Civic Intelligence

Penn-Mar Foundation

990 • Fiscal year 2023 • EIN 23-2854773

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 08, 2024

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

13th percentile

0.01x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.05x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$350,791

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$15,051,604

Up $1,874,894 (+14%) from 2022

Net Assets

Up

$14,952,958

Up $1,951,873 (+15%) from 2022

Liabilities

Down

$98,646

Down $76,979 (-44%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin94th percentile

Revenue

Down

$1,931,835

Down $1,813,456 (-48%) from 2022

Expenses

Up

$667,476

Up $22,460 (+3.5%) from 2022

Net Income

Down

$1,264,359

Down $1,835,916 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$15,051,604
Liabilities$98,646
Net Assets$14,952,958
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$1,931,835
Expenses$667,476
Net Income$1,264,359
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 8, 2024
Return Version
2022v5.0
Gross Receipts
$2,161,338
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$10,202,358$10,694,439▲ $492,081
Savings and Temporary Cash Investments$1,118,928$2,846,825▲ $1,727,897
Pledges and Grants Receivable$1,405,342$1,353,004▼ $52,338
Cash and Non-Interest-Bearing Accounts$442,511$149,736▼ $292,775
Prepaid Expenses and Deferred Charges$7,571$7,600▲ $29
Total Assets$13,176,710$15,051,604▲ $1,874,894
Liabilities
Other Liabilities$163,216$67,386▼ $95,830
Accounts Payable and Accrued Expenses$12,409$31,260▲ $18,851
Total Liabilities$175,625$98,646▼ $76,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,923,772$9,257,523▲ $1,333,751
Net Assets With Donor Restrictions$5,077,313$5,695,435▲ $618,122
Total Net Assets Fund Balance$13,001,085$14,952,958▲ $1,951,873
Total Liabilities and Net Assets / Fund Balance$13,176,710$15,051,604▲ $1,874,894

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,889,606--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,992,038$297,207▲ $344,973$50,000$5,584,218
2021$3,974,294$1,537,109▼ $513,265$6,100$4,992,038
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
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Elizabeth Pitts-madonnaChairman
Anthony GalloImmediate Past Chairman
Julia HugginsVice-chair
Anthony P CampisiDirector
Bruce BartelsDirector
Christy CohenDirector
Dr James BallDirector
Gary GilbertDirector
Holly LitrentaDirector
Joe DipaolaDirector
Kristine CrosswhiteDirector
Max BlumenthalDirector
Gregory T MillerCEO
Michael J MahonCFO
Paul a SchiavoneChro
Jacquelyn R StevensCOO
Katherine a RogersEd
Jonathan KinsleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,695,014
Program Service Revenue
$0
Investment Income
$236,821
Other Revenue
$0
All Other Contributions
$1,091,898
Change in Net Assets
$1,264,359

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 Table54$47,878Fair Market Value (FMV)
Total Noncash Contributions54$47,878-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,892,999
Revenue Not Reported on Financial Statements
$38,836
Revenue Not Reported on Form 990
$687,514
Total Revenue per Audited Statements
$2,580,513
Total Revenue per Form 990
$1,931,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$522,675
Other Expenses$128,051
Total Fundraising Expense$78,144
Professional Fundraising Fees$16,750
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$522,675--$522,675
Fees for Service Investment Mgmnt Fees-$38,836-$38,836
Fees for Services Professional Fundraising--$16,750$16,750
Fees for Services Accounting-$10,392-$10,392
Other Expenses$5,208-$61,394$5,208
Total Functional Expenses$540,104$49,228$78,144$667,476

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$667,476
Expenses per Audited Statements$628,640
Total Expenses per Audited Statements$628,640
Expenses Not Reported on Financial Statements$38,836
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-exempt Purpose.$395,345
Penn-mar Organization Inc (pa)Freeland, MD501(c)(3)To Assist Recipient Organization in Pursuit of Its Tax-exempt Purpose.$124,332
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$212,155
Fundraising Gross Income$212,155
Professional Fundraising Fees$16,750

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Black Tie Gala$815,271$212,155$212,155$0
Total Events$815,271$212,155$212,155$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$67,386
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
2024-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mahon
Formed
1996
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
89

Preparer

Firm
Grandizio Wilkins Little & Matthews
Address
211 SCHILLING CIRCLE STE 188, HUNT VALLEY, MD 21031
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, 2023, 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 717 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/ReportableCompFromRltdOrgAmt17224754
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14ED
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHRO
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0603116
IRS990/FundraisingDirectExpensesAmt0212155
IRS990/FundraisingGrossIncomeAmt0212155
IRS990/GainOrLossGrp/SecuritiesAmt0-17348
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0522675
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02161338
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IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010202358
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010694439
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017348
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/NetAssetsOrFundBalancesBOYAmt013001085
IRS990/NetAssetsOrFundBalancesEOYAmt014952958
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-17348
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17348
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0687514
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07923772
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09257523
IRS990/NoncashContributionsAmt047878
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/FundraisingAmt061394
IRS990/OtherExpensesGrp/ProgramServicesAmt012221
IRS990/OtherExpensesGrp/ProgramServicesAmt15208
IRS990/OtherExpensesGrp/TotalAmt061394
IRS990/OtherExpensesGrp/TotalAmt112221
IRS990/OtherExpensesGrp/TotalAmt25208
IRS990/OtherLiabilitiesGrp/BOYAmt0163216
IRS990/OtherLiabilitiesGrp/EOYAmt067386
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01405342
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01353004
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07571
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07600
IRS990/PrincipalOfficerNm0MICHAEL MAHON
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02653633
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0360160
IRS990/PYInvestmentIncomeAmt01091658
IRS990/PYOtherExpensesAmt0168356
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03100275
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0645016
IRS990/PYTotalProfFndrsngExpnsAmt0116500
IRS990/PYTotalRevenueAmt03745291
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01264359
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01118928
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02846825
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/SupportAmt0395345
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1124332
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PENN-MAR ORGANIZATION INC (OF MARYLAND)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PENN-MAR ORGANIZATION INC (PA)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0519677
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/BeginningYearBalanceAmt04992038
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0297207
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05584218
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0344973
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03974294
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01537109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04992038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-513265
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt06100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02725196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0655019
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03974294
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0594079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02362795
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0263789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02725196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt098612
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01855638
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0457923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02362795
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049234
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt038836
IRS990ScheduleD/ExpensesSubtotalAmt0628640
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038836
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038836
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0687514
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067386
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY - NET
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07804833
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12889606
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0687514
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038836
IRS990ScheduleD/RevenueSubtotalAmt01892999
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, 2023, 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.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,051,604
Liabilities
$98,646
Net assets
$14,952,958
Revenue
$1,931,835
Expenses
$667,476
Net income
$1,264,359
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
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.10$15.0$1.93$0.67$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.18$13.0$3.75$0.65$3.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.4$0.08$12.3$3.37$0.65$2.72
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.10$8.27$1.77$0.75$1.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.08$7.73$1.26$0.45$0.81
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.06$7.25$1.09$0.25$0.84
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