Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2023 • EIN 23-2583874

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 10, 2023

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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

39th percentile

0.9%

Faster asset growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

8.7%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,985,027

Up $16,964 (+0.9%) from 2022

Net Assets

Up

$1,984,152

Up $16,893 (+0.9%) from 2022

Liabilities

Up

$875

Up $71 (+8.8%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Up

$654,911

Up $52,537 (+8.7%) from 2022

Expenses

Up

$791,811

Up $185,624 (+31%) from 2022

Net Income

Down

-$136,900

Down $133,087 (-3490%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$1,985,027
Liabilities$875
Net Assets$1,984,152
Open 2023 Filing

Operations Trend

Revenue Growth53rd 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

2023

Revenue$654,911
Expenses$791,811
Net Income-$136,900
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$760,044
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$1,733,985$1,842,908▲ $108,923
Cash and Non-Interest-Bearing Accounts$234,078$142,119▼ $91,959
Total Assets$1,968,063$1,985,027▲ $16,964
Liabilities
Accounts Payable and Accrued Expenses$804$875▲ $71
Total Liabilities$804$875▲ $71
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,558,933$1,434,524▼ $124,409
Net Assets Without Donor Restrictions$408,326$549,628▲ $141,302
Total Net Assets Fund Balance$1,967,259$1,984,152▲ $16,893
Total Liabilities and Net Assets / Fund Balance$1,968,063$1,985,027▲ $16,964

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$224,646$29,350-$2,559$251,437
2021$150,850$74,335-$539$224,646
2020$149,865$1,285-$300$150,850
2019$254,219--$104,354$149,865
2018$241,770$1,135▲ $11,614-$254,219
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Christine CarriganPresident
Annette Medina-plazaVice President
Bill ZeeDirector
Holly WhiteDirector
Jane AppleyardDirector
Jen KopfDirector
Julie Young MeirowitzDirector
Justin ReeseDirector
Lauren EdgellDirector
Lauren SabatiniDirector
Margaret HazlettDirector
Matt PrzywaraDirector
Robin GoodsonDirector
Barbara BobenSecretary
Marcy RadcliffeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$626,387
Program Service Revenue
$0
Investment Income
$30,289
Other Revenue
$-1,765
All Other Contributions
$365,750
Change in Net Assets
$-136,900

Audited Revenue Reconciliation

Revenue per Audited Statements
$654,911
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$161,024
Total Revenue per Audited Statements
$815,935
Total Revenue per Form 990
$654,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$465,818
Other Expenses$200,310
Salaries, Compensation, and Employee Benefits$125,683
Total Fundraising Expense$59,153
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$323,839--$323,839
Grants to Domestic Individuals$141,979--$141,979
Other Salaries and Wages$41,507$45,559$25,622$112,688
Fees for Services Other-$108,976-$108,976
Other Expenses$35,635--$35,635
Office Expenses$770$22,605$7,960$31,335
Advertising--$22,401$22,401
Payroll Taxes$4,786$5,254$2,955$12,995
Insurance-$1,319-$1,319
Conferences and Meetings$214$215$215$644
Total Functional Expenses$548,730$183,928$59,153$791,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$799,042
Expenses per Audited Statements$791,811
Total Expenses per Form 990$791,811
Expenses Not Reported on Form 990$7,231
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA501(c)(3)Educational Grants$174,316
Millersville University FoundationMillersville, PA-Educational Grants$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,231
Fundraising Gross Income$5,466
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Christine Carrigan
Title
Board President
Phone
7173918660
Signed
2023-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Carrigan
Formed
1989
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
30

Preparer

Firm
Trout CPA
Address
1705 OREGON PIKE, LANCASTER, PA 17601
Preparer
Megan E Senkowski
Phone
7175692900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees: program service expenses 0. Management and general expenses 87,990. Fundraising expenses 0. Total expenses 87,990. Outside services: program service expenses 0. Management and general expenses 20,986. Fundraising expenses 0. Total expenses 20,986.”

FORM 990, PART XII, LINE 1:

“MODIFIED CASH BASIS”

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 7,231.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising expense 7,231.”

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/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01319
IRS990/InsuranceGrp/TotalAmt01319
IRS990/InvestmentIncomeGrp/ExclusionAmt038422
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038422
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01733985
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01842908
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt097902
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt055137
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
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/NetAssetsOrFundBalancesBOYAmt01967259
IRS990/NetAssetsOrFundBalancesEOYAmt01984152
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-8133
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-8133
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-1765
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1765
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0153793
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0408326
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0549628
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt07960
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022605
IRS990/OfficeExpensesGrp/ProgramServicesAmt0770
IRS990/OfficeExpensesGrp/TotalAmt031335
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt035635
IRS990/OtherExpensesGrp/TotalAmt035635
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025622
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt045559
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041507
IRS990/OtherSalariesAndWagesGrp/TotalAmt0112688
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02955
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05254
IRS990/PayrollTaxesGrp/ProgramServicesAmt04786
IRS990/PayrollTaxesGrp/TotalAmt012995
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINE CARRIGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0568198
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0304465
IRS990/PYInvestmentIncomeAmt032441
IRS990/PYOtherExpensesAmt0148865
IRS990/PYOtherRevenueAmt01735
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3813
IRS990/PYSalariesCompEmpBnftPaidAmt0152857
IRS990/PYTotalExpensesAmt0606187
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0602374
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-136900
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0654911
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME $ 69,941
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0626387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0568198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0747924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0466120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01234502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03643131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt083047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0104285
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0312824
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05466
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05756
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0998
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt028499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt029222
IRS990ScheduleA/OtherIncome170Grp/TotalAmt069941
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90490
IRS990ScheduleA/PublicSupportPY170Pct00.90490
IRS990ScheduleA/PublicSupportTotal170Amt03643131
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0626387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0568198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0747924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0466120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01234502
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03643131
IRS990ScheduleA/TotalSupportAmt04025896
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/BoardDesignatedBalanceEOYPct00.04239
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0224646
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt029350
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0251437
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0150850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt074335
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0224646
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0539
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0149865
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0150850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0254219
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0149865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0104354
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0241770
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01135
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0254219
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011614
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt07231
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0791811
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0153793
IRS990ScheduleD/OtherExpensesIncludedAmt07231
IRS990ScheduleD/OtherRevenueAmt07231
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95761
IRS990ScheduleD/RevenueNotReportedAmt0161024
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0654911
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 7,231.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DIRECT FUNDRAISING EXPENSE 7,231.
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/TotalExpensesPerForm990Amt0791811
IRS990ScheduleD/TotalRevenuePerForm990Amt0654911
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0815935
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0799042
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0141979
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS
IRS990ScheduleI/RecipientTable/CashGrantAmt0174316
IRS990ScheduleI/RecipientTable/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOOL DISTRICT OF LANCASTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MILLERSVILLE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0231726414
IRS990ScheduleI/RecipientTable/RecipientEIN1236435616

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,985,027
Liabilities
$875
Net assets
$1,984,152
Revenue
$654,911
Expenses
$791,811
Net income
-$136,900
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