Well-Being Foundation Of Pickaway County
- Assets
- $5.6m
- Revenue
- $119.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Circleville, OH
- Founding
- 02/2004
- Data as of
- 12/2021
- EIN
- 33-1031454
Organization Overview
Well-Being Foundation Of Pickaway County, operating under the name Fka Berger Health Foundation, is located in Circleville, OH. The organization was established in 2004. According to its NTEE Classification (X12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fka Berger Health Foundation 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, Fka Berger Health Foundation generated $119.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (31.2%) each year. All expenses for the organization totaled $131.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Fka Berger Health Foundation has awarded 24 individual grants totaling $4,009,410. 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
THE WELL-BEING FUND'S PURPOSE IS TO ADVANCE THE OVERALL WELL-BEING OF THE PICKAWAY COUNTY COMMUNITY, INCLUDING THE AREAS OF PHYSICAL WELL-BEING, MENTAL WELL-BEING, SOCIAL WELFARE, SAFETY AND COMMUNITY DEVELOPMENT FOCUSED ON THE GREATER SOCIAL GOOD. THIS IS ACCOMPLISHED THROUGH DISBURSING GRANTS TO DESERVING NONPROFIT ORGANIZATIONS AND BY CARRYING OUT THE PURPOSE OF THE RESTRICTED FUNDS UNDER ITS CONTROL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE WELL-BEING FUND'S PURPOSE IS TO ADVANCE THE OVERALL WELL-BEING OF THE PICKAWAY COUNTY COMMUNITY, INCLUDING THE AREAS OF PHYSICAL WELL-BEING, MENTAL WELL-BEING, SOCIAL WELFARE, SAFETY AND COMMUNITY DEVELOPMENT FOCUSED ON THE GREATER SOCIAL GOOD. THIS IS ACCOMPLISHED THROUGH DISBURSING GRANTS TO DESERVING NONPROFIT ORGANIZATIONS AND BY CARRYING OUT THE PURPOSE OF THE RESTRICTED FUNDS UNDER ITS CONTROL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Randy Beach Vice Preside | OfficerTrustee | 1 | $0 |
Rodney Hemming Treasurer | OfficerTrustee | 1 | $0 |
Nelson Embrey II President | OfficerTrustee | 1 | $0 |
Scott Allen Director | Trustee | 1 | $0 |
Tim Colburn Director | Trustee | 1 | $0 |
Pam Hill Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $50,939 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $26,230 |
| Net Gain/Loss on Asset Sales | $42,714 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $119,883 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $102,328 |
| 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 | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $14,765 |
| Fees for services: Accounting | $13,070 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| 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 | $1,179 |
| All other expenses | $0 |
| Total functional expenses | $131,930 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $191 |
| Savings and temporary cash investments | $90,645 |
| Pledges and grants receivable | $0 |
| 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 | $30,400 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $3,300,000 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $2,216,174 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,637,410 |
| 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 | $5,470,636 |
| Net assets with donor restrictions | $166,774 |
| 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 | $5,637,410 |
Grants Awarded
Over the last fiscal year, Well-Being Foundation Of Pickaway County has awarded $82,823 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
Circleville, OH PURPOSE: CHARITABLE | $56,119 |
MCORE PURPOSE: PROGRAM SUPPORT | $16,704 |
ASHVILLE FOOD PANTRY PURPOSE: PROGRAM SUPPORT | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Well-Being Foundation Of Pickaway County has recieved totaling $492,851.
| Awarding Organization | Amount |
|---|---|
Community Foundations Inc Columbus, OH PURPOSE: HEALTH | $350,000 |
Community Foundations Inc Columbus, OH PURPOSE: HEALTH | $119,217 |
Community Foundations Inc Columbus, OH PURPOSE: HEALTH | $18,153 |
Community Foundations Inc Columbus, OH PURPOSE: HEALTH | $5,481 |
Endowment Analysis
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bon Secours Mercy Health Foundation Cincinnati, OH | $455,909,792 | $66,888,886 |
Association Of Community Ministries Inc Louisville, KY | $445,495 | $6,215,911 |
Youngstown Area Jewish Foundation Youngstown, OH | $57,003,895 | $4,586,174 |
Sisters Of Charity Foundation Of Cleveland Cleveland, OH | $104,281,419 | $3,700,315 |
Catholic Foundation Of Michigan Bloomfield Hills, MI | $29,975,322 | $12,618,743 |
Stone Table Inc Plainfield, IN | $3,350,339 | $2,332,694 |
Catholic Community Foundation Ofmid Michigan Saginaw, MI | $39,952,577 | $3,035,436 |
Cpps Heritage Mission Fund Dayton, OH | $17,862,945 | $6,205,362 |
Amish Mutual Mortgage Fund Nappanee, IN | $84,844,116 | $2,126,511 |
Brightmoor Christian Church Endowment Fund Novi, MI | $509,422 | $1,829,016 |
Our Daily Bread Ministries Foundation Grand Rapids, MI | $34,200,268 | $7,896,868 |
John Barnes Trustees Inc Jenkintown, PA | $25,392,688 | $605,311 |