Liabilities / Assets
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 35.3% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$5,096,077
Up $451,357 (+9.7%) from 2015
Net Assets
Up$5,096,077
Up $451,357 (+9.7%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$766,890
Up $261,790 (+52%) from 2015
Expenses
Up$192,385
Up $99,508 (+107%) from 2015
Net Income
Up$574,505
Up $162,282 (+39%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Mar 24, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $1,727,158
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $3,959,656 | $4,344,584 | ▲ $384,928 |
| Savings and Temporary Cash Investments | $94,873 | $41,300 | ▼ $53,573 |
| Cash and Non-Interest-Bearing Accounts | $191 | $193 | ▲ $2 |
| Total Assets | $4,644,720 | $5,096,077 | ▲ $451,357 |
| Other Assets Total | $590,000 | $710,000 | ▲ $120,000 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $4,038,270 | $4,027,911 | ▼ $10,359 |
| Temporarily Rstr Net Assets | $404,218 | $864,941 | ▲ $460,723 |
| Permanently Rstr Net Assets | $202,232 | $203,225 | ▲ $993 |
| Total Net Assets Fund Balance | $4,644,720 | $5,096,077 | ▲ $451,357 |
| Total Liabilities and Net Assets / Fund Balance | $4,644,720 | $5,096,077 | ▲ $451,357 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $710,000 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2015 | $733,906 | - | ▲ $5,866 | $-60,501 | $675,787 |
| 2014 | $796,283 | - | ▲ $12,647 | $-70,509 | $733,906 |
| 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 |
Compensation and Service Providers
Employees
| Name | Title | Other | Total |
|---|---|---|---|
| Francine Mellott CPA | CFO | $82,034 | $82,034 |
| KELLIE O'NEILL | CFO | $70,212 | $70,212 |
Board Members and Trustees
| Name | Title |
|---|---|
| Thomas Leidy | President |
| Wayne Mugrauer | CEO |
| David Landis | Secretary |
| Marvin Anders | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $581,893
- Program Service Revenue
- $0
- Investment Income
- $184,997
- Other Revenue
- $0
- All Other Contributions
- $57,223
- Change in Net Assets
- $574,505
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $742,398
- Revenue Not Reported on Financial Statements
- $24,492
- Revenue Not Reported on Form 990
- $-123,148
- Total Revenue per Audited Statements
- $619,250
- Total Revenue per Form 990
- $766,890
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $167,598 |
| Other Expenses | $24,787 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $167,598 | - | - | $167,598 |
| Fees for Service Investment Mgmnt Fees | - | $24,492 | - | $24,492 |
| Other Expenses | - | $295 | - | $295 |
| Total Functional Expenses | $167,598 | $24,787 | $0 | $192,385 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $192,385 |
| Expenses per Audited Statements | $167,893 |
| Total Expenses per Audited Statements | $167,893 |
| Expenses Not Reported on Financial Statements | $24,492 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Penn Foundation | Sellersville, PA | 9 | Fund Programming | $167,598 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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
- Filer Name
- Penn Foundation Trust
- EIN
- 01-0760254
- Phone
- 2152576551
- Address
- 807 LAWN AVENUE PO BOX 32, SELLERSVILLE, PA 18960
Signing Officer
- Name
- KELLIE O'NEILL
- Title
- CFO
- Phone
- 2154535163
- Signed
- 2017-03-24
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Wayne Mugrauer
- Formed
- 2003
- Legal Domicile
- Pa
- Voting Board Members
- 3
- Independent Board Members
- 3
- Employees
- 0
- Volunteers
- 3
Preparer
- Firm
- Bee Bergvall & Co
- Address
- PO BOX 754, WARRINGTON, PA 18976-0754
- Preparer
- Cynthia R Bergvall CPA
- Phone
- 2153432727
Supplemental Narrative
Additional Explanations
Form 990, Page 2, Part III, Line 2
“In the year ended june 30, 2016 the organization expanded their programs to included the leadership institute and autism planning. See part iii of the form 990 the statements of accomplishments regarding these programs.”
Form 990, Page 2, Part III, Line 4D
“The integrated care - tandigm was program development costs to develop a partnership with two tri-valley primary care practices to assist the physicians with depression management. Penn foundation developed a depression matrix to identify when patients need referral to increased levels of care, along with medication consultations with the primary care physician. Arts-the 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. Earnings on a trust contribution are transferred to penn foundation for operational expenses”
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 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 organizations open tax audit periods are june 30, 2013 to 2015. As of june 30, 2016, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | INCOME FROM THE ENDOWMENT FUNDS ARE USED FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | 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 ORGANIZATIONS OPEN TAX AUDIT PERIODS ARE JUNE 30, 2013 TO 2015. AS OF JUNE 30, 2016, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
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| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 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. |
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| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | THE RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, FORM 990S OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY AND THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THEIR OFFICERS. |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | IN THE YEAR ENDED JUNE 30, 2016 THE ORGANIZATION EXPANDED THEIR PROGRAMS TO INCLUDED THE LEADERSHIP INSTITUTE AND AUTISM PLANNING. SEE PART III OF THE FORM 990 THE STATEMENTS OF ACCOMPLISHMENTS REGARDING THESE PROGRAMS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE INTEGRATED CARE - TANDIGM WAS PROGRAM DEVELOPMENT COSTS TO DEVELOP A PARTNERSHIP WITH TWO TRI-VALLEY PRIMARY CARE PRACTICES TO ASSIST THE PHYSICIANS WITH DEPRESSION MANAGEMENT. PENN FOUNDATION DEVELOPED A DEPRESSION MATRIX TO IDENTIFY WHEN PATIENTS NEED REFERRAL TO INCREASED LEVELS OF CARE, ALONG WITH MEDICATION CONSULTATIONS WITH THE PRIMARY CARE PHYSICIAN. ARTS-THE 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. EARNINGS ON A TRUST CONTRIBUTION ARE TRANSFERRED TO PENN FOUNDATION FOR OPERATIONAL EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 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/SupplementalInformationDetail/ExplanationTxt | 4 | THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 19 |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $5,096,077
- Liabilities
- $0
- Net assets
- $5,096,077
- Revenue
- $766,890
- Expenses
- $192,385
- Net income
- $574,505