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Nonprofit · EIN 31-0908698

COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC

Tax-exempt · WHEELING, WV 26003

Financials

$7.4M$4.9M2022$11.3M$6M2023$11.7M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$11,719,897$6,344,449$5,375,448$110,670,307$4,347,340$106,322,967
June 30, 2024990$11,288,814$6,016,092$5,272,722$94,261,510$3,125,284$91,136,226
June 30, 2023990$7,351,915$4,897,172$2,454,743$79,935,508$5,106,487$74,829,021
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,606,481
Program service revenue
$0
Investment income
$4,956,788
Royalties
$848,110
Net rental income
$57,200
Net gain from sales of assets
$2,976,679
Other revenue
$2,156,628

Expenses

Grants and similar amounts paid
$3,889,232
Compensation of officers, directors and key employees
$139,621
Other salaries and wages
$435,906
Salaries, compensation and benefits (total)
$741,491
Professional fundraising fees
$0
Accounting fees
$39,570
Travel
$18,535
Depreciation
$29,374
Program services (functional)
$4,845,301
Management and general (functional)
$1,317,572
Fundraising (functional)
$181,576

Balance sheet and other

Total assets, start of year
$94,261,510
Total assets, end of year
$110,670,307
Total liabilities, end of year
$4,347,340
Net assets, end of year
$106,322,967
Land, buildings and equipment
$793,435
Publicly traded securities
$100,356,415
Net assets without donor restrictions
$98,113,015
Net assets with donor restrictions
$8,209,952
Gross receipts
$11,719,897
Employees
10
Volunteers
20
Year formed
1972
State of legal domicile
WV

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUSIE NELSONEXECUTIVE DIRECTOR
Officer
40$121,304
ROANNE BURECHTREASURER
Trustee or director, Officer
1$0
DAVID CROFTDIRECTOR
Trustee or director
0.5$0
JEFF KESSLERDIRECTOR
Trustee or director
0.5$0
ROBERT CUPP JRDIRECTOR
Trustee or director
0.5$0
KRIS MOLNARDIRECTOR
Trustee or director
0.5$0
JAY GOODMANDIRECTOR
Trustee or director
0.5$0
DEBORAH HASSIGDIRECTOR
Trustee or director
0.5$0
JOHN HOLLOWAY MDDIRECTOR
Trustee or director
0.5$0
SHARIN CAMPBELLDIRECTOR
Trustee or director
0.5$0
CHARLES J KAISER JRDIRECTOR
Trustee or director
0.5$0
JEFFREY KNIGHTVICE-PRESIDENT
Trustee or director, Officer
1$0
DANIEL MCCUNEDIRECTOR
Trustee or director
0.5$0
DAVID KAPPEL MDPRESIDENT
Trustee or director, Officer
1$0
WILLIAM PARASDIRECTOR
Trustee or director
0.5$0
6 more people on this return
NameTitleHours / weekCompensation
ELSIE REYESDIRECTOR
Trustee or director
0.5$0
MARY ROHRIGDIRECTOR
Trustee or director
0.5$0
ANTHONY RICO RUIZ - VELEZSECRETARY
Trustee or director, Officer
1$0
DARRELL CUMMINGSDIRECTOR
Trustee or director
0.5$0
RACHEL KEENEYDIRECTOR
Trustee or director
0.5$0
DAVID SKIVIATDIRECTOR
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensation
SUSIE NELSONEXECUTIVE DIRECTOR
Officer
40$104,756
ROANNE BURECHDIRECTOR
Trustee or director
0.5$0
DAVID CROFTDIRECTOR
Trustee or director
0.5$0
JEFF KESSLERDIRECTOR
Trustee or director
0.5$0
ROBERT CUPP JRDIRECTOR
Trustee or director
0.5$0
KRIS MOLNARDIRECTOR
Trustee or director
0.5$0
JAY GOODMANDIRECTOR
Trustee or director
0.5$0
DEB HASSIGDIRECTOR
Trustee or director
0.5$0
JOHN HOLLOWAY MDDIRECTOR
Trustee or director
0.5$0
DAVID SKIVIATDIRECTOR
Trustee or director
0.5$0
CHARLES J KAISER JRDIRECTOR
Trustee or director
0.5$0
JEFFREY KNIGHTVICE-PRESIDENT
Trustee or director, Officer
1$0
DAN MCCUNEDIRECTOR
Trustee or director
0.5$0
DAVID KAPPEL MDPRESIDENT
Trustee or director, Officer
1$0
WILLIAM PARASDIRECTOR
Trustee or director
0.5$0
ELSIE REYESDIRECTOR
Trustee or director
0.5$0
MARY ROHRIGDIRECTOR
Trustee or director
0.5$0
BERNADETTE SMITHTREASURER
Trustee or director, Officer
1$0
ANTHONY RICO RUIZ - VELEZSECRETARY
Trustee or director, Officer
1$0
990 for the year ended June 30, 2023: 24 people
NameTitleHours / weekCompensationOther / benefits
SUSIE NELSONEXECUTIVE DIRECTOR
Officer
40$90,803$16,885
ANGELINA CALCOTEDIRECTOR
Trustee or director
0.5$0$0
MARYANN CATERDIRECTOR
Trustee or director
0.5$0$0
DAVID CROFTDIRECTOR
Trustee or director
0.5$0$0
ROBERT CUPP JRDIRECTOR
Trustee or director
0.5$0$0
JAY FREYDIRECTOR
Trustee or director
0.5$0$0
JAY GOODMANDIRECTOR
Trustee or director
0.5$0$0
DEB HASSIGDIRECTOR
Trustee or director
0.5$0$0
JOHN HOLLOWAY MDDIRECTOR
Trustee or director
0.5$0$0
H LAWRENCE JONES EDDDIRECTOR
Trustee or director
0.5$0$0
CHAELES J KAISER JRDIRECTOR
Trustee or director
0.5$0$0
DAVID KAPPEL MDVICE-PRESIDENT
Trustee or director, Officer
1$0$0
JEFFREY KNIGHTDIRECTOR
Trustee or director
0.5$0$0
DAN MCCUNEDIRECTOR
Trustee or director
0.5$0$0
TULANE MENSOREDIRECTOR
Trustee or director
0.5$0$0
MARLENE MIDGETDIRECTOR
Trustee or director
0.5$0$0
KRISTINE MOLNARPRESIDENT
Trustee or director, Officer
1$0$0
WILLIAM PARASDIRECTOR
Trustee or director
0.5$0$0
ELSIE REYESDIRECTOR
Trustee or director
0.5$0$0
DAVID L ROBERTSONDIRECTOR
Trustee or director
0.5$0$0
MARY ROHRIGDIRECTOR
Trustee or director
0.5$0$0
ANTHONY RICO RUIZDIRECTOR
Trustee or director
0.5$0$0
BERNADETTE SMITHTREASURER
Trustee or director, Officer
1$0$0
JIM SQUIBBSECRETARY
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
2001 MAIN STREET, WHEELING, WV 26003-2858
Principal officer (990 for 2024)
SUSIE NELSON, 1226 CHAPLINE STREET, WHEELING, WV 26003
Signed the 990
SUSIE NELSON, EXECUTIVE DIRECTOR
Phone
(304) 242-3144
Return prepared by
SUTTLE & STALNAKER PLLC

Mission

TO INCREASE A PERMANENT ENDOWMENT THAT CAN RESPOND TO THE CURRENT AND FUTURE NEEDS OF THE UPPER OHIO VALLEY.

990 for the year ended June 30, 2025

Program accomplishments

  • ONE OF THE MOST IMPORTANT FEATURES OF THE FOUNDATION IS ITS ABILITY TO DISTRIBUTE GRANTS FOR THE BENEFIT OF CHARITABLE OR EDUCATIONAL UNDERTAKING OF THE OHIO VALLEY.
    Expenses $4,845,301 · grants $3,889,232

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-0908698
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$110,670,307
Income (IRS master file)
$11,719,897

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$11,719,897$6,344,449$110,670,307XML
990June 2024$11,288,814$6,016,092$94,261,510IRS
990June 2023$7,351,915$4,897,172$79,935,508XML
990June 2022$11,022,501$3,994,438$66,188,864IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 31-0908698).

Questions about COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC

What is the EIN of COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC?
The employer identification number (EIN) of COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC is 31-0908698.
Is COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC 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 COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC?
The 990 for the year ended June 30, 2025 names SUSIE NELSON.
Who are the officers and directors of COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC?
The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $121,304 (SUSIE NELSON, EXECUTIVE DIRECTOR).
How much revenue does COMMUNITY FOUNDATION FOR THE OHIO VALLEY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $11,719,897, expenses of $6,344,449 and total assets of $110,670,307 at year end.

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