Civic Intelligence

Univest Foundation

990 • Fiscal year 2014 • EIN 01-0702102

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 29, 2014

Organization ProfileWWW.UNIVESTFOUNDATION.ORG
PO Box 64197Souderton, PA 18964

(215) 721-2453

Siviq Scores

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

Liabilities / Assets

66th percentile

0.43x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

1.91x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

6.9%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$12,172,813

Up $1,845,916 (+18%) from 2013

Net Assets

Up

$6,976,513

Up $1,257,406 (+22%) from 2013

Liabilities

Up

$5,196,300

Up $588,510 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Up

$2,714,029

Up $176,114 (+6.9%) from 2013

Expenses

Up

$1,910,070

Up $900,227 (+89%) from 2013

Net Income

Down

$803,959

Down $724,113 (-47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$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

2014

Assets$12,172,813
Liabilities$5,196,300
Net Assets$6,976,513
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$2,714,029
Expenses$1,910,070
Net Income$803,959
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 29, 2014
Return Version
2013v3.0
Gross Receipts
$4,145,597
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$8,707,274$10,576,121▲ $1,868,847
Savings and Temporary Cash Investments$1,608,894$1,585,418▼ $23,476
Cash and Non-Interest-Bearing Accounts$2--
Total Assets$10,326,897$12,172,813▲ $1,845,916
Other Assets Total$10,727$11,274▲ $547
Liabilities
Other Liabilities$4,607,790$5,196,300▲ $588,510
Total Liabilities$4,607,790$5,196,300▲ $588,510
Net Assets / Fund Balance
Unrestricted Net Assets$5,301,758$6,464,517▲ $1,162,759
Temporarily Rstr Net Assets$417,349$511,996▲ $94,647
Total Net Assets Fund Balance$5,719,107$6,976,513▲ $1,257,406
Total Liabilities and Net Assets / Fund Balance$10,326,897$12,172,813▲ $1,845,916

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,063,602--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Kevin B NorrisDirector, Chairman
Linda a PlankDirector
Margaret ZookDirector
Megan Duryea SantanaDirector
Tobias BruhnDirector
Joseph BlairExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$2,156,218
Program Service Revenue
$93,330
Investment Income
$464,481
Other Revenue
$0
All Other Contributions
$2,156,218
Change in Net Assets
$803,959

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$1,101,731Avg of High and Low Pric
Total Noncash Contributions$1,101,731-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,714,029
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$453,449
Total Revenue per Audited Statements
$3,167,478
Total Revenue per Form 990
$2,714,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,910,070
Total Fundraising Expense$2,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$81,905--$81,905
Fees for Services Accounting-$10,419-$10,419
Advertising--$2,987$2,987
Insurance-$2,235-$2,235
Other Expenses$88,862$1,275-$1,275
Total Functional Expenses$1,886,839$20,244$2,987$1,910,070

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,910,070
Total Expenses per Audited Statements$1,910,070
Total Expenses per Form 990$1,910,070
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
Kenneth D HochstetlerFormer Chairman of Organization and Senior Executive Vp, Univest Corp of PaUnivest Corporation And/or Its Subsidiary Provides Investment Management Services to Univest Foundation.No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Payable$4,682,435
Charitable Gift Annuity Payable$513,865
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 11

“The executive director reviews the form 990 prior to filing. He will discuss the form 990 with the auditors if questions or issue are identified. The executive director will then forward the form 990 to the board of directors for their review. The auditors 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

EIN
01-0702102
Phone
2157212453

Signing Officer

Name
Joe Blair
Title
Executive Director
Phone
2157212453
Signed
2014-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Blair
Formed
2002
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
L Brent Kolb CPA Mt
Phone
2158225229
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain/loss donor advised 364,455. Unrealized gain/loss uf cga 88,992.”

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 audit.”

Financial Statement Notes

PART X, LINE 2:

“The audited 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 AppendixShowing 400 of 409 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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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.47190
IRS990ScheduleA/PublicSupportPY170Pct00.47620
IRS990ScheduleA/PublicSupportTotal170Amt04372897
IRS990ScheduleA/SubstantialContributorsTotAmt03808677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02156218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02276636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01153122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02113763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0481835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08181574
IRS990ScheduleA/TotalSupportAmt09266260
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/DonorAdvisedFundsContriAmt02131218
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01716072
IRS990ScheduleD/DonorAdvisedFundsHeldCnt042
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06335539
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01910070
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt025000
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0132403
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt042
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01012912
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03896497
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt15616022
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21063602
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2OTHER INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0453449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0513865
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14682435
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0453449
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02714029
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AUDITED 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/TotalBookValueProgramRltdAmt010576121
IRS990ScheduleD/TotalExpensesPerForm990Amt01910070
IRS990ScheduleD/TotalLiabilityAmt05196300
IRS990ScheduleD/TotalRevenuePerForm990Amt02714029
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03167478
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01910070
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENNETH D HOCHSTETLER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FORMER CHAIRMAN OF ORGANIZATION AND SENIOR EXECUTIVE VP, UNIVEST CORP OF PA
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/NoncashContributionsRptF990Amt01101731
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SUBCOMMITTEE'S DEALING WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO FILING. HE WILL DISCUSS THE FORM 990 WITH THE AUDITORS IF QUESTIONS OR ISSUE ARE IDENTIFIED. THE EXECUTIVE DIRECTOR WILL THEN FORWARD THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE AUDITORS 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/ExplanationTxt4UNREALIZED GAIN/LOSS DONOR ADVISED 364,455. UNREALIZED GAIN/LOSS UF CGA 88,992.
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 AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
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/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0417349
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0511996
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010326897
IRS990/TotalAssetsEOYAmt012172813
IRS990/TotalAssetsGrp/BOYAmt010326897
IRS990/TotalAssetsGrp/EOYAmt012172813
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02156218
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02987
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020244
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01886839
IRS990/TotalFunctionalExpensesGrp/TotalAmt01910070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04607790
IRS990/TotalLiabilitiesEOYAmt05196300
IRS990/TotalLiabilitiesGrp/BOYAmt04607790
IRS990/TotalLiabilitiesGrp/EOYAmt05196300
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05719107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06976513
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01886839
IRS990/TotalProgramServiceRevenueAmt093330
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0464481
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt093330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02714029
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010326897
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012172813
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05301758
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06464517
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 64197
IRS990/USAddress/City0SOUDERTON
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode018964
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.UNIVESTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212453
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNIVEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0010702102
ReturnHeader/Filer/PhoneNum02157212453
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 64197
ReturnHeader/Filer/USAddress/City0SOUDERTON
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018964
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232978340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SEITZ LEATHERMAN & KOLB LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10595 BETHLEHEM PIKE SUITE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MONTGOMERYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode018936

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,172,813
Liabilities
$5,196,300
Net assets
$6,976,513
Revenue
$2,714,029
Expenses
$1,910,070
Net income
$803,959
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