Civic Intelligence

Allegheny Wesleyan Methodist Stewardship Foundation Inc.

990 • Fiscal year 2023 • EIN 34-1813463

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 27, 2024

Organization ProfileN/A
PO Box 357Salem, OH 44460

(814) 720-7828

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.38x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

8.81x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

25th percentile

$36,980

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

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

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$5,213,796

Up $631,574 (+14%) from 2022

Net Assets

Up

$3,235,832

Up $202,637 (+6.7%) from 2022

Liabilities

Up

$1,977,964

Up $428,937 (+28%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin56th percentile

Revenue

Down

$224,514

Down $284,501 (-56%) from 2022

Expenses

Down

$209,976

Down $27,926 (-12%) from 2022

Net Income

Down

$14,538

Down $256,575 (-95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,769,926Liabilities 2010: $498,119Net Assets 2010: $2,271,8072010Assets 2011: $2,651,306Liabilities 2011: $488,062Net Assets 2011: $2,163,2442011Assets 2012: $2,843,514Liabilities 2012: $503,185Net Assets 2012: $2,340,3292012Assets 2013: $3,218,082Liabilities 2013: $654,198Net Assets 2013: $2,563,8842013Assets 2014: $3,373,620Liabilities 2014: $705,032Net Assets 2014: $2,668,5882014Assets 2015: $3,256,720Liabilities 2015: $637,694Net Assets 2015: $2,619,0262015Assets 2016: $3,459,397Liabilities 2016: $720,019Net Assets 2016: $2,739,3782016Assets 2017: $3,833,545Liabilities 2017: $794,274Net Assets 2017: $3,039,2712017Assets 2018: $3,507,922Liabilities 2018: $768,764Net Assets 2018: $2,739,1582018Assets 2019: $4,127,379Liabilities 2019: $970,541Net Assets 2019: $3,156,8382019Assets 2020: $4,246,814Liabilities 2020: $1,038,747Net Assets 2020: $3,208,0672020Assets 2021: $5,127,368Liabilities 2021: $1,562,844Net Assets 2021: $3,564,5242021Assets 2022: $4,582,222Liabilities 2022: $1,549,027Net Assets 2022: $3,033,1952022Assets 2023: $5,213,796Liabilities 2023: $1,977,964Net Assets 2023: $3,235,8322023Assets 2024: $6,101,071Liabilities 2024: $2,420,148Net Assets 2024: $3,680,9232024

Highlighted filing

2023

Assets$5,213,796
Liabilities$1,977,964
Net Assets$3,235,832
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $161,8252010Expenses 2011: $153,7122011Expenses 2012: $159,1322012Revenue 2013: $375,008Expenses 2013: $170,425Net Income 2013: $204,5832013Revenue 2014: $209,836Expenses 2014: $185,256Net Income 2014: $24,5802014Revenue 2015: $355,009Expenses 2015: $172,734Net Income 2015: $182,2752015Revenue 2016: $209,863Expenses 2016: $168,134Net Income 2016: $41,7292016Revenue 2017: $105,632Expenses 2017: $175,712Net Income 2017: -$70,0802017Revenue 2018: $319,402Expenses 2018: $188,625Net Income 2018: $130,7772018Revenue 2019: $251,671Expenses 2019: $188,275Net Income 2019: $63,3962019Revenue 2020: $43,726Expenses 2020: $198,065Net Income 2020: -$154,3392020Revenue 2021: $172,030Expenses 2021: $262,009Net Income 2021: -$89,9792021Revenue 2022: $509,015Expenses 2022: $237,902Net Income 2022: $271,1132022Revenue 2023: $224,514Expenses 2023: $209,976Net Income 2023: $14,5382023Revenue 2024: $437,014Expenses 2024: $243,304Net Income 2024: $193,7102024

Highlighted filing

2023

Revenue$224,514
Expenses$209,976
Net Income$14,538
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Gross Receipts
$2,478,681
Mission and Program Overview

Mission

To assist persons in making lasting contributions to the institutions and local churches of the allegheny wesleyan methodist connection and, as such, is designated to serve the connection, its related institutions, and local churches.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,870,571$2,231,207▼ $1,639,364
Investments Other Securities-$1,378,322-
Savings and Temporary Cash Investments$342,223$1,207,651▲ $865,428
Investments Program Related$68,315$106,707▲ $38,392
Total Assets$4,582,222$5,213,796▲ $631,574
Other Assets Total$301,113$289,909▼ $11,204
Liabilities
Escrow Account Liability$1,445,997$1,905,023▲ $459,026
Other Liabilities$88,030$57,941▼ $30,089
Unsecured Notes Loans Payable$15,000$15,000→ $0
Total Liabilities$1,549,027$1,977,964▲ $428,937
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,681,870$2,893,033▲ $211,163
Net Assets With Donor Restrictions$351,325$342,799▼ $8,526
Total Net Assets Fund Balance$3,033,195$3,235,832▲ $202,637
Total Liabilities and Net Assets / Fund Balance$4,582,222$5,213,796▲ $631,574

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$289,909--
Other Securities$854,480--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James KunselmanDirector--$36,980$36,980
Daniel KaufmanDirector--$35,049$35,049
David BlowersVice-president--$33,991$33,991
David LargePresidentPT$14,740-$14,740
Timothy TroyerTreasurerPT$8,620-$8,620

Board Members and Trustees

NameTitle
Bradley ForriderDirector
Joseph SmithDirector
Larry BrunkDirector
Brant LutherSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,358
Program Service Revenue
$22,947
Investment Income
$182,209
Other Revenue
$0
All Other Contributions
$19,358
Change in Net Assets
$14,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$143,430
Other Expenses$41,399
Salaries, Compensation, and Employee Benefits$25,147
Total Fundraising Expense$16,692
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$143,430--$143,430
Current Officers, Directors, Trustees, and Key Employees$2,336$8,370$12,654$23,360
Fees for Service Investment Mgmnt Fees-$16,786-$16,786
Travel$1,042$1,563$2,606$5,211
Fees for Services Accounting-$4,899-$4,899
Payroll Taxes$179$640$968$1,787
Office Expenses-$1,570-$1,570
Insurance-$962-$962
Other Expenses$771--$771
Advertising--$464$464
Conferences and Meetings$225--$225
Total Functional Expenses$158,494$34,790$16,692$209,976
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Allegheny Wesleyan Methodist ConnectionSalem, OH501(c)(3)Church Administration$45,603
Allegheny Wesleyan CollegeSalem, OH501(c)(3)Education$36,786
Allegheny MissionsSalem, OH501(c)(3)Mission Outreach$33,786
Stoneboro Campmeeting AssociationStoneboro, PA501(c)(3)Capital Improvements$16,893
Allegheny PioneeringSalem, OH501(c)(3)Outreach$5,806
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$57,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“James kunselman and timothy troyer have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The treasurer reviews the 990.”

Form 990, Part VI, Section B, Line 15

“The executive committee annually reviews the compensation of every employee and makes recommendations to the full board for their approval. This process is part of the annual budget.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon written request by the public.”

Filing and Contact Details

Filer

Filer Name
Allegheny Wesleyan Methodist
EIN
34-1813463
Phone
8147207828
Address
PO BOX 357, SALEM, OH 44460

Signing Officer

Name
Timothy Troyer
Title
Treasurer
Phone
8147207828
Signed
2024-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Large
Formed
1995
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
4
Employees
2
Volunteers
9

Preparer

Firm
Keller & Owens LLC
Address
10955 LOWELL AVE STE 800, OVERLAND PARK, KS 66210
Preparer
Gregory D Owens
Phone
9133383500
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“This amount held in escrow is a pooled income fund that combines the funds of several organizations.”

PART X, LINE 2:

“The foundation has adopted the provisions of fasb asc 740-10 as it might apply to the foundation's financial transactions. The foundation's policy is to record a liability for any tax position that is beneficial to the foundation, including any related interest and penalties, when it is more likely than not the position taken by management with respect to the transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of december 31, 2023 and, accordingly, no liability has been accrued.”

Raw XML AppendixShowing 400 of 524 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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016601
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16346
IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010511
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058235
IRS990/ProgSrvcAccomActy3Grp/GrantAmt058235
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt055962
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt051409
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt022947
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010037
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0167836
IRS990/PYInvestmentIncomeAmt0480858
IRS990/PYOtherExpensesAmt047072
IRS990/PYOtherRevenueAmt03428
IRS990/PYProgramServiceRevenueAmt014692
IRS990/PYRevenuesLessExpensesAmt0271113
IRS990/PYSalariesCompEmpBnftPaidAmt022994
IRS990/PYTotalExpensesAmt0237902
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0509015
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014538
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0342223
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01207651
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt014293
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251253863
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt014293
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0143430
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALLEGHENY WESL METH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0143430
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AdditionsDuringYearAmt0792810
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BeginningBalanceAmt01445997
IRS990ScheduleD/DistributionsDuringYearAmt0333784
IRS990ScheduleD/EndingBalanceAmt01905023
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0289909
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057941
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0523842
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1854480
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD SHORT TERM CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES CORE S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS AMOUNT HELD IN ESCROW IS A POOLED INCOME FUND THAT COMBINES THE FUNDS OF SEVERAL ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 AS IT MIGHT APPLY TO THE FOUNDATION'S FINANCIAL TRANSACTIONS. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2023 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0289909
IRS990ScheduleD/TotalBookValueSecuritiesAmt01378322
IRS990ScheduleD/TotalLiabilityAmt057941
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt036786
IRS990ScheduleI/RecipientTable/CashGrantAmt145603
IRS990ScheduleI/RecipientTable/CashGrantAmt233786
IRS990ScheduleI/RecipientTable/CashGrantAmt316893
IRS990ScheduleI/RecipientTable/CashGrantAmt45806
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHURCH ADMINISTRATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MISSION OUTREACH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CAPITAL IMPROVEMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OUTREACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALLEGHENY WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALLEGHENY WESLEYAN METHODIST CONNECTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ALLEGHENY MISSIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3STONEBORO CAMPMEETING ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ALLEGHENY PIONEERING
IRS990ScheduleI/RecipientTable/RecipientEIN0341142457
IRS990ScheduleI/RecipientTable/RecipientEIN1251253863
IRS990ScheduleI/RecipientTable/RecipientEIN2251253863
IRS990ScheduleI/RecipientTable/RecipientEIN3341438721
IRS990ScheduleI/RecipientTable/RecipientEIN4251253863
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02161 WOODSDALE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3965 FREDONIA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 357
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm3STONEBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SALEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244460
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd316153
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd444460
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION NORMALLY RECEIVES THANK YOU NOTES AND PICTURES OF PROJECTS THAT WERE FUNDED THROUGH THE FOUNDATION'S GIVING PROGRAM. ADDITIONALLY, THERE IS USUALLY AT LEAST ONE BOARD MEMBER THAT HAS FIRST-HAND KNOWLEDGE OF THE PROJECTS THAT RECEIVE FUNDING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES KUNSELMAN AND TIMOTHY TROYER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF EVERY EMPLOYEE AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR THEIR APPROVAL. THIS PROCESS IS PART OF THE ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,213,796
Liabilities
$1,977,964
Net assets
$3,235,832
Revenue
$224,514
Expenses
$209,976
Net income
$14,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.10$2.42$3.68$0.44$0.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$5.21$1.98$3.24$0.22$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.58$1.55$3.03$0.51$0.24$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.13$1.56$3.56$0.17$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.25$1.04$3.21$0.04$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.97$3.16$0.25$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.51$0.77$2.74$0.32$0.19$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.83$0.79$3.04$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.72$2.74$0.21$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.64$2.62$0.36$0.17$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.71$2.67$0.21$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.65$2.56$0.38$0.17$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$0.50$2.34$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.49$2.16$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.50$2.27$0.16