Civic Intelligence

Donegal School District Education Foundation

990 • Fiscal year 2024 • EIN 23-2679755

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 28, 2024

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

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-100%

Higher net margin than 3% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$520,708

Down $64,262 (-11%) from 2023

Net Assets

Down

$520,708

Down $64,262 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$99,021

Down $49,995 (-34%) from 2023

Expenses

Up

$198,030

Up $50,299 (+34%) from 2023

Net Income

Down

-$99,009

Down $100,294 (-7805%) from 2023

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

2024

Assets$520,708
Liabilities$0
Net Assets$520,708

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

2024

Revenue$99,021
Expenses$198,030
Net Income-$99,009
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 28, 2024
Return Version
2023v5.0
Gross Receipts
$136,941
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$386,973$501,701▲ $114,728
Savings and Temporary Cash Investments$197,997$19,007▼ $178,990
Total Assets$584,970$520,708▼ $64,262
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$458,665$361,329▼ $97,336
Net Assets Without Donor Restrictions$126,305$159,379▲ $33,074
Total Net Assets Fund Balance$584,970$520,708▼ $64,262
Total Liabilities and Net Assets / Fund Balance$584,970$520,708▼ $64,262
Compensation and Service Providers

Board Members and Trustees

NameTitle
John Felix JrPresident
Buck McneceDirector
Deb GepferDirector
Derek BrackbillDirector
Kathryn ColemanDirector
Kobe BistlineDirector
Linda GoodDirector
Lisa AlbertDirector
Michelle ShirkDirector
Susan GroshDirector
Shirley MartinSecretary
John ColemanTreasurer
Chris MillerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$89,541
Program Service Revenue
$0
Investment Income
$9,480
Other Revenue
$0
All Other Contributions
$89,541
Change in Net Assets
$-99,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,939
Other Expenses$76,091
Total Fundraising Expense$150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$71,779--$71,779
Grants to Domestic Orgs$50,160--$50,160
Fees for Services Other$5,000--$5,000
Fees for Service Investment Mgmnt Fees-$2,940-$2,940
Fees for Services Accounting-$2,025-$2,025
Insurance-$1,488-$1,488
Office Expenses-$210-$210
Other Expenses$62,672$1,606$150$150
Total Functional Expenses$189,611$8,269$150$198,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of DonegalMount Joy, PA-Powerpacks$50,160
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Foundation president reviews 990 and signs. Board is informed of filing after the fact.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public upon request. All requests should be directed to the president.

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
2024-10-28

Organization Details

Principal Officer
John Felix Jr
Formed
1991
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
White Rudy LLC
Address
436 CLOVERLEAF ROAD, ELIZABETHTOWN, PA 17022-9614
Preparer
Shawn M Carl
Phone
7173674820
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Part XI, Line 9

Unrealized gain on investments 34,747 unrealized losses on investments 0 total 34,747

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0141104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0131503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140349
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0606617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08532
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09419
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09218
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049809
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92410
IRS990ScheduleA/PublicSupportPY170Pct00.92660
IRS990ScheduleA/PublicSupportTotal170Amt0606617
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0141104
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140349
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104120
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0606617
IRS990ScheduleA/TotalSupportAmt0656426
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt044183
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt125354
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22242
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1STUDENT ASSISTANCE-MULTI
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2TEACHER GRANTS-MULTI
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990ScheduleI/RecipientTable/CashGrantAmt050160
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0POWERPACKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FRIENDS OF DONEGAL
IRS990ScheduleI/RecipientTable/RecipientEIN0872310723
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0267 PARK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MOUNT JOY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017552
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1FOUNDATION PRESIDENT REVIEWS 990 AND SIGNS. BOARD IS INFORMED OF FILING AFTER THE FACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL REQUESTS SHOULD BE DIRECTED TO THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 34,747 UNREALIZED LOSSES ON INVESTMENTS 0 TOTAL 34,747
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0584970
IRS990/TotalAssetsEOYAmt0520708
IRS990/TotalAssetsGrp/BOYAmt0584970
IRS990/TotalAssetsGrp/EOYAmt0520708
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt089541
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0150
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189611
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198030
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0584970
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520708
IRS990/TotalProgramServiceExpensesAmt0189611
IRS990/TotalRevenueGrp/ExclusionAmt09480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt099021
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0584970
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0520708
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01051 KOSER ROAD
IRS990/USAddress/AddressLine2Txt0PO BOX 495
IRS990/USAddress/CityNm0MOUNT JOY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017552
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.DONEGALFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FELIX JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07174263031
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854070141
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITE RUDY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0436 CLOVERLEAF ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETHTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170229614
ReturnHeader/PreparerPersonGrp/PhoneNum07173674820
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN M CARL
ReturnHeader/ReturnTs02024-10-29T09:50:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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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