FOUNDATION FOR APPALACHIAN OHIO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR APPALACHIAN OHIO (EIN 31-1620483)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243209349300024
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:27:28-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES COCHENOUR & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 W MULBERRY ST | AddressLine1 |
| City | LANCASTER | City |
| State | OH | State |
| ZIP Code | 431303014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311620483 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR APPALACHIAN OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 7407531111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PUBLIC SQUARE P O BOX 456 | AddressLine1 |
| City | NELSONVILLE | City |
| State | OH | State |
| ZIP Code | 45764 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARA DINGUS BROOK | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 7407531111 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN D LONG CPA | Name |
| Phone | 7406539581 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CARA DINGUS BROOK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PUBLIC SQUARE | AddressLine1 |
| City | NELSONVILLE | City |
| State | OH | State |
| ZIP Code | 45764 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2676468 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.APPALACHIANOHIO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | FAO IS A REGIONAL COMMUNITY FOUNDATION SERVING TO ENRICH QUALITY OF LIFE IN 32 COUNTIES OF APPALACHIAN OHIO. THROUGH FAO, CITIZENS WORK REGIONALLY TO ATTRACT AND MAXIMIZE INVESTMENTS, LEVERAGE ECONOMIES OF SCALE AND ACCESS RESOURCES NOT OTHERWISE AVAILABLE IN THEIR COMMUNITIES. FAO STRATEGICALLY MOBILIZES RESOURCES TO CREATE GROUNDBREAKING ACCESS TO OPPORTUNITIES AND QUALITY OF LIFE IMPROVEMENTS. THE FOUNDATION'S "I'M A CHILD OF APPALACHIA" NETWORK (ICAN) EXEMPLIFIES THIS APPROACH BY POOLING RESOURCES FROM INDIVIDUALS COMMITTED TO SUPPORTING THE EDUCATIONAL, COMMUNITY AND REGIONAL INITIATIVES NEEDED TO ENSURE A VIBRANT APPALACHIAN OHIO. AS A RESULT OF ICAN MEMBERS, RESOURCES HAVE BEEN LEVERAGED TO PROVIDE OVER 750,000 IN EDUCATIONAL OPPORTUNITIES - 861 AWARDS, SCHOLARSHIPS, AND MINI-GRANTS ACROSS THE REGION'S 32 COUNTIES. FAO UNDERSTANDS NONE OF US ARE AS SMART OR AS STRONG AS ALL OF US WORKING TOGETHER. AS SUCH, FAO IS PARTNERING WITH AND CONVENING A VARIETY OF INDIVIDUALS, BUSINESSES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 85 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1350761 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1499839 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 71101 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 143214 | InvestmentIncomePriorYear |
| Investment Income Current Year | 196656 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1493975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1767596 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14851 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 398105 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 93164 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 419111 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 81041 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 86843 | OtherExpensePriorYear |
| Other Expenses Current Year | 298400 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 194858 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1115616 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1299117 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 651980 | RevenuesLessExpensesCY |
| Total Assets BOY | 8602846 | TotalAssetsBOY |
| Total Assets EOY | 9962376 | TotalAssetsEOY |
| Total Liabilities BOY | 556822 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1487940 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8046024 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8474436 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FAO IS A REGIONAL COMMUNITY FOUNDATION SERVING TO ENRICH QUALITY OF LIFE IN 32 COUNTIES OF APPALACHIAN OHIO. THROUGH FAO, CITIZENS WORK REGIONALLY TO ATTRACT AND MAXIMIZE INVESTMENTS, LEVERAGE ECONOMIES OF SCALE AND ACCESS RESOURCES NOT OTHERWISE AVAILABLE IN THEIR COMMUNITIES. FAO STRATEGICALLY MOBILIZES RESOURCES TO CREATE GROUNDBREAKING ACCESS TO OPPORTUNITIES AND QUALITY OF LIFE IMPROVEMENTS. THE FOUNDATION'S "I'M A CHILD OF APPALACHIA" NETWORK (ICAN) EXEMPLIFIES THIS APPROACH BY POOLING RESOURCES FROM INDIVIDUALS COMMITTED TO SUPPORTING THE EDUCATIONAL, COMMUNITY AND REGIONAL INITIATIVES NEEDED TO ENSURE A VIBRANT APPALACHIAN OHIO. AS A RESULT OF ICAN MEMBERS, RESOURCES HAVE BEEN LEVERAGED TO PROVIDE OVER 750,000 IN EDUCATIONAL OPPORTUNITIES - 861 AWARDS, SCHOLARSHIPS, AND MINI-GRANTS ACROSS THE REGION'S 32 COUNTIES. FAO UNDERSTANDS NONE OF US ARE AS SMART OR AS STRONG AS ALL OF US WORKING TOGETHER. AS SUCH, FAO IS PARTNERING WITH AND CONVENING A VARIETY OF INDIVIDUALS, BUSINESSES | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 638597 | Expense |
| Grants | 337655 | Grants |
| Description | THE FOUNDATION FOR APPALACHIAN OHIO PROVIDES MINI-GRANT OPPORTUNITIES TO ORGANIZATIONS AND SCHOOLS ACROSS THE 32 COUNTIES OF APPALACHIAN OHIO. IN 2011, THE FOUNDATION COLLABORATED WITH A NUMBER OF PARTNERS TO DELIVER INNOVATIVE PROGRAMMING AND ACTIVITIES, INCLUDING THE CHILD OF APPALACHIA WRITING CONTEST AND STRIVE FOR EXCELLENCE INITIATIVE - THE WRITING CONTEST AND MINI-GRANT PROGRAM RESULTED IN 132 CLASSROOM ENRICHMENT GRANT AWARDS THAT DIRECTLY IMPACTED MORE THAN 11,000 STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 60450 | Expense |
| Grants | 60450 | Grants |
| Description | SCHOLARSHIP PROGRAM: FAO IS COMMITTED TO ENSURING EVERY CHILD IN THE 32 COUNTIES OF APPALACHIAN OHIO HAS ACCESS TO THE EDUCATIONAL OPPORTUNITIES NECESSARY FOR SUCCESS. BY PARTNERING WITH OUR DONORS TO PROVIDE SCHOLARSHIPS, THE FOUNDATION IS HELPING ELIMINATE BARRIERS TO POST-SECONDARY PURSUITS AND IMPROVING ACCESS TO EDUCATION WITH THE GOAL OF ENHANCING QUALITY OF LIFE FOR CITIZENS ACROSS APPALACHIAN OHIO. FAO'S ROLE AS A COMMUNITY FOUNDATION IS TO PARTNER WITH OTHERS TO GROW OPPORTUNITIES AND RESOURCES TO SUPPORT APPALACHIAN OHIO AND ITS RESIDENTS. INVESTING IN OUR REGION'S YOUTH IS THE ULTIMATE INVESTMENT IN THE REGION'S FUTURE AND IN 2011, FAO AWARDED 42 SCHOLARSHIPS, INVESTING MORE THAN 60,000 IN ACADEMIC PURSUITS OF STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 61687 | Expense |
| Description | CONVENING AND COMMUNITY LEADERSHIP: THROUGHOUT 2011 FAO'S STAFF AND VOLUNTEER LEADERSHIP SUPPORTED THE START-UP AND INCUBATION OF: 1)A BUSINESS ROUNDTABLE FOR APPALACHIAN OHIO; AND 2) THE FORMATION OF A REGIONAL ECONOMIC DEVELOPMENT ORGANIZATION. AS A RESULT OF THE FOUNDATION'S WORK, THE OHIO APPALACHIAN BUSINESS COUNCIL (OABC) HAS FORMED AS A NETWORK OF BUSINESS LEADERS ADVANCING THE REGION'S PROSPERITY. FURTHER, THE FOUNDATION AND OABC HAVE TEAMED TO ESTABLISH THE APPALACHIAN PARTNERSHIP FOR ECONOMIC GROWTH (APEG), A NEW REGIONAL ECONOMIC DEVELOPMENT ORGANIZATION BRINGING PRIVATE SECTOR AND ECONOMIC DEVELOPMENT LEADERS TOGETHER TO ADVANCE THE REGION'S ECONOMY. THE CREATION OF THESE TWO NEW ORGANIZATIONS WILL RESULT IN MANY (CONTINUED ON SCH O PAGE 2) NEW OPPORTUNITIES AND IMPROVE QUALITY OF LIFE FOR THE CITIZENS OF APPALACHIAN OHIO. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46780 | Expense |
| Description | GRANTS TO FUND ENTREPRENEURIAL PROGRAMS AND COMMUNITY IMPROVEMENT PROJECTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 46780 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 807514 | 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 | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | true | GrantsToOrganizations |
| Grants To Individuals | true | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | true | 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 | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CARA DINGUS BROOK CEO | NamePerson |
| Telephone Number | 7407531111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PUBLIC SQUARE | AddressLine1 |
| Address Line2 | P O BOX 456 | AddressLine2 |
| City | NELSONVILLE | City |
| State | OH | State |
| ZIP Code | 45764 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MIKE WORKMAN | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JOY PADGETT | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MIKE CAREY | ||||||
| INTERIM TREA | 1.00 | X | X | 0 | 0 | 0 |
| BELINDA JONES | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| TJ CONGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RON CREMEANS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MATT ELLI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARBARA HANSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GORDON LITT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER SIMON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| B J SMITH | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARIANNE CAMPBELL | ||||||
| EMERITI | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MCLAUGHLIN | ||||||
| EMERITI | 1.00 | X | 0 | 0 | 0 | |
| RON STRICKMAKER | ||||||
| EMERITI | 1.00 | X | 0 | 0 | 0 | |
| CARA DINGUS BROOK | ||||||
| PRESIDENT/CE | 50.00 | X | 90908 | 0 | 26250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90908 | TotalReportableCompFromOrg |
| Total Other Compensation | 26250 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Government Grants | 121545 | GovernmentGrants |
| All Other Contributions | 1378294 | AllOtherContributions |
| Noncash Contributions | 160000 | NoncashContributions |
| Total Contributions | 1499839 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER FEES | Description |
| Total Revenue Column | 71101 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71101 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 71101 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175454 | TotalRevenueColumn |
| Exclusion | $175,454 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 930074 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 908872 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21202 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21202 | TotalRevenueColumn |
| Exclusion | $21,202 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1767596 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71101 | RelatedOrExemptFunctionIncome |
| Exclusion | $196,656 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75110 | Total |
| Program Services | 75110 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322995 | Total |
| Program Services | 322995 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93560 | Total |
| Program Services | 46780 | ProgramServices |
| Management And General | 28068 | ManagementAndGeneral |
| Fundraising | 18712 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266378 | Total |
| Program Services | 159018 | ProgramServices |
| Management And General | 55485 | ManagementAndGeneral |
| Fundraising | 51875 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59173 | Total |
| Program Services | 45732 | ProgramServices |
| Management And General | 8321 | ManagementAndGeneral |
| Fundraising | 5120 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10880 | Total |
| Management And General | 10880 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12767 | Total |
| Program Services | 2681 | ProgramServices |
| Management And General | 10086 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23192 | Total |
| Program Services | 4987 | ProgramServices |
| Management And General | 18205 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25011 | Total |
| Program Services | 22526 | ProgramServices |
| Management And General | 2485 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28395 | Total |
| Program Services | 16358 | ProgramServices |
| Management And General | 12037 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20331 | Total |
| Management And General | 20331 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18052 | Total |
| Program Services | 10025 | ProgramServices |
| Management And General | 2693 | ManagementAndGeneral |
| Fundraising | 5334 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12001 | Total |
| Management And General | 12001 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10187 | Total |
| Management And General | 10187 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6079 | Total |
| Management And General | 6079 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUB-CONTRACTS | 95254 | 95254 | |
| ADMINISTRATIVE | 18110 | 18110 | |
| COMMUNICATION | 5499 | 2855 | 2644 |
| DUES AND SUBSCRIPTIONS | 4336 | 4336 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8306 | Total |
| Program Services | 3193 | ProgramServices |
| Management And General | 5113 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1115616 | Total |
| Program Services | 807514 | ProgramServices |
| Management And General | 227061 | ManagementAndGeneral |
| Fundraising | 81041 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1243184 | BOY |
| EOY | 1277229 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 848236 | BOY |
| EOY | 286611 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 117442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 247741 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60794 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20160 | BOY |
| EOY | 186947 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6488470 | BOY |
| EOY | 8090687 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2796 | BOY |
| EOY | 3460 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8602846 | BOY |
| EOY | 9962376 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4573 | BOY |
| EOY | 8988 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12863 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 552249 | BOY |
| EOY | 1466089 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 556822 | BOY |
| EOY | 1487940 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4026450 | BOY |
| EOY | 4169268 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381335 | BOY |
| EOY | 610660 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638239 | BOY |
| EOY | 3694508 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8046024 | BOY |
| EOY | 8474436 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8602846 | BOY |
| EOY | 9962376 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 651980 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -223568 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 1065043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2465977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1350761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1499839 | CurrentTaxYear |
| Total | 7146767 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1065043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2465977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1350761 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1499839 | CurrentTaxYear |
| Total | 7146767 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1952087 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5194680 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 141342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 129044 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 136020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 175454 | CurrentTaxYear |
| Total | 634742 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7781509 | TotalSupport |
| Gross Receipts From Admissions Etc | 71101 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66830 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 23 | NumberDAFsHeld |
| Number Funds Held | 101 | NumberFundsHeld |
| Donor Advised Contributions | 326535 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 1173304 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 91118 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 320995 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 1411418 | AggregateDAFValue |
| Aggregate Fund Value | 7063019 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5147216 | BeginningOfYearBalance |
| Contributions | 100674 | Contributions |
| Investment Earnings Or Losses | 1074 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 58700 | GrantsOrScholarships |
| Administrative Expenses | 116349 | AdministrativeExpenses |
| End Of Year Balance | 5073915 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4900357 | BeginningOfYearBalance |
| Contributions | 68314 | Contributions |
| Investment Earnings Or Losses | 198620 | InvestmentEarningsOrLosses |
| Administrative Expenses | 20075 | AdministrativeExpenses |
| End Of Year Balance | 5147216 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4619102 | BeginningOfYearBalance |
| Contributions | 207287 | Contributions |
| Investment Earnings Or Losses | 208383 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 66800 | GrantsOrScholarships |
| Administrative Expenses | 67615 | AdministrativeExpenses |
| End Of Year Balance | 4900357 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17130 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71930 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10940 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11200 | OtherCostOrOtherBasis |
| Book Value | 11200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 148800 | OtherCostOrOtherBasis |
| Depreciation | 2862 | Depreciation |
| Book Value | 145938 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87741 | OtherCostOrOtherBasis |
| Depreciation | 57932 | Depreciation |
| Book Value | 29809 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 186947 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $1,451,956 |
| ACCRUED BENEFITS | $14,133 |
| PAYROLL WITHHOLDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1466089 | TotalOfAmounts |
| Total Revenue | 1767596 | TotalRevenue |
| Total Expenses | 1115616 | TotalExpenses |
| Excess Or Deficit For Year | 651980 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -223568 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -223568 | TotalAdjustments |
| Excess Or Deficit Per FS | 428412 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1677166 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -223568 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 133138 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -90430 | RevenueNotRptdF990 |
| Revenue Subtotal | 1767596 | RevenueSubtotal |
| Total Revenue Per Form990 | 1767596 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1248754 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 133138 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 133138 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1115616 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1115616 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWED FUNDS, WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWED FUNDS. ENDOWED FUNDS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT FAO MUST HOLD IN PERPETUITY. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS AND PERIODS PRIOR TO 2008. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (5 entries)
| Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| OHIO UNIVERSITY FOUNDATION | |||||||||
| OHIO UNIVERSITY FOUNDATION | 240 HDL CENTER | 240 HDL CENTER | ATHENS | OH | 45701 | 316402269 | 501 | 25000 | SCHOLARSHIP SUPPORT |
| FIRST | |||||||||
| FIRST | 2616 N BROAD ST | 2616 N BROAD STREET | COLMAR | PA | 18915 | 942738019 | 501 | 20000 | SCHOLARSHIP SUPPORT |
| SOUTHERN OHIO COLLEGIATE BASEBALL | |||||||||
| SOUTHERN OHIO COLLEGIATE BASEBALL C | OU BLDG 20THE RIDGES | OU BLDG20 THE RIDGES | ATHENS | OH | 45701 | 202088117 | 501 | 7750 | LOCAL ATHLETICS SUP. |
| ZANESVILLE THURSDAY MUSIC CLUB | |||||||||
| ZANESVILLE THUSDAY MUSIC CLUB | 462 MILITARY RD | 462 MILITARY RD | ZANESVILLE | OH | 43701 | 310898519 | 501 | 6000 | PROGRAM SUPPORT |
| ROLLING HILLS LOCAL SCHOOL DISTRICT | |||||||||
| 60851 SOUTHGATE RD | 60851 SOUTHGATE RD | 60851 SOUTHGATE RD | CAMBRIDGE | OH | 43725 | 316014835 | GOV | 11360 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| GRANTS | 242 | 262545 |
| SCHOLARSHIPS | 42 | 60450 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | SEE DUE DILLIGENCE POLICIES AND PROCEDURES ATTACHMENT. | Explanation |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 160000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | FAO IS A REGIONAL COMMUNITY FOUNDATION SERVING TO ENRICH QUALITY OF LIFE IN 32 COUNTIES OF APPALACHIAN OHIO. THROUGH FAO, CITIZENS WORK REGIONALLY TO ATTRACT AND MAXIMIZE INVESTMENTS, LEVERAGE ECONOMIES OF SCALE AND ACCESS RESOURCES NOT OTHERWISE AVAILABLE IN THEIR COMMUNITIES. FAO STRATEGICALLY MOBILIZES RESOURCES TO CREATE GROUNDBREAKING ACCESS TO OPPORTUNITIES AND QUALITY OF LIFE IMPROVEMENTS. THE FOUNDATION'S "I'M A CHILD OF APPALACHIA" NETWORK (ICAN) EXEMPLIFIES THIS APPROACH BY POOLING RESOURCES FROM INDIVIDUALS COMMITTED TO SUPPORTING THE EDUCATIONAL, COMMUNITY AND REGIONAL INITIATIVES NEEDED TO ENSURE A VIBRANT APPALACHIAN OHIO. AS A RESULT OF ICAN MEMBERS, RESOURCES HAVE BEEN LEVERAGED TO PROVIDE OVER 750,000 IN EDUCATIONAL OPPORTUNITIES - 861 AWARDS, SCHOLARSHIPS, AND MINI-GRANTS ACROSS THE REGION'S 32 COUNTIES. FAO UNDERSTANDS NONE OF US ARE AS SMART OR AS STRONG AS ALL OF US WORKING TOGETHER. AS SUCH, FAO IS PARTNERING WITH AND CONVENING A VARIETY OF INDIVIDUALS, BUSINESSES, NONPROFITS AND EDUCATIONAL INSTITUTIONS TO ADVANCE THE REGION, WHILE MOBILIZING FINANCIAL INVESTMENTS TO ENSURE PERMANENT PHILANTHROPIC RESOURCES FOR ENHANCED QUALITY OF LIFE. BY PROVIDING REGIONAL LEADERSHIP AND CONVENING SUPPORT, FAO IS ENSURING THAT APPALACHIAN OHIO CREATES BOTH NEAR-TERM AND PERMANENT RESOURCES TO HELP TODAY'S COMMUNITIES SUCCEED, WHILE ENSURING THE REGION BUILDS VITAL CAPACITY AND NECESSARY STABILITY TO LEVERAGE FUTURE SUCCESS. |
| ADDITIONAL INFORMATION | FORM 990 | IN 2011,THE ORGANIZATION CHANGED ACCOUNTING YEARS FROM SEPTEMBER 30, 2010 TO DECEMBER 31, 2010 TO COINCIDE WITH ITS NATURAL OPERATION YEAR END. THREE MONTHS FINANCIAL INFORMATION WAS USED IN PREPARING THE DECEMBER 31, 2010 FORM 990. THE ORGANIZATION RESTATED AGENCY ACCOUNTS PREVIOUSLY RECORDED AS PERMANENTLY RESTRICTED ACCOUNTS TO FOLLOW THE BEST PRACTICE AND STANDARDS OF THE COMMUNITY FOUNDATION FIELD. THIS RESTATEMENT IS REFLECTED IN THE BEGINNING OF YEAR BALANCE SHEET. THE EFFECT WAS TO INCREASE OTHER LIABILITIES BY 550,595 AND REDUCE PERMANENTLY RESTRICTED NET ASSETS BY (550,595) |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS JUDGE I'M A CHILD OF APPALACHIA WRITING CONTEST ENTRIES; SUPPORT OUR ANNUAL CHILD OF APPALACHIA EVENT; AND REVIEW SCHOLARSHIP AND GRANT REQUESTS. |
| THIRD ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | NEW OPPORTUNITIES AND IMPROVE QUALITY OF LIFE FOR THE CITIZENS OF APPALACHIAN OHIO. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | GRANTS TO FUND ENTREPRENEURIAL PROGRAMS AND COMMUNITY IMPROVEMENT PROJECTS. |
| EXPLANATION FOR WHY FORM 990-T NOT FILED | FORM 990, PAGE 5, PART V, LINE 3B | FORM 990-T WAS NOT FILED DUE TO THE ORGANIZATION NOT QUALIFYING FOR THE CREDIT FOR SMALL EMPLOYER HEALTH INSURANCE PREMIUMS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE CHIEF EXECUTIVE OFFICER REVIEWS THE FORM 990 OBSERVING THAT ALLOCATIONS AMONG EXPENSE AND REVENUE ACCOUNTS ARE REASONABLE. OTHER INFORMATION REGARDING THE ORGANIZATION'S EXEMPT PURPOSES ARE REVIEWED FOR ACCURACY. ANY CHANGES ARE MADE AND REVIEWED WITH THE BOARD OF DIRECTORS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS AND EMPLOYEES HAVE TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | COMPARABLE INDEPENDENT DATA IS REVIEWED TO HELP DETERMINE COMPENSATION RANGES AND AS OUTLINED IN FAO'S COMPENSATION POLICY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE OPEN TO PUBLIC INSPECTION UPON REQUEST AND INCLUDED WITH ALL NEW FUND AGREEMENTS. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED DEPRECIATION IN NET ASSETS DURING THE YEAR (223,567) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAO HOLDINGS LTD | BusinessNameLine1 |
| Business Name Line2 | FAO HOLDINGS LTD | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 PUBLIC SQUARE | AddressLine1 |
| Address Line2 | 35 PUBLIC SQUARE | AddressLine2 |
| City | NELSONVILLE | City |
| State | OH | State |
| ZIP Code | 45764 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311620483 | EIN |
| Primary Activities | REAL EST. | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| EOY Assets | 160000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAO | BusinessNameLine1 |