Shelby Ohio Community Foundation Ofrichland County Ohio
Shelby Ohio Community Foundation shows consistent asset growth and no reported officer compensation.
EIN: 204864395 · Shelby, OH · NTEE: T31 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $872K |
| Total Expenses | $552K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $11 |
| Net Assets | $9.9M |
| Transparency Score | 88/100 |
Is Shelby Ohio Community Foundation Ofrichland County Ohio Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Shelby Ohio Community Foundation Ofrichland County Ohio directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Shelby Ohio Community Foundation Ofrichland County Ohio
Shelby Ohio Community Foundation Ofrichland County Ohio (EIN: 204864395) is a nonprofit organization based in Shelby, OH, classified under NTEE code T31. The organization reported total revenue of $872K and total assets of $11.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Shelby Ohio Community Foundation Ofrichland County Ohio's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Shelby Ohio Community Foundation Ofrichland County Ohio is a small nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $552K |
| Total Expenses | $552K |
| Surplus / Deficit | +$381 |
| Total Assets | $10.7M |
| Total Liabilities | $860K |
| Net Assets | $9.9M |
| Operating Margin | 0.1% |
| Debt-to-Asset Ratio | 8.0% |
| Months of Reserves | 233.0 months |
Financial Health Grade: A
In 2023, Shelby Ohio Community Foundation Ofrichland County Ohio reported a surplus of $381 with revenue exceeding expenses, holds 233.0 months of operating reserves (strong position), has a debt-to-asset ratio of 8.0% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Shelby Ohio Community Foundation Ofrichland County Ohio's revenue has declined at a compound annual growth rate (CAGR) of -6.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +14.8% | +2.6% | +12.3% |
| 2022 | -14.4% | +12.8% | -11.3% |
| 2021 | +21.2% | -8.7% | +24.1% |
| 2020 | -12.9% | +36.2% | +6.9% |
| 2019 | -41.0% | -23.0% | +18.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Shelby Ohio Community Foundation Ofrichland County Ohio with a Mission Score of 88 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Shelby Ohio Community Foundation Ofrichland County Ohio allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $381, with revenue exceeding expenses.
- Debt-to-asset ratio: 8.0%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting that executive leadership is either entirely volunteer-based or compensated below IRS reporting thresholds, which is highly favorable for a foundation of its size with assets exceeding $11 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Shelby Ohio Community Foundation Ofrichland County Ohio's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data makes precise efficiency analysis difficult.
Strengths
The following positive indicators were identified for Shelby Ohio Community Foundation Ofrichland County Ohio:
- Consistent and significant asset growth, from $5.7M in 2015 to $11.9M currently.
- No reported officer compensation across all available filings, indicating high efficiency or volunteer leadership.
- Generally stable financial operations with revenues often exceeding expenses, contributing to reserves.
- Low liabilities relative to assets in most periods, indicating financial stability (e.g., $860,217 liabilities vs $10,714,342 assets in 202312).
Frequently Asked Questions about Shelby Ohio Community Foundation Ofrichland County Ohio
Is Shelby Ohio Community Foundation Ofrichland County Ohio a legitimate charity?
Shelby Ohio Community Foundation Ofrichland County Ohio (EIN: 204864395) is a registered tax-exempt nonprofit based in Ohio. Our AI analysis gives it a Mission Score of 88/100. It has 13 years of IRS 990 filings on record. Total revenue: $872K. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Shelby Ohio Community Foundation Ofrichland County Ohio spend its money?
Shelby Ohio Community Foundation Ofrichland County Ohio directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Shelby Ohio Community Foundation Ofrichland County Ohio tax-deductible?
Shelby Ohio Community Foundation Ofrichland County Ohio is registered as a tax-exempt nonprofit (EIN: 204864395). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Shelby Ohio Community Foundation Ofrichland County Ohio CEO make?
Shelby Ohio Community Foundation Ofrichland County Ohio's highest-compensated officer earns $11 annually. The organization reported $872K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Shelby Ohio Community Foundation Ofrichland County Ohio's spending goes to programs?
Shelby Ohio Community Foundation Ofrichland County Ohio directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Shelby Ohio Community Foundation Ofrichland County Ohio compare to similar nonprofits?
With a transparency score of 88/100 (Excellent), Shelby Ohio Community Foundation Ofrichland County Ohio is above average for NTEE category T31 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Shelby Ohio Community Foundation Ofrichland County Ohio located?
Shelby Ohio Community Foundation Ofrichland County Ohio is headquartered in Shelby, Ohio and files with the IRS under EIN 204864395. It is classified under NTEE code T31.
How many years of IRS 990 filings does Shelby Ohio Community Foundation Ofrichland County Ohio have?
Shelby Ohio Community Foundation Ofrichland County Ohio has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $872K in total revenue.
Is Shelby Ohio Community Foundation a good charity?
Based on the available data, the foundation appears to be a well-managed entity with strong asset growth and no reported officer compensation, suggesting efficient use of resources. Its role as a community foundation implies a focus on local impact.
How has the foundation's financial health changed over time?
The foundation has shown consistent asset growth, from $5,796,800 in 201512 to $11,930,233 currently, indicating strong financial health and effective asset management over the long term.
What is the trend in the foundation's revenue and expenses?
Revenue and expenses have fluctuated year-to-year, but the foundation generally maintains a positive net position, contributing to asset growth. For example, in 202312, revenue was $552,075 and expenses were $551,694, showing a balanced operational year.
Filing History
IRS 990 filing history for Shelby Ohio Community Foundation Ofrichland County Ohio showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Shelby Ohio Community Foundation Ofrichland County Ohio's revenue has declined by 57.7%, moving from $1.3M to $552K. Total assets increased by 108.8% over the same period, from $5.1M to $10.7M. Total functional expenses rose by 78.4%, from $309K to $552K. In its most recent filing year (2023), Shelby Ohio Community Foundation Ofrichland County Ohio reported a surplus of $381, with revenue exceeding expenses. The organization holds $860K in liabilities against $10.7M in assets (debt-to-asset ratio: 8.0%), resulting in net assets of $9.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $552K | $552K | $10.7M | $860K | — | — |
| 2022 | $481K | $538K | $9.5M | $685K | — | View 990 |
| 2021 | $562K | $477K | $10.8M | $803K | — | View 990 |
| 2020 | $464K | $522K | $8.7M | $114K | — | View 990 |
| 2019 | $532K | $383K | $8.1M | $105K | — | View 990 |
| 2018 | $903K | $498K | $6.8M | $90K | — | View 990 |
| 2017 | $525K | $342K | $7.0M | $96K | — | — |
| 2016 | $349K | $341K | $6.3M | $85K | — | View 990 |
| 2015 | $490K | $369K | $5.8M | $116K | — | View 990 |
| 2014 | $742K | $379K | $6.6M | $686K | — | View 990 |
| 2013 | $572K | $503K | $6.0M | $723K | — | View 990 |
| 2012 | $584K | $362K | $5.4M | $692K | — | View 990 |
| 2011 | $1.3M | $309K | $5.1M | $717K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $552K, expenses of $552K, and assets of $10.7M (revenue +14.8% year-over-year).
- 2022: Revenue of $481K, expenses of $538K, and assets of $9.5M (revenue -14.4% year-over-year).
- 2021: Revenue of $562K, expenses of $477K, and assets of $10.8M (revenue +21.2% year-over-year).
- 2020: Revenue of $464K, expenses of $522K, and assets of $8.7M (revenue -12.9% year-over-year).
- 2019: Revenue of $532K, expenses of $383K, and assets of $8.1M (revenue -41.0% year-over-year).
- 2018: Revenue of $903K, expenses of $498K, and assets of $6.8M (revenue +71.9% year-over-year).
- 2017: Revenue of $525K, expenses of $342K, and assets of $7.0M (revenue +50.6% year-over-year).
- 2016: Revenue of $349K, expenses of $341K, and assets of $6.3M (revenue -28.8% year-over-year).
- 2015: Revenue of $490K, expenses of $369K, and assets of $5.8M (revenue -34.0% year-over-year).
- 2014: Revenue of $742K, expenses of $379K, and assets of $6.6M (revenue +29.7% year-over-year).
- 2013: Revenue of $572K, expenses of $503K, and assets of $6.0M (revenue -2.1% year-over-year).
- 2012: Revenue of $584K, expenses of $362K, and assets of $5.4M (revenue -55.2% year-over-year).
- 2011: Revenue of $1.3M, expenses of $309K, and assets of $5.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Shelby Ohio Community Foundation Ofrichland County Ohio:
Data Sources and Methodology
This transparency report for Shelby Ohio Community Foundation Ofrichland County Ohio is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.