Civic Intelligence

Koerner Family Foundation

990 • Fiscal year 2019 • EIN 20-1804817

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

Organization ProfileWWW.KFFOUNDATION.ORG
8 Azalea LaneMedia, PA 19063

(248) 790-4998

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

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

Liabilities / Revenue

7th percentile

0.00x

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

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

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

36th percentile

-0.9%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,105,742

Up $654,239 (+15%) from 2018

Net Assets

Up

$5,105,742

Up $654,239 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin95th percentile

Revenue

Down

$278,321

Down $2,594 (-0.9%) from 2018

Expenses

Down

$80,874

Down $1,200 (-1.5%) from 2018

Net Income

Down

$197,447

Down $1,394 (-0.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,503,507Liabilities 2011: $0Net Assets 2011: $2,503,5072011Assets 2012: $2,862,559Liabilities 2012: $0Net Assets 2012: $2,862,5592012Assets 2013: $3,178,844Liabilities 2013: $0Net Assets 2013: $3,178,8442013Assets 2014: $3,560,996Liabilities 2014: $0Net Assets 2014: $3,560,9962014Assets 2015: $3,765,813Liabilities 2015: $0Net Assets 2015: $3,765,8132015Assets 2016: $4,155,171Liabilities 2016: $0Net Assets 2016: $4,155,1712016Assets 2017: $4,677,218Liabilities 2017: $0Net Assets 2017: $4,677,2182017Assets 2018: $4,451,503Liabilities 2018: $0Net Assets 2018: $4,451,5032018Assets 2019: $5,105,742Liabilities 2019: $0Net Assets 2019: $5,105,7422019Assets 2020: $5,263,970Liabilities 2020: $0Net Assets 2020: $5,263,9702020Assets 2021: $5,550,921Liabilities 2021: $0Net Assets 2021: $5,550,9212021Assets 2022: $4,785,677Liabilities 2022: $0Net Assets 2022: $4,785,6772022Assets 2023: $4,954,549Liabilities 2023: $0Net Assets 2023: $4,954,5492023Assets 2024: $5,159,114Liabilities 2024: $0Net Assets 2024: $5,159,1142024

Highlighted filing

2019

Assets$5,105,742
Liabilities$0
Net Assets$5,105,742
Open 2019 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $375,759Expenses 2011: $50,849Net Income 2011: $324,9102011Revenue 2012: $321,324Expenses 2012: $75,699Net Income 2012: $245,6252012Revenue 2013: $319,231Expenses 2013: $40,750Net Income 2013: $278,4812013Revenue 2014: $308,495Expenses 2014: $50,849Net Income 2014: $257,6462014Revenue 2015: $300,645Expenses 2015: $50,864Net Income 2015: $249,7812015Revenue 2016: $341,127Expenses 2016: $51,029Net Income 2016: $290,0982016Revenue 2017: $163,700Expenses 2017: $80,849Net Income 2017: $82,8512017Revenue 2018: $280,915Expenses 2018: $82,074Net Income 2018: $198,8412018Revenue 2019: $278,321Expenses 2019: $80,874Net Income 2019: $197,4472019Revenue 2020: $182,311Expenses 2020: $1,424Net Income 2020: $180,8872020Revenue 2021: $222,812Expenses 2021: $3,568Net Income 2021: $219,2442021Revenue 2022: $145,298Expenses 2022: $352,245Net Income 2022: -$206,9472022Revenue 2023: $178,216Expenses 2023: $347,136Net Income 2023: -$168,9202023Revenue 2024: $359,383Expenses 2024: $397,461Net Income 2024: -$38,0782024

Highlighted filing

2019

Revenue$278,321
Expenses$80,874
Net Income$197,447
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.1
Gross Receipts
$1,313,139
Mission and Program Overview

Mission

To provide graduate fellowships for students pursuing doctoral enineering degress with reseach careers as their long-term goals

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,451,503$5,105,742▲ $654,239
Rtn Earn Endowment Incm Other Fnds$4,451,503$5,105,742▲ $654,239
Total Assets$4,451,503$5,105,742▲ $654,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,451,503$5,105,742▲ $654,239
Total Liabilities and Net Assets / Fund Balance$4,451,503$5,105,742▲ $654,239
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Doug LimbergVice President
George KoernerVice President
Jamie KoernerVice President
Pauline KoernerVice President
Robert KoernerVice President
Pauline LimbergSecretary
Mary KoernerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,325
Program Service Revenue
$0
Investment Income
$261,996
Other Revenue
$0
All Other Contributions
$16,325
Change in Net Assets
$197,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Other Expenses$874
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$80,000--$80,000
Fees for Services Accounting-$775-$775
Fees for Services Legal-$99-$99
Total Functional Expenses$80,000$874$0$80,874
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Relationship between robert koerner and pauline koerner - husband and wiferelationship between michael koerner, pauline limberg, and george koerner - siblingsrelationship between michael koerner and mary koerner - husband and wiferelationship between george koerner and jamie koerner - husband and wiferelationship between pauline limberg and doug limberg - husband and wife”

Form 990 governing body review Part VI line 11

“Tax return is provided to all officers prior to the return being filed”

Governing documents etc available to public Part VI line 19

“Returns are available upon request”

Filing and Contact Details

Filer

Filer Name
Koerner Family Foundation
EIN
20-1804817
Address
8 AZALEA LANE, MEDIA, PA 19063

Signing Officer

Name
Michael Koerner
Title
President
Phone
2487904998
Signed
2020-04-22
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Koerner
Formed
2004
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Chapmans Tax Service Inc
Address
1489 BALTIMORE PIKE SUITE 102, Springfield, PA 19064
Preparer
Jeff Chapman
Phone
6105658009
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RELATIONSHIP BETWEEN ROBERT KOERNER AND PAULINE KOERNER - HUSBAND AND WIFERELATIONSHIP BETWEEN MICHAEL KOERNER, PAULINE LIMBERG, AND GEORGE KOERNER - SIBLINGSRELATIONSHIP BETWEEN MICHAEL KOERNER AND MARY KOERNER - HUSBAND AND WIFERELATIONSHIP BETWEEN GEORGE KOERNER AND JAMIE KOERNER - HUSBAND AND WIFERELATIONSHIP BETWEEN PAULINE LIMBERG AND DOUG LIMBERG - HUSBAND AND WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN IS PROVIDED TO ALL OFFICERS PRIOR TO THE RETURN BEING FILED
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0261996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0278321
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04451503
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05105742
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.KFFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KOERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02487904998
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOERNER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KOER
ReturnHeader/Filer/EIN0201804817
ReturnHeader/Filer/USAddress/AddressLine1Txt08 AZALEA LANE
ReturnHeader/Filer/USAddress/CityNm0MEDIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019063
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB97C907BACA58DA2F0A09A92928AEC816E50FBD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB97C907BACA58DA2F0A09A92928AEC816E50FBD
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02448062020135td1g2hz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.162.211.215
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTm011:40:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823790739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAPMANS TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01489 BALTIMORE PIKE SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019064
ReturnHeader/PreparerPersonGrp/PhoneNum06105658009
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF CHAPMAN
ReturnHeader/ReturnTs02020-05-11T10:19:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,105,742
Liabilities
$0
Net assets
$5,105,742
Revenue
$278,321
Expenses
$80,874
Net income
$197,447
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.36$0.40$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.18$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.15$0.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.22$0.00$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.18$0.00$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.28$0.08$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.28$0.08$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.16$0.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.34$0.05$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.30$0.05$0.25
2014Summary only. Only limited summary data is available for this year.$3.56$0.00$3.56$0.31$0.05$0.26
2013Summary only. Only limited summary data is available for this year.$3.18$0.00$3.18$0.32$0.04$0.28
2012Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.32$0.08$0.25
2011Summary only. Only limited summary data is available for this year.$2.50$0.00$2.50$0.38$0.05$0.32