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Nonprofit · EIN 34-1757488

BERGHOLZ FDN-UNRESTRICTED ENODW IMA

Tax-exempt · BERGHOLZ, OH 43908

Financials

$2.2M$333K2022$1.9M$191K2023$312K$219K2024
Revenue Expenses · by fiscal year end
Financials of BERGHOLZ FDN-UNRESTRICTED ENODW IMA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$312,245$218,694$93,551$9,366,445$0$9,366,445
June 30, 2024990$1,859,380$191,226$1,668,154$8,405,735$0$8,405,735
June 30, 2023990$2,215,811$332,758$1,883,053$6,128,661$0$6,128,661
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$49,185
Program service revenue
$0
Investment income
$263,060
Other revenue
$0

Expenses

Grants and similar amounts paid
$89,509
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$14,213
Accounting fees
$2,845
Depreciation
$1,056
Program services (functional)
$142,044
Management and general (functional)
$76,650

Balance sheet and other

Total assets, start of year
$8,405,735
Total assets, end of year
$9,366,445
Total liabilities, end of year
$0
Net assets, end of year
$9,366,445
Land, buildings and equipment
$245,568
Publicly traded securities
$8,678,361
Net assets without donor restrictions
$9,366,445
Gross receipts
$312,245
Employees
0
Volunteers
10
Year formed
1993
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AMY RICHARDSTRUSTEE/PRESIDENT
Trustee or director, Officer
4$0
KIMBERLY RICHARDSONTRUSTEE/VICE PRESIDENT
Trustee or director, Officer
1$0
CHRISTY KEMMERTRUSTEE/SECRETARY
Trustee or director, Officer
1$0
VALERIE STINENON-MEMBER/TREASURER
Officer
10$0
E DOUG FEATHERINGHAMTRUSTEE
Trustee or director
1$0
DAVID MCBANETRUSTEE
Trustee or director
1$0
DAWN KLEINTRUSTEE
Trustee or director
1$0
RYAN BOYDTRUSTEE
Trustee or director
1$0
DANA KELLOGGTRUSTEE
Trustee or director
1$0
TAYLOR CAINTRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
AMY RICHARDSTRUSTEE/PRESIDENT
Trustee or director, Officer
4$0
MEGHAN CROWTRUSTEE/VICE PRESIDENT
Trustee or director, Officer
1$0
CHRISTY KEMMERTRUSTEE/SECRETARY
Trustee or director, Officer
1$0
MICHAEL DUBETZTRUSTEE
Trustee or director
1$0
DAVID MCBANETRUSTEE
Trustee or director
1$0
DAWN KLEINTRUSTEE
Trustee or director
1$0
KIMBERLY RICHARDSONTRUSTEE
Trustee or director
1$0
RYAN BOYDTRUSTEE
Trustee or director
1$0
DANA KELLOGGTRUSTEE
Trustee or director
1$0
VALERIE STIMENON-MEMBER/TREASURER
Officer
1$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensation
MEGHAN CROWTRUSTEE
Trustee or director
1$0
MICHAEL DUBETZTRUSTEE
Trustee or director
1$0
DAVID MCBANETRUSTEE
Trustee or director
1$0
DAWN KLEINTRUSTEE
Trustee or director
1$0
KIMBERLY RICHARDSONTRUSTEE
Trustee or director
1$0
RYAN BOYDTRUSTEE
Trustee or director
1$0
TERRI MCCONNAUGHYTRUSTEE/VICE-PRESIDENT/CO-
Officer
4$0
CHRISTY KEMMERTRUSTEE/SECRETARY/CO-TREAS
Officer
1$0
AMY RICHARDSTRUSTEE/PRESIDENT
Officer
1$0

Address and contacts

Address (IRS master file)
144 1ST ST, BERGHOLZ, OH 43908-7977
Principal officer (990 for 2024)
AMY RICHARDS, PO BOX 201, BERGHOLZ, OH 43908
Signed the 990
AMY RICHARDS, PRESIDENT
Phone
(740) 768-2209
Return prepared by
REA & ASSOCIATES INC

Mission

TO FOSTER COMMUNITY PRIDE AND ENRICH THE LIVES OF THE RESIDENTS OF BERGHOLZ AND THE SURROUNDING AREA THROUGH LEADERSHIP AND FINANCIAL ASSISTANCE IN THE AREAS OF SAFETY, RELIGION, EDUCATION, CULTURE AND RECREATION

990 for the year ended June 30, 2025

Program accomplishments

  • THE COMMUNITY FOUNDATION SUPPORTS THE BERGHOLZ VOLUNTEER FIRE DEPARTMENT, FAITH COMMUNITY CHURCH, TRINITY UNITED PRESBYTERIAN CHURCH, THE CHRISTIAN EMERGENCY FUND, AND BERGHOLZ EMS. IT ALSO PUBLISHES A FREE NEWSLETTER, SUPPORTS THE LOCAL FOOD PANTRY AND OTHER NONPROFIT ORGANIZATIONS, ASSISTS LOCAL SCHOOLS, AND PROVIDES SCHOLARSHIPS TO LOCAL STUDENTS. THE FOUNDATION MAINTAINS A FREE COMMUNITY PARK, FUNDS GRANTS TO THE VILLAGE OF BERGHOLZ FOR POLICE PROTECTION, SURVEILLANCE CAMERAS, AND OTHER UNFUNDED PROJECTS, AND OPERATES A MEDICAL BUILDING THAT HELPS RESIDENTS ACCESS NEEDED HEALTHCARE LOCALLY. IT IS ALSO COMPLETING A BUILDING THAT WILL OPEN AS A PUBLIC LIBRARY AS PART OF A BROADER REVITALIZATION EFFORT THAT INCLUDES GREEN SPACE, AN OUTDOOR COURTYARD, A COMMUNITY INTERNET HOTSPOT, AND BEAUTIFICATION IMPROVEMENTS. IN ADDITION, THE FOUNDATION RECENTLY SPONSORED A GRANT-WRITING SEMINAR FOR LOCAL NONPROFITS, WHICH HAS HELPED BRING IN MORE THAN $1,000,000 IN LOCAL GRANT FUNDING
    Expenses $142,044 · grants $89,509

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
34-1757488
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
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,366,445
Income (IRS master file)
$312,245

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$312,245$218,694$9,366,445IRS
990June 2024$1,859,380$191,226$8,405,735XML
990June 2023$2,215,811$332,758$6,128,661XML
990June 2022$1,037,859$106,585$3,906,599IRS
990June 2021–––IRS
990June 2020–––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 34-1757488).

Questions about BERGHOLZ FDN-UNRESTRICTED ENODW IMA

What is the EIN of BERGHOLZ FDN-UNRESTRICTED ENODW IMA?
The employer identification number (EIN) of BERGHOLZ FDN-UNRESTRICTED ENODW IMA is 34-1757488.
Is BERGHOLZ FDN-UNRESTRICTED ENODW IMA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to BERGHOLZ FDN-UNRESTRICTED ENODW IMA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BERGHOLZ FDN-UNRESTRICTED ENODW IMA 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 BERGHOLZ FDN-UNRESTRICTED ENODW IMA 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 BERGHOLZ FDN-UNRESTRICTED ENODW IMA 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 BERGHOLZ FDN-UNRESTRICTED ENODW IMA?
The 990 for the year ended June 30, 2025 names AMY RICHARDS.
Who are the officers and directors of BERGHOLZ FDN-UNRESTRICTED ENODW IMA?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does BERGHOLZ FDN-UNRESTRICTED ENODW IMA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $312,245, expenses of $218,694 and total assets of $9,366,445 at year end.

Other nonprofits in BERGHOLZ

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