Civic Intelligence

Concord Foundation

EIN 23-2828303 • Chester Heights, PA

c/o Albert Berman PO Box 359Chester Heights, PA 19017
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-115%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-9.2%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

33%

Faster revenue growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$244,540

Down $24,696 (-9.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$244,540

Down $24,696 (-9.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$21,483

Up $5,320 (+33%) from 2023

Expenses

Down

$46,179

Down $29,009 (-39%) from 2023

Net Income

Up

-$24,696

Up $34,329 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $611,911Liabilities 2011: $02011Assets 2012: $606,904Liabilities 2012: $02012Assets 2013: $597,305Liabilities 2013: $02013Assets 2014: $571,375Liabilities 2014: $02014Assets 2015: $541,870Liabilities 2015: $02015Assets 2017: $481,521Liabilities 2017: $0Net Assets 2017: $481,5212017Assets 2018: $449,244Liabilities 2018: $0Net Assets 2018: $449,2442018Assets 2019: $416,797Liabilities 2019: $02019Assets 2020: $407,438Liabilities 2020: $02020Assets 2021: $359,220Liabilities 2021: $0Net Assets 2021: $359,2202021Assets 2022: $328,261Liabilities 2022: $0Net Assets 2022: $328,2612022Assets 2023: $269,236Liabilities 2023: $0Net Assets 2023: $269,2362023Assets 2024: $244,540Liabilities 2024: $0Net Assets 2024: $244,5402024

Highlighted filing

2024

Assets$244,540
Liabilities$0
Net Assets$244,540
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $30,385Expenses 2011: $66,414Net Income 2011: -$36,0292011Revenue 2012: $64,248Expenses 2012: $69,255Net Income 2012: -$5,0072012Revenue 2013: $77,014Expenses 2013: $86,613Net Income 2013: -$9,5992013Revenue 2014: $46,834Expenses 2014: $72,764Net Income 2014: -$25,9302014Revenue 2015: $29,723Expenses 2015: $59,228Net Income 2015: -$29,5052015Revenue 2017: $31,203Expenses 2017: $65,051Net Income 2017: -$33,8482017Revenue 2018: $28,998Expenses 2018: $61,275Net Income 2018: -$32,2772018Revenue 2019: $18,897Expenses 2019: $51,344Net Income 2019: -$32,4472019Revenue 2020: $37,011Expenses 2020: $46,371Net Income 2020: -$9,3602020Revenue 2021: $52,932Expenses 2021: $101,147Net Income 2021: -$48,2152021Revenue 2022: $41,910Expenses 2022: $72,869Net Income 2022: -$30,9592022Revenue 2023: $16,163Expenses 2023: $75,188Net Income 2023: -$59,0252023Revenue 2024: $21,483Expenses 2024: $46,179Net Income 2024: -$24,6962024

Highlighted filing

2024

Revenue$21,483
Expenses$46,179
Net Income-$24,696
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$244,540
Liabilities
$0
Net assets
$244,540
Revenue
$21,483
Expenses
$46,179
Net income
-$24,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.21$0.46$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.16$0.75$0.59
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.42$0.73$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.53$1.01$0.48
2020Summary only. Only limited summary data is available for this year.$4.07$0.00$0.37$0.46$0.09
2019Summary only. Only limited summary data is available for this year.$4.17$0.00$0.19$0.51$0.32
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.29$0.61$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.31$0.65$0.34
2015Summary only. Only limited summary data is available for this year.$5.42$0.00$0.30$0.59$0.30
2014Summary only. Only limited summary data is available for this year.$5.71$0.00$0.47$0.73$0.26
2013Summary only. Only limited summary data is available for this year.$5.97$0.00$0.77$0.87$0.10
2012Summary only. Only limited summary data is available for this year.$6.07$0.00$0.64$0.69$0.05
2011Summary only. Only limited summary data is available for this year.$6.12$0.00$0.30$0.66$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Jan 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael RogersSec./Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Concord Foundation
EIN
23-2828303
Phone
6106222100
Address
c/o Albert Berman PO Box 359, Chester Heights, PA 19017

Signing Officer

Name
Albert Berman
Title
Trustee
Phone
6106222100
Signed
2025-01-07

Preparer

Firm
Preston & Associates
Address
527 E Lancaster Ave, Wayne, PA 19087
Preparer
Eugene C Preston CPA
Phone
4844554901
Raw XML Appendix330 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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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum06106370305
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Riddle Healthcare Foundation
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships to Students-Graduates of Garnet Valley High School West Chester University
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Scholarships to Students-Graduates of Garnet Valley High School University of Delaware
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt023671
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt08812
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt07500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Richard Castafaro
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06103252549
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0919 Stoneybrook Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Springfield
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019064
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt023671
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Riddle Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1University of Delaware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2West Chester University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01068 W Baltimore Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt130 Lovett Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2700 S High Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Media
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newark
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2West Chester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219383
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039983
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041794
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299407
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037392
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt063114
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039983
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039983
IRS990PF/UndistributedIncomeGrp/Taxable1Amt063114
IRS990PF/UndistributedIncomeGrp/Taxable2Amt015255
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0341201
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0301218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt063114
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015255
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Prorated Fee Refunds
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0161
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04155
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS Financial Services Asset Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04155
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Albert Berman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06106222100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Concord Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CONC
ReturnHeader/Filer/EIN0232828303
ReturnHeader/Filer/PhoneNum06106222100
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Albert Berman PO Box 359
ReturnHeader/Filer/USAddress/CityNm0Chester Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236636386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Preston & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0527 E Lancaster Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum04844554901
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene C Preston CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-30T06:49:27-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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