The Community Foundation Of West Chester Liberty
- Assets
- $25.1m
- Revenue
- $6.0m
- Investments
- $0.0
- Employees
- 3
- Location
- West Chester, OH
- Founding
- 11/1999
- Data as of
- 12/2021
- EIN
- 31-1661966
Organization Overview
The Community Foundation Of West Chester Liberty is located in West Chester, OH. The organization was established in 1999. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Community Foundation Of West Chester Liberty employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Community Foundation Of West Chester Liberty 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 12/2021, Community Foundation Of West Chester Liberty generated $6.0m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.4% each year. All expenses for the organization totaled $3.1m during the year ending 12/2021. While expenses have increased by 3.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Community Foundation Of West Chester Liberty has awarded 383 individual grants totaling $13,538,867. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENCOURAGE, SUPPORT AND FACILITATE PHILANTHROPY AND IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE COMMUNITY FOUNDATION OF WEST CHESTER/LIBERTY SERVES AS A LEADER AND RESOURCE FOR PHILANTHROPY; BUILDS A GROWING ENDOWMENT FOR THE COMMUNITY'S CHANGING NEEDS; PROVIDES FLEXIBLE AND COST-EFFECTIVE WAYS FOR DONORS TO IMPROVE THEIR COMMUNITY NOW AND INTO THE FUTURE; PROMOTES COLLABORATION AMONG LOCAL FUNDING ORGANIZATIONS AND SERVICE PROVIDERS TO ADDRESS COMMUNITY NEEDS; AND MAKES GRANTS AND PROVIDES COUNSEL AND ASSISTANCE THAT WILL HAVE A SIGNIFICANT IMPACT UPON THEIR COMMUNITIES.
THE CFWCL GRANTS $100,000 ANNUALLY THROUGH THE COMMUNITY GRANTS AND COMMUNITY SCHOLARSHIPS PROGRAMS. THE GRANT DOLLARS ARE RAISED THROUGH ANNUAL FUNDRAISING EFFORTS BY THE FOUNDATION. 100% OF THE PROCEEDS ARE USED FOR GRANTING PURPOSES IN OUR COMMUNITIES.
THE POWER OF THE PURSE (POP) FUND IS A WOMEN'S GIVING CIRCLE DEDICATED TO STRENGTHENING THE COMMUNITY BY PROVIDING GRANT FUNDS TO NON-PROFIT ORGANIZATIONS SERVING THE INTERESTS OF WOMEN & CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIPS. MEMBERS OF POP WORK TO EDUCATE AND INSPIRE OTHERS, AND PROMOTE PHILANTHROPY AMONG WOMEN IN OUR COMMUNITY. POWER OF THE PURSE ACCEPTS GRANT REQUESTS FOR NEW OR EXISTING PROJECTS THAT FOCUS OF MEETING THE BASIC NEEDS OF FOOD, SHELTER, OR HEALTH CARE FOR WOMEN OR CHILDREN IN WEST CHESTER AND LIBERTY TOWNSHIP.
THE KIDS2KAMP FUND WAS ESTABLISHED IN 2004 WITH THE INTENT TO ASSIST UNDERPRIVILEGED STUDENTS IN LAKOTA LOCAL SCHOOLS ATTEND A WEEK OF SUMMER CAMP. CURRENTLY, THE PROGRAM SENDS AN AVERAGE OF 200 STUDENTS PER YEAR TO EITHER A WEEK-LONG OVERNIGHT CAMP OR A WEEK-LONG DAY CAMP. THE FOUNDATION PARTNERS WITH YMCA CAMP CAMPBELL GARD AND THE LAKOTA FAMILY YMCA. BOTH ORGANIZATIONS OFFER A REDUCED COST FOR OUR CAMPERS AND HELP ENSURE FAMILIES, SOME OF WHOM HAVE NEVER HAD A CAMP EXPERIENCE, ARE COMFORTABLE AND UNDERSTAND WHAT TO EXPECT. WE ALSO WORK CLOSELY WITH PRINCIPALS, COUNSELORS AND SCHOOL LIAISONS AT LAKOTA TO REFER STUDENTS TO THE PROGRAM AND HELP FAMILIES COMPLETE THE REQUIRED REGISTRATION PACKETS. DUE TO COVID-19 THE ORGANIZATION DID NOT SEND ANY STUDENTS TO ATTEND THE KIDS2KAMP PROGRAM.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erin Clemons President & CEO | Officer | 40 | $87,333 |
Karen Gibbs Vice President Of Finance | Officer | 40 | $59,333 |
Nancy Fister Vice President Of Finance | Officer | 40 | $46,333 |
Dave Bruno Member & Chair | OfficerTrustee | 0.5 | $0 |
William Schumacker Member | OfficerTrustee | 0.5 | $0 |
Nick Enger Member & Treasurer | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $6,150 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,407,415 |
| Noncash contributions included in lines 1a–1f | $3,553,216 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,413,565 |
| Total Program Service Revenue | $196,299 |
| Investment income | $510,659 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $895,957 |
| Net Income from Fundraising Events | $27,652 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,044,132 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,497,545 |
| Grants and other assistance to domestic individuals. | $98,190 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $198,830 |
| Compensation of current officers, directors, key employees. | $39,766 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $15,144 |
| Fees for services: Management | $5,229 |
| Fees for services: Legal | $3,692 |
| Fees for services: Accounting | $13,533 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $106,141 |
| Fees for services: Other | $0 |
| Advertising and promotion | $17,870 |
| Office expenses | $16,693 |
| Information technology | $8,304 |
| Royalties | $0 |
| Occupancy | $28,555 |
| Travel | $990 |
| 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 | $7,178 |
| Insurance | $3,740 |
| All other expenses | $0 |
| Total functional expenses | $3,127,898 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,818,514 |
| Pledges and grants receivable | $30,094 |
| Accounts receivable, net | $0 |
| 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 | $246,530 |
| Investments—publicly traded securities | $22,019,684 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $25,114,822 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $25,084,728 |
| Net assets with donor restrictions | $30,094 |
| 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 | $25,114,822 |
Grants Awarded
Over the last fiscal year, The Community Foundation Of West Chester Liberty has awarded $2,285,557 in support to 63 organizations.
| Grant Recipient | Amount |
|---|---|
Cincinnati, OH PURPOSE: OPERATING SUPPORT | $450,000 |
West Chester, OH PURPOSE: OPERATING SUPPORT | $352,457 |
Cincinnati, OH PURPOSE: OPERATING SUPPORT | $195,100 |
Hamilton, OH PURPOSE: KEEPING THE PROMISE | $110,000 |
Cincinnati, OH PURPOSE: OPERATING SUPPORT | $100,000 |
Berea, KY PURPOSE: OPERATING SUPPORT | $97,852 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that The Community Foundation Of West Chester Liberty has recieved totaling $10,050.
| Awarding Organization | Amount |
|---|---|
Park National Bank Foundation Park National Bank Newark, OH PURPOSE: SUPPORT | $10,000 |
Baird Foundation Inc Milwaukee, WI PURPOSE: EDUCATION | $50 |
Endowment Analysis
| Beg. Balance | $20,663,971 |
| Earnings | $2,730,397 |
| Admin Expense | $302,440 |
| Net Contributions | $4,380,415 |
| Other Expense | $223,152 |
| Grants | $2,595,735 |
| Ending Balance | $24,653,456 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lancaster County Community Foundation Lancaster, PA | $92,463,036 | $19,491,842 |
The Community Foundatio Of Louisville Depository Inc Louisville, KY | $29,429,716 | $18,203,702 |
Stark Community Foundation Inc Canton, OH | $373,666,840 | $68,744,620 |
Muskegon County Community Foundation Muskegon, MI | $247,862,579 | $28,555,582 |
Greater Kanawha Valley Foundation Charleston, WV | $329,426,372 | $27,972,481 |
Community Foundation Of Greater Flint Flint, MI | $212,857,243 | $17,865,297 |
Ann Arbor Area Community Foundation Ann Arbor, MI | $219,428,649 | $31,760,954 |
Community Foundation Of St Joseph County Inc South Bend, IN | $247,009,993 | $29,572,898 |
Community Foundation Of Greater Johnstown Johnstown, PA | $89,313,800 | $19,729,908 |
Fremont Area Community Foundation Fremont, MI | $291,559,908 | $22,142,594 |
Grand Haven Area Community Foundation Inc Grand Haven, MI | $189,481,921 | $23,464,810 |
The Community Foundation Of Louisville Corporate Depository In Louisville, KY | $17,663,337 | $10,177,129 |