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Mary Rutan Foundation

Tax-deductible

Bellefontaine, OH501(c)(3)EIN 34-1407262Revenue $417K in FY2024

On file with the IRSmaryrutanfoundation.com205 E Palmer Rd, 43311-2281 · Bellefontaine, OHTax-exempt since Jan 1984Supporting organization — 509(a)(3)

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To create philanthropic relationships to support patient care services, medical scholarships, medical equipment, and capital development while promoting health and wellness through educational programs and services to the communities in which we serve.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $463K a year · 67% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
20 mo
of spending, in cash
Looks good: 20.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$205K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$417K
-44% vs prior year
Spent
$290K
To programs
99%
Net assets
$8.1M
By yearFY2020–FY2024
Revenue
$417K
FY2024▼ -44%
Tap a bar for its year
Revenue by fiscal year
FY2020$182K
FY2021$1.3M
FY2022$778K
FY2023$746K
FY2024$417K
Expenses
$290K
FY2024▲ +21%
Tap a bar for its year
Expenses by fiscal year
FY2020$132K
FY2021$197K
FY2022$256K
FY2023$240K
FY2024$290K
Net assets
$8.1M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.9M
FY2021$9.6M
FY2022$6.9M
FY2023$7.6M
FY2024$8.1M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1984.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $286K Management & general 1% · $4K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sara Stahler
Board Vice Chairman
$0Pt VII · Sec A
Nancy Knight
Board Member
$0Pt VII · Sec A
Doug Chamberlain
Board Member
$0Pt VII · Sec A
Bobbie Trittschuh
Board Member (may-Dec)
$0Pt VII · Sec A
Paige Duff
Board Member
$0Pt VII · Sec A
Jake Vitt
Board Member
$0Pt VII · Sec A
Deb Ellis
Board Member
$0Pt VII · Sec A
See Mary Rutan Foundation executive salaries →

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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

Supports patient care, scholarships, equipment, and facilities through community health education.

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Provided by the organization

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3 programs · $286K · in their own filed words · FY2024
01

To support the organization's mission to create philanthropic relationships to support patient care services, medical equipment, and capital development while promoting health and wellness through educational programs and services to the community in which we serve.

$231Kprogram expense
02

27 scholarships were awarded to be used for healthcare related studies.

$30Kprogram expense
03

Community health wellness grant program-to support various community health and wellness programs.

$25Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2025
Haushalter Family FoundationFY2025$1K
Total grants receivedfrom 1 funder$1K
Grants paid · 33 grants · $421K · 2020–2024
Unitemized GrantFY2024$30,400
Unitemized GrantFY2024$10,109
Indian Lake Development CorporationOH · FY2024$10,001
Ridgemont Local School DistrictFY2024$10,000
Logan County Food System InitiativeOH · FY2024$10,000
Unitemized GrantFY2024$7,825
Jackson Center High SchoolFY2024$6,050
Unitemized GrantFY2023$45,385
Logan County Food System InitiativeOH · FY2023$10,000
Unitemized GrantFY2023$7,128
Unitemized GrantFY2023$2,382
Unitemized GrantFY2022$59,315
Graham Local SchoolsFY2022$10,000
Logan County Food System InitiativeOH · FY2022$10,000
Ohio Hi Point Career CenterFY2022$7,000
West Liberty Lions Club INCOH · FY2022$6,585
Unitemized GrantFY2022$3,008
Unitemized GrantFY2022$2,524
See all 33 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$417K
Ln 12
Investment incomeLn 3$294K
Gifts and grantsLn 1h$123K
Money outPt IX
$290K
Ln 25
Programscol B$286K
Managementcol C$4K
Owns and owesPt X
$8.1M
net assets · Ln 32
Cash and savingsLn 1–2$484K
Total assetsLn 16$8.3M
LiabilitiesLn 26$205K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$123K
Government grantsLn 1e$5K
Investment incomeLn 3$294K
Gains on assetsLn 7$72K
Total revenueLn 12$417K
Assets in detailPt X, end of year
CashLn 1$214K
SavingsLn 2$270K
Cash and savings togetherLn 1–2$484K
InvestmentsLn 11–13$7.6M
Total assetsLn 16$8.3M
LiabilitiesLn 26$205K
Net assetsLn 32$8.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$598K$484K
InvestmentsLn 11–13$6.9M$7.6M
Total assetsLn 16$7.8M$8.3M
LiabilitiesLn 26$190K$205K
Net assetsLn 32$7.6M$8.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$109K$109K
Grants to domestic individualsLn 2$48K$48K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$23K$19K$3K
Information technologyLn 14$3K$3K
TravelLn 17$3K$2K$377
Conferences, conventions and meetingsLn 19$75$75
Other expenses (24a–d)Ln 24$102K$102K
Total functional expensesLn 25$290K$286K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $417K$290K$127K$8.1M 990 PDF
FY2023 $746K$240K$506K$7.6M 990 PDF
FY2022 $778K$256K$523K$6.9M 990 PDF
FY2021 $1.3M$197K$1.1M$9.6M 990 PDF
FY2020 $182K$132K$50K$8.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $417,081 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $123,533$122,638
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $622,428$294,443
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $745,961$417,081
I-13 Grants and similar amounts paidPrior year $121,464$157,587
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $118,297$132,307
I-18 Total expensesPrior year $239,761$289,894
I-19 Revenue less expensesPrior year $506,200$127,187
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $417,081 across 7 lines filed
VIII-1a Federated campaigns$17,840
VIII-1e Government grants$5,290
VIII-1f All other contributions, gifts and grants$99,508
VIII-1h Total contributions, gifts and grants$122,638
VIII-3 Investment incomeExcluded from tax $222,555$222,555
VIII-7 Net gain or loss on sales of assetsExcluded from tax $71,888$71,888
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $294,443$417,081
Part IX · Statement of functional expenses $289,894 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $109,253$109,253
IX-2 Grants to domestic individualsPrograms $48,334$48,334
IX-12 Advertising and promotionPrograms $1,250$1,250
IX-13 Office expensesPrograms $19,309 · Management $3,407$22,716
IX-14 Information technologyPrograms $3,318$3,318
IX-17 TravelPrograms $2,137 · Management $377$2,514
IX-19 Conferences, conventions and meetingsManagement $75$75
IX-24 Other expenses (24a–d)Programs $102,434$102,434
IX-25 Total functional expensesPrograms $286,035 · Management $3,859 · Fundraising $0$289,894
Part X · Balance sheet $8,345,252 assets, 12 lines filed
Asset lines not itemized here account for $216,474; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $222,131$213,898
X-2 Savings and temporary cash investmentsStart of year $375,808$270,451
X-3 Pledges and grants receivableStart of year $5,394$1,976
X-12 Other securitiesStart of year $6,944,687$7,642,453
X-16 Total assetsStart of year $7,787,526$8,345,252
X-17 Accounts payable and accrued expensesStart of year $6,386$12,963
X-25 Other liabilitiesStart of year $183,728$191,650
X-26 Total liabilitiesStart of year $190,114$204,613
X-27 Net assets without donor restrictionsStart of year $6,015,095$6,552,917
X-28 Net assets with donor restrictionsStart of year $1,582,317$1,587,722
X-32 Total net assets or fund balancesStart of year $7,597,412$8,140,639
X-33 Total liabilities and net assetsStart of year $7,787,526$8,345,252
Part XI · Reconciliation of net assets $8,140,639 net assets at year end
XI-1 Total revenue$417,081
XI-2 Total expenses$289,894
XI-3 Revenue less expenses$127,187
XI-4 Net assets at start of year$7,597,412
XI-5 Net unrealized gains (losses) on investments$420,398
XI-9 Other changes in net assets−$4,358
XI-10 Net assets at end of year$8,140,639

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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