Civic Intelligence

Michael R Walker Genesis Employee

990 • Fiscal year 2018 • EIN 20-2301122

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

101 East State StreetKennett Square, PA 19348

(610) 925-2121

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$559,467

Up $118,272 (+27%) from 2017

Net Assets

Up

$556,365

Up $117,427 (+27%) from 2017

Liabilities

Up

$3,102

Up $845 (+37%) from 2017

Revenue

Down

$728,823

Down $209,697 (-22%) from 2017

Expenses

Down

$611,396

Down $264,063 (-30%) from 2017

Net Income

Up

$117,427

Up $54,366 (+86%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $342,859Liabilities 2011: $0Net Assets 2011: $342,8592011Assets 2012: $444,306Liabilities 2012: $0Net Assets 2012: $444,3062012Assets 2013: $478,834Liabilities 2013: $0Net Assets 2013: $478,8342013Assets 2014: $461,415Liabilities 2014: $0Net Assets 2014: $461,4152014Assets 2015: $209,940Liabilities 2015: $1,705Net Assets 2015: $208,2352015Assets 2016: $378,984Liabilities 2016: $3,107Net Assets 2016: $375,8772016Assets 2017: $441,195Liabilities 2017: $2,257Net Assets 2017: $438,9382017Assets 2018: $559,467Liabilities 2018: $3,102Net Assets 2018: $556,3652018Assets 2019: $396,805Liabilities 2019: $3,741Net Assets 2019: $393,0642019Assets 2020: $465,015Liabilities 2020: $4,840Net Assets 2020: $460,1752020Assets 2021: $410,445Liabilities 2021: $5,962Net Assets 2021: $404,4832021Assets 2022: $299,274Liabilities 2022: $6,240Net Assets 2022: $293,0342022Assets 2023: $300,045Liabilities 2023: $6,365Net Assets 2023: $293,6802023Assets 2024: $231,505Liabilities 2024: $6,399Net Assets 2024: $225,1062024

Highlighted filing

2018

Assets$559,467
Liabilities$3,102
Net Assets$556,365

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $813,969Expenses 2011: $807,795Net Income 2011: $6,1742011Revenue 2012: $900,904Expenses 2012: $799,457Net Income 2012: $101,4472012Revenue 2013: $857,881Expenses 2013: $823,353Net Income 2013: $34,5282013Revenue 2014: $957,995Expenses 2014: $975,414Net Income 2014: -$17,4192014Revenue 2015: $978,135Expenses 2015: $1,231,315Net Income 2015: -$253,1802015Revenue 2016: $1,049,458Expenses 2016: $881,816Net Income 2016: $167,6422016Revenue 2017: $938,520Expenses 2017: $875,459Net Income 2017: $63,0612017Revenue 2018: $728,823Expenses 2018: $611,396Net Income 2018: $117,4272018Revenue 2019: $601,160Expenses 2019: $764,461Net Income 2019: -$163,3012019Revenue 2020: $700,715Expenses 2020: $633,604Net Income 2020: $67,1112020Revenue 2021: $440,008Expenses 2021: $495,700Net Income 2021: -$55,6922021Revenue 2022: $313,859Expenses 2022: $425,308Net Income 2022: -$111,4492022Revenue 2023: $300,134Expenses 2023: $299,488Net Income 2023: $6462023Revenue 2024: $232,077Expenses 2024: $300,651Net Income 2024: -$68,5742024

Highlighted filing

2018

Revenue$728,823
Expenses$611,396
Net Income$117,427
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Gross Receipts
$738,320
Mission and Program Overview

Mission

To administer an emergency plan that provides monetary relief to those

Genesis employee foundations mission is to support genesis healthcare inc. Employees affected by severe financial hardship due to unforeseeable circumstances.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$314,904$423,924▲ $109,020
Accounts Receivable$126,291$135,543▲ $9,252
Total Assets$441,195$559,467▲ $118,272
Liabilities
Accounts Payable and Accrued Expenses$2,257$3,102▲ $845
Total Liabilities$2,257$3,102▲ $845
Net Assets / Fund Balance
Unrestricted Net Assets$438,938$556,365▲ $117,427
Total Net Assets Fund Balance$438,938$556,365▲ $117,427
Total Liabilities and Net Assets / Fund Balance$441,195$559,467▲ $118,272
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert ReitzPresident
Cassie MistrettaBoard Member
Gail CushingBoard Member
Jonathan WeilandBoard Member
Michael WylieBoard Member
Millie BicklingBoard Member
Novaleigh Dodge-krupaBoard Member
Perry ValentineBoard Member
Rena MackBoard Member
Sean StevensonBoard Member
Suzannah HerringBoard Member
Diane MorrisTreasurer
Jeanne PhillipsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$716,243
Program Service Revenue
$0
Investment Income
$85
Other Revenue
$12,495
All Other Contributions
$716,243
Change in Net Assets
$117,427

Audited Revenue Reconciliation

Revenue per Audited Statements
$728,823
Total Revenue per Audited Statements
$728,823
Total Revenue per Form 990
$728,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$473,812
Salaries, Compensation, and Employee Benefits$117,349
Other Expenses$20,235
Total Fundraising Expense$10,614
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$473,812--$473,812
Other Salaries and Wages$74,509$27,732$6,310$108,551
Fees for Services Other$6,704$2,495$568$9,767
Payroll Taxes$6,039$2,248$511$8,798
Advertising--$2,791$2,791
Office Expenses$786$293$67$1,146
Insurance$420$157$36$613
Other Expenses$3,905$228$331$228
Total Functional Expenses$566,175$34,607$10,614$611,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$611,396
Total Expenses per Audited Statements$611,396
Total Expenses per Form 990$611,396
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,992
Fundraising Direct Expenses$9,497
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Fundraiser$21,992$21,992$9,497$12,495
Total Events$21,992$21,992$9,497$12,495
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

Bylaw amendment to board of director terms

Form 990, Page 6, Part VI, Line 11B

A copy of the completed 990 is e-mailed to each of the board members to review before being filed.

Form 990, Page 6, Part VI, Line 12C

Each member of the governing body fills out a questionnaire annually. If a conflict of interest arises, the board would deal with each issue on a case-by-case basis.

Form 990, Page 6, Part VI, Line 17

Alabama, florida, georgia, kentucky, nevada, new mexico, ohio, tennessee, utah, washington

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy and financial statements are available upon request

Filing and Contact Details

Filer

Filer Name
Genesis Employee Foundation
EIN
20-2301122
Phone
6109252121
Address
101 EAST STATE STREET, KENNETT SQUARE, PA 19348

Signing Officer

Name
Diane Morris
Title
Treasurer
Phone
6109251120
Signed
2019-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Reitz
Formed
2005
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
24

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
714 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Kathleen a Wileczek CPA
Phone
6104443222
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0921728
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01019955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0954026
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0945213
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04557165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0319
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021992
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt028226
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt044102
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt035287
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0129607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0319
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt04686772
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0738235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0949954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01064057
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0989313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0945213
IRS990ScheduleA/Total509Grp/TotalAmt04686772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0738320
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0950002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01064119
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0989360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0945290
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04687091
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0611396
IRS990ScheduleD/RevenueSubtotalAmt0728823
IRS990ScheduleD/TotalExpensesPerForm990Amt0611396
IRS990ScheduleD/TotalRevenuePerForm990Amt0728823
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0728823
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0611396
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09497
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021992
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021992
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012495
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09497
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0284314
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1159495
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt226303
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt33700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0MEDICAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FUNERAL ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NATURAL DISASTER ASSISTAN
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3DOMESTIC ABUSE ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0302
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1106
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt223
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BYLAW AMENDMENT TO BOARD OF DIRECTOR TERMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE COMPLETED 990 IS E-MAILED TO EACH OF THE BOARD MEMBERS TO REVIEW BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE GOVERNING BODY FILLS OUT A QUESTIONNAIRE ANNUALLY. IF A CONFLICT OF INTEREST ARISES, THE BOARD WOULD DEAL WITH EACH ISSUE ON A CASE-BY-CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALABAMA, FLORIDA, GEORGIA, KENTUCKY, NEVADA, NEW MEXICO, OHIO, TENNESSEE, UTAH, WASHINGTON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
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 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1NJ
IRS990/StatesWhereCopyOfReturnIsFldCd2WV
IRS990/StatesWhereCopyOfReturnIsFldCd3NH
IRS990/StatesWhereCopyOfReturnIsFldCd4MD
IRS990/StatesWhereCopyOfReturnIsFldCd5MA
IRS990/StatesWhereCopyOfReturnIsFldCd6CT
IRS990/StatesWhereCopyOfReturnIsFldCd7CA
IRS990/StatesWhereCopyOfReturnIsFldCd8ME
IRS990/StatesWhereCopyOfReturnIsFldCd9RI
IRS990/StatesWhereCopyOfReturnIsFldCd10VA
IRS990/StatesWhereCopyOfReturnIsFldCd11NC
IRS990/StatesWhereCopyOfReturnIsFldCd12CO
IRS990/StatesWhereCopyOfReturnIsFldCd13AL
IRS990/StatesWhereCopyOfReturnIsFldCd14FL
IRS990/StatesWhereCopyOfReturnIsFldCd15GA
IRS990/StatesWhereCopyOfReturnIsFldCd16KY
IRS990/StatesWhereCopyOfReturnIsFldCd17NV
IRS990/StatesWhereCopyOfReturnIsFldCd18NM
IRS990/StatesWhereCopyOfReturnIsFldCd19OH
IRS990/StatesWhereCopyOfReturnIsFldCd20TN
IRS990/StatesWhereCopyOfReturnIsFldCd21UT
IRS990/StatesWhereCopyOfReturnIsFldCd22WA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0441195
IRS990/TotalAssetsEOYAmt0559467
IRS990/TotalAssetsGrp/BOYAmt0441195
IRS990/TotalAssetsGrp/EOYAmt0559467
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0716243
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010614
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034607
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0566175
IRS990/TotalFunctionalExpensesGrp/TotalAmt0611396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02257
IRS990/TotalLiabilitiesEOYAmt03102
IRS990/TotalLiabilitiesGrp/BOYAmt02257
IRS990/TotalLiabilitiesGrp/EOYAmt03102
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0438938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0556365

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.23$0.30$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.30$0.30$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.31$0.43$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.44$0.50$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.46$0.70$0.63$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.39$0.60$0.76$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.73$0.61$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.94$0.88$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.05$0.88$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.98$1.23$0.25
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.96$0.98$0.02
2013Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.86$0.82$0.03
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.90$0.80$0.10
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.81$0.81$0.01