Mt Angel Community Foundation
- Assets
- $4.3m
- Revenue
- $206.9k
- Investments
- $974.1k
- Employees
- 0
- Location
- Mt Angel, OR
- Founding
- 06/1997
- Data as of
- 12/2021
- EIN
- 93-1205915
Organization Overview
Mt Angel Community Foundation is located in Mt Angel, OR. The organization was established in 1997. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mt Angel Community 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, Mt Angel Community Foundation generated $206.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 11.7% each year . All expenses for the organization totaled $198.5k during the year ending 12/2021. While expenses have increased by 6.9% 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPLEMENT AND ENHANCE COMMUNITY SUPPORT AND INVOLVEMENT IN MT ANGEL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED FINANCIAL SUPPORT TO 19 SELECTED LOCAL STUDENTS ATTENDING COLLEGE OR OTHER SCHOOLS OF HIGHER EDUCATION.
PROVIDED FUNDS FOR THE MAINTENANCE & OPERATION OF THE MT. ANGEL COMMUNITY BUILDING.
PROVIDED FINANCIAL SUPPORT FOR LOCAL BUSINESSES WHICH WERE IMPACTED BY A FIRE.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lori Pavlicek President | OfficerTrustee | 1 | $0 |
John Gooley Vice President | OfficerTrustee | 1 | $0 |
Gayle Schmidt Treasurer | OfficerTrustee | 2 | $0 |
Tom Bauman Secretary | OfficerTrustee | 0.5 | $0 |
Paul Zollner Board Member | Trustee | 0.5 | $0 |
Robert Kister Board Member (through August 2021) | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $64,724 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $88,324 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $153,048 |
| Total Program Service Revenue | $0 |
| Investment income | $6,034 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $48,651 |
| Net Income from Fundraising Events | -$820 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $206,913 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $63,904 |
| Grants and other assistance to domestic individuals. | $27,000 |
| 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 | $1,450 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $7,967 |
| Fees for services: Other | $30 |
| Advertising and promotion | $1,274 |
| Office expenses | $8,159 |
| Information technology | $30 |
| 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 | $86,317 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $198,477 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $995 |
| Savings and temporary cash investments | $147,822 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $363 |
| 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 | $3,150,677 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $974,062 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $55,390 |
| Total assets | $4,329,309 |
| 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 | $183,082 |
| Net assets with donor restrictions | $4,146,227 |
| 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 | $4,329,309 |
Grants Awarded
Over the last fiscal year, Mt Angel Community Foundation has awarded $63,904 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
KP'S HARVEST TIME PRODUCTS LLC PURPOSE: TO HELP LOCAL BUSINESSES IMPACTED BY A FIRE. | $15,976 |
THE BLACKBIRD GRANARY ANTIQUES & CURIOSITIES PURPOSE: TO HELP LOCAL BUSINESSES IMPACTED BY A FIRE. | $15,976 |
WOOD PELLET PRODUCTS LLC PURPOSE: TO HELP LOCAL BUSINESSES IMPACTED BY A FIRE. | $15,976 |
HIDDEN BED OF OREGON LLC PURPOSE: TO HELP LOCAL BUSINESSES IMPACTED BY A FIRE. | $15,976 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Mt Angel Community Foundation has recieved totaling $116,371.
| Awarding Organization | Amount |
|---|---|
Wm Annen Family Foundation Mt Angel, OR PURPOSE: CHARITY GRANT | $62,143 |
Oregon Community Foundation Portland, OR PURPOSE: Civic Engagement | $36,228 |
Wm Annen Family Foundation Mt Angel, OR PURPOSE: DOLL MUSEUM EXPENSES | $11,000 |
Bob Fessler Family Foundation Woodburn, OR PURPOSE: FIRE RELIEF "FROM ASHES WE RISE" | $5,000 |
Bob Fessler Family Foundation Woodburn, OR PURPOSE: ANCHORS FOR TENTS | $2,000 |
Endowment Analysis
| Beg. Balance | $801,013 |
| Earnings | $189,244 |
| Admin Expense | $7,967 |
| Net Contributions | $23,000 |
| Grants | $31,228 |
| Ending Balance | $974,062 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Ventura County Community Foundation Camarillo, CA | $181,940,704 | $53,185,473 |
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation For Southwest Washington Vancouver, WA | $320,798,451 | $21,245,317 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |