Civic Intelligence

Lancaster Education Foundation

990 • Fiscal year 2024 • EIN 23-2583874

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 15, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,380,640

Up $395,613 (+20%) from 2023

Net Assets

Up

$2,380,640

Up $396,488 (+20%) from 2023

Liabilities

Down

$0

Down $875 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin79th percentile

Revenue

Up

$779,507

Up $124,596 (+19%) from 2023

Expenses

Down

$566,111

Down $225,700 (-29%) from 2023

Net Income

Up

$213,396

Up $350,296 (+256%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$2,380,640
Liabilities$0
Net Assets$2,380,640
Open 2024 Filing

Operations Trend

Revenue Growth65th 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

2024

Revenue$779,507
Expenses$566,111
Net Income$213,396
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$810,139
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$1,842,908$2,231,927▲ $389,019
Cash and Non-Interest-Bearing Accounts$142,119$148,713▲ $6,594
Total Assets$1,985,027$2,380,640▲ $395,613
Liabilities
Accounts Payable and Accrued Expenses$875$0▼ $875
Total Liabilities$875$0▼ $875
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,434,524$1,626,584▲ $192,060
Net Assets Without Donor Restrictions$549,628$754,056▲ $204,428
Total Net Assets Fund Balance$1,984,152$2,380,640▲ $396,488
Total Liabilities and Net Assets / Fund Balance$1,985,027$2,380,640▲ $395,613

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$251,437$560-$4,318$247,679
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
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Christine CarriganPresident
Annette Medina-plazaVice President
Christina Pantoja WilliamsDirector
Erin FooseDirector
Holly WhiteDirector
Jane AppleyardDirector
Jen KopfDirector
Jihan Owens-taylorDirector
Justin ReeseDirector
Keith MilesDirector
Lauren EdgellDirector
Robin GoodsonDirector
Laura SabatiniSecretary
Julie Young MeirowitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$721,559
Program Service Revenue
$0
Investment Income
$52,926
Other Revenue
$5,022
All Other Contributions
$628,456
Change in Net Assets
$213,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$263,958
Salaries, Compensation, and Employee Benefits$151,647
Other Expenses$150,506
Total Fundraising Expense$61,848
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$167,239--$167,239
Other Salaries and Wages$47,050$54,422$37,529$139,001
Grants to Domestic Individuals$96,719--$96,719
Office Expenses$1,018$38,549$9,251$48,818
Other Expenses$42,459--$42,459
Fees for Services Other-$41,318-$41,318
Payroll Taxes$4,281$4,951$3,414$12,646
Advertising--$10,479$10,479
Insurance-$3,906-$3,906
Conferences and Meetings$1,176$1,175$1,175$3,526
Total Functional Expenses$359,942$144,321$61,848$566,111
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
School District of LancasterLancaster, PA501(c)(3)Educational Grants$84,976
Millersville University FoundationMillersville, PA-Educational Grants$10,549
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,654
Fundraising Direct Expenses$30,632
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
State of the District Breakfast$35,654$35,654$30,632$5,022
Total Events$35,654$35,654$30,632$5,022
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
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Carrigan
Formed
1989
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
44

Preparer

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

Additional Explanations

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 X, LINE 2:

“The foundation is not aware of any unrelated business income that would be subject to taxation. Accordingly, the internal revenue service form 990-t will not be filed. The foundation follows the provisions of asc topic 740, income taxes, and is not aware of any uncertain tax positions, and accordingly, no corresponding liability, including penalties and interest, has been recoreded in the accompanying financial statements.”

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.”

Raw XML AppendixShowing 400 of 487 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.

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IRS990/Desc0THE LANCASTER EDUCATION FOUNDATION'S PRIMARY PURPOSE IS TO SUPPORT THE MISSION AND PROGRAMS OF THE SCHOOLS OF THE SCHOOL DISTRICT OF LANCASTER, SERVING AS ITS NON-PROFIT PARTNER FOR DISTRICT FUNDRAISING, INCREASING AMOUNTS OF SCHOLARSHIPS AWARDED, SUPPORTING AND INCREASING DUAL ENROLLMENT OPPORTUNITIES AND DEVELOPING A ROBUST MCCASKEY ALUMNI NETWORK IN SUPPORT OF THE SCHOOL DISTRICT OF LANCASTER, ITS STUDENTS AND ITS GRADUATES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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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/NetAssetsOrFundBalancesBOYAmt01984152
IRS990/NetAssetsOrFundBalancesEOYAmt02380640
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05022
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05022
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0183092
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0549628
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0754056
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt09251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038549
IRS990/OfficeExpensesGrp/ProgramServicesAmt01018
IRS990/OfficeExpensesGrp/TotalAmt048818
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt042459
IRS990/OtherExpensesGrp/TotalAmt042459
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037529
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054422
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047050
IRS990/OtherSalariesAndWagesGrp/TotalAmt0139001
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03414
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04951
IRS990/PayrollTaxesGrp/ProgramServicesAmt04281
IRS990/PayrollTaxesGrp/TotalAmt012646
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINE CARRIGAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0626387
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0465818
IRS990/PYInvestmentIncomeAmt030289
IRS990/PYOtherExpensesAmt0200310
IRS990/PYOtherRevenueAmt0-1765
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-136900
IRS990/PYSalariesCompEmpBnftPaidAmt0125683
IRS990/PYTotalExpensesAmt0791811
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0654911
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0213396
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING INCOME $ 76,373
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10 - OTHER INCOME DETAIL
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0721559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0626387
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0568198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0747924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0466120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03130188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt056481
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0261465
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05466
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05756
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0998
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt028499
IRS990ScheduleA/OtherIncome170Grp/TotalAmt076373
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90260
IRS990ScheduleA/PublicSupportPY170Pct00.90490
IRS990ScheduleA/PublicSupportTotal170Amt03130188
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0721559
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0626387
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0568198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0747924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0466120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03130188
IRS990ScheduleA/TotalSupportAmt03468026
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/BoardDesignatedBalanceEOYPct00.04303
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0251437
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0560
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0247679
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04318
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0224646
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt029350
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0251437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0150850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt074335
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0224646
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0149865
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0150850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0254219
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0149865
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0104354
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95697
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/ExplanationTxt1THE FOUNDATION IS NOT AWARE OF ANY UNRELATED BUSINESS INCOME THAT WOULD BE SUBJECT TO TAXATION. ACCORDINGLY, THE INTERNAL REVENUE SERVICE FORM 990-T WILL NOT BE FILED. THE FOUNDATION FOLLOWS THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, AND IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, NO CORRESPONDING LIABILITY, INCLUDING PENALTIES AND INTEREST, HAS BEEN RECOREDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER 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 X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 1E, COLUMN (A)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030632
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STATE OF THE DISTRICT BREAKFAST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035654
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035654
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05022
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt030632
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0THIS FUNDRAISING EVENT WAS HELD TO SHARE THE VISION FOR THE FUTURE OF THE SCHOOL DISTRICT OF LANCASTER.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt096719
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS
IRS990ScheduleI/RecipientTable/CashGrantAmt084976
IRS990ScheduleI/RecipientTable/CashGrantAmt110549
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
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01020 LEHIGH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1002
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LANCASTER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MILLERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017602
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd117551
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/TotalOtherOrgCnt01
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

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,380,640
Liabilities
$0
Net assets
$2,380,640
Revenue
$779,507
Expenses
$566,111
Net income
$213,396
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