Civic Intelligence

Chester County Community Foundation Inc.

990 • Fiscal year 2024 • EIN 23-2773822

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

Organization ProfileWWW.CHESCOCF.ORG

View Organization Page

28 West Market StreetWest Chester, PA 19382

(610) 696-8211

Siviq Scores

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

Liabilities / Assets

24th percentile

0.07x

Higher debt load relative to assets than 24% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.56x

Higher debt load relative to revenue than 57% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$242,379

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-30%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$118,449,078

Up $15,220,757 (+15%) from 2023

Net Assets

Up

$110,309,956

Up $14,109,046 (+15%) from 2023

Liabilities

Up

$8,139,122

Up $1,111,711 (+16%) from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Down

$14,532,199

Down $6,167,330 (-30%) from 2023

Expenses

Down

$6,843,480

Down $1,778,140 (-21%) from 2023

Net Income

Down

$7,688,719

Down $4,389,190 (-36%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150M$100M$50M$0Assets 2011: $32,244,980Liabilities 2011: $3,115,197Net Assets 2011: $29,129,7832011Assets 2012: $32,493,872Liabilities 2012: $3,162,115Net Assets 2012: $29,331,7572012Assets 2013: $39,530,395Liabilities 2013: $3,427,704Net Assets 2013: $36,102,6912013Assets 2014: $47,552,823Liabilities 2014: $4,279,686Net Assets 2014: $43,273,1372014Assets 2015: $48,508,595Liabilities 2015: $5,364,245Net Assets 2015: $43,144,3502015Assets 2016: $46,696,243Liabilities 2016: $5,007,306Net Assets 2016: $41,688,9372016Assets 2017: $52,813,225Liabilities 2017: $5,488,996Net Assets 2017: $47,324,2292017Assets 2018: $57,970,876Liabilities 2018: $5,804,632Net Assets 2018: $52,166,2442018Assets 2019: $64,791,228Liabilities 2019: $6,421,112Net Assets 2019: $58,370,1162019Assets 2020: $69,411,798Liabilities 2020: $6,356,864Net Assets 2020: $63,054,9342020Assets 2021: $91,764,111Liabilities 2021: $8,273,141Net Assets 2021: $83,490,9702021Assets 2022: $86,163,241Liabilities 2022: $6,824,725Net Assets 2022: $79,338,5162022Assets 2023: $103,228,321Liabilities 2023: $7,027,411Net Assets 2023: $96,200,9102023Assets 2024: $118,449,078Liabilities 2024: $8,139,122Net Assets 2024: $110,309,9562024Assets 2025: $136,202,115Liabilities 2025: $9,034,741Net Assets 2025: $127,167,3742025

Highlighted filing

2024

Assets$118,449,078
Liabilities$8,139,122
Net Assets$110,309,956
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$30M$20M$10M$0Revenue 2011: $6,950,067Expenses 2011: $2,504,427Net Income 2011: $4,445,6402011Revenue 2012: $4,956,990Expenses 2012: $2,872,141Net Income 2012: $2,084,8492012Revenue 2013: $10,174,126Expenses 2013: $2,833,778Net Income 2013: $7,340,3482013Revenue 2014: $6,889,209Expenses 2014: $3,732,548Net Income 2014: $3,156,6612014Revenue 2015: $6,164,958Expenses 2015: $3,368,879Net Income 2015: $2,796,0792015Revenue 2016: $5,283,404Expenses 2016: $3,711,384Net Income 2016: $1,572,0202016Revenue 2017: $5,633,759Expenses 2017: $3,760,433Net Income 2017: $1,873,3262017Revenue 2018: $8,470,700Expenses 2018: $4,008,719Net Income 2018: $4,461,9812018Revenue 2019: $11,022,747Expenses 2019: $4,790,761Net Income 2019: $6,231,9862019Revenue 2020: $10,391,723Expenses 2020: $4,524,327Net Income 2020: $5,867,3962020Revenue 2021: $17,661,359Expenses 2021: $9,662,491Net Income 2021: $7,998,8682021Revenue 2022: $21,195,715Expenses 2022: $8,001,365Net Income 2022: $13,194,3502022Revenue 2023: $20,699,529Expenses 2023: $8,621,620Net Income 2023: $12,077,9092023Revenue 2024: $14,532,199Expenses 2024: $6,843,480Net Income 2024: $7,688,7192024Revenue 2025: $21,125,233Expenses 2025: $8,863,509Net Income 2025: $12,261,7242025

Highlighted filing

2024

Revenue$14,532,199
Expenses$6,843,480
Net Income$7,688,719
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$23,405,481
Mission and Program Overview

Mission

The chester county community foundation connects people who care with the causes that matter, so their philanthropy makes a difference now and forever.

Connects people who care with the causes that matter, so their philanthropy makes a difference now and forever.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$73,372,928$85,423,725▲ $12,050,797
Investments Other Securities$21,671,306$23,344,295▲ $1,672,989
Savings and Temporary Cash Investments$7,839,882$9,332,579▲ $1,492,697
Land, Buildings, and Equipment, Net$256,759$232,470▼ $24,289
Prepaid Expenses and Deferred Charges$79,445$91,345▲ $11,900
Cash and Non-Interest-Bearing Accounts$5,001$13,876▲ $8,875
Pledges and Grants Receivable$3,000$10,788▲ $7,788
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$103,228,321$118,449,078▲ $15,220,757
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,600,755$7,712,108▲ $1,111,353
Accounts Payable and Accrued Expenses$150,505$234,100▲ $83,595
Grants Payable$276,151$192,914▼ $83,237
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,027,411$8,139,122▲ $1,111,711
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$96,197,910$110,299,168▲ $14,101,258
Net Assets With Donor Restrictions$3,000$10,788▲ $7,788
Total Net Assets Fund Balance$96,200,910$110,309,956▲ $14,109,046
Total Liabilities and Net Assets / Fund Balance$103,228,321$118,449,078▲ $15,220,757

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$166,872$556,739$723,611
Equipment$15,598$126,902$142,500
Land$50,000-$50,000
Other Land Buildings$0$0$0
Other Securities$13,908,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$56,674,869$6,539,923▲ $7,956,373-$68,220,221
2022$48,209,112$7,824,703▲ $4,353,825-$56,674,869
2021$49,998,844$8,495,558▼ $7,296,769-$48,209,112
2020$39,178,955$2,262,879▲ $10,117,560-$49,998,844
2019$39,537,504$1,938,919▲ $743,846-$39,178,955
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen SimmonsPresident/CEOFT$211,938$30,441$242,379
Bob FergusonExec VP, Business AffairsFT$123,708$7,302$131,010

Board Members and Trustees

NameTitle
Winifred Moran Sebastian EsqBoard Chair
Eric GudmundsonCommittee Chair
Mark MccarronCommittee Chair
Stephanie Pahides Kalogredis EsqCommittee Chair
Rob NecarsulmerCORP SEC/TRES; COMMITTEE CHAIR
Michael a Dehaven CPAImmediate Past Chair Til 7/23
Zebulun Davenport EddBoard Vice Chair
Bronwyn MartinCommittee Member
David VermeilCommittee Member
Denise Antonelli EsqCommittee Member
Donna Urian CPACommittee Member
Elizabeth Zwann Milne EsqCommittee Member
Emily Temple Abels EsqCommittee Member
Kathy Wileczek CPACommittee Member
Les BearCommittee Member
Natalie Ortega Moran EddCommittee Member
Nicholas HoffmanCommittee Member
Deb BookmanCommittee Member Eff 7/23
Ginny KricunCommittee Member Eff 7/23
Rev Dr Richelle Foreman GunterCommittee Member Eff 7/23
Jacqueline Moytl EsqCommittee Member Til 7/23
John Allegretto EsqCommittee Member Til 7/23
John F Mckenna EsqCommittee Member Til 7/23
Mary HolleranCommittee Member Til 7/23
Matthew HollidayCommittee Member Til 7/23
Phillip C Wagner CfaCommittee Member Til 7/23
Revenue and Support

Revenue Composition

Contributions and Grants
$10,005,992
Program Service Revenue
$67,378
Investment Income
$4,458,829
Other Revenue
$0
All Other Contributions
$9,950,899
Change in Net Assets
$7,688,719

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded30$1,419,427Fair Market Value
Other Non Cash Contri Table15$52,500Fair Market Value
Securities Closely Held Stock1$49,410Appraised Value
Total Noncash Contributions46$1,521,337-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,307,672
Revenue Not Reported on Financial Statements
$224,527
Revenue Not Reported on Form 990
$6,420,327
Other Revenue Adjustments
$-74,195
Total Revenue per Audited Statements
$20,727,999
Total Revenue per Form 990
$14,532,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,546,555
Other Expenses$1,244,356
Salaries, Compensation, and Employee Benefits$1,052,569
Total Fundraising Expense$43,420
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,834,208--$3,834,208
Grants to Domestic Individuals$712,347--$712,347
Other Salaries and Wages$452,029$99,646$16,940$568,615
Current Officers, Directors, Trustees, and Key Employees$299,501$67,437$11,294$378,232
Fees for Service Investment Mgmnt Fees$298,722--$298,722
Fees for Services Other$169,373$18,749$3,032$191,154
Office Expenses$93,864$17,160$4,548$115,572
Information Technology$73,089$14,632$2,488$90,209
Payroll Taxes$46,234$11,000$1,870$59,104
Other Employee Benefits$21,706$5,847$994$28,547
Advertising$24,527$2,685$457$27,669
Depreciation Depletion$19,428$4,155$706$24,289
Insurance$1,988$22,217-$24,205
Occupancy$19,170$1,348$229$20,747
Fees for Services Legal$550$19,045-$19,595
Pension Plan Contributions$13,568$3,702$801$18,071
Other Expenses$10,619$1,282-$11,901
Travel$11,032$357$61$11,450
Total Functional Expenses$6,421,293$378,767$43,420$6,843,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,843,480
Total Expenses per Audited Statements$6,618,953
Expenses per Audited Statements$6,544,758
Expenses Not Reported on Financial Statements$298,722
Expenses Not Reported on Form 990$74,195
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bishop Shanahan High SchoolDowningtown, PA501(c)3Education & Library$214,570
Kennett LibraryKennett Sq, PA501(c)3Arts & Culture$148,700
Wharton Esherick MuseumLong Beach, PA-Arts & Culture$142,392
County of ChesterW Chester, PA501(c)3Human Services$110,000
AclamoNorristown, PA501(c)3Human Services$100,000
Montgomery County Community CollegeBlue Bell, PA501(c)3Education & Library$95,000
Community Volunteers in MedicineW Chester, PA501(c)3Health$82,881
Arts Holding Hands and HeartsKennett Sq, PA501(c)3Arts & Culture$82,717
Chester County Hospital FoundationW Chester, PA501(c)3Health$71,425
West Chester Area Senior CenterW Chester, PA501(c)3Human Services$66,934
Historic SugartownMalvern, PA501(c)3Arts & Culture$60,851
Chester County Food BankExton, PA501(c)3Human Services$58,348
West Chester University FoundationW Chester, PA501(c)3Education & Library$58,153
Kennett Area Community ServiceKennett Sq, PA501(c)3Human Services$54,700
The Fund for Women and GirlsW Chester, PA501(c)3Human Services$53,432
Chester County FuturesCoateville, PA501(c)3Human Services$53,260
Conshohocken Free LibraryConshohocken, PA501(c)3Education & Library$50,000
Indian Valley Public LibraryTelford, PA501(c)3Education & Library$50,000
Mercy Presbyterian ChurchLynchburg, VA501(c)3Religion$50,000
The Quaker School at HorshamHorsham, PA501(c)3Education & Library$50,000
YMCA of Greater BrandywineW chester, PA-Human Services$43,600
West Chester Downtown FoundationW Chester, PA501(c)3Human Services$39,518
Friends of Marshall Sq ParkW Chester, PA501(c)3Environment$38,733
Petra Community HousingSpring City, PA501(c)3Human Services$38,700
Veterinarian School at University of PennsylvaniaVillanova, PA501(c)3Environment$35,348
Friends Association for Care & Protection of ChildW Chester, PA501(c)3Human Services$34,500
Mighty WritersPhiladelphia, PA501(c)3Arts & Culture$34,000
Trustees of The University of PennsylvaniaStaten Island, PA501(c)3Education & Library$31,541
Villanova UniversityLancaster, PA501(c)3Education & Library$30,000
Good WorksCoatesville, PA501(c)3Human Services$29,328
Young MomsGreenwood, PA-Human Services$27,500
Boys & Girls Clubs of PhiladelphiaPhiladelphia, PA501(c)3Human Services$25,000
MalotoNew York, NY501(c)3Education & Library$25,000
West Chester Business Improvement DistrictW Chester, PA501(c)3Human Services$25,000
Etown Library FoundationBerwyn, PA501(c)3Education & Library$23,591
Community Warehouse Project of Chester CountyW Chester, PA501(c)3Human Services$22,500
Chester County 2020Malvern, PA501(c)3Environment$22,279
Garage Community & Youth Center of Kennett SqKennett Sq, PA501(c)3Human Services$21,200
Children's Hospital of PhiladelphiaPhila, PA501(c)3Health$20,803
Parkesburg LibraryParkesburg, PA501(c)3Education & Library$20,459
Riddle Health Care FoundationMedia, PA501(c)3Health$20,375
N Carolina Veterinary Medical FoundationRaleigh, NC501(c)3Environment$20,100
Good Neighbors Home RepairKennett Sq, PA501(c)3Human Services$20,000
Grandview ChurchLancaster, PA501(c)3Religion$20,000
M28 MinistriesCamp Hill, PA501(c)3Religion$20,000
Tower Foundation of San Jose State UniversityBerwyn, CA501(c)3Education & Library$20,000
Willowdale ChapelChambersburg, PA-Religion$20,000
Buck Hill Conservation FoundationBuck Hill Falls, PA501(c)3Environment$19,000
Kennett Area Senior CenterKennett Sq, PA501(c)3Human Services$18,704
West Chester Food CupboardW Chester, PA501(c)3Human Services$18,500
A Child's LightMalvern, PA501(c)3Education & Library$18,000
Paoli Hospital FoundationPaoli, PA501(c)3Health$17,140
Tick Tock Early Learning CenterSan Jose, PA501(c)3Education & Library$17,000
Young LifeKennett Sq, VA-Human Services$17,000
Kennett After School Assoc-After the BellKennett Sq, PA501(c)3Human Services$16,500
Project AkilahTampa, FL501(c)3Education & Library$16,000
Wilson CollegeW Chester, PA-Education & Library$16,000
Chester County Department of Community DevelopmentW Chester, PA501(c)3Human Services$15,747
American Cancer SocietyPhiladelphia, PA501(c)3Health$15,733
A HavenExton, PA501(c)3Human Services$15,500
Delaware Riverkeeper NetworkBristol, PA501(c)3Environment$15,000
Napa Valley College FoundationNapa, CA501(c)3Human Services$15,000
United Way of Sern Chester CountyAnn Arbor, PA501(c)3Human Services$14,354
Health Care AccessPhoenixville, PA501(c)3Health$14,200
Canine Partners for LifeCochranville, PA501(c)3Human Services$13,376
Pennsylvania Home of the SparrowExton, PA501(c)3Human Services$13,350
Kennett Area Park AuthorityKennett Sq, PA501(c)3Environment$12,822
Fertility DreamsDowningtown, PA501(c)3Human Services$12,500
Serving Inspiring & Loving Others SILOOxford, PA501(c)3Human Services$12,500
Brandywine Conservancy & Museum of ArtChadds Ford, PA501(c)3Environment$12,000
Brandywine Baptist ChurchKennett Sq, PA501(c)3Religion$11,875
Kendal-Crosslands CommunitiesKennett Sq, PA501(c)3Human Services$11,875
Salvation Army of Greater W ChesterW Chester, PA501(c)3Human Services$11,875
Willistown Friends Meeting- Educational Fund of thKennett Sq, PA-Human Services$11,875
Partners in OutreachChester Springs, PA501(c)3Human Services$11,500
Mission Working DogsOxford, ME501(c)3Environment$11,250
Connect Thru CancerW Chester, PA501(c)3Human Services$11,000
Mosaic PlaceGlenmoore, PA501(c)3Human Services$11,000
Parkesburg POINTParkesburg, PA501(c)3Human Services$11,000
Rhy's AboveDowningtown, PA501(c)3Human Services$11,000
Sow Good NowNewtown Sq, PA501(c)3Human Services$11,000
University of MichiganPhiladelphia, MI501(c)3Education & Library$11,000
WHYY Channel 12 PBS TVNewtown Sq, PA-Arts & Culture$10,600
American Friends of LafayetteGaithersburg, MD501(c)3Arts & Culture$10,000
Barclay FriendsW Chester, PA501(c)3Human Services$10,000
Belmont Child Care AssociationElmont, NY501(c)3Human Services$10,000
E Miner Collaborative Community Development CorporW Chester, PA501(c)3Education & Library$10,000
LCH Health & Community ServicesKennett Sq, PA501(c)3Health$10,000
Littleton AcademyJupiter, FL501(c)3Education & Library$10,000
Maryland Horse FoundationReisterstown, MD501(c)3Environment$10,000
Natural LandsMedia, PA501(c)3Environment$10,000
Operation BreakthroughKansas City, MO501(c)3Human Services$10,000
PhilabundancePhiladelphia, PA501(c)3Human Services$10,000
Settlement Music SchoolPhiladelphia, PA501(c)3Arts & Culture$10,000
Zoe MinistriesGreenwood, DE-Human Services$10,000
Tredyffrin TownshipNewark, PA501(c)3Environment$9,900
Volunteer English Program in Chester CountyW Chester, PA501(c)3Human Services$9,900
Kennett Symphony of Chester CountyKennett Sq, PA501(c)3Arts & Culture$9,892
Chester County LibraryExton, PA501(c)3Education & Library$9,446
Thoroughbred Retirement FoundationAvondale, NY501(c)3Environment$9,000
The HickmanW Chester, PA501(c)3Human Services$8,500
Atlantic Salmon FederationCalais, ME501(c)3Environment$8,485
West Chester Friends SchoolW Chester, PA501(c)3Education & Library$8,000
Bournelyf Special CampW Chester, PA501(c)3Human Services$7,980
Barn at Spring Brook FarmW Chester, PA501(c)3Human Services$7,850
Brandywine Red Clay AllianceW Chester, PA501(c)3Environment$7,800
Bringing Hope HomeMalvern, PA501(c)3Human Services$7,700
Desert Botanical GardenPhoenix, AZ501(c)3Environment$7,642
Habitat for Humanity of Montgomery and Delaware CoW Norriton, PA501(c)3Human Services$7,642
Avon Grove Education FoundationW Grove, PA501(c)3Education & Library$7,500
Pennsylvania State UniversityUniversity Park, PA501(c)3Health$7,500
Retired Racehorse ProjectEdgewater, MD501(c)3Environment$7,500
Westside Community CenterPaoli, PA501(c)3Human Services$7,500
YMWIC Foundation (Young Men and Women in Charge)Ashburn, PA-Education & Library$7,500
Philadelphia Animal Welfare SocietyPhiladelphia, PA501(c)3Environment$7,142
Tri-state Bird Rescue & ResearchPhiladelphia, DE501(c)3Environment$7,033
Stroud Water Research CenterAvondale, PA501(c)3Environment$7,030
Delaware Valley Golden Retriever RescueReinholds, PA501(c)3Environment$7,000
Oxford Area Neighborhood Services CenterOxford, PA501(c)3Human Services$7,000
Phoenixville Women's Outreach - The HousePhoenixville, PA501(c)3Human Services$7,000
Tunnel to Towers FoundationExton, NY501(c)3Human Services$7,000
Phoenix Animal RescueChester Sprgs, PA501(c)3Environment$6,940
Al-AnonVA Beach, VA501(c)3Human Services$6,933
Westminster Presbyterian ChurchW Chester, PA501(c)3Religion$6,759
Coatesville Area Public LibraryCoatesville, PA501(c)3Education & Library$6,500
Penn State BrandywineMedia, PA501(c)3Education & Library$6,500
United Way of Chester CountyKennett Sq, PA501(c)3Human Services$6,500
Parish Hall KitchenW Chester, PA501(c)3Human Services$6,493
Boy Scouts of America - Chester County CouncilExton, PA501(c)3Human Services$6,350
St Mary's Franciscan ShelterPhoenixville, PA501(c)3Human Services$6,150
Chester County History CenterW Chester, PA501(c)3Arts & Culture$6,000
Outcast RescueCatasauqua, PA501(c)3Environment$6,000
Rescue ExpressPhiladelphia, PA501(c)3Environment$6,000
St Agnes SchoolW Chester, PA501(c)3Education & Library$6,000
Vision CorpsW Chester, PA501(c)3Health$6,000
Cool Cars For KidsBala Cynwyd, PA501(c)3Human Services$5,200
Domestic Violence Center of Chester CountyW Chester, PA501(c)3Human Services$5,200
Phoenixville Area Senior CenterPhoenixville, PA501(c)3Human Services$5,150
Adopt a BoxerScranton, PA501(c)3Environment$5,138
WhimsicaliteaPhiladelphia, CA-Arts & Culture$5,079

International Summary

Offices
0
Employees
0
Spending
$2,196,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$2,196,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$74,195
Fundraising Gross Income$74,195
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sweet Charity$129,288$74,195$3,375$70,820
Total Events$129,288$74,195$74,195-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
NonProfit Endowments$7,560,112
Annuity Obligations$151,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
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 B, LINE 11B:

“The foundation's finance committee is responsible for a detailed review and approval of the 990. The 990 is then reviewed and approved by the board members at the board meeting prior to being filed.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The conflict of interest policy is disclosed in the employee personnel manual. Annual disclosures are required of the board of directors and employees. The governance & nominating committee reviews any conflicts and recommends to the staff the appropriate resolution of any noted conflicts.”

FORM 990, PART VI, SECTION B, LINE 15A:

“The president's annual compensation review and approval is conducted by the board of directors executive committee. Market review and peer comparisons are utilized as part of the analysis. The president oversees the compensation review of all staff.”

FORM 990, PART VI, SECTION C, LINE 19:

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Chester County Community Foundation
EIN
23-2773822
In Care Of
% KAREN SIMMONS
Phone
6106968211
Address
28 WEST MARKET STREET, WEST CHESTER, PA 19382

Signing Officer

Name
Karen Simmons
Title
President/CEO
Phone
6106968211
Signed
2025-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Simmons
Formed
1994
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
24
Volunteers
150

Preparer

Firm
Withumsmithbrown Pc
Address
1835 MARKET STREET SUITE 300, PHILADELPHIA, PA 19103
Preparer
Richard Ruvelson
Phone
2155477770
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS:

“The foundation has been established for the purpose of maintaining and improving the quality of life principally in chester county, pennsylvania. The foundation collects and distributes funds to assist a wide range of community needs that include education, health and human services, the arts and sciences, community revitalization and the environment. Revenues are principally derived from individuals who have discretionary resources and are concerned with the future of the chester county region, nonprofit agency endowments and giving programs from major regional and national funders who are interested in investing in the chester county region. The foundation makes contributions to charitable organizations, maintains endowments, builds citizen leadership and develops financial resources to support issues that are important to chester county. It is the foundation's intent to invest in activities that will help the chester county community anticipate and avoid future problems as well as seek solutions to existing needs.”

Financial Statement Notes

PART V, LINE 4:

“An endowment fund is an established fund of cash, securities or other assets to provide income for the maintenance of the foundation. The use of the assets of the fund may be with donor restrictions or without donor restrictions. Endowment funds are generally established by donor restricted gifts and bequests.”

PART X, LINE 2:

“Gaap requires entities to evaluate, measure, recognize and disclose any uncertain income tax positions taken on their tax returns. Gaap prescribes a minimum threshold that a tax position is required to meet in order to be recognized in the financial statements. The foundation believes that it had no uncertain tax positions as defined in gaap.”

Part XI, Line 4B - Other Adjustments

“EVENT EXPENSES -74,195”

Part XII, Line 2D - Other Adjustments

“EVENT EXPENSES 74,195”

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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/Form990TFiledInd0true
IRS990/FormationYr01994
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt074195
IRS990/FundraisingGrossIncomeAmt074195
IRS990/GainOrLossGrp/SecuritiesAmt02221215
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IRS990/GamingDirectExpensesAmt00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$118,449,078
Liabilities
$8,139,122
Net assets
$110,309,956
Revenue
$14,532,199
Expenses
$6,843,480
Net income
$7,688,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$136$9.03$127$21.1$8.86$12.3
2024Detailed filing. Detailed filing data is available for this year.$118$8.14$110$14.5$6.84$7.69
2023Summary only. Only limited summary data is available for this year.$103$7.03$96.2$20.7$8.62$12.1
2022Summary only. Only limited summary data is available for this year.$86.2$6.82$79.3$21.2$8.00$13.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.8$8.27$83.5$17.7$9.66$8.00
2020Summary only. Only limited summary data is available for this year.$69.4$6.36$63.1$10.4$4.52$5.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$6.42$58.4$11.0$4.79$6.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.0$5.80$52.2$8.47$4.01$4.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.8$5.49$47.3$5.63$3.76$1.87
2016Summary only. Only limited summary data is available for this year.$46.7$5.01$41.7$5.28$3.71$1.57
2015Summary only. Only limited summary data is available for this year.$48.5$5.36$43.1$6.16$3.37$2.80
2014Summary only. Only limited summary data is available for this year.$47.6$4.28$43.3$6.89$3.73$3.16
2013Summary only. Only limited summary data is available for this year.$39.5$3.43$36.1$10.2$2.83$7.34
2012Summary only. Only limited summary data is available for this year.$32.5$3.16$29.3$4.96$2.87$2.08
2011Summary only. Only limited summary data is available for this year.$32.2$3.12$29.1$6.95$2.50$4.45