Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2020 • EIN 23-2854773

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 16, 2021

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.06x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$273,152

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.2%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

40%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$8,377,476

Up $564,800 (+7.2%) from 2019

Net Assets

Up

$8,272,892

Up $539,277 (+7.0%) from 2019

Liabilities

Up

$104,584

Up $25,523 (+32%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin92nd percentile

Revenue

Up

$1,765,760

Up $501,940 (+40%) from 2019

Expenses

Up

$747,529

Up $296,403 (+66%) from 2019

Net Income

Up

$1,018,231

Up $205,537 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$8,377,476
Liabilities$104,584
Net Assets$8,272,892
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$1,765,760
Expenses$747,529
Net Income$1,018,231
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 16, 2021
Return Version
2019v5.2
Gross Receipts
$1,943,272
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$4,391,119$6,945,661▲ $2,554,542
Savings and Temporary Cash Investments$2,310,246$555,536▼ $1,754,710
Pledges and Grants Receivable$830,970$486,773▼ $344,197
Cash and Non-Interest-Bearing Accounts$277,930$381,771▲ $103,841
Prepaid Expenses and Deferred Charges$2,411$7,735▲ $5,324
Total Assets$7,812,676$8,377,476▲ $564,800
Liabilities
Other Liabilities$51,905$51,696▼ $209
Accounts Payable and Accrued Expenses$27,156$28,959▲ $1,803
Deferred Revenue-$23,929-
Total Liabilities$79,061$104,584▲ $25,523
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,151,394$5,358,982▲ $207,588
Net Assets With Donor Restrictions$2,582,221$2,913,910▲ $331,689
Total Net Assets Fund Balance$7,733,615$8,272,892▲ $539,277
Total Liabilities and Net Assets / Fund Balance$7,812,676$8,377,476▲ $564,800

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,820,093--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,362,795$263,789▲ $98,612-$2,725,196
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 Pay86th 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
$1,004,438
Program Service Revenue
$0
Investment Income
$761,322
Other Revenue
$0
All Other Contributions
$374,670
Change in Net Assets
$1,018,231

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 Table83$31,618Fair Market Value (FMV)
Total Noncash Contributions83$31,618-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,747,695
Revenue Not Reported on Financial Statements
$18,065
Revenue Not Reported on Form 990
$-478,954
Total Revenue per Audited Statements
$1,268,741
Total Revenue per Form 990
$1,765,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$626,303
Other Expenses$121,226
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$626,303--$626,303
Fees for Service Investment Mgmnt Fees-$18,065-$18,065
Fees for Services Accounting-$7,050-$7,050
Other Expenses$2,028--$2,028
Total Functional Expenses$722,414$25,115$0$747,529

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$747,529
Expenses per Audited Statements$729,464
Total Expenses per Audited Statements$729,464
Expenses Not Reported on Financial Statements$18,065
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.$508,491
Penn-mar Organization Inc (pa)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exmpt Purpose.$117,812
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$177,512
Fundraising Gross Income$177,512
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie Gala$807,280$177,512$177,512$0
Total Events$807,280$177,512$177,512$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$51,696
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 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
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
Kathy Rogers
Title
Chief Financial Officer
Phone
4103431069
Signed
2021-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Rogers
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
Daniel L Harrington Jr
Phone
4104940885
Supplemental Narrative

Additional Explanations

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, 2020, revealed no uncertain tax positions that would have a material impact on the financial statements. The june 30, 2017 through june 30, 2019 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 610 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/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0135914
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0135914
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04391119
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06945661
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/NetAssetsOrFundBalancesBOYAmt07733615
IRS990/NetAssetsOrFundBalancesEOYAmt08272892
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0625408
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0625408
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-478954
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05151394
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05358982
IRS990/NoncashContributionsAmt031618
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EMPLOYEE CARE FUND
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt048248
IRS990/OtherExpensesGrp/ProgramServicesAmt145835
IRS990/OtherExpensesGrp/ProgramServicesAmt22028
IRS990/OtherExpensesGrp/TotalAmt048248
IRS990/OtherExpensesGrp/TotalAmt145835
IRS990/OtherExpensesGrp/TotalAmt22028
IRS990/OtherLiabilitiesGrp/BOYAmt051905
IRS990/OtherLiabilitiesGrp/EOYAmt051696
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0830970
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0486773
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02411
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07735
IRS990/PrincipalOfficerNm0KATHY ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0750599
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0302840
IRS990/PYInvestmentIncomeAmt0525165
IRS990/PYOtherExpensesAmt0148286
IRS990/PYOtherRevenueAmt0-11944
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0812694
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0451126
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01263820
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01018231
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02310246
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0555536
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/SupportAmt0508491
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1117812
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0626303
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/BeginningYearBalanceAmt02362795
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0263789
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02725196
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt098612
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01855638
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0457923
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02362795
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01477132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0317784
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01855638
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060722
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01500000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01477132
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-22868
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018065
IRS990ScheduleD/ExpensesSubtotalAmt0729464
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018065
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018065
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-478954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt051696
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY - NET
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04125568
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12820093
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0-478954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018065
IRS990ScheduleD/RevenueSubtotalAmt01747695
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, 2020, REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE JUNE 30, 2017 THROUGH JUNE 30, 2019 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/TotalBookValueSecuritiesAmt06945661
IRS990ScheduleD/TotalExpensesPerForm990Amt0747529
IRS990ScheduleD/TotalLiabilityAmt051696
IRS990ScheduleD/TotalRevenuePerForm990Amt01765760
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01268741
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0729464
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0629768
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0629768
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0177512
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BLACK TIE GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0807280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0807280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0177512
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0177512
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0177512
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0177512
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0508491
IRS990ScheduleI/RecipientTable/CashGrantAmt1117812
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

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,377,476
Liabilities
$104,584
Net assets
$8,272,892
Revenue
$1,765,760
Expenses
$747,529
Net income
$1,018,231
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
2020Detailed filing. Detailed filing data is available for this year.$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
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