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ALLIANCE AREA DEVELOPMENT FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE AREA DEVELOPMENT FOUNDATION (EIN 31-1652174)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-10-30
IRS object ID
201733039349300323
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-10-30T09:38:12-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1119 EAST STATE STREETAddressLine1Txt
CityALLIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311652174EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE AREA DEVELOPMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone3308230700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 W STATE ST NO E11AddressLine1Txt
CityALLIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM PUKYSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3308230700PhoneNum
Signature2017-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCIE E CURRYPreparerPersonNm
PTINP00033988PTIN
Phone3308212150PhoneNum
Preparation2017-10-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.112.4.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-24IPDt
IP Tm14:15:12IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id01D98DAC19CF13FF0FA23579BDF3DEA242B1FCADAtSubmissionCreationDeviceId
At Submission Filing Device Id798C3CD30F53246620C9B4700777519A6E80929AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTOM PUKYSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3421AddressLine1Txt
CityALLIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$237,937GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALLIANCEOHIODEVELOPMENT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE ALLIANCE AREA DEVELOPMENT FOUNDATION IS TO POSITIVELY IMPACT RETENTION OF COMPANIES, TO ASSIST COMPANIES IN THEIR EXPANSION, AND TO ATTRACT NEW COMPANIESActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$176,550PYContributionsGrantsAmt
CY Contributions Grants$221,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,869PYInvestmentIncomeAmt
CY Investment Income$9,863CYInvestmentIncomeAmt
PY Other Revenue$5,770PYOtherRevenueAmt
CY Other Revenue$7,074CYOtherRevenueAmt
PY Total Revenue$192,189PYTotalRevenueAmt
CY Total Revenue$237,937CYTotalRevenueAmt
PY Grants And Similar Paid$18,700PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,044CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$115,670PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$114,793CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,565CYTotalFundraisingExpenseAmt
PY Other Expenses$111,883PYOtherExpensesAmt
CY Other Expenses$90,780CYOtherExpensesAmt
PY Total Expenses$246,253PYTotalExpensesAmt
CY Total Expenses$216,617CYTotalExpensesAmt
PY Revenues Less Expenses-$54,064PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,320CYRevenuesLessExpensesAmt
Total Assets BOY$613,430TotalAssetsBOYAmt
Total Assets EOY$698,971TotalAssetsEOYAmt
Total Liabilities BOY$175,536TotalLiabilitiesBOYAmt
Total Liabilities EOY$210,478TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$437,894NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$488,493NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE ALLIANCE AREA DEVELOPMENT FOUNDATION IS TO POSITIVELY IMPACT RETENTION OF COMPANIES, TO ASSIST COMPANIES IN THEIR EXPANSION, AND TO ATTRACT NEW COMPANIES TO THE ALLIANCE AREA BY ASSISTING LOCAL COMPANIES, AREA GOVERNMENTS, AND ECONOMIC DEVELOPMENT ORGANIZATIONS IN BUILDING SUCCESSFUL AND COMPLIMENTARY RELATIONSHIPS THAT RESULT IN BUSINESS GROWTH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$126,287ExpenseAmt
Grant$11,044GrantAmt
DescMAINTAIN AND RESTORE A HEALTHY AND VIGOROUS ECONOMIC AND SOCIAL ENVIRONMENT IN THE CITY OF ALLIANCE, OHIO AND ITS SURROUNDING AREAS THROUGH RETENTION AND EXPANSION OF EXISTING BUSINESSES AND ATTRACTION OF NEW BUSINESSES.Desc
Total Program Service Expenses$126,287TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIDIA DEGRANGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3308230700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 W STATE STREET SUITE 11AddressLine1Txt
CityALLIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DOUG SCHWARZ
SECRETARY0.30Yes (X)Yes (X)$0$0$0
G CHARLES DIX II
TRUSTEE0.00Yes (X)$0$0$0
GREGORY COLANER
TRUSTEE0.00Yes (X)$0$0$0
JOE GERZINA
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOHN CHRISTIAN
TRUSTEE0.00Yes (X)$0$0$0
MARK FEDOR
TRUSTEE0.00Yes (X)$0$0$0
MICHAEL A CONNY
TRUSTEE0.00Yes (X)$0$0$0
MIKE PAULI
TRUSTEE0.00Yes (X)$0$0$0
BILL LAVERY
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
SCOTT ROBERTSON
TRUSTEE0.00Yes (X)$0$0$0
STAN JONAS
TRUSTEE0.00Yes (X)$0$0$0
SUE GORIS
TRUSTEE0.00Yes (X)$0$0$0
VINCENT A MARION
TRUSTEE0.00Yes (X)$0$0$0
DR DICK MERRIMAN
TRUSTEE0.00Yes (X)$0$0$0
WILLIAM C SHIVERS
TRUSTEE0.00Yes (X)$0$0$0
HARRIET CLEM
TRUSTEE0.00Yes (X)$0$0$0
ALLEN GREEN
TRUSTEE0.00Yes (X)$0$0$0
JOE SCHATZ
TRUSTEE0.00Yes (X)$0$0$0
RANDALL SMITH
TRUSTEE0.00Yes (X)$0$0$0
DANA HEFFNER
TRUSTEE0.00Yes (X)$0$0$0
JOE MAZZOLA
TRUSTEE0.00Yes (X)$0$0$0
JEFF TALBERT
TRUSTEE0.00Yes (X)$0$0$0
TODD PUGH
CHAIR1.00Yes (X)Yes (X)$0$0$0
RYAN FOSTER
TRUSTEE0.00Yes (X)$0$0$0
WILL TOLERTON
TRUSTEE0.00Yes (X)$0$0$0
JOE KNOLL
TRUSTEE0.00Yes (X)$0$0$0
MICHELE SHAFFER
TRUSTEE0.00Yes (X)$0$0$0
THOMAS A PUKYS
PRESIDENT40.00Yes (X)$80,827$0$4,257
FieldValueIRS element (for citing)
Total Reportable Comp From Org$80,827TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,257TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$132,000MembershipDuesAmt
Related Organizations$2,500RelatedOrganizationsAmt
All Other Contributions$86,500AllOtherContributionsAmt
Total Contributions$221,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,863TotalRevenueColumnAmt
Exclusion$9,863ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MISC. REIMBURSEMENT900099$4,800$4,800
LOAN FEES900099$2,274$2,274
FieldValueIRS element (for citing)
Other Revenue Total$7,074OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,937TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,937ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,044TotalAmt
Program Services$11,044ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$80,826TotalAmt
Program Services$41,359ProgramServicesAmt
Management And General$19,180ManagementAndGeneralAmt
Fundraising$20,287FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,725TotalAmt
Program Services$10,605ProgramServicesAmt
Management And General$4,918ManagementAndGeneralAmt
Fundraising$5,202FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,182TotalAmt
Program Services$2,652ProgramServicesAmt
Management And General$1,230ManagementAndGeneralAmt
Fundraising$1,300FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,060TotalAmt
Program Services$4,124ProgramServicesAmt
Management And General$1,913ManagementAndGeneralAmt
Fundraising$2,023FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$780TotalAmt
Management And General$780ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,095TotalAmt
Management And General$9,095ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$660TotalAmt
Management And General$660ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,761TotalAmt
Program Services$1,925ProgramServicesAmt
Management And General$892ManagementAndGeneralAmt
Fundraising$944FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,469TotalAmt
Program Services$751ProgramServicesAmt
Management And General$349ManagementAndGeneralAmt
Fundraising$369FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Program Services$12,281ProgramServicesAmt
Management And General$5,695ManagementAndGeneralAmt
Fundraising$6,024FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,392TotalAmt
Program Services$713ProgramServicesAmt
Management And General$330ManagementAndGeneralAmt
Fundraising$349FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,992TotalAmt
Program Services$2,043ProgramServicesAmt
Management And General$947ManagementAndGeneralAmt
Fundraising$1,002FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,625TotalAmt
Program Services$1,625ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,174TotalAmt
Program Services$802ProgramServicesAmt
Management And General$372ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,116TotalAmt
Program Services$1,083ProgramServicesAmt
Management And General$502ManagementAndGeneralAmt
Fundraising$531FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT COST- BRANDING$29,025$29,025
DUES AND SUBSCRIPTIONS$5,995$3,067$1,423$1,505
INTERNET$2,507$1,283$595$629
EQUIPMENT RENTAL$1,501$1,025$476

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,688TotalAmt
Program Services$880ProgramServicesAmt
Management And General$408ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$216,617TotalAmt
Program Services$126,287ProgramServicesAmt
Management And General$49,765ManagementAndGeneralAmt
Fundraising$40,565FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$294,402BOYAmt
EOY$266,810EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$68,258BOYAmt
EOY$42,967EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt
EOY$65,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$159,881BOYAmt
EOY$239,200EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,867LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,152LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,589BOYAmt
EOY$2,715EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$73,875BOYAmt
EOY$79,154EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$3,425BOYAmt
EOY$3,125EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$613,430BOYAmt
EOY$698,971EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,772BOYAmt
EOY$21,322EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$149,764BOYAmt
EOY$189,156EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$175,536BOYAmt
EOY$210,478EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$221,114BOYAmt
EOY$222,699EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,280BOYAmt
EOY$86,294EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$179,500BOYAmt
EOY$179,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$437,894BOYAmt
EOY$488,493EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$613,430BOYAmt
EOY$698,971EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,320ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,279NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$24,000DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$174,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,550CurrentTaxYearMinus1YearAmt
Current Tax Year$221,000CurrentTaxYearAmt
Total$1,084,200TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$211,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$301,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$174,400CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$176,550CurrentTaxYearMinus1YearAmt
Current Tax Year$221,000CurrentTaxYearAmt
Total$1,084,200TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$151,704SubstantialContributorsTotAmt
Public Support Total170$932,496PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,077CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,869CurrentTaxYearMinus1YearAmt
Current Tax Year$9,525CurrentTaxYearAmt
Total$36,625TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,770CurrentTaxYearMinus1YearAmt
Current Tax Year$7,074CurrentTaxYearAmt
Total$40,844TotalAmt
FieldValueIRS element (for citing)
Total Support$1,161,669TotalSupportAmt
Public Support CY1700.80270PublicSupportCY170Pct
Public Support PY1700.84630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$73,875BeginningYearBalanceAmt
Investment Earnings Or Losses$6,036InvestmentEarningsOrLossesAmt
Administrative Expenses$758AdministrativeExpensesAmt
End Year Balance$79,154EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$74,495BeginningYearBalanceAmt
Investment Earnings Or Losses$102InvestmentEarningsOrLossesAmt
Administrative Expenses$722AdministrativeExpensesAmt
End Year Balance$73,875EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$75,169BeginningYearBalanceAmt
Investment Earnings Or Losses$71InvestmentEarningsOrLossesAmt
Administrative Expenses$745AdministrativeExpensesAmt
End Year Balance$74,495EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,344BeginningYearBalanceAmt
Investment Earnings Or Losses$11,508InvestmentEarningsOrLossesAmt
Administrative Expenses$683AdministrativeExpensesAmt
End Year Balance$75,169EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,522BeginningYearBalanceAmt
Investment Earnings Or Losses$7,420InvestmentEarningsOrLossesAmt
Administrative Expenses$598AdministrativeExpensesAmt
End Year Balance$64,344EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,025InvestmentCostOrOtherBasisAmt
Depreciation$3,931DepreciationAmt
Book Value$94BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$7,842InvestmentCostOrOtherBasisAmt
Depreciation$5,221DepreciationAmt
Book Value$2,621BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,715TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGREATER ALLIANCE FOUNDATION INVESTMENTDesc
Book Value$79,154BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$79,154TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$267,216TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,279NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$24,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$29,279RevenueNotReportedAmt
Revenue Subtotal$237,937RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$237,937TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$216,617TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$216,617ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$216,617TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHIS ENDOWMENT FUND WAS ESTABLISHED IN ORDER TO ENSURE THE ORGANIZATION'S CONTINUED ECONOMIC VIABILITY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TECHNOLOGY ACCELERATOR ALLIANCEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11972 CLARK AVENUEAddressLine1Txt
CityALLIANCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44601ZIPCd
FieldValueIRS element (for citing)
Recipient EIN453933539RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Non Cash Assistance$10,000NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantCAPITALPurposeOfGrantTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCHARLES DIXPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$29,180TransactionAmt
TransactionDIX COMMUNICATIONS - MARKETINGTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BBOARD MEMBERS ARE PROVIDED A COPY OF THE 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION OBTAINS SIGNED CONFLICT OF INTEREST STATEMENTS FROM BOARD MEMBERS ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD DETERMINED COMPENSATION FOR THE DIRECTOR'S POSITION BY PERFORMING RESEARCH PRIOR TO HIS HIRING. BOARD MEMBERS TRAVELED TO FINDLEY, OH AND MET WITH THE ECONOMIC DEVELOPMENT PEOPLE THERE AS PART OF THEIR RESEARCH. THEY CONTINUE TO BE AWARE OF SALARIES OF OTHER NON-PROFITS LIKE THEIRS TO ENSURE THAT THE DIRECTOR IS PAID WITHIN THE RANGE OF HIS PEERS.
FORM 990, PART VI, SECTION C, LINE 18DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 1:THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
GREATER ALLIANCE DEVELOPMENT CORPORATION
PO BOX 3000ALLIANCEOH44601346557963PROMOTES GROWTH AND INDUSTRIAL DEVELOPMENT IN THE ALLIANCE, OHIO AREA.OH501(C)(3)LINE 7N/A0
TECHNOLOGY ACCELERATOR ALLIANCE
1207 W STATE STREET SUITE NALLIANCEOH44601453933539SUPPORTS ECONOMIC DEVELOPMENT OF HIGH TECH COMPANIES IN ALLIANCE.OH501(C)(3)LINE 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GREATER ALLIANCE DEVELOPMENT CORPORATION
C$2,500FAIR MARKET VALUE
TECHNOLOGY ACCELERATOR ALLIANCE
B$10,000FAIR MARKET VALUE
GREATER ALLIANCE DEVELOPMENT CORPORATION
O$4,800FAIR MARKET VALUE