Civic Intelligence

Holmes County Community Foundation C/O Garrett Roach Trustee

990 • Fiscal year 2020 • EIN 34-1961329

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

Organization ProfileN/A
138 East Jackson StreetMillersburg, OH 44654

(330) 674-3055

Siviq Scores

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

Liabilities / Assets

98th percentile

4.43x

Higher debt load relative to assets than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

97th percentile

2.62x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

37th percentile

-2.7%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

12%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$154,796

Down $4,256 (-2.7%) from 2019

Net Assets

Up

-$531,301

Up $240,260 (+31%) from 2019

Liabilities

Down

$686,097

Down $244,516 (-26%) from 2019

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin97th percentile

Revenue

Up

$261,684

Up $27,848 (+12%) from 2019

Expenses

Down

$21,531

Down $177,120 (-89%) from 2019

Net Income

Up

$240,153

Up $204,968 (+583%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2010: $146,614Liabilities 2010: $0Net Assets 2010: $146,6142010Assets 2011: $149,133Liabilities 2011: $0Net Assets 2011: $149,1332011Assets 2012: $150,396Liabilities 2012: $0Net Assets 2012: $150,3962012Assets 2013: $447,327Liabilities 2013: $0Net Assets 2013: $447,3272013Assets 2014: $189,133Liabilities 2014: $451,588Net Assets 2014: -$262,4552014Assets 2015: $242,694Liabilities 2015: $612,741Net Assets 2015: -$370,0472015Assets 2016: $511,623Liabilities 2016: $593,407Net Assets 2016: -$81,7842016Assets 2017: $213,586Liabilities 2017: $1,326,362Net Assets 2017: -$1,112,7762017Assets 2018: $176,445Liabilities 2018: $983,287Net Assets 2018: -$806,8422018Assets 2019: $159,052Liabilities 2019: $930,613Net Assets 2019: -$771,5612019Assets 2020: $154,796Liabilities 2020: $686,097Net Assets 2020: -$531,3012020Assets 2021: $158,175Liabilities 2021: $0Net Assets 2021: $158,1752021Assets 2022: $49,819Liabilities 2022: $0Net Assets 2022: $49,8192022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$154,796
Liabilities$686,097
Net Assets-$531,301
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $70,1962010Expenses 2011: $19,6652011Expenses 2012: $3,9972012Revenue 2013: $301,650Expenses 2013: $4,719Net Income 2013: $296,9312013Revenue 2014: $411,022Expenses 2014: $1,120,804Net Income 2014: -$709,7822014Revenue 2015: $625,213Expenses 2015: $732,805Net Income 2015: -$107,5922015Revenue 2016: $516,901Expenses 2016: $228,638Net Income 2016: $288,2632016Revenue 2017: $559,209Expenses 2017: $1,590,201Net Income 2017: -$1,030,9922017Revenue 2018: $348,537Expenses 2018: $42,495Net Income 2018: $306,0422018Revenue 2019: $233,836Expenses 2019: $198,651Net Income 2019: $35,1852019Revenue 2020: $261,684Expenses 2020: $21,531Net Income 2020: $240,1532020Revenue 2021: $703,830Expenses 2021: $14,246Net Income 2021: $689,5842021Revenue 2022: $5Expenses 2022: $108,361Net Income 2022: -$108,3562022Revenue 2023: $5,000Expenses 2023: $54,819Net Income 2023: -$49,8192023

Highlighted filing

2020

Revenue$261,684
Expenses$21,531
Net Income$240,153
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.1
Gross Receipts
$261,684
Mission and Program Overview

Mission

Our mission is to assist donors in fulfilling their philanthropic goals and thereby positively impacting our community and our citizens.

Our most significant activity is to support programs and organizations in the community that benefit the residents of holmes county and the surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,476$108,221▲ $745
Savings and Temporary Cash Investments$51,576$46,575▼ $5,001
Total Assets$159,052$154,796▼ $4,256
Liabilities
Mortgage Notes Payable Secured by Investment Property$930,613$686,097▼ $244,516
Total Liabilities$930,613$686,097▼ $244,516
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,922$4,922→ $0
Net Assets Without Donor Restrictions$-776,483$-536,223▲ $240,260
Total Net Assets Fund Balance$-771,561$-531,301▲ $240,260
Total Liabilities and Net Assets / Fund Balance$159,052$154,796▼ $4,256

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$4,922---$4,922
2019$4,922---$4,922
2018$4,892-▲ $30-$4,922
2017$4,888-▲ $4-$4,892
2016$4,888---$4,888
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Garrett M RoachTrustee
Michael K TaylorTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$261,045
Program Service Revenue
$0
Investment Income
$639
Other Revenue
$0
All Other Contributions
$261,045
Change in Net Assets
$240,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,495
Grants and Similar Amounts Paid$4,036
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$17,417-$17,417
Grants to Domestic Orgs$4,036--$4,036
Other Expenses-$78-$78
Total Functional Expenses$4,036$17,495$0$21,531
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
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“The tax return for the holmes county community foundation is completed annually by a board selected accounting firm. Copies of the prepared tax return are provided to each member of the governing body. Once the governing body has reviewed their copies, any necessary changes will then be discussed with the accounting agency and updated on the form. Once all necessary changes have been made on the finished form 990, it will be signed and dated by an officer of the holmes county community foundation, and submitted to appropriate tax authorities.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written conflict of interest policy and requires each member of its governing body to report any potential conflicts of interest. This is done by distributing a copy of the organization's policy to each governing body member annually and having them sign in acknowlegement that they understand the policy and have a continuing responsibility to remain compliant with this policy.”

Form 990, Part VI, Section C, Line 19

“This organization makes a copy of its required documents available to the public by request. The organization's most recently filed tax returns are also available through another's website at <www.guidestar.org>.”

Filing and Contact Details

Filer

Filer Name
Holmes County Community Foundation
EIN
34-1961329
Phone
3306743055
Address
138 EAST JACKSON STREET, MILLERSBURG, OH 44654

Signing Officer

Name
Garrett M Roach
Title
Trustee
Phone
3306743055
Signed
2021-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garrett M Roach
Formed
2001
Legal Domicile
Oh
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
6

Preparer

Firm
Rea & Associates Inc
Address
212 N WASHINGTON STREET, MILLERSBURG, OH 44654
Preparer
Chris Roush CPA
Phone
3306746055
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The fund is intended to be used only for the charitable purposes of the foundation. The temporarily restricted fund is restricted by location. It is set up so that disbursed funds benefit the local community only.”

Raw XML Appendix318 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OUR MOST SIGNIFICANT ACTIVITY IS TO SUPPORT PROGRAMS AND ORGANIZATIONS IN THE COMMUNITY THAT BENEFIT THE RESIDENTS OF HOLMES COUNTY AND THE SURROUNDING AREA.
IRS990/AllOtherContributionsAmt0261045
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0REA ASSOCIATES
IRS990/BooksInCareOfDetail/PhoneNum03305214540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0212 NORTH WASHINGTON STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILLERSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044654
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0107476
IRS990/CashNonInterestBearingGrp/EOYAmt0108221
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0261045
IRS990/CYGrantsAndSimilarPaidAmt04036
IRS990/CYInvestmentIncomeAmt0639
IRS990/CYOtherExpensesAmt017495
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0240153
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt021531
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261684
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE HOLMES COUNTY COMMUNITY FOUNDATION PROVIDES ASSISTANCE TO ORGANIZATIONS WHICH SERVE THE COMMUNITY. THE ORGANIZATION'S LARGEST ACCOMPLISHMENT THIS YEAR WAS CONTINUED HELP TO PROCURE FUNDING FOR RELOCATION AND ESTABLISHMENT OF THE FAIR GROUNDS. THEY WERE PREVIOUSLY PRONE TO FLOODING; WORK IS STILL UNDERWAY AT THE NEW LOCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04922
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04922
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04036
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0GARRETT M ROACH
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL K TAYLOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt04036
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04036
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04036
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0261684
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt017417
IRS990/InterestGrp/TotalAmt017417
IRS990/InvestmentIncomeGrp/ExclusionAmt0639
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0639
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION IS TO ASSIST DONORS IN FULFILLING THEIR PHILANTHROPIC GOALS AND THEREBY POSITIVELY IMPACTING OUR COMMUNITY AND OUR CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0930613
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0686097
IRS990/NetAssetsOrFundBalancesBOYAmt0-771561
IRS990/NetAssetsOrFundBalancesEOYAmt0-531301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0107
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-776483
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-536223
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE & OFFICE SUPPLI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt078
IRS990/OtherExpensesGrp/TotalAmt078
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARRETT M ROACH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0230597
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0175154
IRS990/PYInvestmentIncomeAmt03239
IRS990/PYOtherExpensesAmt023497
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt035185
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0198651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0233836
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0240153
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051576
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0261045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0230597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0347952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0559121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0516890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01915605
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0639
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024676
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87160
IRS990ScheduleA/PublicSupportPY170Pct00.81330
IRS990ScheduleA/PublicSupportTotal170Amt01691053
IRS990ScheduleA/SubstantialContributorsTotAmt0224552
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0261045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0230597
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0347952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0559121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0516890
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01915605
IRS990ScheduleA/TotalSupportAmt01940281
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/CYEndwmtFundGrp/BeginningYearBalanceAmt04922
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04922
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04892
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04892
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04888
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04888
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt00
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt00
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt04922
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS INTENDED TO BE USED ONLY FOR THE CHARITABLE PURPOSES OF THE FOUNDATION. THE TEMPORARILY RESTRICTED FUND IS RESTRICTED BY LOCATION. IT IS SET UP SO THAT DISBURSED FUNDS BENEFIT THE LOCAL COMMUNITY ONLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN FOR THE HOLMES COUNTY COMMUNITY FOUNDATION IS COMPLETED ANNUALLY BY A BOARD SELECTED ACCOUNTING FIRM. COPIES OF THE PREPARED TAX RETURN ARE PROVIDED TO EACH MEMBER OF THE GOVERNING BODY. ONCE THE GOVERNING BODY HAS REVIEWED THEIR COPIES, ANY NECESSARY CHANGES WILL THEN BE DISCUSSED WITH THE ACCOUNTING AGENCY AND UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES HAVE BEEN MADE ON THE FINISHED FORM 990, IT WILL BE SIGNED AND DATED BY AN OFFICER OF THE HOLMES COUNTY COMMUNITY FOUNDATION, AND SUBMITTED TO APPROPRIATE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AND REQUIRES EACH MEMBER OF ITS GOVERNING BODY TO REPORT ANY POTENTIAL CONFLICTS OF INTEREST. THIS IS DONE BY DISTRIBUTING A COPY OF THE ORGANIZATION'S POLICY TO EACH GOVERNING BODY MEMBER ANNUALLY AND HAVING THEM SIGN IN ACKNOWLEGEMENT THAT THEY UNDERSTAND THE POLICY AND HAVE A CONTINUING RESPONSIBILITY TO REMAIN COMPLIANT WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION MAKES A COPY OF ITS REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC BY REQUEST. THE ORGANIZATION'S MOST RECENTLY FILED TAX RETURNS ARE ALSO AVAILABLE THROUGH ANOTHER'S WEBSITE AT <WWW.GUIDESTAR.ORG>.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0159052
IRS990/TotalAssetsEOYAmt0154796
IRS990/TotalAssetsGrp/BOYAmt0159052
IRS990/TotalAssetsGrp/EOYAmt0154796
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0261045
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017495
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04036
IRS990/TotalFunctionalExpensesGrp/TotalAmt021531
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0930613
IRS990/TotalLiabilitiesEOYAmt0686097
IRS990/TotalLiabilitiesGrp/BOYAmt0930613
IRS990/TotalLiabilitiesGrp/EOYAmt0686097
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-771561
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-531301
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04036
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0639
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0159052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0154796
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0138 EAST JACKSON STREET
IRS990/USAddress/CityNm0MILLERSBURG
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044654
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GARRETT M ROACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03306743055
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLMES COUNTY COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GARRETT ROACH TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HOLM
ReturnHeader/Filer/EIN0341961329
ReturnHeader/Filer/PhoneNum03306743055
ReturnHeader/Filer/USAddress/AddressLine1Txt0138 EAST JACKSON STREET
ReturnHeader/Filer/USAddress/CityNm0MILLERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044654
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341310124
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 N WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILLERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044654
ReturnHeader/PreparerPersonGrp/PhoneNum03306746055
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS ROUSH CPA
ReturnHeader/ReturnTs02021-10-08T10:25:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARRETT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROACH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$154,796
Liabilities
$686,097
Net assets
-$531,301
Revenue
$261,684
Expenses
$21,531
Net income
$240,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.05$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.70$0.01$0.69
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.69$0.53$0.26$0.02$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.93$0.77$0.23$0.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.98$0.81$0.35$0.04$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.21$1.33$1.11$0.56$1.59$1.03
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.59$0.08$0.52$0.23$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.61$0.37$0.63$0.73$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.45$0.26$0.41$1.12$0.71
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.30$0.00$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.07