Civic Intelligence

Red Lion Area Educational Foundation

990 • Fiscal year 2017 • EIN 23-2851584

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

696 Delta RoadRed Lion, PA 17356-9185

(717) 244-4518

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

65th percentile

9.0%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

91%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,784,923

Up $146,952 (+9.0%) from 2016

Net Assets

Up

$1,784,923

Up $146,952 (+9.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$159,780

Up $76,110 (+91%) from 2016

Expenses

Up

$107,051

Up $17,836 (+20%) from 2016

Net Income

Up

$52,729

Up $58,274 (+1051%) from 2016

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

2017

Assets$1,784,923
Liabilities$0
Net Assets$1,784,923

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

2017

Revenue$159,780
Expenses$107,051
Net Income$52,729
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$217,882
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$1,629,542$1,644,140▲ $14,598
Savings and Temporary Cash Investments$2,489$138,353▲ $135,864
Other Notes and Loans Receivable, Net$5,940$2,430▼ $3,510
Total Assets$1,637,971$1,784,923▲ $146,952
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$799,292$875,327▲ $76,035
Temporarily Rstr Net Assets$738,679$809,596▲ $70,917
Permanently Rstr Net Assets$100,000$100,000→ $0
Total Net Assets Fund Balance$1,637,971$1,784,923▲ $146,952
Total Liabilities and Net Assets / Fund Balance$1,637,971$1,784,923▲ $146,952

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$100,000---$100,000
2015$100,000---$100,000
2014$100,000---$100,000
2013$100,000---$100,000
2012$100,000---$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael SmeltzerPresident
David BernhardtDirector
David SprenkleDirector
Donald DimoffDirector
Dr Scott DeisleyDirector
Jeff TaylorDirector
Joel OgleDirector
Lori BakerDirector
Mark WheelerDirector
Pamela KocmanDirector
Ronald FitzkeeDirector
Ryan McclearyDirector
Scott MichaelDirector
Tu DamDirector
Linda SmithSecretary
James ClarkTreasurer
Dr Franklin HerronVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$63,754
Program Service Revenue
$0
Investment Income
$89,346
Other Revenue
$6,680
All Other Contributions
$63,754
Change in Net Assets
$52,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,815
Other Expenses$31,236
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$75,815--$75,815
Fees for Services Accounting-$13,267-$13,267
Other Expenses$2,077$2,171-$2,077
All Other Expenses$1,194--$1,194
Total Functional Expenses$79,086$27,965$0$107,051
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,834
Fundraising Direct Expenses$12,154
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red Door 1$18,834$18,834$12,154$6,680
Total Events$18,834$18,834$12,154$6,680
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, Page 6, Part VI, Line 9

Michael smeltzer 161 crown pointe drive york, pa 17402 linda smith 673 w broadway red lion, pa 17356 james clark 1019 woodridge rd red lion, pa 17356 tu dam 930 haines road york, pa 17402 david bernhardt 555 el dorado drive red lion, pa 17356 dr franklin herron 6541 leader drive jacobus, pa 17407 david sprenkle 870 kendale rd red lion, pa 17356 jeff taylor 973 castle pond dr york, pa 17402 ryan mccleary 133 e prospect st red lion, pa 17356 ronald fitzkee 738 e main street dallastown, pa 17313 pamela kocman 270 manor road red lion, pa 17356 donald dimoff 511 crestwood drive red lion, pa 17356 scott michael 215 wynshire lane red lion, pa 17356 lori baker 938 castle pond drive york, pa 17402 mark wheeler 2008 parkview drive red lion, pa 17356

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

Manager and treasurer review prepared 990

Form 990, Page 6, Part VI, Line 19

UPON WRITTEN REQUEST

Filing and Contact Details

Filer

Filer Name
Red Lion Area Educational
EIN
23-2851584
Phone
7172444518
Address
696 DELTA ROAD, RED LION, PA 17356-9185

Signing Officer

Name
James Clark
Title
Treasurer
Phone
7172444518
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Smeltzer
Formed
1997
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
King & Associates CPA Pc
Address
130 E MAIN ST, DALLASTOWN, PA 17313-2208
Preparer
Marc J Keller CPA
Phone
7172461627
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Investment earnings held separatley, temporarily restricted until used to provide dental services.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EARNINGS HELD SEPARATLEY, TEMPORARILY RESTRICTED UNTIL USED TO PROVIDE DENTAL SERVICES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL SMELTZER 161 CROWN POINTE DRIVE YORK, PA 17402 LINDA SMITH 673 W BROADWAY RED LION, PA 17356 JAMES CLARK 1019 WOODRIDGE RD RED LION, PA 17356 TU DAM 930 HAINES ROAD YORK, PA 17402 DAVID BERNHARDT 555 EL DORADO DRIVE RED LION, PA 17356 DR FRANKLIN HERRON 6541 LEADER DRIVE JACOBUS, PA 17407 DAVID SPRENKLE 870 KENDALE RD RED LION, PA 17356 JEFF TAYLOR 973 CASTLE POND DR YORK, PA 17402 RYAN MCCLEARY 133 E PROSPECT ST RED LION, PA 17356 RONALD FITZKEE 738 E MAIN STREET DALLASTOWN, PA 17313 PAMELA KOCMAN 270 MANOR ROAD RED LION, PA 17356 DONALD DIMOFF 511 CRESTWOOD DRIVE RED LION, PA 17356 SCOTT MICHAEL 215 WYNSHIRE LANE RED LION, PA 17356 LORI BAKER 938 CASTLE POND DRIVE YORK, PA 17402 MARK WHEELER 2008 PARKVIEW DRIVE RED LION, PA 17356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGER AND TREASURER REVIEW PREPARED 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/USAddress/AddressLine1Txt0161 CROWN POINTE DRIVE
IRS990/USAddress/CityNm0YORK
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017402
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07172444518
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RED LION AREA EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REDL
ReturnHeader/Filer/EIN0232851584
ReturnHeader/Filer/PhoneNum07172444518
ReturnHeader/Filer/USAddress/AddressLine1Txt0696 DELTA ROAD
ReturnHeader/Filer/USAddress/CityNm0RED LION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0173569185
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04F3605061D8192AC34F1CA1B10A54430980A2CC0

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