Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
59th percentile
Higher top officer pay than 59% of similar nonprofits.
Top officer pay equals 32.2% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
21st percentile
Faster revenue growth than 21% of similar nonprofits.
Assets
Up$9,736,448
Up $272,085 (+2.9%) from 2015
Net Assets
Down$2,981,500
Down $569,790 (-16%) from 2015
Liabilities
Up$6,754,948
Up $841,875 (+14%) from 2015
Revenue
Down$439,048
Down $55,059 (-11%) from 2015
Expenses
Down$372,578
Down $396,074 (-52%) from 2015
Net Income
Up$66,470
Up $341,015 (+124%) from 2015
Providing stewardship opportunities through planned giving, estates, and gifts for the benefit of clarks summit university.
Raise funds for related university
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $8,846,127 | $7,676,722 | ▼ $1,169,405 |
| Cash and Non-Interest-Bearing Accounts | $417,539 | $539,674 | ▲ $122,135 |
| Other Notes and Loans Receivable, Net | $200,697 | $200,697 | → $0 |
| Total Assets | $9,464,363 | $9,736,448 | ▲ $272,085 |
| Other Assets Total | $0 | $1,319,355 | ▲ $1,319,355 |
| Liabilities | |||
| Other Liabilities | $5,898,073 | $5,249,148 | ▼ $648,925 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $1,500,000 | ▲ $1,500,000 |
| Accounts Payable and Accrued Expenses | $15,000 | $5,800 | ▼ $9,200 |
| Total Liabilities | $5,913,073 | $6,754,948 | ▲ $841,875 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $2,109,237 | $2,158,937 | ▲ $49,700 |
| Temporarily Rstr Net Assets | $1,542,118 | $1,020,264 | ▼ $521,854 |
| Unrestricted Net Assets | $-100,065 | $-197,701 | ▼ $97,636 |
| Total Net Assets Fund Balance | $3,551,290 | $2,981,500 | ▼ $569,790 |
| Total Liabilities and Net Assets / Fund Balance | $9,464,363 | $9,736,448 | ▲ $272,085 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $1,319,355 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2015 | $2,432,953 | $49,700 | ▼ $140,003 | $56,150 | $2,286,500 |
| 2014 | $2,366,216 | $8,500 | ▲ $112,412 | $54,175 | $2,432,953 |
| 2013 | $2,236,631 | $11,200 | ▲ $162,180 | $43,795 | $2,366,216 |
| 2012 | $2,008,313 | $9,600 | ▲ $258,543 | $39,825 | $2,236,631 |
| 2011 | $2,177,062 | $16,050 | ▼ $137,531 | $47,268 | $2,008,313 |
| Name | Title | Full / Part Time | Other | Total |
|---|---|---|---|---|
| James Lytle | Board Member | PT | $141,296 | $141,296 |
| Lisa Konzelman | Board Member | - | $61,143 | $61,143 |
| Don Patten | Board Member | PT | $49,838 | $49,838 |
| Mark Borden | Treasurer | PT | $45,026 | $45,026 |
| Name | Title |
|---|---|
| Chris Anderson | Board Member |
| Chris Rudolph | Board Member |
| Glen Lavy | Board Member |
| Ken Riley | Board Member |
| Michael Nolan | Board Member |
| Paul Auckland | Board Member |
| William Pierson | Board Member |
| Robert Allen | Secretary |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $236,471 |
| Other Expenses | $136,107 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $236,471 | - | - | $236,471 |
| Payments to Affiliates | $55,225 | - | - | $55,225 |
| Other Expenses | $2,344 | $591 | - | $591 |
| Total Functional Expenses | $371,987 | $591 | $0 | $372,578 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $609,854 |
| Total Expenses per Form 990 | $372,578 |
| Expenses per Audited Statements | $317,353 |
| Expenses Not Reported on Form 990 | $292,501 |
| Expenses Not Reported on Financial Statements | $55,225 |
| Other Expense Adjustments | $55,225 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Revocable Deposit Gift Agreements | $2,367,021 |
| Assets Held for Beneficiaries | $1,412,368 |
| Annuities Payable | $656,139 |
| Assets Held for Affiliates | $463,920 |
| Assets Held for Other Remaindermen | $349,700 |
“The organization sends the draft 990 return to all trustees by electronic means. A conference call is held approximately two weeks later with the finance and audit committee in which discussion and vote occurs prior to the submission deadline of the return.”
“Trustees and key employees are required to sign the conflict of interest statement annually. Signed copies are on file.”
“The foundation makes it governing documents, conflict of interest policy and financial statements available to the public upon request.”
“James lytle receives compensation from clarks summit university of pennsylvania. Included in james lytle's compensation is a housing allowance in the amount of $52,000, which is both federal and fica exempt.”
“Actuarial loss (gain) on annuities and life income trust -218,903.”
“The organization has not changed its auditor oversight or selection process during the tax year.”
“In accordance with the financial accounting standards board guidance on accounting for uncertainty in income taxes, management evaluated the foundation's tax positions and concluded that the foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before may 31, 2012.”
“TRANSFER TO UNIVERSITY”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 15000 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5800 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | RAISE FUNDS FOR RELATED UNIVERSITY |
| IRS990/AllOtherContributionsAmt | 0 | 201558 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BBC FOUNDATION INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5705859608 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 538 VENARD ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CLARKS SUMMIT |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 18411 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 417539 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 539674 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 201558 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 236471 |
| IRS990/CYInvestmentIncomeAmt | 0 | 237490 |
| IRS990/CYOtherExpensesAmt | 0 | 136107 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 66470 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 372578 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 439048 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | RAISE FUNDS AND MANAGE ENDOWMENTS FOR RELATED UNIVERSITY. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 371987 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 7014 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 7014 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 4224 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 2886 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LISA KONZELMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CHRIS RUDOLPH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT ALLEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | WILLIAM PIERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRIS ANDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GLEN LAVY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MICHAEL NOLAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | KEN RILEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | PAUL AUCKLAND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JAMES LYTLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MARK BORDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DON PATTEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 54129 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 134282 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 40802 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 46952 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 118701 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 10 |
| IRS990/GrantAmt | 0 | 236471 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 236471 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 236471 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3076975 |
| IRS990/GrossReceiptsAmt | 0 | 3397322 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 118789 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 118789 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 8846127 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 7676722 |
| IRS990/IRPDocumentCnt | 0 | 39 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 2958274 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDING STEWARDSHIP OPPORTUNITIES THROUGH PLANNED GIVING, ESTATES, AND GIFTS FOR THE BENEFIT OF CLARKS SUMMIT UNIVERSITY OF PENNSYLVANIA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 1500000 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 3551290 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2981500 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 118701 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 118701 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -417357 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1319355 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -218903 |
| IRS990/OtherExpensesGrp/Desc | 0 | INTEREST-REVOCABLE DEPO |
| IRS990/OtherExpensesGrp/Desc | 1 | MINISTRY |
| IRS990/OtherExpensesGrp/Desc | 2 | INVESTMENT AND BANK FEE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 591 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 77947 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2344 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 77947 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2344 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 591 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 5898073 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 5249148 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 200697 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 200697 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 55225 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 55225 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 2109237 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2158937 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | THOMAS BEVAN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 96128 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 178371 |
| IRS990/PYInvestmentIncomeAmt | 0 | 397979 |
| IRS990/PYOtherExpensesAmt | 0 | 590281 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -274545 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 768652 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 494107 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 66470 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 118701 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 150543962 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 6 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 55225 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | CLARKS SUMMIT UNIVERSITY OF PENNSYLVANIA |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 55225 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2432953 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 49700 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2286500 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -140003 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 56150 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2366216 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 8500 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2432953 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 112412 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 54175 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2236631 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 11200 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2366216 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 162180 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 43795 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2008313 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 9600 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2236631 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 258543 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 39825 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2177062 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 16050 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2008313 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -137531 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 47268 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | 1 |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | 1 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 292501 |
| IRS990ScheduleD/DonatedServicesUseFcltsAmt | 0 | 292501 |
| IRS990ScheduleD/DonorAdvisedFundsHeldCnt | 0 | 2 |
| IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | 0 | 28365 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 292501 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 55225 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 317353 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -417357 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 1319355 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | RECEIVABLE FROM AFFILIATE |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 55225 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 2367021 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 656139 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 2 | 463920 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 3 | 1412368 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 4 | 349700 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | REVOCABLE DEPOSIT GIFT AGREEMENTS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | ANNUITIES PAYABLE |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 2 | ASSETS HELD FOR AFFILIATES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 3 | ASSETS HELD FOR BENEFICIARIES |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 4 | ASSETS HELD FOR OTHER REMAINDERMEN |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.94000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -124856 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 439048 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE MAY 31, 2012. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | TRANSFER TO UNIVERSITY |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.06000 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 1319355 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 372578 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 5249148 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 439048 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 314192 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 609854 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 236471 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIPS TO VARIOUS STUDENTS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 139 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION SENDS THE DRAFT 990 RETURN TO ALL TRUSTEES BY ELECTRONIC MEANS. A CONFERENCE CALL IS HELD APPROXIMATELY TWO WEEKS LATER WITH THE FINANCE AND AUDIT COMMITTEE IN WHICH DISCUSSION AND VOTE OCCURS PRIOR TO THE SUBMISSION DEADLINE OF THE RETURN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. SIGNED COPIES ARE ON FILE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE FOUNDATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | JAMES LYTLE RECEIVES COMPENSATION FROM CLARKS SUMMIT UNIVERSITY OF PENNSYLVANIA. INCLUDED IN JAMES LYTLE'S COMPENSATION IS A HOUSING ALLOWANCE IN THE AMOUNT OF $52,000, WHICH IS BOTH FEDERAL AND FICA EXEMPT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTUARIAL LOSS (GAIN) ON ANNUITIES AND LIFE INCOME TRUST -218,903. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION HAS NOT CHANGED ITS AUDITOR OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VII - REPORTABLE COMPENSATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART XI, LINE 9: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART XII - LINE 2C |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | CLARKS SUMMIT UNIVERSITY OF PENNSYLVANIA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 150543962 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PROVIDES UNDERGRADUATE, GRADUATE, AND SEMINARY DEGREE PROGRAMS. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 509(A)(1) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 538 VENARD ROAD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | CLARKS SUMMIT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | PA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 18411 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.