Civic Intelligence

Penn Foundation Trust

990 • Fiscal year 2013 • EIN 01-0760254

Jul 01, 2012 to Jun 30, 2013 • Filed on May 06, 2014

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

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-448%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

2nd percentile

-39%

Faster asset growth than 2% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$3,188,903

Down $2,078,759 (-39%) from 2012

Net Assets

Down

$3,188,903

Down $2,075,128 (-39%) from 2012

Liabilities

Down

$0

Down $3,631 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

$507,719

No earlier filing loaded for comparison.

Expenses

Down

$2,781,520

Down $1,654,880 (-37%) from 2012

Net Income

-$2,273,801

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$3,188,903
Liabilities$0
Net Assets$3,188,903
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$507,719
Expenses$2,781,520
Net Income-$2,273,801
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 6, 2014
Return Version
2012v2.0
Gross Receipts
$945,490
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 sixth 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
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0The 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, 2010 to 2012. As of June 30, 2013, the Organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1The endowment funds are used to fund capital expansion and programs of Penn Foundation.
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IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1Part V, Line 4
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Penn 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/GeneralExplanation/Explanation0These funds were reimbursed to Penn Foundation for expenses that were capitalized as they pertained to building projects.
IRS990ScheduleO/GeneralExplanation/Explanation1Governing documents, policies, and financial statements are available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation2The CEO and the CFO are compensated by Penn Foundation, Inc. Therefore, Penn Foundation's compensation policy is followed.
IRS990ScheduleO/GeneralExplanation/Explanation3The 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/Explanation4A full copy of Form 990, along with a narrative summary of the return, is distributed to each of the Penn Foundation Trusts Board of Directors for individual review. Questions, comments or concerns are addressed with the CFO and/or CEO. Board members approve the tax return for filing based upon their review and resolution of any outstanding issues or questions.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 15b
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/ReturnReference0Schedule R, Part V, line 2, (A) 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990/ScheduleORequired0true
IRS990ScheduleR/DividendsRelatedOrganization0false
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10807 Lawn Avenue
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Sellersville
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode018960
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10Penn Foundation Inc
IRS990ScheduleR/Form990ScheduleRPartII/EIN0231496225
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0PA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Penn Foundation Inc
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Behavioral Healthcare Provider
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0true
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0true
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0true
IRS990ScheduleR/PerformOfServicesByOtherOrgs0true
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0true
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved02459166
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved1285000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved2285000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved3125000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved428397
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination3FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination4FMV

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,188,903
Liabilities
$0
Net assets
$3,188,903
Revenue
$507,719
Expenses
$2,781,520
Net income
-$2,273,801
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
Peer Organizations

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