Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2019 • EIN 23-2854773

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 02, 2020

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.06x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

87th percentile

$282,059

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

61st percentile

6.9%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$7,812,676

Up $503,125 (+6.9%) from 2018

Net Assets

Up

$7,733,615

Up $488,462 (+6.7%) from 2018

Liabilities

Up

$79,061

Up $14,663 (+23%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin94th percentile

Revenue

Up

$1,263,820

Up $171,658 (+16%) from 2018

Expenses

Up

$451,126

Up $202,008 (+81%) from 2018

Net Income

Down

$812,694

Down $30,350 (-3.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$7,812,676
Liabilities$79,061
Net Assets$7,733,615
Open 2019 Filing

Operations Trend

Revenue Growth73rd 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

2019

Revenue$1,263,820
Expenses$451,126
Net Income$812,694
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 2, 2020
Return Version
2018v3.2
Gross Receipts
$1,412,581
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$5,352,196$4,391,119▼ $961,077
Savings and Temporary Cash Investments$115,788$2,310,246▲ $2,194,458
Pledges and Grants Receivable$1,079,640$830,970▼ $248,670
Cash and Non-Interest-Bearing Accounts$759,452$277,930▼ $481,522
Prepaid Expenses and Deferred Charges$2,475$2,411▼ $64
Total Assets$7,309,551$7,812,676▲ $503,125
Liabilities
Other Liabilities$53,003$51,905▼ $1,098
Accounts Payable and Accrued Expenses$11,395$27,156▲ $15,761
Total Liabilities$64,398$79,061▲ $14,663
Net Assets / Fund Balance
Unrestricted Net Assets$5,165,816$5,151,394▼ $14,422
Permanently Rstr Net Assets$2,079,337$2,362,795▲ $283,458
Temporarily Rstr Net Assets-$219,426-
Total Net Assets Fund Balance$7,245,153$7,733,615▲ $488,462
Total Liabilities and Net Assets / Fund Balance$7,309,551$7,812,676▲ $503,125

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$713,523--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,855,638$457,923▲ $49,234-$2,362,795
2017$1,477,132$317,784▲ $60,722-$1,855,638
2016-$1,500,000▼ $22,868-$1,477,132
Compensation and Service Providers
Top Officer Pay87th percentile

Board Members and Trustees

NameTitle
Anthony GalloChairman
Elizabeth Pitts-madonnaVice-chairman
Bruce BartelsDirector
Christy CohenDirector
Gary M Gilbert IiDirector
Joe DipaolaDirector
Julia HugginsDirector
Kristine CrosswhiteDirector
Max BlumenthalDirector
Timothy ChaseDirector
Katherine a RogersCDO
Gregory T MillerCEO
Jill GoluekeSecretary
Jonathan KinsleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$750,599
Program Service Revenue
$0
Investment Income
$525,165
Other Revenue
$-11,944
All Other Contributions
$158,173
Change in Net Assets
$812,694

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 Table144$52,554Fair Market Value (FMV)
Total Noncash Contributions144$52,554-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,232,951
Revenue Not Reported on Financial Statements
$30,869
Revenue Not Reported on Form 990
$-324,232
Total Revenue per Audited Statements
$908,719
Total Revenue per Form 990
$1,263,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,840
Other Expenses$148,286
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$302,840--$302,840
Fees for Service Investment Mgmnt Fees-$30,869-$30,869
Fees for Services Accounting-$6,050-$6,050
Other Expenses$2,016--$2,016
Total Functional Expenses$414,207$36,919$0$451,126

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$451,126
Expenses per Audited Statements$420,257
Total Expenses per Audited Statements$420,257
Expenses Not Reported on Financial Statements$30,869
Expenses Not Reported on Form 990$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.$216,512
Penn-mar Organization Inc (pa)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$86,328
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$148,761
Fundraising Gross Income$148,761
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie Gala$741,187$148,761$148,761$0
Total Events$741,187$148,761$148,761$0
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$51,905
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
Robert Kuhn
Title
Chief Financial Officer
Phone
4103431069
Signed
2020-07-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Kuhn
Formed
1996
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Grandizio Wilkins Little & Matthews
Address
954 RIDGEBROOK ROAD SUITE 200, SPARKS, MD 21152
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, 2019, revealed no uncertain tax positions that would have a material impact on the financial statements. The june 30, 2016 through june 30, 2018 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.”

Raw XML AppendixShowing 400 of 621 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/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/NetAssetsOrFundBalancesBOYAmt07245153
IRS990/NetAssetsOrFundBalancesEOYAmt07733615
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0424695
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0424695
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-324232
IRS990/NoncashContributionsAmt052554
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1EMPLOYEE CARE FUND
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt096890
IRS990/OtherExpensesGrp/ProgramServicesAmt112461
IRS990/OtherExpensesGrp/ProgramServicesAmt22016
IRS990/OtherExpensesGrp/TotalAmt096890
IRS990/OtherExpensesGrp/TotalAmt112461
IRS990/OtherExpensesGrp/TotalAmt22016
IRS990/OtherLiabilitiesGrp/BOYAmt053003
IRS990/OtherLiabilitiesGrp/EOYAmt051905
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME/EXPENSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-11944
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-11944
IRS990/OtherRevenueTotalAmt0-11944
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02079337
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02362795
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01079640
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0830970
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02411
IRS990/PrincipalOfficerNm0ROBERT KUHN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0608117
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0202059
IRS990/PYInvestmentIncomeAmt0450309
IRS990/PYOtherExpensesAmt047059
IRS990/PYOtherRevenueAmt033736
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0843044
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0249118
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01092162
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0812694
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0412751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0115788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02310246
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/SupportAmt0216512
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt186328
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0302840
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/BeginningYearBalanceAmt01855638
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0457923
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02362795
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt049234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01477132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0317784
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01855638
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01477132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22868
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt030869
IRS990ScheduleD/ExpensesSubtotalAmt0420257
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt030869
IRS990ScheduleD/InvestmentExpensesNotIncldAmt030869
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-324232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt051905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY - NET
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03677596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1713523
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-324232
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt030869
IRS990ScheduleD/RevenueSubtotalAmt01232951
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, 2019, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2016 THROUGH JUNE 30, 2018 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04391119
IRS990ScheduleD/TotalExpensesPerForm990Amt0451126
IRS990ScheduleD/TotalLiabilityAmt051905
IRS990ScheduleD/TotalRevenuePerForm990Amt01263820
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0908719
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0420257
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0592426
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0592426
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0148761
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLACK TIE GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0741187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0741187
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0148761
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0148761
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0148761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0148761
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0216512
IRS990ScheduleI/RecipientTable/CashGrantAmt186328
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

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,812,676
Liabilities
$79,061
Net assets
$7,733,615
Revenue
$1,263,820
Expenses
$451,126
Net income
$812,694
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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