Civic Intelligence

Linda Creed Epstein Foundation

990 • Fiscal year 2019 • EIN 23-2502326

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

440 S Broad Sreet 2701Philadelphia, PA 19146

(215) 564-3700

Siviq Scores

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

Liabilities / Assets

85th percentile

0.24x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.12x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

97th percentile

$81,327

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.1%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$136,162

Up $4,037 (+3.1%) from 2018

Net Assets

Up

$103,049

Up $8,623 (+9.1%) from 2018

Liabilities

Down

$33,113

Down $4,586 (-12%) from 2018

Revenue

Up

$273,655

Up $10,869 (+4.1%) from 2018

Expenses

Up

$265,032

Up $19,148 (+7.8%) from 2018

Net Income

Down

$8,623

Down $8,279 (-49%) from 2018

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

2019

Assets$136,162
Liabilities$33,113
Net Assets$103,049

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

2019

Revenue$273,655
Expenses$265,032
Net Income$8,623
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$310,033
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$105,958$85,959▼ $19,999
Cash and Non-Interest-Bearing Accounts$10,300$24,433▲ $14,133
Accounts Receivable$10,070$11,729▲ $1,659
Prepaid Expenses and Deferred Charges$5,797$7,631▲ $1,834
Land, Buildings, and Equipment, Net-$6,410-
Total Assets$132,125$136,162▲ $4,037
Liabilities
Accounts Payable and Accrued Expenses$37,699$33,113▼ $4,586
Total Liabilities$37,699$33,113▼ $4,586
Net Assets / Fund Balance
Temporarily Rstr Net Assets$57,551$62,133▲ $4,582
Unrestricted Net Assets$36,875$40,916▲ $4,041
Total Net Assets Fund Balance$94,426$103,049▲ $8,623
Total Liabilities and Net Assets / Fund Balance$132,125$136,162▲ $4,037

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,410$6,673$13,083
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna DuncanExecutive DirectorFT$72,932$8,395$81,327

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$101,014
Program Service Revenue
$0
Investment Income
$1,775
Other Revenue
$170,866
All Other Contributions
$101,014
Change in Net Assets
$8,623

Audited Revenue Reconciliation

Revenue per Audited Statements
$273,655
Revenue Not Reported on Form 990
$4,200
Total Revenue per Audited Statements
$277,855
Total Revenue per Form 990
$273,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$120,483
Other Expenses$95,249
Grants and Similar Amounts Paid$49,300
Total Fundraising Expense$47,249
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$49,855$5,203$17,874$72,932
Grants to Domestic Individuals$49,300--$49,300
Other Salaries and Wages$20,482$2,139$7,343$29,964
Fees for Services Accounting$11,363$4,803$3,788$19,954
All Other Expenses$5,313$1,471$6,738$13,522
Office Expenses$3,221$1,405$5,981$10,607
Conferences and Meetings$10,093$0$0$10,093
Other Employee Benefits$6,252$965$1,804$9,021
Payroll Taxes$5,936$917$1,713$8,566
Travel$4,485$1,150$324$5,959
Information Technology$2,404$0$325$2,729
Insurance$892$297$297$1,486
Other Expenses$519$349$150$1,018
Total Functional Expenses$198,402$19,381$47,249$265,032

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$269,232
Expenses per Audited Statements$265,032
Total Expenses per Form 990$265,032
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$199,048
Fundraising Direct Expenses$36,378
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
5k Pocono Event$88,262$87,181$18,801$68,380
Linda Creed Day$58,495$49,712$4,645$45,067
Total Events$146,757$136,893$36,322$100,571
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
440 S BROAD SREET 2701, PHILADELPHIA, PA 19146
Doing Business As
Linda Creed Breast Cancer Org

Signing Officer

Name
Donna Duncan
Title
Executive Director
Phone
2155643700
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia K Bradley
Formed
1987
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
71

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
41 Kings Highway N, Cherry Hill, NJ 08034
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
Supplemental Narrative

Additional Explanations

Other

Statement of program service accomplishments; part iii; line 4a linda creed epstein foundation (dba linda creed breast cancer organization or "lcbco") is a regional organization that offers access to screening mammograms and diagnostics tests for women with no medical insurance coverage or who are underinsured. Our service area includes philadelphia, bucks, montgomery, delaware, and chester counties; poconos region; south jersey and new castle county in delaware state. Women who fall into this service gap are at the highest risk of not seeking healthcare because of the financial burden it imposes on household income. Lcbco covers the cost for screening mammograms and for women who are symptomatic, first level diagnostic tests (diagnostic mammograms and ultrasounds). Through our patient navigation service we monitor women who are symptomatic helping them find services should they require further testing and, if needed, breast cancer treatment. On average our program diagnoses 3-5 women each year with breast cancer. Women with insurance, who cannot afford to meet co-pays or deductibles, are also given access to our first-level diagnostic services at no cost. Through patient navigation we counsel them on current breast cancer treatment medical protocols and how to work with their insurance companies to access care. We do not know what causes breast cancer and until we do, the best defense is early detection and prompt treatment. For over 32 years,lcbco has partnered with over ten philadelphia regional hospitals in providing screening services and diagnostic tests. Our mammography program uses a comprehensive approach to breast health, 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 who are not aligned with a particular physician. Hospital staff often volunteer their services on screening days offering their expertise that include radiologists, gynecologists, breast surgeons, nurses, navigators and technicians. In fiscal year 2019, we provided 356 free mammograms and diagnostic tests and fielded over 1,000 calls through our patient navigation service.

Other

Statement of program service accomplishments; part iii; line 4b the patient assistance fund provides financial support for women undergoing breast cancer treatment. Based on need, this fund offers monetary grants for non-medical expenses. We can often pair this money with existing services that have helped avoid utility or phone shut-offs or evictions. We help breast cancer patients with transportation to and from treatment,put food on the table and even childcare so mom can get back on her feet after a chemo treatment. The patient assistance fund was created in 1999. Currently, our patient assistance program is largely concentrated in the pocono region. Funds for this assistance are raised by a dedicated corps of volunteers, the lake naomi breast cancer rally. This multi-day, multi-event fundraiser taps into the philanthropic efforts of dozens of women and men that live in the lake naomi area. The proceeds from this event provides patient assistance and free mammograms when there is no other source. Patience assistance continues to have a large impact on women fighting breast cancer in the region over the past ten years. In fiscal year 2019, we helped families with grants averaging $2,000 each for a total of $49,300.

Other

Statement of program service accomplishments; part iii; line 4c lcbco strongly believes that knowledge is power. Our education programs focus on providing the latest information about breast health with the objective of reducing disparities in healthcare. There is a special emphasis on risks unique to the lbgtq and afrcan american populations. Breast health education continues to be vital as new generations age into the threshold where breast health care becomes part of well care. We teach the general public and high risk groups about breast cancer risk factors, signs and symptoms and the tenets of good breast health. We do this through participation in community health fairs, workplace trainings, places of worship and our screening sites. We reached 3,119 people in fy 2019.

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 745. 673. 36. 36.

Form 990, Part IX, Line 24E

Telecommunications 7250. 4640. 1180. 1430.

Form 990, Part IX, Line 24E

Bank/credit card charges 5527. 0. 255. 5272.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: OTHER INCOME 2014: 250. 2015: 626. 2018: 8196.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH ASSISTANCE TO PATIENTS IN TREATMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt022
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 4A LINDA CREED EPSTEIN FOUNDATION (DBA LINDA CREED BREAST CANCER ORGANIZATION OR "LCBCO") IS A REGIONAL ORGANIZATION THAT OFFERS ACCESS TO SCREENING MAMMOGRAMS AND DIAGNOSTICS TESTS FOR WOMEN WITH NO MEDICAL INSURANCE COVERAGE OR WHO ARE UNDERINSURED. OUR SERVICE AREA INCLUDES PHILADELPHIA, BUCKS, MONTGOMERY, DELAWARE, AND CHESTER COUNTIES; POCONOS REGION; SOUTH JERSEY AND NEW CASTLE COUNTY IN DELAWARE STATE. WOMEN WHO FALL INTO THIS SERVICE GAP ARE AT THE HIGHEST RISK OF NOT SEEKING HEALTHCARE BECAUSE OF THE FINANCIAL BURDEN IT IMPOSES ON HOUSEHOLD INCOME. LCBCO COVERS THE COST FOR SCREENING MAMMOGRAMS AND FOR WOMEN WHO ARE SYMPTOMATIC, FIRST LEVEL DIAGNOSTIC TESTS (DIAGNOSTIC MAMMOGRAMS AND ULTRASOUNDS). THROUGH OUR PATIENT NAVIGATION SERVICE WE MONITOR WOMEN WHO ARE SYMPTOMATIC HELPING THEM FIND SERVICES SHOULD THEY REQUIRE FURTHER TESTING AND, IF NEEDED, BREAST CANCER TREATMENT. ON AVERAGE OUR PROGRAM DIAGNOSES 3-5 WOMEN EACH YEAR WITH BREAST CANCER. WOMEN WITH INSURANCE, WHO CANNOT AFFORD TO MEET CO-PAYS OR DEDUCTIBLES, ARE ALSO GIVEN ACCESS TO OUR FIRST-LEVEL DIAGNOSTIC SERVICES AT NO COST. THROUGH PATIENT NAVIGATION WE COUNSEL THEM ON CURRENT BREAST CANCER TREATMENT MEDICAL PROTOCOLS AND HOW TO WORK WITH THEIR INSURANCE COMPANIES TO ACCESS CARE. WE DO NOT KNOW WHAT CAUSES BREAST CANCER AND UNTIL WE DO, THE BEST DEFENSE IS EARLY DETECTION AND PROMPT TREATMENT. FOR OVER 32 YEARS,LCBCO HAS PARTNERED WITH OVER TEN PHILADELPHIA REGIONAL HOSPITALS IN PROVIDING SCREENING SERVICES AND DIAGNOSTIC TESTS. OUR MAMMOGRAPHY PROGRAM USES A COMPREHENSIVE APPROACH TO BREAST HEALTH, 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 WHO ARE NOT ALIGNED WITH A PARTICULAR PHYSICIAN. HOSPITAL STAFF OFTEN VOLUNTEER THEIR SERVICES ON SCREENING DAYS OFFERING THEIR EXPERTISE THAT INCLUDE RADIOLOGISTS, GYNECOLOGISTS, BREAST SURGEONS, NURSES, NAVIGATORS AND TECHNICIANS. IN FISCAL YEAR 2019, WE PROVIDED 356 FREE MAMMOGRAMS AND DIAGNOSTIC TESTS AND FIELDED OVER 1,000 CALLS THROUGH OUR PATIENT NAVIGATION SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS; PART III; LINE 4B THE PATIENT ASSISTANCE FUND PROVIDES FINANCIAL SUPPORT FOR WOMEN UNDERGOING BREAST CANCER TREATMENT. BASED ON NEED, THIS FUND OFFERS MONETARY GRANTS FOR NON-MEDICAL EXPENSES. WE CAN OFTEN PAIR THIS MONEY WITH EXISTING SERVICES THAT HAVE HELPED AVOID UTILITY OR PHONE SHUT-OFFS OR EVICTIONS. WE HELP BREAST CANCER PATIENTS WITH TRANSPORTATION TO AND FROM TREATMENT,PUT FOOD ON THE TABLE AND EVEN CHILDCARE SO MOM CAN GET BACK ON HER FEET AFTER A CHEMO TREATMENT. THE PATIENT ASSISTANCE FUND WAS CREATED IN 1999. CURRENTLY, OUR PATIENT ASSISTANCE PROGRAM IS LARGELY CONCENTRATED IN THE POCONO REGION. FUNDS FOR THIS ASSISTANCE ARE RAISED BY A DEDICATED CORPS OF VOLUNTEERS, THE LAKE NAOMI BREAST CANCER RALLY. THIS MULTI-DAY, MULTI-EVENT FUNDRAISER TAPS INTO THE PHILANTHROPIC EFFORTS OF DOZENS OF WOMEN AND MEN THAT LIVE IN THE LAKE NAOMI AREA. THE PROCEEDS FROM THIS EVENT PROVIDES PATIENT ASSISTANCE AND FREE MAMMOGRAMS WHEN THERE IS NO OTHER SOURCE. PATIENCE ASSISTANCE CONTINUES TO HAVE A LARGE IMPACT ON WOMEN FIGHTING BREAST CANCER IN THE REGION OVER THE PAST TEN YEARS. IN FISCAL YEAR 2019, WE HELPED FAMILIES WITH GRANTS AVERAGING $2,000 EACH FOR A TOTAL OF $49,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS; PART III; LINE 4C LCBCO STRONGLY BELIEVES THAT KNOWLEDGE IS POWER. OUR EDUCATION PROGRAMS FOCUS ON PROVIDING THE LATEST INFORMATION ABOUT BREAST HEALTH WITH THE OBJECTIVE OF REDUCING DISPARITIES IN HEALTHCARE. THERE IS A SPECIAL EMPHASIS ON RISKS UNIQUE TO THE LBGTQ AND AFRCAN AMERICAN POPULATIONS. BREAST HEALTH EDUCATION CONTINUES TO BE VITAL AS NEW GENERATIONS AGE INTO THE THRESHOLD WHERE BREAST HEALTH CARE BECOMES PART OF WELL CARE. WE TEACH THE GENERAL PUBLIC AND HIGH RISK GROUPS ABOUT BREAST CANCER RISK FACTORS, SIGNS AND SYMPTOMS AND THE TENETS OF GOOD BREAST HEALTH. WE DO THIS THROUGH PARTICIPATION IN COMMUNITY HEALTH FAIRS, WORKPLACE TRAININGS, PLACES OF WORSHIP AND OUR SCREENING SITES. WE REACHED 3,119 PEOPLE IN FY 2019.
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 745. 673. 36. 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELECOMMUNICATIONS 7250. 4640. 1180. 1430.

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