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Alliance Area Development Foundation FY2021 filing

Tax-deductible

Alliance, OH501(c)(3)Community Development EIN 31-1652174Revenue $210K in FY2021

On file with the IRSallianceadf.com212 E Main St, 44601-2423 · Alliance, OHTax-exempt since Aug 1999Publicly supported — 509(a)(2)

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Economic Development through business retention, expansion, and attraction.

501(c)(3) charity; gifts are tax-deductible.
38¢ of each $1 spent went to programs.
$102K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $27K a year · 14% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
38%
of spending
Concern: 38% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$102K
to officers and key staff · 44% of spending
Concern: pay to officers and key staff is 44% of spending; over 30%.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 22.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $22K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$226K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
29
of 29 voting members
Looks good: 29 of 29 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$210K
-0.3% vs prior year
Spent
$232K
To programs
38%
Net assets
$499K
By yearFY2020–FY2025
Revenue
$210K
FY2021-0.3%
Tap a bar for its year
Revenue by fiscal year
FY2020$210K
FY2021$210K
FY2022$213K
FY2023$201K
FY2024$192K
FY2025$185K
Expenses
$232K
FY2021▼ -17%
Tap a bar for its year
Expenses by fiscal year
FY2020$281K
FY2021$232K
FY2022$210K
FY2023$211K
FY2024$217K
FY2025$225K
Net assets
$499K
FY2021▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$493K
FY2021$499K
FY2022$496K
FY2023$489K
FY2024$468K
FY2025$431K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

38 cents of each dollar spent went to programs.

Program services 38% · $88K Management & general 21% · $50K Fundraising 41% · $95K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Rick Baxter
President
$102,171Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Joe Gerzina
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Mark Fedor
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Mike Pauli
Trustee
$0Pt VII · Sec A

Rick Baxter’s $81K as President is at the 58th percentile of top reported officer pay among 1708 $100K–1M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Rick Baxter$81,306$84,653$86,110$103,000$102,171$55,125
Harry Paidas—————$26,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps businesses stay, grow, and move to the area to boost the economy.

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Provided by the organization

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1 program · $88K · in their own filed words · FY2020
01

Maintain and restore a healthy and vigorous economic and social environment in the city of alliance, ohio and its surrounding areas through retention and expansion of existing businesses and attraction of new businesses.

$88Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Aultman Health FoundationFY2024$20K
Premier Bank FoundationFY2024$2K
Total grants receivedfrom 2 funders$22K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$210K
Ln 12
Gifts and grantsLn 1h$180K
Other incomeLn 4–11$18K
Investment incomeLn 3$12K
Money outPt IX
$232K
Ln 25
Programscol B$88K
Managementcol C$50K
Fundraisingcol D$95K
Owns and owesPt X
$499K
net assets · Ln 32
Cash and savingsLn 1–2$434K
Total assetsLn 16$725K
LiabilitiesLn 26$226K
PeoplePt VI, VII
30
listed · VII A
PaidVII A1
Voting boardVI 1a29
IndependentVI 1b29
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$180K
Government grantsLn 1e$11K
Investment incomeLn 3$12K
Other incomeLn 4–11$18K
Total revenueLn 12$210K
Assets in detailPt X, end of year
CashLn 1$388K
SavingsLn 2$46K
Cash and savings togetherLn 1–2$434K
InvestmentsLn 11–13$51K
Land, buildings, equipmentLn 10c$54K
Total assetsLn 16$725K
LiabilitiesLn 26$226K
Net assetsLn 32$499K
OperationsPt I, VI
EmployeesI 52
VolunteersI 628
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$396K$434K
InvestmentsLn 11–13$91K$51K
Land, buildings, equipmentLn 10c$375$54K
Total assetsLn 16$713K$725K
LiabilitiesLn 26$220K$226K
Net assetsLn 32$493K$499K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$500$500
Pay of current officers, directors and key staffLn 5$107K$30K$19K$58K
Other salaries and wagesLn 7$24K$7K$4K$13K
Pension plan contributionsLn 8$1K$357$230$688
Payroll taxesLn 10$9K$3K$2K$5K
Legal feesLn 11b$812$812
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$2K$2K
Advertising and promotionLn 12$1K$346$223$667
Office expensesLn 13$4K$920$648$2K
OccupancyLn 16$13K$4K$2K$7K
Conferences, conventions and meetingsLn 19$3K$872$564$2K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$6K$4K$2K
InsuranceLn 23$4K$1K$726$2K
Other expenses (24a–d)Ln 24$41K$34K$3K$4K
All other expensesLn 24e$2K$1K$423$111
Total functional expensesLn 25$232K$88K$50K$95K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $185K$225K−$41K$431K 990 PDF
FY2024 $192K$217K−$24K$468K 990 PDF
FY2023 $201K$211K−$10K$489K 990 PDF
FY2022 $213K$210K$3K$496K 990 PDF
FY2021 Viewing $210K$232K−$22K$499K 990 PDF
FY2020 $210K$281K−$70K$493K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $209,898 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $135,350$179,573
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $15,961$12,345
I-11 Other revenuePrior year $59,175$17,980
I-12 Total revenuePrior year $210,486$209,898
I-13 Grants and similar amounts paidPrior year $3,300$500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $114,381$142,229
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $163,271$89,393
I-18 Total expensesPrior year $280,952$232,122
I-19 Revenue less expensesPrior year −$70,466−$22,224
Part VI · Governance 29 of 29 board members independent, 1 to look at
VI-1a Voting members of the governing body29
VI-1b Independent voting members29
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $209,898 across 7 lines filed
VIII-1b Membership dues$164,350
VIII-1e Government grants$11,473
VIII-1f All other contributions, gifts and grants$3,750
VIII-1h Total contributions, gifts and grants$179,573
VIII-3 Investment incomeExcluded from tax $12,345$12,345
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $14,925 · Excluded from tax $3,055$17,980
VIII-12 Total revenueRelated to mission $0 · Unrelated business $14,925 · Excluded from tax $15,400$209,898
Part IX · Statement of functional expenses $232,122 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $500$500
IX-5 Pay of current officers, directors and key staffPrograms $30,028 · Management $19,396 · Fundraising $57,856$107,280
IX-7 Other salaries and wagesPrograms $6,822 · Management $4,407 · Fundraising $13,144$24,373
IX-8 Pension plan contributionsPrograms $357 · Management $230 · Fundraising $688$1,275
IX-10 Payroll taxesPrograms $2,603 · Management $1,682 · Fundraising $5,016$9,301
IX-11b Legal feesManagement $812$812
IX-11c Accounting feesManagement $10,200$10,200
IX-11g Other fees for servicesManagement $2,450$2,450
IX-12 Advertising and promotionPrograms $346 · Management $223 · Fundraising $667$1,236
IX-13 Office expensesPrograms $920 · Management $648 · Fundraising $1,932$3,500
IX-16 OccupancyPrograms $3,639 · Management $2,350 · Fundraising $7,011$13,000
IX-19 Conferences, conventions and meetingsPrograms $872 · Management $564 · Fundraising $1,682$3,118
IX-20 InterestPrograms $1,937$1,937
IX-22 Depreciation, depletion and amortizationPrograms $3,702 · Management $2,391$6,093
IX-23 InsurancePrograms $1,124 · Management $726 · Fundraising $2,166$4,016
IX-24 Other expenses (24a–d)Programs $33,702 · Management $3,069 · Fundraising $4,235$41,006
IX-24e All other expensesPrograms $1,491 · Management $423 · Fundraising $111$2,025
IX-25 Total functional expensesPrograms $88,043 · Management $49,571 · Fundraising $94,508$232,122
Part X · Balance sheet $725,225 assets, 12 lines filed
Asset lines not itemized here account for $184,750; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $312,582$388,017
X-2 Savings and temporary cash investmentsStart of year $83,564$45,636
X-10c Land, buildings and equipment, netStart of year $375$54,191
X-12 Other securitiesStart of year $90,604$50,706
X-14 Intangible assetsStart of year $2,225$1,925
X-16 Total assetsStart of year $712,602$725,225
X-17 Accounts payable and accrued expensesStart of year $6,612$6,401
X-26 Total liabilitiesStart of year $219,716$226,261
X-27 Net assets without donor restrictionsStart of year $310,897$316,975
X-28 Net assets with donor restrictionsStart of year $181,989$181,989
X-32 Total net assets or fund balancesStart of year $492,886$498,964
X-33 Total liabilities and net assetsStart of year $712,602$725,225
Part XI · Reconciliation of net assets $498,964 net assets at year end
XI-1 Total revenue$209,898
XI-2 Total expenses$232,122
XI-3 Revenue less expenses−$22,224
XI-4 Net assets at start of year$492,886
XI-5 Net unrealized gains (losses) on investments$15,102
XI-6 Donated services and use of facilities$13,200
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$498,964

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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