Civic Intelligence

Univest Foundation

990 • Fiscal year 2021 • EIN 01-0702102

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 02, 2021

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

73rd percentile

0.44x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

90th percentile

2.55x

Higher debt load relative to revenue than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

17th percentile

-2.5%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

78th percentile

26%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

39%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$14,999,985

Up $3,085,859 (+26%) from 2020

Net Assets

Up

$8,447,935

Up $1,696,953 (+25%) from 2020

Liabilities

Up

$6,552,050

Up $1,388,906 (+27%) from 2020

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin17th percentile

Revenue

Up

$2,567,153

Up $715,578 (+39%) from 2020

Expenses

Up

$2,630,581

Up $1,319,865 (+101%) from 2020

Net Income

Down

-$63,428

Down $604,287 (-112%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2021

Assets$14,999,985
Liabilities$6,552,050
Net Assets$8,447,935
Open 2021 Filing

Operations Trend

Revenue Growth74th 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

2021

Revenue$2,567,153
Expenses$2,630,581
Net Income-$63,428
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$5,126,664
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$9,848,543$13,063,193▲ $3,214,650
Savings and Temporary Cash Investments$2,055,105$1,933,348▼ $121,757
Total Assets$11,914,126$14,999,985▲ $3,085,859
Other Assets Total$10,478$3,444▼ $7,034
Liabilities
Other Liabilities$5,163,144$6,552,050▲ $1,388,906
Total Liabilities$5,163,144$6,552,050▲ $1,388,906
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,581,064$8,061,464▲ $1,480,400
Net Assets With Donor Restrictions$169,918$386,471▲ $216,553
Total Net Assets Fund Balance$6,750,982$8,447,935▲ $1,696,953
Total Liabilities and Net Assets / Fund Balance$11,914,126$14,999,985▲ $3,085,859

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$10,428,598--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
William Van SantChair Person
Brittany L TresslerDirector
David L AlderferDirector
Joanne O KlineDirector
Marci ShankweilerDirector
Maria P EspositoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,705,352
Program Service Revenue
$118,556
Investment Income
$743,245
Other Revenue
$0
All Other Contributions
$1,705,352
Change in Net Assets
$-63,428

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$1,030,044Avg of High and Low Pric
Total Noncash Contributions$1,030,044-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,567,153
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,036,014
Total Revenue per Audited Statements
$4,603,167
Total Revenue per Form 990
$2,567,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,630,581
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$91,031$52,476-$143,507
Fees for Services Accounting-$13,650-$13,650
Insurance-$2,370-$2,370
Other Expenses$2,464,192$287-$287
Total Functional Expenses$2,555,223$75,358$0$2,630,581

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,630,581
Total Expenses per Audited Statements$2,630,581
Total Expenses per Form 990$2,630,581
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$5,702,089
Charitable Gift Annuity Payable$849,961
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 auditors if questions or issue are identified. He 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
David L Alderfer
Title
Director-treasurer
Phone
2157212112
Signed
2021-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Alderfer
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
L Brent Kolb CPA Mt
Phone
2675943755
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial liability for cga contracts -275,633.”

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 414 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/CurrentTaxYearMinus3YearsAmt0517761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0331554
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0704506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01382422
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01853620
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IRS990ScheduleD/DonorAdvisedFundsHeldCnt074
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt07724498
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IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01236431
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0389542
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt12191153
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt253900
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt310428598
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BONDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1STOCKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2LIMITED PARTNERSHIPS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3MUTUAL FUNDS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2F
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IRS990ScheduleD/NetUnrealizedGainsInvstAmt02036014
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0849961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15702089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1AGENCY FUNDS PAYABLE
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02567153
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:
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IRS990ScheduleD/TotalBookValueProgramRltdAmt013063193
IRS990ScheduleD/TotalExpensesPerForm990Amt02630581
IRS990ScheduleD/TotalLiabilityAmt06552050
IRS990ScheduleD/TotalRevenuePerForm990Amt02567153
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04603167
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02630581
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
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVG OF HIGH AND LOW PRIC
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt01030044
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
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 AUDITORS IF QUESTIONS OR ISSUE ARE IDENTIFIED. HE 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/ExplanationTxt4CHANGE IN ACTUARIAL LIABILITY FOR CGA CONTRACTS -275,633.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt011914126
IRS990/TotalAssetsEOYAmt014999985
IRS990/TotalAssetsGrp/BOYAmt011914126
IRS990/TotalAssetsGrp/EOYAmt014999985
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01705352
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075358
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02555223
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IRS990/TotalVolunteersCnt00
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
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ReturnHeader/Filer/PhoneNum02157212112
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018964
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAPSLK PC

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,999,985
Liabilities
$6,552,050
Net assets
$8,447,935
Revenue
$2,567,153
Expenses
$2,630,581
Net income
-$63,428
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