Civic Intelligence

The Foundation for Enhancing Communities

990 • Fiscal year 2021 • EIN 01-0564355

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 28, 2022

200 North 3rd Street 8th FloorHarrisburg, PA 17101

(717) 236-5040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.07x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.56x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

17th percentile

$231,504

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Assets

Up

$134,056,837

Up $21,474,727 (+19%) from 2020

Net Assets

Up

$125,171,043

Up $19,831,643 (+19%) from 2020

Liabilities

Up

$8,885,794

Up $1,643,084 (+23%) from 2020

Revenue

Up

$15,909,729

Up $5,382,571 (+51%) from 2020

Expenses

Up

$8,558,572

Up $204,690 (+2.5%) from 2020

Net Income

Up

$7,351,157

Up $5,177,881 (+238%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $48,705,810Liabilities 2011: $3,903,256Net Assets 2011: $44,802,5542011Assets 2012: $54,117,886Liabilities 2012: $4,267,776Net Assets 2012: $49,850,1102012Assets 2013: $62,195,211Liabilities 2013: $5,058,229Net Assets 2013: $57,136,9822013Assets 2014: $63,585,099Liabilities 2014: $5,459,146Net Assets 2014: $58,125,9532014Assets 2015: $63,214,321Liabilities 2015: $5,458,745Net Assets 2015: $57,755,5762015Assets 2016: $70,375,987Liabilities 2016: $5,951,035Net Assets 2016: $64,424,9522016Assets 2017: $85,950,104Liabilities 2017: $7,112,998Net Assets 2017: $78,837,1062017Assets 2018: $81,381,118Liabilities 2018: $6,505,657Net Assets 2018: $74,875,4612018Assets 2019: $98,795,370Liabilities 2019: $7,068,255Net Assets 2019: $91,727,1152019Assets 2020: $112,582,110Liabilities 2020: $7,242,710Net Assets 2020: $105,339,4002020Assets 2021: $134,056,837Liabilities 2021: $8,885,794Net Assets 2021: $125,171,0432021Assets 2022: $107,592,484Liabilities 2022: $7,942,183Net Assets 2022: $99,650,3012022Assets 2023: $120,074,104Liabilities 2023: $8,992,392Net Assets 2023: $111,081,7122023Assets 2024: $142,041,541Liabilities 2024: $10,064,495Net Assets 2024: $131,977,0462024Assets 2025: $161,004,830Liabilities 2025: $10,661,294Net Assets 2025: $150,343,5362025

Highlighted filing

2021

Assets$134,056,837
Liabilities$8,885,794
Net Assets$125,171,043

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $6,538,140Expenses 2011: $6,100,503Net Income 2011: $437,6372011Revenue 2012: $7,301,584Expenses 2012: $6,037,174Net Income 2012: $1,264,4102012Revenue 2013: $7,323,687Expenses 2013: $9,606,210Net Income 2013: -$2,282,5232013Revenue 2014: $7,473,367Expenses 2014: $8,114,231Net Income 2014: -$640,8642014Revenue 2015: $9,402,228Expenses 2015: $7,299,506Net Income 2015: $2,102,7222015Revenue 2016: $9,535,418Expenses 2016: $7,337,938Net Income 2016: $2,197,4802016Revenue 2017: $12,946,775Expenses 2017: $7,887,029Net Income 2017: $5,059,7462017Revenue 2018: $15,406,380Expenses 2018: $7,279,177Net Income 2018: $8,127,2032018Revenue 2019: $13,112,815Expenses 2019: $12,004,584Net Income 2019: $1,108,2312019Revenue 2020: $10,527,158Expenses 2020: $8,353,882Net Income 2020: $2,173,2762020Revenue 2021: $15,909,729Expenses 2021: $8,558,572Net Income 2021: $7,351,1572021Revenue 2022: $47,434,480Expenses 2022: $10,244,249Net Income 2022: $37,190,2312022Revenue 2023: $6,321,119Expenses 2023: $12,415,926Net Income 2023: -$6,094,8072023Revenue 2024: $16,860,850Expenses 2024: $13,314,932Net Income 2024: $3,545,9182024Revenue 2025: $17,460,737Expenses 2025: $14,092,536Net Income 2025: $3,368,2012025

Highlighted filing

2021

Revenue$15,909,729
Expenses$8,558,572
Net Income$7,351,157
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 28, 2022
Return Version
2021v4.2
Gross Receipts
$41,285,336
Mission and Program Overview

Mission

Inspiring giving by partnering with donors to achieve their charitable goals, and strengthening our local communities by investing in them now and for future generations.valuesinclusion we believe that all voices are vital for our region's future. We promote equity and embrace the diversity of individuals, ideas and expressions. Stewardship- we are prudent and grateful stewards of the assets, time and talent entrusted to us. Endurance- we value creating permanent legacies that support lasting community change. Integrity - we do we will accept nothing but the highest standards of honesty, mutual respect, confidentiality and transparency.

Inspiring giving by partnering with donors to achieve their charitable goals, and strengthening our local communities by investing in them now and for future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$109,984,117$130,909,715▲ $20,925,598
Savings and Temporary Cash Investments$1,162,815$2,228,958▲ $1,066,143
Investments Other Securities$641,736$602,221▼ $39,515
Pledges and Grants Receivable$700,151$206,525▼ $493,626
Land, Buildings, and Equipment, Net$60,107$65,166▲ $5,059
Prepaid Expenses and Deferred Charges$33,184$44,252▲ $11,068
Total Assets$112,582,110$134,056,837▲ $21,474,727
Liabilities
Other Liabilities$6,547,713$8,070,892▲ $1,523,179
Grants Payable$694,135$546,756▼ $147,379
Accounts Payable and Accrued Expenses$862$250,646▲ $249,784
Deferred Revenue-$17,500-
Total Liabilities$7,242,710$8,885,794▲ $1,643,084
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$103,624,358$122,650,754▲ $19,026,396
Net Assets With Donor Restrictions$1,715,042$2,520,289▲ $805,247
Total Net Assets Fund Balance$105,339,400$125,171,043▲ $19,831,643
Total Liabilities and Net Assets / Fund Balance$112,582,110$134,056,837▲ $21,474,727

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$65,166$369,894$435,060

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$84,483,000$883,000▲ $16,746,000$2,119,975$97,726,000
2020$76,630,000$1,399,000▲ $10,591,000$2,611,000$84,483,000
2019$59,961,000$4,795,000▲ $15,179,000$3,000,000$76,630,000
2018$61,980,000$5,235,000▼ $4,805,000$1,248,240$59,961,000
2017$61,522,000$9,249,000▲ $11,614,000$2,242,831$76,211,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice R BlackPresident & CEOFT$195,188$36,316$231,504
Kirk DemyanVP & CFOFT$156,091$55,425$211,516
Jennifer DoyleVP of Philanthropy & CommuFT$126,358$27,846$154,204

Board Members and Trustees

NameTitle
Dr Carolyn DumaresqChairman
Robert E Caplan CfaVice Chairman
Amanda OwensBoard Member
Beth Ann HancockBoard Member
David F SpangBoard Member
David G ForneyBoard Member
David W KutzBoard Member
Esmeralda HetrickBoard Member
Jennifer H ZaborneyBoard Member
Judy S BlustBoard Member
Marlene KanuckBoard Member
Robert C Grubic PeBoard Member
Samir S ParikhBoard Member
Todd C SnovelBoard Member
Greg RoyerBoard Member Thru Sept 2021
Susan Simms MarshAssistant Secretary
David J Manbeck CPAAssistant Treasurer
L Renee Lieux-brechbielSecretary
Gregg D KloppTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,408,096
Program Service Revenue
$573,761
Investment Income
$7,932,426
Other Revenue
$-4,554
All Other Contributions
$6,498,145
Change in Net Assets
$7,351,157

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded20$492,587Fair Value
Total Noncash Contributions20$492,587-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,637,282
Revenue Not Reported on Financial Statements
$272,447
Revenue Not Reported on Form 990
$13,386,279
Other Revenue Adjustments
$272,447
Total Revenue per Audited Statements
$29,023,561
Total Revenue per Form 990
$15,909,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,236,626
Other Expenses$2,687,587
Salaries, Compensation, and Employee Benefits$1,634,359
Total Fundraising Expense$295,283
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,825,949--$3,825,949
Other Salaries and Wages$543,946$177,583$36,191$757,720
Current Officers, Directors, Trustees, and Key Employees$120,122$347,704$129,398$597,224
Grants to Domestic Individuals$410,677--$410,677
Other Employee Benefits$85,718$67,804$21,374$174,896
Advertising$70,924$56,101$17,685$144,710
Occupancy$70,919$56,098$17,684$144,701
Information Technology$49,832$39,418$12,426$101,676
Payroll Taxes$46,672$36,919$11,638$95,229
Fees for Services Legal$43,817$34,646$10,924$89,387
Fees for Service Investment Mgmnt Fees$26,523$20,979$6,614$54,116
Office Expenses$25,907$20,492$6,460$52,859
Insurance$16,642$13,163$4,150$33,955
Depreciation Depletion$14,162$11,202$3,531$28,895
Fees for Services Other$10,400$8,225$2,593$21,218
Fees for Services Accounting$10,264$8,117$2,559$20,940
Pension Plan Contributions$4,554$3,601$1,135$9,290
Travel$3,195$2,526$797$6,518
Other Expenses$3,017$2,404$754$6,175
Total Functional Expenses$7,326,584$936,705$295,283$8,558,572

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,693,371
Expenses per Audited Statements$8,558,572
Total Expenses per Form 990$8,558,572
Expenses Not Reported on Form 990$134,799
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Susquehanna Art MuseumHarrisburg, PA501(3)Arts, Humanities$130,000
Perry County Council of the ArtsNewport, PA501(3)Arts, Humanities$81,496
KING'S COLLEGEWilkesbarre, PA501(3)Educational$77,704
Central Pennsylvania Food BankHarrisburg, PA501(3)Human Service$72,375
Bethesda MissionHarrisburg, PA501(3)Human Service$61,755
JdrfBoone, IA501(3)Community Development$60,000
United Way of the Capital RegionEnola, PA501(3)Community Development$55,695
Lebanon Valley CollegeAnnville, PA501(3)Educational$49,372
St Thomas Lutheran ChurchSt Thomas, PA501(3)Religion$45,223
The Wildcat FoundationMechanicsburg, PA501(3)Scholarship$44,919
Upmc Pinnaclehealth FoundationHarrisburg, PA501(3)Health$44,208
L-cmd Research FoundationHouston, TX501(3)Health$44,206
Whitaker Center for Science and the ArtsHarrisburg, PA501(3)Educational$41,235
Water Missions InternationalCharleston, SC501(3)Human Service$40,000
Open Stage of HarrisburgHarrisburg, PA501(3)Arts, Humanities$36,000
The Salvation ArmyHarrisburg, PA501(3)Human Service$31,648
Ywca of Greater HarrisburgHarrisburg, PA501(3)Community Development$30,560
Lehigh UniversityBethlehem, PA501(3)Educational$29,296
National Brain Tumor Society IncNewton, MA501(3)Health$29,000
Harrisburg Symphony AssociationHarrisburg, PA501(3)Arts, Humanities$28,669
Cumberland Valley School of MusicChambersburg, PA501(3)Arts, Humanities$26,800
Wellspan Chambersburg HospitalChambersburg, PA501(3)Health$26,513
Joseph T Simpson Public LibraryMechanicsburg, PA501(3)Educational$25,381
Northern York County Historical and Preservation Society IncDillsburg, PA501(3)Arts, Humanities$25,144
Best Friends Animal SocietyKanab, UT501(3)Community Development$25,000
Pennsylvania State Health Milton S Hershey Medical CenterHershey, PA501(3)Health$24,604
Friends of PaavEast Berlin, PA501(3)Human Service$24,000
Smokey Mountain Service DogsLenoir City, TN501(3)Human Service$21,500
Olewine Nature Center--friends of WildwoodHarrisburg, PA501(3)Environmental$21,150
Harrisburg Sai Seva Samithi TempleDillsburg, PA501(3)Religion$21,001
First United Methodist ChurchMechanicsburg, PA501(3)Religion$20,292
Wilmer Eye Institute Development OfficeBaltimore, MD501(3)Human Service$20,000
Keystone Human ServicesHarrisburg, PA501(3)Human Service$19,643
First United Methodist Church - ChambersburgChambersburg, PA501(3)Religion$18,393
Big Brothers-big Sisters of the Capital Region IncHarrisburg, PA501(3)Community Development$17,000
Network MinistriesChambersburg, PA501(3)Religion$16,784
Dauphin County CasaHarrisburg, PA501(3)Human Service$16,000
First United Methodist Church - MillersburgMillersburg, PA501(3)Religion$15,474
Our Lady Help of ChristiansLykens, PA501(3)Religion$15,474
Queen of Peace Roman Catholic Church of MillersburgMillersburg, PA501(3)Religion$15,474
Disability Rights PennsylvaniaHarrisburg, PA501(3)Health$15,000
Pennsylvania Assistive Technology FoundationKing of Prussia, PA501(3)Health$15,000
Camp Dudley IncWestport, NY501(3)Community Development$14,648
Habitat for Humanity of the Greater Harrisburg AreaHarrisburg, PA501(3)Community Development$14,648
National Trust for Historic PreservationWashington, DC501(3)Community Development$14,648
Smithsonian InstitutionWashington, DC501(3)Community Development$14,648
Waynesboro Community and Human ServicesWaynesboro, PA501(3)Human Service$14,225
Central Pennsylvania Youth BalletCarlisle, PA501(3)Arts, Humanities$13,643
Harrisburg AcademyWormleysburg, PA501(3)Scholarship$13,403
Cumberland Valley Animal Shelter LLCChambersburg, PA501(3)Community Development$13,121
Diaper Depot at CentralChambersburg, PA501(3)Human Service$13,000
Planned Parenthood KeystoneWarminster, PA501(3)Health$13,000
Capital Area School for Arts Charter SchoolHarrisburg, PA501(3)Educational$12,692
New Hope Ministries IncDillsburg, PA501(3)Human Service$12,080
Capital Area Girls on the RunLemoyne, PA501(3)Health$12,000
Harrisburg University of Science and TechnologyHarrisburg, PA501(3)Educational$12,000
The Burg FoundationHarrisburg, PA501(3)Arts, Humanities$12,000
Spayneuter Assistance Program Inc (snap)Harrisburg, PA501(3)Health$11,834
Boys & Girls Club of Chambersburg and ShippensburgShippensburg, PA501(3)Human Service$11,830
Capitol Theatre Center FoundationChambersburg, PA501(3)Arts, Humanities$11,678
Children Aid SocietyNew Oxford, PA501(3)Human Service$11,000
The Nicodemus Center for Ceramic Studies IncWaynesboro, PA501(3)Arts, Humanities$11,000
Frances Leiter CenterNew Oxford, PA501(3)Health$10,875
Gonzaga College High SchoolWashington, DC501(3)Educational$10,331
Jewish Federation of Greater HarrisburgHarrisburg, PA501(3)Religion$10,038
Bishop Mcdevitt High SchoolHarrisburg, PA501(3)Educational$10,000
Brethren Housing AssociationHarrisburg, PA501(3)Human Service$10,000
Bridge of Hope Harrisburg AreaHarrisburg, PA501(3)Human Service$10,000
Buildon IncStamford, CT501(3)Community Development$10,000
Camp Hebron IncHalifax, PA501(3)Educational$10,000
Capital Area Intermediate UnitEnola, PA501(3)Educational$10,000
Community Foundation of West KentuckyPaducah, KY501(3)Human Service$10,000
Diocese of HarrisburgHarrisburg, PA501(3)Religion$10,000
Feeding PennsylvaniaHarrisburg, PA501(3)Human Service$10,000
Friends of the Monterey Pass Battlefield IncBlue Ridge Summit, PA501(3)Educational$10,000
Friends of the West Shore Theatre IncNew Cumberland, PA501(3)Arts, Humanities$10,000
Girl Scouts in the Heart of PennsylvaniaHarrisburg, PA501(3)Educational$10,000
Harrisburg Symphony OrchestraHarrisburg, PA501(3)Arts, Humanities$10,000
Hunger-free PennsylvaniaCanonsburg, PA501(3)Human Service$10,000
Leaf Project IncLandisburg, PA501(3)Educational$10,000
Manada ConservancyHummelstown, PA501(3)Environmental$10,000
Millersburg Ferry Boat AssociationMillersburg, PA501(3)Community Development$10,000
Modest NeedsNew York, FL501(3)Human Service$10,000
Mt Gretna School of ArtLancaster, PA501(3)Arts, Humanities$10,000
Nacer USABluffton, OH501(3)Human Service$10,000
New York Studio School of Drawing Painting and SculptureNew York, NY501(3)Arts, Humanities$10,000
Shalom HouseHarrisburg, PA501(3)Human Service$10,000
Tender Care Pregnancy CenterHanover, PA501(3)Health$10,000
The Arc of PennsylvaniaLemoyne, PA501(3)Health$10,000
Twin Valley PlayersMillersburg, PA501(3)Arts, Humanities$10,000
United Church of Christ Homes IncCamp Hill, PA501(3)Religion$10,000
United Way Foundation of the Capital RegionEnola, PA501(3)Community Development$10,000
Uw Platteville FoundationPlatteville, WI501(3)Educational$10,000
Veterans Community ProjectKansas City, MO501(3)Human Service$10,000
West Shore Wildlife CenterEtters, PA501(3)Environmental$10,000
Pa Lyme Resource NetworkLewisberry, PA501(3)Health$9,900
Domestic Violence Services of Cumberland & Perry CountiesCarlisle, PA501(3)Human Service$9,802
THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF CARLISLE PENNSYLVANIACarlisle, PA501(3)Community Development$9,802
Oryoki Zendo Integrative Mindfulness TherapiesHarrisburg, PA501(3)Human Service$9,000
St Pauls Lutheran ChurchNewport, PA501(3)Religion$8,771
Franklin County Historical SocChambersburg, PA501(3)Arts, Humanities$8,759
New Guilford Brethren ChurchChambersburg, PA501(3)Religion$8,749
Trinity Washington UniversityWashington, DC501(3)Educational$8,617
Wings of Peace MinistriesBella Vista, AR501(3)Religion$8,490
Jewish Family Service of Greater Harrisburg IncHarrisburg, PA501(3)Religion$8,191
Presbyterian Homes IncDillsburg, PA501(3)Human Service$8,190
Coyle Free LibraryChambersburg, PA501(3)Educational$8,121
Menno Haven IncChambersburg, PA501(3)Health$8,121
Spiritrust LutheranYork, PA501(3)Human Service$8,121
Kidney Foundation of ChattanoogaChattanooga, TN501(3)Health$8,022
St Thomas Cemetery AssociationSt Thomas, PA501(3)Community Development$7,995
St Thomas Twp Volunteer Fire CompanySt Thomas, PA501(3)Community Development$7,995
Center for Ethics and Religious Values in BusinessNotre Dame, IN501(3)Educational$7,500
Penn State University HarrisburgMiddletown, PA501(3)Educational$7,500
Playing for MasonBowling Green, KY501(3)Human Service$7,500
Sexual Assault Resource & Counseling Center (sarcc)Lebanon, PA501(3)Human Service$7,500
Wildheart International MinistriesHarrisburg, PA501(3)Community Development$7,500
Cambridge in AmericaNew York, NY501(3)Educational$7,000
Homeland HospiceHarrisburg, PA501(3)Health$7,000
Hospice of Central PennsylvaniaHarrisburg, PA501(3)Health$7,000
Rotary Club of Redondo Beach Community FoundationRedondo Beach, CA501(3)Community Development$7,000
Rotary Club of Waynesboro FoundationWaynesboro, PA501(3)Community Development$7,000
Congregation Ner TamidRancho Palos Verdes, CA501(3)Religion$6,838
Franklin County Legal ServicesChambersburg, PA501(3)Human Service$6,830
Witf IncHarrisburg, PA501(3)Arts, Humanities$6,757
Summer Program for YouthCarlisle, PA501(3)Educational$6,500
Crystal Coast Cancer Rehab CenterMorehead City, NC501(3)Health$6,200
IT'S NEVER 2 LATE LLCPasadena, CA501(3)Community Development$6,170
Capital Region Literacy CouncilHarrisburg, PA501(3)Educational$6,000
Cumberland Valley Preservation Society at Silver SpringMechanicsburg, PA501(3)Community Development$6,000
Healthy Steps Diaper BankHarrisburg, PA501(3)Human Service$6,000
Lutheran World ReliefBaltimore, MD501(3)Human Service$6,000
Medards HouseNew Cumberland, PA501(3)Human Service$6,000
OVER THE RAINBOW CHILDREN'S ADVOCACY CENTERChambersburg, PA501(3)Human Service$6,000
Pennsylvania State University - Harrisburg (scholarship)Middletown, PA501(3)Educational$6,000
Waynesboro Area Business Education and Community FoundationWaynesboro, PA501(3)Community Development$6,000
Evangelical Lutheran Church in AmericaMerrifield, VA501(3)Religion$5,881
Calvary Chapel LebanonLebanon, PA501(3)Human Service$5,846
Millersburg BoroughMillersburg, PA501(3)Community Development$5,764
Historical Society of Dauphin CountyHarrisburg, PA501(3)Arts, Humanities$5,614
Gfwc PennsylvaniaCamp Hill, PA501(3)Community Development$5,551
Chautauqua Foundation IncChautauqua, NY501(3)Environmental$5,500
Theatre HarrisburgHarrisburg, PA501(3)Arts, Humanities$5,117
New Cumberland Olde Towne FoundationNew Cumberland, PA501(3)Educational$5,100
Operation MedicalHarrisburg, PA501(3)Health$5,001
Pushti Margiya Vaishnav SamajSchuylkill Haven, PA501(3)Religion$5,001
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$133,239
Fundraising Gross Income$128,685
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Friends of Austin - Golf Outing$52,194$24,531-$24,531
Amanda Strouss - Golf Outing$44,560$22,431$2,238$20,193
Total Events$245,057$128,660$132,605$-3,945
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liab to Res Provider - Agency Funds$8,070,892
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The foundation's internal revenue service (irs) form 990 is sent to the directors and officers electronically prior to sending it to the irs. The foundation's board of directors has delegated to the audit committee the responsibility to review, in detail, the foundation's irs form 990 either before or after filing with the irs.

Form 990, Part VI, Section B, Line 12C

All directors, officers, employees and standing committee members, including regional foundation directors, are required to file annual disclosure statements. Those directors having affiliations with grantee organizations as shown on the current list of conflicts developed from the disclosure statements are noted as abstaining from votes on grants to those organizations. The foundation maintains a chart that includes all affiliations to provide easy access to the information when needed.

Form 990, Part VI, Section B, Line 15

A consultant prepares a compensation report for the personnel committee. The executive committee prepares an overview of the professional goals for the year. Annual compensation is given based on information in the compensation report and professional goal report.

Form 990, Part VI, Section C, Line 19

The conflict of interest policy is in the foundation's by-laws at article xiii, in the relationship with applicants section of the employee handbook, and in policy statements adopted by the board of directors. The foundation's governing document, by-laws, articles of incorporation, and policy statements are available upon request from the foundation's president. The foundation distributes an annual report which contains financial information, and its financial statements to donors, fundholders and interested persons.

Page 1, Section C, Doing Busines as

Dillsburg area community foundation franklin county community foundation greater harrisburg community foundation mechanicsburg area community foundation perry county community foundation

Filing and Contact Details

Filer

Filer Name
The Foundation for Enhancing Communities
EIN
01-0564355
Phone
7172365040
Address
200 NORTH 3RD STREET 8TH FLOOR, HARRISBURG, PA 17101
Doing Business As
See Schedule O

Signing Officer

Name
Janice Black
Title
President & CEO
Phone
7172365040
Signed
2022-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Black
Formed
1920
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
22
Volunteers
218

Preparer

Firm
MAHER DUESSEL CPA'S
Address
1800 LINGLESTOWN ROAD SUITE 306, HARRISBURG, PA 17110
Preparer
Jennifer Cruverkibi
Phone
7172321230
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A, Statement of Program Service Accomplishments

The foundation for enhancing foundation (tfec) is a community foundation established in 1920. We are the 18th oldest community foundation in the united states. Tfec has 950 funds and serves a geographical area of five and a half counties including, cumberland, dauphin, franklin, lebanon, perry and northern york in the dillsburg area, where all the nonprofits in those counties are eligible to apply for discretionary funding each year. Our donors live across the united states. Tfec has five regional foundations. Each has an advisory committee of local leaders from the regional area represented, who know their community. They are responsible for the establishment of new funds, marketing and educating professional advisors and potential donors of all types about the benefits of investing in their regional foundation through their contacts and leadership. They include: dillsburg area community foundation serves dillsburg area; mechanicsburg area community foundation serves mechanicsburg area zip codes 17055 and 17050; greater harrisburg community foundation serves cumberland, dauphin, franklin, lebanon, perry and dillsburg area; franklin county community foundation serves franklin county; perry county community foundation serves perry county.

Form 990, Part III, Line 4B, Statement of Program Service Accomplishments

Tfec serves as the fiscal sponsor for 75 projects. As a fiscal sponsor, tfec performs many internal functions for organizations or individuals who have a charitable purpose and wish to operate as a nonprofit organization. Using a fiscal sponsorship agreement, tfec becomes the fiscal sponsor and, for a fee, spreads the umbrella of its 501 ( c) ( 3) over the activities of the project. Five examples of our projects include: projects: emerging philanthropist program (epp) the emerging philanthropists program (epp) is a partnership between harrisburg young professionals (hyp) and the foundation for enhancing communities. It seeks to engage harrisburg's young adults who are members of hyp and are emerging business and community leaders with the great possibilities that lie within philanthropic endeavors in our region. Epp provides resources and educational opportunities for harrisburg's developing leaders who wish to be actively engaged in giving back to the community. Tfec just graduated it's seventh class and a total of 85 graduates for the past 7 years. Iptt harrisburg peace promenade becoming a project in 2018, the purpose of the project is to lessen the burdens of government by providing conservation, preservation, restoration, and dedication assistance to the care of city and county historic monuments and public arts exhibitions. Their work culminated this year in the design and installation of "meet me at the crossroads" monument commemorating the 150 and 100-year anniversaries of the fifteenth and nineteenth amendments to the u.s. Constitution, respectively. The monument encircles a pedestal that honors the history and passing of the old eighth ward, once the most ethnically diverse section of the city of harrisburg and the heart of the african-american community. Their work also includes educational workshops, performances by living history characters, and scholarly book talks. Pennsylvania cheese guild established in 2015, the charitable purpose of the project is to strengthen the future of the local agricultural industry by introducing students and future cheesemakers to careers based in regional agricultural and/or food production. The group promotes the importance of supporting local production of cheese by educating the general public, highlighting the diverse benefits of this segment of the dairy industry. The pennsylvania cheese guild promotes the highest standards of cheese making and celebrates the diversity of the cheese community in pennsylvania through partnerships, outreach and education. Hershey community garden a single idea, rooted in 2012, from a single hershey company employee, has grown into a collaboration of entities also known as the hershey impact group. They have come together to provide community residents with a place to cultivate both gardens and friendships. This 2 acres garden (including raised beds have been set aside for wheelchair gardeners and those with limited mobility) donate their produce to the hershey food bank, nearby farmer`s market, cocoa packs and for those in need. The hershey community garden offers the community the following health and community benefits: - improve nutrition through better access to fresh vegetables and fruits - support the local food movement - provide an opportunity for stress-relieving physical activity - offer a place for communication across cultures using food as a shared experience and - promote of the role of public health in improving the quality of life in hershey randi's house of angels since 2011, the mission of randi's house of angels is to be a healing place for children who are exposed to and/or are victims of domestic violence. This project offers therapeutic programs for children from 5 to 13 years of age. - randi's kidz club: a ten-week therapeutic group for children, ages 8 to 13 years, who have experienced or have been exposed to domestic violence. This program has been designed to help children cope with feelings and emotions through art th

Form 990, Part III, Line 4C, Statement of Program Service Accomplishments

Tfec initiatives: early education initiative tfec's early childhood education initiative broadens community resources by giving children and their families the tools they need to be successful, and builds strong partnerships between the community, early learning providers, and the schools. In 2017, the initiative formed an early childhood advisory committee as part of a multi-year commitment made by the tfec board of directors to improve kindergarten readiness and access to early education services. To be effective and relevant, the committee includes representatives from business and industry, community leaders, school representatives, and early learning providers within tfec's footprint service area. The committee explores the systems, partnerships, and leadership roles that best enhance and strengthen connections focusing on service to children from prenatal to five years of age, which is critical due to the lack of cohesiveness in the early education sector. The three overarching goals for 2019 in alignment with tfec's strategic plan include a more educated and engaged local business community around early education, to raise awareness of the impact of successful transitions through an expansion of our full day transition conference, and to help develop a trauma informed community through resiliency practices. The early education task force consists of experts in the field of early education from each of our five and half county area including experts from the pennsylvania department of education. Management service agreements management service agreements provide tfec the ability to perform many internal backroom functions for independent nonprofit organizations and foundations. The organization remains the legal owner of its financial assets and maintains its own governing body, and tfec provides a selection of services for a fee, according to a management services agreement. Tfec currently provides management services to 16 independent nonprofit organizations and foundations. The transactional services provided in this type of an agreement include: transactional services - establish bank accounts - establish a general ledger - input initial fund balances - establish an investment account(s) - transfer assets into proper investment accounts - accept all donations on behalf of the organization, including cash, checks, credit cards,(client is responsible for having their own credit card processing provider), publicly - traded and closely held securities, real estate, insurance policies, and other nontraditional assets - acknowledge all gifts to donors and provide tax deduction letters - prepare and record all investment pool allocations - calculate fees on all funds - process all grants and scholarships - process all vendor payments - financial reporting create and issue financial reports to the team, board of directors and other designees available reports include: - statements of financial position - statements of activity (actual vs budget) - cash flow forecast - grants paid and payable - pledges received and receivable - gifts received - return earned on the investment - list of all gifts with fund balances - statement of financial position for each fund - schedule of accounts payable - working papers for annual tax return (actual return prepared by organization's cpa firm) audit - work closely with the organization's auditor to provide all information necessary to complete the annual audit budget preparation - work closely with the staff in order to assemble the organization's annual budget payroll - prepare payroll journal entries, governmental reports, and employee deductions for taxes, benefits and savings plans (client is responsible for having own payroll provider.) investments - establish relationships with financial institutions where funds are invested - ensure that all funds are invested properly, according to investment policy guidelines - ensure that all fees charged by investment firms are appropriate - re

FORM 990, PART XI, LINE 9:

Paycheck protection program loan forgiven by sba in the current year -272,447.

THE FOUNDATION FOR ENHANCING COMMUNITIES #01-0564355

In accordance with reg. 1.170a-9(e)(11) of the internal revenue code, the foundation for enhancing communities (formerly known as the greater harrisburg foundation) (ein 01-0564355) and ghf, inc. (ein 22-2436382) have herein been reported as a single entity. Formerly, ghf, inc., although a component part of the foundation for enhancing communities, had filed separately under its own ein. Effective with the filing of the information return for the year ended december 31, 2000, a single filing is made. Tfec properties, inc. Has no income and no assets.

Financial Statement Notes

PART IV, LINE 1B:

Foundation and ghf, inc. Are the trustees for several charitable remainder trusts and charitable annuity trusts. The charitable remainder trusts require annual distributions to the donors or the donor designated beneficiary and the remainder is distributed to the foundation or other designated 501(c)(3) organization(s) at termination of the trust.

PART V, LINE 4:

Tfec utilizes the board-designated endowment funds to provide a predictable stream of funding to support its programs and mission as well as to meet cash needs for general expenditures.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special events direct expenses 133,239. Change in value of split interest agreements 498,547.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Paycheck protection program loan forgiveness 272,447.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event direct expenses 133,239.

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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt012426
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039418
IRS990/InformationTechnologyGrp/ProgramServicesAmt049832
IRS990/InformationTechnologyGrp/TotalAmt0101676
IRS990/InsuranceGrp/FundraisingAmt04150
IRS990/InsuranceGrp/ManagementAndGeneralAmt013163
IRS990/InsuranceGrp/ProgramServicesAmt016642
IRS990/InsuranceGrp/TotalAmt033955
IRS990/InvestmentIncomeGrp/ExclusionAmt01611601
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01611601
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0641736
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0602221
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0109984117
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0130909715
IRS990/IRPDocumentCnt070
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0369894
IRS990/LandBldgEquipBasisNetGrp/BOYAmt060107
IRS990/LandBldgEquipBasisNetGrp/EOYAmt065166
IRS990/LandBldgEquipCostOrOtherBssAmt0435060
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt025242368
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INSPIRING GIVING BY PARTNERING WITH DONORS TO ACHIEVE THEIR CHARITABLE GOALS, AND STRENGTHENING OUR LOCAL COMMUNITIES BY INVESTING IN THEM NOW AND FOR FUTURE GENERATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0105339400
IRS990/NetAssetsOrFundBalancesEOYAmt0125171043
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06320825
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06320825
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4554
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4554
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012752933
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0103624358
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0122650754
IRS990/NoncashContributionsAmt0492587
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt017684
IRS990/OccupancyGrp/ManagementAndGeneralAmt056098
IRS990/OccupancyGrp/ProgramServicesAmt070919
IRS990/OccupancyGrp/TotalAmt0144701
IRS990/OfficeExpensesGrp/FundraisingAmt06460
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020492
IRS990/OfficeExpensesGrp/ProgramServicesAmt025907
IRS990/OfficeExpensesGrp/TotalAmt052859
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-272447
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt021374
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt067804
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085718
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0174896
IRS990/OtherExpensesGrp/Desc0FISCAL SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1STAFF AND DIRECTOR DEVE
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt06376
IRS990/OtherExpensesGrp/FundraisingAmt12994
IRS990/OtherExpensesGrp/FundraisingAmt2754
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020227
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22404
IRS990/OtherExpensesGrp/ProgramServicesAmt01905768
IRS990/OtherExpensesGrp/ProgramServicesAmt125571
IRS990/OtherExpensesGrp/ProgramServicesAmt212005
IRS990/OtherExpensesGrp/ProgramServicesAmt33017
IRS990/OtherExpensesGrp/TotalAmt01905768
IRS990/OtherExpensesGrp/TotalAmt152174
IRS990/OtherExpensesGrp/TotalAmt224495
IRS990/OtherExpensesGrp/TotalAmt36175
IRS990/OtherLiabilitiesGrp/BOYAmt06547713
IRS990/OtherLiabilitiesGrp/EOYAmt08070892
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036191
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0177583
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0543946
IRS990/OtherSalariesAndWagesGrp/TotalAmt0757720
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011638
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036919
IRS990/PayrollTaxesGrp/ProgramServicesAmt046672
IRS990/PayrollTaxesGrp/TotalAmt095229
IRS990/PensionPlanContributionsGrp/FundraisingAmt01135
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03601
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04554
IRS990/PensionPlanContributionsGrp/TotalAmt09290
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0700151
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0206525
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033184
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044252
IRS990/PrincipalOfficerNm0JANICE BLACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0573761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0573761

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$161$10.7$150$17.5$14.1$3.37
2024Detailed filing. Detailed filing data is available for this year.$142$10.1$132$16.9$13.3$3.55
2023Detailed filing. Detailed filing data is available for this year.$120$8.99$111$6.32$12.4$6.09
2022Detailed filing. Detailed filing data is available for this year.$108$7.94$99.7$47.4$10.2$37.2
2021Detailed filing. Detailed filing data is available for this year.$134$8.89$125$15.9$8.56$7.35
2020Detailed filing. Detailed filing data is available for this year.$113$7.24$105$10.5$8.35$2.17
2019Detailed filing. Detailed filing data is available for this year.$98.8$7.07$91.7$13.1$12.0$1.11
2018Detailed filing. Detailed filing data is available for this year.$81.4$6.51$74.9$15.4$7.28$8.13
2017Detailed filing. Detailed filing data is available for this year.$86.0$7.11$78.8$12.9$7.89$5.06
2016Detailed filing. Detailed filing data is available for this year.$70.4$5.95$64.4$9.54$7.34$2.20
2015Detailed filing. Detailed filing data is available for this year.$63.2$5.46$57.8$9.40$7.30$2.10
2014Detailed filing. Detailed filing data is available for this year.$63.6$5.46$58.1$7.47$8.11$0.64
2013Summary only. Only limited summary data is available for this year.$62.2$5.06$57.1$7.32$9.61$2.28
2012Summary only. Only limited summary data is available for this year.$54.1$4.27$49.9$7.30$6.04$1.26
2011Summary only. Only limited summary data is available for this year.$48.7$3.90$44.8$6.54$6.10$0.44
Peer Organizations

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