Civic Intelligence

Penn Foundation Trust

EIN 01-0760254 • 501(c)3 • Sellersville, PA

Profile

To receive charitable contributions, grants, and donations for the purpose of establishing, maintaining, and administering an endowment fund and other funds for the benefit of penn foundation, inc.

807 Lawn Avenue PO Box 32Sellersville, PA 18960
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.16x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

56th percentile

6.0%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$8,368,131

Up $474,099 (+6.0%) from 2024

Liabilities

Up

$91,817

Up $54,878 (+149%) from 2024

Net Assets

Up

$8,276,314

Up $419,221 (+5.3%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin92nd percentile

Revenue

Up

$577,253

Up $194,621 (+51%) from 2024

Expenses

Up

$232,442

Up $46,388 (+25%) from 2024

Net Income

Up

$344,811

Up $148,233 (+75%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2011: $8,351,828Liabilities 2011: $12,921Net Assets 2011: $8,338,9072011Assets 2012: $5,267,662Liabilities 2012: $3,631Net Assets 2012: $5,264,0312012Assets 2013: $3,188,903Liabilities 2013: $0Net Assets 2013: $3,188,9032013Assets 2014: $4,319,326Liabilities 2014: $0Net Assets 2014: $4,319,3262014Assets 2015: $4,644,720Liabilities 2015: $0Net Assets 2015: $4,644,7202015Assets 2016: $5,096,077Liabilities 2016: $0Net Assets 2016: $5,096,0772016Assets 2017: $5,922,365Liabilities 2017: $421,115Net Assets 2017: $5,501,2502017Assets 2018: $6,554,533Liabilities 2018: $462,565Net Assets 2018: $6,091,9682018Assets 2019: $6,512,817Liabilities 2019: $390,023Net Assets 2019: $6,122,7942019Assets 2020: $6,129,467Liabilities 2020: $55,377Net Assets 2020: $6,074,0902020Assets 2021: $8,464,017Liabilities 2021: $614Net Assets 2021: $8,463,4032021Assets 2022: $6,826,888Liabilities 2022: $63,837Net Assets 2022: $6,763,0512022Assets 2023: $7,273,094Liabilities 2023: $43,997Net Assets 2023: $7,229,0972023Assets 2024: $7,894,032Liabilities 2024: $36,939Net Assets 2024: $7,857,0932024Assets 2025: $8,368,131Liabilities 2025: $91,817Net Assets 2025: $8,276,3142025

Highlighted filing

2025

Assets$8,368,131
Liabilities$91,817
Net Assets$8,276,314
Open 2025 Filing

Operations Trend

Revenue Growth84th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $261,4812011Expenses 2012: $4,436,4002012Revenue 2013: $507,719Expenses 2013: $2,781,520Net Income 2013: -$2,273,8012013Revenue 2014: $899,833Expenses 2014: $30,140Net Income 2014: $869,6932014Revenue 2015: $505,100Expenses 2015: $92,877Net Income 2015: $412,2232015Revenue 2016: $766,890Expenses 2016: $192,385Net Income 2016: $574,5052016Revenue 2017: $552,952Expenses 2017: $549,051Net Income 2017: $3,9012017Revenue 2018: $633,453Expenses 2018: $179,524Net Income 2018: $453,9292018Revenue 2019: $732,101Expenses 2019: $728,998Net Income 2019: $3,1032019Revenue 2020: $340,115Expenses 2020: $222,417Net Income 2020: $117,6982020Revenue 2021: $1,627,606Expenses 2021: $331,715Net Income 2021: $1,295,8912021Revenue 2022: $688,972Expenses 2022: $796,332Net Income 2022: -$107,3602022Revenue 2023: $263,555Expenses 2023: $167,274Net Income 2023: $96,2812023Revenue 2024: $382,632Expenses 2024: $186,054Net Income 2024: $196,5782024Revenue 2025: $577,253Expenses 2025: $232,442Net Income 2025: $344,8112025

Highlighted filing

2025

Revenue$577,253
Expenses$232,442
Net Income$344,811
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$8,368,131
Liabilities
$91,817
Net assets
$8,276,314
Revenue
$577,253
Expenses
$232,442
Net income
$344,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.37$0.09$8.28$0.58$0.23$0.34
2024Detailed filing. Detailed filing data is available for this year.$7.89$0.04$7.86$0.38$0.19$0.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.27$0.04$7.23$0.26$0.17$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.83$0.06$6.76$0.69$0.80$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.46$0.00$8.46$1.63$0.33$1.30
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.06$6.07$0.34$0.22$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.51$0.39$6.12$0.73$0.73$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.46$6.09$0.63$0.18$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.42$5.50$0.55$0.55$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.10$0.00$5.10$0.77$0.19$0.57
2015Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.51$0.09$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.90$0.03$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.51$2.78$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.00$5.26$4.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.01$8.34$0.26
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.0
Gross Receipts
$1,525,320
Mission and Program Overview

Mission

To receive charitable contributions, grants, and donations for the purpose of establishing, maintaining, and administering an endowment fund and other funds for the benefit of penn foundation, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,536,388$7,342,460▲ $806,072
Savings and Temporary Cash Investments$173,175$98,068▼ $75,107
Prepaid Expenses and Deferred Charges$3,531$3,504▼ $27
Total Assets$7,273,094$7,894,032▲ $620,938
Other Assets Total$560,000$450,000▼ $110,000
Liabilities
Other Liabilities$43,037$35,962▼ $7,075
Accounts Payable and Accrued Expenses$960$977▲ $17
Total Liabilities$43,997$36,939▼ $7,058
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,414,325$7,022,224▲ $607,899
Net Assets With Donor Restrictions$814,772$834,869▲ $20,097
Total Net Assets Fund Balance$7,229,097$7,857,093▲ $627,996
Total Liabilities and Net Assets / Fund Balance$7,273,094$7,894,032▲ $620,938

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$450,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$198,739-▲ $5,136$-4,059$198,811
2022$199,446-▲ $2,407$-2,111$198,739
2021$848,323-▼ $91,137$-31,552$721,458
2020$722,076$33▲ $162,444$-32,271$848,323
2019$734,121-▲ $21,852$-29,944$722,076
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
H Bruce DetweilerPresident
Dr Donald KraybillDirector
Margaret ZookDirector
Dr Charles AmusoSecretary
Marvin AndersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,019
Program Service Revenue
$0
Investment Income
$347,553
Other Revenue
$60
All Other Contributions
$35,019
Change in Net Assets
$196,578

Audited Revenue Reconciliation

Revenue per Audited Statements
$345,653
Revenue Not Reported on Financial Statements
$36,979
Revenue Not Reported on Form 990
$431,418
Total Revenue per Audited Statements
$777,071
Total Revenue per Form 990
$382,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,488
Other Expenses$55,566
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$130,488--$130,488
Fees for Service Investment Mgmnt Fees-$36,979-$36,979
Fees for Services Accounting-$14,839-$14,839
Insurance-$3,531-$3,531
Other Expenses-$217-$217
Total Functional Expenses$130,488$55,566$0$186,054

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$186,054
Expenses per Audited Statements$149,075
Total Expenses per Audited Statements$149,075
Expenses Not Reported on Financial Statements$36,979
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn FoundationSellersville, PA3Fund Programming$130,488
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Related Party$35,962
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 35% controlled entity
No
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, Page 6, Part VI, Line 11B

“A full copy of form 990, along with a narrative summary of the return, is distributed to each of the penn foundation trust's board of directors for individual review. Questions, comments or concerns are addressed with the finance manager. Board members approve the tax return for filing based upon their review and resolution of any outstanding issues or questions.”

Form 990, Page 6, Part VI, Line 12C

“The board reviews expenses and if there was a conflict of interest it would be disclosed in the minutes and the board member would abstain from the discussion and voting on any issues where a conflict of interest arises. The conflict of interest statements are reviewed and signed off on by each of the board members annually.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Penn Foundation Trust
EIN
01-0760254
Phone
2152576551
Address
807 LAWN AVENUE PO BOX 32, SELLERSVILLE, PA 18960

Signing Officer

Name
H Bruce Detweiler
Title
President
Phone
2154535163
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
H Bruce Detweiler
Formed
2003
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia Bergvall CPA
Phone
2153432727
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Art programs and voh bike”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Income from the endowment funds are used for the furtherance of the organization's mission.”

Schedule D, Page 4, Part XIII

“Part v, line 1b penn foundation trust was related to another organization, penn foundation, inc. In prior years. These two organizations are no longer connected, and at that time, the beneficiary obligations of the former board restricted endowment was transferred to penn foundation, inc. The beginning balance has been reduced in order to reflect that transfer.”

Raw XML AppendixShowing 400 of 407 raw XML fields

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

Path#Value
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ART PROGRAMS AND VOH BIKE
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN FOUNDATION INC
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATES OF DEPOSIT
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO RELATED PARTY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THE ENDOWMENT FUNDS ARE USED FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART V, LINE 1B PENN FOUNDATION TRUST WAS RELATED TO ANOTHER ORGANIZATION, PENN FOUNDATION, INC. IN PRIOR YEARS. THESE TWO ORGANIZATIONS ARE NO LONGER CONNECTED, AND AT THAT TIME, THE BENEFICIARY OBLIGATIONS OF THE FORMER BOARD RESTRICTED ENDOWMENT WAS TRANSFERRED TO PENN FOUNDATION, INC. THE BEGINNING BALANCE HAS BEEN REDUCED IN ORDER TO REFLECT THAT TRANSFER.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PENN FOUNDATION TRUST CONTRIBUTES FUNDS TO PENN FOUNDATION, INC. FOR CAPITAL EXPANSION PURPOSES AND TREATMENT PROGRAMS. PENN FOUNDATION, INC. PROVIDES INFORMATION TO THE TRUST ON THE AMOUNTS THAT HAVE BEEN EXPENDED FOR CAPITAL EXPANSION PURPOSES AND TREATMENT PROGRAMS AND THE TRUST PROVIDES PENN FOUNDATION, INC. WITH FUNDS FOR THOSE PURPOSES AT THE TIME THE EXPENSES ARE INCURRED, SUBJECT TO BOARD APPROVAL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ART PROGRAMS AND VOH BIKE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A FULL COPY OF FORM 990, ALONG WITH A NARRATIVE SUMMARY OF THE RETURN, IS DISTRIBUTED TO EACH OF THE PENN FOUNDATION TRUST'S BOARD OF DIRECTORS FOR INDIVIDUAL REVIEW. QUESTIONS, COMMENTS OR CONCERNS ARE ADDRESSED WITH THE FINANCE MANAGER. BOARD MEMBERS APPROVE THE TAX RETURN FOR FILING BASED UPON THEIR REVIEW AND RESOLUTION OF ANY OUTSTANDING ISSUES OR QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS EXPENSES AND IF THERE WAS A CONFLICT OF INTEREST IT WOULD BE DISCLOSED IN THE MINUTES AND THE BOARD MEMBER WOULD ABSTAIN FROM THE DISCUSSION AND VOTING ON ANY ISSUES WHERE A CONFLICT OF INTEREST ARISES. THE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND SIGNED OFF ON BY EACH OF THE BOARD MEMBERS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H BRUCE DETWEILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02154535163
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEE BERGVALL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 754
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARRINGTON
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