Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2021 • EIN 23-2854773

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

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

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.03x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$299,015

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

90th percentile

48%

Faster asset growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

91%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$12,363,560

Up $3,986,084 (+48%) from 2020

Net Assets

Up

$12,278,961

Up $4,006,069 (+48%) from 2020

Liabilities

Down

$84,599

Down $19,985 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$3,372,642

Up $1,606,882 (+91%) from 2020

Expenses

Down

$653,860

Down $93,669 (-13%) from 2020

Net Income

Up

$2,718,782

Up $1,700,551 (+167%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2021

Assets$12,363,560
Liabilities$84,599
Net Assets$12,278,961
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$3,372,642
Expenses$653,860
Net Income$2,718,782
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$3,620,870
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$6,945,661$10,227,205▲ $3,281,544
Pledges and Grants Receivable$486,773$1,216,911▲ $730,138
Savings and Temporary Cash Investments$555,536$489,629▼ $65,907
Cash and Non-Interest-Bearing Accounts$381,771$419,822▲ $38,051
Prepaid Expenses and Deferred Charges$7,735$9,993▲ $2,258
Total Assets$8,377,476$12,363,560▲ $3,986,084
Liabilities
Other Liabilities$51,696$58,229▲ $6,533
Accounts Payable and Accrued Expenses$28,959$26,370▼ $2,589
Deferred Revenue$23,929--
Total Liabilities$104,584$84,599▼ $19,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,358,982$8,236,978▲ $2,877,996
Net Assets With Donor Restrictions$2,913,910$4,041,983▲ $1,128,073
Total Net Assets Fund Balance$8,272,892$12,278,961▲ $4,006,069
Total Liabilities and Net Assets / Fund Balance$8,377,476$12,363,560▲ $3,986,084

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,366,528--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,725,196$655,019▲ $594,079-$3,974,294
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 Pay80th percentile

Employees

NameTitleOtherTotal
Michael J MahonCFO$56,575$56,575

Board Members and Trustees

NameTitle
Anthony GalloChairman
Timothy ChaseInvestment Committee Chair
Elizabeth Pitts-madonnaVice-chairman
Bruce BartelsDirector
Christy CohenDirector
Gary M Gilbert IiDirector
Joe DipaolaDirector
Julia HugginsDirector
Kristine CrosswhiteDirector
Max BlumenthalDirector
Gregory T MillerCEO
Paul a SchiavoneChro
Jacquelyn R StevensCOO
Katherine a RogersEd
Jill GoluekeSecretary
Jonathan KinsleyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counselling Service Co LLCFundraising Consultant100 EAST PRATT STREET SUITE 2118, Baltimore, MD 21202$133,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,789,239
Program Service Revenue
$0
Investment Income
$583,403
Other Revenue
$0
All Other Contributions
$2,297,093
Change in Net Assets
$2,718,782

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 Table101$34,689Fair Market Value (FMV)
Total Noncash Contributions101$34,689-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,343,829
Revenue Not Reported on Financial Statements
$28,813
Revenue Not Reported on Form 990
$1,287,287
Total Revenue per Audited Statements
$4,631,116
Total Revenue per Form 990
$3,372,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$420,636
Total Fundraising Expense$175,940
Professional Fundraising Fees$133,000
Other Expenses$100,224
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$420,636--$420,636
Fees for Services Professional Fundraising--$133,000$133,000
Fees for Service Investment Mgmnt Fees-$28,813-$28,813
Fees for Services Accounting-$13,459-$13,459
Other Expenses$5,064-$42,940$5,064
Total Functional Expenses$435,648$42,272$175,940$653,860

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$653,860
Expenses per Audited Statements$625,047
Total Expenses per Audited Statements$625,047
Expenses Not Reported on Financial Statements$28,813
Expenses Not Reported on Form 990$0
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-exempt Purpose.$349,995
Penn-mar Organization Inc (md)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exempt Purpose.$70,641
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$248,228
Fundraising Gross Income$248,228
Professional Fundraising Fees$133,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie Gala$740,374$248,228$248,228$0
Total Events$740,374$248,228$248,228$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$58,229
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
Michael Mahon
Title
Chief Financial Officer
Phone
4103431069
Signed
2022-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mahon
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, 2021, revealed no uncertain tax positions that would have a material impact on the financial statements. Tax returns for the previous three (3)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 699 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/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13ED
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt012278961
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01287287
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IRS990/NoncashContributionsAmt034689
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2EMPLOYEE CARE FUND
IRS990/OtherExpensesGrp/FundraisingAmt042940
IRS990/OtherExpensesGrp/ProgramServicesAmt09948
IRS990/OtherExpensesGrp/ProgramServicesAmt15064
IRS990/OtherExpensesGrp/TotalAmt042940
IRS990/OtherExpensesGrp/TotalAmt19948
IRS990/OtherExpensesGrp/TotalAmt25064
IRS990/OtherLiabilitiesGrp/BOYAmt051696
IRS990/OtherLiabilitiesGrp/EOYAmt058229
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0486773
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01216911
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07735
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09993
IRS990/PrincipalOfficerNm0MICHAEL MAHON
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01004438
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0626303
IRS990/PYInvestmentIncomeAmt0761322
IRS990/PYOtherExpensesAmt0121226
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01018231
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0747529
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01765760
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02718782
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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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
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN1521590195
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070641
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1349995
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02362795
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,363,560
Liabilities
$84,599
Net assets
$12,278,961
Revenue
$3,372,642
Expenses
$653,860
Net income
$2,718,782
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
2021Detailed filing. Detailed filing data is available for this year.$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
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