Civic Intelligence

West Chester University Foundation

990T • Fiscal year 2024 • EIN 23-3054174

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 20, 2025

Organization ProfileWWW.WCUFOUNDATION.ORG

View Organization Page

202 Carter DriveWest Chester, PA 19382

(610) 436-2868

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $8,447,108Liabilities 2010: $645,415Net Assets 2010: $7,801,6932010Assets 2011: $10,605,384Liabilities 2011: $588,565Net Assets 2011: $10,016,8192011Assets 2012: $16,853,184Liabilities 2012: $2,849,069Net Assets 2012: $14,004,1152012Assets 2013: $19,851,090Liabilities 2013: $2,929,848Net Assets 2013: $16,921,2422013Assets 2014: $24,459,246Liabilities 2014: $4,286,393Net Assets 2014: $20,172,8532014Assets 2015: $29,495,183Liabilities 2015: $4,568,283Net Assets 2015: $24,926,9002015Assets 2016: $31,784,800Liabilities 2016: $3,979,795Net Assets 2016: $27,805,0052016Assets 2017: $38,935,889Liabilities 2017: $5,405,551Net Assets 2017: $33,530,3382017Assets 2018: $42,923,176Liabilities 2018: $5,421,558Net Assets 2018: $37,501,6182018Assets 2019: $47,573,034Liabilities 2019: $5,070,162Net Assets 2019: $42,502,8722019Assets 2020: $45,390,669Liabilities 2020: $3,869,474Net Assets 2020: $41,521,1952020Assets 2021: $53,929,586Liabilities 2021: $4,380,222Net Assets 2021: $49,549,3642021Assets 2022: $52,679,195Liabilities 2022: $3,605,914Net Assets 2022: $49,073,2812022Assets 2023: $56,039,087Liabilities 2023: $2,726,299Net Assets 2023: $53,312,7882023Assets 2024: $65,719,791Liabilities 2024: $2,552,339Net Assets 2024: $63,167,4522024

Latest loaded filing

2024

Assets$65,719,791
Liabilities$2,552,339
Net Assets$63,167,452
Open 2024 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,913,0092010Expenses 2011: $4,564,7192011Expenses 2012: $5,204,5762012Expenses 2013: $5,921,3952013Revenue 2014: $8,191,288Expenses 2014: $7,355,053Net Income 2014: $836,2352014Revenue 2015: $8,679,917Expenses 2015: $6,893,572Net Income 2015: $1,786,3452015Revenue 2016: $9,455,835Expenses 2016: $9,236,200Net Income 2016: $219,6352016Revenue 2017: $13,029,459Expenses 2017: $8,439,806Net Income 2017: $4,589,6532017Revenue 2018: $13,003,863Expenses 2018: $9,485,538Net Income 2018: $3,518,3252018Revenue 2019: $13,358,707Expenses 2019: $8,851,861Net Income 2019: $4,506,8462019Revenue 2020: $7,598,847Expenses 2020: $8,671,494Net Income 2020: -$1,072,6472020Revenue 2021: $11,478,088Expenses 2021: $7,399,934Net Income 2021: $4,078,1542021Revenue 2022: $16,709,922Expenses 2022: $9,844,910Net Income 2022: $6,865,0122022Revenue 2023: $11,826,604Expenses 2023: $10,635,593Net Income 2023: $1,191,0112023Revenue 2024: $18,615,160Expenses 2024: $12,067,493Net Income 2024: $6,547,6672024

Latest loaded filing

2024

Revenue$18,615,160
Expenses$12,067,493
Net Income$6,547,667
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 20, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

The foundation was formed to promote the charitable, scientific, and educational interests of west chester university. The foundation achieves this by soliciting funds and other property in accordance with priorities established by the university.

Filing and Contact Details

Filer

Filer Name
West Chester University Foundation
EIN
23-3054174
Phone
6104362868
Address
202 CARTER DRIVE, WEST CHESTER, PA 19382

Signing Officer

Name
Chris Gerenza
Title
CFO
Phone
6104362868
Signed
2025-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix141 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0CHRIS GERENZA CFO
IRS990T/BooksInCareOfDetail/PhoneNum06104362534
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0202 CARTER DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WEST CHESTER
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019382
IRS990T/BookValueAssetsEOYAmt065719791
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt012
IRS990T/ExtsnRequestIncomeTaxPaidAmt04700
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01810
IRS990T/OverpaymentSection/OverpaymentAmt01810
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0919
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/PriorYearOverpaymentCreditAmt0125
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0N/A
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt0790
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt03935
IRS990TScheduleA/OtherIncomeAmt04922
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/PrincipalBusinessActivityCd1531390
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0202 CARTER DRIVE
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0WEST CHESTER
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0PA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd019382
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt03935
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt015103
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt04922
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt115103
IRS990TScheduleA/TotUnrltTrdBusIncmAmt04922
IRS990TScheduleA/TotUnrltTrdBusIncmAmt115103
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0CATERING EVENTS
IRS990TScheduleA/TradeOrBusinessDesc1INCOME FROM PASS-THROUGH ENTITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0987
IRS990TScheduleA/UBIBeforeNOLDedAmt115103
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0197
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt115103
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0202 CARTER DRIVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0WEST CHESTER
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0PA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd019382
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt03003
IRS990T/TaxLessCreditsAmt03003
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04825
IRS990T/TotalTaxAmt03003
IRS990T/TotalTaxComputationAmt03003
IRS990T/TotalUBTIAmt014300
IRS990T/TotalUBTIBeforeNOLSpecificAmt015300
IRS990T/TotalUBTIBeforeSection199AAmt015300
IRS990T/TotalUBTIComputedAmt015300
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS GERENZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06104362868
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST CHESTER UNIVERSITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0233054174
ReturnHeader/Filer/PhoneNum06104362868
ReturnHeader/Filer/USAddress/AddressLine1Txt0202 CARTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019382
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/ReturnTs02025-03-21T06:02:09-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.7$2.55$63.2$18.6$12.1$6.55
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$56.0$2.73$53.3$11.8$10.6$1.19
2022Detailed filing. Detailed filing data is available for this year.$52.7$3.61$49.1$16.7$9.84$6.87
2021Detailed filing. Detailed filing data is available for this year.$53.9$4.38$49.5$11.5$7.40$4.08
2020Detailed filing. Detailed filing data is available for this year.$45.4$3.87$41.5$7.60$8.67$1.07
2019Detailed filing. Detailed filing data is available for this year.$47.6$5.07$42.5$13.4$8.85$4.51
2018Detailed filing. Detailed filing data is available for this year.$42.9$5.42$37.5$13.0$9.49$3.52
2017Detailed filing. Detailed filing data is available for this year.$38.9$5.41$33.5$13.0$8.44$4.59
2016Detailed filing. Detailed filing data is available for this year.$31.8$3.98$27.8$9.46$9.24$0.22
2015Detailed filing. Detailed filing data is available for this year.$29.5$4.57$24.9$8.68$6.89$1.79
2014Detailed filing. Detailed filing data is available for this year.$24.5$4.29$20.2$8.19$7.36$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$2.93$16.9$5.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$2.85$14.0$5.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.59$10.0$4.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.45$0.65$7.80$3.91