OTTAWA COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: OTTAWA COUNTY COMMUNITY FOUNDATION INC (EIN 34-1899124)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201343189349302004
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule B
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T09:00:14-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SABADOS PERRY & COMPANY CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11351 PEARL RD STE 100	AddressLine1
City	STRONGSVILLE	City
State	OH	State
ZIP Code	441363331	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	341899124	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	OTTAWA COUNTY COMM FOUNDATIONINC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	OTTA	NameControl
Phone	4197974293	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 36	AddressLine1
City	PORT CLINTON	City
State	OH	State
ZIP Code	43452	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOY ROTH	Name
Title	PRESIDENT	Title
Phone	4197974293	Phone
Date Signed	2013-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	TAMARA J PERRY	Name
Phone	4402388890	Phone
Date Prepared	2013-11-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOY ROTH	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2933 COHO DRIVE	AddressLine1
City	PORT CLINTON	City
State	OH	State
ZIP Code	43452	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	578881	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	OTTAWACCF.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1999	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	PROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	3	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	248983	ContributionsGrantsPriorYear
Contributions Grants Current Year	439041	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	126740	InvestmentIncomePriorYear
Investment Income Current Year	139840	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	375723	TotalRevenuePriorYear
Total Revenue Current Year	578881	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	95031	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	96866	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	641	TotalFundrsngExpCurrentYear
Other Expense Prior Year	36100	OtherExpensePriorYear
Other Expenses Current Year	37260	OtherExpensesCurrentYear
Total Expenses Prior Year	131131	TotalExpensesPriorYear
Total Expenses Current Year	134126	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	244592	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	444755	RevenuesLessExpensesCY
Total Assets BOY	3171310	TotalAssetsBOY
Total Assets EOY	3953313	TotalAssetsEOY
Total Liabilities EOY	1000	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	3171310	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	3952313	NetAssetsOrFundBalancesEOY
Mission Description	PROVIDE FINANCIAL SUPPORT TO INITIATE PROGRAMS THAT ADDRESS THE CHANGING NEEDS OF OTTAWA COUNTY, OHIO.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	96866	Expense
Grants	96866	Grants
Description	THE 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.	Description
Total Program Service Expense	96866	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	TOLEDO COMM FOUNDATION INC	NamePerson
Telephone Number	4192415049	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	300 MADISON AVE SUITE 1300	AddressLine1
City	TOLEDO	City
State	OH	State
ZIP Code	43604	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
JOY ROTH
PRESIDENT	10.00	X	X	0	0	0
DR DERRILL HABLITZEL
VICE PRESIDE	5.00	X	X	0	0	0
MARCIA JESS
DIRECTOR	1.00	X		0	0	0
DAVID MARTIN
DIRECTOR	1.00	X		0	0	0
BLAIR MILLER
DIRECTOR	1.00	X		0	0	0
DAVID SLOSSER
DIRECTOR	1.00	X		0	0	0
JOHN BOCK
DIRECTOR	1.00	X		0	0	0
JULIE QUAYLE
SECRETARY	5.00	X	X	0	0	0
JON JAMES
DIRECTOR	1.00	X		0	0	0
DEB HARMEYER
DIRECTOR	1.00	X		0	0	0
CHARLES HABLITZEL
DIRECTOR	1.00	X		0	0	0
MARY COFFEE
DIRECTOR	1.00	X		0	0	0
JOHN MADISON
DIRECTOR	1.00	X		0	0	0
DIANNE ROZAK
DIRECTOR	1.00	X		0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	439041	AllOtherContributions
Total Contributions	439041	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	86538	TotalRevenueColumn
Exclusion	$86,538	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	53302	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	53302	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	53302	TotalRevenueColumn
Related Or Exempt Function Income	53302	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	578881	TotalRevenueColumn
Related Or Exempt Function Income	53302	RelatedOrExemptFunctionIncome
Exclusion	$86,538	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	96866	Total
Program Services	96866	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
ADMINISTRATIVE FEES	27133	27133
BANK FEES	5150	5150
BOARD LIABILITY INSURANCE	1275	1275
PROFESSIONAL SERVICES	785	785

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2917	Total
Management And General	2276	ManagementAndGeneral
Fundraising	641	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	134126	Total
Program Services	96866	ProgramServices
Management And General	36619	ManagementAndGeneral
Fundraising	641	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	12449	BOY
EOY	17522	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	3158861	BOY
EOY	3935791	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	3171310	BOY
EOY	3953313	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
EOY	1000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	1000	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	3171310	BOY
EOY	3952313	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3171310	BOY
EOY	3952313	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3171310	BOY
EOY	3953313	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	444755	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	336248	ReconciliationUnrealizedInvest
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	false	FSAudited
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	330018	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	748384	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	147353	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	281029	CurrentTaxYearMinus1Year
Current Tax Year	439041	CurrentTaxYear
Total	1945825	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	330018	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	748384	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	147353	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	281029	CurrentTaxYearMinus1Year
Current Tax Year	439041	CurrentTaxYear
Total	1945825	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	910738	AmountsSubstContributorsTotal
Public Support Total170	1035087	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	59583	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	57833	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	71497	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	82600	CurrentTaxYearMinus1Year
Current Tax Year	86538	CurrentTaxYear
Total	358051	Total

Field	Value	IRS element (for citing)
Total Support	2303876	TotalSupport
Public Support Pertcentage170	0.44930	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.61290	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	THERE ARE 3 VOLUNTEERS ON THE SCHOLARSHIP COMMITTEE WHO HELP WITH DECISIONS ON SCHOLARSHIPS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE POLICY CHAIRPERSON MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	SINCE 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.