2024-11-13T11:52:24-05:00 2023-12-31 202126956 IRWIN FINANCIAL ASSOCIATES INC 2025 CLAREMONT AVE ASHLAND OH 44805 990 2023-01-01 204864395 SHELBY OHIO COMMUNITY FOUNDATION OF RICHLAND COUNTY SHEL 4193423686 142 NORTH GAMBLE STREET SHELBY OH 44875 CARRIE KEMERER EXECUTIVE DIRECTOR 4193423686 2024-11-06 true true STEVEN W IRWIN CPA P00337085 4192812811 2024-11-13 2023 2024-10-15 13:58:12Z CARRIE KEMERER 142 N GAMBLE STREET SHELBY OH 44875 609762 false X WWW.THESHELBYFOUNDATION.ORG X 2007 OH BUILD A LEGACY OF COMMUNITY PHILANTHROPY BY CONNECTING GENEROSITY WITH COMMUNITY NEEDS. TO IMPROVE THE STANDARD OF LIVING IN THE SHELBY AREA FOR ALL, INCLUDING THE POOR, AGED, & UNDERPRIVILEGED. TO PROVIDE YOUTH WITH THE OPPORTUNITY TO REALIZE THEIR POTENTIAL THROUGH EDUCATION & DEVELOPMENTAL OPPORTUNITIES. TO IMPROVE THE QUALITY OF LIVING WITH CULTURAL & HEALTH BENEFITS. 13 13 2 16 0 170669 162572 0 156014 218987 154400 170516 481083 552075 334232 275021 0 104581 128143 0 0 98772 148530 537585 551694 -56502 381 9537258 10714342 684746 860217 8852512 9854125 X BUILD A LEGACY OF COMMUNITY PHILANTHROPY BY CONNECTING GENEROSITY WITH COMMUNITY NEEDS. TO IMPROVE THE STANDARD OF LIVING IN THE SHELBY AREA FOR ALL, INCLUDING THE POOR, AGED, & UNDERPRIVILEGED. TO PROVIDE YOUTH WITH THE OPPORTUNITY TO REALIZE THEIR POTENTIAL THROUGH EDUCATION & DEVELOPMENTAL OPPORTUNITIES. TO IMPROVE THE QUALITY OF LIVING WITH CULTURAL & HEALTH BENEFITS. false false 374339 275021 THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROVIDE A MEANS FOR PEOPLE TO MAKE GIFTS OF ASSETS TO ENHANCE THE QUALITY OF LIFE IN SHELBY, OHIO, BOTH TODAY AND IN THE FUTURE. 374339 true true false false false true false false false true true true false false true true true false false false false false false false true false false true true false false false false false false false false true false false false false false false false false false true 1 0 true 2 true false false false false false false false false X 13 13 true false false false false false false true true false false true true true true true true true false false OH X X CARRIE KEMERER 4193423686 142 NORTH GAMBLE STREET SHELBY OH 44875 JOE WECHTER DIRECTOR 0.25 X 0 0 0 ANN DOWNS DIRECTOR 0.25 X X 0 0 0 JASON MCCOY VICE CHAIR 0.25 X X 0 0 0 MARISSA MILLER CHAIR 0.25 X X 0 0 0 STEVE CURRY TREASURER 0.25 X 0 0 0 KEVIN HERRING DIRECTOR 0.25 X 0 0 0 RANDY DONNAMILLER DIRECTOR 0.25 X 0 0 0 ERIN STINE SECRETARY 0.25 X X 0 0 0 SHEREE STUDER DIRECTOR 0.25 X 0 0 0 CARRIE KEMERER EXECUTIVE DI 30.00 X 97287 0 0 NATHAN SAUTTER DIRECTOR 0.25 X 0 0 0 KRISTIE WALP DIRECTOR 0.25 X 0 0 0 TIM TARVIN DIRECTOR 0.25 X 0 0 0 JIM MCKINNEY DIRECTOR 0.25 X 0 0 0 97287 false false false 162572 162572 219474 219474 52000 52000 52000 52000 487 -487 -487 -487 156763 57200 99563 99563 ADMINISTRATION FEE 900099 18953 18953 18953 552075 70466 319037 161447 161447 113574 113574 97287 97287 20069 20069 2318 2318 8469 8469 42615 42615 13712 13712 21530 21530 38786 38786 19084 2031 17053 9606 9606 MISCELLANEOUS 3197 3197 551694 374339 177355 0 101084 47953 603466 320543 284427 282923 9151747 10383466 9537258 10714342 1729 5032 683017 855185 684746 860217 X 4725819 5331848 4126693 4522277 8852512 9854125 9537258 10714342 X 381 1001232 X false true X true false X 179497 197622 271858 170669 162572 982218 179497 197622 271858 170669 162572 982218 982218 205882 154105 134812 156014 219474 870287 145885 112020 156190 156642 156763 727500 2580005 242439 0.38070 0.44880 X PART II, LINE 10 ADMINISTRATION FEE/SPECIAL EVENT 570,737 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 41 67207 377428 57624 261697 1904677 8804633 true true 1476075 77807 215163 57624 38016 1673405 1657580 82385 -164775 61509 37607 1476074 1344324 168019 221412 39789 36386 1657580 1212956 63983 123387 24325 31677 1344324 1034864 54866 188359 65133 1212956 false false 43779 43779 541071 309946 231125 18616 10597 8019 282923 EQUITIES, GOVERNMENT & CORPORATE BON 10383466 F 10383466 DUE OTHER AGENCIES 855185 855185 X 1610507 1001232 57200 1058432 552075 552075 608894 57200 57200 551694 551694 SCHEDULE D, PAGE 3, PART X IN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES, THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION.ACCORDINGLY, THERE ARE NO UNRECOGNIZED BENEFITS OR APPLICABLE INTEREST AND PENALTIES THAT SHOULD BE RECORDED. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS FOR WHICH INCOME TAX RETURNS HAVE BEEN FILED MORE THAN THREE YEARS AGO. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 57,200 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 57,200 FALL FUNDRAISER 156763 156763 3370 14306 7832 13376 18316 156763 156763 3370 14306 7832 13376 18316 57200 99563 true SHELBY COMMUNITY IMPROVEMENT CORP 34 EAST MAIN STREET SHELBY OH 44875 501C3 45500 OPERATIONS/CAPITAL TRINITY LUTHERAN CHURCH 410 NORTH THOMAN STREET CRESTLINE OH 44827 501C3 10000 SCHOLARSHIPS 113574 SCHEDULE I, PAGE 1, PART I, LINE 2 ADHERENCE TO GRANT GUIDELINES COUPLED WITH FOLLOW-UP REPORTS ONCE GRANTS ARE AWARDED. ADAMS ALBERT & CURRY INC BOARD MEMBER LIABILITY INSURANCE false KILGORE & HERRING BOARD MEMBER PAYROLL SERVICES false SCHEDULE L, PART V THE FOUNDATION PURCHASES INSURANCE AND PAYROLL PROCESSING SERVICES FROM ENTITIES RELATED TO MEMBERS OF THE FOUNDATION'S GOVERNING BOARD. FORM 990 - ORGANIZATION'S MISSION BUILD A LEGACY OF COMMUNITY PHILANTHROPY BY CONNECTING GENEROSITY WITH COMMUNITY NEEDS. TO IMPROVE THE STANDARD OF LIVING IN THE SHELBY AREA FOR ALL, INCLUDING THE POOR, AGED, & UNDERPRIVILEGED. TO PROVIDE YOUTH WITH THE OPPORTUNITY TO REALIZE THEIR POTENTIAL THROUGH EDUCATION & DEVELOPMENTAL OPPORTUNITIES. TO IMPROVE THE QUALITY OF LIVING WITH CULTURAL & HEALTH BENEFITS. FORM 990, PAGE 6, PART VI, LINE 2 ADAMS ALBERT & CURRY, INC STEVE CURRY DIRECTOR KILGORE & HERRING KEVIN HERRING DIRECTOR FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS PROVIDED TO A DESIGNATED INDIVIDUAL FOR REVIEW AND APPROVAL. PRIOR TO FILING, QUESTIONS AND COMMENTS OF THEDESIGNATED INDIVIDUAL ARE RESPONDED TO AND INCORPORATED INTO THE TAX FILING AS NECESSARY. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION PROMPTLY EVALUATES ANY IDENTIFIED EXCEPTIONS OF ITS CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS COMPENSATION AND DETERMINES ANY CHANGES AND APPROVALS FOR THE ADMINISTRATOR POSITION. A COMMITTEE OF THE BOARD OF DIRECTORS EVALUATES THE PROGRESS OF THE ORGANIZATION AND KEY EMPLOYEES' CONTRIBUTIONS TOWARD GOALS ATTAINED BY THE ENTITY. THE COMMITTEE IS AWARE OF COMPENSATION TRENDS IN GENERAL AND RICHLAND COUNTY IN PARTICULAR. THE BOARD OF DIRECTORS APPROVES EACH KEY EMPLOYEE'S COMPENSATION FOR THE COMING YEAR AFTER APPROPRIATE REVIEW AND DELIBERATION. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION PROVIDED UPON REQUEST FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 57,200 SPECIAL EVENT EXPENSES -57,200