Civic Intelligence

Univest Foundation

990 • Fiscal year 2015 • EIN 01-0702102

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

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

60th percentile

0.35x

Higher debt load relative to assets than 60% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

1.50x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

45th percentile

0.2%

Faster asset growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.6%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$12,194,609

Up $21,796 (+0.2%) from 2014

Net Assets

Up

$7,890,720

Up $914,207 (+13%) from 2014

Liabilities

Down

$4,303,889

Down $892,411 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin85th percentile

Revenue

Up

$2,865,624

Up $151,595 (+5.6%) from 2014

Expenses

Up

$1,972,325

Up $62,255 (+3.3%) from 2014

Net Income

Up

$893,299

Up $89,340 (+11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2015

Assets$12,194,609
Liabilities$4,303,889
Net Assets$7,890,720
Open 2015 Filing

Operations Trend

Revenue Growth56th 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

2015

Revenue$2,865,624
Expenses$1,972,325
Net Income$893,299
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$4,497,580
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$10,576,121$9,940,509▼ $635,612
Savings and Temporary Cash Investments$1,585,418$2,232,590▲ $647,172
Total Assets$12,172,813$12,194,609▲ $21,796
Other Assets Total$11,274$21,510▲ $10,236
Liabilities
Other Liabilities$5,196,300$4,303,889▼ $892,411
Total Liabilities$5,196,300$4,303,889▼ $892,411
Net Assets / Fund Balance
Unrestricted Net Assets$6,464,517$7,350,591▲ $886,074
Temporarily Rstr Net Assets$511,996$540,129▲ $28,133
Total Net Assets Fund Balance$6,976,513$7,890,720▲ $914,207
Total Liabilities and Net Assets / Fund Balance$12,172,813$12,194,609▲ $21,796

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,524,886--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,301,093
Program Service Revenue
$106,929
Investment Income
$457,602
Other Revenue
$0
All Other Contributions
$2,301,093
Change in Net Assets
$893,299

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$928,317Avg of High and Low Pric
Securities Closely Held Stock$150,000Third Party Appraiser
Total Noncash Contributions$1,078,317-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,865,624
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,908
Total Revenue per Audited Statements
$2,886,532
Total Revenue per Form 990
$2,865,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,972,325
Total Fundraising Expense$71
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$89,855--$89,855
Fees for Services Accounting-$17,745-$17,745
Other Expenses$149,219$1,082-$1,082
Insurance-$741-$741
Advertising--$71$71
Total Functional Expenses$1,946,371$25,883$71$1,972,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,972,325
Total Expenses per Audited Statements$1,972,325
Total Expenses per Form 990$1,972,325
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
Kevin NorrisPresident of the Wealth Management Division of 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$3,750,652
Charitable Gift Annuity Payable$553,237
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

Filer Name
Univest Foundation
EIN
01-0702102
Phone
2157212453
Address
PO BOX 64197, SOUDERTON, PA 18964

Signing Officer

Name
Joe Blair
Title
Executive Director
Phone
2157212453
Signed
2015-11-09
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

Firm
Seitz Leatherman & Kolb LLC
Address
595 BETHLEHEM PIKE SUITE 204, MONTGOMERYVILLE, PA 18936
Preparer
L Brent Kolb CPA Mt
Phone
2158225229
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain/loss donor advised 83,295. Unrealized gain/loss uf cga -62,387.”

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 418 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOSTER CHARITABLE GIVING TO SECTION 501(C)(3) ORGANIZATIONS OR OTHER QUALIFIED ORGANIZATIONS
IRS990/AdvertisingGrp/FundraisingAmt071
IRS990/AdvertisingGrp/TotalAmt071
IRS990/AllOtherContributionsAmt02301093
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOE BLAIR
IRS990/BooksInCareOfDetail/PhoneNum02157218379
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUDERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018964
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02301093
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0457602
IRS990/CYOtherExpensesAmt01972325
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0106929
IRS990/CYRevenuesLessExpensesAmt0893299
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01972325
IRS990/CYTotalFundraisingExpenseAmt071
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02865624
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ADMINISTRATION OF DONOR ADVISED FUNDS AND CHARITABLE GIFT ANNUITIES INCLUDING ANNUITANT PAYMENTS, PAYMENT ON MATURED CONTRACTS, AND CALCULATION OF CHANGE IN ACTUARIAL CHARITABLE GIFT ANNUITY OBLIGATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01946371
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017745
IRS990/FeesForServicesAccountingGrp/TotalAmt017745
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt089855
IRS990/FeesForServicesManagementGrp/TotalAmt089855
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN B NORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm1MEGAN DURYEA SANTANA
IRS990/Form990PartVIISectionAGrp/PersonNm2TOBIAS BRUHN
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA A FELT
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGARET ZOOK
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANCES SHEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH BLAIR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0238450
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01870406
IRS990/GrossReceiptsAmt04497580
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0741
IRS990/InsuranceGrp/TotalAmt0741
IRS990/InvestmentIncomeGrp/ExclusionAmt0219152
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0219152
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt010576121
IRS990/InvestmentsProgramRelatedGrp/EOYAmt09940509
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01631956
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOSTER 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06976513
IRS990/NetAssetsOrFundBalancesEOYAmt07890720
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0238450
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0238450
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01234536
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011274
IRS990/OtherAssetsTotalGrp/EOYAmt021510
IRS990/OtherChangesInNetAssetsAmt020908
IRS990/OtherExpensesGrp/Desc0DONOR ADVISED FUND CHAR
IRS990/OtherExpensesGrp/Desc1CHANGE IN CGA LIABILITY
IRS990/OtherExpensesGrp/Desc2SOFTWARE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06315
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11082
IRS990/OtherExpensesGrp/ProgramServicesAmt01707297
IRS990/OtherExpensesGrp/ProgramServicesAmt1149219
IRS990/OtherExpensesGrp/TotalAmt01707297
IRS990/OtherExpensesGrp/TotalAmt1149219
IRS990/OtherExpensesGrp/TotalAmt26315
IRS990/OtherExpensesGrp/TotalAmt31082
IRS990/OtherLiabilitiesGrp/BOYAmt05196300
IRS990/OtherLiabilitiesGrp/EOYAmt04303889
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOE BLAIR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2541610
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1OTHER FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt089070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt117799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt089070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02156218
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0464481
IRS990/PYOtherExpensesAmt01910070
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt093330
IRS990/PYRevenuesLessExpensesAmt0803959
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01910070
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02714029
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0893299
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0106929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01585418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02232590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02301093
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02156218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02276636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01153122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02113763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010000832
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0457602
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0464483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100796
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01287915
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48220
IRS990ScheduleA/PublicSupportPY170Pct00.47190
IRS990ScheduleA/PublicSupportTotal170Amt05443806
IRS990ScheduleA/SubstantialContributorsTotAmt04557026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02301093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02156218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02276636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01153122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02113763
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010000832
IRS990ScheduleA/TotalSupportAmt011288747
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/DonorAdvisedFundsContriAmt02134875
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01707297
IRS990ScheduleD/DonorAdvisedFundsHeldCnt042
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07162546
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01972325
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0166218
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0109847
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt042
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01093366
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03417623
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt14998000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21524886
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2OTHER INVESTMENTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020908
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0553237
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13750652
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt020908
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02865624
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/TotalBookValueProgramRltdAmt09940509
IRS990ScheduleD/TotalExpensesPerForm990Amt01972325
IRS990ScheduleD/TotalLiabilityAmt04303889
IRS990ScheduleD/TotalRevenuePerForm990Amt02865624
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02886532
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01972325
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KEVIN NORRIS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT OF THE WEALTH MANAGEMENT DIVISION OF 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/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0THIRD PARTY APPRAISER
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt0150000
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVG OF HIGH AND LOW PRIC
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0928317
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 83,295. UNREALIZED GAIN/LOSS UF CGA -62,387.
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/BOYAmt0511996
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0540129
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012172813
IRS990/TotalAssetsEOYAmt012194609
IRS990/TotalAssetsGrp/BOYAmt012172813
IRS990/TotalAssetsGrp/EOYAmt012194609
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02301093
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt071
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025883
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01946371
IRS990/TotalFunctionalExpensesGrp/TotalAmt01972325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05196300
IRS990/TotalLiabilitiesEOYAmt04303889
IRS990/TotalLiabilitiesGrp/BOYAmt05196300
IRS990/TotalLiabilitiesGrp/EOYAmt04303889
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06976513
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07890720
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01946371
IRS990/TotalProgramServiceRevenueAmt0106929
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0457602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02865624
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012172813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012194609
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06464517
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07350591
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 64197
IRS990/USAddress/CityNm0SOUDERTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018964
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.UNIVESTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE BLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212453
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVEST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0010702102
ReturnHeader/Filer/PhoneNum02157212453
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 64197

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,194,609
Liabilities
$4,303,889
Net assets
$7,890,720
Revenue
$2,865,624
Expenses
$1,972,325
Net income
$893,299
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