2023-11-14T09:31:50-06:00 2022-12-31 363168081 SIKICH LLP 274 WHITE POND DRIVE AKRON OH 443201118 990 2022-01-01 341846432 THE BARBERTON COMMUNITY FOUNDATION BARB 3307455995 460 W PAIGE AVE BARBERTON OH 44203 TIFFANY PETERS INTERIM EXECUTIVE DIRECTOR 3307455995 2023-11-14 1 TIFFANY PETERS 999009999 0 JILL M BOYLE CPA P01246734 3308646661 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE T ALLEN 460 W PAIGE AVE BARBERTON OH 44203 23652283 0 X BARBERTONCF.ORG X 1996 OH TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS. 14 11 6 15 567066 447682 607834 1008273 115720 157605 19739849 2028677 35666 104364 20499069 3298919 2714867 1186069 0 0 607488 665598 0 0 0 423278 580629 3745633 2432296 16753436 866623 94839869 80754262 417162 676789 94422707 80077473 X THE MISSION OF THE BARBERTON COMMUNITY FOUNDATION IS TO STRENGTHEN THE BARBERTON COMMUNITY FOR CURRENT AND FUTURE GENERATIONS BY PROVIDING LEADERSHIP, FOSTERING COLLABORATION, AND CREATING A LEGACY OF GIVING TO DO GOOD. 1 0 1104901 669746 GRANTS AND SCHOLARSHIPS - BCF PROVIDED 57 GRANTS FROM THE GENERAL FUND TOTALING $357,214 TO 33 ORGANIZATIONS AND PROVIDED 97 GENERAL FUND SCHOLARSHIPS TOTALING $184,568 DURING 2022. DONOR FUNDS PROVIDED 29 AWARDS TOTALING $71,469 TO 17 CHARITABLE ORGANIZATIONS, AND 46 SCHOLARSHIPS TOTALING $83,524. TOTAL SCHOLARSHIP AWARDS FOR ALL FUNDS WERE $268,092, WITH A TOTAL OF 143 SCHOLARSHIPS AWARDED. TOTAL GRANT AWARDS FOR ALL FUNDS WERE $428,683, WITH A TOTAL OF 86 GRANTS AWARDED TO 50 RECIPIENTS. A TOTAL OF $27,029 IN GRANTS WERE RETURNED. GRAND TOTAL OF ALL AWARDS AND FUND DISTRIBUTIONS FOR 2022 WAS $696,775. 177302 PROGRAM-RELATED INVESTMENTS - INVESTMENTS PROVIDED TO LOCAL 501(C)(3) ECONOMIC DEVELOPMENT AND HOUSING SUPPORT ORGANIZATIONS. THE ULTIMATE GOAL IS TO SERVE AS A CATALYST FOR JOB GROWTH AND MAINTAIN HOUSING IN THE CITY OF BARBERTON THROUGH LOW-INTEREST LOANS TO LOCAL COMPANIES AND INDIVIDUALS AND THE DEVELOPMENT OF INDUSTRIAL AND COMMERCIAL-USE PROPERTY. NEW INVESTMENTS DISBURSED DURING 2022 TOTALED $600,000. 988903 516323 ECONOMIC DEVELOPMENT - BCF PROVIDED 4 GRANTS FROM THE GENERAL FUND TOTALING $516,323 TO 3 ORGANIZATIONS 2093804 1 1 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X THE ORGANIZATION 3307455995 460 WEST PAIGE AVENUE BARBERTON OH 44203 JEFFREY RAMNYTZ DIRECTOR 1.00 X 0 144386 71426 MAYOR WILLIAM JUDGE DIRECTOR 1.00 X 0 82957 33929 TREVOR HUNT DIRECTOR (THRU 12/02/22) 1.00 X 0 83237 33099 JUSTIN GREER DIRECTOR 1.00 X 0 15500 0 JASON SLATER CHAIRMAN 1.00 X X 0 0 0 DENNY LIDDLE VICE CHAIR 3.00 X X 0 0 0 JENNIFER BIDLINGMYER TREASURER 3.00 X X 0 0 0 DEB SHREINER SECRETARY 1.00 X X 0 0 0 JIM BAUSCHLINGER DIRECTOR 1.00 X 0 0 0 MORIAH CHEATHAM-WILLIAMS DIRECTOR 1.00 X 0 0 0 PAUL EPNER DIRECTOR (THRU 02/28/22) 1.00 X 0 0 0 JOSH GORDON DIRECTOR 2.00 X 0 0 0 BRETT HAVERLICK DIRECTOR 1.00 X 0 0 0 LYNNE HOLCOMB DIRECTOR 2.00 X 0 0 0 ELIZABETH MAYREIS DIRECTOR 1.00 X 0 0 0 THERESA OSBORNE DIRECTOR 1.00 X 0 0 0 SUZANNE T ALLEN EXECUTIVE DIRECTOR 40.00 X 139168 0 33005 TIFFANY PETERS DIRECTOR OF FINANCE 40.00 X 83933 0 15470 223101 326080 186929 1 0 1 0 0 1008273 1008273 PROGRAM INVESTMENTS 525990 157605 157605 157605 1917231 526398 1390833 98347 54348 43999 43999 43999 20410462 20299016 111446 111446 111446 ADMINISTRATIVE FEE INCOME 561000 40668 40668 OTHER INCOME 900099 19697 19697 60365 3298919 177302 567066 1546278 945006 945006 241063 241063 271576 195535 76041 284088 205430 78658 17062 12285 4777 52519 38020 14499 40353 29125 11228 38474 36610 1864 40175 11205 28970 148386 148386 74933 43278 31655 71676 51732 19944 15548 11221 4327 26187 18901 7286 18949 3154 15795 10118 10118 7422 5357 2065 19280 19280 7814 7814 FUND ACTIVITY EXPENSES 81431 81431 BAD DEBTS 8000 8000 DUES AND SUBSCRIPTIONS 5789 4178 1611 MISCELLANEOUS ADMINISTR 4283 2325 1958 2164 1562 602 2432296 2093804 338492 0 411554 243733 380025 2181894 0 56367 56580 162178 11102 5610 3663760 1211433 943123 2452327 75783838 62324450 13298320 9136986 3933265 4190717 22062 0 94839869 80754262 31778 212301 37308 127925 348076 336563 417162 676789 X 4430000 4483913 89992707 75593560 94422707 80077473 94839869 80754262 866623 -15211857 0 X X 0 1 X 1 0 X X X 2 CITY OF BARBERTON 346000188 6 1 301644 0 THE BARBERTON CITY SCHOOL DISTRICT 346000187 6 1 58874 0 2 360518 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, SECTION A, LINE 6 ALL SUPPORT PROVIDED BY THE FOUNDATION IS DEEMED TO RELIEVE THE BURDEN OF THE SUPPORTED ORGANIZATIONS OF THE FOUNDATION. PLEASE SEE DETAIL OF GRANT EXPENSE IN SCHEDULE I. SCHEDULE A, PART IV, LINE 2 THE CITY OF BARBERTON, OHIO AND THE BARBERTON CITY SCHOOL DISTRICT ARE POLITICAL SUBDIVISIONS OF THE STATE OF OHIO AND THEREFORE ARE ORGANIZATIONS DESCRIBED IN IRC SECTION 509(A)(1) BECAUSE THEY ARE GOVERNMENTAL UNITS DESCRIBED IN IRC SECTION 170(B)(1)(A)(V). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 123 0 919134 0 152600 0 4480214 1 1 94094585 1008273 -13173961 1186069 1005615 79737213 87324928 607834 10478910 2714867 1602220 94094585 82874009 201475 7851792 2916957 685391 87324928 74130410 519084 11875791 2922705 728571 82874009 82206692 573765 -4906212 3068025 755984 -80174 74130410 0.05200 0.94800 0.00000 0 0 1338415 50000 1388415 1756309 470570 1202350 1024529 31216 9083 22133 17250 17250 2452327 ALTERNATIVE INVESTMENTS 9136986 F 9136986 PROGRAM RELATED INVESTMENTS 4190717 F 4190717 FUNDS HELD AS AGENCY ENDOWMENT OBLIGATIONS 336563 336563 X -12006976 -15211857 54348 -15157509 3150533 148386 148386 3298919 2338258 54348 54348 2283910 148386 148386 2432296 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED PROVISIONS FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PART VIII, LINE 6B RENTAL EXPENSES 54,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: PART VIII, LINE 6B RENTAL EXPENSES 54,348. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9136986 0 0 0 0 0 0 9136986 0 9136986 0 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 CITY OF BARBERTON 104 THIRD STREET NW BARBERTON OH 44203 346000188 CITY GOVERNMENT 301644 0 ECONOMIC DEVELOPMENT, PARKS AND RECREATION BARBERTON PUBLIC SCHOOLS 479 NORTON AVENUE BARBERTON OH 44203 346000187 PUBLIC SCHOOL 58874 0 THEATER EQUIPMENT UPGRADE, READING, ESPORTS BARBERTON COMMUNITY DEVELOPMENT CORPORATION 139 E TUSCARAWAS AVE BARBERTON OH 44203 341533284 501(C)3 146609 0 DOWNTOWN REHABILITATION PROGRAM BARBERTON COMMUNITY DEVELOPMENT CORPORATION 139 E TUSCARAWAS AVE BARBERTON OH 44203 341533284 501(C)3 99714 0 DOWNTOWN REHABILITATION PROGRAM BOUNCE INNOVATION HUB 526 S MAIN ST AKRON OH 44311 823351373 501(C)3 20000 0 ENTREPRENEURIAL EDUCATION AND SUPPORT TRI-COUNTY JOBS FOR OHIOS GRADUATES 1333 HOME AVE AKRON OH 44310 311204720 501(C)3 26500 0 MUNICIPALITY WORKFORCE DEVELEOPMENT FOR BARBERTON YOUTH MAGICAL THEATRE COMPANY PO BOX 386 BARBERTON OH 44203 341196629 501(C)3 43587 0 PERFORMING ARTS PROGRAMS FOR BARBERTON STUDENTS SUMMA HEALTH SYSTEM - BARBERTON CAMPUS 155 5TH ST NE BARBERTON OH 44203 341887844 501(C)3 25000 0 CT MACHINE - CARDIAC CARE AND STROKE THERAPIES CARESTAR COMMUNITY SERVICES 5566 CHEVIOT RD CINCINNATI OH 45247 850884448 501(C)3 23744 0 COMMUNITY BASED WRAPAROUND SERVICES AXESSPOINTE COMMUNITY HEALTH CENTER PO BOX 7695 AKRON OH 44306 341735884 501(C)3 15000 0 PATIENT ASSISTANCE FOR BARBERTON RESIDENTS HABITAT FOR HUMANITY OF SUMMIT COUNTY INC 2301 ROMIG ROAD AKRON OH 44320 341518873 501(C)3 15000 0 BARBERTON NEIGHBORHOOD REVITALIZATION VICTIM ASSISTANCE PROGRAM INC 137 S MAIN STREET SUITE 300 AKRON OH 44308 383142753 501(C)3 17000 0 VICTIM ADVOCACY FOR BARBERTON RESIDENTS, TECHNOLOGY WHITE RABBIT GALLERIES 571 W TUSCARAWAS AVE BARBERTON OH 44203 861664269 501(C)3 15000 0 RECURRING COMMUNITY ART EVENTS RED OAK BEHAVIORAL HEALTH 611 W MARKET STREET AKRON OH 44303 341282145 501(C)3 13000 0 SOCIAL EMOTIONAL CURRICULUM FOR BARBERTON STUDENTS CHILD GUIDANCE AND FAMILY SOLUTIONS 18 N FORGE STREET AKRON OH 44304 340726083 501(C)3 10000 0 KINDERGARTEN READINESS FOR BARBERTON STUDENTS GIRLS ON THE RUN OF GREATER SUMMIT 8929 BRECKSVILLE ROAD NEAR UNIT BRECKSVILLE OH 44141 470991498 501(C)3 10000 0 INSPIRING GIRLS THROUGH EXPERIENCE-BASED CURRICULA HUMANE SOCIETY OF GREATER AKRON 7996 DARROW RD SUITE 30 TWINSBURG OH 44087 237060744 501(C)3 10000 0 VETERINARY CARE FOR BARBERTON FAMILIES AND THEIR PETS NATIONAL INVENTORS HALL OF FAME 2955 WEST MARKET STREET STE R AKRON OH 44333 200181338 501(C)3 10000 0 CAMP INVENTION ATTENDANCE ASSISTANCE AKRON-CANTON REGIONAL FOODBANK 350 OPPORTUNITY PARKWAY AKRON OH 44307 341369388 501(C)3 9500 0 COMMUNITY FOOD PANTRY DISTRIBUTION IBH ADDICTION RECOVERY 3445 SOUTH MAIN STREET AKRON OH 44319 237090131 501(C)3 7500 0 ADDICTION RECOVERY EMBRACING FUTURES INC 50 SOUTH MAIN STREET LL 100 AKRON OH 44308 346543299 501(C)3 6000 0 ORTHODONTIC CARE PROGRAM FOR SEVERE NEEDS BEN CURTIS FAMILY FOUNDATION 1675 E MAIN ST 260 KENT OH 44240 461431932 501(C)3 8000 0 ASSISTANCE FOR FOOD INSECURITY OF BARBERTON CHILDREN UNITED WAY OF SUMMIT COUNTY 37 N HIGH AKRON OH 44308 341169257 501(C)3 8500 0 2-1-1 INFORMATION AND REFERRAL SERVICES, FINANCIAL EMPOWERMENT LAKE ANNA YMCA 500 W HOPOCAN AVENUE BARBERTON OH 44203 340714727 501(C)3 5964 0 HEALTH AND WELLNESS ACTIVITIES BARBERTON AREA COMMUNITY MINISTRIES 939 NORTON AVENUE BARBERTON OH 44203 311502393 501(C)3 10426 0 FOOD SECURITY 28 INDIVIDUAL SCHOLARSHIPS. 143 241063 PART I, LINE 2: AFTER GRANTS ARE APPROVED BY THE GRANTS COMMITTEE AND THE BOARD OF DIRECTORS, A GRANT PACKET IS PROVIDED TO THE GRANTEE. THE PACKET INCLUDES (1) A NOTIFICATION LETTER, (2) A GRANT AGREEMENT TO BE SIGNED AND RETURNED, (3) A SIX MONTH REPORT OUTLINE, AND (4) AN ANNUAL EVALUATION REPORT OUTLINE. PERIODICALLY, A CONDITIONS REPORT IS RUN INTERNALLY TO IDENTIFY ANY OUTSTANDING SIX MONTH REPORTS OR ANNUAL REPORTS. THE ANNUAL REPORT SHOULD INCLUDE COPIES OF RECEIPTS, A DETAILED ACCOUNTING OF GRANT FUNDS AND THE RETURN OF UNUSED FUNDS. THE GRANTEE WILL BE CONTACTED IF CONDITIONS ARE NOT MET TO TURN IN THEIR REPORTS. THE SUBMITTED DOCUMENTS ARE REVIEWED, RECALCULATED AND FOLLOWED UP ON AS NECESSARY. ORGANIZATIONS MAY SUBMIT A WAIVER REQUEST IF ADDITIONAL TIME IS NEEDED. X X X X 0 0 0 0 0 0 0 0 0 JEFFREY RAMNYTZ DIRECTOR 0 144386 0 0 0 0 0 44470 0 26956 0 215812 0 0 SUZANNE T ALLEN EXECUTIVE DIRECTOR 139168 0 0 0 0 0 9742 0 23263 0 172173 0 0 0 PART I, LINE 3 JEFFREY RAMNYTZ IS THE SUPERINTENDENT OF BARBERTON CITY SCHOOL DISTRICT. COMPENSATION IS DETERMINED BASED ON MARKET RESEARCH AND OTHER FACTORS THAT DETERMINE HIS SALARY COMPARABLE TO SIMILAR GEOGRAPHIC AND SIMILAR SCHOOL DISTRICTS TO BARBERTON. THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. FORM 990, PART III, LINE 2 ECOMONIC DEVELOPMENT: ALIGNING WITH THE MISSION OF BARBERTON COMMUNITY FOUNDATION, THE ECONOMIC DEVELOPMENT PROGRAM PROMOTES ECONOMIC DEVELOPMENT, BUSINESS EXPANSION, AND JOB CREATION BY PROVIDING FUNDING FOR ELIGIBLE PROJECTS IN THE CITY OF BARBERTON. THE PROGRAM'S GOAL IS TO IMPROVE THE QUALITY OF LIFE FOR BARBERTON RESIDENTS, NOW AND FOREVER. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE ASSISTANCE OF THE EXECUTIVE DIRECTOR, UNDERGOES A SELECTION AND INTERVIEW PROCESS THROUGH WHICH BOARD APPOINTED CANDIDATES ARE IDENTIFIED. AFTER THE SCREENING AND INTERVIEW PROCESS, CANDIDATES ARE THEN RECOMMENDED FOR APPOINTMENT TO THE FULL BOARD. IN ADDITION, THE CITY COUNCIL HAS TO APPROVE 5 BOARD MEMBERS AND 3 ARE EX-OFFICIO APPOINTMENTS TO THE BOARD BASED ON THEIR POSITIONS WITH THE FOUNDATION'S SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7B ANY AMENDMENT TO THE FOUNDATION'S CODE OF REGULATIONS, OR THE POLICIES THEREIN, REQUIRES APPROVAL OF 75% OF THE MEMBERS OF BOTH THE BOARD OF DIRECTORS OF THE FOUNDATION AND THE CITY COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/INVESTMENT COMMITTEE REVIEWS AND APPROVES THE FORM 990. IT IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY STIPULATES HOW OTHER BOARD MEMBERS CAN QUESTION CONFLICTS AND STAFF MONITORS ACTIONS TAKEN AT MEETINGS WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S ANNUAL SALARY IS APPROVED ANNUALLY BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS AND THE BOARD CHAIR. THE SALARY IS BASED ON COMPARABLE DATA FROM LIKE FOUNDATIONS OBTAINED FROM THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY AND OTHER COMPARATIVE INFORMATION AVAILABLE TO THE COMMITTEE. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET FOR ALL SALARIES AND RELATED EXPENSES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. CITY OF BARBERTON 576 W PARK BARBERTON OH 44203 346000188 CITY OH LINE 6 N/A 0 THE BARBERTON CITY SCHOOL DISTRICT 633 BRADY AVE BARBERTON OH 44203 346000187 SCHOOL DISTRICT OH LINE 6 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0