OTTAWA COUNTY COMMUNITY FOUNDATION INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OTTAWA COUNTY COMMUNITY FOUNDATION INC (EIN 34-1899124)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202412969349200646
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T14:15:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7124 W CENTRAL AVE | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341899124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTTAWA COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTTA | BusinessNameControlTxt |
| Phone | 4196357750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 36 | AddressLine1Txt |
| City | PORT CLINTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434521920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRENT SHEA MCGREW | PersonNm |
| Person Title | EXCUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4196357750 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN G MORSE CPA | PreparerPersonNm |
| PTIN | P01034447 | PTIN |
| Phone | 4198658118 | PhoneNum |
| Preparation | 2024-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.OTTAWACCF.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $105,503 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $86,276 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $19,227 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $19,227 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $105,503 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $181,347 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $4,600 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $845 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,619 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,405 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $502 | OtherExpensesTotalAmt |
| Total Expenses | $190,318 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$84,815 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $273,015 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$132,743 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $55,457 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,841 | BOYAmt |
| EOY | $55,457 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,174 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,015 | BOYAmt |
| EOY | $55,457 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,015 | BOYAmt |
| EOY | $55,457 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE OTTAWA COUNTY COMMUNITY FOUNDATION INC. IS A PUBLIC CHARITABLE CORPORATION SERVING THE PEOPLE OF OTTAWA COUNTY, OHIO. FUNDS ARE EXPENDED FOR DESERVING CIVIC, CHARITABLE, AND BENEVOLENT PURPOSES FOR THE BETTERMENT OF THE COMMUNITY AND ITS RESIDENTS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $181,347 | GrantsAndAllocationsAmt |
| Program Service Expenses | $190,318 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $190,318 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| ALEXANDRA MORGAN JOHNSON | ||||
| TRUSTEE | 6.00 | $0 | $0 | $0 |
| ARLYN BENSCH | ||||
| TRUSTEE | 4.00 | $0 | $0 | $0 |
| BRENDA HAAS | ||||
| TRUSTEE | 12.00 | $0 | $0 | $0 |
| DAVE SLOSSER | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEBORAH HARMEYER | ||||
| TRUSTEE & PRESIDENT | 3.00 | $0 | $0 | $0 |
| DIANE ZIETZHEIM | ||||
| TRUSTEE | 3.00 | $0 | $0 | $0 |
| JAMES DEER | ||||
| TRUSTEE & VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULENE MARKET | ||||
| TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARCIA JESS | ||||
| TRUSTEE & SECRETARY | 3.00 | $0 | $0 | $0 |
| MARY COFFEE | ||||
| TRUSTEE | 8.00 | $0 | $0 | $0 |
| MICHAEL SCHENK | ||||
| TRUSTEE | 12.00 | $0 | $0 | $0 |
| PAUL DRUCKENMILLER | ||||
| TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD L OVERMYER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 36 306 MADISON STREET | AddressLine1Txt |
| City | PORT CLINTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434521920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4193085378 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $259,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $521,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,276 | CurrentTaxYearAmt |
| Total | $1,277,738 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $259,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $521,862 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,276 | CurrentTaxYearAmt |
| Total | $1,277,738 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,277,738 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $405,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,683,547 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,351 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA EVENT | Event1Nm |
| Gross Receipts Event1 | $27,351 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $8,124 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,227 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $27,351 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $8,124 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,227 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $19,227 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: PAYMENTS FOR CHARITABLE PURPOSES. GRANTEE NAME: GREATER TOLEDO COMMUNITY FOUNDATION. GRANTEE ADDRESS: 300 MADISON AVE., SUITE 1300 TOLEDO, OH 43604. AMOUNT GIVEN: 151,965. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL PROGRAM SUPPORT. GRANTEE NAME: GENOA AREA LOCAL SCHOOLS. GRANTEE ADDRESS: 2950 NORTH GENOA CLAY CENTER ROAD GENOA, OH 43430. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 7,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 159,465. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: TRAINING & CONFERENCES. AMOUNT: 105. DESCRIPTION: MARKETING. AMOUNT: 145. DESCRIPTION: MISCELLANEOUS. AMOUNT: 252. TOTAL TO FORM 990-EZ, LINE 16: 502. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: PRIOR PERIOD ADJUSTMENT - GRANTS PREVIOUSLY MADE. AMOUNT: -132,743. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: INVESTMENT FUNDS HELD BY GTCF. BEG. OF YEAR AMOUNT: 143,174. END OF YEAR AMOUNT: 0. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |