Civic Intelligence

Donegal School District Education Foundation

990EZ • Fiscal year 2017 • EIN 23-2679755

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 04, 2017

PO Box 495Mount Joy, PA 17552-0495

(717) 426-3031

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.0%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$379,455

Up $17,974 (+5.0%) from 2016

Net Assets

Up

$379,455

Up $17,974 (+5.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$78,078

Down $95,654 (-55%) from 2016

Expenses

Up

$60,707

Up $8,778 (+17%) from 2016

Net Income

Down

$17,371

Down $104,432 (-86%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $197,523Liabilities 2011: $02011Assets 2012: $202,918Liabilities 2012: $02012Assets 2013: $203,631Net Assets 2013: $203,6312013Assets 2014: $218,359Net Assets 2014: $218,3592014Assets 2015: $240,164Net Assets 2015: $240,1642015Assets 2016: $361,481Liabilities 2016: $0Net Assets 2016: $361,4812016Assets 2017: $379,455Net Assets 2017: $379,4552017Assets 2018: $412,401Net Assets 2018: $412,4012018Assets 2019: $430,393Net Assets 2019: $430,3932019Assets 2020: $488,871Net Assets 2020: $488,8712020Assets 2021: $594,560Liabilities 2021: $0Net Assets 2021: $594,5602021Assets 2022: $562,950Liabilities 2022: $0Net Assets 2022: $562,9502022Assets 2023: $584,970Liabilities 2023: $0Net Assets 2023: $584,9702023Assets 2024: $520,708Liabilities 2024: $0Net Assets 2024: $520,7082024Assets 2025: $528,593Liabilities 2025: $0Net Assets 2025: $528,5932025

Highlighted filing

2017

Assets$379,455
Liabilities-
Net Assets$379,455

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $75,494Expenses 2011: $17,193Net Income 2011: $58,3012011Revenue 2012: $21,276Expenses 2012: $15,153Net Income 2012: $6,1232012Revenue 2013: $29,702Expenses 2013: $25,755Net Income 2013: $3,9472013Revenue 2014: $25,444Expenses 2014: $20,581Net Income 2014: $4,8632014Revenue 2015: $54,833Expenses 2015: $25,871Net Income 2015: $28,9622015Revenue 2016: $173,732Expenses 2016: $51,929Net Income 2016: $121,8032016Revenue 2017: $78,078Expenses 2017: $60,707Net Income 2017: $17,3712017Revenue 2018: $99,656Expenses 2018: $69,384Net Income 2018: $30,2722018Revenue 2019: $84,196Expenses 2019: $72,462Net Income 2019: $11,7342019Revenue 2020: $129,323Expenses 2020: $60,633Net Income 2020: $68,6902020Revenue 2021: $159,670Expenses 2021: $105,322Net Income 2021: $54,3482021Revenue 2022: $143,814Expenses 2022: $109,054Net Income 2022: $34,7602022Revenue 2023: $149,016Expenses 2023: $147,731Net Income 2023: $1,2852023Revenue 2024: $99,021Expenses 2024: $198,030Net Income 2024: -$99,0092024Revenue 2025: $103,215Expenses 2025: $118,632Net Income 2025: -$15,4172025

Highlighted filing

2017

Revenue$78,078
Expenses$60,707
Net Income$17,371
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$121,742
Mission and Program Overview

Mission

To encourage scholastic acheivement by providing scholarships to deserving students of the school district; to promote student health by providing health programs within the school district; and to promote and enrich the educational, cultural, athletic, health and wellness opportunities of the students and residents of donegal school district.

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND ENRICH THE EDUCATIONAL, CULTURAL, ATHLETIC, HEALTH AND WELLNESS OPPORTUNITIES OF THE STUDENTS AND RESIDENTS OF THE DONEGAL COMMUNITY.$16,564$56,689
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN FELIX JRPresident-$0--
STEVEN STURGISVice Preside-$0--
SUSAN HEYDTSecretary-$0--
JOHN COLEMANTreasurer-$0--
KENNETH GALLDirector-$0--
LINDA GOODDirector-$0--
JAN JOHNSONDirector-$0--
SHIRLEY MARTINDirector-$0--
THURMAN MCNECE JRDirector-$0--
MICHELLE SHIRKDirector-$0--
STEVEN TREGEADirector-$0--
Filing and Contact Details

Filer

Filer Name
The Donegal Foundation
EIN
23-2679755
Phone
7174263031
Address
PO BOX 495, MOUNT JOY, PA 17552-0495

Signing Officer

Name
John Felix Jr
Title
President
Phone
7174263031
Signed
2017-10-04

Preparer

Firm
White Rudy & Company Llp
Address
436 CLOVERLEAF ROAD, ELIZABETHTOWN, PA 17022-9614
Preparer
Philip O Rudy
Phone
7173674820
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

None scholarships,grants 15,350 0 0

Form 990-ez, Part I, Line 16

Expenses office expenses 368 state registration fee 150 supplies 32,368 total 32,886

Form 990-ez, Part I, Line 20

Unrealized gain in fmv of investments 603

Form 990-ez, Part III

To encourage scholastic acheivement by providing scholarships to deserving students of the school district; to promote student health by providing health programs within the school district; and to promote and enrich the educational, cultural, athletic, health and wellness opportunities of the students and residents of donegal school district.

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 3,650
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NONE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NONE SCHOLARSHIPS,GRANTS 15,350 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 368 STATE REGISTRATION FEE 150 SUPPLIES 32,368 TOTAL 32,886
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN IN FMV OF INVESTMENTS 603
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENCOURAGE SCHOLASTIC ACHEIVEMENT BY PROVIDING SCHOLARSHIPS TO DESERVING STUDENTS OF THE SCHOOL DISTRICT; TO PROMOTE STUDENT HEALTH BY PROVIDING HEALTH PROGRAMS WITHIN THE SCHOOL DISTRICT; AND TO PROMOTE AND ENRICH THE EDUCATIONAL, CULTURAL, ATHLETIC, HEALTH AND WELLNESS OPPORTUNITIES OF THE STUDENTS AND RESIDENTS OF DONEGAL SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FELIX JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07174263031
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DONEGAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONE
ReturnHeader/Filer/EIN0232679755
ReturnHeader/Filer/PhoneNum07174263031
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 495
ReturnHeader/Filer/USAddress/CityNm0MOUNT JOY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0175520495
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251587130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITE RUDY & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0436 CLOVERLEAF ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170229614
ReturnHeader/PreparerPersonGrp/PhoneNum07173674820
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP O RUDY
ReturnHeader/ReturnTs02017-10-04T13:48:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$1.03$1.19$0.15
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.99$1.98$0.99
2023Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.49$1.48$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$1.44$1.09$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$1.60$1.05$0.54
2020Detailed filing. Detailed filing data is available for this year.$4.89$4.89$1.29$0.61$0.69
2019Detailed filing. Detailed filing data is available for this year.$4.30$4.30$0.84$0.72$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.12$4.12$1.00$0.69$0.30
2017Detailed filing. Detailed filing data is available for this year.$3.79$3.79$0.78$0.61$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.74$0.52$1.22
2015Detailed filing. Detailed filing data is available for this year.$2.40$2.40$0.55$0.26$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.18$2.18$0.25$0.21$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$2.04$0.30$0.26$0.04
2012Summary only. Only limited summary data is available for this year.$2.03$0.00$0.21$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$1.98$0.00$0.75$0.17$0.58