Civic Intelligence

Foundation for the Tri-State Community Inc.

990 • Fiscal year 2014 • EIN 61-0729266

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

Organization ProfileWWW.TRISTATEFOUNDATION.ORG

View Organization Page

PO Box 2096Ashland, KY 41105-2096

(606) 324-3888

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

53rd percentile

0.28x

Higher debt load relative to revenue than 53% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$109,800

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

44th percentile

2.0%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-30%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$19,542,329

Up $377,004 (+2.0%) from 2013

Net Assets

Up

$18,982,331

Up $384,157 (+2.1%) from 2013

Liabilities

Down

$559,998

Down $7,153 (-1.3%) from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin85th percentile

Revenue

Down

$2,021,476

Down $877,701 (-30%) from 2013

Expenses

Up

$1,344,214

Up $83,072 (+6.6%) from 2013

Net Income

Down

$677,262

Down $960,773 (-59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$40M$30M$20M$10M$0Assets 2010: $14,912,978Liabilities 2010: $626,609Net Assets 2010: $14,286,3692010Assets 2011: $15,431,678Liabilities 2011: $623,205Net Assets 2011: $14,808,4732011Assets 2012: $16,732,874Liabilities 2012: $675,828Net Assets 2012: $16,057,0462012Assets 2013: $19,165,325Liabilities 2013: $567,151Net Assets 2013: $18,598,1742013Assets 2014: $19,542,329Liabilities 2014: $559,998Net Assets 2014: $18,982,3312014Assets 2015: $18,664,142Liabilities 2015: $480,842Net Assets 2015: $18,183,3002015Assets 2016: $19,693,203Liabilities 2016: $407,162Net Assets 2016: $19,286,0412016Assets 2017: $26,891,741Liabilities 2017: $451,702Net Assets 2017: $26,440,0392017Assets 2018: $24,338,938Liabilities 2018: $386,353Net Assets 2018: $23,952,5852018Assets 2019: $28,273,024Liabilities 2019: $455,083Net Assets 2019: $27,817,9412019Assets 2020: $31,540,097Liabilities 2020: $508,755Net Assets 2020: $31,031,3422020Assets 2021: $35,453,152Liabilities 2021: $492,643Net Assets 2021: $34,960,5092021Assets 2022: $29,289,421Liabilities 2022: $412,374Net Assets 2022: $28,877,0472022Assets 2023: $32,719,977Liabilities 2023: $432,150Net Assets 2023: $32,287,8272023Assets 2024: $37,169,140Liabilities 2024: $474,305Net Assets 2024: $36,694,8352024

Highlighted filing

2014

Assets$19,542,329
Liabilities$559,998
Net Assets$18,982,331
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,365,547Expenses 2010: $1,094,813Net Income 2010: $270,7342010Revenue 2011: $3,980,966Expenses 2011: $1,711,245Net Income 2011: $2,269,7212011Expenses 2012: $1,184,9662012Revenue 2013: $2,899,177Expenses 2013: $1,261,142Net Income 2013: $1,638,0352013Revenue 2014: $2,021,476Expenses 2014: $1,344,214Net Income 2014: $677,2622014Revenue 2015: $1,664,463Expenses 2015: $1,259,618Net Income 2015: $404,8452015Revenue 2016: $1,662,783Expenses 2016: $1,298,452Net Income 2016: $364,3312016Revenue 2017: $5,962,473Expenses 2017: $1,490,741Net Income 2017: $4,471,7322017Revenue 2018: $2,083,409Expenses 2018: $2,036,523Net Income 2018: $46,8862018Revenue 2019: $2,423,778Expenses 2019: $2,547,677Net Income 2019: -$123,8992019Revenue 2020: $2,078,340Expenses 2020: $2,036,815Net Income 2020: $41,5252020Revenue 2021: $3,348,561Expenses 2021: $1,652,640Net Income 2021: $1,695,9212021Revenue 2022: $2,799,253Expenses 2022: $1,741,735Net Income 2022: $1,057,5182022Revenue 2023: $1,339,607Expenses 2023: $1,911,166Net Income 2023: -$571,5592023Revenue 2024: $3,316,774Expenses 2024: $1,782,388Net Income 2024: $1,534,3862024

Highlighted filing

2014

Revenue$2,021,476
Expenses$1,344,214
Net Income$677,262
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$4,259,108
Mission and Program Overview

Mission

The foundation for the tri-state community, inc. Is a community foundation established to improve the quality of life in the tri-state region of kentucky, ohio and west virginia, by encouraging, raising, adminstering and distributing gifts for charitable, cultural, edcational and scientific purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$17,568,412$18,019,188▲ $450,776
Savings and Temporary Cash Investments$686,048$570,261▼ $115,787
Land, Buildings, and Equipment, Net$42,133$41,044▼ $1,089
Total Assets$19,165,325$19,542,329▲ $377,004
Other Assets Total$868,732$911,836▲ $43,104
Liabilities
Other Liabilities$547,651$519,221▼ $28,430
Accounts Payable and Accrued Expenses$19,500$40,777▲ $21,277
Total Liabilities$567,151$559,998▼ $7,153
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,058,185$9,247,366▲ $189,181
Temporarily Rstr Net Assets$8,699,623$9,002,538▲ $302,915
Unrestricted Net Assets$840,366$732,427▼ $107,939
Total Net Assets Fund Balance$18,598,174$18,982,331▲ $384,157
Total Liabilities and Net Assets / Fund Balance$19,165,325$19,542,329▲ $377,004

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$544$80,387$80,931
Land$40,500-$40,500
Other Securities$18,019,188--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$16,926,015$577,528▲ $892,283-$17,376,310
2013$14,531,392$380,188▲ $2,880,619-$16,926,015
2012$13,026,054$245,446▲ $1,873,014-$14,531,392
2011$12,001,450$1,949,179▼ $102,643-$13,026,054
2010$10,554,539$436,524▲ $1,894,894-$12,001,450
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleBaseTotal
Mary Witten WisemanPresident$109,800$109,800

Board Members and Trustees

NameTitle
J Pat JonesChairman
April Russell PerryVice Chairma
Jodi Rowe-collinsVice Chairma
Cassie LandersTrustee
Curtis AndersonTrustee
Donald R CapperTrustee
Evan H JenkinsTrustee
H Edward NeelyTrustee
James W St ClairTrustee
Kimberly S MccannTrustee
Laura S TimberlakeTrustee
Nick CarterTrustee
Rebecca M CraigTrustee
Geoffrey S SheilsSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$744,967
Program Service Revenue
$0
Investment Income
$1,276,509
Other Revenue
$0
All Other Contributions
$744,967
Change in Net Assets
$677,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,021,476
Revenue Not Reported on Form 990
$-293,091
Total Revenue per Audited Statements
$1,728,385
Total Revenue per Form 990
$2,021,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$656,419
Other Expenses$346,064
Salaries, Compensation, and Employee Benefits$341,731
Total Fundraising Expense$62,262
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$608,723--$608,723
Other Salaries and Wages$27,404$177,830$46,196$251,430
Other Employee Benefits-$70,348-$70,348
Fees for Service Investment Mgmnt Fees-$55,433-$55,433
Grants to Domestic Individuals$47,696--$47,696
Fees for Services Accounting-$21,500-$21,500
Occupancy-$16,502$4,084$20,586
Payroll Taxes$2,574$17,379-$19,953
Office Expenses$2,962$14,597$2,125$19,684
Travel-$12,744$3,186$15,930
Other Expenses$145,136$13,716$1,200$13,716
Insurance-$5,385$1,346$6,731
All Other Expenses-$6,403-$6,403
Fees for Services Legal-$1,500-$1,500
Depreciation Depletion-$1,089-$1,089
Fees for Services Other-$456-$456
Conferences and Meetings-$360-$360
Total Functional Expenses$834,495$447,457$62,262$1,344,214

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,381,364
Expenses per Audited Statements$1,344,214
Total Expenses per Form 990$1,344,214
Expenses Not Reported on Form 990$37,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
June Harless CenterHuntington, WV--$73,729
Carter County LibraryGrayson, KY--$70,000
Cfcfa IncAshland, KY--$30,000
Ohio University Southern CampusIronton, OH--$22,000
Marshall University FoundationHuntington, WV--$20,525
Ej Kiser FoundationHuntington, WV--$20,000
Paramount Arts Center IncAshland, KY--$19,595
Cabell Huntington Hospital FoundatiHuntington, WV--$19,000
Cabell Huntington HospitalHuntington, WV--$15,000
Doctors Care of Cabell CountyHuntington, WV-General Operations$12,861
Big Brothers Big SistersHuntington, WV--$12,098
First Presbyterian ChurchHuntington, WV-General Operations$11,500
Highlands Museum & Discovery CenterAshland, KY--$11,148
Safe Harbor of Northeast KyAshland, KY-General Operations$10,248
First Presbyterian ChurchCharleston, WV--$10,000
Huntington Symphony OrchestraHuntington, WV--$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Remainder Trust$307,030
Funds Held as Agency Endowments$212,191
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“Irs form 990 is reviewed by the president prior to filing. Copies are provided to the board of directors as requested.”

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

“Each board member is required to disclose interests in other businesses and organizations, and they are monitored and reviewed by the administrative assistant.”

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

“Executive committee reviews pay increases and propose to full board of directors. Board of directors vote on compensation.”

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

“Executive committee reviews pay increases and propose to full board of directors. Board of directors vote on compensation.”

Form 990, Page 6, Part VI, Line 19

“The foundation provides the public with financial information through annual reports and onsite availability of audit reports and tax returns. Other information is available by request at the foundation's main office in ashland, kentucky.”

Filing and Contact Details

Filer

Filer Name
Foundation for the Tri-state
EIN
61-0729266
Phone
6063243888
Address
PO BOX 2096, ASHLAND, KY 41105-2096

Signing Officer

Name
Mary Witten Wisemen
Title
President
Phone
6063243888
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Witten Wiseman
Formed
1972
Legal Domicile
Ky
Voting Board Members
14
Independent Board Members
14
Employees
4

Preparer

Firm
Kelley Galloway Smith Goolsby Psc
Address
1200 CORPORATE COURT PO BOX 990, ASHLAND, KY 41105-0990
Preparer
Michael D Robinson CPA
Phone
6063291811
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation for the tri-state community, inc. Is a community foundation established to improve the quality of life in the tri-state region of kentucky, ohio and west virginia, by encouraging, raising, adminstering and distributing gifts for charitable, cultural, edcational and scientific purposes.”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Spriggs family foundation 30,014 change of value of split interest agreements -60,209”

Schedule D, Page 4, Part XII, Line 2D

“Spriggs family foundation 37,150”

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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt09247366
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IRS990/PrincipalOfficerNm0MARY WITTEN WISEMAN
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02505738
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0744967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0683092
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02505738
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IRS990ScheduleA/TotalSupportAmt08533774
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0577528
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-1019516
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0892283
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0380188
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt016926015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-866184
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02880619
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01894894
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IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt046845
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0209969
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IRS990ScheduleD/ExpensesNotReportedAmt037150
IRS990ScheduleD/ExpensesSubtotalAmt01344214
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040500
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPRIGGS FAMILY FOUNDATION 30,014 CHANGE OF VALUE OF SPLIT INTEREST AGREEMENTS -60,209
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPRIGGS FAMILY FOUNDATION 37,150
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleI/RecipientTable/CashGrantAmt110248
IRS990ScheduleI/RecipientTable/CashGrantAmt212861
IRS990ScheduleI/RecipientTable/CashGrantAmt311148
IRS990ScheduleI/RecipientTable/CashGrantAmt412098
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,542,329
Liabilities
$559,998
Net assets
$18,982,331
Revenue
$2,021,476
Expenses
$1,344,214
Net income
$677,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.2$0.47$36.7$3.32$1.78$1.53
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.43$32.3$1.34$1.91$0.57
2022Detailed filing. Detailed filing data is available for this year.$29.3$0.41$28.9$2.80$1.74$1.06
2021Detailed filing. Detailed filing data is available for this year.$35.5$0.49$35.0$3.35$1.65$1.70
2020Detailed filing. Detailed filing data is available for this year.$31.5$0.51$31.0$2.08$2.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$28.3$0.46$27.8$2.42$2.55$0.12
2018Detailed filing. Detailed filing data is available for this year.$24.3$0.39$24.0$2.08$2.04$0.05
2017Detailed filing. Detailed filing data is available for this year.$26.9$0.45$26.4$5.96$1.49$4.47
2016Detailed filing. Detailed filing data is available for this year.$19.7$0.41$19.3$1.66$1.30$0.36
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.48$18.2$1.66$1.26$0.40
2014Detailed filing. Detailed filing data is available for this year.$19.5$0.56$19.0$2.02$1.34$0.68
2013Detailed filing. Detailed filing data is available for this year.$19.2$0.57$18.6$2.90$1.26$1.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.68$16.1$1.18
2011Summary only. Only limited summary data is available for this year.$15.4$0.62$14.8$3.98$1.71$2.27
2010Summary only. Only limited summary data is available for this year.$14.9$0.63$14.3$1.37$1.09$0.27