Civic Intelligence

Univest Foundation

EIN 01-0702102 • 501(c)3 • Souderton, PA

Pub. 78 Eligible

Profile

Foster charitable giving by assisting donors build donor-directed endowments for the long-term support of the causes recommended by donors which qualify as being charitable under section 501(c)(3) or other qualified organizations.

PO Box 197Souderton, PA 18964

www.univestfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.40x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

3.69x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

55th percentile

6.4%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$13,849,388

Up $640,015 (+4.8%) from 2024

Liabilities

Up

$5,548,738

Up $197,971 (+3.7%) from 2024

Net Assets

Up

$8,300,650

Up $442,044 (+5.6%) from 2024

Operations
Liabilities / Revenue93rd percentileNet Margin55th percentile

Revenue

Up

$1,502,022

Up $419,247 (+39%) from 2024

Expenses

Up

$1,405,284

Up $235,248 (+20%) from 2024

Net Income

Up

$96,738

Up $183,999 (+211%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $6,104,511Liabilities 2011: $2,823,243Net Assets 2011: $3,281,2682011Assets 2012: $6,845,318Liabilities 2012: $3,101,668Net Assets 2012: $3,743,6502012Assets 2013: $10,326,897Liabilities 2013: $4,607,790Net Assets 2013: $5,719,1072013Assets 2014: $12,172,813Liabilities 2014: $5,196,300Net Assets 2014: $6,976,5132014Assets 2015: $12,194,609Liabilities 2015: $4,303,889Net Assets 2015: $7,890,7202015Assets 2016: $10,532,299Liabilities 2016: $4,423,591Net Assets 2016: $6,108,7082016Assets 2017: $11,452,870Liabilities 2017: $4,796,314Net Assets 2017: $6,656,5562017Assets 2018: $11,694,819Liabilities 2018: $4,996,245Net Assets 2018: $6,698,5742018Assets 2019: $11,396,494Liabilities 2019: $4,904,301Net Assets 2019: $6,492,1932019Assets 2020: $11,914,126Liabilities 2020: $5,163,144Net Assets 2020: $6,750,9822020Assets 2021: $14,999,985Liabilities 2021: $6,552,050Net Assets 2021: $8,447,9352021Assets 2022: $12,472,061Liabilities 2022: $5,422,925Net Assets 2022: $7,049,1362022Assets 2023: $12,683,154Liabilities 2023: $5,278,853Net Assets 2023: $7,404,3012023Assets 2024: $13,209,373Liabilities 2024: $5,350,767Net Assets 2024: $7,858,6062024Assets 2025: $13,849,388Liabilities 2025: $5,548,738Net Assets 2025: $8,300,6502025

Highlighted filing

2025

Assets$13,849,388
Liabilities$5,548,738
Net Assets$8,300,650
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $982,3352011Expenses 2012: $777,0992012Revenue 2013: $2,537,915Expenses 2013: $1,009,843Net Income 2013: $1,528,0722013Revenue 2014: $2,714,029Expenses 2014: $1,910,070Net Income 2014: $803,9592014Revenue 2015: $2,865,624Expenses 2015: $1,972,325Net Income 2015: $893,2992015Revenue 2016: $2,003,878Expenses 2016: $3,515,043Net Income 2016: -$1,511,1652016Revenue 2017: $2,270,963Expenses 2017: $2,094,461Net Income 2017: $176,5022017Revenue 2018: $1,994,516Expenses 2018: $1,762,445Net Income 2018: $232,0712018Revenue 2019: $1,174,278Expenses 2019: $1,411,787Net Income 2019: -$237,5092019Revenue 2020: $1,851,575Expenses 2020: $1,310,716Net Income 2020: $540,8592020Revenue 2021: $2,567,153Expenses 2021: $2,630,581Net Income 2021: -$63,4282021Revenue 2022: $1,064,806Expenses 2022: $1,052,330Net Income 2022: $12,4762022Revenue 2023: $1,380,386Expenses 2023: $1,109,899Net Income 2023: $270,4872023Revenue 2024: $1,082,775Expenses 2024: $1,170,036Net Income 2024: -$87,2612024Revenue 2025: $1,502,022Expenses 2025: $1,405,284Net Income 2025: $96,7382025

Highlighted filing

2025

Revenue$1,502,022
Expenses$1,405,284
Net Income$96,738
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,849,388
Liabilities
$5,548,738
Net assets
$8,300,650
Revenue
$1,502,022
Expenses
$1,405,284
Net income
$96,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.8$5.55$8.30$1.50$1.41$0.10
2024Detailed filing. Detailed filing data is available for this year.$13.2$5.35$7.86$1.08$1.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$12.7$5.28$7.40$1.38$1.11$0.27
2022Detailed filing. Detailed filing data is available for this year.$12.5$5.42$7.05$1.06$1.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$15.0$6.55$8.45$2.57$2.63$0.06
2020Detailed filing. Detailed filing data is available for this year.$11.9$5.16$6.75$1.85$1.31$0.54
2019Detailed filing. Detailed filing data is available for this year.$11.4$4.90$6.49$1.17$1.41$0.24
2018Detailed filing. Detailed filing data is available for this year.$11.7$5.00$6.70$1.99$1.76$0.23
2017Detailed filing. Detailed filing data is available for this year.$11.5$4.80$6.66$2.27$2.09$0.18
2016Detailed filing. Detailed filing data is available for this year.$10.5$4.42$6.11$2.00$3.52$1.51
2015Detailed filing. Detailed filing data is available for this year.$12.2$4.30$7.89$2.87$1.97$0.89
2014Detailed filing. Detailed filing data is available for this year.$12.2$5.20$6.98$2.71$1.91$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$4.61$5.72$2.54$1.01$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.85$3.10$3.74$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$2.82$3.28$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Gross Receipts
$3,128,582
Mission and Program Overview

Mission

Foster charitable giving by assisting donors build donor-directed endowments for the long-term support of the causes recommended by donors which qualify as being charitable under section 501(c)(3) or other qualified organizations.

Foster charitable giving to section 501(c)(3) organizations or other qualified organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$11,100,093$11,730,088▲ $629,995
Savings and Temporary Cash Investments$2,103,532$2,110,541▲ $7,009
Total Assets$13,209,373$13,849,388▲ $640,015
Other Assets Total$5,748$8,759▲ $3,011
Liabilities
Other Liabilities$5,348,981$5,548,738▲ $199,757
Accounts Payable and Accrued Expenses$1,786$0▼ $1,786
Total Liabilities$5,350,767$5,548,738▲ $197,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,478,783$7,795,907▲ $317,124
Net Assets With Donor Restrictions$379,823$504,743▲ $124,920
Total Net Assets Fund Balance$7,858,606$8,300,650▲ $442,044
Total Liabilities and Net Assets / Fund Balance$13,209,373$13,849,388▲ $640,015

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$9,907,683--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
William Van SantChairperson
Marci ShankweilerVice President
Joanne O KlineDirector
Maria P EspositoSecretary
Brittany L TresslerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$960,536
Program Service Revenue
$117,465
Investment Income
$424,021
Other Revenue
$0
Change in Net Assets
$96,738

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$317,066Avg of High and Low Pric
Total Noncash Contributions$317,066-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,502,022
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$410,415
Total Revenue per Audited Statements
$1,912,437
Total Revenue per Form 990
$1,502,022
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,405,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$109,009$55,614-$164,623
Fees for Services Accounting-$9,029-$9,029
Insurance-$2,673-$2,673
Other Expenses$1,228,364$595-$595
Total Functional Expenses$1,337,373$67,911$0$1,405,284

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,405,284
Total Expenses per Audited Statements$1,405,284
Total Expenses per Form 990$1,405,284
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William Van SantSenior Vice President, Girard, a Univest Wealth Mangement DivisionUnivest Corporation And/or Its Subsidiary Provides Investment Management Services to Univest Foundation.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Payable$4,884,785
Charitable Gift Annuity Payable$663,953
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
Yes
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
No
Other officer compensation reviewed
No
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 A, Line 8B

“There are no subcommittee's dealing with authority on behalf of the governing body.”

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

“The chairperson reviews the form 990 prior to filing. He will discuss the form 990 with the accountants if questions or issue are identified. He will then forward the form 990 to the board of directors for their review. The accountants are available if the board has any questions or concerns.”

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

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person understands the conflicts of interest policy and agrees to comply with the policy.”

Form 990, Part VI, Section C, Line 19

“The organization will make available its governing documents by sending a pdf copy upon request.”

Filing and Contact Details

Filer

Filer Name
Univest Foundation
EIN
01-0702102
Phone
2157212112
Address
PO BOX 197, SOUDERTON, PA 18964

Signing Officer

Name
Brittany L Tressler
Title
Treasurer
Phone
2157212112
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brittany L Tressler
Formed
2002
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Dunlapslk Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2675943755
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial liability for cga contracts -65,109.”

Form 990, Part XII, Line 2C.

“This process has not changed from prior year. The board of directors has no committees and it annually selects and approves the independent accountant to perform the review.”

Financial Statement Notes

PART X, LINE 2:

“The reviewed financial statements state that management has concluded that there are no uncertain tax positions taken or expected to be taken that would require a recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML Appendix400 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
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IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM VAN SANT
IRS990/BooksInCareOfDetail/PhoneNum02157212112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUDERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018964
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IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt0960536
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01502022
IRS990/DAFExcessBusinessHoldingsInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01337373
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt0960536
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JOANNE O KLINE
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IRS990/Form990PartVIISectionAGrp/PersonNm2MARCI SHANKWEILER
IRS990/Form990PartVIISectionAGrp/PersonNm3MARIA P ESPOSITO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01737286
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IRS990/OtherExpensesGrp/Desc1SOFTWARE
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IRS990/PartialLiquidationInd00
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IRS990/PYOtherExpensesAmt01170036
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt095266
IRS990/PYRevenuesLessExpensesAmt0-87261
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01170036
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01082775
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt096738
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0117465
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02103532
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02110541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0960533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0486416
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0852534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0400743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01705352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04405578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0424021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0501093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0423761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0547235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0743246
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02639356
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49780
IRS990ScheduleA/PublicSupportPY170Pct00.50230
IRS990ScheduleA/PublicSupportTotal170Amt03507293
IRS990ScheduleA/SubstantialContributorsTotAmt0898285
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0960533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0486416
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0852534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0400743
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01705352
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04405578
IRS990ScheduleA/TotalSupportAmt07044934
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0861573
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01228364
IRS990ScheduleD/DonorAdvisedFundsHeldCnt069
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07757466
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01405284
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt098962
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt070979
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01168160
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0394506
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11427899
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt29907683
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0410415
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0663953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14884785
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0410415
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01502022
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE REVIEWED FINANCIAL STATEMENTS STATE THAT MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE A RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt011730088
IRS990ScheduleD/TotalExpensesPerForm990Amt01405284
IRS990ScheduleD/TotalLiabilityAmt05548738
IRS990ScheduleD/TotalRevenuePerForm990Amt01502022
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01912437
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01405284
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM VAN SANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SENIOR VICE PRESIDENT, GIRARD, A UNIVEST WEALTH MANGEMENT DIVISION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0UNIVEST CORPORATION AND/OR ITS SUBSIDIARY PROVIDES INVESTMENT MANAGEMENT SERVICES TO UNIVEST FOUNDATION.
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVG OF HIGH AND LOW PRIC
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0317066
IRS990ScheduleM/ThirdPartiesUsedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SUBCOMMITTEE'S DEALING WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIRPERSON REVIEWS THE FORM 990 PRIOR TO FILING. HE WILL DISCUSS THE FORM 990 WITH THE ACCOUNTANTS IF QUESTIONS OR ISSUE ARE IDENTIFIED. HE WILL THEN FORWARD THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE ACCOUNTANTS ARE AVAILABLE IF THE BOARD HAS ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON UNDERSTANDS THE CONFLICTS OF INTEREST POLICY AND AGREES TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE AVAILABLE ITS GOVERNING DOCUMENTS BY SENDING A PDF COPY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN ACTUARIAL LIABILITY FOR CGA CONTRACTS -65,109.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE BOARD OF DIRECTORS HAS NO COMMITTEES AND IT ANNUALLY SELECTS AND APPROVES THE INDEPENDENT ACCOUNTANT TO PERFORM THE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C.
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013209373
IRS990/TotalAssetsEOYAmt013849388
IRS990/TotalAssetsGrp/BOYAmt013209373
IRS990/TotalAssetsGrp/EOYAmt013849388
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0960536
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01337373
IRS990/TotalFunctionalExpensesGrp/TotalAmt01405284
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05350767
IRS990/TotalLiabilitiesEOYAmt05548738
IRS990/TotalLiabilitiesGrp/BOYAmt05350767
IRS990/TotalLiabilitiesGrp/EOYAmt05548738
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07858606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08300650
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01337373
IRS990/TotalProgramServiceRevenueAmt0117465
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0424021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0117465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01502022
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013209373
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013849388
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 197
IRS990/USAddress/CityNm0SOUDERTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018964
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.UNIVESTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY L TRESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212112
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0010702102
ReturnHeader/Filer/PhoneNum02157212112
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 197
ReturnHeader/Filer/USAddress/CityNm0SOUDERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018964
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAPSLK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 HORIZON DRIVE SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHALFONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018914
ReturnHeader/PreparerPersonGrp/PhoneNum02675943755
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA L DAVIS
ReturnHeader/ReturnTs02026-02-20T09:34:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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