Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2021 • EIN 23-2583874

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

Organization ProfileWWW.LANCASTEREDFND.COM
445 N Reservoir StreetLancaster, PA 17602

(717) 391-8660

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

29%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

56%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,259,114

Up $506,928 (+29%) from 2020

Net Assets

Up

$2,259,114

Up $535,178 (+31%) from 2020

Liabilities

Down

$0

Down $28,250 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin80th percentile

Revenue

Up

$831,559

Up $298,028 (+56%) from 2020

Expenses

Down

$517,540

Down $5,880 (-1.1%) from 2020

Net Income

Up

$314,019

Up $303,908 (+3006%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2021

Assets$2,259,114
Liabilities$0
Net Assets$2,259,114
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$831,559
Expenses$517,540
Net Income$314,019
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$831,969
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$1,330,716$1,655,595▲ $324,879
Cash and Non-Interest-Bearing Accounts$74,605$302,476▲ $227,871
Savings and Temporary Cash Investments$320,761$301,043▼ $19,718
Pledges and Grants Receivable$25,000$0▼ $25,000
Prepaid Expenses and Deferred Charges$1,104$0▼ $1,104
Total Assets$1,752,186$2,259,114▲ $506,928
Liabilities
Mortgage Notes Payable Secured by Investment Property$23,100$0▼ $23,100
Accounts Payable and Accrued Expenses$5,150$0▼ $5,150
Total Liabilities$28,250$0▼ $28,250
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,381,029$1,624,107▲ $243,078
Net Assets Without Donor Restrictions$342,907$635,007▲ $292,100
Total Net Assets Fund Balance$1,723,936$2,259,114▲ $535,178
Total Liabilities and Net Assets / Fund Balance$1,752,186$2,259,114▲ $506,928

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$149,865$1,285-$300$150,850
2019$254,219--$104,354$149,865
2018$241,770$1,135▲ $11,614-$254,219
2017$224,156$11,060▲ $8,879-$241,770
2016$188,506$16,748▲ $20,406-$224,156
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Marcy RadcliffePresident
Christine CarriganVice President
Adam SchottDirector
Annette PlazaDirector
Barbara BobenDirector
Bill ZeeDirector
Eric BaytalaDirector
Jane AppleyardDirector
Jen KopfDirector
Margaret HazlettDirector
Robin GoodsonDirector
Erin BavingtonSecretary
Dr Damaris RauSuperintendent
Revenue and Support

Revenue Composition

Contributions and Grants
$747,924
Program Service Revenue
$0
Investment Income
$83,047
Other Revenue
$588
All Other Contributions
$556,800
Change in Net Assets
$314,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$831,559
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$242,523
Total Revenue per Audited Statements
$1,074,082
Total Revenue per Form 990
$831,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$263,005
Salaries, Compensation, and Employee Benefits$155,029
Other Expenses$99,506
Total Fundraising Expense$49,724
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$219,154--$219,154
Other Salaries and Wages$45,130$59,060$36,693$140,883
Fees for Services Other-$43,899-$43,899
Grants to Domestic Individuals$43,851--$43,851
Fees for Services Legal-$36,380-$36,380
Office Expenses$1,065$6,172$8,470$15,707
Payroll Taxes$4,532$5,930$3,684$14,146
Insurance-$2,147-$2,147
Advertising--$765$765
Conferences and Meetings$113$112$112$337
Other Expenses$271--$271
Total Functional Expenses$314,116$153,700$49,724$517,540

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$517,950
Expenses per Audited Statements$517,540
Total Expenses per Form 990$517,540
Expenses Not Reported on Form 990$410
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA-Educational Grants$219,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$998
Fundraising Direct Expenses$410
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section A, 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, Part VI, Section B, Line 11B

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

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

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

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

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

Form 990, Part VI, Section C, 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
445 N RESERVOIR STREET, LANCASTER, PA 17602

Signing Officer

Name
Marcy Radcliffe
Title
Board President
Phone
7173918660
Signed
2021-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Radcliffe
Formed
1989
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
4
Volunteers
49

Preparer

Firm
Trout CPA
Address
1705 OREGON PIKE, LANCASTER, PA 17601
Preparer
Brian Groff
Phone
7175692900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Restatement for change in accounting methods from accrual to modified cash -20,954.”

FORM 990, PART XII, LINE 1:

“MODIFIED CASH BASIS”

FORM 990, PART XII, LINE 2C:

“The audited financial statements are reviewed by the board president and executive director before discussion at the annual board meeting.”

Financial Statement Notes

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 410.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 410.”

Part V, Line 1E, Column (A)

“Other expenditures for facilities and programs includes adjustments and corrections to endowment balances, and reclassification amounts for endowment funds no longer classified as funds with donor restrictions in perpetuity.”

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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO SUPPORT TEACHING EXCELLENCE AND STUDENT SUCCESS IN THE SCHOOL DISTRICT OF LANCASTER.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt023100
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01723936
IRS990/NetAssetsOrFundBalancesEOYAmt02259114
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0588
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0588
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0242113
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0342907
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0635007
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt08470
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06172
IRS990/OfficeExpensesGrp/ProgramServicesAmt01065
IRS990/OfficeExpensesGrp/TotalAmt015707
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-20954
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0271
IRS990/OtherExpensesGrp/TotalAmt0271
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036693
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059060
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045130
IRS990/OtherSalariesAndWagesGrp/TotalAmt0140883
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03684
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05930
IRS990/PayrollTaxesGrp/ProgramServicesAmt04532
IRS990/PayrollTaxesGrp/TotalAmt014146
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01104
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARCY RADCLIFFE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0466120
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0343465
IRS990/PYInvestmentIncomeAmt054504
IRS990/PYOtherExpensesAmt061925
IRS990/PYOtherRevenueAmt012907
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010111
IRS990/PYSalariesCompEmpBnftPaidAmt0118030
IRS990/PYTotalExpensesAmt0523420
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0533531
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0314019
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0320761
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0301043
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME $ 92,581
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0747924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0466120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01234502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01041013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0407881
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03897440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0104285
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt076623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt062923
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0383359
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0998
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt028499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029222
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010866
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt022996
IRS990ScheduleA/OtherIncome170Grp/TotalAmt092581
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89120
IRS990ScheduleA/PublicSupportPY170Pct00.90160
IRS990ScheduleA/PublicSupportTotal170Amt03897440
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0747924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0466120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01234502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01041013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0407881
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03897440
IRS990ScheduleA/TotalSupportAmt04373380
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07100
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0149865
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01285
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0150850
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0254219
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0149865
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0104354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0241770
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01135
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0254219
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011614
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0224156
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt011060
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0241770
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0188506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt016748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0224156
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020406
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0410
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0517540
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0242113
IRS990ScheduleD/OtherExpensesIncludedAmt0410
IRS990ScheduleD/OtherRevenueAmt0410
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.92900
IRS990ScheduleD/RevenueNotReportedAmt0242523
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0831559
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1DIRECT FUNDRAISING EXPENSE 410.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 410.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS INCLUDES ADJUSTMENTS AND CORRECTIONS TO ENDOWMENT BALANCES, AND RECLASSIFICATION AMOUNTS FOR ENDOWMENT FUNDS NO LONGER CLASSIFIED AS FUNDS WITH DONOR RESTRICTIONS IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V, LINE 1E, COLUMN (A)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0517540
IRS990ScheduleD/TotalRevenuePerForm990Amt0831559
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01074082
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0517950
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt043851
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS
IRS990ScheduleI/RecipientTable/CashGrantAmt0219154
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF LANCASTER
IRS990ScheduleI/RecipientTable/RecipientEIN0231726414
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01020 LEHIGH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LANCASTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017602
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WHEN ORGANIZATION REMITS FUNDS TO THE SCHOOL DISTRICT, INCLUDED IS A MEMO TO THE BUSINESS OFFICE EXPLAINING THE USE OF THE FUNDS AND TO WHOM THEY SHOULD BE DISTRIBUTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ALUMNI ASSOCIATION, WHICH IS INCLUDED IN THE FOUNDATION, IS COMPRISED OF MEMBERS WHO ARE FORMER STUDENTS OF THE SCHOOL DISTRICT OF LANCASTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR BEFORE MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS GIVEN OUT, REVIEWED AND SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARIES AND WAGES OF ALL EMPLOYEES ARE REVIEWED BY THE EXECUTIVE COMMITTEE.

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,259,114
Liabilities
$0
Net assets
$2,259,114
Revenue
$831,559
Expenses
$517,540
Net income
$314,019
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