Civic Intelligence

The Commonwealth Foundation for Public Policy Alternatives

990 • Fiscal year 2017 • EIN 23-2473845

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 02, 2018

225 State Street No 302Harrisburg, PA 17101

(717) 671-1901

Siviq Scores

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

Liabilities / Assets

59th percentile

0.16x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$213,136

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

96th percentile

113%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-4.8%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,050,050

Up $557,148 (+113%) from 2016

Net Assets

Up

$878,079

Up $480,695 (+121%) from 2016

Liabilities

Up

$171,971

Up $76,453 (+80%) from 2016

Revenue

Down

$3,486,350

Down $175,482 (-4.8%) from 2016

Expenses

Down

$2,993,022

Down $487,767 (-14%) from 2016

Net Income

Up

$493,328

Up $312,285 (+172%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $758,913Liabilities 2011: $48,930Net Assets 2011: $709,9832011Assets 2012: $696,947Liabilities 2012: $82,975Net Assets 2012: $613,9722012Assets 2013: $919,970Liabilities 2013: $161,248Net Assets 2013: $758,7222013Assets 2014: $1,018,031Liabilities 2014: $178,846Net Assets 2014: $839,1852014Assets 2015: $764,438Liabilities 2015: $547,184Net Assets 2015: $217,2542015Assets 2016: $492,902Liabilities 2016: $95,518Net Assets 2016: $397,3842016Assets 2017: $1,050,050Liabilities 2017: $171,971Net Assets 2017: $878,0792017Assets 2018: $2,377,725Liabilities 2018: $155,530Net Assets 2018: $2,222,1952018Assets 2019: $3,921,436Liabilities 2019: $213,051Net Assets 2019: $3,708,3852019Assets 2020: $4,161,411Liabilities 2020: $244,630Net Assets 2020: $3,916,7812020Assets 2021: $4,571,108Liabilities 2021: $543,641Net Assets 2021: $4,027,4672021Assets 2022: $5,120,050Liabilities 2022: $817,703Net Assets 2022: $4,302,3472022Assets 2023: $5,691,370Liabilities 2023: $875,389Net Assets 2023: $4,815,9812023Assets 2024: $6,856,601Liabilities 2024: $895,921Net Assets 2024: $5,960,6802024

Highlighted filing

2017

Assets$1,050,050
Liabilities$171,971
Net Assets$878,079

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,671,5662011Revenue 2012: $1,551,722Expenses 2012: $1,648,046Net Income 2012: -$96,3242012Revenue 2013: $2,810,324Expenses 2013: $2,665,762Net Income 2013: $144,5622013Revenue 2014: $3,929,099Expenses 2014: $3,838,154Net Income 2014: $90,9452014Revenue 2015: $2,113,078Expenses 2015: $2,734,578Net Income 2015: -$621,5002015Revenue 2016: $3,661,832Expenses 2016: $3,480,789Net Income 2016: $181,0432016Revenue 2017: $3,486,350Expenses 2017: $2,993,022Net Income 2017: $493,3282017Revenue 2018: $4,911,259Expenses 2018: $3,649,227Net Income 2018: $1,262,0322018Revenue 2019: $5,704,965Expenses 2019: $4,301,074Net Income 2019: $1,403,8912019Revenue 2020: $5,578,694Expenses 2020: $5,451,336Net Income 2020: $127,3582020Revenue 2021: $7,295,526Expenses 2021: $7,265,423Net Income 2021: $30,1032021Revenue 2022: $8,505,576Expenses 2022: $8,227,600Net Income 2022: $277,9762022Revenue 2023: $9,554,022Expenses 2023: $9,040,362Net Income 2023: $513,6602023Revenue 2024: $12,137,868Expenses 2024: $10,993,169Net Income 2024: $1,144,6992024

Highlighted filing

2017

Revenue$3,486,350
Expenses$2,993,022
Net Income$493,328
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 2, 2018
Return Version
2016v3.0
Gross Receipts
$3,486,350
Mission and Program Overview

Mission

The commonwealth foundation transforms free-market ideas into public policies so all pennsylvanians can flourish.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,709$873,467▲ $686,758
Land, Buildings, and Equipment, Net$145,085$138,359▼ $6,726
Accounts Receivable$28,472$26,689▼ $1,783
Prepaid Expenses and Deferred Charges$7,873$7,472▼ $401
Investments in Publicly Traded Securities$124,763$4,063▼ $120,700
Total Assets$492,902$1,050,050▲ $557,148
Liabilities
Accounts Payable and Accrued Expenses$78,659$157,678▲ $79,019
Other Liabilities$16,859$14,293▼ $2,566
Total Liabilities$95,518$171,971▲ $76,453
Net Assets / Fund Balance
Unrestricted Net Assets$397,384$878,079▲ $480,695
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$397,384$878,079▲ $480,695
Total Liabilities and Net Assets / Fund Balance$492,902$1,050,050▲ $557,148

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,901$101,967$129,868
Leasehold Improvements$110,458$6,470$116,928
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles F MitchellPresident & CEOFT$199,278$13,858$213,136
Matthew J BrouilletteDirector and President(through 6/30/16)FT$121,471-$121,471
Nathan a BenefieldVice President/COO & SecretaryFT$99,235$3,453$102,688
Jennifer T StefanoVice PresidentFT$29,154$922$30,076

Board Members and Trustees

NameTitle
Jane Leader JaneczekDirector & Chair
Brittney N ParkerDirector
C Bruce Kern IiDirector
Elise M WesthoffDirector
Gerard AlexanderDirector
John F Bitzer IiiDirector
Jonathan S DearmentDirector
Robert L Ecklin JrDirector
Thomas E BeachDirector
W Kirk LiddellDirector & Secretary
George Gh Coates JrDirector & Treasurer
Carl HelstromDirector (through 4/18/17)

Highest Paid Contractors

ContractorServicesLocationCompensation
Red Maverick MediaMedia Services403 N 2ND STREET, Harrisburg, PA 17101$190,004
Revenue and Support

Revenue Composition

Contributions and Grants
$3,486,121
Program Service Revenue
$0
Investment Income
$126
Other Revenue
$103
All Other Contributions
$3,486,121
Change in Net Assets
$493,328

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$402,706Market Value
Total Noncash Contributions1$402,706-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,486,350
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$76,908
Total Revenue per Audited Statements
$3,563,258
Total Revenue per Form 990
$3,486,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,726,131
Other Expenses$1,264,391
Total Fundraising Expense$396,064
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,730$149,192$105,686$932,608
Current Officers, Directors, Trustees, and Key Employees$391,278$86,134$61,017$538,429
Fees for Services Other$179,709$15,284$52,143$247,136
Advertising$202,035--$202,035
Office Expenses$98,157$21,586$62,361$182,104
Travel$129,139$5,962$28,741$163,842
Payroll Taxes$92,174$20,097$11,953$124,224
Other Employee Benefits$78,349$14,342$11,417$104,108
Information Technology$77,325$8,254$6,382$91,961
Fees for Services Accounting$53,474$4,548$15,515$73,537
Occupancy$43,268$9,532$6,939$59,739
Fees for Services Legal$40,571$3,450$11,771$55,792
Other Expenses$42,017$1,486$4,200$47,703
Conferences and Meetings$21,778$250$17,585$39,613
Depreciation Depletion$21,928$4,851$3,532$30,311
Pension Plan Contributions$20,140$3,687$2,935$26,762
Insurance$5,634$1,247$908$7,789
Grants to Domestic Orgs$2,500--$2,500
All Other Expenses$-84,455$-1,498$-12,909$-98,862
Total Functional Expenses$2,240,465$356,493$396,064$2,993,022

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,082,563
Expenses per Audited Statements$2,993,022
Total Expenses per Form 990$2,993,022
Expenses Not Reported on Form 990$89,541
Expenses Not Reported on Financial Statements$0
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Charles F MitchellPresident and CEOEXPLANATION: CHARLES F. MITCHELL IS THE PRESIDENT AND CEO OF THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES ("CF") AND ALSO HAS THE FOLLOWING LEADERSHIP ROLES FOR OTHER NONPROFIT ORGANIZATIONS: A BOARD DIRECTOR FOR COMMONWEALTH ALLIES; AS WELL AS TREASURER OF AMERICANS FOR FAIR TREATMENT, INC. HE WAS TREASURER OF THE FAIRNESS CENTER, INC. THROUGH MAY 2017. THE CF HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH COMMONWEALTH ALLIES, INC., THE FAIRNESS CENTER, INC, AND AMERICANS FOR FAIR TREATMENT, INC FOR THE PURPOSE OF ALLOCATING AND ASSIGNING PAYMENT RESPONSIBILITY FOR COSTS AND EXPENSES BETWEEN THE ORGANIZATIONS. THE CF RECEIVED $102,690 IN REIMBURSEMENTS IN 2017 FOR SHARED SERVICES PROVIDED TO THESE ORGANIZATIONS.No$102,690
Nathan a BenefieldVice President and COOEXPLANATION: NATHAN A. BENEFIELD IS VICE PRESIDENT AND COO OF THE CF AND ALSO PRESIDENT AND CEO OF COMMONWEALTH ALLIES, INC. SEE DESCRIPTION ABOVE FOR TRANSACTIONS BETWEEN THE CF AND COMMONWEALTH ALLIES, INC.No$102,690
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$14,293
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
Yes
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 B, Line 11B

The form 990 is reviewed by the organization's board of directors prior to signature and filing.

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

The conflict of interest policy covers interested persons, including officers, directors, or members of a committee that have a direct or indirect financial interest. The interested person must disclose the existence of a conflict of interest and all material facts to the board of directors or members of a committee considering the proposed transaction arrangement. The board or committee then decides whether a conflict of interest exists. In the event the board or committee determines a conflict of interest exists, appropriate disciplinary and corrective action will be taken to eliminate the conflict.

Form 990, Part VI, Section B, Line 15A

The board of directors strives to ensure a generally competitive and industry comparable salary and benefits package for the president & ceo. Each year, based on the performance of the commonwealth foundation and the president during the prior year, the board determines a level of salary increase that is either based on annual, national or regional data or, if an increase significantly different from data is proposed, the board conducts a salary review of similar positions of organizations similar to the foundation and the salary is adjusted accordingly based on those findings. This review is conducted by both contacting several organizations directly for salary data and by comparing other publicly available salary information, such as publicly available form 990 tax returns. Form 990, part vi, section b, line 15b: the commonwealth foundation uses similar procedures as described above to establish compensation for other officers and key employees.

Form 990, Part VI, Section C, Line 19

The organization provides the governing documents and conflict of interest policy upon request.

Filing and Contact Details

Filer

Filer Name
The Commonwealth Foundation for Public
EIN
23-2473845
Phone
7176711901
Address
225 STATE STREET NO 302, HARRISBURG, PA 17101

Signing Officer

Name
Charles F Mitchell
Title
President & CEO
Phone
7176711901
Signed
2018-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles F Mitchell
Formed
1987
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
31
Volunteers
0

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Gary J Dubas
Phone
7177617910
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Changes in value of charitable gift annuities -534.

Financial Statement Notes

PART X, LINE 2:

The foundation has been recognized by the internal revenue service (irs) as a tax-exempt organization under section 501 (c)(3) of the internal revenue code (the code) and is exempt from federal income taxes on related income pursuant to sections 502 (a) of the code. The foundation adheres to the provisions of asc 740, income taxes (asc 740). Asc 740 establishes rules for recognizing and measuring tax positions taken in an income tax return, including disclosures of incertain tax positions (utps). Asc 740 mandates that companies evaluate all material income tax positions for periods that remain open under applicable statutes of limitation, as well as positions expected to be taken in future returns. The utp rules then impose a recognition threshold on each tax position. An organization can recognize an income tax benefit only if the position has a "more likely than not" (i.e., more than 50 percent) chance of being sustained on the technical merits. For the year ended september 30, 2017, and year ended september 30, 2016, the foundation has taken no material tax positions on its applicable tax filings that do not meet the "more likely than not" threshold. As a result, no amount for utps has been included in the financial statements. Management believes it is not subject to income tax examinations for years prior to 2014.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Changes in value of charitable gift annuities -534.

Raw XML AppendixShowing 400 of 633 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/PersonNm10BRITTNEY N PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm11ELISE M WESTHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm12CHARLES F MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm13NATHAN A BENEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER T STEFANO
IRS990/Form990PartVIISectionAGrp/PersonNm15MATTHEW J BROUILLETTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12199278
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1399235
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1429154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15121471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (THROUGH 4/18/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT/COO & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIR. AND PRESIDENT(THROUGH 6/30/16)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03486350
IRS990/GrossRentsGrp/RealAmt0103
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06382
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08254
IRS990/InformationTechnologyGrp/ProgramServicesAmt077325
IRS990/InformationTechnologyGrp/TotalAmt091961
IRS990/InsuranceGrp/FundraisingAmt0908
IRS990/InsuranceGrp/ManagementAndGeneralAmt01247
IRS990/InsuranceGrp/ProgramServicesAmt05634
IRS990/InsuranceGrp/TotalAmt07789
IRS990/InvestmentIncomeGrp/ExclusionAmt0126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0126
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0124763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04063
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0108437
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0145085
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0138359
IRS990/LandBldgEquipCostOrOtherBssAmt0246796
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMMONWEALTH FOUNDATION TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES SO ALL PENNSYLVANIANS CAN FLOURISH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0397384
IRS990/NetAssetsOrFundBalancesEOYAmt0878079
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0103
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0103
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12099
IRS990/NoncashContributionsAmt0402706
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06939
IRS990/OccupancyGrp/ManagementAndGeneralAmt09532
IRS990/OccupancyGrp/ProgramServicesAmt043268
IRS990/OccupancyGrp/TotalAmt059739
IRS990/OfficeExpensesGrp/FundraisingAmt062361
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021586
IRS990/OfficeExpensesGrp/ProgramServicesAmt098157
IRS990/OfficeExpensesGrp/TotalAmt0182104
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-534
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011417
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014342
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078349
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104108
IRS990/OtherExpensesGrp/Desc0GRAPHIC DESIGN
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2CONTRACT RESEARCH
IRS990/OtherExpensesGrp/Desc3SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/FundraisingAmt05888
IRS990/OtherExpensesGrp/FundraisingAmt14200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08089
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11486
IRS990/OtherExpensesGrp/ProgramServicesAmt060600
IRS990/OtherExpensesGrp/ProgramServicesAmt137029
IRS990/OtherExpensesGrp/ProgramServicesAmt250085
IRS990/OtherExpensesGrp/ProgramServicesAmt342017
IRS990/OtherExpensesGrp/TotalAmt060600
IRS990/OtherExpensesGrp/TotalAmt151006
IRS990/OtherExpensesGrp/TotalAmt250085
IRS990/OtherExpensesGrp/TotalAmt347703
IRS990/OtherLiabilitiesGrp/BOYAmt016859
IRS990/OtherLiabilitiesGrp/EOYAmt014293
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0105686
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0149192
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0677730
IRS990/OtherSalariesAndWagesGrp/TotalAmt0932608
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011953
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020097
IRS990/PayrollTaxesGrp/ProgramServicesAmt092174
IRS990/PayrollTaxesGrp/TotalAmt0124224
IRS990/PensionPlanContributionsGrp/FundraisingAmt02935
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03687
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020140
IRS990/PensionPlanContributionsGrp/TotalAmt026762
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07472
IRS990/PrincipalOfficerNm0CHARLES F MITCHELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION ACROSS OUR STATE BY MAKING IN-PERSON PRESENTATIONS TO INTERESTED AND INFLUENTIAL GROUPS AND INDIVIDUALS SUCH AS ROTARY GROUPS AND LOCAL ELECTED OFFICIALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0457438
IRS990/ProgSrvcAccomActy3Grp/Desc0MEDIA RELATIONS: THE COMMONWEALTH FOUNDATION DISSEMINATES ITS POLICY INFORMATION TO THE CITIZENS OF PENNSYLVANIA BY REACHING OUT TO REPORTERS, EDITORS, AND PRODUCERS IN PRINT AND BROADCAST MEDIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0380470
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03658014
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0950
IRS990/PYInvestmentIncomeAmt0144
IRS990/PYOtherExpensesAmt01747613
IRS990/PYOtherRevenueAmt03674
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0181043
IRS990/PYSalariesCompEmpBnftPaidAmt01732226
IRS990/PYTotalExpensesAmt03480789
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03661832
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0493328
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0103
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0COLUMN (C) 2014 IS A SHORT PERIOD FROM JANUARY 1, 2015 THROUGH SEPTEMBER 30, 2015, WHICH WAS A RESULT OF A CHANGE IN THE ORGANIZATION'S ACCOUNTING PERIOD. COLUMN (A) REPORTS THE 2013 CALENDAR YEAR AND COLUMN (B) REPORTS THE 2014 CALENDAR YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03486121
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03658014
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02108374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03764218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02642015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015658742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01296
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03361
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03361
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87890
IRS990ScheduleA/PublicSupportPY170Pct00.87510
IRS990ScheduleA/PublicSupportTotal170Amt013767471
IRS990ScheduleA/SubstantialContributorsTotAmt01891271
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03486121
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03658014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02108374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03764218
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02642015
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015658742
IRS990ScheduleA/TotalSupportAmt015664368
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.86$0.90$5.96$12.1$11.0$1.14
2023Summary only. Only limited summary data is available for this year.$5.69$0.88$4.82$9.55$9.04$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$0.82$4.30$8.51$8.23$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.57$0.54$4.03$7.30$7.27$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.24$3.92$5.58$5.45$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.21$3.71$5.70$4.30$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.16$2.22$4.91$3.65$1.26
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.17$0.88$3.49$2.99$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.10$0.40$3.66$3.48$0.18
2015Summary only. Only limited summary data is available for this year.$0.76$0.55$0.22$2.11$2.73$0.62
2014Summary only. Only limited summary data is available for this year.$1.02$0.18$0.84$3.93$3.84$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.16$0.76$2.81$2.67$0.14
2012Summary only. Only limited summary data is available for this year.$0.70$0.08$0.61$1.55$1.65$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.05$0.71$1.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits