RichardsTrustee/president
Terri McconnaughyTrustee/vice-president/co-
David McbaneTrustee
Dawn KleinTrustee
Kimberly RichardsonTrustee
Meghan CrowTrustee
Michael DubetzTrustee
Ryan BoydTrustee
Christy KemmerTrustee/secretary/co-treas
Revenue and Support

Revenue Composition

Contributions and Grants
$2,129,614
Program Service Revenue
$0
Investment Income
$86,197
Other Revenue
$0
All Other Contributions
$2,129,614
Change in Net Assets
$1,883,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,520
Grants and Similar Amounts Paid$161,238
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$161,238--$161,238
Fees for Service Investment Mgmnt Fees-$29,175-$29,175
All Other Expenses$11,661$238-$11,899
Insurance-$6,405-$6,405
Other Expenses$5,915--$5,915
Fees for Services Accounting-$4,570-$4,570
Office Expenses-$2,445-$2,445
Advertising-$100-$100
Total Functional Expenses$289,825$42,933$0$332,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bergholz Volunteer Fire DepartmentBergholz, OH-General Support$95,311
Edison Local School DistrictHammondsville, OH-General Support$19,385
Bergholz EmsBergholz, OH-General Support$16,440
Village of BergholzBergholz, OH-General Support$13,002
Northeast Jefferson County Food PantryBergholz, OH-General Support$8,300
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
2024-02-07
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 AppendixShowing 400 of 418 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/CommunityTrustInd0X
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: 06/01/23 AMOUNT: 2020279.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
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IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0109335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt021685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0211814
IRS990ScheduleA/TotalSupportAmt0671336
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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/CashGrantAmt095311
IRS990ScheduleI/RecipientTable/CashGrantAmt113002
IRS990ScheduleI/RecipientTable/CashGrantAmt28300
IRS990ScheduleI/RecipientTable/CashGrantAmt319385
IRS990ScheduleI/RecipientTable/CashGrantAmt416440
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BERGHOLZ VOLUNTEER FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1VILLAGE OF BERGHOLZ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NORTHEAST JEFFERSON COUNTY FOOD PANTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3EDISON LOCAL SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4BERGHOLZ EMS
IRS990ScheduleI/RecipientTable/RecipientEIN0341664040
IRS990ScheduleI/RecipientTable/RecipientEIN1346651902
IRS990ScheduleI/RecipientTable/RecipientEIN2264451684
IRS990ScheduleI/RecipientTable/RecipientEIN3341017078
IRS990ScheduleI/RecipientTable/RecipientEIN4364213601
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1256-1 SECOND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 613
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt314890 ST RT 213
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4275 2ND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm2BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HAMMONDSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BERGHOLZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd243908
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd343930
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd443908
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
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IRS990/TotalAssetsEOYAmt06128661
IRS990/TotalAssetsGrp/BOYAmt03906599
IRS990/TotalAssetsGrp/EOYAmt06128661
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042933
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0289825
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332758
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt086197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02215811
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06128661
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BERGHOLZ
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043908
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY RICHARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07407682209
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGHOLZ COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0341757488
ReturnHeader/Filer/PhoneNum07407682229
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ReturnHeader/Filer/USAddress/CityNm0BERGHOLZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,128,661
Liabilities
$0
Net assets
$6,128,661
Revenue
$2,215,811
Expenses
$332,758
Net income
$1,883,053
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