STRATEGY STUDIO / PUBLIC DATA EXPLORER

OTTAWA COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OTTAWA COUNTY COMMUNITY FOUNDATION INC (EIN 34-1899124)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-18
IRS object ID
201412619349300806
Schema version
2013v3.1
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)
Return2014-09-18T08:11:03-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341708291PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SABADOS PERRY & COMPANY CPASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111351 PEARL RD STE 100AddressLine1
CitySTRONGSVILLECity
StateOHState
ZIP Code441363331ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341899124EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OTTAWA COUNTY COMM FOUNDATIONINCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlOTTABusinessNameControlTxt
Phone4197974293PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 36AddressLine1
CityPORT CLINTONCity
StateOHState
ZIP Code43452ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOY ROTHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4197974293PhoneNum
Signature2014-09-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMARA J PERRYPreparerPersonNm
PTINP00031558PTIN
Phone4402388890PhoneNum
Preparation2014-09-18PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOY ROTHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12933 COHO DRIVEAddressLine1
CityPORT CLINTONCity
StateOHState
ZIP Code43452ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$453,081GrossReceiptsAmt
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$439,041PYContributionsGrantsAmt
CY Contributions Grants$281,870CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$139,840PYInvestmentIncomeAmt
CY Investment Income$171,211CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$578,881PYTotalRevenueAmt
CY Total Revenue$453,081CYTotalRevenueAmt
PY Grants And Similar Paid$96,866PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$183,976CYGrantsAndSimilarPaidAmt
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$37,260PYOtherExpensesAmt
CY Other Expenses$46,828CYOtherExpensesAmt
PY Total Expenses$134,126PYTotalExpensesAmt
CY Total Expenses$230,804CYTotalExpensesAmt
PY Revenues Less Expenses$444,755PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$222,277CYRevenuesLessExpensesAmt
Total Assets BOY$3,953,313TotalAssetsBOYAmt
Total Assets EOY$4,855,540TotalAssetsEOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,952,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,855,540NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$183,976ExpenseAmt
Grant$183,976GrantAmt
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$183,976TotalProgramServiceExpensesAmt
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 ContrifalseDeductibleNonCashContriInd
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 1300AddressLine1
CityTOLEDOCity
StateOHState
ZIP Code43604ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOY ROTH
PRESIDENTYes (X)Yes (X)$0$0$0
DR DERRILL HABLITZEL
VICE PRESIDEYes (X)Yes (X)$0$0$0
MARCIA JESS
DIRECTORYes (X)$0$0$0
PAUL DRUCKENMILLER
DIRECTORYes (X)$0$0$0
BLAIR MILLER
DIRECTORYes (X)$0$0$0
DAVID SLOSSER
DIRECTORYes (X)$0$0$0
JOHN BOCK
DIRECTORYes (X)$0$0$0
JULIE QUAYLE
SECRETARYYes (X)Yes (X)$0$0$0
JON JAMES
DIRECTORYes (X)$0$0$0
DEB HARMEYER
DIRECTORYes (X)$0$0$0
BILL CODER
DIRECTORYes (X)$0$0$0
MARY COFFEE
DIRECTORYes (X)$0$0$0
JOHN MADISON
DIRECTORYes (X)$0$0$0
GARY KOHLI
DIRECTORYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$281,870AllOtherContributionsAmt
Total Contributions$281,870TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,431TotalRevenueColumnAmt
Exclusion$101,431ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$69,780OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$69,780OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,780TotalRevenueColumnAmt
Related Or Exempt Func Income$69,780RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$453,081TotalRevenueColumnAmt
Related Or Exempt Func Income$69,780RelatedOrExemptFuncIncomeAmt
Exclusion$101,431ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$183,976TotalAmt
Program Services$183,976ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE FEES$33,692$33,692
BANK FEES$6,387$6,387
RECORD KEEPING FEES$1,815$1,815
PROFESSIONAL SERVICES$1,290$1,290

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,644TotalAmt
Management And General$3,644ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$230,804TotalAmt
Program Services$183,976ProgramServicesAmt
Management And General$46,828ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,522BOYAmt
EOY$12,200EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,935,791BOYAmt
EOY$4,843,340EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,953,313BOYAmt
EOY$4,855,540EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
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$3,952,313BOYAmt
EOY$4,855,540EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,952,313BOYAmt
EOY$4,855,540EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,953,313BOYAmt
EOY$4,855,540EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$222,277ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$680,950NetUnrlzdGainsLossesInvstAmt
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$748,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$147,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$281,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$439,041CurrentTaxYearMinus1YearAmt
Current Tax Year$281,870CurrentTaxYearAmt
Total$1,897,677TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$748,384CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$147,353CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$281,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$439,041CurrentTaxYearMinus1YearAmt
Current Tax Year$281,870CurrentTaxYearAmt
Total$1,897,677TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$963,422SubstantialContributorsTotAmt
Public Support Total170$934,255PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$57,833CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$71,497CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,538CurrentTaxYearMinus1YearAmt
Current Tax Year$101,431CurrentTaxYearAmt
Total$399,899TotalAmt
FieldValueIRS element (for citing)
Total Support$2,297,576TotalSupportAmt
Public Support CY1700.40660PublicSupportCY170Pct
Public Support PY1700.44930PublicSupportPY170Pct
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 MaintainedYes (true)GrantRecordsMaintainedInd

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.