2016-10-31T09:54:58-05:00 2015-12-31 311488076 HOBE & LUCAS CPAS 4807 ROCKSIDE ROAD 510 INDEPENDENCE OH 44131 990 2015-01-01 341801905 COMMUNITY FUND MANAGEMENT FOUNDATION INC COMM 2167364540 14955 SPRAGUE ROAD SUITE 290 STRONGSVILLE OH 44136 AMANDA M BUZO ESQ EXECUTIVE DIRECTOR 2167364540 2016-10-26 1 LISA MATUSZNY P00727516 2165248900 2016-10-26 2015 2017-02-10 21:41:12Z AMANDA M BUZO ESQ 14955 SPRAGUE ROAD SUITE 290 STRONGSVILLE OH 44136 1141377 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 9 0 0 0 246472 424435 633012 726907 13348 -10040 402 75 893234 1141377 0 0 0 0 365565 380306 0 0 0 243819 243653 609384 623959 283850 517418 3267154 3800664 22523 9821 3244631 3790843 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 535879 726982 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, 2015, A TOTAL OF 337 NEW TRUSTS WERE ESTABLISHED FOR CLIENTS. AS OF DECEMBER 31, 2015, THE FOUNDATION HAD SET UP, AND WAS ADMINISTERING, A TOTAL OF 2,187 TRUSTS FOR CLIENTS. 535879 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 9 1 0 0 0 0 0 0 0 0 X 10 10 0 0 1 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 NORMAN BRESKY 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 MICHAEL A DONZELLA EDD DIRECTOR EMERITI 1.00 X 0 0 0 STEPHEN MCPEAKE DIRECTOR EMERITI 1.00 X 0 0 0 BLAINE BROCKMAN ESQ MEMBER 1.00 X 0 0 0 KAREN AUSPRUNK EXECUTIVE DIRECTOR 40.00 X 73470 0 1339 AMANDA M BUZO EXECUTIVE DIRECTOR 40.00 X 43750 0 0 117220 0 1339 0 0 0 0 0 424435 424435 ANNUAL TRUST FEES 525920 409802 409802 SET-UP FEES 525920 317105 317105 726907 64108 64108 -74148 -74148 MISCELLANEOUS 525920 75 75 75 1141377 726982 0 64108 118559 104332 14227 229978 203727 26251 5419 4769 650 26350 23293 3057 28281 28281 24173 24173 34835 34835 54728 48161 6567 48008 42247 5761 24190 21287 2903 9875 8690 1185 3600 1800 1800 TRUSTEE FEES 3414 3414 12549 11043 1506 623959 535879 88080 0 288042 351084 339954 338905 15732 15469 2109 2265 93598 61475 31782 32123 413522 575985 2172962 2481782 3051 3051 3267154 3800664 22523 9821 22523 9821 X 3244631 3790843 3244631 3790843 3267154 3800664 517418 28794 0 X 0 1 X 1 0 X 256847 232481 195437 246472 424435 1355672 491468 537281 582834 633012 726907 2971502 748315 769762 778271 879484 1151342 4327174 0 0 0 4327174 35463 54857 434351 13348 -10040 527979 35463 54857 434351 13348 -10040 527979 873 1000 3378 402 75 5728 784651 825619 1216000 893234 1141377 4860881 0.89020 0.87240 0.10860 0.13610 X PART III SECTION B LINE 12: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2586484 424435 50262 3414 3057767 2334362 246472 24986 19336 2586484 1981400 195187 232775 75000 2334362 1620214 231431 167255 37500 1981400 1396201 255847 -31834 1620214 1.00000 0 0 53445 35102 18343 40153 26373 13780 32123 PERPETUAL TRUST 2481782 F 2481782 X 1170171 28794 28794 1141377 0 1141377 623959 0 623959 0 623959 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. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS ARTICLES OF INCORPORATION TO ADD THE ABILITY TO PROVIDE GOODS OR SERVICES TO PEOPLE WITH DISABILITIES EFFECTIVE 9/29/15. SAID AMENDMENT WAS PROPERLY FILED WITH THE OHIO SECRETARY OF STATE. 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 11 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.