Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2017 • EIN 23-2854773

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 09, 2018

Organization ProfileWWW.PENN-MAR.ORG

View Organization Page

310 Old Freeland RoadFreeland, MD 21053

(410) 343-1069

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$271,579

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

204%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$6,455,809

Up $2,390,154 (+59%) from 2016

Net Assets

Up

$6,415,760

Up $2,350,605 (+58%) from 2016

Liabilities

Up

$40,049

Up $39,549 (+7910%) from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$2,394,472

Up $1,607,155 (+204%) from 2016

Expenses

Down

$257,231

Down $273,791 (-52%) from 2016

Net Income

Up

$2,137,241

Up $1,880,946 (+734%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$30M$20M$10M$0Assets 2011: $1,384,085Liabilities 2011: $0Net Assets 2011: $1,384,0852011Assets 2012: $1,423,667Liabilities 2012: $12,730Net Assets 2012: $1,410,9372012Assets 2013: $2,922,265Liabilities 2013: $30,305Net Assets 2013: $2,891,9602013Assets 2014: $3,815,166Liabilities 2014: $75,977Net Assets 2014: $3,739,1892014Assets 2015: $3,938,794Liabilities 2015: $55,077Net Assets 2015: $3,883,7172015Assets 2016: $4,065,655Liabilities 2016: $500Net Assets 2016: $4,065,1552016Assets 2017: $6,455,809Liabilities 2017: $40,049Net Assets 2017: $6,415,7602017Assets 2018: $7,309,551Liabilities 2018: $64,398Net Assets 2018: $7,245,1532018Assets 2019: $7,812,676Liabilities 2019: $79,061Net Assets 2019: $7,733,6152019Assets 2020: $8,377,476Liabilities 2020: $104,584Net Assets 2020: $8,272,8922020Assets 2021: $12,363,560Liabilities 2021: $84,599Net Assets 2021: $12,278,9612021Assets 2022: $13,176,710Liabilities 2022: $175,625Net Assets 2022: $13,001,0852022Assets 2023: $15,051,604Liabilities 2023: $98,646Net Assets 2023: $14,952,9582023Assets 2024: $17,607,405Liabilities 2024: $69,103Net Assets 2024: $17,538,3022024Assets 2025: $20,181,066Liabilities 2025: $92,355Net Assets 2025: $20,088,7112025

Highlighted filing

2017

Assets$6,455,809
Liabilities$40,049
Net Assets$6,415,760
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $378,609Expenses 2011: $11,206Net Income 2011: $367,4032011Expenses 2012: $13,0892012Expenses 2013: $289,4112013Revenue 2014: $839,329Expenses 2014: $342,760Net Income 2014: $496,5692014Revenue 2015: $709,549Expenses 2015: $423,748Net Income 2015: $285,8012015Revenue 2016: $787,317Expenses 2016: $531,022Net Income 2016: $256,2952016Revenue 2017: $2,394,472Expenses 2017: $257,231Net Income 2017: $2,137,2412017Revenue 2018: $1,092,162Expenses 2018: $249,118Net Income 2018: $843,0442018Revenue 2019: $1,263,820Expenses 2019: $451,126Net Income 2019: $812,6942019Revenue 2020: $1,765,760Expenses 2020: $747,529Net Income 2020: $1,018,2312020Revenue 2021: $3,372,642Expenses 2021: $653,860Net Income 2021: $2,718,7822021Revenue 2022: $3,745,291Expenses 2022: $645,016Net Income 2022: $3,100,2752022Revenue 2023: $1,931,835Expenses 2023: $667,476Net Income 2023: $1,264,3592023Revenue 2024: $2,009,625Expenses 2024: $572,178Net Income 2024: $1,437,4472024Revenue 2025: $3,225,870Expenses 2025: $915,114Net Income 2025: $2,310,7562025

Highlighted filing

2017

Revenue$2,394,472
Expenses$257,231
Net Income$2,137,241
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 9, 2018
Return Version
2016v3.0
Gross Receipts
$3,033,107
Mission and Program Overview

Mission

To make gifts, grants, loans, etc. Of any of its property to or for the benefit of penn-mar organization, inc. (of maryland) and penn-mar organization, inc. (of pennsylvania), both 501 (c) (3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,477,123$4,371,904▲ $894,781
Pledges and Grants Receivable$60,000$1,376,364▲ $1,316,364
Cash and Non-Interest-Bearing Accounts$113,959$528,025▲ $414,066
Savings and Temporary Cash Investments$375,114$159,516▼ $215,598
Accounts Receivable$20,600$20,000▼ $600
Other Notes and Loans Receivable, Net$18,859$0▼ $18,859
Total Assets$4,065,655$6,455,809▲ $2,390,154
Liabilities
Other Liabilities$0$34,549▲ $34,549
Accounts Payable and Accrued Expenses$500$5,500▲ $5,000
Total Liabilities$500$40,049▲ $39,549
Net Assets / Fund Balance
Unrestricted Net Assets$4,065,155$4,632,173▲ $567,018
Permanently Rstr Net Assets-$1,477,132-
Temporarily Rstr Net Assets-$306,455-
Total Net Assets Fund Balance$4,065,155$6,415,760▲ $2,350,605
Total Liabilities and Net Assets / Fund Balance$4,065,655$6,455,809▲ $2,390,154

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,371,904--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$0$1,500,000▼ $22,868-$1,477,132
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Timothy W ChaseChairman
Anthony GalloVice-chair
Bruce BartelsDirector
David KellyDirector
Gary M Gilbert IiDirector
Joe DipaolaDirector
Julia HugginsDirector
Max BlumenthalDirector
Morton F Zifferer JrDirector
W Greg NalleyDirector
Katherine a RogersCDO
Gregory T MillerCEO
Jill GoluekeSecretary
Jonathan KinsleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,120,691
Program Service Revenue
$0
Investment Income
$238,949
Other Revenue
$34,832
All Other Contributions
$1,898,541
Change in Net Assets
$2,137,241

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table163$89,662Fair Market Value (FMV)
Total Noncash Contributions163$89,662-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,394,472
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$388,208
Total Revenue per Audited Statements
$2,782,680
Total Revenue per Form 990
$2,394,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,290
Other Expenses$44,941
Total Fundraising Expense$16,337
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$212,290--$212,290
Fees for Service Investment Mgmnt Fees-$22,838-$22,838
Fees for Services Accounting-$5,250-$5,250
Other Expenses-$516$16,337$516
Total Functional Expenses$212,290$28,604$16,337$257,231

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$432,075
Expenses per Audited Statements$257,231
Total Expenses per Form 990$257,231
Expenses Not Reported on Form 990$174,844
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn-mar Organization Inc (md)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$106,145
Penn-mar Organization Inc (pa)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$106,145
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$209,676
Fundraising Direct Expenses$174,844
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$431,826$209,676$174,844$34,832
Total Events$431,826$209,676$174,844$34,832
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party - Net$34,549
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 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
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 chief executive officer initially reviews the form 990 and presents it to the full board before filing.”

Form 990, Part VI, Section B, Line 12C

“Annually all board members are required to sign a full disclosure form concerning interests of conflict. This form is reviewed and filed unless an issue of conflict or potential conflict is disclosed. In case of a disclosed conflict, the issue will be presented to the executive director and taken to the full board for consideration. Independent council will be consulted if deemed prudent by the board.”

Form 990, Part VI, Section C, Line 19

“Penn-mar provides documentation upon request to any individual or organization requesting such. Additionally, the annual report is distributed liberally, and specifically to all donors contributing more than $100 annually. Interested parties are also informed, at the bottom of the penn-mar human services letter head, that documentation and financial information is available from the state of maryland under the maryland charitable solicitation act, also upon request.”

Filing and Contact Details

Filer

Filer Name
Penn-mar Foundation
EIN
23-2854773
Phone
4103431069
Address
310 OLD FREELAND ROAD, FREELAND, MD 21053

Signing Officer

Name
Gregory T Miller
Title
Chief Executive Officer
Phone
4103431069
Signed
2018-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory T Miller
Formed
1996
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Grandizio Wilkins Little & Matthews
Address
1122 KENILWORTH DRIVE SUITE 413, TOWSON, MD 21204
Preparer
Henry a Grandizio
Phone
4104940885
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change from prior year”

Financial Statement Notes

PART X, LINE 2:

“The foundation is a nonprofit organization that is exempt from federal income taxes as a charitable organization under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been made. The foundation's evaluation on june 30, 2017, revealed no uncertain tax positions that would have a material impact on the financial statements. The june 30, 2014 through june 30, 2016 tax years remain subject to examination by the irs. The foundation does not believe that any reasonably possible changes will occur within the next twelve (12) months that will have a material impact on the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Amount of fundraising expenses reported no page 9 174,844.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Amount of fundraising expenses reported no page 9 174,844.”

Raw XML AppendixShowing 400 of 619 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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IRS990/InvestmentIncomeGrp/ExclusionAmt052861
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052861
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03477123
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04371904
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0463791
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04065155
IRS990/NetAssetsOrFundBalancesEOYAmt06415760
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0186088
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0186088
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt034832
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt034832
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0213364
IRS990/NoncashContributionsAmt089662
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt016337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0516
IRS990/OtherExpensesGrp/TotalAmt016337
IRS990/OtherExpensesGrp/TotalAmt1516
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt034549
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt018859
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01477132
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01376364
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGORY T MILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0625064
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0495100
IRS990/PYInvestmentIncomeAmt0185165
IRS990/PYOtherExpensesAmt035922
IRS990/PYOtherRevenueAmt0-22912
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0256295
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0531022
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0787317
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02137241
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0186088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0375114
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159516
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521207942
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1521590195
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0106145
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1106145
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0212290
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01500000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01477132
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22868
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0174844
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0257231
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0213364
IRS990ScheduleD/OtherExpensesIncludedAmt0174844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034549
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY - NET
IRS990ScheduleD/OtherRevenueAmt0174844
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04371904
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0388208
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02394472
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FOUNDATION'S EVALUATION ON JUNE 30, 2017, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2014 THROUGH JUNE 30, 2016 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE (12) MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AMOUNT OF FUNDRAISING EXPENSES REPORTED NO PAGE 9 174,844.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AMOUNT OF FUNDRAISING EXPENSES REPORTED NO PAGE 9 174,844.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04371904
IRS990ScheduleD/TotalExpensesPerForm990Amt0257231
IRS990ScheduleD/TotalLiabilityAmt034549
IRS990ScheduleD/TotalRevenuePerForm990Amt02394472
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02782680
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0432075
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0222150
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0222150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0174844
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0431826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0431826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0209676
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0209676
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034832
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0174844
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0174844
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0106145
IRS990ScheduleI/RecipientTable/CashGrantAmt1106145
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXMPT PURPOSE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXMPT PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (MD)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleI/RecipientTable/RecipientEIN0521207942
IRS990ScheduleI/RecipientTable/RecipientEIN1521590195
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 OLD FREELAND ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1310 OLD FREELAND ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FREELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FREELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021053
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121053
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,455,809
Liabilities
$40,049
Net assets
$6,415,760
Revenue
$2,394,472
Expenses
$257,231
Net income
$2,137,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.2$0.09$20.1$3.23$0.92$2.31
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.07$17.5$2.01$0.57$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.10$15.0$1.93$0.67$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.18$13.0$3.75$0.65$3.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.08$12.3$3.37$0.65$2.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.10$8.27$1.77$0.75$1.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.08$7.73$1.26$0.45$0.81
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.06$7.25$1.09$0.25$0.84
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.04$6.42$2.39$0.26$2.14
2016Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.79$0.53$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.06$3.88$0.71$0.42$0.29
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.08$3.74$0.84$0.34$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.03$2.89$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.01$1.41$0.01
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.38$0.01$0.37