The Community Foundation of the NRV 2022 2023 Annual Report

AS OF 12/31/22 FINANCIAL INFORMATION

FINANCIAL POSITION STATEMENT ASSETS CURRENT ASSETS Cash & Cash Equivalents

STATEMENT OF ACTIVITIES REVENUES Contributions Fundraising Events/Other Income

1,102,970

125,588

0 0

Other Current Assets

3,024

Grant Income

Life Ins Surrender Value Chg

-20,884

Total Current Assets

128,612

Investment Return

-1,876,781

Total Revenues

-794,695

ENDOWMENT INVESTMENTS Cash & Cash Equivalents

1,579,558 12,489,312 14,068,870

EXPENSES PROGRAM EXPENSES Fund & Fiscal Spon Exp Grants & Scholarships

Marketable Securities

Total Endowment Assets

212,921 543,644 756,565 202,435

OTHER ASSETS Life Insurance Surrender Value Note Receivable (LION Note) Lease right-of-use Asset

7,021 50,000 49,882 30,000 136,903

Total Program Expenses

Administrative Expenses Real Estate Expense

Real Estate

517

Total Other Assets

Total Expenses

959,517

TOTAL ASSETS

14,334,385

CHANGE IN NET ASSETS

-1,754,212

LIABILITIES CURRENT & LT LIABILITIES Accounts Payable Payroll Tax Liabilities Payable Lease Liability - Current Credit Card Payable

Net Assets - Beginning of Year

16,029,689

3,481

Net Assets - End of Year

14,275,477

650

4,895 26,359 23,523 58,908

Lease Liability - LT Total Liabilities

NET ASSETS Unrestricted Net Assets: Operating

Copies of the 2022 audited financial statements and IRS Form 990 are available upon request.

131,589 1,376,238 12,767,650 14,275,477 14,334,385

Temporarily Restricted Permanently Restricted

Total Net Assets

TOTAL LIABILITIES & NET ASSETS

49

THE COMMUNITY FOUNDATION OF THE NEW RIVER VALLEY

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