Holmes County Community Foundation: FY2020 Nonprofit Profile & Form 990 (EIN 34-1961329)

Revenue by fiscal year
FY2020	$262K
FY2021	$704K
FY2022	$5
FY2023	$5K

Expenses by fiscal year
FY2020	$22K
FY2021	$14K
FY2022	$108K
FY2023	$55K

Net assets by fiscal year
FY2020	−$531K
FY2021	$158K
FY2022	$50K
FY2023	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

19 cents of each dollar spent went to programs.

19%

81%

Program services 19% · $4K Management & general 81% · $17K

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

2 people listed on the 990.

Part VII, Section A · reportable compensation

Garrett M Roach

Trustee

$0Pt VII · Sec A

Michael K Taylor

Trustee

$0Pt VII · Sec A

See Holmes County Community 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 community programs and organizations benefiting Holmes County residents.

Questions for Holmes County Community Foundation

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Provided by the organization

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1 program · $4K · in their own filed words · FY2020

01

The holmes county community foundation provides assistance to organizations which serve the community. The organization's largest accomplishment this year was continued help to procure funding for relocation and establishment of the fair grounds. They were previously prone to flooding; work is still underway at the new location.

$4Kprogram 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 · FY2020

Raymond James Charitable Endowment FundFY2020$5K

Total grants receivedfrom 1 funder$5K

Grants paid · 2 grants · $55K · 2023–2023

Holmes County Education FoundationOH · FY2023$49,819

The Holmes County Agricultural Society INCOH · FY2023$5,000

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$262K

Ln 12

Gifts and grantsLn 1h$261K

Investment incomeLn 3$639

Money outPt IX

$22K

Ln 25

Programscol B$4K

Managementcol C$17K

Owns and owesPt X

−$531K

net assets · Ln 32

Cash and savingsLn 1–2$155K

Total assetsLn 16$155K

LiabilitiesLn 26$686K

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$261K

Investment incomeLn 3$639

Total revenueLn 12$262K

Assets in detailPt X, end of year

CashLn 1$108K

SavingsLn 2$47K

Cash and savings togetherLn 1–2$155K

Total assetsLn 16$155K

LiabilitiesLn 26$686K

Net assetsLn 32−$531K

OperationsPt I, VI

EmployeesI 50

VolunteersI 67

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$159K	$155K
Total assetsLn 16	$159K	$155K
LiabilitiesLn 26	$931K	$686K
Net assetsLn 32	−$772K	−$531K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$4K	$4K
InterestLn 20	$17K		$17K
Other expenses (24a–d)Ln 24	$78		$78
Total functional expensesLn 25	$22K	$4K	$17K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest	$5K	$55K	−$50K	$0	990 PDF
FY2022	$5	$108K	−$108K	$50K	990 PDF
FY2021	$704K	$14K	$690K	$158K	990 PDF
FY2020 Viewing	$262K	$22K	$240K	−$531K	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 FY2020 990 (6 parts)

Part I · Summary $261,684 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $230,597$261,045

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $3,239$639

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $233,836$261,684

I-13 Grants and similar amounts paidPrior year $175,154$4,036

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 $23,497$17,495

I-18 Total expensesPrior year $198,651$21,531

I-19 Revenue less expensesPrior year $35,185$240,153

Part VI · Governance 2 of 2 board members independent, 1 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

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 $261,684 across 4 lines filed

VIII-1f All other contributions, gifts and grants$261,045

VIII-1h Total contributions, gifts and grants$261,045

VIII-3 Investment incomeExcluded from tax $639$639

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $639$261,684

Part IX · Statement of functional expenses $21,531 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $4,036$4,036

IX-20 InterestManagement $17,417$17,417

IX-24 Other expenses (24a–d)Management $78$78

IX-25 Total functional expensesPrograms $4,036 · Management $17,495 · Fundraising $0$21,531

Part X · Balance sheet $154,796 assets, 8 lines filed

X-1 Cash, non-interest-bearingStart of year $107,476$108,221

X-2 Savings and temporary cash investmentsStart of year $51,576$46,575

X-16 Total assetsStart of year $159,052$154,796

X-26 Total liabilitiesStart of year $930,613$686,097

X-27 Net assets without donor restrictionsStart of year −$776,483−$536,223

X-28 Net assets with donor restrictionsStart of year $4,922$4,922

X-32 Total net assets or fund balancesStart of year −$771,561−$531,301

X-33 Total liabilities and net assetsStart of year $159,052$154,796

Part XI · Reconciliation of net assets −$531,301 net assets at year end

XI-1 Total revenue$261,684

XI-2 Total expenses$21,531

XI-3 Revenue less expenses$240,153

XI-4 Net assets at start of year−$771,561

XI-5 Net unrealized gains (losses) on investments$107

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$531,301

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Holmes County Community Foundation FY2020 filing

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