Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2018 • EIN 23-2854773

Jul 01, 2017 to Jun 30, 2018 • Filed on May 05, 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

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.06x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$251,783

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,309,551

Up $853,742 (+13%) from 2017

Net Assets

Up

$7,245,153

Up $829,393 (+13%) from 2017

Liabilities

Up

$64,398

Up $24,349 (+61%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Down

$1,092,162

Down $1,302,310 (-54%) from 2017

Expenses

Down

$249,118

Down $8,113 (-3.2%) from 2017

Net Income

Down

$843,044

Down $1,294,197 (-61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2018

Assets$7,309,551
Liabilities$64,398
Net Assets$7,245,153
Open 2018 Filing

Operations Trend

Revenue Growth4th 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

2018

Revenue$1,092,162
Expenses$249,118
Net Income$843,044
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 5, 2020
Return Version
2017v2.3
Gross Receipts
$1,208,135
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$4,371,904$5,352,196▲ $980,292
Pledges and Grants Receivable$1,376,364$1,079,640▼ $296,724
Cash and Non-Interest-Bearing Accounts$528,025$759,452▲ $231,427
Savings and Temporary Cash Investments$159,516$115,788▼ $43,728
Accounts Receivable$20,000$0▼ $20,000
Prepaid Expenses and Deferred Charges$0$2,475▲ $2,475
Total Assets$6,455,809$7,309,551▲ $853,742
Liabilities
Other Liabilities$34,549$53,003▲ $18,454
Accounts Payable and Accrued Expenses$5,500$11,395▲ $5,895
Total Liabilities$40,049$64,398▲ $24,349
Net Assets / Fund Balance
Unrestricted Net Assets$4,632,173$5,165,816▲ $533,643
Permanently Rstr Net Assets$1,477,132$2,079,337▲ $602,205
Temporarily Rstr Net Assets$306,455$0▼ $306,455
Total Net Assets Fund Balance$6,415,760$7,245,153▲ $829,393
Total Liabilities and Net Assets / Fund Balance$6,455,809$7,309,551▲ $853,742

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,352,196--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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 Pay84th percentile

Board Members and Trustees

NameTitle
Anthony GalloChairman
Elizabeth Pitts-madonnaVice- Chairman
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
$608,117
Program Service Revenue
$0
Investment Income
$450,309
Other Revenue
$33,736
All Other Contributions
$184,560
Change in Net Assets
$843,044

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 Table82$88,314Fair Market Value (FMV)
Total Noncash Contributions82$88,314-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,064,048
Revenue Not Reported on Financial Statements
$28,114
Revenue Not Reported on Form 990
$102,322
Total Revenue per Audited Statements
$1,166,370
Total Revenue per Form 990
$1,092,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$202,059
Other Expenses$47,059
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$202,059--$202,059
Fees for Service Investment Mgmnt Fees-$28,114-$28,114
Fees for Services Accounting-$5,950-$5,950
Other Expenses$4,131--$4,131
Total Functional Expenses$215,054$34,064$0$249,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$336,977
Total Expenses per Form 990$249,118
Expenses per Audited Statements$221,004
Expenses Not Reported on Form 990$115,973
Expenses Not Reported on Financial Statements$28,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Penn-mar Organization Inc (pa)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$101,030
Penn-mar Organization Inc (md)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$101,029
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$145,205
Fundraising Direct Expenses$115,973
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various$568,762$145,205$115,973$29,232
Total Events$568,762$145,205$115,973$29,232
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$53,003
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
2020-05-05
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 amended parts, schedules, and descriptions of form 990: schedule b detail was revised for various contributions. See updated schedule b.”

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, 2018, revealed no uncertain tax positions that would have a material impact on the financial statements. The june 30, 2015 through june 30, 2017 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 on page 9 115,973.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Amount of fundraising expenses reported on page 9 115,973.”

Raw XML AppendixShowing 400 of 628 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/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt074356
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074356
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04371904
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05352196
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/NetAssetsOrFundBalancesBOYAmt06415760
IRS990/NetAssetsOrFundBalancesEOYAmt07245153
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0375953
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0375953
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt029232
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt029232
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13651
IRS990/NoncashContributionsAmt088314
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1EMPLOYEE CARE FUND
IRS990/OtherExpensesGrp/ProgramServicesAmt08864
IRS990/OtherExpensesGrp/ProgramServicesAmt14131
IRS990/OtherExpensesGrp/TotalAmt08864
IRS990/OtherExpensesGrp/TotalAmt14131
IRS990/OtherLiabilitiesGrp/BOYAmt034549
IRS990/OtherLiabilitiesGrp/EOYAmt053003
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04504
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04504
IRS990/OtherRevenueTotalAmt04504
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01477132
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02079337
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01376364
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01079640
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02475
IRS990/PrincipalOfficerNm0ROBERT KUHN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02120691
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0212290
IRS990/PYInvestmentIncomeAmt0238949
IRS990/PYOtherExpensesAmt044941
IRS990/PYOtherRevenueAmt034832
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02137241
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0257231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02394472
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0843044
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0184560
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0159516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0115788
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/SupportAmt0202059
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0202059
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/BeginningYearBalanceAmt01477132
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0317784
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01855638
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt060722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01500000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01477132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22868
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0115973
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt028114
IRS990ScheduleD/ExpensesSubtotalAmt0221004
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt028114
IRS990ScheduleD/InvestmentExpensesNotIncldAmt028114
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-13651
IRS990ScheduleD/OtherExpensesIncludedAmt0115973
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt053003
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY - NET
IRS990ScheduleD/OtherRevenueAmt0115973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05352196
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0102322
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt028114
IRS990ScheduleD/RevenueSubtotalAmt01064048
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, 2018, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2015 THROUGH JUNE 30, 2017 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 ON PAGE 9 115,973.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AMOUNT OF FUNDRAISING EXPENSES REPORTED ON PAGE 9 115,973.
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/TotalBookValueSecuritiesAmt05352196
IRS990ScheduleD/TotalExpensesPerForm990Amt0249118
IRS990ScheduleD/TotalLiabilityAmt053003
IRS990ScheduleD/TotalRevenuePerForm990Amt01092162
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01166370
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0336977
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0423557
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0423557
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0115973
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0568762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0568762
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0145205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0145205
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029232
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0115973
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0115973
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0101029
IRS990ScheduleI/RecipientTable/CashGrantAmt1101030
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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,309,551
Liabilities
$64,398
Net assets
$7,245,153
Revenue
$1,092,162
Expenses
$249,118
Net income
$843,044
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
2018Detailed filing. Detailed filing data is available for this year.$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