Civic Intelligence

Penn Foundation Trust

990 • Fiscal year 2019 • EIN 01-0760254

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 08, 2019

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

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.53x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$297,844

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 40.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$6,512,817

Down $41,716 (-0.6%) from 2018

Net Assets

Up

$6,122,794

Up $30,826 (+0.5%) from 2018

Liabilities

Down

$390,023

Down $72,542 (-16%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin41st percentile

Revenue

Up

$732,101

Up $98,648 (+16%) from 2018

Expenses

Up

$728,998

Up $549,474 (+306%) from 2018

Net Income

Down

$3,103

Down $450,826 (-99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$6,512,817
Liabilities$390,023
Net Assets$6,122,794
Open 2019 Filing

Operations Trend

Revenue Growth73rd 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

2019

Revenue$732,101
Expenses$728,998
Net Income$3,103
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 8, 2019
Return Version
2018v3.2
Gross Receipts
$1,814,778
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$5,798,166$5,941,649▲ $143,483
Cash and Non-Interest-Bearing Accounts$130,192--
Savings and Temporary Cash Investments$76,175$96,168▲ $19,993
Total Assets$6,554,533$6,512,817▼ $41,716
Other Assets Total$550,000$475,000▼ $75,000
Liabilities
Accounts Payable and Accrued Expenses$462,565$390,023▼ $72,542
Total Liabilities$462,565$390,023▼ $72,542
Net Assets / Fund Balance
Unrestricted Net Assets$5,110,636$5,226,886▲ $116,250
Temporarily Rstr Net Assets$780,985$694,854▼ $86,131
Permanently Rstr Net Assets$200,347$201,054▲ $707
Total Net Assets Fund Balance$6,091,968$6,122,794▲ $30,826
Total Liabilities and Net Assets / Fund Balance$6,554,533$6,512,817▼ $41,716

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$475,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$731,804-▲ $36,012$-30,033$734,121
2017$722,489-▲ $45,068$-32,036$731,804
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
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
KELLIE O'NEILLCFO$147,403$147,403

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$399,642
Program Service Revenue
$0
Investment Income
$332,377
Other Revenue
$82
All Other Contributions
$344,642
Change in Net Assets
$3,103

Audited Revenue Reconciliation

Revenue per Audited Statements
$699,306
Revenue Not Reported on Financial Statements
$32,795
Revenue Not Reported on Form 990
$27,723
Total Revenue per Audited Statements
$727,029
Total Revenue per Form 990
$732,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$694,705
Other Expenses$34,293
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$694,705--$694,705
Fees for Service Investment Mgmnt Fees-$32,795-$32,795
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$498-$498
Total Functional Expenses$694,705$34,293$0$728,998

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$728,998
Expenses per Audited Statements$696,203
Total Expenses per Audited Statements$696,203
Expenses Not Reported on Financial Statements$32,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn FoundationSellersville, PA3Fund Programming$694,705
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
2019-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Mugrauer CEO
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 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, has funds to use recovery through the arts. These funds are used for art supplies, art shows and drum therapy. Research shows that the use of the arts as a component of the recovery process promotes both healing and self- expression. Art in therapy produces feelings of well-being, is calming, and aids in the focus of recovery.”

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, 2016 to 2018. As of june 30, 2019, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0CAPITAL CAMPAIGN DURING FY19, THE TRUST RECEIVED TWO LARGE BEQUESTS THAT THE BOARD DESIGNATED TO BE USED TOWARDS THE PENN FOUNDATION CAPITAL CAMPAIGN - HOPE FOR RECOVERY. THESE FUNDS WERE USED TO HELP REMODEL A NEWLY PURCHASED BUILDING ADJACENT TO THE MAIN CAMPUS. THIS NEW LOCATION EXPANDED OUR DRUG & ALCOHOL OUTPATIENT PROGRAM SERVICES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0INTEGRATED CARE THE PENN FOUNDATION TRUST SUPPORTS INTEGRATED PROGRAM DEVELOPMENT. AS THE HEALTHCARE INDUSTRY CONTINUES TO MOVE TOWARDS MORE HEALTHCARE INTEGRATION, PENN FOUNDATION IS WORKING TO HELP INTEGRATE BEHAVIORAL HEALTH INTO THE PRIMARY CARE MINDSET. OUR INTEGRATED CARE TEAM HAS BEEN WORKING ON VARIOUS PILOTS, SUCH AS 30-DAY POST DISCHARGE FOLLOW-UPS FOR THE HIGH-RISK PATIENTS. OUR INTEGRATED CARE TEAM ALSO WORKS DIRECTLY WITH A PRIMARY CARE PRACTICE OFFERING COUNSELING SERVICES TO THEIR PATIENTS, AS THEIR DOCTORS IDENTIFY THE NEED.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ARTS THE PENN FOUNDATION TRUST, THROUGH THE GENEROSITY OF A DONOR, HAS FUNDS TO USE RECOVERY THROUGH THE ARTS. THESE FUNDS ARE USED FOR ART SUPPLIES, ART SHOWS AND DRUM THERAPY. RESEARCH SHOWS THAT THE USE OF THE ARTS AS A COMPONENT OF THE RECOVERY PROCESS PROMOTES BOTH HEALING AND SELF- EXPRESSION. ART IN THERAPY PRODUCES FEELINGS OF WELL-BEING, IS CALMING, AND AIDS IN THE FOCUS OF RECOVERY.
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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, 2016 TO 2018. AS OF JUNE 30, 2019, 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
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND PROGRAMMING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231496225
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0807 LAWN AVENUE
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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.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WAYNE MUGRAUER CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0297844
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, HAS FUNDS TO USE RECOVERY THROUGH THE ARTS. THESE FUNDS ARE USED FOR ART SUPPLIES, ART SHOWS AND DRUM THERAPY. RESEARCH SHOWS THAT THE USE OF THE ARTS AS A COMPONENT OF THE RECOVERY PROCESS PROMOTES BOTH HEALING AND SELF- EXPRESSION. ART IN THERAPY PRODUCES FEELINGS OF WELL-BEING, IS CALMING, AND AIDS IN THE FOCUS OF RECOVERY.
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,512,817
Liabilities
$390,023
Net assets
$6,122,794
Revenue
$732,101
Expenses
$728,998
Net income
$3,103
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