Liabilities / Assets
7th percentile
Higher debt load relative to assets than 7% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Down$5,267,662
Down $3,084,166 (-37%) from 2011
Net Assets
Down$5,264,031
Down $3,074,876 (-37%) from 2011
Liabilities
Down$3,631
Down $9,290 (-72%) from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$4,436,400
Up $4,174,919 (+1597%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2011 to Jun 30, 2012
- Signed
- Mar 14, 2013
- Return Version
- 2011v1.5
- Gross Receipts
- $6,950,370
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.
Major Activities
- Activity 2
- The Penn Foundation Trust, through the generosity of a donor, supports the Pastoral Services program at Penn Foundation, Inc. annually. The Pastoral Services program provides the community with educational presentations on behavioral health topics, collegial support for local pastors and chaplains, and clinical pastoral education for seminarians and rabbinical students. The program also provides pastoral support to Penn Foundation's clients/consumers and employees.
- Activity 3
- The Penn Foundation Trust, through the generosity of a donor, assisted in funding the fifth annual Recovery Art and Poetry Show and Sale. Artwork submissions from Bucks and Montgomery County artists, as well as materials on mental illness, were on display at the Indian Valley Public Library during the month of May. The keynote event, a reception and poetry reading, drew large community attendance and interest in the art and poetry of those recovering from mental illness, as well as an enhanced education and awareness of issues surrounding mental illness.
Filing and Contact Details
Filer
- EIN
- 01-0760254
Raw XML AppendixShowing 400 of 496 raw XML fields
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| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | The Trust follows the accounting guidance for uncertainty in income taxes using the Financial Accounting Standards Board (FASB) ASC 740, Income Taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than not the position will be sustained upon examination of the tax authorities. The Organization believes it has support for the income tax positions taken on its tax returns. The Organization's open tax audit periods are June 30, 2009 to 2011. As of June 30, 2012, the Organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. |
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| IRS990ScheduleI/Form990ScheduleIPartIV/Explanation | 0 | Penn 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. |
| IRS990ScheduleI/Form990ScheduleIPartIV/Identifier | 0 | Grantmaker's Description of How Grants are Used |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | These funds were reimbursed to Penn Foundation for expenses that were capitalized as they pertained to building projects. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | Governing documents, policies, and financial statements are available upon request. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | The CEO and the CFO are compensated by Penn Foundation, Inc. Therefore, Penn Foundation's compensation policy is followed. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | 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. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | The Board receives a draft of the Form 990 and reviews the form at a Board meeting prior to issuance. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | Form 990, Part VI, Line 19 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | Form 990, Part VI, Line 15b |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | Form 990, Part VI, Line 12c |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | Form 990, Part VI, Line 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | Schedule R, Part V, line 2, (A) 4 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | Form 990, Part VI, Line 11: Form 990 Review Process |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 807 Lawn Avenue |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | Sellersville |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 18960 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | Penn Foundation Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 231496225 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(c)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | PA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | Penn Foundation Inc |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | Behavioral Healthcare Provider |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | 7 |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | true |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | true |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | true |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | true |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | false |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 0 | 4370337 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 1 | 30809 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 2 | 807162 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved | 3 | 28850 |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 0 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 1 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 2 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination | 3 | FMV |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 0 | Penn Foundation Inc |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 1 | Penn Foundation Inc |
| IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine1 | 2 | Penn Foundation Inc |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $5,267,662
- Liabilities
- $3,631
- Net assets
- $5,264,031
- Revenue
- -
- Expenses
- $4,436,400
- Net income
- -