Civic Intelligence

Univest Foundation

990 • Fiscal year 2019 • EIN 01-0702102

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization ProfileWWW.UNIVESTFOUNDATION.ORG
PO Box 197Souderton, PA 18964

(215) 721-2112

Siviq Scores

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

Liabilities / Assets

69th percentile

0.43x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

4.18x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

11th percentile

-20%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

23rd percentile

-2.6%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$11,396,494

Down $298,325 (-2.6%) from 2018

Net Assets

Down

$6,492,193

Down $206,381 (-3.1%) from 2018

Liabilities

Down

$4,904,301

Down $91,944 (-1.8%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin11th percentile

Revenue

Down

$1,174,278

Down $820,238 (-41%) from 2018

Expenses

Down

$1,411,787

Down $350,658 (-20%) from 2018

Net Income

Down

-$237,509

Down $469,580 (-202%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$11,396,494
Liabilities$4,904,301
Net Assets$6,492,193
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$1,174,278
Expenses$1,411,787
Net Income-$237,509
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$2,970,424
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$9,922,673$9,792,388▼ $130,285
Savings and Temporary Cash Investments$1,761,200$1,594,260▼ $166,940
Total Assets$11,694,819$11,396,494▼ $298,325
Other Assets Total$10,946$9,846▼ $1,100
Liabilities
Other Liabilities$4,996,245$4,904,301▼ $91,944
Total Liabilities$4,996,245$4,904,301▼ $91,944
Net Assets / Fund Balance
Unrestricted Net Assets$6,280,191$6,130,132▼ $150,059
Temporarily Rstr Net Assets$418,383$362,061▼ $56,322
Total Net Assets Fund Balance$6,698,574$6,492,193▼ $206,381
Total Liabilities and Net Assets / Fund Balance$11,694,819$11,396,494▼ $298,325

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$7,640,170--
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Kevin B NorrisDirector, Chairman
David L AlderferDirector
Joanne O KlineDirector
Marci ShankweilerDirector
Maria P EspositoDirector
William Van SantExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$704,506
Program Service Revenue
$94,081
Investment Income
$375,691
Other Revenue
$0
All Other Contributions
$704,506
Change in Net Assets
$-237,509

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$518,760Avg of High and Low Pric
Total Noncash Contributions$518,760-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,174,278
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$31,128
Total Revenue per Audited Statements
$1,205,406
Total Revenue per Form 990
$1,174,278
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,411,787
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$85,100$49,026-$134,126
Fees for Services Accounting-$12,915-$12,915
Other Expenses$118,262$3,067-$3,067
All Other Expenses-$1,543-$1,543
Insurance-$769-$769
Total Functional Expenses$1,338,317$73,470$0$1,411,787

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,411,787
Total Expenses per Audited Statements$1,411,787
Total Expenses per Form 990$1,411,787
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$4,458,247
Charitable Gift Annuity Payable$446,054
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 11B

“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
2157212112
Address
PO BOX 197, SOUDERTON, PA 18964

Signing Officer

Name
William Van Sant
Title
Executive Director
Phone
2157212112
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Van Sant
Formed
2002
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Dunlapslk Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
L Brent Kolb CPA Mt
Phone
2675943755
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain/loss daf and reserve fund 47,161. Unrealized gain / loss uf cga -16,033.”

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 420 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.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02078883
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53370
IRS990ScheduleA/PublicSupportPY170Pct00.49080
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IRS990ScheduleA/SubstantialContributorsTotAmt02508887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01382422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01853620
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01518587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02301093
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07760228
IRS990ScheduleA/TotalSupportAmt09839111
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/DonorAdvisedFundsContriAmt0669506
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01134955
IRS990ScheduleD/DonorAdvisedFundsHeldCnt069
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt05802816
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01411787
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt051501
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt042
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0847253
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0458119
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11650055
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt244044
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt37640170
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2LIMITED PARTNERSHIPS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3F
IRS990ScheduleD/NetUnrealizedGainsInvstAmt031128
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0446054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14458247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt031128
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01174278
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/TotalBookValueProgramRltdAmt09792388
IRS990ScheduleD/TotalExpensesPerForm990Amt01411787
IRS990ScheduleD/TotalLiabilityAmt04904301
IRS990ScheduleD/TotalRevenuePerForm990Amt01174278
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01205406
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01411787
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/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVG OF HIGH AND LOW PRIC
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0518760
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 DAF AND RESERVE FUND 47,161. UNREALIZED GAIN / LOSS UF CGA -16,033.
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 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/TemporarilyRstrNetAssetsGrp/BOYAmt0418383
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0362061
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt011694819
IRS990/TotalAssetsGrp/EOYAmt011396494
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0704506
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01338317
IRS990/TotalFunctionalExpensesGrp/TotalAmt01411787
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt04904301
IRS990/TotalLiabilitiesGrp/BOYAmt04996245
IRS990/TotalLiabilitiesGrp/EOYAmt04904301
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06698574
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06492193
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01338317
IRS990/TotalProgramServiceRevenueAmt094081
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0375691
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt094081
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01174278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011694819
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011396494
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06280191
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06130132
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 197
IRS990/USAddress/CityNm0SOUDERTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018964
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.UNIVESTFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM VAN SANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212112
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId027D836B369B6B69A33925BB4686336E324225CFF

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,396,494
Liabilities
$4,904,301
Net assets
$6,492,193
Revenue
$1,174,278
Expenses
$1,411,787
Net income
-$237,509
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
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