Civic Intelligence

Independence Foundation

990PF • Fiscal year 2014 • EIN 23-1352110

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 12, 2015

Organization Profile

View Organization Page

200 South Broad Street No 1101Philadelphia, PA 19102

(215) 985-4009

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

9th percentile

0.00x

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

12th percentile

-11%

Higher net margin than 12% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$336,531

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

39th percentile

2.3%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$73,520,844

Up $1,687,756 (+2.3%) from 2013

Net Assets

$73,520,844

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin12th percentile

Revenue

Up

$5,123,604

Up $2,231,370 (+77%) from 2013

Expenses

Up

$5,669,531

Up $168,057 (+3.1%) from 2013

Net Income

Up

-$545,927

Up $2,063,313 (+79%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100M$50M$0Assets 2011: $62,505,391Liabilities 2011: $02011Assets 2012: $65,169,645Liabilities 2012: $02012Assets 2013: $71,833,088Liabilities 2013: $02013Assets 2014: $73,520,844Liabilities 2014: $0Net Assets 2014: $73,520,8442014Assets 2015: $69,413,334Liabilities 2015: $0Net Assets 2015: $69,413,3342015Assets 2016: $69,770,345Liabilities 2016: $0Net Assets 2016: $69,770,3452016Assets 2017: $76,418,853Liabilities 2017: $0Net Assets 2017: $76,418,8532017Assets 2018: $68,131,644Liabilities 2018: $0Net Assets 2018: $68,131,6442018Assets 2019: $76,132,189Liabilities 2019: $0Net Assets 2019: $76,132,1892019Assets 2020: $78,719,217Liabilities 2020: $0Net Assets 2020: $78,719,2172020Assets 2021: $84,695,452Liabilities 2021: $0Net Assets 2021: $84,695,4522021Assets 2022: $66,571,196Liabilities 2022: $0Net Assets 2022: $66,571,1962022Assets 2023: $73,777,166Liabilities 2023: $0Net Assets 2023: $73,777,1662023Assets 2024: $78,079,662Liabilities 2024: $0Net Assets 2024: $78,079,6622024

Highlighted filing

2014

Assets$73,520,844
Liabilities$0
Net Assets$73,520,844
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,446,147Expenses 2011: $5,200,898Net Income 2011: -$3,754,7512011Revenue 2012: $180,734Expenses 2012: $5,344,409Net Income 2012: -$5,163,6752012Revenue 2013: $2,892,234Expenses 2013: $5,501,474Net Income 2013: -$2,609,2402013Revenue 2014: $5,123,604Expenses 2014: $5,669,531Net Income 2014: -$545,9272014Revenue 2015: $3,990,430Expenses 2015: $5,692,307Net Income 2015: -$1,701,8772015Revenue 2016: $4,029,988Expenses 2016: $5,512,492Net Income 2016: -$1,482,5042016Revenue 2017: $6,152,268Expenses 2017: $5,325,071Net Income 2017: $827,1972017Revenue 2018: $7,668,819Expenses 2018: $5,676,836Net Income 2018: $1,991,9832018Revenue 2019: $7,127,628Expenses 2019: $5,689,727Net Income 2019: $1,437,9012019Revenue 2020: $2,815,934Expenses 2020: $5,727,053Net Income 2020: -$2,911,1192020Revenue 2021: $5,495,323Expenses 2021: $6,549,256Net Income 2021: -$1,053,9332021Revenue 2022: $3,150,026Expenses 2022: $6,052,583Net Income 2022: -$2,902,5572022Revenue 2023: $4,148,973Expenses 2023: $5,978,681Net Income 2023: -$1,829,7082023Revenue 2024: $8,171,196Expenses 2024: $6,367,509Net Income 2024: $1,803,6872024

Highlighted filing

2014

Revenue$5,123,604
Expenses$5,669,531
Net Income-$545,927
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN E SHERMANPresident, CEOFT$294,589$41,942$336,531
HON PHYLLIS W BECKBoard Chair, CFOFT$110,899$27,970$138,869
PEDRO A RAMOS ESQUIREVice President-$0--
ANDRE L DENNIS ESQUIREVice President-$0--
BARTON M SILVERMANVice President-$0--
ANDREA MENGEL PHD RNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Independence Foundation
EIN
23-1352110
Phone
2159854009
Address
200 SOUTH BROAD STREET NO 1101, PHILADELPHIA, PA 19102

Signing Officer

Name
Susan Sherman
Title
President/CEO
Phone
2159854009
Signed
2015-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Reinsel Kuntz Lesher Llp
Address
3501 CONCORD ROAD PO BOX 21439, YORK, PA 17402
Preparer
Douglas L Berman
Phone
7178433804
Raw XML AppendixShowing 400 of 723 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PASS THROUGH PATRIOT FINANCIAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PASS THROUGH PATRIOT FINANCIAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI-A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PASS THROUGH LUBERT-ADLER REAL ESTATE FUND VI-A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PASS THROUGH LBC CREDIT PARTNERS PARALLEL II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01914009
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-545927
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0178845
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02412528
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt073699689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt071833088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt073520844
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03461957
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03456957
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03461957
IRS990PF/DistributableAmountGrp/IncomeTaxAmt050794
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03596302
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt05000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt088551
IRS990PF/DistributableAmountGrp/TotalTaxAmt0139345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0134000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt089617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt045240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt088551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt089617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt088551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt088551
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0179240
IRS990PF/FMVAssetsEOYAmt074139501
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt017922068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt018431945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt018431945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046536275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048547236
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt048547236
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01054452
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01105930
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt069317
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt051478
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt051478
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0271693
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0271693
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0890350
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06470682
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05609783
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05609783
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0562553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0568209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0568209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt071833088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt073520844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt074139501
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt071833088
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt073520844
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt071833088
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt073520844
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt071833088
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt073520844
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt073021358
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0349506
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt071730024
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01095320
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0941828
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03596302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt071926038
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt073021358
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt228.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0108861
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt193893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt289226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt365363
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt446610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt038898
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt123171
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt226713
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt316007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt46747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt03348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt12880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt21553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JENNIFER BOHNENBERGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1SUSAN HECKROTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2EUNICE S KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3NANCY PADLO TILL 92014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4ROSE TOMLINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SPECIAL PROJECTS OFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3ASSISTANT TO THE PRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4ADMINISTRATIVE ASSIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0200 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1200 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2200 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3200 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt4200 SOUTH BROAD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd019102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd119102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd219102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd319102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd419102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0REINSEL KUNTZ LESHER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MILL CREEK CAPITAL ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt073925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt152474
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0AUDIT/TAX SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 8408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1161 WASHINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LANCASTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CONSHOHOCKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0176048408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0110899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1294589
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt024202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt139662
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt03768
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt12280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HON PHYLLIS W BECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN E SHERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PEDRO A RAMOS ESQUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANDRE L DENNIS ESQUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BARTON M SILVERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANDREA MENGEL PHD RN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD CHAIR, CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT, CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5INDEPENDENCE FOUNDATION 200 S BROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt2STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt5STREET SUITE 1101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,520,844
Liabilities
$0
Net assets
$73,520,844
Revenue
$5,123,604
Expenses
$5,669,531
Net income
-$545,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$78.1$0.00$78.1$8.17$6.37$1.80
2023Detailed filing. Detailed filing data is available for this year.$73.8$0.00$73.8$4.15$5.98$1.83
2022Detailed filing. Detailed filing data is available for this year.$66.6$0.00$66.6$3.15$6.05$2.90
2021Detailed filing. Detailed filing data is available for this year.$84.7$0.00$84.7$5.50$6.55$1.05
2020Detailed filing. Detailed filing data is available for this year.$78.7$0.00$78.7$2.82$5.73$2.91
2019Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$7.13$5.69$1.44
2018Detailed filing. Detailed filing data is available for this year.$68.1$0.00$68.1$7.67$5.68$1.99
2017Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$6.15$5.33$0.83
2016Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$4.03$5.51$1.48
2015Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$3.99$5.69$1.70
2014Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$5.12$5.67$0.55
2013Summary only. Only limited summary data is available for this year.$71.8$0.00$2.89$5.50$2.61
2012Summary only. Only limited summary data is available for this year.$65.2$0.00$0.18$5.34$5.16
2011Summary only. Only limited summary data is available for this year.$62.5$0.00$1.45$5.20$3.75