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Nonprofit · EIN 34-6565194

THE COMMUNITY FOUNDATION OF SHELBY COUNTY

Tax-exempt · SIDNEY, OH 45365

Financials

$11.8M$4.7M2023$10.4M$8.7M2024
Revenue Expenses · by fiscal year end
Financials of THE COMMUNITY FOUNDATION OF SHELBY COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,397,057$8,698,167$1,698,890$66,078,861$15,779,042$50,299,819
December 31, 2023990$11,787,664$4,713,908$7,073,756$60,020,224$16,268,286$43,751,938
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,561,472
Program service revenue
$0
Investment income
$2,916,926
Net gain from sales of assets
$1,124,862
Other revenue
$918,659

Expenses

Grants and similar amounts paid
$7,291,198
Compensation of officers, directors and key employees
$121,256
Other salaries and wages
$183,851
Salaries, compensation and benefits (total)
$373,349
Professional fundraising fees
$0
Legal fees
$2,038
Accounting fees
$19,300
Occupancy
$77,990
Travel
$960
Depreciation
$10,646
Program services (functional)
$8,325,231
Management and general (functional)
$269,514
Fundraising (functional)
$103,422

Balance sheet and other

Total assets, start of year
$60,020,224
Total assets, end of year
$66,078,861
Total liabilities, end of year
$15,779,042
Net assets, end of year
$50,299,819
Land, buildings and equipment
$612,988
Publicly traded securities
$59,908,851
Net assets without donor restrictions
$50,299,819
Gross receipts
$16,639,075
Employees
6
Volunteers
11
Year formed
1952
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
KURT BARHORSTVICE CHAIR
Trustee or director, Officer
–$0
DEVON BEERTRUSTEE
Trustee or director
–$0
DR KAREN FORTMANSECRETARY
Trustee or director, Officer
–$0
MARK GOUBEAUXTRUSTEE
Trustee or director
–$0
CYNTHIA HELMANTRUSTEE
Trustee or director
–$0
MATT HOYINGTRUSTEE
Trustee or director
–$0
MICHAEL LOCHARDCHAIR
Trustee or director, Officer
–$0
DAVID MONNIERTREASURER
Trustee or director, Officer
–$0
DIANE REISSTRUSTEE
Trustee or director
–$0
LISA RUHENKAMPTRUSTEE
Trustee or director
–$0
AMY ZORNTRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
KURT BARHORSTVICE CHAIR
Trustee or director, Officer
–$0
DEVON BEERTRUSTEE
Trustee or director
–$0
DOUGLAS BORCHERSTRUSTEE
Trustee or director
–$0
DR KAREN FORTMANSECRETARY
Trustee or director, Officer
–$0
CYNTHIA HELMANTRUSTEE
Trustee or director
–$0
MATT HOYINGTRUSTEE
Trustee or director
–$0
MICHAEL LOCHARDCHAIR
Trustee or director, Officer
–$0
DAVID MONNIERTREASURER
Trustee or director, Officer
–$0
DIANE REISSTRUSTEE
Trustee or director
–$0
LISA RUHENKAMPTRUSTEE
Trustee or director
–$0
AMY ZORNTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
100 S MAIN AVE STE 303, SIDNEY, OH 45365-2977
Principal officer (990 for 2024)
MICHAEL LOCHARD, 1191 ST CLAIR DR, SIDNEY, OH 45365
Signed the 990
MARIAN F SPICER, EXECUTIVE DIRECTOR
Phone
(937) 497-7800
Return prepared by
MCCRATE DELAET & CO

Mission

TO INSPIRE DONOR GENEROSITY AND TRANSFORM IT INTO MEANINGFUL, LASTING IMPACT THROUGH CHARITABLE GIFTS.

990 for the year ended December 31, 2024

Program accomplishments

  • SUPPORT OF AREA NON-PROFIT ORGANIZATIONS AND COMMUNITY ORGANIZATIONS
    Expenses $2,723,692 · grants $2,379,014
  • SCHOLARSHIPS TO AREA STUDENTS AND TO SUPPORT EDUCATION IN THE COMMUNITY.
    Expenses $4,787,354 · grants $4,442,676
  • SUPPORT OF AREA CHURCHES AND RELIGIOUS ORGANIZATIONS
    Expenses $814,185 · grants $469,508
  • GRANTS FOR COMMUNITY ORGANIZATIONS FROM RELATED ORGANIZATION

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
34-6565194
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
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$66,078,861
Income (IRS master file)
$16,639,075

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,397,057$8,698,167$66,078,861XML
990December 2023$11,787,664$4,713,908$60,020,224XML
990December 2022$9,345,368$4,621,961$49,439,907IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 34-6565194).

Questions about THE COMMUNITY FOUNDATION OF SHELBY COUNTY

What is the EIN of THE COMMUNITY FOUNDATION OF SHELBY COUNTY?
The employer identification number (EIN) of THE COMMUNITY FOUNDATION OF SHELBY COUNTY is 34-6565194.
Is THE COMMUNITY FOUNDATION OF SHELBY COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to THE COMMUNITY FOUNDATION OF SHELBY COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE COMMUNITY FOUNDATION OF SHELBY COUNTY 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 COMMUNITY FOUNDATION OF SHELBY COUNTY 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 COMMUNITY FOUNDATION OF SHELBY COUNTY 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 COMMUNITY FOUNDATION OF SHELBY COUNTY?
The 990 for the year ended December 31, 2024 names MICHAEL LOCHARD.
Who are the officers and directors of THE COMMUNITY FOUNDATION OF SHELBY COUNTY?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does THE COMMUNITY FOUNDATION OF SHELBY COUNTY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,397,057, expenses of $8,698,167 and total assets of $66,078,861 at year end.

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