Civic Intelligence

Penn Foundation Trust

990 • Fiscal year 2014 • EIN 01-0760254

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 21, 2015

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

(215) 453-5163

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$227,571

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

77%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,319,326

Up $1,130,423 (+35%) from 2013

Net Assets

Up

$4,319,326

Up $1,130,423 (+35%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin99th percentile

Revenue

Up

$899,833

Up $392,114 (+77%) from 2013

Expenses

Down

$30,140

Down $2,751,380 (-99%) from 2013

Net Income

Up

$869,693

Up $3,143,494 (+138%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2014

Assets$4,319,326
Liabilities$0
Net Assets$4,319,326
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

2014

Revenue$899,833
Expenses$30,140
Net Income$869,693
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 21, 2015
Return Version
2013v4.0
Gross Receipts
$1,434,601
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$2,660,285$3,743,992▲ $1,083,707
Savings and Temporary Cash Investments$2,730$60,141▲ $57,411
Cash and Non-Interest-Bearing Accounts$10,888$193▼ $10,695
Total Assets$3,188,903$4,319,326▲ $1,130,423
Other Assets Total$515,000$515,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,578,637$3,735,799▲ $1,157,162
Temporarily Rstr Net Assets$407,132$380,488▼ $26,644
Permanently Rstr Net Assets$203,134$203,039▼ $95
Total Net Assets Fund Balance$3,188,903$4,319,326▲ $1,130,423
Total Liabilities and Net Assets / Fund Balance$3,188,903$4,319,326▲ $1,130,423

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$515,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$203,134$596,273▲ $16,135$19,916$793,147
2012$203,858-▲ $2,153$2,209$203,144
2011$203,499-▲ $2,997$2,102$203,858
2010$198,682$4,647▲ $1,130$440$203,499
2009-$198,697▲ $14-$198,682
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
Francine MellottCFO$118,124$118,124

Board Members and Trustees

NameTitle
Thomas LeidyChair
Wayne MugrauerCEO
David LandisSecretary
Marvin AndersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$713,711
Program Service Revenue
$0
Investment Income
$186,122
Other Revenue
$0
All Other Contributions
$580,780
Change in Net Assets
$869,693

Audited Revenue Reconciliation

Revenue per Audited Statements
$899,833
Revenue Not Reported on Form 990
$260,730
Total Revenue per Audited Statements
$1,160,563
Total Revenue per Form 990
$899,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,927
Other Expenses$2,213
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,927--$27,927
Fees for Services Other-$2,213-$2,213
Total Functional Expenses$27,927$2,213$0$30,140

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,140
Total Expenses per Audited Statements$30,140
Total Expenses per Form 990$30,140
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1496225--Fund Programming$27,927
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
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 cfo and/or ceo. 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 15A

“The ceo and the cfo are compensated by penn foundation, inc. Therefore, penn foundation's compensation policy is followed.”

Form 990, Page 6, Part VI, Line 15B

“The ceo and the cfo are compensated by penn foundation, inc. Therefore, penn foundation's compensation policy is followed.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

EIN
01-0760254
Phone
2154535163

Signing Officer

Name
Francine Mellott
Title
CFO
Phone
2154535163
Signed
2015-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Mugrauer CEO
Formed
2003
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
3
Employees
0

Preparer

Preparer
Cynthia R Bergvall CPA
Phone
2153432727
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are used to fund capital expansion and programs of penn foundation.”

Schedule D, Page 3, Part X

“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, 2011 to 2013. As of june 30, 2014, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 413 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt0580780
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0FRANCINE MELLOTT CFO
IRS990/BooksInCareOfDetail/PhoneNum02154535163
IRS990/BooksInCareOfDetail/USAddress/AddressLine10807 LAWN AVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine20PO BOX 32
IRS990/BooksInCareOfDetail/USAddress/City0SELLERSVILLE
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode018960
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt010888
IRS990/CashNonInterestBearingGrp/EOYAmt0193
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0713711
IRS990/CYGrantsAndSimilarPaidAmt027927
IRS990/CYInvestmentIncomeAmt0186122
IRS990/CYOtherExpensesAmt02213
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0869693
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt030140
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0899833
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE 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 CHAPLIANS, AND CLINICAL PASTORAL EDUCATION FOR SEMINARIANS AND RABBINICAL STUDENTS. THE PROGRAM ALSO PROVIDES PASTORAL SUPPORT TO PENN FOUNDATION'S CLINETS/CONSUMERS AND EMPLOYEES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt026283
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02213
IRS990/FeesForServicesOtherGrp/TotalAmt02213
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt355.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt455.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS LEIDY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID LANDIS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARVIN ANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm3WAYNE MUGRAUER
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANCINE MELLOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3227571
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4118124
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0104488
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt026283
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt027927
IRS990/GrantsToDomesticOrgsGrp/TotalAmt027927
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0639256
IRS990/GrossReceiptsAmt01434601
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt081634
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081634
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02660285
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03743992
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0534768
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03188903
IRS990/NetAssetsOrFundBalancesEOYAmt04319326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0104488
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0104488
IRS990/NetUnrlzdGainsLossesInvstAmt0260730
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0515000
IRS990/OtherAssetsTotalGrp/EOYAmt0515000
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0203134
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0203039
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WAYNE MUGRAUER CEO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, ASSISTED IN FUNDING THE SEVENTH 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01644
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01644
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0394239
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02772563
IRS990/PYInvestmentIncomeAmt0113480
IRS990/PYOtherExpensesAmt08957
IRS990/PYRevenuesLessExpensesAmt0-2273801
IRS990/PYTotalExpensesAmt02781520
IRS990/PYTotalRevenueAmt0507719
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0869693
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0132931
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02730
IRS990/SavingsAndTempCashInvstGrp/EOYAmt060141
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231496225
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt027927
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PENN FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt027927
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.74800
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt02479
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0203134
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0596273
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0793147
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016135
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt019916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0668
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0203858
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0203144
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02209
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0203499
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0203858
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02997
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0520
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0198682
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0203499
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt029
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0198697
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0198682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt030140
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0260730
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0515000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25200
IRS990ScheduleD/RevenueNotReportedAmt0260730
IRS990ScheduleD/RevenueSubtotalAmt0899833
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO FUND CAPITAL EXPANSION AND PROGRAMS OF PENN FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2011 TO 2013. AS OF JUNE 30, 2014, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0515000
IRS990ScheduleD/TotalExpensesPerForm990Amt030140
IRS990ScheduleD/TotalRevenuePerForm990Amt0899833
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01160563
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt030140
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt027927
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMMING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PENN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231496225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10807 LAWN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0SELLERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode018960
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0227571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WAYNE MUGRAUER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0227571
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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 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/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PENN FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231496225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BEHAVIORAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10807 LAWN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SELLERSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode018960
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027927
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1132932
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10PENN FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11PENN FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0407132
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0380488
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03188903
IRS990/TotalAssetsEOYAmt04319326
IRS990/TotalAssetsGrp/BOYAmt03188903
IRS990/TotalAssetsGrp/EOYAmt04319326
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0713711
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02213
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027927
IRS990/TotalFunctionalExpensesGrp/TotalAmt030140
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03188903
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04319326
IRS990/TotalProgramServiceExpensesAmt027927
IRS990/TotalRevenueGrp/ExclusionAmt0186122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0899833
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03188903
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04319326
IRS990/TotReportableCompRltdOrgAmt0345695
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02578637
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03735799
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10807 LAWN AVENUE
IRS990/USAddress/City0SELLERSVILLE
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode018960
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCINE MELLOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02154535163
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10PENN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0010760254
ReturnHeader/Filer/PhoneNum02154535163
ReturnHeader/Filer/USAddress/AddressLine10807 LAWN AVENUE PO BOX 32
ReturnHeader/Filer/USAddress/City0SELLERSVILLE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018960
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232749044

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,319,326
Liabilities
$0
Net assets
$4,319,326
Revenue
$899,833
Expenses
$30,140
Net income
$869,693
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