Civic Intelligence

Red Lion Area Educational Foundation

990 • Fiscal year 2014 • EIN 23-2851584

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 19, 2015

696 Delta Road17356-9185

(717) 244-4518

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-7.8%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Assets

Up

$1,654,676

Up $179,566 (+12%) from 2013

Net Assets

Up

$1,654,676

Up $179,566 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$282,270

No earlier filing loaded for comparison.

Expenses

Down

$102,704

Down $12,758 (-11%) from 2013

Net Income

$179,566

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $974,864Liabilities 2010: $0Net Assets 2010: $974,8642010Assets 2011: $1,282,922Liabilities 2011: $0Net Assets 2011: $1,282,9222011Assets 2012: $1,356,529Liabilities 2012: $0Net Assets 2012: $1,356,5292012Assets 2013: $1,475,110Liabilities 2013: $0Net Assets 2013: $1,475,1102013Assets 2014: $1,654,676Liabilities 2014: $0Net Assets 2014: $1,654,6762014Assets 2015: $1,643,516Liabilities 2015: $0Net Assets 2015: $1,643,5162015Assets 2016: $1,637,971Liabilities 2016: $0Net Assets 2016: $1,637,9712016Assets 2017: $1,784,923Liabilities 2017: $0Net Assets 2017: $1,784,9232017Assets 2018: $1,931,048Liabilities 2018: $0Net Assets 2018: $1,931,0482018Assets 2019: $2,018,479Liabilities 2019: $0Net Assets 2019: $2,018,4792019Assets 2020: $2,170,976Liabilities 2020: $0Net Assets 2020: $2,170,9762020Assets 2021: $2,608,195Liabilities 2021: $0Net Assets 2021: $2,608,1952021Assets 2022: $2,251,683Liabilities 2022: $0Net Assets 2022: $2,251,6832022Assets 2023: $2,449,478Liabilities 2023: $0Net Assets 2023: $2,449,4782023Assets 2024: $2,706,256Liabilities 2024: $0Net Assets 2024: $2,706,2562024Assets 2025: $2,936,333Liabilities 2025: $0Net Assets 2025: $2,936,3332025

Highlighted filing

2014

Assets$1,654,676
Liabilities$0
Net Assets$1,654,676

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $39,5322010Revenue 2011: $360,407Expenses 2011: $52,349Net Income 2011: $308,0582011Expenses 2012: $78,5662012Expenses 2013: $115,4622013Revenue 2014: $282,270Expenses 2014: $102,704Net Income 2014: $179,5662014Revenue 2015: $88,193Expenses 2015: $99,353Net Income 2015: -$11,1602015Revenue 2016: $83,670Expenses 2016: $89,215Net Income 2016: -$5,5452016Revenue 2017: $159,780Expenses 2017: $107,051Net Income 2017: $52,7292017Revenue 2018: $141,400Expenses 2018: $95,451Net Income 2018: $45,9492018Revenue 2019: $106,655Expenses 2019: $74,392Net Income 2019: $32,2632019Revenue 2020: $240,800Expenses 2020: $92,228Net Income 2020: $148,5722020Revenue 2021: $162,941Expenses 2021: $189,692Net Income 2021: -$26,7512021Revenue 2022: $119,111Expenses 2022: $106,022Net Income 2022: $13,0892022Revenue 2023: $88,703Expenses 2023: $113,900Net Income 2023: -$25,1972023Revenue 2024: $127,007Expenses 2024: $179,064Net Income 2024: -$52,0572024Revenue 2025: $104,926Expenses 2025: $109,634Net Income 2025: -$4,7082025

Highlighted filing

2014

Revenue$282,270
Expenses$102,704
Net Income$179,566
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 19, 2015
Return Version
2013v4.0
Gross Receipts
$282,270
Mission and Program Overview

Mission

The board of directors of the red lion area educational foundation accepts the responsibility and accountability of stewardship towards managing all donations provided to the foundation. We consider it an honor to have the opportunity to serve on the foundation board, serve our community, and provide service to the students, teachers, and administration of the red lion area school district.

SUPPORT EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,451,028$1,622,878▲ $171,850
Savings and Temporary Cash Investments$24,082$31,798▲ $7,716
Total Assets$1,475,110$1,654,676▲ $179,566
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$747,837$840,428▲ $92,591
Temporarily Rstr Net Assets$627,273$714,248▲ $86,975
Permanently Rstr Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$1,475,110$1,654,676▲ $179,566
Total Liabilities and Net Assets / Fund Balance$1,475,110$1,654,676▲ $179,566

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$100,000---$100,000
2012$100,000---$100,000
2011$100,000---$100,000
2010$100,000---$100,000
2009$100,000---$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mike SmeltzerPresident
Dr Franklin HerronVice President
Bradley KlineDirector
David SprenkleDirector
Dr Scott DeisleyDirector
Floyd WarnerDirector
James ClarkDirector
Jeff TaylorDirector
Lori BakerDirector
Pamela KocmanDirector
Ronald FitzkeeDirector
Ryan McclearyDirector
Scott MichaelDirector
Tammy GroveDirector
Tu DamDirector
Linda SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$63,688
Program Service Revenue
$0
Investment Income
$218,582
Other Revenue
$0
All Other Contributions
$63,688
Change in Net Assets
$179,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,639
Other Expenses$30,065
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,639--$72,639
Other Expenses$0$30,065$0$30,065
Total Functional Expenses$72,639$30,065$0$102,704
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
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, Part VI, Line 9

Mike smeltzer 1295 golden way york pa 17402 linda smith 673 w broadway red lion pa 17356 tu dam 922 castle pond dr york pa 17402 bradley kline 2721 heather dr york pa 17402 dr franklin herron 6541 leader dr york pa 17407 floyd warner 1490 freysville rd york pa 17402 david sprenkle 870 kendale rd red lion pa 17356 jeff taylor 973 castle pond dr york pa 17402 ronald fitzkee 738 e main st dallastown pa 17313 pamela kocman 270 manor rd red lion pa 17356 tammy grove 332 w newton ave york pa 17404 rya

Filing and Contact Details

Filer

EIN
23-2851584
Phone
7172444518

Signing Officer

Name
Linda Smith
Title
Secretary
Phone
7172444518
Signed
2015-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Smith
Formed
1997
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Preparer
Marc J Keller CPA
Phone
7172461627
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

UPON WRITTEN REQUEST

Pt VI, Line 11B

990 is preapared and/or reviewed by treasurer, if prepared by treasurer 990 is reviewed by another qualified individual

Pt XII, Line 2C

No change to the committees process for selection of independent accountant

Form 990EZ, Part II, Line 24

INVESTMENTS

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088959
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0658530
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PublicSupportCY170Pct00.44270
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.51100
IRS990ScheduleA/PublicSupportTotal170Amt0523092
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0205216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0523092
IRS990ScheduleA/TotalSupportAmt01181622
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0100000
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IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt056950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt053
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10RED LION AREA SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0231674306
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IRS990ScheduleI/RecipientTable/USAddress/City0RED LION
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode017356
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANTS ARE MONITORED BY THE SCHOOL DISTRICT'S DIRECTOR OF TECHNOLOGY
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1WHO REPORTS TO THE FOUNDATION'S BOARD OF DIRECTORS. THE DIRECTOR'S REPORTS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2REFLECT THE IMPACT THE PROJECTS HAD ON THE STUDENTS AND TEACHERS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
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IRS990ScheduleI/TotalOtherOrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 IS PREAPARED AND/OR REVIEWED BY TREASURER, IF PREPARED BY TREASURER 990 IS REVIEWED BY ANOTHER QUALIFIED INDIVIDUAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO CHANGE TO THE COMMITTEES PROCESS FOR SELECTION OF INDEPENDENT ACCOUNTANT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MIKE SMELTZER 1295 GOLDEN WAY YORK PA 17402 LINDA SMITH 673 W BROADWAY RED LION PA 17356 TU DAM 922 CASTLE POND DR YORK PA 17402 BRADLEY KLINE 2721 HEATHER DR YORK PA 17402 DR FRANKLIN HERRON 6541 LEADER DR YORK PA 17407 FLOYD WARNER 1490 FREYSVILLE RD YORK PA 17402 DAVID SPRENKLE 870 KENDALE RD RED LION PA 17356 JEFF TAYLOR 973 CASTLE POND DR YORK PA 17402 RONALD FITZKEE 738 E MAIN ST DALLASTOWN PA 17313 PAMELA KOCMAN 270 MANOR RD RED LION PA 17356 TAMMY GROVE 332 W NEWTON AVE YORK PA 17404 RYA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 9
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0714248
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01475110
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IRS990/TotalContributionsAmt063688
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030065
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072639
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102704
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01654676
IRS990/TotalProgramServiceExpensesAmt072639
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0218582
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282270
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01475110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01654676
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0747837
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0840428
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10673 W BROADWAY
IRS990/USAddress/City0RED LION
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode017356
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07172444518
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10RED LION AREA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REDL
ReturnHeader/Filer/EIN0232851584
ReturnHeader/Filer/PhoneNum07172444518
ReturnHeader/Filer/USAddress/AddressLine10696 DELTA ROAD
ReturnHeader/Filer/USAddress/City0RED LION
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0173569185
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KING & ASSOCIATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10130 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DALLASTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode017313
ReturnHeader/PreparerPersonGrp/PhoneNum07172461627
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC J KELLER CPA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.10$0.11$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.09$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.12$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.16$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.24$0.09$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.11$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.14$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.28$0.10$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.00$1.36$0.08
2011Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.36$0.05$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.04