Civic Intelligence

Kendal Charitable Funds

990 • Fiscal year 2020 • EIN 23-2626425

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

1107 East Baltimore PikeKennett Square, PA 19348-2366

(610) 335-1200

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

2.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

99th percentile

$797,184

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 218.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

57th percentile

9.0%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

98%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,685,477

Up $387,425 (+9.0%) from 2019

Net Assets

Up

$3,763,234

Up $392,009 (+12%) from 2019

Liabilities

Down

$922,243

Down $4,584 (-0.5%) from 2019

Revenue

Up

$365,031

Up $180,876 (+98%) from 2019

Expenses

Up

$134,061

Up $3,273 (+2.5%) from 2019

Net Income

Up

$230,970

Up $177,603 (+333%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,722,669Liabilities 2011: $563,150Net Assets 2011: $2,159,5192011Assets 2012: $3,216,412Liabilities 2012: $914,788Net Assets 2012: $2,301,6242012Assets 2013: $3,548,872Liabilities 2013: $1,109,300Net Assets 2013: $2,439,5722013Assets 2014: $3,809,656Liabilities 2014: $1,203,550Net Assets 2014: $2,606,1062014Assets 2015: $3,629,539Liabilities 2015: $978,677Net Assets 2015: $2,650,8622015Assets 2016: $3,830,552Liabilities 2016: $960,735Net Assets 2016: $2,869,8172016Assets 2017: $4,376,544Liabilities 2017: $1,145,758Net Assets 2017: $3,230,7862017Assets 2018: $3,887,707Liabilities 2018: $995,701Net Assets 2018: $2,892,0062018Assets 2019: $4,298,052Liabilities 2019: $926,827Net Assets 2019: $3,371,2252019Assets 2020: $4,685,477Liabilities 2020: $922,243Net Assets 2020: $3,763,2342020Assets 2021: $5,128,306Liabilities 2021: $950,561Net Assets 2021: $4,177,7452021Assets 2022: $3,972,193Liabilities 2022: $579,869Net Assets 2022: $3,392,3242022Assets 2023: $4,321,897Liabilities 2023: $371,225Net Assets 2023: $3,950,6722023Assets 2024: $4,700,173Liabilities 2024: $373,815Net Assets 2024: $4,326,3582024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$4,685,477
Liabilities$922,243
Net Assets$3,763,234

Operations Trend

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

$600K$400K$200K$0Expenses 2011: $181,9122011Expenses 2012: $24,7702012Expenses 2013: $108,4142013Revenue 2014: $162,396Expenses 2014: $139,466Net Income 2014: $22,9302014Revenue 2015: $267,086Expenses 2015: $92,539Net Income 2015: $174,5472015Revenue 2016: $359,324Expenses 2016: $44,768Net Income 2016: $314,5562016Revenue 2017: $187,776Expenses 2017: $113,064Net Income 2017: $74,7122017Revenue 2018: $243,684Expenses 2018: $235,860Net Income 2018: $7,8242018Revenue 2019: $184,155Expenses 2019: $130,788Net Income 2019: $53,3672019Revenue 2020: $365,031Expenses 2020: $134,061Net Income 2020: $230,9702020Revenue 2021: $226,039Expenses 2021: $53,099Net Income 2021: $172,9402021Revenue 2022: $227,490Expenses 2022: $151,717Net Income 2022: $75,7732022Revenue 2023: $451,921Expenses 2023: $109,231Net Income 2023: $342,6902023Revenue 2024: $226,284Expenses 2024: $149,057Net Income 2024: $77,2272024Revenue 2025: $88,810Expenses 2025: $48,635Net Income 2025: $40,1752025

Highlighted filing

2020

Revenue$365,031
Expenses$134,061
Net Income$230,970
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Gross Receipts
$1,495,426
Mission and Program Overview

Mission

Raise, receive, manage, invest and expend funds in support of thekendal corporation and its charitable purposes.

To transform the experience of aging by supporting the kendal corporation and affiliates

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,190,087$4,649,892▲ $459,805
Cash and Non-Interest-Bearing Accounts$104,789$28,994▼ $75,795
Total Assets$4,298,052$4,685,477▲ $387,425
Other Assets Total$3,176$6,591▲ $3,415
Liabilities
Other Liabilities$904,184$913,236▲ $9,052
Accounts Payable and Accrued Expenses$22,643$9,007▼ $13,636
Total Liabilities$926,827$922,243▼ $4,584
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,348,807$2,598,907▲ $250,100
Net Assets With Donor Restrictions$1,022,418$1,164,327▲ $141,909
Total Net Assets Fund Balance$3,371,225$3,763,234▲ $392,009
Total Liabilities and Net Assets / Fund Balance$4,298,052$4,685,477▲ $387,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,850---$6,850
2019$6,850---$6,850
2018$6,850---$6,850
2017$6,850---$6,850
2016$6,850---$6,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marilyn RichardsChair
Sean KellyPresident & CEO
Julie HouptVice Chair
Alphonce Brown JrDirector
Barbara FreedmanDirector
Grace TomposDirector
Jeffrey HarnessDirector
Richard SchrammDirector
Tara QuinnDirector
Amy HarrisonChief Financial Officer
Jenny CampbellSecretary
James IngramTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,641
Program Service Revenue
$0
Investment Income
$325,390
Other Revenue
$0
All Other Contributions
$39,641
Change in Net Assets
$230,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,720
Other Expenses$22,341
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,720--$111,720
Fees for Service Investment Mgmnt Fees-$9,542-$9,542
Information Technology-$9,010-$9,010
Fees for Services Accounting-$2,883-$2,883
Office Expenses-$845-$845
Travel-$61-$61
Total Functional Expenses$111,720$22,341$0$134,061
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Collington Episcopal Lifecare CommunityMitchellville, MD501(c)(3)Food Sustainability$16,720
Kennett Area Community ServiceKennett Square, PA501(c)(3)Address Needs of Individuals 60 or Older, Aging in Place in Urban Setting, Living at or Below the Federal Poverty Line (fpl)- Senior Support Services & Ppe$12,500
Rebuilding Together PhiladelphiaPhiladelphia, PA501(c)(3)Address Needs of Individuals 60 or Older, Aging in Place in Urban Setting, Living at or Below the Federal Poverty Line (fpl)- Home Repairs$12,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unitrust and Charitable Gift Annuity Liability$913,236
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The kendal corporation, a 501(c)(3) public charity, is considered the sole member based on the internal revenue service definition of member. Upon the organization's dissolution, the kendal corporation is entitled to receive a share of the profits, excess dues, or net assets.

Form 990, Part VI, Section A, Line 7A

The board of directors shall be appointed by the kendal corporation. At least one director shall also be a member of the kendal corporation. The kendal corporation shall have the right to remove a director with or without cause and without notice or hearing as provided by removal for directors.

Form 990, Part VI, Section A, Line 7B

Any change to the articles of incorporation and/or the bylaws shall be effective only with the written approval of the kendal corporation.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm and then the cfo, senior vp of governance, controller and executive director review the form 990. Upon completion of that initial review, the form 990 is made available to all voting board members prior to filing with the internal revenue service.

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

All board and committee members, as well as staff members complete an annual statement regarding each person's conformance with kendal's conflict of interest policy. A summary of the statement is reviewed by the governance committee and the full board, who then make the determination as to whether an actual conflict exists. If a conflict arose in between completion of the statements, the individual would inform the board chair or ceo. The policy states: "individuals having conflicts of interest shall disclose the conflicts; shall abstain from discussion of such matters relating to the conflict at board; committee, or staff meetings; and shall not use their personal influence in any decision regarding the matters relating to the conflict. The minutes of any such meeting shall reflect the disclosure that was made and the abstention from discussion."

Form 990, Part VI, Section B, Line 15

The organization does not have any paid employees and as such form 990, part vi, section b, lines 15a and 15b are required to be answered no.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kendal Charitable Funds
EIN
23-2626425
Phone
6103351200
Address
1107 EAST BALTIMORE PIKE, KENNETT SQUARE, PA 19348-2366

Signing Officer

Name
Amy Harrison
Title
CFO
Phone
6103351241
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Kelly
Formed
1989
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Connie M Lira
Phone
2156433900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Net assets with donor restrictions are to be held in perpetuity. The income derived from these funds is unrestricted.

PART X, LINE 2:

The organization is an exempt organization as defined in section 501(c)(3) of the internal revenue code (the code) and is exempt from federal income taxes pursuant to section 501(a) of the code. The organization follows the provisions of the income tax standard regarding the recognition and measurement of uncertain tax positions. The application of these provisions has no impact on the consolidated financial statements. The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.

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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THE KENDAL CORPORATION, ITS AFFILIATED ENTITIES, AND ITS CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03371225
IRS990/NetAssetsOrFundBalancesEOYAmt03763234
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0268288
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0268288
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0161039
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02348807
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02598907
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0845
IRS990/OfficeExpensesGrp/TotalAmt0845
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03176
IRS990/OtherAssetsTotalGrp/EOYAmt06591
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0904184
IRS990/OtherLiabilitiesGrp/EOYAmt0913236
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SEAN KELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROMISING INNOVATIONS (PIF): FOR THE 2020 GRANT CYCLE, FUNDING CONTINUED WITH EXISTING NON-PROFIT CONSORTIUM RECIPIENTS FROM THE PREVIOUS YEAR, WORKING TO ADDRESS NEEDS OF INDIVIDUALS 60 OR OLDER, AGING IN PLACE IN AN URBAN SETTING, WHO ARE LIVING AT OR BELOW THE FEDERAL POVERTY LINE (FPL). TWO GRANTS THAT CONTINUED INTO 2020 WERE AWARED TO REBUILDING TOGETHER PHILADELPHIA FOR HOME REPAIRS FOR SENIORS AND, KENNETT AREA COMMUNITY SERVICE FOR THEIR SENIOR SUPPORT SERVICES PROGRAM, PLUS ADDITIONAL FUNDING FOR PERSONAL PROTECTIVE EQUIPMENT RELATED TO PANDEMIC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt025000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt025000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0LEANPATH PROGRAM: AN EVOLUTION OF THE PEOPLE DEVELOPMENT LEADERSHIP FELLOWS PROGRAM, THIS PROGRAM IS INTENDED TO DEVELOP AND CREATE A MODEL PRACTICE FOR THE KENDAL SYSTEM OF AFFILIATES AROUND FOOD SUSTAINABILITY. THE COLLINGTON AFFILIATE WILL SPEND A YEAR EVALUATING SOFTWARE AND EDUCATIONAL MATERIAL FOR STAFF AND RESIDENTS THAT WILL SAVE THE COMMUNITY RESOURCES WHILE ALSO SAVING ON FOOD WASTE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016720
IRS990/ProgSrvcAccomActy3Grp/GrantAmt016720
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033101
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087360
IRS990/PYInvestmentIncomeAmt0151054
IRS990/PYOtherExpensesAmt043428
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt053367
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0130788
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0184155
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0230970
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039641
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0282394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt057102
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0108885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0100719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt061939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063814
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0392459
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41470
IRS990ScheduleA/PublicSupportPY170Pct00.44870
IRS990ScheduleA/PublicSupportTotal170Amt0279891
IRS990ScheduleA/SubstantialContributorsTotAmt02503
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039641
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115454
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0282394
IRS990ScheduleA/TotalSupportAmt0674853
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0913236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNITRUST AND CHARITABLE GIFT ANNUITY LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET ASSETS WITH DONOR RESTRICTIONS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS AN EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0913236
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt216720
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADDRESS NEEDS OF INDIVIDUALS 60 OR OLDER, AGING IN PLACE IN URBAN SETTING, LIVING AT OR BELOW THE FEDERAL POVERTY LINE (FPL)- SENIOR SUPPORT SERVICES & PPE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ADDRESS NEEDS OF INDIVIDUALS 60 OR OLDER, AGING IN PLACE IN URBAN SETTING, LIVING AT OR BELOW THE FEDERAL POVERTY LINE (FPL)- HOME REPAIRS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FOOD SUSTAINABILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KENNETT AREA COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1REBUILDING TOGETHER PHILADELPHIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COLLINGTON EPISCOPAL LIFECARE COMMUNITY
IRS990ScheduleI/RecipientTable/RecipientEIN0232215441
IRS990ScheduleI/RecipientTable/RecipientEIN1232549594
IRS990ScheduleI/RecipientTable/RecipientEIN2521281156
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0136 W CEDAR STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14355 ORCHARD STREET SUITE 2R
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt210450 LOTTSFORD ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0KENNETT SQUARE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MITCHELLVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019438
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119124
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220721
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE REQUIRE A WRITTEN JUSTIFICATION OF THE EXPENDITURE AND A DESCRIPTION OF HOW THE GRANT WILL BE USED. FUNDS ARE DISBURSED UPON NOTIFICATION THAT THE PROJECT HAS COMMENCED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt029767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt132951
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0619000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1305588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt099262
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt151854
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt036178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt136078
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt012977

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.05$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.37$4.33$0.23$0.15$0.08
2023Summary only. Only limited summary data is available for this year.$4.32$0.37$3.95$0.45$0.11$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.58$3.39$0.23$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.95$4.18$0.23$0.05$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.69$0.92$3.76$0.37$0.13$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.93$3.37$0.18$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.00$2.89$0.24$0.24$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$1.15$3.23$0.19$0.11$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.96$2.87$0.36$0.04$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.98$2.65$0.27$0.09$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.81$1.20$2.61$0.16$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$1.11$2.44$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.91$2.30$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.56$2.16$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits