Civic Intelligence

Linda Creed Epstein Foundation

990 • Fiscal year 2017 • EIN 23-2502326

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 08, 2018

645 N MT Pleasant RoadPhiladelphia, PA 19119

(215) 564-3700

Siviq Scores

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

Liabilities / Assets

84th percentile

0.25x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

97th percentile

$87,747

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 36.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-26%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-9.5%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$102,710

Down $35,350 (-26%) from 2016

Net Assets

Down

$77,524

Down $28,822 (-27%) from 2016

Liabilities

Down

$25,186

Down $6,528 (-21%) from 2016

Revenue

Down

$239,486

Down $25,072 (-9.5%) from 2016

Expenses

Down

$268,308

Down $12,376 (-4.4%) from 2016

Net Income

Down

-$28,822

Down $12,696 (-79%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $279,024Liabilities 2010: $101,813Net Assets 2010: $177,2112010Assets 2011: $234,964Liabilities 2011: $20,027Net Assets 2011: $214,9372011Assets 2012: $208,171Liabilities 2012: $22,549Net Assets 2012: $185,6222012Assets 2013: $195,278Liabilities 2013: $38,975Net Assets 2013: $156,3032013Assets 2014: $164,873Liabilities 2014: $33,025Net Assets 2014: $131,8482014Assets 2015: $149,263Liabilities 2015: $26,791Net Assets 2015: $122,4722015Assets 2016: $138,060Liabilities 2016: $31,714Net Assets 2016: $106,3462016Assets 2017: $102,710Liabilities 2017: $25,186Net Assets 2017: $77,5242017Assets 2018: $132,125Liabilities 2018: $37,699Net Assets 2018: $94,4262018Assets 2019: $136,162Liabilities 2019: $33,113Net Assets 2019: $103,0492019Assets 2020: $157,731Liabilities 2020: $67,910Net Assets 2020: $89,8212020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$102,710
Liabilities$25,186
Net Assets$77,524

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $336,087Expenses 2010: $443,799Net Income 2010: -$107,7122010Revenue 2011: $332,000Expenses 2011: $294,274Net Income 2011: $37,7262011Revenue 2012: $263,274Expenses 2012: $292,589Net Income 2012: -$29,3152012Revenue 2013: $272,228Expenses 2013: $301,547Net Income 2013: -$29,3192013Revenue 2014: $281,275Expenses 2014: $305,730Net Income 2014: -$24,4552014Revenue 2015: $292,630Expenses 2015: $302,006Net Income 2015: -$9,3762015Revenue 2016: $264,558Expenses 2016: $280,684Net Income 2016: -$16,1262016Revenue 2017: $239,486Expenses 2017: $268,308Net Income 2017: -$28,8222017Revenue 2018: $262,786Expenses 2018: $245,884Net Income 2018: $16,9022018Revenue 2019: $273,655Expenses 2019: $265,032Net Income 2019: $8,6232019Revenue 2020: $279,090Expenses 2020: $294,129Net Income 2020: -$15,0392020Revenue 2021: $77,400Expenses 2021: $169,484Net Income 2021: -$92,0842021

Highlighted filing

2017

Revenue$239,486
Expenses$268,308
Net Income-$28,822
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$266,068
Mission and Program Overview

Mission

To fight breast cancer through community-based

To fight breast cancer through community-based education and referral, support and direct service for those who need us. The organization uses fundraising to support its entire annual budget.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$94,028$76,794▼ $17,234
Cash and Non-Interest-Bearing Accounts$22,621$15,724▼ $6,897
Prepaid Expenses and Deferred Charges$2,917$6,308▲ $3,391
Investments in Publicly Traded Securities$5,000--
Accounts Receivable$13,494$3,884▼ $9,610
Total Assets$138,060$102,710▼ $35,350
Liabilities
Accounts Payable and Accrued Expenses$31,714$25,186▼ $6,528
Total Liabilities$31,714$25,186▼ $6,528
Net Assets / Fund Balance
Unrestricted Net Assets$76,092$59,019▼ $17,073
Temporarily Rstr Net Assets$30,254$18,505▼ $11,749
Total Net Assets Fund Balance$106,346$77,524▼ $28,822
Total Liabilities and Net Assets / Fund Balance$138,060$102,710▼ $35,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna DuncanExecutive DirectorFT$74,025$13,722$87,747

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$94,140
Program Service Revenue
$0
Investment Income
$202
Other Revenue
$145,144
All Other Contributions
$94,140
Change in Net Assets
$-28,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$239,486
Revenue Not Reported on Form 990
$4,200
Total Revenue per Audited Statements
$243,686
Total Revenue per Form 990
$239,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$123,575
Other Expenses$75,157
Grants and Similar Amounts Paid$69,576
Total Fundraising Expense$46,008
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$52,799$3,061$20,660$76,520
Grants to Domestic Individuals$69,576--$69,576
Other Salaries and Wages$16,676$967$6,525$24,168
Office Expenses$8,301$3,976$7,892$20,169
Fees for Services Accounting$10,982$3,661$3,661$18,304
Other Employee Benefits$9,946$1,421$2,842$14,209
Payroll Taxes$6,075$868$1,735$8,678
Conferences and Meetings$5,051$52$104$5,207
Travel$3,362$840$742$4,944
Insurance$958$223$415$1,596
Information Technology$958$282$329$1,569
Other Expenses$816$318$249$1,383
All Other Expenses$135$0$52$187
Total Functional Expenses$206,047$16,253$46,008$268,308

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$272,508
Expenses per Audited Statements$268,308
Total Expenses per Form 990$268,308
Expenses Not Reported on Form 990$4,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$171,726
Fundraising Direct Expenses$26,582
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Pocono Event$67,568$67,568$3,502$64,066
Linda Creed Day$61,974$55,735$4,288$51,447
Total Events$129,542$123,303$22,898$100,405
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Linda Creed Epstein Foundation
EIN
23-2502326
Phone
2155643700
Address
645 N MT PLEASANT ROAD, PHILADELPHIA, PA 19119

Signing Officer

Name
Donna Duncan
Title
Executive Director
Phone
2155643700
Signed
2018-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia K Bradley
Formed
1987
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
77

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
587 Haddon Avenue, Collingswood, NJ 08108
Preparer
Edward a Suarez CPA Mba
Phone
8568587887
Supplemental Narrative

Additional Explanations

Other

Statement of program service accomplishments; part iii; line 4awe do not know what causes breast cancer and until we do, the best defense against breast cancer is early detection at an early stage and prompt treatment. We provide the first line of defense by giving women access to routine mammograms and diagnostic testing. Our mammography program provides screening services twice a year in the spring and fall and diagnostic tests throughout the year. Partner hospitals include aria-jefferson health system (3 locations), chestnut hill hospital, chester county hospital, jennersville regional hospital, lower bucks hospital, methodist hospital, paoli hospital, and riddle hospital. The linda creed mammography program is not a voucher program. Women are required to go through an education component, a clinical breast exam, and a screening mammogram. Our volunteer doctors agree to be the physician of record for women we serve who are not aligned with any particular physician, giving them the opportunity to develop a relationship with a medical professional as they move forward. Other volunteers who provide their expertise on screening day include hospital radiologists, gynecologists, breast surgeons, nurses, navigators, and technicians from our partner hospitals. Linda creed covers the costs for the mammograms and for diagnostic tests throughout the year for women who are symptomatic requiring immediate attention. We provide the mammograms & diagnostic tests at no cost to our clients. We recruit women through word-of-mouth, community health fairs, partnerships, and announcements through emails, our webpage and social media sites. There are a growing number of women who fall into the service delivery gap by being underinsured or uninsured. These women are at the highest risk of not seeking health care because of the financial burden it can bring. Our program provides these women, and their families, the opportunity to seek care without the additional worry of cost. Recently, we are seeing individuals who have insurance but cannot afford the cost of their deductible, or who are finding themselves recently uninsured. Each year our program diagnoses 3-5 women with breast cancer. Without the needed funding to provide access to mammograms through linda creed's programs, up to 5 women with breast cancer in the philadelphia area will not be diagnosed in the coming year.in fy 2017 we provided 181 screening mammograms and 175 diagnostic tests in greater philadelphia.

Other

Statement of program service accomplishments; part iii; line 4bthe patient assistance fund provides financial support for women who are undergoing treatment. Based on need, this fund gives short-term assistance to women receiving breast cancer treatment. We can often pair this money with existing services and have helped many women and their families avoid utility or phone shut-offs, eviction and hunger. In fy 2017, we gave 36 grants totaling $69,576 (23% of our operating budget) helping these families meet critical financial needs.

Other

Statement of program service accomplishments; part iii; line 4cour education focuses on providing breast health education to the general public who live and work in the philadelphia, pa region (this encompasses south jersey and northern delaware state). Breast health education continues to be vital as new generations enter the age where breast health becomes part of well care. Teaching the tenets of good breast health, general risk factors, and specific risk factors for african american women and the lbtq population is critical. We accomplish this through community fairs, workplace meetings, at places of worship, one-on-one on screening days and through our breast health information line. We provide focused education to african american communities through our safe circle program and the lgbtq communities through our rainbow circle. In fy2017, our outreach and education effort touched over 2,529 people. We are also a trusted resource for women seeking advice and referrals when confronting breast issues. We handle anywhere from 5-15 calls a day through our toll-free number from women looking for information about breast health, where to find services if undergoing breast cancer treatment, how to get access to routine mammograms or diagnostic tests, and general information prior to undergoing treatment. Most calls are within our service area however, we get calls from throughout the united states. Because we are a founding board member of the national breast cancer coalition, we can often refer women outside our service area through this network. In 2017, linda creed staff fielded 1,010 patient navigation calls.the women served by linda creed are primarily underinsured or uninsured. According to our data, 85% of the people who called the patient information line had no health insurance. Most women who call are in their 40s and 50s, although about 20% were below age 40. Our callers identify as caucasian (52%), african american (31%), latino (12%), asian/pacific islander (4%), and other (1%). Most women are single heads of their household with dependents.

Pt VI, Line 11B

The audit committee reviews and approves the 990 and the full board receives a copy.

Pt VI, Line 12C

A vendor list is presented and reviewed by the board annually and each member signs a form indicating whether or not she or he has any conflicts.

Pt VI, Line 15A

The organization participates in the lasalle nonprofit center's salary and benefit survey, and reviews the results when determining salary compensation.

Form 990, Part IX, Line 24E

Volunteer development 187. 135. 0. 52.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SENDS AN EVALUATION FORM TO ALL GRANTEES FOR THEM TO COMPLETE. THE GRANTEE IS ASKED, AMONG OTHER THINGS, TO STATE THE AMOUNT OF MONEY RECEIVED AND THE PURPOSE(S) FOR WHICH IT WAS SPENT, AND THEN MUST RETURN THE FORM TO THE ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS; PART III; LINE 4AWE DO NOT KNOW WHAT CAUSES BREAST CANCER AND UNTIL WE DO, THE BEST DEFENSE AGAINST BREAST CANCER IS EARLY DETECTION AT AN EARLY STAGE AND PROMPT TREATMENT. WE PROVIDE THE FIRST LINE OF DEFENSE BY GIVING WOMEN ACCESS TO ROUTINE MAMMOGRAMS AND DIAGNOSTIC TESTING. OUR MAMMOGRAPHY PROGRAM PROVIDES SCREENING SERVICES TWICE A YEAR IN THE SPRING AND FALL AND DIAGNOSTIC TESTS THROUGHOUT THE YEAR. PARTNER HOSPITALS INCLUDE ARIA-JEFFERSON HEALTH SYSTEM (3 LOCATIONS), CHESTNUT HILL HOSPITAL, CHESTER COUNTY HOSPITAL, JENNERSVILLE REGIONAL HOSPITAL, LOWER BUCKS HOSPITAL, METHODIST HOSPITAL, PAOLI HOSPITAL, AND RIDDLE HOSPITAL. THE LINDA CREED MAMMOGRAPHY PROGRAM IS NOT A VOUCHER PROGRAM. WOMEN ARE REQUIRED TO GO THROUGH AN EDUCATION COMPONENT, A CLINICAL BREAST EXAM, AND A SCREENING MAMMOGRAM. OUR VOLUNTEER DOCTORS AGREE TO BE THE PHYSICIAN OF RECORD FOR WOMEN WE SERVE WHO ARE NOT ALIGNED WITH ANY PARTICULAR PHYSICIAN, GIVING THEM THE OPPORTUNITY TO DEVELOP A RELATIONSHIP WITH A MEDICAL PROFESSIONAL AS THEY MOVE FORWARD. OTHER VOLUNTEERS WHO PROVIDE THEIR EXPERTISE ON SCREENING DAY INCLUDE HOSPITAL RADIOLOGISTS, GYNECOLOGISTS, BREAST SURGEONS, NURSES, NAVIGATORS, AND TECHNICIANS FROM OUR PARTNER HOSPITALS. LINDA CREED COVERS THE COSTS FOR THE MAMMOGRAMS AND FOR DIAGNOSTIC TESTS THROUGHOUT THE YEAR FOR WOMEN WHO ARE SYMPTOMATIC REQUIRING IMMEDIATE ATTENTION. WE PROVIDE THE MAMMOGRAMS & DIAGNOSTIC TESTS AT NO COST TO OUR CLIENTS. WE RECRUIT WOMEN THROUGH WORD-OF-MOUTH, COMMUNITY HEALTH FAIRS, PARTNERSHIPS, AND ANNOUNCEMENTS THROUGH EMAILS, OUR WEBPAGE AND SOCIAL MEDIA SITES. THERE ARE A GROWING NUMBER OF WOMEN WHO FALL INTO THE SERVICE DELIVERY GAP BY BEING UNDERINSURED OR UNINSURED. THESE WOMEN ARE AT THE HIGHEST RISK OF NOT SEEKING HEALTH CARE BECAUSE OF THE FINANCIAL BURDEN IT CAN BRING. OUR PROGRAM PROVIDES THESE WOMEN, AND THEIR FAMILIES, THE OPPORTUNITY TO SEEK CARE WITHOUT THE ADDITIONAL WORRY OF COST. RECENTLY, WE ARE SEEING INDIVIDUALS WHO HAVE INSURANCE BUT CANNOT AFFORD THE COST OF THEIR DEDUCTIBLE, OR WHO ARE FINDING THEMSELVES RECENTLY UNINSURED. EACH YEAR OUR PROGRAM DIAGNOSES 3-5 WOMEN WITH BREAST CANCER. WITHOUT THE NEEDED FUNDING TO PROVIDE ACCESS TO MAMMOGRAMS THROUGH LINDA CREED'S PROGRAMS, UP TO 5 WOMEN WITH BREAST CANCER IN THE PHILADELPHIA AREA WILL NOT BE DIAGNOSED IN THE COMING YEAR.IN FY 2017 WE PROVIDED 181 SCREENING MAMMOGRAMS AND 175 DIAGNOSTIC TESTS IN GREATER PHILADELPHIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS; PART III; LINE 4BTHE PATIENT ASSISTANCE FUND PROVIDES FINANCIAL SUPPORT FOR WOMEN WHO ARE UNDERGOING TREATMENT. BASED ON NEED, THIS FUND GIVES SHORT-TERM ASSISTANCE TO WOMEN RECEIVING BREAST CANCER TREATMENT. WE CAN OFTEN PAIR THIS MONEY WITH EXISTING SERVICES AND HAVE HELPED MANY WOMEN AND THEIR FAMILIES AVOID UTILITY OR PHONE SHUT-OFFS, EVICTION AND HUNGER. IN FY 2017, WE GAVE 36 GRANTS TOTALING $69,576 (23% OF OUR OPERATING BUDGET) HELPING THESE FAMILIES MEET CRITICAL FINANCIAL NEEDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS; PART III; LINE 4COUR EDUCATION FOCUSES ON PROVIDING BREAST HEALTH EDUCATION TO THE GENERAL PUBLIC WHO LIVE AND WORK IN THE PHILADELPHIA, PA REGION (THIS ENCOMPASSES SOUTH JERSEY AND NORTHERN DELAWARE STATE). BREAST HEALTH EDUCATION CONTINUES TO BE VITAL AS NEW GENERATIONS ENTER THE AGE WHERE BREAST HEALTH BECOMES PART OF WELL CARE. TEACHING THE TENETS OF GOOD BREAST HEALTH, GENERAL RISK FACTORS, AND SPECIFIC RISK FACTORS FOR AFRICAN AMERICAN WOMEN AND THE LBTQ POPULATION IS CRITICAL. WE ACCOMPLISH THIS THROUGH COMMUNITY FAIRS, WORKPLACE MEETINGS, AT PLACES OF WORSHIP, ONE-ON-ONE ON SCREENING DAYS AND THROUGH OUR BREAST HEALTH INFORMATION LINE. WE PROVIDE FOCUSED EDUCATION TO AFRICAN AMERICAN COMMUNITIES THROUGH OUR SAFE CIRCLE PROGRAM AND THE LGBTQ COMMUNITIES THROUGH OUR RAINBOW CIRCLE. IN FY2017, OUR OUTREACH AND EDUCATION EFFORT TOUCHED OVER 2,529 PEOPLE. WE ARE ALSO A TRUSTED RESOURCE FOR WOMEN SEEKING ADVICE AND REFERRALS WHEN CONFRONTING BREAST ISSUES. WE HANDLE ANYWHERE FROM 5-15 CALLS A DAY THROUGH OUR TOLL-FREE NUMBER FROM WOMEN LOOKING FOR INFORMATION ABOUT BREAST HEALTH, WHERE TO FIND SERVICES IF UNDERGOING BREAST CANCER TREATMENT, HOW TO GET ACCESS TO ROUTINE MAMMOGRAMS OR DIAGNOSTIC TESTS, AND GENERAL INFORMATION PRIOR TO UNDERGOING TREATMENT. MOST CALLS ARE WITHIN OUR SERVICE AREA HOWEVER, WE GET CALLS FROM THROUGHOUT THE UNITED STATES. BECAUSE WE ARE A FOUNDING BOARD MEMBER OF THE NATIONAL BREAST CANCER COALITION, WE CAN OFTEN REFER WOMEN OUTSIDE OUR SERVICE AREA THROUGH THIS NETWORK. IN 2017, LINDA CREED STAFF FIELDED 1,010 PATIENT NAVIGATION CALLS.THE WOMEN SERVED BY LINDA CREED ARE PRIMARILY UNDERINSURED OR UNINSURED. ACCORDING TO OUR DATA, 85% OF THE PEOPLE WHO CALLED THE PATIENT INFORMATION LINE HAD NO HEALTH INSURANCE. MOST WOMEN WHO CALL ARE IN THEIR 40S AND 50S, ALTHOUGH ABOUT 20% WERE BELOW AGE 40. OUR CALLERS IDENTIFY AS CAUCASIAN (52%), AFRICAN AMERICAN (31%), LATINO (12%), ASIAN/PACIFIC ISLANDER (4%), AND OTHER (1%). MOST WOMEN ARE SINGLE HEADS OF THEIR HOUSEHOLD WITH DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT COMMITTEE REVIEWS AND APPROVES THE 990 AND THE FULL BOARD RECEIVES A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A VENDOR LIST IS PRESENTED AND REVIEWED BY THE BOARD ANNUALLY AND EACH MEMBER SIGNS A FORM INDICATING WHETHER OR NOT SHE OR HE HAS ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION PARTICIPATES IN THE LASALLE NONPROFIT CENTER'S SALARY AND BENEFIT SURVEY, AND REVIEWS THE RESULTS WHEN DETERMINING SALARY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VOLUNTEER DEVELOPMENT 187. 135. 0. 52.
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