Civic Intelligence

Penn Foundation Trust

990 • Fiscal year 2017 • EIN 01-0760254

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 09, 2018

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

(215) 257-6551

Siviq Scores

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

Liabilities / Assets

36th percentile

0.07x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.76x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$271,015

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 49.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$5,922,365

Up $826,288 (+16%) from 2016

Net Assets

Up

$5,501,250

Up $405,173 (+8.0%) from 2016

Liabilities

Up

$421,115

Up $421,115 from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin42nd percentile

Revenue

Down

$552,952

Down $213,938 (-28%) from 2016

Expenses

Up

$549,051

Up $356,666 (+185%) from 2016

Net Income

Down

$3,901

Down $570,604 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$5,922,365
Liabilities$421,115
Net Assets$5,501,250
Open 2017 Filing

Operations Trend

Revenue Growth9th 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

2017

Revenue$552,952
Expenses$549,051
Net Income$3,901
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 9, 2018
Return Version
2016v3.1
Gross Receipts
$1,295,223
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$4,344,584$5,265,652▲ $921,068
Savings and Temporary Cash Investments$41,300$123,134▲ $81,834
Accounts Receivable-$3,389-
Cash and Non-Interest-Bearing Accounts$193$190▼ $3
Total Assets$5,096,077$5,922,365▲ $826,288
Other Assets Total$710,000$530,000▼ $180,000
Liabilities
Accounts Payable and Accrued Expenses-$421,115-
Total Liabilities$0$421,115▲ $421,115
Net Assets / Fund Balance
Unrestricted Net Assets$4,027,911$4,649,240▲ $621,329
Temporarily Rstr Net Assets$864,941$650,020▼ $214,921
Permanently Rstr Net Assets$203,225$201,990▼ $1,235
Total Net Assets Fund Balance$5,096,077$5,501,250▲ $405,173
Total Liabilities and Net Assets / Fund Balance$5,096,077$5,922,365▲ $826,288

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$530,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$675,787-▲ $62,244$-12,040$722,489
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
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleOtherTotal
KELLIE O'NEILLCFO$125,624$125,624

Board Members and Trustees

NameTitle
Thomas LeidyPresident
Margaret ZookDirector
Wayne Mugrauer CEOCEO
David G LandisSecretary
Marvin AndersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$348,126
Program Service Revenue
$0
Investment Income
$195,644
Other Revenue
$9,182
All Other Contributions
$53,087
Change in Net Assets
$3,901

Audited Revenue Reconciliation

Revenue per Audited Statements
$526,075
Revenue Not Reported on Financial Statements
$26,877
Revenue Not Reported on Form 990
$401,272
Total Revenue per Audited Statements
$927,347
Total Revenue per Form 990
$552,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$521,114
Other Expenses$27,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$521,114--$521,114
Fees for Service Investment Mgmnt Fees-$26,877-$26,877
Other Expenses-$1,060-$1,060
Total Functional Expenses$521,114$27,937$0$549,051

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$549,051
Expenses per Audited Statements$522,174
Total Expenses per Audited Statements$522,174
Expenses Not Reported on Financial Statements$26,877
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn FoundationSellersville, PA9Fund Programming$521,114
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 compensation process used for the top official is also used for all officers.”

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
2018-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Mugrauer CEO
Formed
2003
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

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 4D

“Arts - the penn foundation trust, through the generosity of a donor, trained our team on drum therapy. This is an ancient approach that uses rhythm to promote healing and self expression. Recent research indicates that drumming accelerates physical healing, boosts the immune system and produces feelings of well-being, a release of emotional trauma, and reintegration of self. Other studies have demonstrated the calming, focusing and healing effects of drumming on alzheimer's patients, autistic children, emotionally disturbed teens, recovering addicts, trauma patients and prison and homeless populations. The program has been received very positively by patients.”

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, 2014 to 2016. As of june 30, 2017, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 470 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/AccountsPayableAccrExpnssGrp/EOYAmt0421115
IRS990/AccountsReceivableGrp/EOYAmt03389
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/AllOtherContributionsAmt053087
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0KELLIE O'NEILL CFO
IRS990/BooksInCareOfDetail/PhoneNum02674045980
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0807 LAWN AVE
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0PO BOX 32
IRS990/BooksInCareOfDetail/USAddress/CityNm0SELLERSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018960
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0193
IRS990/CashNonInterestBearingGrp/EOYAmt0190
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0348126
IRS990/CYGrantsAndSimilarPaidAmt0521114
IRS990/CYInvestmentIncomeAmt0195644
IRS990/CYOtherExpensesAmt027937
IRS990/CYOtherRevenueAmt09182
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03901
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0549051
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0552952
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE AUTISM PLANNING ARE PROGRAM DEVELOPMENT COSTS FOR OUR FAMILY AUTISM CENTER THAT BEGAN OPERATIONS IN AUGUST 2016. WE RECEIVED DONATIONS TO HELP GET THIS PROGRAM AND LOCATION DEVELOPED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0405353
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026877
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026877
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt455.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt555.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS LEIDY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARVIN ANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID G LANDIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARET ZOOK
IRS990/Form990PartVIISectionAGrp/PersonNm4WAYNE MUGRAUER CEO
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLIE O'NEILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4271015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5125624
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt082911
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0405353
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0521114
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0521114
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0825182
IRS990/GrossReceiptsAmt01295223
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0112733
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0112733
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04344584
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05265652
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0742271
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/NetAssetsOrFundBalancesBOYAmt05096077
IRS990/NetAssetsOrFundBalancesEOYAmt05501250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt082911
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt082911
IRS990/NetUnrlzdGainsLossesInvstAmt0401272
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0710000
IRS990/OtherAssetsTotalGrp/EOYAmt0530000
IRS990/OtherExpensesGrp/Desc0OTHER TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01060
IRS990/OtherExpensesGrp/TotalAmt01060
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09182
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09182
IRS990/OtherRevenueTotalAmt09182
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0203225
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0201990
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WAYNE MUGRAUER CEO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PENN FOUNDATION TRUST 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE LEADERSHIP INSTITUTE IS AN IN-HOUSE CUSTOMIZED PROFESSIONAL DEVELOPMENT PROGRAM TO HELP OUR MIDDLE MANAGEMENT LEVELS GROW THEIR MANAGERIAL SKILL SETS. THE COHORT ATTENDS 7 SESSIONS OVER THE COURSE OF 8 MONTHS AND IN THAT TIME IS LEARNING PERSONNEL MANAGEMENT, DAY-TO-DAY MANAGEMENT, AND BIG PICTURE SKILLS. OUR INITIAL COHORT GRADUATED WITH MUCH ENTHUSIASM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt040000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt040000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ARTS - THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, TRAINED OUR TEAM ON DRUM THERAPY. THIS IS AN ANCIENT APPROACH THAT USES RHYTHM TO PROMOTE HEALING AND SELF EXPRESSION. RECENT RESEARCH INDICATES THAT DRUMMING ACCELERATES PHYSICAL HEALING, BOOSTS THE IMMUNE SYSTEM AND PRODUCES FEELINGS OF WELL-BEING, A RELEASE OF EMOTIONAL TRAUMA, AND REINTEGRATION OF SELF. OTHER STUDIES HAVE DEMONSTRATED THE CALMING, FOCUSING AND HEALING EFFECTS OF DRUMMING ON ALZHEIMER'S PATIENTS, AUTISTIC CHILDREN, EMOTIONALLY DISTURBED TEENS, RECOVERING ADDICTS, TRAUMA PATIENTS AND PRISON AND HOMELESS POPULATIONS. THE PROGRAM HAS BEEN RECEIVED VERY POSITIVELY BY PATIENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt025761
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt025761
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0581893
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0167598
IRS990/PYInvestmentIncomeAmt0184997
IRS990/PYOtherExpensesAmt024787
IRS990/PYRevenuesLessExpensesAmt0574505
IRS990/PYTotalExpensesAmt0192385
IRS990/PYTotalRevenueAmt0766890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03901
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0295039
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123134
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231496225
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0521114
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PENN FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0521114
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/BoardDesignatedBalanceEOYPct00.72040
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-3502
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0675787
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0722489
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt062244
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-12040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-3484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0733906
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0675787
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05866
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-60501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-4515
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0796283
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0733906
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-70509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-2479
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0203134
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0596273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0793147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016135
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-19916
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-668
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0203858
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0203144
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02153
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-2209
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt026877
IRS990ScheduleD/ExpensesSubtotalAmt0522174
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt026877
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026877
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0401272
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0530000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.27960
IRS990ScheduleD/RevenueNotReportedAmt0401272
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026877
IRS990ScheduleD/RevenueSubtotalAmt0526075
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THE ENDOWMENT FUNDS ARE USED FOR THE FURTHERANCE OF THE ORGANIZATION'S MISSION.
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 ORGANIZATIONS OPEN TAX AUDIT PERIODS ARE JUNE 30, 2014 TO 2016. AS OF JUNE 30, 2017, 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/TotalBookValueOtherAssetsAmt0530000
IRS990ScheduleD/TotalExpensesPerForm990Amt0549051
IRS990ScheduleD/TotalRevenuePerForm990Amt0552952
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0927347
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0522174
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0521114
IRS990ScheduleI/RecipientTable/IRCSectionDesc09
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMMING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231496225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0807 LAWN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SELLERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018960
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0271015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WAYNE MUGRAUER CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0271015
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR IS ESTABLISHED BY THE RELATED ORGANIZATION USING A COMPENSATION COMMITTEE, THE FORM 990S OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY/STUDY, AND THE APPROVAL OF THE BOARD AND/OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARTS - THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, TRAINED OUR TEAM ON DRUM THERAPY. THIS IS AN ANCIENT APPROACH THAT USES RHYTHM TO PROMOTE HEALING AND SELF EXPRESSION. RECENT RESEARCH INDICATES THAT DRUMMING ACCELERATES PHYSICAL HEALING, BOOSTS THE IMMUNE SYSTEM AND PRODUCES FEELINGS OF WELL-BEING, A RELEASE OF EMOTIONAL TRAUMA, AND REINTEGRATION OF SELF. OTHER STUDIES HAVE DEMONSTRATED THE CALMING, FOCUSING AND HEALING EFFECTS OF DRUMMING ON ALZHEIMER'S PATIENTS, AUTISTIC CHILDREN, EMOTIONALLY DISTURBED TEENS, RECOVERING ADDICTS, TRAUMA PATIENTS AND PRISON AND HOMELESS POPULATIONS. THE PROGRAM HAS BEEN RECEIVED VERY POSITIVELY BY PATIENTS.
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 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/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/ExplanationTxt3THE CEO AND THE CFO ARE COMPENSATED BY PENN FOUNDATION, INC. THEREFORE, PENN FOUNDATION'S COMPENSATION POLICY IS FOLLOWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION PROCESS USED FOR THE TOP OFFICIAL IS ALSO USED FOR ALL OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/BusinessNameLine1Txt0PENN FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231496225
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BEHAVIORAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0807 LAWN AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SELLERSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd018960
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0521114
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1295039
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PENN FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1PENN 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/BOYAmt0864941
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0650020
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,922,365
Liabilities
$421,115
Net assets
$5,501,250
Revenue
$552,952
Expenses
$549,051
Net income
$3,901
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
2017Detailed filing. Detailed filing data is available for this year.$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