Upper Arlington Community Foundation Inc
- Assets
- $4.5m
- Revenue
- $3.2m
- Investments
- $0.0
- Employees
- 3
- Location
- Upper Arlington, OH
- Founding
- 07/2007
- Data as of
- 12/2023
- EIN
- 20-5860971
Organization Overview
Upper Arlington Community Foundation Inc is located in Upper Arlington, OH. The organization was established in 2007. According to its NTEE Classification (S12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 12/2023, Upper Arlington Community Foundation Inc employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Upper Arlington Community Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Upper Arlington Community Foundation Inc generated $3.2m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 29.6% each year . All expenses for the organization totaled $5.4m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Upper Arlington Community Foundation Inc has awarded 38 individual grants totaling $6,363,657. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE UPPER ARLINGTON COMMUNITY FOUNDATION IS INSPIRED BY DEEP ROOTED TRADITIONS. THE UACF INVESTS IN OUR COMMUNITY BY ENHANCING THE QUALITY OF LIFE THROUGH PHILANTHROPIC ACTIVITIES TO CREATE A STRONGER AND ENDURING IMPACT. WE SERVE TO GAIN KNOWLEDGE OF THE NEEDS AND PRIORITIES OF OUR COMMUNITY AND TO CONVENE, ENGAGE AND ALIGN DONORS AND COMMUNITY PARTNERS TO INVEST IN UPPER ARLINGTON, HAVING THE MOST EFFECTIVE IMPACT POSSIBLE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
VARIOUS COMMUNITY IMPROVEMENT PROJECTS
VARIOUS COMMUNITY IMPROVEMENT PROJECTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeff Backes Board Member | Trustee | 1 | $0 |
Yanitza Brongwers-Marrero Board Member | Trustee | 1 | $0 |
Robert R Dunn Board Member | Trustee | 1 | $0 |
Mike Fitzpatrick President | OfficerTrustee | 1 | $0 |
E Ann Gabriel Treasurer | OfficerTrustee | 5 | $0 |
Wendy Gomez Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $1,424,933 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $298,241 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,263,082 |
| Noncash contributions included in lines 1a–1f | $1,263,082 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,986,256 |
| Total Program Service Revenue | $0 |
| Investment income | $54,745 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $18,707 |
| Net Income from Fundraising Events | $56,656 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,171,364 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $5,135,535 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $143,310 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $11,905 |
| Payroll taxes | $11,102 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $13,903 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,157 |
| Fees for services: Other | $2,123 |
| Advertising and promotion | $7,779 |
| Office expenses | $11,427 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $2,400 |
| Travel | $207 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,868 |
| All other expenses | $1,355 |
| Total functional expenses | $5,394,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $922,485 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $263,250 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,263,082 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,083,054 |
| Total assets | $4,531,871 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $20,600 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $5,511 |
| Total liabilities | $26,111 |
| Net assets without donor restrictions | $4,505,760 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,531,871 |
Grants Awarded
Over the last fiscal year, Upper Arlington Community Foundation Inc has awarded $5,070,776 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF UPPER ARLINGTON PURPOSE: COMMUNITY CENTER | $5,000,000 |
UA JUNIOR BASEBALL ASSOCIATION PURPOSE: EQUIPMENT & TRAVEL | $12,628 |
CITY OF UPPER ARLINGTON PURPOSE: SEED FUNDING | $11,041 |
UPPER ARLINGTON PUBLIC LIBRARY PURPOSE: AUTHOR EXPENSES | $18,507 |
UPPER ARLINGTON CIVIC ASSOCIATION PURPOSE: SEED FUNDING | $10,000 |
TRI-VILLAGE LIONS PURPOSE: MEALS FOR CHILDREN | $10,000 |