Civic Intelligence

South Eastern Economic Development Company of Pennsylvania

990 • Fiscal year 2019 • EIN 22-2490679

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 14, 2020

Organization ProfileWWW.SEEDCOPA.COM
737 Constitution DriveExton, PA 19341

(610) 458-5700

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.11x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

30th percentile

-0.7%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

36th percentile

1.6%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-24%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,316,988

Up $36,955 (+1.6%) from 2018

Net Assets

Down

$2,051,047

Down $9,242 (-0.4%) from 2018

Liabilities

Up

$265,941

Up $46,197 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin30th percentile

Revenue

Down

$1,320,527

Down $412,934 (-24%) from 2018

Expenses

Down

$1,329,769

Down $57,986 (-4.2%) from 2018

Net Income

Down

-$9,242

Down $354,948 (-103%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$200M$150M$100M$50M$0Assets 2011: $135,135,608Liabilities 2011: $134,984,570Net Assets 2011: $151,0382011Assets 2012: $149,586,039Liabilities 2012: $149,260,990Net Assets 2012: $325,0492012Assets 2013: $153,174,157Liabilities 2013: $152,256,692Net Assets 2013: $917,4652013Assets 2014: $160,362,470Liabilities 2014: $159,127,744Net Assets 2014: $1,234,7262014Assets 2015: $1,812,486Liabilities 2015: $362,581Net Assets 2015: $1,449,9052015Assets 2016: $2,475,442Liabilities 2016: $1,043,104Net Assets 2016: $1,432,3382016Assets 2017: $2,253,654Liabilities 2017: $539,071Net Assets 2017: $1,714,5832017Assets 2018: $2,280,033Liabilities 2018: $219,744Net Assets 2018: $2,060,2892018Assets 2019: $2,316,988Liabilities 2019: $265,941Net Assets 2019: $2,051,0472019Assets 2020: $2,885,740Liabilities 2020: $353,457Net Assets 2020: $2,532,2832020Assets 2021: $3,531,785Liabilities 2021: $771,990Net Assets 2021: $2,759,7952021Assets 2022: $4,125,560Liabilities 2022: $1,153,022Net Assets 2022: $2,972,5382022Assets 2023: $4,280,310Liabilities 2023: $1,325,155Net Assets 2023: $2,955,1552023

Highlighted filing

2019

Assets$2,316,988
Liabilities$265,941
Net Assets$2,051,047
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,703,128Expenses 2011: $1,659,423Net Income 2011: $43,7052011Expenses 2012: $1,818,4022012Expenses 2013: $1,489,4482013Revenue 2014: $1,747,317Expenses 2014: $1,430,056Net Income 2014: $317,2612014Revenue 2015: $1,981,772Expenses 2015: $1,766,593Net Income 2015: $215,1792015Revenue 2016: $1,396,752Expenses 2016: $1,414,319Net Income 2016: -$17,5672016Revenue 2017: $1,646,309Expenses 2017: $1,364,064Net Income 2017: $282,2452017Revenue 2018: $1,733,461Expenses 2018: $1,387,755Net Income 2018: $345,7062018Revenue 2019: $1,320,527Expenses 2019: $1,329,769Net Income 2019: -$9,2422019Revenue 2020: $1,830,848Expenses 2020: $1,349,612Net Income 2020: $481,2362020Revenue 2021: $1,614,452Expenses 2021: $1,386,940Net Income 2021: $227,5122021Revenue 2022: $1,651,017Expenses 2022: $1,438,274Net Income 2022: $212,7432022Revenue 2023: $1,638,016Expenses 2023: $1,655,399Net Income 2023: -$17,3832023

Highlighted filing

2019

Revenue$1,320,527
Expenses$1,329,769
Net Income-$9,242
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 14, 2020
Return Version
2018v3.1
Gross Receipts
$1,320,527
Mission and Program Overview

Mission

Foster the industrial and commercial growth of southeastern pennsylvania by providing financing available through the u.s. Small business administration loan programs to new, expanded and rehabilitated industrial and commercial projects.

Foster the industrial and commercial growth of southeastern pa

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,434,627$1,374,288▼ $60,339
Cash and Non-Interest-Bearing Accounts$722,157$873,732▲ $151,575
Accounts Receivable$91,631$21,320▼ $70,311
Prepaid Expenses and Deferred Charges$6,554$7,923▲ $1,369
Land, Buildings, and Equipment, Net$992$783▼ $209
Total Assets$2,280,033$2,316,988▲ $36,955
Other Assets Total$24,072$38,942▲ $14,870
Liabilities
Other Liabilities$155,586$175,435▲ $19,849
Accounts Payable and Accrued Expenses$64,158$90,506▲ $26,348
Total Liabilities$219,744$265,941▲ $46,197
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,812,773$1,881,924▲ $69,151
Unrestricted Net Assets$247,516$169,123▼ $78,393
Total Net Assets Fund Balance$2,060,289$2,051,047▼ $9,242
Total Liabilities and Net Assets / Fund Balance$2,280,033$2,316,988▲ $36,955

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$783$43,289$44,072
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Edward J BreinerChairman
Marian D MoskowitzVice Chairman
Andrew StumpBoard Member
Betsy NiedziejkoBoard Member
Christine HelmigBoard Member
Gary VarneyBoard Member
Geoff SheehanBoard Member
Greg NewellBoard Member
Greg OlsonBoard Member
Joseph CalabroBoard Member
Kristen LadowBoard Member
Mark CohenBoard Member
Michael CappellettiBoard Member
Michael StephanoBoard Member
Richard GraverBoard Member
Richard StiebritzBoard Member
Michael GrigalonisCOO/assistant Director
Gary SmithExecutive Director
Sherwood RobbinsManaging Director
John BuckheitCFO
Bill StedmanSecretary
Craig a Styer EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,313,261
Investment Income
$7,266
Other Revenue
$0
Change in Net Assets
$-9,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,320,527
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,320,527
Total Revenue per Form 990
$1,320,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,234,769
Grants and Similar Amounts Paid$95,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$955,696
Grants to Domestic Orgs---$95,000
Fees for Services Other---$71,371
Advertising---$58,545
Information Technology---$20,406
Fees for Services Accounting---$20,025
Travel---$9,270
Other Expenses---$9,154
Insurance---$8,247
Interest---$5,294
Fees for Services Legal---$4,900
Occupancy---$3,728
Office Expenses---$2,953
Depreciation Depletion---$209
Total Functional Expenses$0$0$0$1,329,769

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,329,769
Total Expenses per Audited Statements$1,329,769
Total Expenses per Form 990$1,329,769
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chester County Economic Development CouncilExton, PA501(c)(6)Economic Development in Chester County, Pa$50,000
Lehigh Valley Economic Development CouncilBethlehem, PA501(c)(3)Economic Development in Lehigh Valley, Pa$45,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Noncurrent Portion of Lt Debt$81,777
Unearned Deposits$60,572
Unearned Revenues - Other$33,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Part VI, Section A, Line 6

“The organization at all times has at least 9 individual members and does not exceed 25 invidual members.”

Form 990, Part VI, Section A, Line 7A

“Each member is entitled to cast one vote at any election of the directors of the organization.”

Form 990, Part VI, Section B, Line 11B

“Final 990 is reviewed by cfo to ensure accuracy and consistency with audited financial statements. Subsequently it is distributed to the board of directors and is reviewed with and approved by them at one of their monthly meetings prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy is reviewed annually by the advisory group and approved by the board.”

Form 990, Part VI, Section C, Line 19

“These documents are made available to the public only upon direct request to the organization.”

Filing and Contact Details

Filer

Filer Name
South Eastern Economic Development
EIN
22-2490679
Phone
6104585700
Address
737 CONSTITUTION DRIVE, EXTON, PA 19341

Signing Officer

Name
John Buckheit
Title
CFO
Phone
6104585700
Signed
2020-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Smith
Formed
1983
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Maillie Llp
Address
624 WILLOWBROOK LANE, WEST CHESTER, PA 19382
Preparer
Craig S Springer CPA
Phone
6106964353
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2

“The board of directors oversees the audit and is involved in the selection of the independent auditors.”

Raw XML AppendixShowing 400 of 558 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO/ASSISTANT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21MANAGING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt095000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt095000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01320527
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt020406
IRS990/InsuranceGrp/TotalAmt08247
IRS990/InterestGrp/TotalAmt05294
IRS990/InvestmentIncomeGrp/ExclusionAmt07266
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07266
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043289
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0992
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0783
IRS990/LandBldgEquipCostOrOtherBssAmt044072
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOSTER THE INDUSTRIAL AND COMMERCIAL GROWTH OF SOUTHEASTERN PENNSYLVANIA BY PROVIDING FINANCING AVAILABLE THROUGH THE U.S. SMALL BUSINESS ADMINISTRATION LOAN PROGRAMS TO NEW, EXPANDED AND REHABILITATED INDUSTRIAL AND COMMERCIAL PROJECTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02060289
IRS990/NetAssetsOrFundBalancesEOYAmt02051047
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt03728
IRS990/OfficeExpensesGrp/TotalAmt02953
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024072
IRS990/OtherAssetsTotalGrp/EOYAmt038942
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1BUSINESS DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3EDUCATION AND SEMINARS
IRS990/OtherExpensesGrp/TotalAmt032757
IRS990/OtherExpensesGrp/TotalAmt118439
IRS990/OtherExpensesGrp/TotalAmt213775
IRS990/OtherExpensesGrp/TotalAmt39154
IRS990/OtherLiabilitiesGrp/BOYAmt0155586
IRS990/OtherLiabilitiesGrp/EOYAmt0175435
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01434627
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01374288
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06554
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07923
IRS990/PrincipalOfficerNm0GARY SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/BusinessCd2561000
IRS990/ProgramServiceRevenueGrp/BusinessCd3561000
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1PROCESSING FEES
IRS990/ProgramServiceRevenueGrp/Desc2SBA PROGRAM FEES/INTER
IRS990/ProgramServiceRevenueGrp/Desc3SSBCI LOAN REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0909893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1216493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2107242
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt379633
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0909893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1216493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2107242
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt379633
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0130000
IRS990/PYInvestmentIncomeAmt08660
IRS990/PYOtherExpensesAmt01257755
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01724801
IRS990/PYRevenuesLessExpensesAmt0345706
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01387755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01733461
IRS990/ReconcilationRevenueExpnssAmt0-9242
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01313261
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0783
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043289
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044072
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01329769
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt060572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt281777
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNEARNED REVENUES - OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2NONCURRENT PORTION OF LT DEBT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01320527
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0783
IRS990ScheduleD/TotalExpensesPerForm990Amt01329769
IRS990ScheduleD/TotalLiabilityAmt0175435
IRS990ScheduleD/TotalRevenuePerForm990Amt01320527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01320527
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01329769
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt145000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ECONOMIC DEVELOPMENT IN CHESTER COUNTY, PA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ECONOMIC DEVELOPMENT IN LEHIGH VALLEY, PA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LEHIGH VALLEY ECONOMIC DEVELOPMENT COUNCIL
IRS990ScheduleI/RecipientTable/RecipientEIN0231576225
IRS990ScheduleI/RecipientTable/RecipientEIN1232798276
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0737 CONSTITUTION DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12158 AVENUE C SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EXTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BETHLEHEM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019341
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd118017
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ADVISORY GROUP PROPOSES THE GRANT AMOUNT IN CONJUNCTION WITH ANNUAL BUDGET PROCESS, THE BOARD OF DIRECTORS APPROVES THE GRANT AND THE CFO MONITORS THE USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AT ALL TIMES HAS AT LEAST 9 INDIVIDUAL MEMBERS AND DOES NOT EXCEED 25 INVIDUAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER IS ENTITLED TO CAST ONE VOTE AT ANY ELECTION OF THE DIRECTORS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINAL 990 IS REVIEWED BY CFO TO ENSURE ACCURACY AND CONSISTENCY WITH AUDITED FINANCIAL STATEMENTS. SUBSEQUENTLY IT IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND IS REVIEWED WITH AND APPROVED BY THEM AT ONE OF THEIR MONTHLY MEETINGS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE ADVISORY GROUP AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON DIRECT REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS OVERSEES THE AUDIT AND IS INVOLVED IN THE SELECTION OF THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2

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
$2,316,988
Liabilities
$265,941
Net assets
$2,051,047
Revenue
$1,320,527
Expenses
$1,329,769
Net income
-$9,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.28$1.33$2.96$1.64$1.66$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$1.15$2.97$1.65$1.44$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.77$2.76$1.61$1.39$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.35$2.53$1.83$1.35$0.48
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.27$2.05$1.32$1.33$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.22$2.06$1.73$1.39$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.54$1.71$1.65$1.36$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.48$1.04$1.43$1.40$1.41$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.36$1.45$1.98$1.77$0.22
2014Summary only. Only limited summary data is available for this year.$160$159$1.23$1.75$1.43$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$152$0.92$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$150$149$0.33$1.82
2011Summary only. Only limited summary data is available for this year.$135$135$0.15$1.70$1.66$0.04