2021-11-04T15:16:58-05:00 2020-12-31 363168081 SIKICH LLP 274 WHITE POND DRIVE AKRON OH 443201118 990 2020-01-01 341846432 THE BARBERTON COMMUNITY FOUNDATION BARB 3307455995 460 W PAIGE AVE BARBERTON OH 44203 SUZANNE T ALLEN EXECUTIVE DIRECTOR 3307455995 2021-11-04 1 SUZANNE ALLEN 999009999 JILL M BOYLE CPA P01246734 3308646661 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SUZANNE T ALLEN 460 W PAIGE AVE BARBERTON OH 44203 19578271 0 X BARBERTONCF.ORG X 1996 OH TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. 15 10 5 30 23931 0 490999 201475 130884 106626 1166437 1269771 29995 36424 1818315 1614296 2922705 2916957 0 0 419698 525059 0 0 0 374899 325542 3717302 3767558 -1898987 -2153262 83518412 88080926 301993 409642 83216419 87671284 THE MISSION OF THE BARBERTON COMMUNITY FOUNDATION IS TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY PROVIDING LEADERSHIP, FOSTERING COLLABORATION, AND CREATING A LEGACY OF GIVING TO DO GOOD. 0 0 3449921 2916957 GRANTS AND SCHOLARSHIPS - BCF PROVIDED 37 GRANTS FROM THE GENERAL FUND TOTALING $2,548,383.72 TO 25 ORGANIZATIONS AND PROVIDED 97 GENERAL FUND SCHOLARSHIPS TOTALING $118,000 DURING 2020. DONOR FUNDS PROVIDED 84 AWARDS TOTALING $247,134.03 TO 33 CHARITABLE ORGANIZATIONS, AND 39 SCHOLARSHIPS TOTALING $57,450. TOTAL SCHOLARSHIP AWARDS FOR ALL FUNDS WERE $175,450, WITH A TOTAL OF 136 SCHOLARSHIPS AWARDED. TOTAL GRANT AWARDS FOR ALL FUNDS WERE $2,795,517.75, WITH A TOTAL OF 121 GRANTS AWARDED TO 45 RECIPIENTS. A TOTAL OF $7,019.17 IN GRANTS WERE RETURNED. GRAND TOTAL OF ALL AWARDS AND FUND DISTRIBUTIONS FOR 2020 WAS $2,916,957. 106626 PROGRAM-RELATED INVESTMENTS - INVESTMENTS PROVIDED TO LOCAL 501(C)(3) ECONOMIC DEVELOPMENT AND HOUSING SUPPORT ORGANIZATIONS. THE ULTIMATE GOAL IS TO SERVE AS A CATALYST FOR JOB GROWTH AND MAINTAIN HOUSING IN THE CITY OF BARBERTON THROUGH LOW-INTEREST LOANS TO LOCAL COMPANIES AND INDIVIDUALS AND THE DEVELOPMENT OF INDUSTRIAL AND COMMERCIAL-USE PROPERTY. NEW INVESTMENTS DISBURSED DURING 2020 TOTALED $216,900. 3449921 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X THE ORGANIZATION 3307455995 460 WEST PAIGE AVENUE BARBERTON OH 44203 JEFFREY RAMNYTZ DIRECTOR 1.00 X 0 116806 46304 SUZANNE T ALLEN EXECUTIVE DIRECTOR 40.00 X 127104 0 22627 MAYOR WILLIAM JUDGE DIRECTOR 1.00 X 0 75939 36801 BRETT FOGLE DIRECTOR OF FINANCE 40.00 X 93128 0 15877 JIM BAUSCHLINGER DIRECTOR 1.00 X 0 33105 0 MICHAEL VINAY DIRECTOR 1.00 X 0 14663 3944 CRAIG MEYGES DIRECTOR 1.00 X 0 15500 0 DENNY LIDDLE CHAIRMAN 3.00 X X 0 0 0 JOSH GORDON VICE CHAIR 2.00 X X 0 0 0 JENNIFER BIDLINGMYER TREASURER 3.00 X X 0 0 0 LYNNE HOLCOMB SECRETARY 2.00 X X 0 0 0 EDNA BOYLE DIRECTOR 1.00 X 0 0 0 PAUL EPNER DIRECTOR 1.00 X 0 0 0 DEB SHREINER DIRECTOR 1.00 X 0 0 0 BRETT HAVERLICK DIRECTOR 1.00 X 0 0 0 TINA LINTON DIRECTOR 1.00 X 0 0 0 JASON SLATER DIRECTOR 1.00 X 0 0 0 220232 256013 125553 1 0 1 0 0 201475 201475 PROGRAM INVESTMENTS 525990 106626 106626 106626 2047667 -10823 2058490 144839 143169 1670 1670 1670 17042910 17820806 -777896 -777896 -777896 ADMINISTRATIVE FEE INCOME 561000 34754 34754 34754 1614296 106626 23931 1282264 2741507 2741507 175450 175450 258736 166821 91915 176670 113909 62761 9704 6257 3447 45024 29029 15995 34925 22518 12407 1602 1602 22900 22900 132732 132732 27558 27558 40292 25978 14314 10716 6909 3807 23938 15434 8504 21076 2725 18351 3486 3486 2654 1711 943 17944 17944 8108 8108 DUES AND SUBSCRIPTIONS 5740 3701 2039 EQUIPMENT LEASE/MAINTEN 2983 1923 1060 FUND ACTIVITY EXPENSES 2390 2390 MISCELLANEOUS ADMINISTR 1423 927 496 3767558 3449921 317637 0 512762 275212 530174 2599216 108840 50950 10418 10659 2879532 1050183 1935620 1829349 64064503 67602654 13063384 12443007 3268577 3223308 24134 46571 83518412 88080926 4115 21944 0 69408 297878 318290 301993 409642 X 4589150 4958128 78627269 82713156 83216419 87671284 83518412 88080926 -2153262 6608127 0 X X 0 1 X 1 0 X X X 2 CITY OF BARBERTON 346000188 6 1 46994 0 THE BARBERTON CITY SCHOOL DISTRICT 346000187 6 1 2386480 0 2 2433474 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, SECTION A, LINE 6 ALL SUPPORT PROVIDED BY THE FOUNDATION IS DEEMED TO RELIEVE THE BURDEN OF THE SUPPORTED ORGANIZATIONS OF THE FOUNDATION. PLEASE SEE DETAIL OF GRANT EXPENSE IN SCHEDULE I. SCHEDULE A, PART IV, LINE 2 THE CITY OF BARBERTON, OHIO AND THE BARBERTON CITY SCHOOL DISTRICT ARE POLITICAL SUBDIVISIONS OF THE STATE OF OHIO AND THEREFORE ARE ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) BECAUSE THEY ARE GOVERNMENTAL UNITS DESCRIBED IN IRC SECTION 170(B)(1)(A)(V). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 88 15184 171703 2000 234304 123561 3303918 1 1 82874009 201475 7851792 2916957 685391 87324928 74130410 519084 11875791 2922705 728571 82874009 82206692 573765 -4906212 3068025 755984 -80174 74130410 73528127 2161022 10334129 2894870 979323 -57607 82206692 71128233 276192 5766894 2954090 947115 -258013 73528127 0.01356 0.03925 0.94719 0 0 220000 220000 2639531 1043654 1595877 20001 6529 13472 1829349 ALTERNATIVE INVESTMENTS 12443007 F 12443007 FUNDS HELD AS AGENCY ENDOWMENT OBLIGATIONS 318290 318290 X 8232860 6608127 143169 6751296 1481564 132732 132732 1614296 3777995 143169 143169 3634826 132732 132732 3767558 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED PROVISIONS FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PART VIII, LINE 6B RENTAL EXPENSES 143,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: PART VIII, LINE 6B RENTAL EXPENSES 143,169. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 12443007 0 0 0 0 0 0 12443007 0 12443007 0 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 BARBERTON PUBLIC SCHOOLS 479 NORTON AVENUE BARBERTON OH 44203 346000187 PUBLIC SCHOOL 2328884 DEBT SERVICE BARBERTON PUBLIC SCHOOLS 479 NORTON AVENUE BARBERTON OH 44203 346000187 PUBLIC SCHOOL 57596 STUDENT DEVELOPMENT & CURRICULUM SUPPORT CITY OF BARBERTON 104 THIRD STREET NW BARBERTON OH 44203 346000188 CITY GOVERNMENT 5000 COMMUNITY DEVELOPMENT & SUPPORT CITY OF BARBERTON 104 THIRD STREET NW BARBERTON OH 44203 346000188 CITY GOVERNMENT 41994 PARKS & RECREATION, POLICE, FIRE AND OTHER SERVICES MAGICAL THEATRE COMPANY PO BOX 386 BARBERTON OH 44203 341196629 501(C)3 21785 LIVE THEATER & PERFORMING ARTS EDUCATION UNITED WAY OF SUMMIT COUNTY 37 N HIGH AKRON OH 44308 341169257 501(C)3 8500 2-1-1 INFORMATION & REFERRAL AND FINANCIAL EMPOWERMENT FOR BARBERTON RESIDENTS STEWART'S CARING PLACE 2955 WEST MARKET STREET STE R AKRON OH 44333 200181338 501(C)3 5000 CANCER SUPPORT SERVICES LAKE ANNA YMCA 500 W HOPOCAN AVENUE BARBERTON OH 44203 340714727 501(C)3 19276 HEALTH AND WELLNESS ACTIVITIES AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 341369388 501(C)3 7500 COMMUNITY FOOD PANTRY DISTRIBUTION BARBERTON COMMUNITY HEALTH CLINIC 113 NINTH STREET BARBERTON OH 44203 341439124 501(C)3 5545 FREE HEALTH CARE SERVICES EMBRACING FUTURES 50 S MAIN STREET SUITE LL100 AKRON OH 44308 316543299 501(C)3 5584 ORTHODONTIC CARE PROGRAM AXESSPOINTE COMMUNITY HEALTH CENTER 1400 S ARLINGTON STREET SUITE 38 AKRON OH 44306 341735884 501(C)3 19000 HEALTH CLINIC EXPANSION BARBERTON AREA COMMUNITY MINISTRIES 939 NORTON AVENUE BARBERTON OH 44203 311502393 501(C)3 11566 FOOD SECURITY CHILD GUIDANCE & FAMILY SOLUTIONS 18 NORTH FORGE STREET AKRON OH 44304 340726083 501(C)3 9700 PRESCHOOL EDUCATION VICTIM ASSISTANCE PROGRAM INC 137 S MAIN STREET SUITE 300 AKRON OH 44308 383142753 501(C)3 21000 BARBERTON VICTIM ADVOCACY PROGRAM GREENLEAF FAMILY CENTER 580 GRANT STREET AKRON OH 44311 340714398 501(C)3 6000 ADOLESCENT SUICIDE PREVENTION PROGRAM (ASPP) BOYS & GIRLS CLUB OF THE WESTERN RESERVE 889 JONATHAN AVENUE AKRON OH 44306 341351557 501(C)3 10000 BARBERTON WEST ELEMENTARY BOYS & GIRLS CLUBS PILOT OHIO & ERIE CANALWAY COALITION 47 W EXCHANGE STREET AKRON OH 44308 341636766 501(C)3 6000 SUMMIT BIKE SHARE (BARBERTON) SUMMA HEALTH 155 5TH STREET NE BARBERTON OH 44203 341887844 501(C)3 8000 COVID-19 EMERGENCY SUPPORT BATTERED WOMEN'S SHELTER 974 E MARKET STREET AKRON OH 44305 341249342 501(C)3 8192 BARBERTON DOMESTIC VIOLENCE SUPPORT GROUPS THE NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW N CANTON OH 44720 341580038 501(C)3 5000 CAMP INVENTION STEM BASED ENRICHMENT FOR UNDERSERVED BARBERTON YOUTH COLEMAN PROFESSIONAL SERVICES 5982 RHODES ROAD KENT OH 44240 341240178 501(C)3 20000 STUDENT SUCCESS INITIATIVE RED OAK BEHAVIORAL HEALTH 611 W MARKET STREET AKRON OH 44303 341282145 501(C)3 17000 THE BARBERTON COMMUNITY WELLNESS COLLABORATIVE OHIOGUIDESTONE 3094 W MARKET STREET SUITE 105 FAIRLAWN OH 44333 340720558 501(C)3 6000 TELEHEALTH FAMILY ENGAGEMENT KIT PROJECT COUNTRYSIDE 4965 QUICK ROAD PENINSULA OH 44264 341896395 501(C)3 9500 BARBERTON FARMERS MARKET FOOD ACCESS EXPANSION 21 4 INDIVIDUAL SCHOLARSHIPS. 118 175450 PART I, LINE 2: AFTER GRANTS ARE APPROVED BY THE GRANTS COMMITTEE AND THE BOARD OF DIRECTORS, A GRANT PACKET IS PROVIDED TO THE GRANTEE. THE PACKET INCLUDES (1) A NOTIFICATION LETTER, (2) A GRANT AGREEMENT TO BE SIGNED AND RETURNED, (3) A SIX MONTH REPORT OUTLINE, AND (4) AN ANNUAL EVALUATION REPORT OUTLINE. PERIODICALLY, A CONDITIONS REPORT IS RUN INTERNALLY TO IDENTIFY ANY OUTSTANDING SIX MONTH REPORTS OR ANNUAL REPORTS. THE ANNUAL REPORT SHOULD INCLUDE COPIES OF RECEIPTS, A DETAILED ACCOUNTING OF GRANT FUNDS AND THE RETURN OF UNUSED FUNDS. THE GRANTEE WILL BE CONTACTED IF CONDITIONS ARE NOT MET TO TURN IN THEIR REPORTS. THE SUBMITTED DOCUMENTS ARE REVIEWED, RECALCULATED AND FOLLOWED UP ON AS NECESSARY. ORGANIZATIONS MAY SUBMIT A WAIVER REQUEST IF ADDITIONAL TIME IS NEEDED. 0 0 0 0 0 0 0 0 0 JEFFREY RAMNYTZ DIRECTOR 0 116806 0 0 0 0 0 20200 0 26104 0 163110 0 0 PART I, LINE 3 JEFFREY RAMNYTZ IS THE SUPERINTENDENT OF BARBERTON CITY SCHOOL DISTRICT. COMPENSATION IS DETERMINED BASED ON MARKET RESEARCH AND OTHER FACTORS THAT DETERMINE HIS SALARY COMPARABLE TO SIMILAR GEOGRAPHIC AND SIMILAR SCHOOL DISTRICTS TO BARBERTON. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE ASSISTANCE OF THE PRESIDENT/CEO, UNDERGOES A SELECTION AND INTERVIEW PROCESS THROUGH WHICH BOARD APPOINTED CANDIDATES ARE IDENTIFIED. AFTER THE SCREENING AND INTERVIEW PROCESS, CANDIDATES ARE THEN RECOMMENDED FOR APPOINTMENT TO THE FULL BOARD. IN ADDITION, THE CITY COUNCIL HAS TO APPROVE 5 BOARD MEMBERS AND 3 ARE EX-OFFICIO APPOINTMENTS TO THE BOARD BASED ON THEIR POSITIONS WITH THE FOUNDATION'S SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE FOUNDATION'S CODE OF REGULATIONS, OR THE POLICIES THEREIN, REQUIRES APPROVAL OF 75% OF THE MEMBERS OF BOTH THE BOARD OF DIRECTORS OF THE FOUNDATION AND THE CITY COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/INVESTMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990. IT IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY STIPULATES HOW OTHER BOARD MEMBERS CAN QUESTION CONFLICTS AND STAFF MONITORS ACTIONS TAKEN AT MEETINGS WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. CITY OF BARBERTON 576 W PARK BARBERTON OH 44203 346000188 CITY OH LINE 6 N/A 0 THE BARBERTON CITY SCHOOL DISTRICT 633 BRADY AVE BARBERTON OH 44203 346000187 SCHOOL DISTRICT OH LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0