Civic Intelligence

Red Lion Area Educational Foundation

990 • Fiscal year 2020 • EIN 23-2851584

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 16, 2020

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

7.6%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

126%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,170,976

Up $152,497 (+7.6%) from 2019

Net Assets

Up

$2,170,976

Up $152,497 (+7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$240,800

Up $134,145 (+126%) from 2019

Expenses

Up

$92,228

Up $17,836 (+24%) from 2019

Net Income

Up

$148,572

Up $116,309 (+361%) from 2019

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

2020

Assets$2,170,976
Liabilities$0
Net Assets$2,170,976

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

2020

Revenue$240,800
Expenses$92,228
Net Income$148,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$241,610
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$1,765,044$1,769,024▲ $3,980
Savings and Temporary Cash Investments$253,435$401,952▲ $148,517
Total Assets$2,018,479$2,170,976▲ $152,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$985,761$1,132,184▲ $146,423
Net Assets With Donor Restrictions$1,032,718$1,038,792▲ $6,074
Total Net Assets Fund Balance$2,018,479$2,170,976▲ $152,497
Total Liabilities and Net Assets / Fund Balance$2,018,479$2,170,976▲ $152,497

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$100,000---$100,000
2018$100,000---$100,000
2017$100,000---$100,000
2016$100,000---$100,000
2015$100,000---$100,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pamela KocmanPresident
Andy SedoraDirector
Brittany SchmehlDirector
Chris HeltDirector
David SprenkleDirector
Donald DimoffDirector
Dr Franklin HerronDirector
Dr Scott DeisleyDirector
Jay VasellasDirector
Jeff TaylorDirector
Lori BakerDirector
Mark WheelerDirector
Pam ScottDirector
Scott MichaelDirector
Michael SmeltzerPast Preside
Linda SmithSecretary
James ClarkTreasurer
David BernhardtVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$157,115
Program Service Revenue
$0
Investment Income
$59,670
Other Revenue
$24,015
All Other Contributions
$157,115
Change in Net Assets
$148,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,760
Other Expenses$35,468
Total Fundraising Expense$584
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$56,760--$56,760
Fees for Services Management-$8,303-$8,303
Insurance-$1,363$584$1,947
Fees for Services Other-$1,674-$1,674
Advertising-$963-$963
Other Expenses$2,472$480-$480
All Other Expenses$102$100-$202
Total Functional Expenses$59,334$32,310$584$92,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,450
Fundraising Direct Expenses$810
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
No
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
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

Pamela kocman 270 manor road red lion, pa 17356 david bernhardt 555 el dorado drive red lion, pa 17356 james clark 1019 woodridge rd red lion, pa 17356 linda smith 1160 canal rd ext manchester, pa 17345 jay vasellas 4180 delta road airville, pa 17302 scott michael 215 wynshire lane red lion, pa 17356 lori baker 938 castle pond drive york, pa 17402 donald dimoff 511 crestwood drive red lion, pa 17356 mark wheeler 2008 parkview 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 pam scott 2325 brandywine ln york, pa 17404 brittany schmehl 958 castle pond drive york, pa 17402 andy sedora 65 wimbleton way red lion, pa 17356 michael smeltzer 161 crown pointe drive york, pa 17402

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
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Kocman
Formed
1996
Legal Domicile
Pa
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
King & Associates CPA Pc
Address
130 E MAIN ST, DALLASTOWN, PA 17313-2208
Preparer
Douglas a King Cpapfs
Phone
7172461627
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Investment earnings held separatley, used to provide dental services.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EARNINGS HELD SEPARATLEY, USED TO PROVIDE DENTAL SERVICES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAMELA KOCMAN 270 MANOR ROAD RED LION, PA 17356 DAVID BERNHARDT 555 EL DORADO DRIVE RED LION, PA 17356 JAMES CLARK 1019 WOODRIDGE RD RED LION, PA 17356 LINDA SMITH 1160 CANAL RD EXT MANCHESTER, PA 17345 JAY VASELLAS 4180 DELTA ROAD AIRVILLE, PA 17302 SCOTT MICHAEL 215 WYNSHIRE LANE RED LION, PA 17356 LORI BAKER 938 CASTLE POND DRIVE YORK, PA 17402 DONALD DIMOFF 511 CRESTWOOD DRIVE RED LION, PA 17356 MARK WHEELER 2008 PARKVIEW 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 PAM SCOTT 2325 BRANDYWINE LN YORK, PA 17404 BRITTANY SCHMEHL 958 CASTLE POND DRIVE YORK, PA 17402 ANDY SEDORA 65 WIMBLETON WAY RED LION, PA 17356 MICHAEL SMELTZER 161 CROWN POINTE DRIVE YORK, PA 17402
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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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
Peer Organizations

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