Civic Intelligence

The Hourglass Foundation

990EZ • Fiscal year 2016 • EIN 23-2928408

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 17, 2017

104 West Chestnut Street 3rd FLLancaster, PA 17603

(717) 295-0755

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

16th percentile

-20%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

94th percentile

$55,765

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 58.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

7th percentile

-57%

Faster asset growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$23,915

Down $31,330 (-57%) from 2015

Net Assets

Down

$19,295

Down $18,411 (-49%) from 2015

Liabilities

Down

$4,620

Down $12,919 (-74%) from 2015

Revenue

Up

$94,789

Up $29,053 (+44%) from 2015

Expenses

Up

$113,872

Up $36,072 (+46%) from 2015

Net Income

Down

-$19,083

Down $7,019 (-58%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $30,935Liabilities 2010: $7,940Net Assets 2010: $22,9952010Assets 2011: $29,831Liabilities 2011: $7,635Net Assets 2011: $22,1962011Assets 2012: $49,010Liabilities 2012: $11,856Net Assets 2012: $37,1542012Assets 2013: $48,623Liabilities 2013: $6,026Net Assets 2013: $42,5972013Assets 2014: $57,532Liabilities 2014: $7,394Net Assets 2014: $50,1382014Assets 2015: $55,245Liabilities 2015: $17,539Net Assets 2015: $37,7062015Assets 2016: $23,915Liabilities 2016: $4,620Net Assets 2016: $19,2952016Assets 2017: $130,366Liabilities 2017: $8,937Net Assets 2017: $121,4292017Assets 2018: $72,188Liabilities 2018: $6,0432018Assets 2019: $72,845Liabilities 2019: $10,372Net Assets 2019: $62,4732019Assets 2020: $55,477Liabilities 2020: $9,0292020Assets 2021: $105,007Liabilities 2021: $11,401Net Assets 2021: $93,6062021Assets 2022: $138,885Liabilities 2022: $8,860Net Assets 2022: $130,0252022Assets 2023: $155,003Liabilities 2023: $29,688Net Assets 2023: $125,3152023

Highlighted filing

2016

Assets$23,915
Liabilities$4,620
Net Assets$19,295

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $62,900Expenses 2010: $73,469Net Income 2010: -$10,5692010Revenue 2011: $86,366Expenses 2011: $87,165Net Income 2011: -$7992011Revenue 2012: $109,575Expenses 2012: $94,353Net Income 2012: $15,2222012Revenue 2013: $99,834Expenses 2013: $95,526Net Income 2013: $4,3082013Revenue 2014: $99,079Expenses 2014: $91,670Net Income 2014: $7,4092014Revenue 2015: $65,736Expenses 2015: $77,800Net Income 2015: -$12,0642015Revenue 2016: $94,789Expenses 2016: $113,872Net Income 2016: -$19,0832016Revenue 2017: $184,752Expenses 2017: $81,425Net Income 2017: $103,3272017Revenue 2018: $131,540Expenses 2018: $187,789Net Income 2018: -$56,2492018Revenue 2019: $106,912Expenses 2019: $110,295Net Income 2019: -$3,3832019Revenue 2020: $121,439Expenses 2020: $136,454Net Income 2020: -$15,0152020Revenue 2021: $157,964Expenses 2021: $110,996Net Income 2021: $46,9682021Revenue 2022: $188,562Expenses 2022: $146,919Net Income 2022: $41,6432022Revenue 2023: $215,911Expenses 2023: $218,551Net Income 2023: -$2,6402023

Highlighted filing

2016

Revenue$94,789
Expenses$113,872
Net Income-$19,083
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$94,789
Mission and Program Overview

Mission

Education - land management and growth

Program Services

DescriptionGrantsExpenses
HOSTED MEETINGS TO DISCUSS GROWTH MANAGEMENT AND PROTECTION OF FARMLAND AND HISTORICAL AREAS. PRESENTED INFORMATION TO PLANNERS AND TO THE GENERAL PUBLIC.-$77,482
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER P MUNDYAdministratoPT$55,765-$55,765
ARTHUR K MANN SRChairman-$0--
CHARLES F MILNER JRPresident-$0--
CAROL Y PHILLIPSVice-Preside-$0--
MICHAEL J ROWENTreasurer-$0--
RONALD T BAILEYDirector-$0--
JAMES L CORRIGANDirector-$0--
WILLIAM K EBEL JRDirector-$0--
SUSAN C ECKERTDirector-$0--
SIDNEY P MARLAN IIIDirector-$0--
DONALD K ROSEMAN JRDirector-$0--
CAROL S SIMPSONDirector-$0--
D MICHAEL WEAVERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Hourglass Foundation
EIN
23-2928408
Phone
7172950755
Address
104 WEST CHESTNUT STREET 3RD FL, LANCASTER, PA 17603

Signing Officer

Name
Michael J Rowen
Title
Treasurer
Phone
7172950755
Signed
2017-01-17
Discuss with paid preparer
Yes

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Laura a Bender CPA
Phone
7173930767
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses web site, internet 515 meetings and conferences 4,197 insurance 1,553 supplies 3,441 telephone 1,936 forums 14,480 small equipment 1,999 filing fees 158 dues and subscriptions 3,355 bank fees 500 miscellaneous 3 special programs - grants 5,025 non-investment depreciation 851 total 38,013

Form 990-ez, Part I, Line 20

Unrealized gain on marketable securities 672

Form 990-ez, Part II, Line 24

Accounts receivable 100 583 office equipment 8,499 8,200 less accumulated depreciation 6,133 6,878 marketable securities 2,825 6,222 prepaid expenses 14,238 2,238 total 19,529 10,365

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 10,214 4,620 deferred revenue 7,325 0

Raw XML Appendix187 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1255765
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CAROL S SIMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11D MICHAEL WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JENNIFER P MUNDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEB SITE, INTERNET 515 MEETINGS AND CONFERENCES 4,197 INSURANCE 1,553 SUPPLIES 3,441 TELEPHONE 1,936 FORUMS 14,480 SMALL EQUIPMENT 1,999 FILING FEES 158 DUES AND SUBSCRIPTIONS 3,355 BANK FEES 500 MISCELLANEOUS 3 SPECIAL PROGRAMS - GRANTS 5,025 NON-INVESTMENT DEPRECIATION 851 TOTAL 38,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON MARKETABLE SECURITIES 672
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 100 583 OFFICE EQUIPMENT 8,499 8,200 LESS ACCUMULATED DEPRECIATION 6,133 6,878 MARKETABLE SECURITIES 2,825 6,222 PREPAID EXPENSES 14,238 2,238 TOTAL 19,529 10,365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 10,214 4,620 DEFERRED REVENUE 7,325 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum07172950755
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ReturnHeader/Filer/EIN0232928408
ReturnHeader/Filer/PhoneNum07172950755
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ReturnHeader/PreparerPersonGrp/PhoneNum07173930767
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A BENDER CPA
ReturnHeader/ReturnTs02017-01-17T10:52:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.55$0.30$1.25$2.16$2.19$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.09$1.30$1.89$1.47$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.11$0.94$1.58$1.11$0.47
2020Summary only. Only limited summary data is available for this year.$0.55$0.09$1.21$1.36$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.10$0.62$1.07$1.10$0.03
2018Summary only. Only limited summary data is available for this year.$0.72$0.06$1.32$1.88$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.09$1.21$1.85$0.81$1.03
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.05$0.19$0.95$1.14$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.18$0.38$0.66$0.78$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.07$0.50$0.99$0.92$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.06$0.43$1.00$0.96$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.12$0.37$1.10$0.94$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.08$0.22$0.86$0.87$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.08$0.23$0.63$0.73$0.11