2017-09-18T10:39:26-05:00 2016-12-31 311488076 HOBE & LUCAS CPAS 4807 ROCKSIDE ROAD 510 INDEPENDENCE OH 44131 990 2016-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 14955 SPRAGUE ROAD SUITE 290 STRONGSVILLE OH 44136 AMANDA M BUZO ESQ EXECUTIVE DIRECTOR 2167364540 2017-09-13 1 LISA MATUSZNY P00727516 2165248900 2017-08-25 12.219.241.2 2017-09-13 10:24:22 ED P F86449591760AAB34796CEB67F17B764A8986706 1604E5FD84318CD5E542E0D9F0502F822EE65B6E 2016 2021-01-29 14:40:06Z AMANDA M BUZO ESQ 14955 SPRAGUE ROAD SUITE 290 STRONGSVILLE OH 44136 1561956 0 X WWW.CFMF.ORG X 1993 OH TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES. 10 10 7 0 0 0 424435 670642 726907 854969 -10040 36345 75 0 1141377 1561956 0 98091 0 0 380306 354649 0 0 0 243653 214653 623959 667393 517418 894563 3800664 4754320 9821 13927 3790843 4740393 X COMMUNITY FUND MANAGEMENT FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION CREATED TO DEVELOP AND MAKE AVAILABLE TRUST VEHICLES, EDUCATION, AND RELATED SERVICES THAT HELP ENABLE INDIVIDUALS WITH DISABILITIES TO USE PRIVATE FUNDS TO ENHANCE THEIR QUALITY OF LIFE WHILE ATTEMPTING TO SAFEGUARD THEIR ELIGIBILITY FOR GOVERNMENTAL BENEFITS. 0 0 460413 854969 COMMUNITY FUND MANAGEMENT FOUNDATION (THE FOUNDATION) ESTABLISHES AND ADMINISTERS SEVERAL TYPES OF TRUSTS, EDUCATION PROGRAMS AND RELATED SERVICES FOR OHIO RESIDENTS WITH DISABILITIES. DURING THE YEAR ENDED DECEMBER 31, 2016, A TOTAL OF 405 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2016, THE FOUNDATION HAD SET UP AND WAS ADMINISTERING A TOTAL OF 2,387 TRUSTS FOR CLIENTS. 98091 98091 CFMF PROVIDES GRANTS TO INDIVIDUALS AND NONPROFIT ORGANIZATIONS.CFMF OFFERS TWO TYPES OF GRANTS FOR INDIVIDUALS: THE HARDSHIP/EMERGENT NEEDS GRANTS ARE FOR THOSE WHO SEEK RELIEF FROM A HARDSHIP OR ASSISTANCE WITH AN EMERGENT NEED. THE EDUCATIONAL / ASSISTANCE GRANT IS FOR INDIVIDUALS WHO WISH TO APPLY FOR THE COST OF TUITION AND/OR TRAVEL EXPENSES TO ATTEND AN EDUCATIONAL PROGRAM, INCLUDING BUT NOT LIMITED TO, A SEMINAR, SCHOOL, OR CONTINUING EDUCATION PROGRAM. GRANTS FOR NONPROFIT ORGANIZATIONS ARE OFFERED TO ORGANIZATIONS THAT PROVIDE DIRECT SERVICES OR IMPROVE ACCESS TO SERVICES FOR PEOPLE WITH DISABILITIES. 558504 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X AMANDA BUZO 2167364540 14955 SPRAGUE ROAD SUITE 290 STRONGSVILLE OH 44256 LOUIS B GENEVA ESQ MEMBER 2.00 X 0 0 0 KEVIN A CRAINE ESQ VICE-CHAIRPERSON 2.00 X X 0 0 0 RICHARD B DUSTERBERG ESQ CHAIRPERSON 2.00 X X 0 0 0 MAGGIE SUTTON MEMBER 1.00 X 0 0 0 PHILIP S KAUFMANN ESQ TREASURER 1.00 X X 0 0 0 LAURA MATHEWS SECRETARY 1.00 X X 0 0 0 KELLY PETTY MEMBER 1.00 X 0 0 0 NIRAKAR THAKUR ESQ MEMBER 1.00 X 0 0 0 FRANCES ELLIOTT ULRICH EDD MEMBER 1.00 X 0 0 0 BLAINE BROCKMAN ESQ MEMBER 1.00 X 0 0 0 AMANDA M BUZO EXECUTIVE DIRECTOR 40.00 X 117188 0 0 117188 0 0 1 0 0 0 0 670642 670642 ANNUAL TRUST FEES 525920 454669 454669 SET-UP FEES 525920 400300 400300 854969 74140 74140 -37006 -789 -37795 1561956 854969 0 74140 87921 87921 10170 10170 117188 103125 14063 207819 166845 40974 5185 4563 622 24457 21522 2935 10667 10667 28100 28100 75576 66507 9069 43618 38384 5234 17473 15376 2097 7871 6926 945 3958 1979 1979 TRUSTEE FEES 3465 3465 23925 21054 2871 667393 558504 108889 0 351084 580904 338905 348068 15469 4713 2265 2833 87838 50620 32123 37218 575985 695377 2481782 3082156 3051 3051 3800664 4754320 9821 13927 9821 13927 X 3790843 4740393 3790843 4740393 3800664 4754320 894563 54987 0 X 0 1 X 1 0 X 232481 195437 246472 424435 670642 1769467 537281 582834 633012 726907 854969 3335003 769762 778271 879484 1151342 1525611 5104470 0 0 0 5104470 54857 434351 13348 -10040 36345 528861 54857 434351 13348 -10040 36345 528861 1000 3378 402 75 4855 825619 1216000 893234 1141377 1561956 5638186 0.90530 0.89020 0.09380 0.10860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3057767 670642 150680 98091 3465 3777533 2586484 424435 50262 3414 3057767 2334362 246472 24986 19336 2586484 1981400 195187 232775 75000 2334362 1620214 231431 167255 37500 1981400 1.00000 0 0 47685 23929 23756 40153 26691 13462 37218 PERPETUAL TRUST 3082156 F 3082156 X 1616943 54987 54987 1561956 0 1561956 667393 0 667393 0 667393 PART X, LINE 2: PART X LINE 2 FIN 48 (ASC 740)FOOTNOTE: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25 THAT REQUIRE THE DISCLOSURE OF UNCERTAIN TAX POSITIONS. THERE HAVE BEEN NO INTEREST OR PENALITIES RECOGNIZED IN THE STATEMENTS OF FINANCIAL POSITION OR THE STATEMENTS OF ACTIVITIES RELATING TO UNCERTAIN TAX POSITIONS. ADDITIONALLY, NO TAX POSITIONS EXIST FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY INCREASE OR DECREASE DURING THE NEXT 12 MONTHS. THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS. PART V LINE 4 FUNDS HELD IN THE ENDOWMENT ACCOUNT ARE RESTRICTED FOR THE PURPOSE OF PROVIDING SPECIAL ASSISTANCE TO INDIVIDUALS WITH DISABILITIES AND OTHER NON- PROFIT ORGANIZATIONS, AS AUTHORIZED BY THE FOUNDATION'S BOARD OF DIRECTORS. 1 JFSA 3659 SOUTH GREEN RD STE 322 BEACHWOOD OH 44122 340714441 5921 VAN RUACH CONSORTIUM INC 1301 WEST 54TH ST CLEVELAND OH 44102 341872214 6000 VAN ECHOING HILLS VILLAGE INC 36722 CR 79 WARSAW OH 43844 310735747 10000 OFFSET COST OF CAMP CAMP IMAGINE PO BOX 26 AVON LAKE OH 44012 271259997 10000 MULTIPLE ITEMS PLAN OF SW OHIO 9350 FLORAL AVE CINCINNATI OH 45242 311486601 20000 CONTRIBUTION TOWARDS TIERED SYSTEM OF DIRECT CONSUMER SUPPORT RONALD MCDONALD HOUSE 10415 EUCLID AVE CLEVELAND OH 44106 341269123 16000 REDESIGNING CONSUMER WEBSITE TO BE ADA COMPLIANT MEDINA CREATIVE HOUSING 1120 NORTH HUNTINGTON ST MEDINA OH 44256 341712565 20000 PILOT PROGRAM TO DELIVER HOUSING AND SUPPORTIVE SERVICES TO COLLEGE BOUND YOUNG ADULTS WITH DISABILITES 7 MODIFICATIONS FOR INDIVDUALS FOR WHEELCHAIRS AND DRIVEWAYS FOR ACCESSIBLE VEHICLES 5 7500 OUTSTANDING EXPENSES FOR CAR, PHONE, AND CELL 1 1420 SOCIAL AND RECREATIONAL ACTIVITIES 1 750 DRIVING SCHOOL 1 500 PART I, LINE 2: FOR NONPROFITS, CFMF ASKS FOR A LETTER ON THEIR LETTERHEAD CONFIRMING THAT THE FUNDS WERE USED FOR THE INTENDED PURPOSE WITHIN A CERTAIN PERIOD OF TIME, TYPICALLY 60 DAYS. FOR INDIVIDUALS, CFMF TYPICALLY MAKES THE CHECK PAYABLE TO THE VENDOR AND DOES NOT ASK FOR ADDITIONAL FOLLOW-UP. IN THE RARE CASES THAT THE CHECK IS MADE PAYABLE TO THE INDIVIDUAL, CFMF REQUIRES A PAID INVOICE OR OTHER DOCUMENTATION SHOWING THE FUNDS WERE USED AS THE GRANT APPLICATION IDENTIFIED. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION HAS AGREEMENTS WITH FOUR FELLOW NON-PROFITS, NAMELY JEWISH FEDERATION OF CLEVELAND, THE ARC OF OHIO, HATTIE LARLHAM FOUNDATION, AND ADD. EACH ORGANIZATION HAS THE RIGHT TO APPOINT A MEMBER TO THE FOUNDATION'S BOARD OF DIRECTORS AND THE REVIEW COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FEDERAL FORM 990 IS PREPARED BY THE FOUNDATION'S INDEPENDENT AUDITOR AND IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND ACCOUNTANT. AFTER THIS REVIEW THE FEDERAL FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PROVIDES ALL BOARD MEMBERS WITH A COPY OF ITS "CONFLICTS OF INTEREST" POLICY. BOARD MEMBERS ARE REQUIRED TO NOTIFY THE FOUNDATION OF ANY CONFLICTS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR AND UPPER LEVEL MANAGEMENT IS APPROVED BY THE BOARD OF DIRECTORS AND IS TYPICALLY BASED ON WAGE COMPARABILITY DATA AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION KEEPS A COPY OF FORM 990 ON FILE AND IT IS AVAILABLE FOR VIEWING BY THE PUBLIC UPON REQUEST.