2019-11-15T11:28:38-08:00 2018-12-31 311081751 Toukan & Company 575 Charring Cross Drive Westerville OH 43081 990 2018-01-01 311083219 Westerville Industry and Commerce Corpor WEST 6149016409 PO Box 6107 Westerville OH 43081 Julie Colley Treasurer 2019-11-15 true Heather L Linch CPA P00238341 6149017100 2018 2020-04-17 16:48:07Z Janet Davis PO Box 6107 Westerville OH 43081 877863 false false X N/A X 1965 OH To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area. 7 7 0 8 0 120787 877528 12 12 344 323 0 121143 877863 185830 605349 0 0 0 0 14955 1732 200785 607081 -79642 270782 1218226 1524070 4351 39413 1213875 1484657 To advance, encourage and promote industrial, economic, commercial and civic development of the City of Westerville and Blendon, Sharon, Orange and Genoa Townships by such means as will improve the normal growth, employment opportunities, stability of employment in existing industry, advancement of the industrial and commercial life of the community and to stabilize the general economy of the area. false false 402465 402465 Provide grants to commercial and industrial companies that have implemented energy efficient projects. 160000 160000 Provide loans to local businesses that promote our tax exempt purpose. If certain income tax revenues are generated by the company within a specified period of time, the loans are forgiven. 42884 42884 Provide grants to improve commercial and mixed-use building facades in the uptown Westerville area. 605349 true true false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false true 5 0 true 0 false false false false false false false false false 0 false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true false false false OH X Julie Colley 6149016409 PO Box 6107 Westerville OH 43081 X Janet Davis Chairman 0.50 0.00 X X 0 0 0 David Collinsworth Vice Chair 0.50 0.00 X X 0 0 0 Karl Craven Trustee 0.50 0.00 X 0 0 0 Kathy Cocuzzi Trustee 0.50 0.00 X 0 0 0 Michael Swartz Trustee 0.50 0.00 X 0 0 0 Bruce Bailey Trustee 0.50 0.00 X 0 0 0 Rick Rano Trustee 0.50 0.00 X 0 0 0 Julie Colley Secr/Treas 0.50 0.00 X 0 0 0 0 false false false 0 877528 877528 Membership Dues 561499 12 12 12 323 323 0 0 0 0 0 0 0 0 877863 335 445349 445349 160000 160000 0 0 0 0 0 0 0 0 0 0 1393 1393 0 0 0 0 82 82 57 57 0 0 0 0 0 0 0 0 0 0 Ohio Filing Fee 200 200 0 607081 605349 1732 0 623852 533134 0 39351 349413 0 0 0 555023 641523 0 0 0 0 0 0 0 0 1218226 1524070 4351 39413 4351 39413 X 1048083 1196686 165792 287971 1213875 1484657 1218226 1524070 270782 X X false true X false false X 929504 555318 332893 120799 877540 2816054 0 0 929504 555318 332893 120799 877540 2816054 0 2816054 213 248 373 344 323 1501 0 0 2817555 5025 0.99950 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true ADS 3100 Easton Square Place Columbus OH 43219 133163498 28599 0 Energy Grant B&T Roofing 26 Israel Street Westerville OH 43081 311616662 5640 0 Energy Grant BTTS Properties LLC 23 E College Ave Westerville OH 43081 824648777 33169 0 Facade Grant Darifill 750 Green Crest Dr Westerville OH 43081 352195035 10175 0 Energy Grant JP Morgan Investment Manageme 270 Park Avenue New York NY 10017 133200244 131559 0 Energy Grant Marc Glassman Inc 5841 W 130th St Cleveland OH 44130 341259106 33410 0 Energy Grant Meijer Stores LP 2929 Walker Ave NW Grand Rapids MI 49544 383496076 37492 0 Energy Grant Mount Carmel Health System 6150 E Broad Street Columbus OH 43213 311439334 501(c)(3) 78512 0 Energy Grant Shear Madness Studio 58 E Main St Westerville OH 43081 461070745 8415 0 Facade Grant The Tamarkin Company 101 Kappa Drive Pittsburgh PA 15238 521236050 13722 0 Energy Grant 1 9 Loan Forgiveness 2 160000 Grantmaker's Description of How Grants are Used Facade Grant - Funding is in the form of a rebate payment at the conclusion of the project, after certification of project costs and verification of compliance with approved plans. There are a number of steps that an applicant has to complete before reimbursement. They are as follows: 1. Pre-Application Meeting: Meeting with City of Westerville staff to review the scope of the work 2. Application Submittal: The applicant must submit an application that contains architectural renderings, estimated budget, material board(s) with paint chips/material samples, and site plan (If determined that requirements are met, application is submitted to WICC for approval) 3. Project Approval Process: WICC will either accept or deny. If accept, then WICC will issue a dated letter to the applicant. The applicant then must obtain a Certificate of Appropriateness from the Uptown Review Board (URB) within 60 days. After issuance of the Certificate, WICC will determine final approval based on the applicant entering into an incentive agreement with WICC that outlines the terms of the program and the criteria for receiving payment. 4. Project Completion & Rebate Grant Issuance: City of Westerville Planning and Development staff review the project upon completion for compliance with URB approval. Satisfactory projects will be issued a signed Certificate of Project Completion. In order for reimbursement, the applicant has to submit to the Treasurer of WICC the Certificate of Project Completion and detailed receipts or invoices that match the project description and final budget. Energy Grant - The City of Westerville Electric Division is provinding commercial and industrial customers incentives for implementing energy efficiency projects through the Commercial & Industrial Energy Savings Program (CIESP). Incentives are only available to non-residential customers with annual electric usages of more than 250,000 kWh. Funds for the program are limited and subject to availability. Funds are monitored using the following requirements: 1. Applicant must submit a pre-approval application and receive pre-approval from the City of Westerville before being eligible to receive an incentive. 2. Projects must involve a facility improvement that results in a permanent reduction in electrical energy usage (kWh). (City of Westerville reserves the right to develop cost effectiveness tests to determine if project qualifies for an incentive) 3. Projects must be installed on the City of Westerville electric account listed on the application 4. Equipment must be purchased, installed and operating (or capable of operating in the case of seasonal uses) prior to submitting a final incentive application. 5. The final application must be submitted within 60 days of project completion. Project documentation, such as copies of dated and paid invoices for the purchase and installation of the energy efficiency measures, along with product technical specification sheets, must be included with the final application. (The City of Westerville reserves the right to request additional supporting documentation as necessary to confirm eligibility and verify savings) 6. By applying, the customer grants the City of Westerville the right to perform pre- and post-installation inspections. 7. The City of Westerville reserves the right to perform monitoring and inspection of the energy efficiency projects for a three year period following completion of the installation in order to determine the actual demand reduction and energy savings. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is typically prepared by independent tax accountants and a copy is provided to and reviewed by Board Members prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: A. Has received a copy of the conflicts of interest policy, B. Has read and understands the policy, C. Has agreed to comply with the policy, and D. Understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.Board members abstain from voting if a conflict is identified that the board member is involved with during the year. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available When requested, documents are provided via mail, e-mail, etc. Form 990, Part XII, Line 2b - Financial Statement Audit Westerville Industry and Commerce Corporation has an audit conducted on the current year and prior year financials by the Ohio Auditor of State's office every two years. The current tax year is a audit reporting year, however, the audited financial statements are not yet completed and issued as of the filing of the Form 990. Form 990, Part XII, Line 2c - Committee Oversight of Audit Westerville Industry and Commerce Corporation has a committee, typically comprised of three people - Board Treasurer, Economic Development Director, and Accounting Supervisor, who oversees the audit and works with the auditors throughout their process. However, WICC is not involved in the process of the selection of the independent accountant as the audit is conducted by the Ohio Auditor of State.