STRATEGY STUDIO / PUBLIC DATA EXPLORER

OTTAWA COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OTTAWA COUNTY COMMUNITY FOUNDATION INC (EIN 34-1899124)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-12
IRS object ID
201532249349302188
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)
Return2015-08-12T12:30:16-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341708291PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SABADOS PERRY & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111351 PEARL RD STE 100AddressLine1Txt
CitySTRONGSVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP441363331ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341899124EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OTTAWA COUNTY COMM FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOTTABusinessNameControlTxt
Phone4197974293PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 36AddressLine1Txt
CityPORT CLINTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOY ROTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4197974293PhoneNum
Signature2015-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA J PERRYPreparerPersonNm
PTINP00031558PTIN
Phone4402388890PhoneNum
Preparation2015-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOY ROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12933 COHO DRIVEAddressLine1Txt
CityPORT CLINTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43452ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,099,882GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressOTTAWACCF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionPROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$281,870PYContributionsGrantsAmt
CY Contributions Grants$963,691CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$171,211PYInvestmentIncomeAmt
CY Investment Income$134,548CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$453,081PYTotalRevenueAmt
CY Total Revenue$1,098,239CYTotalRevenueAmt
PY Grants And Similar Paid$183,976PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$240,823CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$46,828PYOtherExpensesAmt
CY Other Expenses$53,503CYOtherExpensesAmt
PY Total Expenses$230,804PYTotalExpensesAmt
CY Total Expenses$294,326CYTotalExpensesAmt
PY Revenues Less Expenses$222,277PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$803,913CYRevenuesLessExpensesAmt
Total Assets BOY$4,855,540TotalAssetsBOYAmt
Total Assets EOY$5,831,487TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,855,540NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,831,487NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$240,823ExpenseAmt
Grant$240,823GrantAmt
DescTHE OTTAWA COUNTY COMMUNITY FOUNDATION, INC. IS A PUBLIC CHARITABLE CORPORATION SERVING THE PEOPLE OF OTTAWA COUNTY, OHIO. FUNDS ARE EXPENDED FOR DESERVING CIVIC, CHARITABLE AND BENEVOLENT PURPOSES FOR THE BETTERMENT OF THE COMMUNITY AND ITS RESIDENTS.Desc
Total Program Service Expenses$240,823TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTOLEDO COMM FOUNDATION INCPersonNm
Phone4192415049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 MADISON AVE SUITE 1300AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOY ROTH
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DR DERRILL HABLITZEL
VICE PRESIDE3.00Yes (X)Yes (X)$0$0$0
MARCIA JESS
SECRETARY3.00Yes (X)Yes (X)$0$0$0
PAUL DRUCKENMILLER
DIRECTOR1.00Yes (X)$0$0$0
BLAIR MILLER
DIRECTOR1.00Yes (X)$0$0$0
DAVID SLOSSER
DIRECTOR1.00Yes (X)$0$0$0
JOHN BOCK
DIRECTOR1.00Yes (X)$0$0$0
JON JAMES
DIRECTOR1.00Yes (X)$0$0$0
DEB HARMEYER
DIRECTOR1.00Yes (X)$0$0$0
BILL CODER
DIRECTOR1.00Yes (X)$0$0$0
MARY COFFEE
DIRECTOR1.00Yes (X)$0$0$0
JOHN MADISON
DIRECTOR1.00Yes (X)$0$0$0
GARY KOHLI
DIRECTOR1.00Yes (X)$0$0$0
TERESA LEWIS
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$963,691AllOtherContributionsAmt
Noncash Contributions$25,004NoncashContributionsAmt
Total Contributions$963,691TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,191TotalRevenueColumnAmt
Exclusion$136,191ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,643SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,643SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,643TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,643RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,098,239TotalRevenueColumnAmt
Related Or Exempt Func Income-$1,643RelatedOrExemptFuncIncomeAmt
Exclusion$136,191ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$240,823TotalAmt
Program Services$240,823ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE FEES$40,204$40,204
BANK FEES$6,657$6,657
SECRETARIAL SUPPORT$1,500$1,500
BOARD LIABILITY INSURANCE$1,324$1,324

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,818TotalAmt
Management And General$3,818ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$294,326TotalAmt
Program Services$240,823ProgramServicesAmt
Management And General$53,503ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,200BOYAmt
EOY$11,965EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,843,340BOYAmt
EOY$5,819,522EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,855,540BOYAmt
EOY$5,831,487EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$4,855,540BOYAmt
EOY$5,831,487EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,855,540BOYAmt
EOY$5,831,487EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,855,540BOYAmt
EOY$5,831,487EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$803,913ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$172,034NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$147,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$439,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$281,870CurrentTaxYearMinus1YearAmt
Current Tax Year$963,691CurrentTaxYearAmt
Total$2,112,984TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$147,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$281,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$439,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$281,870CurrentTaxYearMinus1YearAmt
Current Tax Year$963,691CurrentTaxYearAmt
Total$2,112,984TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,070,169SubstantialContributorsTotAmt
Public Support Total170$1,042,815PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$101,431CurrentTaxYearMinus1YearAmt
Current Tax Year$136,191CurrentTaxYearAmt
Total$478,257TotalAmt
FieldValueIRS element (for citing)
Total Support$2,591,241TotalSupportAmt
Public Support CY1700.40240PublicSupportCY170Pct
Public Support PY1700.40660PublicSupportPY170Pct
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 I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmt
SHRINERS HOSPITAL FOR CHILDREN
8048 BROADSTONE AVEPERRYSBURGOH43571362193608$7,500
PORT CLINTON ATHLETIC
126 EAST PERRY STPORT CLINTONOH43452341965245$12,500
SANDUSKY COUNTY SHARE & CARE CTR
206 LYNN STREETFREMONTOH43420341671911$15,000
UNITED WAY OF GREATER TOLEDO
424 JACKSON STTOLEDOOH43604344427947$15,000

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$25,004NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6THERE ARE 3 VOLUNTEERS ON THE SCHOLARSHIP COMMITTEE WHO HELP WITH DECISIONS ON SCHOLARSHIPS.
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 12CTHE POLICY CHAIRPERSON MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 19SINCE WE ARE AN ALL-VOLUNTEER ORGANIZATION WITH NO OFFICE, WE MAKE INFORMATION AVAILABLE TO THE PUBLIC THROUGH OUR NEWSLETTERS AND WEBSITE. WE PROVIDE CONTACT INFORMATION FOR THE PUBLIC TO REQUEST INFORMATION.