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ALLIANCE AREA DEVELOPMENT FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE AREA DEVELOPMENT FOUNDATION (EIN 31-1652174)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-10-23
IRS object ID
201502969349301000
Schema version
2014v5.0
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)
Return2015-10-23T12:37:04-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-10-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARCIE E CURRYPreparerPersonNm
PTINP00033988PTIN
Phone3308212150PhoneNum
Preparation2015-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$187,505GrossReceiptsAmt
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 Independent27VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$301,100PYContributionsGrantsAmt
CY Contributions Grants$174,400CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,713PYInvestmentIncomeAmt
CY Investment Income$6,955CYInvestmentIncomeAmt
PY Other Revenue$6,500PYOtherRevenueAmt
CY Other Revenue$6,150CYOtherRevenueAmt
PY Total Revenue$314,313PYTotalRevenueAmt
CY Total Revenue$187,505CYTotalRevenueAmt
PY Grants And Similar Paid$10,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,300CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$110,022PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$115,715CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,516CYTotalFundraisingExpenseAmt
PY Other Expenses$109,639PYOtherExpensesAmt
CY Other Expenses$88,111CYOtherExpensesAmt
PY Total Expenses$229,661PYTotalExpensesAmt
CY Total Expenses$218,126CYTotalExpensesAmt
PY Revenues Less Expenses$84,652PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$30,621CYRevenuesLessExpensesAmt
Total Assets BOY$546,052TotalAssetsBOYAmt
Total Assets EOY$630,456TotalAssetsEOYAmt
Total Liabilities BOY$70,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$161,878TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$475,872NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$468,578NetAssetsOrFundBalancesEOYAmt
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$125,239ExpenseAmt
Grant$14,300GrantAmt
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$125,239TotalProgramServiceExpensesAmt
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 Ent0BusinessRlnWithOfficerEntInd
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 Member27IndependentVotingMemberCnt
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 (27 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
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
MICHAEL A CONNY
TRUSTEE0.00Yes (X)$0$0$0
MIKE PAULI
TRUSTEE0.00Yes (X)$0$0$0
DR RICHARD GIESE
TRUSTEE0.00Yes (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
TOM AULT
TRUSTEE0.00Yes (X)$0$0$0
VINCENT A MARION
TRUSTEE0.00Yes (X)$0$0$0
WILL TOLERTON
TRUSTEE0.00Yes (X)$0$0$0
WILLIAM C SHIVERS
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
JIM BOUGHTON
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
TRUSTEE0.00Yes (X)$0$0$0
RYAN FOSTER
TRUSTEE0.00Yes (X)$0$0$0
MATT HUNT
TRUSTEE0.00Yes (X)$0$0$0
THOMAS A PUKYS
PRESIDENT40.00Yes (X)$83,211$0$4,020
FieldValueIRS element (for citing)
Total Reportable Comp From Org$83,211TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$4,020TotalOtherCompensationAmt
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$143,750MembershipDuesAmt
Related Organizations$5,000RelatedOrganizationsAmt
All Other Contributions$25,650AllOtherContributionsAmt
Total Contributions$174,400TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,955TotalRevenueColumnAmt
Exclusion$6,955ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC. REIMBURSEMENT900099$4,800$4,800
LOAN FEES900099$1,350$1,350
FieldValueIRS element (for citing)
Other Revenue Total$6,150OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,505TotalRevenueColumnAmt
Related Or Exempt Func Income$6,150RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,955ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,300TotalAmt
Program Services$14,300ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$83,211TotalAmt
Program Services$41,789ProgramServicesAmt
Management And General$20,528ManagementAndGeneralAmt
Fundraising$20,894FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,875TotalAmt
Program Services$9,981ProgramServicesAmt
Management And General$4,903ManagementAndGeneralAmt
Fundraising$4,991FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,989TotalAmt
Program Services$2,505ProgramServicesAmt
Management And General$1,231ManagementAndGeneralAmt
Fundraising$1,253FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,640TotalAmt
Program Services$3,837ProgramServicesAmt
Management And General$1,885ManagementAndGeneralAmt
Fundraising$1,918FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$679TotalAmt
Management And General$679ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,093TotalAmt
Management And General$10,093ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$695TotalAmt
Management And General$695ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,650TotalAmt
Program Services$1,331ProgramServicesAmt
Management And General$654ManagementAndGeneralAmt
Fundraising$665FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,286TotalAmt
Program Services$651ProgramServicesAmt
Management And General$315ManagementAndGeneralAmt
Fundraising$320FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,000TotalAmt
Program Services$12,053ProgramServicesAmt
Management And General$5,921ManagementAndGeneralAmt
Fundraising$6,026FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,007TotalAmt
Program Services$1,008ProgramServicesAmt
Management And General$495ManagementAndGeneralAmt
Fundraising$504FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,585TotalAmt
Program Services$1,801ProgramServicesAmt
Management And General$884ManagementAndGeneralAmt
Fundraising$900FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,108TotalAmt
Program Services$1,108ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,174TotalAmt
Program Services$787ProgramServicesAmt
Management And General$387ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,036TotalAmt
Program Services$1,023ProgramServicesAmt
Management And General$502ManagementAndGeneralAmt
Fundraising$511FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT COST- BRANDING$21,755$21,755
DUES AND SUBSCRIPTIONS$5,806$2,916$1,432$1,458
CONTRACT COST - UNION A$4,800$4,800
INTERNET$2,229$1,119$550$560

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,208TotalAmt
Program Services$2,475ProgramServicesAmt
Management And General$1,217ManagementAndGeneralAmt
Fundraising$516FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$218,126TotalAmt
Program Services$125,239ProgramServicesAmt
Management And General$52,371ManagementAndGeneralAmt
Fundraising$40,516FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$182,043BOYAmt
EOY$251,130EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$113,107BOYAmt
EOY$88,194EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,000BOYAmt
EOY$50,000EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$104,372BOYAmt
EOY$158,449EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,867LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,404LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,336BOYAmt
EOY$4,463EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$75,169BOYAmt
EOY$74,495EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$4,025BOYAmt
EOY$3,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$546,052BOYAmt
EOY$630,456EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,780BOYAmt
EOY$23,478EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$48,400BOYAmt
EOY$138,400EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$70,180BOYAmt
EOY$161,878EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$192,772BOYAmt
EOY$194,183EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$103,600BOYAmt
EOY$94,895EOYAmt

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$475,872BOYAmt
EOY$468,578EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$546,052BOYAmt
EOY$630,456EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$30,621ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$673NetUnrlzdGainsLossesInvstAmt
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$138,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,100CurrentTaxYearMinus1YearAmt
Current Tax Year$174,400CurrentTaxYearAmt
Total$867,700TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$138,250CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$211,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,100CurrentTaxYearMinus1YearAmt
Current Tax Year$174,400CurrentTaxYearAmt
Total$867,700TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$83,388SubstantialContributorsTotAmt
Public Support Total170$784,312PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,129CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,199CurrentTaxYearMinus1YearAmt
Current Tax Year$6,955CurrentTaxYearAmt
Total$23,455TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,200CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,350CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,500CurrentTaxYearMinus1YearAmt
Current Tax Year$6,150CurrentTaxYearAmt
Total$36,400TotalAmt
FieldValueIRS element (for citing)
Total Support$927,555TotalSupportAmt
Public Support CY1700.84560PublicSupportCY170Pct
Public Support PY1700.85100PublicSupportPY170Pct
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$75,169BeginningYearBalanceAmt
Investment Earnings Or Losses$71InvestmentEarningsOrLossesAmt
Administrative Expenses$745AdministrativeExpensesAmt
End Year Balance$74,495EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,522BeginningYearBalanceAmt
Investment Earnings Or Losses$7,420InvestmentEarningsOrLossesAmt
Administrative Expenses$598AdministrativeExpensesAmt
End Year Balance$64,344EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$55,628BeginningYearBalanceAmt
Investment Earnings Or Losses$2,178InvestmentEarningsOrLossesAmt
Administrative Expenses$284AdministrativeExpensesAmt
End Year Balance$57,522EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$53,446BeginningYearBalanceAmt
Investment Earnings Or Losses$2,462InvestmentEarningsOrLossesAmt
Administrative Expenses$280AdministrativeExpensesAmt
End Year Balance$55,628EndYearBalanceAmt
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$3,681DepreciationAmt
Book Value$344BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$7,842InvestmentCostOrOtherBasisAmt
Depreciation$3,723DepreciationAmt
Book Value$4,119BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,463TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGREATER ALLIANCE FOUNDATION INVESTMENTDesc
Book Value$74,495BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$74,495TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$210,831TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$674NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$24,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$23,326RevenueNotReportedAmt
Revenue Subtotal$187,505RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$187,505TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$218,126TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$218,126ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$218,126TotalExpensesPerForm990Amt

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
Cash Grant$10,000CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantCAPITALPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BOARD 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 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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
GREATER ALLIANCE DEVELOPMENT CORPORATION
O$4,800FAIR MARKET VALUE
GREATER ALLIANCE DEVELOPMENT CORPORATION
C$5,000FAIR MARKET VALUE
TECHNOLOGY ACCELERATOR ALLIANCE
B$10,000FAIR MARKET VALUE