CUYAHOGA COMMUNITY COLLEGE FOUNDATI: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CUYAHOGA COMMUNITY COLLEGE FOUNDATI (EIN 23-7320719)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-07
- IRS object ID
- 202310389349301501
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-07T11:08:36-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341322309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUNI & PANICHI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237320719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUYAHOGA COMMUNITY COLLEGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUYA | BusinessNameControlTxt |
| Phone | 2169874868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CARNEGIE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN O'BRYAN | PersonNm |
| Person Title | PRESIDENT OF TRI-C FOUNDATION | PersonTitleTxt |
| Phone | 2169874868 | PhoneNum |
| Signature | 2023-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MEGAN | PersonFirstNm |
| Person Last | OBRYAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HERZL GINSBURG CPA | PreparerPersonNm |
| PTIN | P01351635 | PTIN |
| Phone | 2168317171 | PhoneNum |
| Preparation | 2023-01-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MEGAN O'BRYAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CARNEGIE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,928,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRI-C.EDU/GIVE/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CUYAHOGA COMMUNITY COLLEGE FOUNDATION IS TO PROVIDE (CONTINUED ON SCHEDULE O) RESOURCES FOR ADVANCING STUDENT SUCCESS AT CUYAHOGA COMMUNITY COLLEGE AND TO TRANSFORM THE LIVES OF THOSE TRI-C SERVES. OUR VISION IS TO ENSURE THAT EVERY TRI-C STUDENT HAS THE RESOURCES NEEDED TO HELP THEM LEARN, THRIVE, AND SUCCEED, CREATING A PROSPEROUS COMMUNITY FOR ALL. OUR FOCUS IS TO REIMAGINE A TRANSFORMED WORKFORCE SYSTEM BY SERVING THOSE MOST IN NEED THROUGH AN ACCESSIBLE, FLEXIBLE AND BARRIER FREE EDUCATION THAT LEADS TO LIFE-CHANGING JOBS, WHILE MEETING THE DEMANDS OF OUR REGION'S VITAL INDUSTRIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 59 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,119,477 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,580,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,871,337 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,341,770 | CYInvestmentIncomeAmt |
| PY Other Revenue | $530,110 | PYOtherRevenueAmt |
| CY Other Revenue | $847,585 | CYOtherRevenueAmt |
| PY Total Revenue | $15,520,924 | PYTotalRevenueAmt |
| CY Total Revenue | $19,770,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,614,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,132,161 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $558,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,426,792 | PYOtherExpensesAmt |
| CY Other Expenses | $7,005,537 | CYOtherExpensesAmt |
| PY Total Expenses | $9,041,373 | PYTotalExpensesAmt |
| CY Total Expenses | $10,137,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,479,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,632,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $110,703,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,727,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,325,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,172,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,378,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,554,568 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE TRI-C FOUNDATION IS TO PROVIDE RESOURCES FOR ADVANCING STUDENT SUCCESS AT CUYAHOGA COMMUNITY COLLEGE AND TO TRANSFORM THE LIVES OF THOSE TRI-C SERVES. THIS MISSION SUPPORTS OUR (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,132,161 | ExpenseAmt |
| Grant | $3,132,161 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAM: ALTHOUGH THE COLLEGE'S TUITION IS THE LOWEST IN NORTHEAST OHIO, THERE ARE STUDENTS IN OUR COMMUNITY WHO, WITHOUT FINANCIAL ASSISTANCE, CANNOT ACCESS OR CONTINUE THEIR EDUCATION, ESPECIALLY THOSE PURSUING A SHORT-TERM CERTIFICATE THAT IS INELIGIBLE FOR FEDERAL AID. SCHOLARSHIPS ENABLE THOUSANDS OF STUDENTS TO ACCESS AND OBTAIN THEIR COLLEGE EDUCATION, OFTEN REDUCING THE TIME IT TAKES TO GRADUATE. OVER A FIVE-YEAR PERIOD (FY2018-2022), 16,556 SCHOLARSHIPS TOTALING $18.7 MILLION WERE AWARDED TO TRI-C STUDENTS. THE AVERAGE SCHOLARSHIP WAS $1,310. GROWING SCHOLARSHIP OPPORTUNITIES FOR STUDENTS IS AN ONGOING, TOP PRIORITY FOR THE TRI-C FOUNDATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,080,095 | ExpenseAmt |
| Desc | EDUCATIONAL DEVELOPMENT: TRI-C FOUNDATION SUPPORTS DEVELOPING AND ENHANCING EDUCATIONAL PROGRAMS IN RESPONSE TO WORKFORCE AND STUDENT NEEDS. TRI-C CENTERS OF EXCELLENCE ARE DESIGNED TO MEET THE EDUCATIONAL, CULTURAL AND ECONOMIC NEEDS OF OUR COMMUNITIES THROUGH INNOVATIVE PROGRAMMING. THESE SIX CENTERS INCLUDE CREATIVE ARTS, HOSPITALITY MANAGEMENT, INFORMATION TECHNOLOGY, MANUFACTURING, NURSING, AND PUBLIC SAFETY. CENTERS OFFER HIGH-QUALITY, INDUSTRY-RELEVANT COURSES, AND COMPREHENSIVE, HANDS-ON TRAINING WHERE STUDENTS GAIN A COMPETITIVE EDGE TO PREPARE FOR SUCCESS IN TODAY'S JOB MARKET. CENTER OF EXCELLENCE PROGRAMS ALIGN WITH KEY AREAS THAT ANTICIPATE FUTURE JOB GROWTH; GRADUATE WORKERS WITH THE SKILLS LOCAL EMPLOYERS SEEK; (CONTINUED ON SCHEDULE O)DEMONSTRATE HIGH SUCCESS RATES; USE STATE-OF-THE-ART FACILITIES; AND RECEIVE NATIONAL RECOGNITION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRI-C IS AMONG THE NATION'S TOP 150 COMMUNITY COLLEGES, ACCORDING TO THE ASPEN INSTITUTE COLLEGE EXCELLENCE PROGRAM. OUR 2018-2022 STRATEGIC PLAN FOCUSES ON STUDENT EXPERIENCE, BRAND IMAGE, COMMUNITY, WORKFORCE, AND AFFORDABILITY, BUILDING ON PRINCIPLES OF ACCESS, EQUITY, AND SUCCESS. COLLEGE-WIDE INITIATIVES ARE INCREASING GRADUATION RATES, AND THE NUMBER OF WORKFORCE CREDENTIALS AWARDED ANNUALLY. CHARITABLE INVESTMENTS HELP TO GROW RESOURCES THAT ADDRESS EQUITY GAPS IN SUCCESS AND COMPLETION, SUCH AS EXPANDING CAMPUS FOOD PANTRIES AND MAINTAINING A STUDENT EMERGENCY FUND TO COVER CRISIS EXPENSES. HELPING STUDENTS TO PREPARE FOR A CAREER AFTER COMPLETION IS A PRIORITY, THROUGH PAID INTERNSHIPS AND WORK READINESS GRANTS TO PURCHASE ESSENTIAL TOOLS OR EQUIPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,212,256 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 59 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELA RICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2169874868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CARNEGIE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441152878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES B ARONOFF | ||||||
| VICE CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS BART | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GAIL A BOWEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICKI BYRNES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CLARK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD COCHRAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TONY COSTANZO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN J DEMETRIOU | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRELL DILLARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH DIROCCO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID A DOLL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH V DONLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN EPSTEIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN FORBES FIELDS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM FISHMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE FOLEY | ||||||
| CHAIRPERSON, AUDIT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN M FUEHRER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GROSSMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA HOGBEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HYLAND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MONICA JACKSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX JOHNSON PHD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS G JOSEPH | ||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM KEENE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS A KERN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE M KILBANE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRED L KOURY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KUNTZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM LACEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD L LEWIS | ||||||
| CHAIRPERSON, DEVELOPMENT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON LUCARELLI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENEEN MARZIANI | ||||||
| VICE CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES MERLINO MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE MERRILL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN MILLER PHD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIA J MOOSMANN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BERNIE MORENO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN OBRYAN | ||||||
| PRESIDENT, TRI-C FOUNDATION | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHERINE T ONEILL | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY A OLIVER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK PASTORE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JON J PINNEY ESQ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA L POLACHEK | ||||||
| CHAIRPERSON, COMMITTEE ON DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW E RANDALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT REVILLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GWEN A ROBINSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL SALTZMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE SCHROCK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY J SKODA | ||||||
| VICE CHAIRPERSON, TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES A STRASSMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL Y TALTON DM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN S THOMAS | ||||||
| CHAIRPERSON, FINANCE COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TED TYWANG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLY WESTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID W WHITEHEAD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA L WHITING ESQ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LORNA WISHAM | ||||||
| VICE CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARET W WONG ESQ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,580,765 | AllOtherContributionsAmt |
| Noncash Contributions | $164,970 | NoncashContributionsAmt |
| Total Contributions | $8,580,765 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,613,311 | TotalRevenueColumnAmt |
| Exclusion | $1,613,311 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,562,288 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,833,829 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,728,459 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,728,459 | TotalRevenueColumnAmt |
| Exclusion | $8,728,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,172,407 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $324,822 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $847,585 | TotalRevenueColumnAmt |
| Exclusion | $847,585 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,770,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,189,355 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132,161 | TotalAmt |
| Program Services | $3,132,161 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,251 | TotalAmt |
| Management And General | $6,251 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,237 | TotalAmt |
| Management And General | $30,237 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Fundraising | $150,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,906 | TotalAmt |
| Management And General | $75,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,534 | TotalAmt |
| Management And General | $122,534 | ManagementAndGeneralAmt |
| Fundraising | $408,000 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,830 | TotalAmt |
| Management And General | $93,830 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,350 | TotalAmt |
| Management And General | $5,350 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATIONAL DEVELOPMENT | $6,080,095 | $6,080,095 | |
| MISCELLANEOUS | $33,334 | $33,334 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,137,698 | TotalAmt |
| Program Services | $9,212,256 | ProgramServicesAmt |
| Management And General | $367,442 | ManagementAndGeneralAmt |
| Fundraising | $558,000 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,595 | BOYAmt |
| EOY | $3,061,428 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,483,865 | BOYAmt |
| EOY | $7,596,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $63,500 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,940,831 | BOYAmt |
| EOY | $61,837,073 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,503,841 | BOYAmt |
| EOY | $25,503,086 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,835 | BOYAmt |
| EOY | $665,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,703,967 | BOYAmt |
| EOY | $98,727,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,648 | BOYAmt |
| EOY | $75,444 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,311,709 | BOYAmt |
| EOY | $4,097,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,325,357 | BOYAmt |
| EOY | $4,172,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,582 | BOYAmt |
| EOY | $260,236 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,048,028 | BOYAmt |
| EOY | $94,294,332 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,378,610 | BOYAmt |
| EOY | $94,554,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,703,967 | BOYAmt |
| EOY | $98,727,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,632,422 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,404,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$52,354 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,251,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,309,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,819,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,119,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,580,735 | CurrentTaxYearAmt |
| Total | $39,080,706 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,251,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,309,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,819,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,119,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,580,735 | CurrentTaxYearAmt |
| Total | $39,080,706 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,399,491 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,681,215 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,441,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,671,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,746,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,421,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,613,311 | CurrentTaxYearAmt |
| Total | $7,894,931 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $395,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $530,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $821,792 | CurrentTaxYearAmt |
| Total | $2,411,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,386,665 | TotalSupportAmt |
| Public Support CY170 | 0.70220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70840 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $150,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $150,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,961,907 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,111,907 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $655,595 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $163,899 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $554,469 | CurrentYearMinus3Amt |
| Current Year Minus2 | $537,656 | CurrentYearMinus2Amt |
| Current Year Minus1 | $609,567 | CurrentYearMinus1Amt |
| Current Year | $655,595 | CurrentYearAmt |
| Total | $2,357,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,535,931 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $316,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $323,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $155,000 | CurrentYearMinus1Amt |
| Current Year | $150,000 | CurrentYearAmt |
| Total | $944,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $138,617 | CurrentYearMinus3Amt |
| Current Year Minus2 | $134,414 | CurrentYearMinus2Amt |
| Current Year Minus1 | $152,392 | CurrentYearMinus1Amt |
| Current Year | $163,899 | CurrentYearAmt |
| Total | $589,322 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $883,983 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CITIZENS FOR TRI-C 700 CARNEGIE AVENUE CLEVELAND, OH 44115 TRI-C FOUNDATION SUPPORTS THE COLLEGE AND ITS EFFORTS TO SERVE AS THE COMMUNITY'S COLLEGE AND THE PLACE "WHERE FUTURES BEGIN." TRI-C FOUNDATION PROVIDES SUPPORT ONLY TO CUYAHOGA COMMUNITY COLLEGE BALLOT ISSUES. LOBBYING EXPENSES WERE TO PROVIDE SUPPORT FOR MARKETING AND ADVERTISING FOR FUTURE BALLOT INITIATIVES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,705,550 | BeginningYearBalanceAmt |
| Contributions | $1,733,599 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,944,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,224,380 | GrantsOrScholarshipsAmt |
| End Year Balance | $86,269,990 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,855,005 | BeginningYearBalanceAmt |
| Contributions | $2,416,742 | ContributionsAmt |
| Investment Earnings Or Losses | $20,861,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,428,146 | GrantsOrScholarshipsAmt |
| End Year Balance | $100,705,550 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,754,935 | BeginningYearBalanceAmt |
| Contributions | $2,404,064 | ContributionsAmt |
| Investment Earnings Or Losses | $2,688,263 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,992,257 | GrantsOrScholarshipsAmt |
| End Year Balance | $80,855,005 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,078,222 | BeginningYearBalanceAmt |
| Contributions | $2,995,209 | ContributionsAmt |
| Investment Earnings Or Losses | $3,617,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,935,918 | GrantsOrScholarshipsAmt |
| End Year Balance | $77,754,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,923,853 | BeginningYearBalanceAmt |
| Contributions | $3,277,860 | ContributionsAmt |
| Investment Earnings Or Losses | $4,214,784 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,338,275 | GrantsOrScholarshipsAmt |
| End Year Balance | $73,078,222 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18063 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.81937 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $25,503,086 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,503,086 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS DUE TO RELATED PARTY | $3,827,643 |
| ANNUITIES PAYABLE | $9,822 |
| HELD ON BEHALF OF THE COLLEGE | $259,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,097,239 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$3,221,117 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,404,109 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $216,310 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $272,468 | OtherRevenueAmt |
| Revenue Not Reported | -$22,915,331 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,694,214 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,906 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $75,906 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,770,120 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,602,925 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $216,310 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $324,822 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $541,132 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,061,793 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,906 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $75,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,137,699 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE "INCOME TAXES" TOPIC OF THE FASB ASC. UNCERTAIN INCOME TAX POSITIONS ARE EVALUATED AT LEAST ANNUALLY BY MANAGEMENT. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION AND A CHARITABLE REGISTRATION WITH THE OFFICE OF THE STATE'S ATTORNEY GENERAL FOR THE STATE OF OHIO. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 324,822. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -52,354. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 324,822. |
| PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDS: | CUYAHOGA COMMUNITY COLLEGE FOUNDATION RAISES FUNDS TO SUPPORT COLLEGE PROGRAMS AND SCHOLARSHIPS. PHILANTHROPIC SUPPORT HELPS TRANSFORM AN UNDERSERVED STUDENT POPULATION INTO THE TALENT THAT WILL HELP GROW OUR REGION'S WORKFORCE AND ECONOMY. THE FOUNDATION FUNDS PRIORITY COLLEGE INITIATIVES THROUGH CURRENT GIFTS AND GRANTS, AND ENDOWMENTS FOR LONG-TERM SUPPORT. EXAMPLES INCLUDE: A THREE-PART INVESTMENT FROM MEDICAL MUTUAL IS ESTABLISHING THE MEDICAL MUTUAL WORKFORCE TRAINING ENDOWED SCHOLARSHIP, THE MEDICAL MUTUAL STUDENT RESPONSE ENDOWMENT FUND AND SUPPORTS THE EXPANSION OF THE WESTERN CAMPUS FOOD PANTRY. A TRANSFORMATIONAL GIFT FROM PNC AND THE PNC FOUNDATION LAUNCHED A THREE-YEAR PARTNERSHIP TO SUPPORT STUDENT RESOURCES FOR ECONOMIC RECOVERY, HIGH TECH ACADEMY, AND SCHOLARSHIPS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PRESIDENTIAL SCHOLARSHIP LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $219,500 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $219,500 | GrossRevenueEvent1Amt |
| Event2 | DR. JOHNSON SPECIAL EVENT | Event2Nm |
| Gross Receipts Event2 | $612,865 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $612,865 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,895 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $124,867 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $187,060 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $340,042 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $340,042 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,172,407 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,172,407 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,895 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $124,867 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $187,060 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $324,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $847,585 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUYAHOGA COMMUNITY COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CARNEGIE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 340896630 | RecipientEIN |
| IRC Section | STATE OF OHIO | IRCSectionDesc |
| Cash Grant | $3,132,161 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BECAUSE OF THE CLOSE CONNECTION BETWEEN THE FOUNDATION AND CUYAHOGA COMMUNITY COLLEGE, THE FOUNDATION IS ASSURED THAT ITS GRANT FUNDS ARE SPENT TO FURTHER EDUCATIONAL MISSIONS OF THE COLLEGE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,990 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,500 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER PROP | Desc |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,590 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS MADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | VISION TO ENSURE TRI-C HAS THE RESOURCES NEEDED TO HELP EVERY STUDENT LEARN, THRIVE AND SUCCEED AND TO CREATE A PROSPEROUS COMMUNITY FOR ALL. SERVING OVER 40,000 STUDENTS A YEAR THROUGH HIGH-QUALITY ASSOCIATE DEGREE AND WORKFORCE PROGRAMS AND THE LOWEST TUITION IN OHIO, TRI-C DRIVES THE ECONOMIC PROSPERITY AND FUTURE OF OUR REGION. NORTHEAST OHIO'S ECONOMY NEEDS THIS SKILLED WORKFORCE TO GROW AND THRIVE. LOCAL EMPLOYERS NEED TRAINED, EXPERIENCED, AND DIVERSE PROFESSIONALS FOR CRITICAL JOBS THAT THEY CANNOT FILL. OUR GRADUATES ARE PREPARED FOR THESE HIGH-DEMAND JOBS THAT PAY SUSTAINING WAGES AND PROVIDE OPPORTUNITIES FOR LIFE-CHANGING CAREERS. INVESTMENTS IN OUR STUDENTS' SUCCESS BENEFIT EVERYONE, AS OUR GRADUATES BUILD CAREERS, SUPPORT THEIR FAMILIES, AND ENGAGE IN THE COMMUNITY. IN FACT, NINETY PERCENT OF TRI-C GRADUATES LIVE AND WORK RIGHT HERE IN NORTHEAST OHIO. THE CHARITABLE CONTRIBUTIONS TO OUR STUDENTS' EDUCATION PAY DIVIDENDS IN THEIR FUTURE EARNINGS, THE COMMUNITY'S TAX BASE, AND DECREASED UNEMPLOYMENT. THE TRI-C FOUNDATION CONDUCTS ITS ACTIVITIES IN PARTNERSHIP WITH THE COLLEGE'S OFFICE OF RESOURCE DEVELOPMENT. THE TRI-C FOUNDATION AND THE OFFICE OF RESOURCE DEVELOPMENT TOGETHER ARE RESPONSIBLE FOR FUNDRAISING AND STEWARDSHIP "FRIEND RAISING" OPPORTUNITIES COLLEGE-WIDE. WE WORK WITH PARTNERS FROM FOUNDATIONS, ORGANIZATIONS, BUSINESSES AND MAJOR CORPORATIONS, INDIVIDUALS, AND GOVERNMENT AGENCIES. SOLICITATIONS ARE PRESENTED ON BEHALF OF THE COLLEGE OR THE FOUNDATION AS APPROPRIATE TO THE FUNDING SOURCE. ALL FUNDRAISING ACTIVITIES CONDUCTED BY THE TRI-C FOUNDATION ARE EVALUATED AND DETERMINED TO BENEFIT THE COLLEGE AND ITS STUDENTS. DONOR PARTNERSHIPS ENABLE TRI-C TO ENHANCE AND AMPLIFY SERVICES AND CREATE LASTING CHANGE FOR OUR ENTIRE COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. AT THE REQUEST OF A DONOR WHO WISHES TO REMAIN ANONYMOUS, THE NAMES AND ADDRESSES OF ALL DONORS LISTED ON SCHEDULE B HAVE BEEN REDACTED FROM THE COPY PROVIDED TO THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ENFORCES COMPLIANCE WITH THE POLICY THROUGH GUIDELINES IN THE COMPANY'S REGULATIONS, WHICH ALSO CALL FOR ANNUALLY MONITORING COMPLIANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -52,354. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |