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Nonprofit · EIN 34-1176817

THE PORTAGE FOUNDATION

Tax-exempt · RAVENNA, OH 44266

Financials

$691K$657K2023$527K$331K2024
Revenue Expenses · by fiscal year end
Financials of THE PORTAGE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$527,427$331,246$196,181$7,790,037$1,536,232$6,253,805
December 31, 2023990$691,132$656,888$34,244$7,157,266$1,445,677$5,711,589
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$162,303
Program service revenue
$0
Investment income
$365,124
Net gain from sales of assets
$176,957
Other revenue
$0

Expenses

Grants and similar amounts paid
$135,789
Compensation of officers, directors and key employees
$102,795
Salaries, compensation and benefits (total)
$110,625
Professional fundraising fees
$0
Accounting fees
$13,766
Occupancy
$21,550
Program services (functional)
$182,099
Management and general (functional)
$98,440
Fundraising (functional)
$50,707

Balance sheet and other

Total assets, start of year
$7,157,266
Total assets, end of year
$7,790,037
Total liabilities, end of year
$1,536,232
Net assets, end of year
$6,253,805
Land, buildings and equipment
$8,249
Publicly traded securities
$7,723,231
Net assets without donor restrictions
$64,739
Net assets with donor restrictions
$6,189,066
Gross receipts
$2,507,132
Employees
3
Volunteers
14
Year formed
1975
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JANICE SIMMONS-MORTIMEREXECUTIVE DIRECTOR
Officer
24$48,760
MARY ANNE ZEMANOPERATIONS MANAGER
Officer
24$30,785
HEIDI JOHNSONCOMMUNITY ENGAGEMENT MANAGER
Officer
24$22,823
KAMELIA FISHERPRESIDENT
Trustee or director, Officer
1$0
DEBBIE SMEILESPAST PRESIDENT
Trustee or director, Officer
1$0
LINDA ZUCCATREASURER
Trustee or director, Officer
5$0
BETH PADISAKSECRETARY
Trustee or director, Officer
1$0
LISSA BARRYGRANTS CHAIR
Trustee or director, Officer
1$0
ERIC DECKERVICE PRESIDENT
Trustee or director, Officer
1$0
STEVE FISHERINVESTMENT & FINANCE
Trustee or director, Officer
1$0
ANNE JORGENSENTRUSTEE
Trustee or director
1$0
MARK WEISMANTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensation
SCOTT TAYLORFORMER EXECUTIVE DIRECTOR
Officer
40$56,250
JANICE SIMMONS-MORTIMEREXECUTIVE DIRECTOR
Officer
24$28,560
DEBORAH SMEILESPRESIDENT
Trustee or director, Officer
1$0
ELIZABETH BARRYTRUSTEE
Trustee or director, Officer
1$0
LINDA ZUCCATREASURER
Trustee or director, Officer
5$0
ANGELA DEJULIUSTRUSTEE
Trustee or director, Officer
1$0
AMY ADAMSTRUSTEE
Trustee or director
1$0
DENISE BABATRUSTEE
Trustee or director
1$0
COLIN BOYLETRUSTEE
Trustee or director
1$0
STEVE FISHERTRUSTEE
Trustee or director
1$0
ANNE JORGENSENVICE PRESIDENT
Trustee or director
1$0
BETH PADISAKSECRETARY
Trustee or director
1$0
BRENT PFEIFFERTRUSTEE
Trustee or director
1$0
KAMELIA FISHERTRUSTEE
Trustee or director
1$0
GINGER COOKTRUSTEE
Trustee or director
1$0
MARILYN SESSIONSTRUSTEE
Trustee or director
1$0
WILL SUMSERTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6693 N CHESTNUT STREET, RAVENNA, OH 44266-3922
Principal officer (990 for 2024)
JANICE SIMMONS-MORTIMER, PO BOX 623, KENT, OH 44240
Signed the 990
JANICE SIMMONS-MORTIMER, EXECUTIVE DIRECTOR
Phone
(330) 470-8950
Return prepared by
BARNES WENDLING CPAS INC

Mission

THE PORTAGE FOUNDATION INSPIRES, IMPACTS, AND ENGAGES THE PORTAGE COUNTY COMMUNITY BY ENSURING PATHWAYS OF ENDURING SUPPORT TO MEET LOCAL NEEDS. WE ARE COMMITTED TO INTEGRITY AND ACCOUNTABILITY IN CONNECTING DONORS WITH RECIPIENTS, FOSTERING MEANINGFUL GIVING THAT STRENGTHENS OUR COMMUNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • DONOR SERVICESTHE PORTAGE FOUNDATION MANAGES MORE THAN 75 FUNDS ESTABLISHED BY INDIVIDUALS, CORPORATIONS, AND ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS THROUGH BOTH DONOR-ADVISED AND DISCRETIONARY GRANTMAKING. FUND OPTIONS INCLUDE UNRESTRICTED, FIELD OF INTEREST, DONOR ADVISED, SCHOLARSHIP, DESIGNATED, AND NONPROFIT AGENCY FUNDS. ASSETS ARE PROFESSIONALLY MANAGED WITH OVERSIGHT FROM AN INVESTMENT ADVISORY COMMITTEE TO ENSURE LONG-TERM SUSTAINABILITY OF GRANTMAKING AND COMMUNITY LEADERSHIP. THE FOUNDATION ALSO SERVES AS A RESOURCE HUB, CONNECTING DONORS WITH QUALIFIED NONPROFITS IN PORTAGE COUNTY, SUPPORTING ORGANIZATIONAL CAPACITY, AND CONDUCTING DUE DILIGENCE TO ENSURE ALL BENEFICIARIES ARE IRS-RECOGNIZED CHARITIES. SERVICES PROVIDED INCLUDE FUND STATEMENTS, GRANT EVALUATIONS, PLANNED GIVING SUPPORT, AND ACKNOWLEDGMENT AND DOCUMENTATION OF ALL CONTRIBUTIONS AND GRANTS. THE FOUNDATION IS COMMITTED TO EXCELLENCE IN DONOR SERVICE AND TO HELPING DONORS ACHIEVE THEIR PHILANTHROPIC GOALS.
    Expenses $182,099 · grants $135,789
  • COMMUNITY GRANTMAKINGTHE PORTAGE FOUNDATION IS COMMITTED TO ACCOUNTABILITY AND EXCELLENCE IN SUPPORTING LOCAL COMMUNITIES, PARTNER ORGANIZATIONS, AND DONORS. THROUGH A COMPREHENSIVE GRANTMAKING PROGRAM, THE FOUNDATION FUNDS A WIDE RANGE OF NONPROFIT ORGANIZATIONS, ALLOCATING DISCRETIONARY GRANTS THROUGH OPEN AND COMPETITIVE APPLICATION CYCLES. GRANT PRIORITIES ARE GUIDED BY IDENTIFIED COMMUNITY NEEDS AND SERVICE GAPS TO ENSURE MEANINGFUL IMPACT. IN ADDITION, THE FOUNDATION ENGAGES DONORS AND FUNDING PARTNERS TO CO-INVEST IN BOTH GRANT AND SCHOLARSHIP OPPORTUNITIES. OUR SCHOLARSHIP PROGRAM GRANTED MORE THAN 40 AWARDS TO SUPPORT STUDENTS OF ALL AGES. ALL GRANTS ARE SUBJECT TO THOROUGH DUE DILIGENCE TO CONFIRM PROPER USE OF FUNDS AND TO EVALUATE THE OUTCOMES OF OUR INVESTMENTS.
  • PORTAGE COUNTY DISASTER RELIEF FUNDTHE PORTAGE FOUNDATION, IN PARTNERSHIP WITH THE PORTAGE COUNTY EMERGENCY MANAGEMENT AGENCY, ESTABLISHED THE PORTAGE COUNTY DISASTER RELIEF FUND TO PROVIDE A TRUSTED VEHICLE FOR COLLECTING AND DISTRIBUTING DONATIONS DURING TIMES OF TRAGEDY OR NATURAL DISASTER. THE FUND WAS ACTIVATED IN THE SPRING OF 2024 IN RESPONSE TO A LOCAL TORNADO, ENABLING DIRECT GRANT SUPPORT TO AFFECTED VICTIMS. THIS INITIATIVE REFLECTS THE FOUNDATION'S ROLE AS A PATHWAY FOR MOBILIZING COMMUNITY SUPPORT IN TIMES OF URGENT NEED.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1176817
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
1976
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,790,037
Income (IRS master file)
$2,507,132

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$691,132$656,888$7,157,266IRS
990December 2022$215,895$421,421$6,528,359IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about THE PORTAGE FOUNDATION

What is the EIN of THE PORTAGE FOUNDATION?
The employer identification number (EIN) of THE PORTAGE FOUNDATION is 34-1176817.
Is THE PORTAGE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to THE PORTAGE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE PORTAGE 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 THE PORTAGE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE PORTAGE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE PORTAGE FOUNDATION?
The 990 for the year ended December 31, 2024 names JANICE SIMMONS-MORTIMER.
Who are the officers and directors of THE PORTAGE FOUNDATION?
The 990 for the year ended December 31, 2024 lists 12 people; 3 received compensation from the organization, the highest $48,760 (JANICE SIMMONS-MORTIMER, EXECUTIVE DIRECTOR).
How much revenue does THE PORTAGE FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $527,427, expenses of $331,246 and total assets of $7,790,037 at year end.

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