Civic Intelligence

Southern Lehigh Education Foundation

990EZ • Fiscal year 2022 • EIN 20-2514811

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

Organization ProfileN/A
5775 Main StreetCenter Valley, PA 18034

(610) 282-3121

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-50%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$35,643

Down $4 (-0.0%) from 2021

Net Assets

Down

$35,643

Down $4 (-0.0%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$479

Down $476 (-50%) from 2021

Expenses

Up

$483

Up $52 (+12%) from 2021

Net Income

Down

-$4

Down $528 (-101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2011: $55,434Liabilities 2011: $02011Assets 2012: $60,270Liabilities 2012: $02012Assets 2013: $43,014Liabilities 2013: $02013Assets 2014: $42,663Liabilities 2014: $02014Assets 2015: $34,658Liabilities 2015: $02015Assets 2016: $32,942Liabilities 2016: $02016Assets 2017: $33,664Liabilities 2017: $02017Assets 2018: $33,957Liabilities 2018: $02018Assets 2019: $34,094Liabilities 2019: $02019Assets 2020: $35,123Liabilities 2020: $02020Assets 2021: $35,647Net Assets 2021: $35,6472021Assets 2022: $35,643Net Assets 2022: $35,6432022Assets 2023: $67,729Liabilities 2023: $02023

Highlighted filing

2022

Assets$35,643
Liabilities-
Net Assets$35,643
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $12,630Expenses 2011: $4,958Net Income 2011: $7,6722011Revenue 2012: $10,936Expenses 2012: $6,100Net Income 2012: $4,8362012Revenue 2013: $5,300Expenses 2013: $22,556Net Income 2013: -$17,2562013Revenue 2014: $11,258Expenses 2014: $11,609Net Income 2014: -$3512014Revenue 2015: $2,901Expenses 2015: $10,906Net Income 2015: -$8,0052015Revenue 2016: $33,579Expenses 2016: $35,295Net Income 2016: -$1,7162016Revenue 2017: $1,575Expenses 2017: $853Net Income 2017: $7222017Revenue 2018: $917Expenses 2018: $624Net Income 2018: $2932018Revenue 2019: $787Expenses 2019: $650Net Income 2019: $1372019Revenue 2020: $1,029Expenses 2020: $0Net Income 2020: $1,0292020Revenue 2021: $955Expenses 2021: $431Net Income 2021: $5242021Revenue 2022: $479Expenses 2022: $483Net Income 2022: -$42022Revenue 2023: $43,279Expenses 2023: $11,193Net Income 2023: $32,0862023

Highlighted filing

2022

Revenue$479
Expenses$483
Net Income-$4
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Gross Receipts
$479
Mission and Program Overview

Mission

EDUCATION FOUNDATION.

Program Services

DescriptionGrantsExpenses
VARIOUS EDUCATIONAL PROGRAMS SUPPORTING THE SCHOOL DISTRICT.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES ZELLNERPresident-$0--
COLIN KEEFEVice Preside-$0--
PETER BIOTreasurer-$0--
JESSICA SCHWARTZSecretary-$0--
JANELLE MAKOWSKIBoard Member-$0--
KRISTEN QUIRKBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Southern Lehigh Education Foundatio
EIN
20-2514811
Phone
6102823121
Address
5775 MAIN STREET, CENTER VALLEY, PA 18034

Signing Officer

Name
Peter Bio
Title
Treasurer
Phone
6102823121
Signed
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
France Anderson Basile & Co
Address
903 CHESTNUT ST, EMMAUS, PA 18049
Preparer
W Mark Anderson
Phone
6109671200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 33 total 33”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum06102823121
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05775 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CENTER VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035647
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035643
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0477
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035647
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035643
IRS990EZ/GrossReceiptsAmt0479
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035647
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035643
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035647
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035643
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES ZELLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLIN KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER BIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANELLE MAKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KRISTEN QUIRK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOUNDATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0VARIOUS EDUCATIONAL PROGRAMS SUPPORTING THE SCHOOL DISTRICT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0483
IRS990EZ/TotalRevenueAmt0479
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04140
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.99370
IRS990ScheduleA/PublicSupportTotal509Amt04142
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0479
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0908
IRS990ScheduleA/Total509Grp/TotalAmt04142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0917
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 33 TOTAL 33
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT DURING THE YEAR, RECEIVE ANY FUNDS DIRECTLY, OR INDIRECTLY TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT DURING THE YEAR, PAY ANY PREMIUMS DIRECTLY, OR INDIRECTLY ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06102823121
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN LEHIGH EDUCATION FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0202514811
ReturnHeader/Filer/PhoneNum06102823121
ReturnHeader/Filer/USAddress/AddressLine1Txt05775 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CENTER VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232745511
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANCE ANDERSON BASILE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0903 CHESTNUT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EMMAUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018049
ReturnHeader/PreparerPersonGrp/PhoneNum06109671200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W MARK ANDERSON
ReturnHeader/ReturnTs02023-04-26T12:30:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BIO
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,643
Liabilities
-
Net assets
$35,643
Revenue
$479
Expenses
$483
Net income
-$4
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$67.7$0.00$43.3$11.2$32.1
2022Detailed filing. Detailed filing data is available for this year.$35.6$35.6$0.48$0.48$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$35.6$0.96$0.43$0.52
2020Summary only. Only limited summary data is available for this year.$35.1$0.00$1.03$0.00$1.03
2019Summary only. Only limited summary data is available for this year.$34.1$0.00$0.79$0.65$0.14
2018Summary only. Only limited summary data is available for this year.$34.0$0.00$0.92$0.62$0.29
2017Summary only. Only limited summary data is available for this year.$33.7$0.00$1.58$0.85$0.72
2016Summary only. Only limited summary data is available for this year.$32.9$0.00$33.6$35.3$1.72
2015Summary only. Only limited summary data is available for this year.$34.7$0.00$2.90$10.9$8.01
2014Summary only. Only limited summary data is available for this year.$42.7$0.00$11.3$11.6$0.35
2013Summary only. Only limited summary data is available for this year.$43.0$0.00$5.30$22.6$17.3
2012Summary only. Only limited summary data is available for this year.$60.3$0.00$10.9$6.10$4.84
2011Summary only. Only limited summary data is available for this year.$55.4$0.00$12.6$4.96$7.67