Nonprofit · EIN 31-0898380
MIDDLETOWN COMMUNITY FOUNDATION
Tax-exempt · MIDDLETOWN, OH 45042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,824,696 | $2,919,801 | -$95,105 | $50,377,316 | $9,003,680 | $41,373,636 |
| December 31, 2024 | 990 | $8,819,656 | $2,311,170 | $6,508,486 | $44,144,992 | $7,369,399 | $36,775,593 |
| December 31, 2023 | 990 | $2,196,744 | $2,690,393 | -$493,649 | $40,685,800 | $6,497,555 | $34,188,245 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,032,181
- Membership dues
- $51,925
- Program service revenue
- $92,895
- Investment income
- $1,699,620
- Net gain from sales of assets
- $706,890
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,182,449
- Compensation of officers, directors and key employees
- $162,907
- Other salaries and wages
- $125,685
- Salaries, compensation and benefits (total)
- $339,662
- Professional fundraising fees
- $0
- Accounting fees
- $23,741
- Occupancy
- $47,160
- Travel
- $932
- Depreciation
- $151
- Program services (functional)
- $2,274,960
- Management and general (functional)
- $541,170
- Fundraising (functional)
- $103,671
Balance sheet and other
- Total assets, start of year
- $44,144,992
- Total assets, end of year
- $50,377,316
- Total liabilities, end of year
- $9,003,680
- Net assets, end of year
- $41,373,636
- Publicly traded securities
- $49,943,951
- Net assets without donor restrictions
- $17,717,266
- Net assets with donor restrictions
- $23,656,370
- Gross receipts
- $2,824,696
- Employees
- 3
- Volunteers
- 67
- Year formed
- 1976
- State of legal domicile
- OH
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH NATHAN | EXECUTIVE DI Officer | 40 | $152,250 | $10,657 |
| ERHART ANGELA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MORGAN BEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BROCKMAN BETH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| HURST BETH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PEARCE DAVE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HURLEY DUSTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YAUCH ELIZABETH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BURTON JAKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SHERRON JAMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ZOLLETT JARED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLARK JENNIFER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRAFT JON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICHOLS MARCOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COHEN NEIL | TRUSTEE Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGERS NIKKI | TRUSTEE Trustee or director | 1 | $0 |
| MILLER SHANE | TRUSTEE Trustee or director | 1 | $0 |
| HIGHTOWER STEPHEN | TRUSTEE Trustee or director | 1 | $0 |
| MOON TAL | TRUSTEE Trustee or director | 1 | $0 |
| NEELEY TRICIA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH NATHAN | EXECUTIVE DI Officer | 40 | $148,616 | $18,165 |
| KING AMY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERHART ANGELA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MORGAN BEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BROCKMAN BETH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| HURST BETH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HURLEY DUSTIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YAUCH ELIZABETH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBIASI FRED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURTON JAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ZOLLETT JARED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRAFT JON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WOURMS KATHLEEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICHOLS MARCOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CASEY MOIRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COHEN NEIL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARDS PATRICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILLER SHANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HIGHTOWER STEPHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEELEY TRICIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH NATHAN | EXECUTIVE DI Officer | 40 | $138,163 | $6,500 |
| KING AMY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ERHART ANGELA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BROCKMAN BETH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EVANS CATHERINE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROMANS KATHLEEN DOBROZSI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HURLEY DUSTIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| YAUCH ELIZABETH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEBIASI FRED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURTON JAKE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ZOLLETT JARED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRAFT JON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WOURMS KATHLEEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICHOLS MARCOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CASEY MOIRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COHEN NEIL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARDS PATRICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILLER SHANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HIGHTOWER STEPHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEWART VERLENA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 NORTH MAIN STREET, MIDDLETOWN, OH 45042-1900
- Principal officer (990 for 2025)
- SARAH NATHAN, 300 N MAIN STREET, MIDDLETOWN, OH 45042
- Signed the 990
- TRAVIS ROBINSON, EXECUTIVE DIRECTOR
- Phone
- (513) 424-7369
- Website
- WWW.MCFOUNDATION.ORG
- Return prepared by
- STEPHENSON AND WARNER INC CPAS
Mission
TO SECURE PERMANENT AND GROWING ASSETS FOR THE AREA'S CHANGING NEEDS.
Program accomplishments
- RECEIVE, MANAGE AND DISTRIBUTE CHARITABLE GIFTS ON BEHALF OF DONORS TO SUPPORT LOCAL CHARITIES; SUPPORT COMMUNITY PROGRAMS AND PROJECTS WITH CHARITABLE GRANTS; TEACH PHILANTROPHY TO TEENAGE MEMBERS OF THE YOUTH ADVISORY COUNCIL.Expenses $1,832,893 · grants $1,758,601 · revenue $82,099
- AWARD SCHOLARSHIPS AND ACADEMIC AWARDS TO HIGH SCHOOL STUDENTS AND ADULTS RETURNING TO COLLEGE. THE ORGANIZATION GRANTED 238 SCHOLARSHIPS.Expenses $442,067 · grants $423,848 · revenue $10,796
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0898380
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $50,377,316
- Income (IRS master file)
- $2,824,696
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,824,696 | $2,919,801 | $50,377,316 | XML |
| 990 | December 2024 | $8,819,656 | $2,311,170 | $44,144,992 | XML |
| 990 | December 2023 | $2,196,744 | $2,690,393 | $40,685,800 | XML |
| 990 | December 2022 | $2,185,120 | $2,925,632 | $38,749,593 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 31-0898380).
Questions about MIDDLETOWN COMMUNITY FOUNDATION
- What is the EIN of MIDDLETOWN COMMUNITY FOUNDATION?
- The employer identification number (EIN) of MIDDLETOWN COMMUNITY FOUNDATION is 31-0898380.
- Is MIDDLETOWN COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to MIDDLETOWN COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLETOWN COMMUNITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIDDLETOWN COMMUNITY 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 MIDDLETOWN COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MIDDLETOWN COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 names SARAH NATHAN.
- Who are the officers and directors of MIDDLETOWN COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 20 people; 1 received compensation from the organization, the highest $152,250 (SARAH NATHAN, EXECUTIVE DI).
- How much revenue does MIDDLETOWN COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,824,696, expenses of $2,919,801 and total assets of $50,377,316 at year end.
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- SCHWARBER FAMILY FOUNDATION EIN 99-0743382 · last filed 990 for 2025
- GAEKE FOUNDATION EIN 31-1490037 · last filed 990-PF for 2024
- OHIO VALLEY THUNDER RALLY INC EIN 88-4157795 · last filed 990-N for 2025
- BROTHERS OF BOAZ RIDING ASSOCIATION EIN 46-3475266 · last filed 990-N for 2024
- OPERATION MISSION INSIGHT EIN 83-1213121 · last filed 990-N for 2024
- MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUND EIN 36-7485085 · last filed 990 for 2025
- MYUSA CREDIT UNION INC EIN 31-6023946 · last filed 990 for 2025
- MARSHALL HIGH SCHOOL EIN 31-1757552 · last filed 990 for 2025
All nonprofits in MIDDLETOWN · Ohio · Philanthropy, voluntarism and grantmaking foundations