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Community Development : Community Foundations

The Community Foundation of West Chester Liberty

Transforming generosity into impact by encouraging, supporting, and facilitating philanthropy to create a more vibrant community in West Chester & Liberty Township.

three stars

85.57

8366 Princeton Glendale Road Suite A2
West Chester, OH 45069
tel: (513) 874-5450   Web Site
EIN: 31-1661966

Board Leadership
Bill Schumacker
Chair

CEO
Erin Clemons
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 85.57 three stars
  Financial 81.23 three stars
  Accountability & Transparency 92.00 four stars
This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Community Foundation of West Chester-Liberty has been the primary resource for philanthropy in West Chester and Liberty Townships, providing a variety of charitable funds and gift options for donors. As the savings account for the community, the Foundation is building a sustainable source of funding to meet current and future community needs. The foundation provides grant support to 501c3 nonprofit organizations located or providing services to residents in West Chester or Liberty Township, as well as scholarships to those in the community. The Community Foundation of West Chester-Liberty brings together donors, professional advisors, and nonprofit agencies to transform generosity into impact.

Community Foundation of West Chester-Liberty has been the primary resource for philanthropy in West Chester and Liberty Townships, providing a variety of charitable funds and gift options for donors. As the savings account for the community, the Foundation is building a sustainable source of funding to meet current and future community needs. The foundation provides grant support to 501c3 nonprofit organizations located or providing services to residents in West Chester or Liberty Township, as well as scholarships to those in the community. The Community Foundation of West Chester-Liberty brings together donors, professional advisors, and nonprofit agencies to transform generosity into impact.

Impact Information

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Financial

three stars

81.23

Accountability & Transparency

four stars

92.00

This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
86.7%
  Administrative Expenses 5.8%
  Fundraising Expenses 7.4%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 4.35
  Program Expenses Growth -16.0%
  Liabilities to Assets < 0.1%
All data for Financial Performance Metrics calculations was provided by The Community Foundation of West Chester Liberty on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Community Foundation of West Chester Liberty on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Community Foundation of West Chester Liberty (OH) 85.57 three stars
Community Foundation for the Fox Valley Region (WI) 91.98 four stars
Truman Heartland Community Foundation (MO) 90.49 four stars
The San Francisco Foundation (CA) 94.26 four stars
Orange County Community Foundation (CA) 95.42 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,379,830
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $82,000
   Related Organizations $0
   Government Grants $0
Total Contributions $2,461,830
   Program Service Revenue $137,803
Total Primary Revenue $2,599,633
   Other Revenue $676,367
TOTAL REVENUE $3,276,000
   
EXPENSES  
   Program Expenses $1,214,630
   Administrative Expenses $169,431
   Fundraising Expenses $280,506
TOTAL FUNCTIONAL EXPENSES $1,664,567
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,611,433
   
Net Assets $14,641,669

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Serving Community Needs $1,084,630 89.3%
Grants $100,000 8.2%
Kids2Kamp Fund $20,000 1.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 03/01/2020 85.57 three stars
2017-12 07/01/2019 90.11 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 31-1661966
Name in IRS Master File THE COMMUNITY FOUNDATION OF WEST CHESTER LIBERTY
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1999
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$75,504 4.53% Erin Clemons President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Community Foundation of West Chester Liberty (OH) 85.57 three stars
Fairfield County Foundation (OH) 95.06 four stars
CREATE Foundation (MS) 93.07 four stars
Michigan Gateway Community Foundation (MI) 89.15 three stars
The Oregon Community Foundation (OR) 94.51 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

The Community Foundation of West Chester Liberty
8366 Princeton Glendale Road
Suite A2
West Chester, OH 45069
tel: (513) 874-5450
fax: (513) 874-5472
EIN: 31-1661966

Visit Web Site

Board Leadership

Bill Schumacker
Chair

CEO

Erin Clemons
President, CEO

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