Civic Intelligence

Grier Foundation

990 • Fiscal year 2014 • EIN 23-1517016

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 08, 2014

P O Box 30816686

(814) 684-3000

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.21x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.55x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

89th percentile

$685,589

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

78th percentile

13%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$37,531,601

Up $4,426,298 (+13%) from 2013

Net Assets

Up

$29,828,044

Up $3,538,312 (+13%) from 2013

Liabilities

Up

$7,703,557

Up $887,986 (+13%) from 2013

Revenue

$14,119,041

No earlier filing loaded for comparison.

Expenses

Up

$10,702,020

Up $448,148 (+4.4%) from 2013

Net Income

$3,417,021

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $27,295,762Liabilities 2011: $7,048,636Net Assets 2011: $20,247,1262011Assets 2012: $31,478,012Liabilities 2012: $8,671,145Net Assets 2012: $22,806,8672012Assets 2013: $33,105,303Liabilities 2013: $6,815,571Net Assets 2013: $26,289,7322013Assets 2014: $37,531,601Liabilities 2014: $7,703,557Net Assets 2014: $29,828,0442014Assets 2015: $40,428,468Liabilities 2015: $7,739,103Net Assets 2015: $32,689,3652015Assets 2016: $43,735,962Liabilities 2016: $8,334,433Net Assets 2016: $35,401,5292016Assets 2017: $46,098,795Liabilities 2017: $7,490,537Net Assets 2017: $38,608,2582017Assets 2018: $47,675,772Liabilities 2018: $7,097,574Net Assets 2018: $40,578,1982018Assets 2019: $49,397,661Liabilities 2019: $6,350,060Net Assets 2019: $43,047,6012019Assets 2020: $48,903,007Liabilities 2020: $4,163,481Net Assets 2020: $44,739,5262020Assets 2021: $53,535,178Liabilities 2021: $5,202,935Net Assets 2021: $48,332,2432021Assets 2022: $54,103,037Liabilities 2022: $6,909,241Net Assets 2022: $47,193,7962022Assets 2023: $49,845,099Liabilities 2023: $3,486,448Net Assets 2023: $46,358,6512023Assets 2024: $50,090,658Liabilities 2024: $3,416,216Net Assets 2024: $46,674,4422024Assets 2025: $48,732,975Liabilities 2025: $3,939,179Net Assets 2025: $44,793,7962025

Highlighted filing

2014

Assets$37,531,601
Liabilities$7,703,557
Net Assets$29,828,044

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,118,4762011Expenses 2012: $9,640,8782012Expenses 2013: $10,253,8722013Revenue 2014: $14,119,041Expenses 2014: $10,702,020Net Income 2014: $3,417,0212014Revenue 2015: $13,921,976Expenses 2015: $11,096,496Net Income 2015: $2,825,4802015Revenue 2016: $14,398,288Expenses 2016: $11,699,747Net Income 2016: $2,698,5412016Revenue 2017: $15,372,936Expenses 2017: $12,088,995Net Income 2017: $3,283,9412017Revenue 2018: $13,931,091Expenses 2018: $11,903,336Net Income 2018: $2,027,7552018Revenue 2019: $14,674,190Expenses 2019: $12,162,259Net Income 2019: $2,511,9312019Revenue 2020: $13,944,472Expenses 2020: $12,159,057Net Income 2020: $1,785,4152020Revenue 2021: $9,966,529Expenses 2021: $9,101,408Net Income 2021: $865,1212021Revenue 2022: $10,373,651Expenses 2022: $10,487,269Net Income 2022: -$113,6182022Revenue 2023: $9,541,004Expenses 2023: $12,498,389Net Income 2023: -$2,957,3852023Revenue 2024: $11,584,938Expenses 2024: $13,773,119Net Income 2024: -$2,188,1812024Revenue 2025: $10,396,946Expenses 2025: $14,123,468Net Income 2025: -$3,726,5222025

Highlighted filing

2014

Revenue$14,119,041
Expenses$10,702,020
Net Income$3,417,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 8, 2014
Return Version
2013v3.0
Gross Receipts
$14,119,041
Mission and Program Overview

Mission

To provide education, room, board and activities for students primarily in 7th through 12th grades

Provide education, room & board and activities for students primarily in 7th thru 12th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$22,519,305$26,353,009▲ $3,833,704
Land, Buildings, and Equipment, Net$10,242,339$10,934,985▲ $692,646
Prepaid Expenses and Deferred Charges$208,690$153,463▼ $55,227
Accounts Receivable$101,685$56,309▼ $45,376
Inventories for Sale or Use$19,361$21,833▲ $2,472
Cash and Non-Interest-Bearing Accounts$13,923$12,002▼ $1,921
Total Assets$33,105,303$37,531,601▲ $4,426,298
Liabilities
Other Liabilities$5,736,493$6,744,647▲ $1,008,154
Accounts Payable and Accrued Expenses$923,721$958,910▲ $35,189
Mortgage Notes Payable Secured by Investment Property$155,357--
Total Liabilities$6,815,571$7,703,557▲ $887,986
Net Assets / Fund Balance
Unrestricted Net Assets$25,325,874$28,630,997▲ $3,305,123
Temporarily Rstr Net Assets$963,858$1,197,047▲ $233,189
Total Net Assets Fund Balance$26,289,732$29,828,044▲ $3,538,312
Total Liabilities and Net Assets / Fund Balance$33,105,303$37,531,601▲ $4,426,298

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,934,985$13,801,600-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AdministratorAdministratorFT$452,400$233,189$685,589
AdministratorEmployeeFT$129,538-$129,538
Revenue and Support

Revenue Composition

Contributions and Grants
$704,393
Program Service Revenue
$12,497,481
Investment Income
$952,467
Other Revenue
$-35,300
All Other Contributions
$704,393
Change in Net Assets
$3,417,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,073,279
Other Expenses$4,628,741
Total Fundraising Expense$210,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$5,061,348--$5,061,348
All Other Expenses$805,481-$210,364$1,015,845
Depreciation Depletion$834,916--$834,916
Occupancy$492,263--$492,263
Other Expenses$424,438$526,575-$424,438
Payroll Taxes$360,091--$360,091
Other Employee Benefits$285,066--$285,066
Current Officers, Directors, Trustees, and Key Employees$220,000--$220,000
Office Expenses$195,285--$195,285
Travel$184,595--$184,595
Pension Plan Contributions$146,774--$146,774
Interest$9,582--$9,582
Total Functional Expenses$9,965,081$526,575$210,364$10,702,020
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tuition Deposits$6,732,645
Due to Students$12,002
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

Available for public inspection

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

There is an annual meeting with all parties

Form 990, Part VI, Section B, Line 15

Compensation of top management and key employees were reviewed and approved.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

EIN
23-1517016
Phone
8146843000

Signing Officer

Name
Douglas Grier
Title
President
Phone
8146843000
Signed
2014-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Grier
Formed
1853
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
222
Volunteers
0

Preparer

Preparer
Annette Felton CPA
Phone
8146844640
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

The organization has not changed its oversight process or selection process duing the tax year

Raw XML AppendixShowing 400 of 462 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/OtherLiabilitiesGrp/BOYAmt05736493
IRS990/OtherLiabilitiesGrp/EOYAmt06744647
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0GAIN (LOSS) ON SALE OF
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-35300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-35300
IRS990/OtherRevenueTotalAmt0-35300
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0360091
IRS990/PayrollTaxesGrp/TotalAmt0360091
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0146774
IRS990/PensionPlanContributionsGrp/TotalAmt0146774
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0208690
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0153463
IRS990/PrincipalOfficerNm0DOUGLAS GRIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0644136
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0594631
IRS990/PYOtherExpensesAmt04681568
IRS990/PYOtherRevenueAmt0-12000
IRS990/PYProgramServiceRevenueAmt012440790
IRS990/PYRevenuesLessExpensesAmt03413685
IRS990/PYSalariesCompEmpBnftPaidAmt05572304
IRS990/PYTotalExpensesAmt010253872
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013667557
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03417021
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012462181
IRS990/SavingsAndTempCashInvstGrp/BOYAmt022519305
IRS990/SavingsAndTempCashInvstGrp/EOYAmt026353009
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt010934985
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013801600
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt024736585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06732645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TUITION DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO STUDENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010934985
IRS990ScheduleD/TotalLiabilityAmt06744647
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN ALL INFORMATIONAL LITERATURE AND ADVERTISEMENT
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0452400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt0233189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0685589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVAILABLE FOR PUBLIC INSPECTION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS AN ANNUAL MEETING WITH ALL PARTIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES WERE REVIEWED AND APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DUING THE TAX YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0963858
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01197047
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033105303
IRS990/TotalAssetsEOYAmt037531601
IRS990/TotalAssetsGrp/BOYAmt033105303
IRS990/TotalAssetsGrp/EOYAmt037531601
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0704393
IRS990/TotalEmployeeCnt0222
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0210364
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0526575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09965081
IRS990/TotalFunctionalExpensesGrp/TotalAmt010702020
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06815571
IRS990/TotalLiabilitiesEOYAmt07703557

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$48.7$3.94$44.8$10.4$14.1$3.73
2024Detailed filing. Detailed filing data is available for this year.$50.1$3.42$46.7$11.6$13.8$2.19
2023Detailed filing. Detailed filing data is available for this year.$49.8$3.49$46.4$9.54$12.5$2.96
2022Detailed filing. Detailed filing data is available for this year.$54.1$6.91$47.2$10.4$10.5$0.11
2021Detailed filing. Detailed filing data is available for this year.$53.5$5.20$48.3$9.97$9.10$0.87
2020Detailed filing. Detailed filing data is available for this year.$48.9$4.16$44.7$13.9$12.2$1.79
2019Detailed filing. Detailed filing data is available for this year.$49.4$6.35$43.0$14.7$12.2$2.51
2018Detailed filing. Detailed filing data is available for this year.$47.7$7.10$40.6$13.9$11.9$2.03
2017Detailed filing. Detailed filing data is available for this year.$46.1$7.49$38.6$15.4$12.1$3.28
2016Detailed filing. Detailed filing data is available for this year.$43.7$8.33$35.4$14.4$11.7$2.70
2015Detailed filing. Detailed filing data is available for this year.$40.4$7.74$32.7$13.9$11.1$2.83
2014Detailed filing. Detailed filing data is available for this year.$37.5$7.70$29.8$14.1$10.7$3.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$6.82$26.3$10.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$8.67$22.8$9.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$7.05$20.2$9.12