Civic Intelligence

The Foundation for Enhancing Communities

990 • Fiscal year 2022 • EIN 01-0564355

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 23, 2023

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

23rd percentile

0.07x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.17x

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

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

18th percentile

$244,512

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

4th percentile

-20%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

198%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Down

$107,592,484

Down $26,464,353 (-20%) from 2021

Net Assets

Down

$99,650,301

Down $25,520,742 (-20%) from 2021

Liabilities

Down

$7,942,183

Down $943,611 (-11%) from 2021

Revenue

Up

$47,434,480

Up $31,524,751 (+198%) from 2021

Expenses

Up

$10,244,249

Up $1,685,677 (+20%) from 2021

Net Income

Up

$37,190,231

Up $29,839,074 (+406%) from 2021

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

2022

Assets$107,592,484
Liabilities$7,942,183
Net Assets$99,650,301

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

2022

Revenue$47,434,480
Expenses$10,244,249
Net Income$37,190,231
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 23, 2023
Return Version
2022v5.0
Gross Receipts
$94,614,032
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.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 will accept nothing but the highest standards of honesty, mutual respect, confidentiality and transparency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$130,909,715$103,932,995▼ $26,976,720
Savings and Temporary Cash Investments$2,228,958$2,063,146▼ $165,812
Investments Other Securities$602,221$562,422▼ $39,799
Pledges and Grants Receivable$206,525$175,559▼ $30,966
Prepaid Expenses and Deferred Charges$44,252$91,746▲ $47,494
Land, Buildings, and Equipment, Net$65,166$42,722▼ $22,444
Total Assets$134,056,837$107,592,484▼ $26,464,353
Other Assets Total-$723,894-
Liabilities
Other Liabilities$8,070,892$7,141,225▼ $929,667
Grants Payable$546,756$748,921▲ $202,165
Deferred Revenue$17,500$48,205▲ $30,705
Accounts Payable and Accrued Expenses$250,646$3,832▼ $246,814
Total Liabilities$8,885,794$7,942,183▼ $943,611
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,650,754$97,662,139▼ $24,988,615
Net Assets With Donor Restrictions$2,520,289$1,988,162▼ $532,127
Total Net Assets Fund Balance$125,171,043$99,650,301▼ $25,520,742
Total Liabilities and Net Assets / Fund Balance$134,056,837$107,592,484▼ $26,464,353

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42,722$398,692$441,414

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$97,726,000$2,636,000▼ $16,101,000$3,199,000$77,787,000
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Janice R BlackPresident & CEOFT$203,096$41,416$244,512
Kirk DemyanVP & CFOFT$157,202$69,449$226,651
Jennifer DoyleVP of Philanthropy & CommuFT$131,463$41,160$172,623

Board Members and Trustees

NameTitle
Dr Carolyn DumaresqChairman
Robert E Caplan CfaVice Chairman
Amanda OwensBoard Member
Beth Ann HancockBoard Member
David G ForneyBoard Member
David W KutzBoard Member
Esmeralda HetrickBoard Member
Jennifer ZaborneyBoard Member
Marlene KanuckBoard Member
Robert C Grubic PeBoard Member
Samir S ParikhBoard Member
Todd C SnovelBoard Member
Susan Simms MarshAssistant Secretary
David J Manbeck CPAAssistant Treasurer
L Renee Lieux-brechbielSecretary
Gregg D KloppTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Merit MarketingMarketing121 LOCUST STREET, Harrisburg, PA 17101$117,075
Revenue and Support

Revenue Composition

Contributions and Grants
$5,127,668
Program Service Revenue
$620,634
Investment Income
$41,662,251
Other Revenue
$23,927
All Other Contributions
$4,911,453
Change in Net Assets
$37,190,231

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 Traded14$401,714Fair Value
Total Noncash Contributions14$401,714-

Audited Revenue Reconciliation

Revenue per Audited Statements
$47,434,480
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-63,124,077
Total Revenue per Audited Statements
$-15,689,597
Total Revenue per Form 990
$47,434,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,532,808
Other Expenses$2,954,326
Salaries, Compensation, and Employee Benefits$1,757,115
Total Fundraising Expense$384,907
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,078,217--$5,078,217
Other Salaries and Wages$562,004$209,671$45,284$816,959
Current Officers, Directors, Trustees, and Key Employees$130,090$354,035$159,661$643,786
Grants to Domestic Individuals$454,591--$454,591
Other Employee Benefits$87,496$71,265$25,909$184,670
All Other Expenses$86,561$70,503$25,632$182,696
Advertising$86,014$70,058$25,471$181,543
Information Technology$71,008$57,835$21,027$149,870
Payroll Taxes$47,724$38,871$14,132$100,727
Fees for Services Legal$32,935$26,825$9,753$69,513
Office Expenses$32,792$26,710$9,710$69,212
Fees for Service Investment Mgmnt Fees$25,180$20,508$7,456$53,144
Insurance$18,354$14,949$5,435$38,738
Occupancy$15,584$12,694$4,615$32,893
Depreciation Depletion$13,645$11,113$4,040$28,798
Fees for Services Accounting$10,139$8,258$3,003$21,400
Fees for Services Other$9,162$7,463$2,713$19,338
Pension Plan Contributions$5,199$4,234$1,540$10,973
Other Expenses$3,251$2,648$963$6,862
Travel$1,793$1,460$531$3,784
Total Functional Expenses$8,800,641$1,058,701$384,907$10,244,249

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,328,292
Expenses per Audited Statements$10,244,249
Total Expenses per Form 990$10,244,249
Expenses Not Reported on Form 990$84,043
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sankara Eye Foundation USAMilpitas, CA501(c )(3)In Support of 82,376 Surgeries Performed 1-1-22 to 6-30-22$514,601
RANDI'S HOUSE OF ANGELSCamp Hill, PA501(c )(3)Project Closeout$158,581
Pennsylvania Community Foundation AssociationErie, PA501(c )(3)Project Closeout$120,352
Sankara Eye Foundation USAMilpitas, CA501(c )(3)General Support$105,001
Pennsylvania Assistive Technology FoundationKing of Prussia, PA501(c )(3)PROJECT BEYOND DIAGNOSIS: ADDRESSING SERVICE ACCESS GAPS AND BARRIERS$100,000
Perry County Council of the ArtsNewport, PA501(c )(3)2022 Distribution$91,033
KING'S COLLEGEWilkesbarre, PA501(c )(3)Send US Forth Campaign$77,705
St Thomas Lutheran ChurchSt Thomas, PA501(c )(3)To Be Used for General Support$49,575
RANDI'S HOUSE OF ANGELSCamp Hill, PA501(c )(3)Proejct Closeout$40,274
Bethesda Mission of HarrisburgHarrisburg, PA501(c )(3)Where Needed.$40,000
Vyo-usa IncOld Bridge, NJ501(c )(3)For General Support$40,000
Gettysburg CollegeGettysburg, PA501(c )(3)2022 Distribution$34,718
Hood CollegeFrederick, MD501(c )(3)2022 Distribution$34,718
Whitaker Center for Science and the ArtsHarrisburg, PA501(c )(3)2022 Distribution$32,012
Lehigh UniversityBethlehem, PA501(c )(3)To Be Used for the Department of Materials and Engineering$31,209
Northern York County Historical and Preservation Society IncDillsburg, PA501(c )(3)For Dill Tavern$27,178
CHILDREN'S HOSPITAL OF PHILADELPHIAPhiladelphia, PA501(c )(3)For General Operating Support$25,000
Central Pennsylvania Food BankHarrisburg, PA501(c )(3)Where Needed$25,000
Chop FoundationPhiladelphia, PA501(c )(3)General Support$25,000
Harrisburg University of Science and TechnologyHarrisburg, PA501(c )(3)Sie Fellow Program$25,000
Lebanon Valley CollegeAnnville, PA501(c )(3)For the Arnold Health Professions Pavilion$25,000
Open StageHarrisburg, PA501(c )(3)For the Board Challenge Match Gift$25,000
Sankara Eye Foundation USAMilpitas, CA501(c )(3)General Support$23,346
Beth El TempleHarrisburg, PA501(c )(3)For the Newly Renovated Memorial and Presidents Hallway$22,563
Olewine Nature Center--friends of WildwoodHarrisburg, PA501(c )(3)2022 Distribution$22,396
Pennsylvania State Health Milton S Hershey Medical CenterHershey, PA501(c )(3)To Be Used for Research in the Diagnosis and Treatment of Diseases of the Human Brain$21,895
Upmc Pinnaclehealth FoundationHarrisburg, PA501(c )(3)To Be Used for General Support for Upmc Harrisburg Hospital$21,895
Upmc Pinnaclehealth FoundationHarrisburg, PA501(c )(3)To Be Used for Hospice Purposes for Upmc Pinnacle Health System$21,895
First United Methodist ChurchMechanicsburg, PA501(c )(3)To Be Used for General Support$21,201
First United Methodist Church - ChambersburgChambersburg, PA501(c )(3)To Be Used for General Support$20,248
Wellspan Chambersburg HospitalChambersburg, PA501(c )(3)To Be Used for General Support$20,248
Aca Camper Scholarship Fundcamp WawenockRaymond, ME501(c )(3)Scholarship Fund at Camp Wawenock$20,000
Central Pennsylvania College Education FoundationSummerdale, PA501(c )(3)Grant to Provide Scholarship, Textbook and Technology Assistance to Veterans Enrolled at Central Penn College$20,000
Trinity United Church of ChristWaynesboro, PA501(c )(3)Support of Church Mission$20,000
Trinity United Church of ChristWaynesboro, PA501(c )(3)General Support$20,000
United Church of Christ Homes IncCamp Hill, PA501(c )(3)For Benevolence Fund.$20,000
United Way of the Capital RegionEnola, PA501(c )(3)Generall Support$17,500
Save the BraveTemecula, CA501(c )(3)To Advance the Mission of Save the Brave and the Work They Do With Veterans Suffering From Ptsd.$17,075
First United Methodist Church - MillersburgMillersburg, PA501(c )(3)To Be Used for General Support$16,660
Our Lady Help of ChristiansLykens, PA501(c )(3)To Be Used for General Support$16,660
Queen of Peace Roman Catholic Church of MillersburgMillersburg, PA501(c )(3)To Be Used for General Support$16,660
Harrisburg Symphony AssociationHarrisburg, PA501(c )(3)To Be Used to Support the Assistant Concertmaster Chair of the Symphony$16,131
Bethesda Mission of HarrisburgHarrisburg, PA501(c )(3)To Be Used for General Support$15,604
Camp Dudley IncWestport, NY501(c )(3)To Be Used for General Support$15,604
Central Pennsylvania Food BankHarrisburg, PA501(c )(3)To Be Used for General Support$15,604
Habitat for Humanity of the Greater Harrisburg AreaHarrisburg, PA501(c )(3)To Be Used for General Support$15,604
National Trust for Historic PreservationWashington, DC501(c )(3)To Be Used for General Support$15,604
Smithsonian InstitutionWashington, DC501(c )(3)To Be Used for General Support$15,604
The Salvation ArmyHarrisburg, PA501(c )(3)2022 Distribution$15,604
Community Action Partnership of Lancaster County IncLancaster, PA501(c )(3)Childrens Program at Domestic Violence Services of Lancaster County$15,000
Dauphin County Library SystemHarrisburg, PA501(c )(3)Capital Campaign$15,000
Disability Rights PennsylvaniaHarrisburg, PA501(c )(3)Protecting People With Disabilities in Emergencies$15,000
Harrisburg Symphony OrchestraHarrisburg, PA501(c )(3)Where Needed.$15,000
Lebanon Valley CollegeAnnville, PA501(c )(3)Salary & Work of Chaplan for Student Worship & Spiritual Life$15,000
Pennsylvania Assistive Technology FoundationKing of Prussia, PA501(c )(3)INVESTING IN THE FUTURE: FINANCIAL EDUCATION FOR FAMILIES AND YOUTH WITH DISABILITIES$15,000
Pennsylvania State Health Milton S Hershey Medical CenterHershey, PA501(c )(3)General Support$15,000
People for the Ethical Treatment of Animals (peta)Norfolk, VA501(c )(3)Unrestricted$15,000
The Arc of PennsylvaniaLemoyne, PA501(c )(3)Pennsylvania Operation House Call$15,000
United Way Foundation of the Capital RegionEnola, PA501(c )(3)General Support$15,000
United Way of the Capital RegionEnola, PA501(c )(3)General Support$15,000
Central Pa Youth BalletCarlisle, PA501(c )(3)To Be Used for General Support$14,514
Keystone Human ServicesHarrisburg, PA501(c )(3)To Be Used for General Support$14,514
Harrisburg AcademyWormleysburg, PA501(c )(3)SCHOLARSHIPS FOR: JAMES FOX $6343, NATALIA LAWSON $6000 AND WILLIAM PAUL $2000$14,343
RANDI'S HOUSE OF ANGELSCamp Hill, PA501(c )(3)Project Closeout$14,168
St Pauls Lutheran ChurchNewport, PA501(c )(3)2022 Distribution$14,082
The Wildcat FoundationMechanicsburg, PA501(c )(3)2022 Distribution$13,894
Jewish Federation of Greater HarrisburgHarrisburg, PA501(c )(3)General Operations$13,200
New York Studio School of Drawing Painting and SculptureNew York, NY501(c )(3)General Support$13,000
Summer Program for YouthCarlisle, PA501(c )(3)Transformative Experiences and Memories of a Lifetime for Spy Campers$12,955
Capitol Theatre Center FoundationChamberburg, PA501(c )(3)2022-2023 Capitol Theatre Season$12,796
CHILDREN'S AID SOCIETYNew Oxford, PA501(c )(3)To Be Used for General Support$12,647
Network MinistriesChambersburg, PA501(c )(3)To Be Used for General Support$12,258
First United Methodist ChurchMechanicsburg, PA501(c )(3)General Support$12,000
Harrisburg Symphony AssociationHarrisburg, PA501(c )(3)2022 Distribution$11,604
Sexual Assault Resource & Counseling Center of Lebanon & SchuLebanon, PA501(c )(3)Evidence-based Trauma Therapy for Child Sexual Abuse Survivors and Families$11,000
Domestic Violence Services of Cumberland & Perry CountiesCarlisle, PA501(c )(3)To Be Used for Services to Victims of Domestic Violence and Their Dependent Children$10,948
THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF CARLISLE PENNSYLVANIACarlisle, PA501(c )(3)To Be Directed to the Sexual Assault Rape Crisis Services of Cumberland County for Services to Battered Women and Physically and Sexually Abused Children$10,948
Homeland HospiceHarrisburg, PA501(c )(3)In-home Relief Program$10,823
Congregation Ner TamidRancho Palos Verdes, CA501(c )(3)2022 Distribution$10,811
Gonzaga College High SchoolWashington, DC501(c )(3)For Needy Minority Students Attending Gonzaga College High School in Washington, D.c.$10,738
Joseph T Simpson Public LibraryMechanicsburg, PA501(c )(3)2022 Distribution$10,694
Lebanon Valley CollegeAnnville, PA501(c )(3)To Be Used to Underwrite Annual Scholarship Support for Minority Students With Permanent Homes Within a 40 Miles Radius$10,135
A Moment of MagicNew York, NY501(c )(3)TO COVER THE BRAVERY BAGS WITH UPSTREAM'S PILLARS WITH PURPOSE.$10,000
ALZHEIMER'S ASSOCIATIONTowson, MD501(c )(3)Bge Smart Energy Open Golf Sponsorship$10,000
Bishop Mcdevitt High SchoolHarrisburg, PA501(c )(3)Development and Scholarships$10,000
Brethren Housing AssociationHarrisburg, PA501(c )(3)Preventing Ongoing Homelessness for Single Parents and Kids$10,000
Camp Hebron IncHalifax, PA501(c )(3)2 Volleyball Systems$10,000
Community Action CommissionHarrisburg, PA501(c )(3)Perry County Resource Center Parents as Teachers Program$10,000
Cumberland Valley School of MusicChambersburg, PA501(c )(3)Arts Integrated Preschool Meadow Creek Expansion$10,000
Dauphin County CasaHarrisburg, PA501(c )(3)Dauphin County Casa$10,000
Diocese of HarrisburgHarrisburg, PA501(c )(3)2022 Diocesan Annual Appeal Holy Name of Jesus Church Goal$10,000
Jewish Federation of Greater HarrisburgHarrisburg, PA501(c )(3)For the Grass Campus$10,000
Millersburg Area Pool AssociationMillersburg, PA501(c )(3)Pool Rejuvenation Project$10,000
Millersburg Ferry Boat AssociationMillersburg, PA501(c )(3)Development of First Mates$10,000
Mt Gretna School of ArtMount Gretna, PA501(c )(3)50% FOR THE SUMMER LECTURE PROGRAM AND50% FOR GENERAL PURPOSES$10,000
People for the Ethical Treatment of Animals (peta)Norfolk, VA501(c )(3)Unrestricted$10,000
Physicians Committee for Responsible MedicineWashington, DC501(c )(3)Unrestricted$10,000
Rebuilding Together Greater Hbg IncHarrisburg, PA501(c )(3)Home Repair Program$10,000
Susquehanna Art MuseumHarrisburg, PA501(c )(3)This Grant Is to Be Used to Market the Programs and Services of the Museum.$10,000
Susquehanna Art MuseumHarrisburg, PA501(c )(3)General Support$10,000
The Lebanon Valley ConservancyLebanon, PA501(c )(3)General Support$10,000
Twin Valley PlayersMillersburg, PA501(c )(3)Summer Musical Production$10,000
United Way of the Capital RegionEnola, PA501(c )(3)Annual Donation$10,000
United Way of the Capital RegionEnola, PA501(c )(3)Capital Campaign$10,000
Ywca of Greater HarrisburgHarrisburg, PA501(c )(3)Ywca 21-day Challenge & Race Against Racism$10,000
Ywca of Greater HarrisburgHarrisburg, PA501(c )(3)Domestic/sexual Violence and Homelessness Project$10,000
Wellspan PhilhavenMount Gretna, PA501(c )(3)2022 Distribution$9,694
21st Century Education FoundationAnnapolis, MD501(c )(3)TO HELP VAN BOKKELEN ELEMENTARY SCHOOL'S NEEDS.$9,500
Franklin County Historical Society - KittochtinnyChambersburg, PA501(c )(3)Restoration of Textile Lithograph of Abraham Lincoln$9,500
Jewish Family Service of Greater HarrisburgHarrisburg, PA501(c )(3)To Be Used for General Support$9,467
New Hope Ministries IncDillsburg, PA501(c )(3)Meeting the Needs of Low-income Mechanicsburg Residents$9,121
Carlisle Rotary Club FoundationCarlisle, PA501(c )(3)Account Closeout$9,113
New Guilford Brethren ChurchChambersburg, PA501(c )(3)To Be Used for General Support in Memory of N. Ernest Wingert and His Two Sisters Emma E. Wingert and Hannah M. Wingert$9,072
Bridge of Hope Harrisburg AreaHarrisburg, PA501(c )(3)Rental, Homeownership, and Emergency Assistance for Single Mothers and Children Experiencing Homelessness$9,000
Trinity Washington UniversityWashington, DC501(c )(3)To Be Used for a Scholarship Based on Pre-determined Criteria$8,938
YesliberiaOklahoma City, OK501(c )(3)FOR THE "HOP ON THE BUS" CAMPAIGN TO PURCHASE A SCHOOL BUS$8,830
West Shore Wildlife CenterEtters, PA501(c )(3)Wildlife Rehabilitation Program Growth$8,640
Presbyterian Homes IncDillsburg, PA501(c )(3)To Be Used for General Support$8,482
St Thomas Cemetery AssociationSt Thomas, PA501(c )(3)To Be Used for General Support$8,410
St Thomas Twp Volunteer Fire CompanySt Thomas, PA501(c )(3)To Be Used to Purchase New Internal Equipment for the Ambulance.$8,410
Camp KoalaKingston, PA501(c )(3)2022 Distribution$8,408
Coyle Free LibraryChambersburg, PA501(c )(3)To Be Used for General Support$8,103
Cumberland Valley Animal Shelter IncChambersburg, PA501(c )(3)To Be Used for General Support$8,103
Menno Haven IncChambersburg, PA501(c )(3)To Be Used for General Support$8,103
Spiritrust LutheranYork, PA501(c )(3)To Be Used for General Support$8,103
Wellspan Chambersburg HospitalChambersburg, PA501(c )(3)To Be Used for General Support$8,103
Castaway Critters the James a Hueholt Mem Foundation for AnimalsHarrisburg, PA501(c )(3)Operation Catnip$8,000
Greenlight OperationLemoyne, PA501(c )(3)Restoration Home Project$8,000
Little Theatre of MechanicsburgMechanicsburg, PA501(c )(3)Where Needed.$8,000
Lykens Valley Childrens MuseumElizabethville, PA501(c )(3)Steam Station Express$8,000
Waynesboro Community & Human Services IncWaynesboro, PA501(c )(3)HOMELESSNESS PREVENTION: EMERGENCY FINANCIAL FUND$8,000
Bethesda Mission of HarrisburgHarrisburg, PA501(c )(3)To Be Used for General Support$7,997
Spayneuter Assistance Program Inc (snap)Harrisburg, PA501(c )(3)Remaining 2022 Distribution$7,919
Witf IncHarrisburg, PA501(c )(3)To Be Used for General Support$7,773
Whitaker Center for Science and the ArtsHarrisburg, PA501(c )(3)2022 Distribution$7,594
Joshi Health FoundationMechanicsburg, PA501(c )(3)General Support$7,501
Arts Alliance of Greater Waynesboro IncWaynesboro, PA501(c )(3)DESTINATION ARTS! PERFORMANCE SERIES$7,500
Camp Hill Presbyterian ChurchCamp Hill, PA501(c )(3)<BR>SUSTAINING$7,500
Employment Skills CenterCarlisle, PA501(c )(3)Aspire - Employability and Training Workshops$7,500
Harrisburg Mens ChorusHarrisburg, PA501(c )(3)IT'S FINALLY TIME TO COME OUT FOR THE HOLIDAYS, AGAIN$7,500
Open StageHarrisburg, PA501(c )(3)The Good at Heart Festival$7,500
Oryoki Zendo Integrative Mindfulness TherapiesHarrisburg, PA501(c )(3)To Assist in Funding of Needy Jazz Musicians.$7,500
Oryoki Zendo Integrative Mindfulness TherapiesHarrisburg, PA501(c )(3)To Support Needy Jazz Musicians$7,500
Sankofa African American Theatre CompanyHarrisburg, PA501(c )(3)SANKOFA AFRICAN AMERICAN THEATRE COMPANY'S 2022-23 PRODUCTION AND EDUCATIONAL PROGRAMMING$7,500
The Performance Zone IncNew York, NY501(c )(3)COCOON STEELTON PA: THE MIGRATIONS OF MANY$7,464
Harrisburg Area YmcaHarrisburg, PA501(c )(3)Northern Dauphin County Branch Ymca Mentoring Program$7,412
Wildheart International MinistriesHarrisburg, PA501(c )(3)Love the Hill Summer Project$7,325
Brethren Housing AssociationHarrisburg, PA501(c )(3)Providing Access to Therapy for Single Mothers Experiencing Homelessness$7,000
Campus Crusade for ChristOrlando, FL501(c )(3)General Operating Support$7,000
Capital Area Therapeutic Riding AssociatonGrantville, PA501(c )(3)Catra Scholarship Program$7,000
Community Check Up Center of South Harrisburg IncHarrisburg, PA501(c )(3)Providing Long Acting Reversible Contraception for Uninsured Women$7,000
Cumberland Valley Breast Care Alliance IncChambersburg, PA501(c )(3)Mammagift Project$7,000
Employment Skills CenterCarlisle, PA501(c )(3)Aspire Plus-success Academy for Women & Girls$7,000
Join Hands MinistryNew Bloomfield, PA501(c )(3)Rural Poor Outreach and Empowerment$7,000
Leaf Project IncLandisburg, PA501(c )(3)Pre-k Produce Partnership$7,000
Penns Youth InitiativeChambersburg, PA501(c )(3)PENN'S YOUTH INITIATIVE- FRANKLIN COUNTY$7,000
Penns Youth InitiativeChambersburg, PA501(c )(3)PENN'S YOUTH INITIATIVE - FRANKLIN$7,000
The Boys & Girls Club of Chambersburg and ShippensburgShippensburg, PA501(c )(3)Expanding Access & Exposure to Arts Program$7,000
Leaf Project IncLandisburg, PA501(c )(3)LEAF PROJECT'S YEAR ROUND INTERNSHIPS$6,908
PenncaresHanover, PA501(c )(3)Brain Health Navigation Supporting Memory and Aging$6,832
Cumberland Valley School of MusicChambersburg, PA501(c )(3)Arts Integrated Preschool Meadow Creek Expansion$6,800
Dauphin County Library SystemHarrisburg, PA501(c )(3)Stepping Stones to Milestones$6,800
Dickinson CollegeCarlisle, PA501(c )(3)FOR THE MCANDREWS FUND FOR ATHLETICS: WHIRLPOOL DONATION$6,800
Joseph T Simpson Public LibraryMechanicsburg, PA501(c )(3)School Readiness & Enhancement$6,800
Perry County Council of the ArtsNewport, PA501(c )(3)Pcca Early Art Education (drop-in Art)$6,800
Employment Skills CenterCarlisle, PA501(c )(3)Nurse Aide Training for Residents of Franklin County$6,784
South Central Community Action ProgramsChambersburg, PA501(c )(3)The Gleaning Project$6,784
Lincoln Intermediate Unit 12 Franklin County Literacy CouncilChambersburg, PA501(c )(3)Building Capacity to Outreach to and Serve Non-english Speakers$6,676
Big Brothers-big Sisters of the Capital Region IncHarrisburg, PA501(c )(3)2022-2023 School-based Mentoring in the 17050/17055 Community$6,598
ElcaChicago, IL501(c )(3)To Be Used to Support World Hunger$6,569
Joseph T Simpson Public LibraryMechanicsburg, PA501(c )(3)To Be Used by the Library for the Sole Purpose of Supporting Its Acquisition of Books for Readers of All Ages$6,564
IT'S NEVER 2 LATE LLCPasadena, CA501(c )(3)For Services Provided to Residents of Bent Creek (17,18,19,20,21,22,23,24)$6,361
Diaper Depot at CentralChambersburg, PA501(c )(3)Diaper Depot at Central$6,329
Orphanos FoundationCordova, TN501(c )(3)To Support Point Honduras Home Construction.$6,200
Keystone Service Systems IncHarrisburg, PA501(c )(3)Health and Safety Investments$6,198
Ywca of Greater HarrisburgHarrisburg, PA501(c )(3)2022 Distribution$6,197
The Capital Region Literacy CouncilHarrisburg, PA501(c )(3)Clrc the Great Book Adventure$6,086
Children Aid SocietyNew Oxford, PA501(c )(3)The Lehman Center Crisis Nursery$6,000
Dauphin County CasaHarrisburg, PA501(c )(3)Dauphin County Casa$6,000
Friends of the West Shore Theatre IncNew Cumberland, PA501(c )(3)Front Tri-panel Window and 2 Seats$6,000
Healthy Steps Diaper BankHarrisburg, PA501(c )(3)Ending Diaper Need and Period Poverty in South Central Pennsylvania.$6,000
Lebanon Valley Volunteers in MedicineLebanon, PA501(c )(3)Lebanon Valley Volunteers in Medicine - Free Walk-in Clinic$6,000
The Salvation ArmyHarrisburg, PA501(c )(3)Clothing & Shoes for Local Children in Need$6,000
The Salvation ArmyHarrisburg, PA501(c )(3)COOKING MATTERS: MAKING FAMILY MEALS FAST, HEALTHY, AND AFFORDABLE$6,000
Vickies Angel Walk IncNew Cumberland, PA501(c )(3)Eliminating Financial Challenges for Families Fighting Cancer$6,000
Theatre HarrisburgHarrisburg, PA501(c )(3)To Be Used for General Support$5,991
Whitaker Center for Science and the ArtsHarrisburg, PA501(c )(3)To Be Used for Free Admission for Needy Students to the Science Exhibits and Programs$5,959
Capital Area Girls on the RunEnola, PA501(c )(3)FOSTERING MENTALLY, PHYSICALLY, EMOTIONALLY AND SOCIALLY STRONG, HEALTHY AND CONFIDENT GIRLS: GOTR CAPITAL AREA$5,957
Jewish Federation of Greater HarrisburgHarrisburg, PA501(c )(3)2022 Distribution$5,885
Mechanicsburg Presbyterian ChurchMechanicsburg, PA501(c )(3)To Be Used for General Support$5,762
David & Libby Rosen Center for Healthy FamiliesHarrisburg, PA501(c )(3)Stone House Arts$5,750
Range Fore HopeBlythewood, SC501(c )(3)This Will Secure Driving Range Time at Cobblestone Golf Club for 2 Hours Once Weekly for Nine Months for Military Families and Veterans$5,702
Carlisle Cares Dba Community CaresCarlisle, PA501(c )(3)Cumberland Street Reach$5,669
Gfwc PennsylvaniaCamp Hill, PA501(c )(3)2022 Distribution$5,666
Historical Society of Millersburg and Upper Paxton TownshipMillersburg, PA501(c )(3)To Be Used for the Lighting Project for the Museum and the Purchase of Display Cabinets for the Middle and High Schools$5,612
Board of Child Care - Mechanicsburg CampusMechanicsburg, PA501(c )(3)STRENGTHENING FAMILIES PROGRAM: FOR PARENTS AND YOUTH 10-14$5,500
Chautauqua Foundation IncChautauqua, NY501(c )(3)Annual Chautauqua Fund Campaign$5,500
International Generosity FoundationClearwater, FL501(c )(3)GIFT IS TO THE VIEUX FORT CHILDREN'S HOME, THROUGH THE VIEUX FORT CHILDREN'S SOCIETY.$5,500
Making a Difference of Lebanon PaLebanon, PA501(c )(3)Interactive Art for Underrepresented Communities in Lebanon, Pa$5,500
Together Change Through CommunityMiddletown, PA501(c )(3)TOGETHER:CHANGE THROUGH COMMUNITY$5,500
Gretna Productions IncMount Gretna, PA501(c )(3)GRETNA THEATRE'S SUMMER APPRENTICESHIP PROGRAM$5,400
New Cumberland Fire DepartmentNew Cumberland, PA501(c )(3)To Be Used for General Support$5,281
Jewish Federation of Greater HarrisburgHarrisburg, PA501(c )(3)For Annual Support$5,256
The Silver AcademyHarrisburg, PA501(c )(3)For Scholarship Support$5,256
Lgbt Center of Central PaHarrisburg, PA501(c )(3)COMMON ROADS: SUPPORTING LGBTQ+ YOUTH IN OUR COMMUNITY$5,198
Farm of Hope IncHershey, PA501(c )(3)LIFE SKILLS EXPANSION PROGRAM: NUTRITION, STRENGTH-BUILDING, ENVIRONMENT$5,192
Men of the Southeast League FieldHarrisburg, PA501(c )(3)For Harrisburg Rbi$5,189
Feel Your Boobies FoundationHarrisburg, PA501(c )(3)General Support$5,166
Mechanicsburg Area School DistrictMechanicsburg, PA501(c )(3)To Be Used to Pay for the Use of Musical Instruments and Band Uniforms for Financially Needy Elementary, Secondary and High School Mechanicsburg Area School District Students$5,145
ST JOHN'S UNITED CHURCH OF CHRISTChambersburg, PA501(c )(3)To Be Used for General Support$5,086
Catholic CharitiesHarrisburg, PA501(c )(3)St. Joan of Arc In-school Counseling Program$5,084
American Israel Education FoundationWashington, DC501(c )(3)2022 Distribution$5,072
Chambersburg Area Council for the ArtsChambersburg, PA501(c )(3)Free Youth Arts Education Program$5,007
Hindu American Religious InstituteNew Cumberland, PA501(c )(3)General Support$5,001
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$107,970
Fundraising Direct Expenses$84,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Power of the Purse$44,747$22,821$10,750$12,071
RANDI'S RACE$39,033$5,855$5,560$295
Total Events$319,300$107,929$83,446$24,483
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$6,397,855
Operating Lease Liability$743,370
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, standing and fund advisory 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
2023-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Black
Formed
1920
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
24
Volunteers
187

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 63 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. Three examples of our projects include: projects: heart of lemoyne mural project this project spent 18 months producing a beautiful portrait mural of 400 years of lemoyne's history from a transportation lens and an event lens. Because they painted the mural on a specialty cloth, the project was able to "hang" the mural (like wallpaper) over a one week's time and celebrated with a community dedication and celebration in june of 2017. Thousands of cars pass by the "lemoyne passage" mural every day and community pride is visible whenever the subject of the mural comes up. Farmers market in hershey for the past 7 years, the market supports over 25 local vendors selling locally grown fruits and vegetables, dairy products, meats, baked goods, and other specialty items. It benefits over 50 local small businesses, artisans, and musicians. The market serves over 8,000 people annually and provides over 1,000 free health screenings and education sessions by penn state health milton s. Hershey medical center health professionals. It offers weekly health programming at the market and hands-on activities. Cooking tips and recipes are highlighted for using the fresh produce from the market. The market supports "prescription produce," a program in which penn state college of medicine students coach at risk youth and their families on healthy choices for eating. The market supplies fresh fruits, vegetables, and education to underserved and food insecure populations in our region. It provides a weekly, wholesome family and community gathering featuring music, local musicians, and a breadth of diverse talent. 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.

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

Tfec initiatives: early education initiative the mission of the tfec early education initiative is to cultivate, convene and strengthen community opportunities for growth, safety, and wellness for all children, now and for future generations. The tfec early education initiative is guided by the expertise of the tfec early education advisory committee. 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 include a more educated and engaged local business community around early education, to raise awareness of the importance of school readiness skills along with successful transitions into kindergarten, and to help develop a resilient community through practices such as the basics. The basics strategy is grounded in five proven, science-based principles for early learning and brain development. The early education advisory committee consists of experts in the field of early education from each of our five and half county area including experts from the pennsylvania key, the early learning resource center, and the office of child development and early learning. Management service agreements management service agreements provide the foundation for enhancing communities 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. 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 -rocess 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 -rebalance investment portfolio on a monthly basis -provide monthly investment reports -review all investments quarterly using the expertise of tfec's investment advisory committee planned giving services planned g

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:

Change in value of split interest agreements -497,147. Special events direct expenses 84,043.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event direct expenses 84,043.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm2L RENEE LIEUX-BRECHBIEL
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN SIMMS MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm4GREGG D KLOPP
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID J MANBECK CPA
IRS990/Form990PartVIISectionAGrp/PersonNm6BETH ANN HANCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT C GRUBIC PE
IRS990/Form990PartVIISectionAGrp/PersonNm8ESMERALDA HETRICK
IRS990/Form990PartVIISectionAGrp/PersonNm9DAVID G FORNEY
IRS990/Form990PartVIISectionAGrp/PersonNm10SAMIR S PARIKH
IRS990/Form990PartVIISectionAGrp/PersonNm11AMANDA OWENS
IRS990/Form990PartVIISectionAGrp/PersonNm12MARLENE KANUCK
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID W KUTZ
IRS990/Form990PartVIISectionAGrp/PersonNm14TODD C SNOVEL
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNIFER ZABORNEY
IRS990/Form990PartVIISectionAGrp/PersonNm16JANICE R BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm17KIRK DEMYAN
IRS990/Form990PartVIISectionAGrp/PersonNm18JENNIFER DOYLE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OF PHILANTHROPY & COMMU
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01920
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0216215
IRS990/FundraisingDirectExpensesAmt084043
IRS990/FundraisingGrossIncomeAmt0107970
IRS990/GainOrLossGrp/SecuritiesAmt039792019
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt04829002
IRS990/GrantsPayableGrp/BOYAmt0546756
IRS990/GrantsPayableGrp/EOYAmt0748921
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0454591
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0454591
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05078217
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05078217
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt086887528
IRS990/GrossReceiptsAmt094614032
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt021027
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt057835
IRS990/InformationTechnologyGrp/ProgramServicesAmt071008
IRS990/InformationTechnologyGrp/TotalAmt0149870
IRS990/InsuranceGrp/FundraisingAmt05435
IRS990/InsuranceGrp/ManagementAndGeneralAmt014949
IRS990/InsuranceGrp/ProgramServicesAmt018354
IRS990/InsuranceGrp/TotalAmt038738
IRS990/InvestmentIncomeGrp/ExclusionAmt01870232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01870232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0602221
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0562422
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0130909715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0103932995
IRS990/IRPDocumentCnt0104
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0398692
IRS990/LandBldgEquipBasisNetGrp/BOYAmt065166
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042722
IRS990/LandBldgEquipCostOrOtherBssAmt0441414
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047095509
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.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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt099650301
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt023927
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt097662139
IRS990/NoncashContributionsAmt0401714
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04615
IRS990/OccupancyGrp/ManagementAndGeneralAmt012694
IRS990/OccupancyGrp/ProgramServicesAmt015584
IRS990/OccupancyGrp/TotalAmt032893
IRS990/OfficeExpensesGrp/FundraisingAmt09710
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026710
IRS990/OfficeExpensesGrp/ProgramServicesAmt032792
IRS990/OfficeExpensesGrp/TotalAmt069212
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0723894
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025909
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt071265
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087496
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0184670
IRS990/OtherExpensesGrp/Desc0FISCAL SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc1STAFF AND DIRECTOR DEVE
IRS990/OtherExpensesGrp/Desc2DUES AND FEES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/FundraisingAmt014155
IRS990/OtherExpensesGrp/FundraisingAmt13877
IRS990/OtherExpensesGrp/FundraisingAmt2963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038933
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22648
IRS990/OtherExpensesGrp/ProgramServicesAmt01968003
IRS990/OtherExpensesGrp/ProgramServicesAmt147801
IRS990/OtherExpensesGrp/ProgramServicesAmt213098
IRS990/OtherExpensesGrp/ProgramServicesAmt33251
IRS990/OtherExpensesGrp/TotalAmt01968003
IRS990/OtherExpensesGrp/TotalAmt1100889
IRS990/OtherExpensesGrp/TotalAmt227643
IRS990/OtherExpensesGrp/TotalAmt36862
IRS990/OtherLiabilitiesGrp/BOYAmt08070892
IRS990/OtherLiabilitiesGrp/EOYAmt07141225
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045284
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0209671
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0562004
IRS990/OtherSalariesAndWagesGrp/TotalAmt0816959
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014132
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038871
IRS990/PayrollTaxesGrp/ProgramServicesAmt047724
IRS990/PayrollTaxesGrp/TotalAmt0100727
IRS990/PensionPlanContributionsGrp/FundraisingAmt01540
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04234
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05199
IRS990/PensionPlanContributionsGrp/TotalAmt010973
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0206525
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0175559
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044252
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt091746
IRS990/PrincipalOfficerNm0JANICE BLACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0620634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0620634
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE O
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01824752
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0703806
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0620634
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07408096
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04236626

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