Civic Intelligence

The Marsh Foundation

990 • Fiscal year 2024 • EIN 34-4431300

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 21, 2024

1229 Lincoln Hwy PO Box 150Van Wert, OH 45891-0150

(419) 238-1695

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.12x

Higher debt load relative to revenue than 22% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

17th percentile

-8.3%

Higher net margin than 17% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

10th percentile

$125,676

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

55th percentile

7.6%

Faster asset growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$70,219,817

Up $4,948,539 (+7.6%) from 2023

Net Assets

Up

$69,479,696

Up $4,806,413 (+7.4%) from 2023

Liabilities

Up

$740,121

Up $142,126 (+24%) from 2023

Revenue

Up

$6,342,168

Up $1,438,335 (+29%) from 2023

Expenses

Up

$6,865,907

Up $75,959 (+1.1%) from 2023

Net Income

Up

-$523,739

Up $1,362,376 (+72%) from 2023

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $47,912,331Liabilities 2011: $414,780Net Assets 2011: $47,497,5512011Assets 2012: $48,117,623Liabilities 2012: $542,367Net Assets 2012: $47,575,2562012Assets 2013: $50,967,066Liabilities 2013: $519,685Net Assets 2013: $50,447,3812013Assets 2014: $55,533,928Liabilities 2014: $624,951Net Assets 2014: $54,908,9772014Assets 2015: $54,964,152Liabilities 2015: $706,641Net Assets 2015: $54,257,5112015Assets 2016: $53,960,008Liabilities 2016: $599,574Net Assets 2016: $53,360,4342016Assets 2017: $56,028,293Liabilities 2017: $482,131Net Assets 2017: $55,546,1622017Assets 2018: $57,536,762Liabilities 2018: $471,558Net Assets 2018: $57,065,2042018Assets 2019: $58,612,891Liabilities 2019: $537,947Net Assets 2019: $58,074,9442019Assets 2020: $60,250,142Liabilities 2020: $693,408Net Assets 2020: $59,556,7342020Assets 2021: $69,811,115Liabilities 2021: $542,661Net Assets 2021: $69,268,4542021Assets 2022: $62,845,509Liabilities 2022: $543,401Net Assets 2022: $62,302,1082022Assets 2023: $65,271,278Liabilities 2023: $597,995Net Assets 2023: $64,673,2832023Assets 2024: $70,219,817Liabilities 2024: $740,121Net Assets 2024: $69,479,6962024Assets 2025: $74,439,170Liabilities 2025: $715,053Net Assets 2025: $73,724,1172025

Highlighted filing

2024

Assets$70,219,817
Liabilities$740,121
Net Assets$69,479,696

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,513,7232011Expenses 2012: $4,521,6382012Expenses 2013: $4,689,4762013Revenue 2014: $6,155,055Expenses 2014: $4,967,968Net Income 2014: $1,187,0872014Revenue 2015: $13,217,245Expenses 2015: $5,335,023Net Income 2015: $7,882,2222015Revenue 2016: $3,021,423Expenses 2016: $5,436,512Net Income 2016: -$2,415,0892016Revenue 2017: $6,709,454Expenses 2017: $5,373,683Net Income 2017: $1,335,7712017Revenue 2018: $8,010,116Expenses 2018: $5,600,224Net Income 2018: $2,409,8922018Revenue 2019: $5,837,529Expenses 2019: $5,593,284Net Income 2019: $244,2452019Revenue 2020: $6,083,980Expenses 2020: $5,647,387Net Income 2020: $436,5932020Revenue 2021: $15,955,665Expenses 2021: $6,069,242Net Income 2021: $9,886,4232021Revenue 2022: $6,305,543Expenses 2022: $6,662,614Net Income 2022: -$357,0712022Revenue 2023: $4,903,833Expenses 2023: $6,789,948Net Income 2023: -$1,886,1152023Revenue 2024: $6,342,168Expenses 2024: $6,865,907Net Income 2024: -$523,7392024Revenue 2025: $7,845,187Expenses 2025: $7,427,298Net Income 2025: $417,8892025

Highlighted filing

2024

Revenue$6,342,168
Expenses$6,865,907
Net Income-$523,739
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 21, 2024
Return Version
2023v5.0
Gross Receipts
$15,820,524
Mission and Program Overview

Mission

The marsh foundation is a children's home and school for children experiencing adjustment problems and provides behavioral treatment and family and treatment foster care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,042,873$47,065,660▼ $1,977,213
Land, Buildings, and Equipment, Net$14,276,044$14,264,532▼ $11,512
Savings and Temporary Cash Investments$404,811$6,822,807▲ $6,417,996
Inventories for Sale or Use$696,663$777,226▲ $80,563
Accounts Receivable$545,952$650,868▲ $104,916
Prepaid Expenses and Deferred Charges$163,796$123,648▼ $40,148
Cash and Non-Interest-Bearing Accounts$25,158$68,894▲ $43,736
Investments Other Securities$15,981$16,294▲ $313
Total Assets$65,271,278$70,219,817▲ $4,948,539
Other Assets Total$100,000$429,888▲ $329,888
Liabilities
Accounts Payable and Accrued Expenses$585,720$736,346▲ $150,626
Deferred Revenue$12,275$3,775▼ $8,500
Total Liabilities$597,995$740,121▲ $142,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$55,270,077$56,341,907▲ $1,071,830
Net Assets Without Donor Restrictions$9,403,206$13,137,789▲ $3,734,583
Total Net Assets Fund Balance$64,673,283$69,479,696▲ $4,806,413
Total Liabilities and Net Assets / Fund Balance$65,271,278$70,219,817▲ $4,948,539

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,908,950$8,252,683$16,440,254
Other Land Buildings$1,514,488$1,248,497$1,379,263
Land$3,841,094-$515,602
Equipment-$144,226$144,226

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$54,123,270-▲ $7,287,978$2,911,074$58,500,174
2022$50,271,552-▲ $5,207,813$1,356,095$54,123,270
2021$58,512,350-▼ $5,262,614$2,978,184$50,271,552
2020$49,025,570-▲ $11,794,123$2,307,343$58,512,350
2019$52,073,335-▲ $2,827,508$5,875,273$49,025,570
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff GrothouseExec SecFT$116,652$9,024$125,676
Gary CorcoranTrustee-$19,775-$19,775
Gary ClayTrustee-$18,700-$18,700
Robert GambleTrustee-$18,548-$18,548
Revenue and Support

Revenue Composition

Contributions and Grants
$258,046
Program Service Revenue
$4,096,754
Investment Income
$1,330,196
Other Revenue
$657,172
All Other Contributions
$188,587
Change in Net Assets
$-523,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,118,913
Revenue Not Reported on Financial Statements
$-776,745
Revenue Not Reported on Form 990
$5,330,152
Other Revenue Adjustments
$-791,340
Total Revenue per Audited Statements
$12,449,065
Total Revenue per Form 990
$6,342,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,889,328
Other Expenses$1,976,579
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,400,693$85,573-$3,486,266
Other Employee Benefits$647,476$45,783-$693,259
Depreciation Depletion$355,777$21,360-$377,137
Payroll Taxes$285,051$19,628-$304,679
Pension Plan Contributions$217,242$14,207-$231,449
All Other Expenses$152,552$30,499-$183,051
Current Officers, Directors, Trustees, and Key Employees-$173,675-$173,675
Occupancy$168,542$4,241-$172,783
Other Expenses$163,020$5,820-$168,840
Insurance$118,336$10,873-$129,209
Fees for Services Accounting$44,211$23,138-$67,349
Conferences and Meetings$15,296$1,478-$16,774
Fees for Service Investment Mgmnt Fees-$14,595-$14,595
Travel$9,551$119-$9,670
Fees for Services Legal-$1,843-$1,843
Total Functional Expenses$6,392,576$473,331$0$6,865,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,642,652
Total Expenses per Audited Statements$7,642,652
Total Expenses per Form 990$6,865,907
Expenses Not Reported on Financial Statements$-776,745
Other Expense Adjustments$-791,340
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
Audit committee
Yes
Backup withholding compliance
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
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, Page 6, Part VI, Line 11B

A copy of the 990 was provided to the executive secretary and the board of trustees prior to filing. Before filing the 990, the executive secretary reviews the 990 with the cpa in detail. A general review is performed by the governing board at the board meeting before filing the form 990.

Form 990, Page 6, Part VI, Line 12C

Each trustee and the executive secretary/treasurer anually completes a questionnaire to disclose any conflicts of interest. The conflicts of interest policy is included in the handbook that is approved by the trustees. Therefore, there is a full understanding of the policy. They understand that the foundation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Page 6, Part VI, Line 15A

Annually, the board of trustees reviews and approves salaries of executive director after a review of job duties performed and an analysis of comparable data.

Form 990, Page 6, Part VI, Line 19

The foundations's tax return, governing documents, financial statements, and conflict of interest policy are available for review upon request to the trustees or executive secretary. Copies are made if requested.

Filing and Contact Details

Filer

Filer Name
The Marsh Foundation
EIN
34-4431300
Phone
4192381695
Address
1229 LINCOLN HWY PO BOX 150, VAN WERT, OH 45891-0150

Signing Officer

Name
Jeff Grothouse
Title
Exec Sec
Phone
4192381695
Signed
2024-11-21

Organization Details

Principal Officer
Jeff Grothouse
Formed
1920
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
103

Preparer

Firm
Bashore Reineck Stoller & Waterman Inc
Address
685 FOX RD STE 101, VAN WERT, OH 45891-2469
Preparer
Jonathan T Stoller
Phone
4192380658
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Rental expenses 791,340 rental expenses -791,340

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The permanently restricted endowment funds are invested to provide earnings for the marsh foundation to fund its intended mission. The temporarily restricted endowment net assets consist of property, plant, and equipment purchased under the terms of the wills of george h marsh and katie marsh clymer in addition to other donations received for the home and school. The net assets are to be used by the foundation for the home and school and to provide income for their operating purposes.

Schedule D, Page 4, Part XI, Line 4B

RENTAL EXPENSES -791,340

Schedule D, Page 4, Part XII, Line 4B

RENTAL EXPENSES -791,340

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25820
IRS990/OtherExpensesGrp/ProgramServicesAmt0354097
IRS990/OtherExpensesGrp/ProgramServicesAmt1271210
IRS990/OtherExpensesGrp/ProgramServicesAmt2189522
IRS990/OtherExpensesGrp/ProgramServicesAmt3163020
IRS990/OtherExpensesGrp/TotalAmt0354097
IRS990/OtherExpensesGrp/TotalAmt1285135
IRS990/OtherExpensesGrp/TotalAmt2196096
IRS990/OtherExpensesGrp/TotalAmt3168840
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085573
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03400693
IRS990/OtherSalariesAndWagesGrp/TotalAmt03486266
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019628
IRS990/PayrollTaxesGrp/ProgramServicesAmt0285051
IRS990/PayrollTaxesGrp/TotalAmt0304679
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014207
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0217242
IRS990/PensionPlanContributionsGrp/TotalAmt0231449
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0163796
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0123648
IRS990/PrincipalOfficerNm0JEFF GROTHOUSE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES TITLE IV-E
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2PARTIAL SUPP-SOC SEC/PARENTS
IRS990/ProgramServiceRevenueGrp/Desc3VO-AG AND SCHOOL INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt05486
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03318860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1661215
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2111193
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03318860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1661215
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2111193
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35486
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0112816
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0386056
IRS990/PYOtherExpensesAmt02052840
IRS990/PYOtherRevenueAmt0575903
IRS990/PYProgramServiceRevenueAmt03829058
IRS990/PYRevenuesLessExpensesAmt0-1886115
IRS990/PYSalariesCompEmpBnftPaidAmt04737108
IRS990/PYTotalExpensesAmt06789948
IRS990/PYTotalRevenueAmt04903833
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-523739
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0657172
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04096754
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0404811
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06822807
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.18770
IRS990ScheduleD/BuildingsGrp/BookValueAmt08908950
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08252683
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0721379
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016440254
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt054123270
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt058500174
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07287978
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02911074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050271552
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt054123270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05207813
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01356095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt058512350
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050271552
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5262614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02978184
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt049025570
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt058512350
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011794123
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02307343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt052073335
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt049025570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02827508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05875273
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144226
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144226
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-776745
IRS990ScheduleD/ExpensesSubtotalAmt07642652
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014595
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014595
IRS990ScheduleD/LandGrp/BookValueAmt03841094
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt03325492
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0515602
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05330152
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-791340
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01514488
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01248497
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01383722
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01379263
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-791340
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.81230
IRS990ScheduleD/RevenueNotReportedAmt05330152
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-776745
IRS990ScheduleD/RevenueSubtotalAmt07118913
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE INVESTED TO PROVIDE EARNINGS FOR THE MARSH FOUNDATION TO FUND ITS INTENDED MISSION. THE TEMPORARILY RESTRICTED ENDOWMENT NET ASSETS CONSIST OF PROPERTY, PLANT, AND EQUIPMENT PURCHASED UNDER THE TERMS OF THE WILLS OF GEORGE H MARSH AND KATIE MARSH CLYMER IN ADDITION TO OTHER DONATIONS RECEIVED FOR THE HOME AND SCHOOL. THE NET ASSETS ARE TO BE USED BY THE FOUNDATION FOR THE HOME AND SCHOOL AND TO PROVIDE INCOME FOR THEIR OPERATING PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES -791,340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES -791,340
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014264532
IRS990ScheduleD/TotalExpensesPerForm990Amt06865907
IRS990ScheduleD/TotalRevenuePerForm990Amt06342168
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012449065
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07642652
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0RACIAL NON-DISCRIMINATORY POLICY IS PUBLISHED ANNUALLY IN THE VAN WERT TIMES BULLETIN, LIMA NEWS AND TOLEDO BLADE IN ACCORDANCE WITH REVENUE PROCEDURE 75-50.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PER DIEM AMOUNTS ARE RECEIVED FROM THE DEPARTMENT OF HUMAN SERVICES AND FROM THE COURT SYSTEM FOR PARTIAL SUPPORT OF CHILDREN FOR REIMBURSEMENT OF EXPENSES INCURRED BY THEM. A FEDERAL FOOD GRANT IS RECEIVED TO HELP WITH PROVIDING FOOD FOR THE CHILDREN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 WAS PROVIDED TO THE EXECUTIVE SECRETARY AND THE BOARD OF TRUSTEES PRIOR TO FILING. BEFORE FILING THE 990, THE EXECUTIVE SECRETARY REVIEWS THE 990 WITH THE CPA IN DETAIL. A GENERAL REVIEW IS PERFORMED BY THE GOVERNING BOARD AT THE BOARD MEETING BEFORE FILING THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE AND THE EXECUTIVE SECRETARY/TREASURER ANUALLY COMPLETES A QUESTIONNAIRE TO DISCLOSE ANY CONFLICTS OF INTEREST. THE CONFLICTS OF INTEREST POLICY IS INCLUDED IN THE HANDBOOK THAT IS APPROVED BY THE TRUSTEES. THEREFORE, THERE IS A FULL UNDERSTANDING OF THE POLICY. THEY UNDERSTAND THAT THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, THE BOARD OF TRUSTEES REVIEWS AND APPROVES SALARIES OF EXECUTIVE DIRECTOR AFTER A REVIEW OF JOB DUTIES PERFORMED AND AN ANALYSIS OF COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATIONS'S TAX RETURN, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR REVIEW UPON REQUEST TO THE TRUSTEES OR EXECUTIVE SECRETARY. COPIES ARE MADE IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RENTAL EXPENSES 791,340 RENTAL EXPENSES -791,340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt065271278
IRS990/TotalAssetsEOYAmt070219817
IRS990/TotalAssetsGrp/BOYAmt065271278
IRS990/TotalAssetsGrp/EOYAmt070219817
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0258046
IRS990/TotalEmployeeCnt0103
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0473331
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06392576
IRS990/TotalFunctionalExpensesGrp/TotalAmt06865907
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0597995
IRS990/TotalLiabilitiesEOYAmt0740121
IRS990/TotalLiabilitiesGrp/BOYAmt0597995
IRS990/TotalLiabilitiesGrp/EOYAmt0740121
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064673283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt069479696
IRS990/TotalOtherCompensationAmt09024
IRS990/TotalProgramServiceExpensesAmt06392576

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.4$0.72$73.7$7.85$7.43$0.42
2024Detailed filing. Detailed filing data is available for this year.$70.2$0.74$69.5$6.34$6.87$0.52
2023Detailed filing. Detailed filing data is available for this year.$65.3$0.60$64.7$4.90$6.79$1.89
2022Detailed filing. Detailed filing data is available for this year.$62.8$0.54$62.3$6.31$6.66$0.36
2021Detailed filing. Detailed filing data is available for this year.$69.8$0.54$69.3$16.0$6.07$9.89
2020Detailed filing. Detailed filing data is available for this year.$60.3$0.69$59.6$6.08$5.65$0.44
2019Detailed filing. Detailed filing data is available for this year.$58.6$0.54$58.1$5.84$5.59$0.24
2018Detailed filing. Detailed filing data is available for this year.$57.5$0.47$57.1$8.01$5.60$2.41
2017Detailed filing. Detailed filing data is available for this year.$56.0$0.48$55.5$6.71$5.37$1.34
2016Detailed filing. Detailed filing data is available for this year.$54.0$0.60$53.4$3.02$5.44$2.42
2015Detailed filing. Detailed filing data is available for this year.$55.0$0.71$54.3$13.2$5.34$7.88
2014Detailed filing. Detailed filing data is available for this year.$55.5$0.62$54.9$6.16$4.97$1.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$0.52$50.4$4.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.1$0.54$47.6$4.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$0.41$47.5$4.51