Nonprofit · EIN 20-8082606
THE FORTNEY FOUNDATION
Tax-exempt · NORTH OLMSTED, OH 44070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $90,591 | $194,731 | -$104,140 | $1,705,582 | $0 | $1,705,582 |
| December 31, 2024 | 990-PF | $213,097 | $172,305 | $40,792 | $2,403,512 | $0 | $2,403,512 |
| December 31, 2023 | 990-PF | $101,024 | $185,344 | -$84,320 | $2,172,356 | $0 | $2,172,356 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,463
- Interest
- $66,498
- Net gain from sales of assets
- $5,894
- Other income
- $7,736
Expenses
- Grants and similar amounts paid
- $88,000
- Compensation of officers, directors and key employees
- $59,701
- Disbursements for charitable purposes
- $104,369
- Excise tax on investment income
- $59
Balance sheet and other
- Total assets, start of year
- $1,809,722
- Total assets, end of year
- $1,705,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,705,582
- Fair market value of assets
- $2,458,870
- Qualifying distributions
- $104,369
- Net investment income
- $90,591
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chelsea Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,926 |
| Megan Fortney Smith 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,925 |
| Jessica Fortney Krisanda 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,925 |
| Katherine P F Horne 31269 Bradley Road, North Olmsted, OH 44070 | Director; Vice Pres.; Secr | 10 | $14,925 |
| Ruth A Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Trustee; President; Treasu | 5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chelsea Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,926 |
| Megan Fortney Smith 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,925 |
| Jessica Fortney Krisanda 31269 Bradley Road, North Olmsted, OH 44070 | Director | 10 | $14,925 |
| Katherine P F Horne 31269 Bradley Road, North Olmsted, OH 44070 | Director; Vice Pres.; Secr | 10 | $14,925 |
| Ruth A Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Trustee; President; Treasu | 5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chelsea Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Director | 40 | $14,926 |
| Megan Fortney Smith 31269 Bradley Road, North Olmsted, OH 44070 | Director | 40 | $14,925 |
| Jessica Fortney Krisanda 31269 Bradley Road, North Olmsted, OH 44070 | Director | 40 | $14,925 |
| Katherine P F Horne 31269 Bradley Road, North Olmsted, OH 44070 | Director; Vice Pres.; Secr | 40 | $14,925 |
| Ruth A Fortney 31269 Bradley Road, North Olmsted, OH 44070 | Trustee; President; Treasu | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 31269 BRADLEY RD, NORTH OLMSTED, OH 44070-3875
- In care of
- % ROBERT L FORTNEY
- Signed the 990-PF
- Ruth A Fortney, Trustee
- Phone
- (440) 761-4000
- Return prepared by
- Corsaro & Associates Co LPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8082606
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,705,582
- Income (IRS master file)
- $445,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $90,591 | $194,731 | $1,705,582 | XML |
| 990-PF | December 2024 | $213,097 | $172,305 | $2,403,512 | XML |
| 990-PF | December 2023 | $101,024 | $185,344 | $2,172,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8082606).
Questions about THE FORTNEY FOUNDATION
- What is the EIN of THE FORTNEY FOUNDATION?
- The employer identification number (EIN) of THE FORTNEY FOUNDATION is 20-8082606.
- Is THE FORTNEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to THE FORTNEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE FORTNEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE FORTNEY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE FORTNEY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE FORTNEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $14,926 (Chelsea Fortney, Director).
- How much revenue does THE FORTNEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $90,591, expenses of $194,731 and total assets of $1,705,582 at year end.
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