Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2017 • EIN 23-2583874

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileWWW.LANCASTEREDFND.COM
1020 Lehigh AvenueLancaster, PA 17602

(717) 391-8660

Siviq Scores

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

Liabilities / Assets

78th percentile

0.45x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

2.37x

Higher debt load relative to revenue than 91% 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

44th percentile

$47,291

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

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

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$2,929,942

Up $326,964 (+13%) from 2016

Net Assets

Up

$1,619,636

Up $121,056 (+8.1%) from 2016

Liabilities

Up

$1,310,306

Up $205,908 (+19%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin72nd percentile

Revenue

Down

$553,731

Down $607,119 (-52%) from 2016

Expenses

Up

$473,502

Up $62,121 (+15%) from 2016

Net Income

Down

$80,229

Down $669,240 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $644,056Liabilities 2011: $10,953Net Assets 2011: $633,1032011Assets 2012: $552,071Liabilities 2012: $8,940Net Assets 2012: $543,1312012Assets 2013: $1,112,174Liabilities 2013: $518,399Net Assets 2013: $593,7752013Assets 2014: $1,279,496Liabilities 2014: $664,906Net Assets 2014: $614,5902014Assets 2015: $1,542,595Liabilities 2015: $864,831Net Assets 2015: $677,7642015Assets 2016: $2,602,978Liabilities 2016: $1,104,398Net Assets 2016: $1,498,5802016Assets 2017: $2,929,942Liabilities 2017: $1,310,306Net Assets 2017: $1,619,6362017Assets 2018: $2,519,642Liabilities 2018: $889,736Net Assets 2018: $1,629,9062018Assets 2019: $2,016,913Liabilities 2019: $242,769Net Assets 2019: $1,774,1442019Assets 2020: $1,752,186Liabilities 2020: $28,250Net Assets 2020: $1,723,9362020Assets 2021: $2,259,114Liabilities 2021: $0Net Assets 2021: $2,259,1142021Assets 2022: $1,968,063Liabilities 2022: $804Net Assets 2022: $1,967,2592022Assets 2023: $1,985,027Liabilities 2023: $875Net Assets 2023: $1,984,1522023Assets 2024: $2,380,640Liabilities 2024: $0Net Assets 2024: $2,380,6402024Assets 2025: $2,639,690Liabilities 2025: $0Net Assets 2025: $2,639,6902025

Highlighted filing

2017

Assets$2,929,942
Liabilities$1,310,306
Net Assets$1,619,636
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $402,653Expenses 2011: $205,207Net Income 2011: $197,4462011Revenue 2012: $317,455Expenses 2012: $407,427Net Income 2012: -$89,9722012Revenue 2013: $479,043Expenses 2013: $428,399Net Income 2013: $50,6442013Revenue 2014: $491,056Expenses 2014: $470,241Net Income 2014: $20,8152014Revenue 2015: $364,773Expenses 2015: $301,599Net Income 2015: $63,1742015Revenue 2016: $1,160,850Expenses 2016: $411,381Net Income 2016: $749,4692016Revenue 2017: $553,731Expenses 2017: $473,502Net Income 2017: $80,2292017Revenue 2018: $1,125,719Expenses 2018: $1,128,211Net Income 2018: -$2,4922018Revenue 2019: $1,362,113Expenses 2019: $1,222,958Net Income 2019: $139,1552019Revenue 2020: $533,531Expenses 2020: $523,420Net Income 2020: $10,1112020Revenue 2021: $831,559Expenses 2021: $517,540Net Income 2021: $314,0192021Revenue 2022: $602,374Expenses 2022: $606,187Net Income 2022: -$3,8132022Revenue 2023: $654,911Expenses 2023: $791,811Net Income 2023: -$136,9002023Revenue 2024: $779,507Expenses 2024: $566,111Net Income 2024: $213,3962024Revenue 2025: $678,480Expenses 2025: $619,208Net Income 2025: $59,2722025

Highlighted filing

2017

Revenue$553,731
Expenses$473,502
Net Income$80,229
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$573,814
Mission and Program Overview

Mission

The mission of the foundation is to support teaching excellence and student success in the school district of lancaster.

Provide special programs to enhance the education opportunities for students in the school district of lancaster.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,860,378$1,679,353▼ $181,025
Savings and Temporary Cash Investments$583,579$1,161,383▲ $577,804
Accounts Receivable$57,725$47,780▼ $9,945
Cash and Non-Interest-Bearing Accounts$99,236$39,852▼ $59,384
Prepaid Expenses and Deferred Charges$2,060$1,574▼ $486
Total Assets$2,602,978$2,929,942▲ $326,964
Liabilities
Deferred Revenue$1,098,627$1,305,769▲ $207,142
Accounts Payable and Accrued Expenses$4,875$3,641▼ $1,234
Escrow Account Liability$896$896→ $0
Total Liabilities$1,104,398$1,310,306▲ $205,908
Net Assets / Fund Balance
Temporarily Rstr Net Assets$978,827$1,026,482▲ $47,655
Unrestricted Net Assets$408,654$465,307▲ $56,653
Permanently Rstr Net Assets$111,099$127,847▲ $16,748
Total Net Assets Fund Balance$1,498,580$1,619,636▲ $121,056
Total Liabilities and Net Assets / Fund Balance$2,602,978$2,929,942▲ $326,964

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$111,099$16,748--$127,847
2015$91,810$19,289--$111,099
2014$72,920$16,180▲ $2,710-$91,810
2013$72,150$770--$72,920
2012$70,366$985▲ $799-$72,150
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul E Richer IiExecutive DiPT$47,291$47,291

Board Members and Trustees

NameTitle
Barbara BobenPresident
Ann FultonDirector
Evelin De La PazDirector
Marcy RadcliffeDirector
Ruth EcklinDirector
Scott KuhnDirector
Thomas JwatersDirector
Candace RoperSdol Board M
Joyce NoltAlumni Presi
Dr Damaris RauSchool Super
Stacie Molnar-main EddSecretary
Adam HawkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$407,881
Program Service Revenue
$80,012
Investment Income
$62,925
Other Revenue
$2,913
All Other Contributions
$318,828
Change in Net Assets
$80,229

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Books and Publications$25,088Average Cost
Total Noncash Contributions$25,088-

Audited Revenue Reconciliation

Revenue per Audited Statements
$553,731
Revenue Not Reported on Form 990
$104,600
Total Revenue per Audited Statements
$658,331
Total Revenue per Form 990
$553,731
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$292,527
Salaries, Compensation, and Employee Benefits$136,953
Total Fundraising Expense$65,831
Other Expenses$44,022
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$229,432--$229,432
Other Salaries and Wages$28,358$23,962$24,292$76,612
Grants to Domestic Individuals$63,095--$63,095
Current Officers, Directors, Trustees, and Key Employees$7,094$9,458$30,739$47,291
Fees for Services Other-$20,391-$20,391
Payroll Taxes$3,734$3,520$5,796$13,050
Office Expenses$401$2,976$4,187$7,564
Insurance-$2,078-$2,078
Other Expenses$10,992$855-$855
Advertising--$667$667
Conferences and Meetings$150$258$150$558
Total Functional Expenses$343,256$64,415$65,831$473,502

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$537,275
Expenses per Audited Statements$473,502
Total Expenses per Form 990$473,502
Expenses Not Reported on Form 990$63,773
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA-Educational Grants$114,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,996
Fundraising Direct Expenses$20,083
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Resilience$8,625$8,625$158$8,467
Extraordinary G$21,605$38$11,310$-11,272
Total Events$44,563$22,996$20,083$2,913
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
No
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, Page 6, Part VI, Line 6

“The alumni association, which is included in the foundation, is comprised of members who are former students of the school district of lancaster.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the president, treasurer and executive director before mailing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is given out, reviewed and signed annually.”

Form 990, Page 6, Part VI, Line 15B

“Salaries and wages of all employees are reviewed by the executive committee.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by phone or email.”

Filing and Contact Details

Filer

Filer Name
Lancaster Education Foundation
EIN
23-2583874
Phone
7173918660
Address
1020 LEHIGH AVENUE, LANCASTER, PA 17602

Signing Officer

Name
Paul E Richer Ii
Title
Executive Director
Phone
7173918660
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul E Richer Ii
Formed
1989
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
40

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
John W Bonawitz
Phone
7177617171
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Teachers of the district.”

Form 990, Part XI, Line 9

“Direct fundraising expense 20,084 direct fundraising expense -20,084”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization holds and is custodian for "class monies". In accordance with state regulations, the foundation no longer accepts these monies from new classes, but holds existing funds until the respective classes request distributions.”

Schedule D, Page 2, Part V, Line 4

“The endowment fund consists of two funds: the foundation endowment which uses earnings to further the mission of the organization and a scholarship endowment which uses a percentage of earnings to pay out educational scholarships.”

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising expense 20,084”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expense 20,084”

Raw XML AppendixShowing 400 of 520 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04875
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03641
IRS990/AccountsReceivableGrp/BOYAmt057725
IRS990/AccountsReceivableGrp/EOYAmt047780
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SPECIAL PROGRAMS TO ENHANCE THE EDUCATION OPPORTUNITIES FOR STUDENTS IN THE SCHOOL DISTRICT OF LANCASTER.
IRS990/AdvertisingGrp/FundraisingAmt0667
IRS990/AdvertisingGrp/TotalAmt0667
IRS990/AllOtherContributionsAmt0318828
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0PAUL RICHER
IRS990/BooksInCareOfDetail/PhoneNum07173918660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 LEHIGH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017602
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt099236
IRS990/CashNonInterestBearingGrp/EOYAmt039852
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt030739
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt09458
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07094
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt047291
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt0150
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0258
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0150
IRS990/ConferencesMeetingsGrp/TotalAmt0558
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt021567
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0407881
IRS990/CYGrantsAndSimilarPaidAmt0292527
IRS990/CYInvestmentIncomeAmt062925
IRS990/CYOtherExpensesAmt044022
IRS990/CYOtherRevenueAmt02913
IRS990/CYProgramServiceRevenueAmt080012
IRS990/CYRevenuesLessExpensesAmt080229
IRS990/CYSalariesCompEmpBnftPaidAmt0136953
IRS990/CYTotalExpensesAmt0473502
IRS990/CYTotalFundraisingExpenseAmt065831
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0553731
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt01098627
IRS990/DeferredRevenueGrp/EOYAmt01305769
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE LANCASTER EDUCATION FOUNDATION HAS RESOLVED TO FOCUS ITS SUPPORT TO THE SCHOOL DISTRICT OF LANCASTER IN THE FOUR FOLLOWING AREAS: INCREASING STUDENT ACCESS TO TECHNOLOGY-SUPPORTED LEARNING, SUPPORTING MEANINGFUL AFTERSCHOOL PROGRAMMING IN DISTRICT SCHOOLS, INCREASING THE NUMBER AND AMOUNTS OF SCHOLARSHIPS AWARDED AND INCREASING DUAL ENROLLMENT OPPORTUNITIES, AND DEVELOPING A ROBUST MCCASKEY ALUMNI NETWORK IN SUPPORT OF SDOL, ITS STUDENTS, AND GRADUATES. THIS PAST YEAR WE CONTINUED OUR GROWTH TREND IN OUR SUPPORT FOR THE SCHOOL DISTRICT OF LANCASTER. THE GROWTH WAS MODEST COMPARED TO THE PREVIOUS TWO FISCAL YEARS. IN MANY WAYS IT WAS A YEAR TO PREPARE FOR THE 2017-18 FISCAL YEAR WHERE WE WILL PROVIDE OVER 1 MILLION IN SUPPORT TO THE STUDENTS AND TEACHERS OF THE DISTRICT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt0896
IRS990/EscrowAccountLiabilityGrp/EOYAmt0896
IRS990/ExpenseAmt0343256
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt020391
IRS990/FeesForServicesOtherGrp/TotalAmt020391
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1230.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0STACIE MOLNAR-MAIN EDD
IRS990/Form990PartVIISectionAGrp/PersonNm1RUTH ECKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2ADAM HAWK
IRS990/Form990PartVIISectionAGrp/PersonNm3MARCY RADCLIFFE
IRS990/Form990PartVIISectionAGrp/PersonNm4CANDACE ROPER
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS JWATERS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOYCE NOLT
IRS990/Form990PartVIISectionAGrp/PersonNm7SCOTT KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA BOBEN
IRS990/Form990PartVIISectionAGrp/PersonNm9DR DAMARIS RAU
IRS990/Form990PartVIISectionAGrp/PersonNm10ANN FULTON
IRS990/Form990PartVIISectionAGrp/PersonNm11EVELIN DE LA PAZ
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL E RICHER II
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/ReportableCompFromOrgAmt1247291
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SDOL BOARD M
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALUMNI PRESI
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SCHOOL SUPER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt021567
IRS990/FundraisingDirectExpensesAmt020083
IRS990/FundraisingGrossIncomeAmt022996
IRS990/GainOrLossGrp/SecuritiesAmt02
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt050626
IRS990/GrantAmt0292527
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt063095
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt063095
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0229432
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0229432
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02
IRS990/GrossReceiptsAmt0573814
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02078
IRS990/InsuranceGrp/TotalAmt02078
IRS990/InvestmentIncomeGrp/ExclusionAmt062923
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062923
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01860378
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01679353
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt016860
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO SUPPORT TEACHING EXCELLENCE AND STUDENT SUCCESS IN THE SCHOOL DISTRICT OF LANCASTER.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01498580
IRS990/NetAssetsOrFundBalancesEOYAmt01619636
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02913
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02913
IRS990/NetUnrlzdGainsLossesInvstAmt040827
IRS990/NoncashContributionsAmt025088
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt04187
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02976
IRS990/OfficeExpensesGrp/ProgramServicesAmt0401
IRS990/OfficeExpensesGrp/TotalAmt07564
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1855
IRS990/OtherExpensesGrp/ProgramServicesAmt010992
IRS990/OtherExpensesGrp/TotalAmt010992
IRS990/OtherExpensesGrp/TotalAmt1917
IRS990/OtherExpensesGrp/TotalAmt2855
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt024292
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt023962
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028358
IRS990/OtherSalariesAndWagesGrp/TotalAmt076612
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05796
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03520
IRS990/PayrollTaxesGrp/ProgramServicesAmt03734
IRS990/PayrollTaxesGrp/TotalAmt013050
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0111099
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0127847
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02060
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01574
IRS990/PrincipalOfficerNm0PAUL E RICHER II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080012
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080012
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0862830
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0229325
IRS990/PYInvestmentIncomeAmt0248572
IRS990/PYOtherExpensesAmt055999
IRS990/PYOtherRevenueAmt027209
IRS990/PYProgramServiceRevenueAmt022239
IRS990/PYRevenuesLessExpensesAmt0749469
IRS990/PYSalariesCompEmpBnftPaidAmt0126057
IRS990/PYTotalExpensesAmt0411381
IRS990/PYTotalRevenueAmt01160850
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt080229
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt080012
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0583579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01161383
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt071,615
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0407881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0862830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0323675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0456423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0462554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02513363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015457
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0142477
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt080012
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt021410
IRS990ScheduleA/OtherIncome170Grp/TotalAmt071615
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92150
IRS990ScheduleA/PublicSupportPY170Pct00.93260
IRS990ScheduleA/PublicSupportTotal170Amt02513363
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0407881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0862830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0323675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0456423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0462554
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02513363
IRS990ScheduleA/TotalSupportAmt02727455
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/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0111099
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016748
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0127847
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt091810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019289
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0111099
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt072920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt091810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02710
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt072150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0770
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt072920
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt070366
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt072150
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0799
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt043689
IRS990ScheduleD/DonatedServicesUseFcltsAmt043689
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt063773
IRS990ScheduleD/ExpensesSubtotalAmt0473502
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/NetUnrealizedGainsInvstAmt040827
IRS990ScheduleD/OtherExpensesIncludedAmt020084
IRS990ScheduleD/OtherRevenueAmt020084
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0104600
IRS990ScheduleD/RevenueSubtotalAmt0553731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS AND IS CUSTODIAN FOR "CLASS MONIES". IN ACCORDANCE WITH STATE REGULATIONS, THE FOUNDATION NO LONGER ACCEPTS THESE MONIES FROM NEW CLASSES, BUT HOLDS EXISTING FUNDS UNTIL THE RESPECTIVE CLASSES REQUEST DISTRIBUTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT FUND CONSISTS OF TWO FUNDS: THE FOUNDATION ENDOWMENT WHICH USES EARNINGS TO FURTHER THE MISSION OF THE ORGANIZATION AND A SCHOLARSHIP ENDOWMENT WHICH USES A PERCENTAGE OF EARNINGS TO PAY OUT EDUCATIONAL SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 20,084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DIRECT FUNDRAISING EXPENSE 20,084
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalExpensesPerForm990Amt0473502
IRS990ScheduleD/TotalRevenuePerForm990Amt0553731
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0658331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0537275
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021567
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021567
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020083
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EXTRAORDINARY G
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RESILIENCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014333
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022996
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02913
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08615

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,929,942
Liabilities
$1,310,306
Net assets
$1,619,636
Revenue
$553,731
Expenses
$473,502
Net income
$80,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.68$0.62$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.78$0.57$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.98$0.65$0.79$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.60$0.61$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.83$0.52$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.03$1.72$0.53$0.52$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.24$1.77$1.36$1.22$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.52$0.89$1.63$1.13$1.13$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.93$1.31$1.62$0.55$0.47$0.08
2016Summary only. Only limited summary data is available for this year.$2.60$1.10$1.50$1.16$0.41$0.75
2015Summary only. Only limited summary data is available for this year.$1.54$0.86$0.68$0.36$0.30$0.06
2014Summary only. Only limited summary data is available for this year.$1.28$0.66$0.61$0.49$0.47$0.02
2013Summary only. Only limited summary data is available for this year.$1.11$0.52$0.59$0.48$0.43$0.05
2012Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.32$0.41$0.09
2011Summary only. Only limited summary data is available for this year.$0.64$0.01$0.63$0.40$0.21$0.20