Civic Intelligence

Pfahler Foundation

990 • Fiscal year 2013 • EIN 23-6295011

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 17, 2014

2100 Spring Garden Street19130

(215) 563-5343

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-71%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

79th percentile

$117,839

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 94.3% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

62nd percentile

6.2%

Faster asset growth than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,947,419

Up $114,015 (+6.2%) from 2012

Net Assets

Up

$1,903,596

Up $95,128 (+5.3%) from 2012

Liabilities

Up

$43,823

Up $18,887 (+76%) from 2012

Revenue

$125,017

No earlier filing loaded for comparison.

Expenses

Up

$213,641

Up $8,297 (+4.0%) from 2012

Net Income

-$88,624

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,969,215Liabilities 2010: $23,195Net Assets 2010: $1,946,0202010Assets 2011: $1,876,649Liabilities 2011: $47,959Net Assets 2011: $1,828,6902011Assets 2012: $1,833,404Liabilities 2012: $24,936Net Assets 2012: $1,808,4682012Assets 2013: $1,947,419Liabilities 2013: $43,823Net Assets 2013: $1,903,5962013Assets 2014: $1,841,063Liabilities 2014: $27,150Net Assets 2014: $1,813,9132014Assets 2015: $1,583,053Liabilities 2015: $17,623Net Assets 2015: $1,565,4302015Assets 2016: $1,701,823Liabilities 2016: $44,569Net Assets 2016: $1,657,2542016Assets 2017: $1,848,610Liabilities 2017: $58,068Net Assets 2017: $1,790,5422017Assets 2018: $1,667,330Liabilities 2018: $67,687Net Assets 2018: $1,599,6432018Assets 2019: $1,910,862Liabilities 2019: $98,879Net Assets 2019: $1,811,9832019Assets 2020: $2,112,903Liabilities 2020: $123,441Net Assets 2020: $1,989,4622020Assets 2021: $2,338,860Liabilities 2021: $25,260Net Assets 2021: $2,313,6002021Assets 2022: $1,917,743Liabilities 2022: $0Net Assets 2022: $1,917,7432022Assets 2023: $2,155,095Liabilities 2023: $36,175Net Assets 2023: $2,118,9202023Assets 2024: $2,346,501Liabilities 2024: $81,898Net Assets 2024: $2,264,6032024

Highlighted filing

2013

Assets$1,947,419
Liabilities$43,823
Net Assets$1,903,596

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $204,1412010Expenses 2011: $205,3122011Expenses 2012: $205,3442012Revenue 2013: $125,017Expenses 2013: $213,641Net Income 2013: -$88,6242013Revenue 2014: $159,695Expenses 2014: $213,656Net Income 2014: -$53,9612014Revenue 2015: $107,699Expenses 2015: $217,673Net Income 2015: -$109,9742015Revenue 2016: $71,594Expenses 2016: $51,192Net Income 2016: $20,4022016Revenue 2017: $178,928Expenses 2017: $142,801Net Income 2017: $36,1272017Revenue 2018: $118,618Expenses 2018: $130,542Net Income 2018: -$11,9242018Revenue 2019: $181,830Expenses 2019: $144,241Net Income 2019: $37,5892019Revenue 2020: $92,289Expenses 2020: $37,955Net Income 2020: $54,3342020Revenue 2021: $323,210Expenses 2021: $42,726Net Income 2021: $280,4842021Revenue 2022: $125,509Expenses 2022: $54,695Net Income 2022: $70,8142022Revenue 2023: $177,257Expenses 2023: $127,358Net Income 2023: $49,8992023Revenue 2024: $190,343Expenses 2024: $158,822Net Income 2024: $31,5212024

Highlighted filing

2013

Revenue$125,017
Expenses$213,641
Net Income-$88,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 17, 2014
Return Version
2013v3.0
Gross Receipts
$482,992
Mission and Program Overview

Mission

Promoting of public welfare in the field of medicine.

Promoting of public welfare in the field of medicine

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,810,571$1,930,383▲ $119,812
Cash and Non-Interest-Bearing Accounts$18,955$13,575▼ $5,380
Accounts Receivable$3,878$3,461▼ $417
Total Assets$1,833,404$1,947,419▲ $114,015
Liabilities
Accounts Payable and Accrued Expenses$24,936$43,823▲ $18,887
Total Liabilities$24,936$43,823▲ $18,887
Net Assets / Fund Balance
Unrestricted Net Assets$1,808,468$1,903,596▲ $95,128
Total Net Assets Fund Balance$1,808,468$1,903,596▲ $95,128
Total Liabilities and Net Assets / Fund Balance$1,833,404$1,947,419▲ $114,015
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark C AusterberryExecutive DirectorPT$9,240$108,599$117,839
Tanya W SiletskyDirector-$1,840-$1,840
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$125,017
Other Revenue
$0
Change in Net Assets
$-88,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$175,000
Other Expenses$21,489
Salaries, Compensation, and Employee Benefits$17,152
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,000--$175,000
Fees for Service Investment Mgmnt Fees-$14,371-$14,371
Current Officers, Directors, Trustees, and Key Employees-$11,080-$11,080
Other Salaries and Wages-$6,072-$6,072
Fees for Services Accounting-$5,300-$5,300
Insurance-$1,732-$1,732
Office Expenses-$86-$86
Total Functional Expenses$175,000$38,641$0$213,641
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-0969360-501 (c) 6To Help Promote Public Welfare in the Field of Public Medicine$175,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 11

The tax return is reviewed by the budget and finance comittee. A final copy of the form 990 is made available to all board members for their review before the return is filed.

Form 990, Part VI, Section B, Line 12C

Members of the board and key employees are required annually to express in writing compliance with this policy.

Form 990, Part VI, Section C, Line 18

The organization makes its 990 availiable upon request.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents or financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
23-6295011
Phone
2155635343

Signing Officer

Name
Mark Austerberry
Title
Executive Director
Phone
2155635343
Signed
2014-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Austerberry
Formed
1960
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Preparer
Steve Rosa CPA
Phone
2156433900
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation has qualified with the internal revenue service as exempt from income tax under section 501(c)(3) of the internal revenue code. The foundation follows the income tax standard for uncertain tax positions. The application of the standard had no effect on the net assets of the foundation as it is not aware of any uncertain tax positions. The foundation's 2010, 2011, and 2012 tax years are open for examination by the irs.

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IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0230969360
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)6
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0175000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10PHILADELPHIA COUNTY MEDICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0175000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS QUALIFIED WITH THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAD NO EFFECT ON THE NET ASSETS OF THE FOUNDATION AS IT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. THE FOUNDATION'S 2010, 2011, AND 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0175000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) 6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP PROMOTE PUBLIC WELFARE IN THE FIELD OF PUBLIC MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10PHILADELPHIA COUNTY MEDICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0230969360
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102100 SPRING GARDEN STREET
IRS990ScheduleI/RecipientTable/USAddress/City0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode019130
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MINUTES ARE KEPT ANNUALLY THAT RECORDS WHICH ORGANIZATION WILL RECEIVE A GRANT AND HOW MUCH IT WILL BE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE BUDGET AND FINANCE COMITTEE. A FINAL COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO EXPRESS IN WRITING COMPLIANCE WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS 990 AVAILIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10PHILADELPHIA COUNTY MEDICAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230969360
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C) (6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE MEDICAL PROFESSIONALS WITH EDUCATIONAL SEMINARS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102100 SPRING GARDEN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode019130
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01833404
IRS990/TotalAssetsEOYAmt01947419
IRS990/TotalAssetsGrp/BOYAmt01833404
IRS990/TotalAssetsGrp/EOYAmt01947419
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038641
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024936
IRS990/TotalLiabilitiesEOYAmt043823
IRS990/TotalLiabilitiesGrp/BOYAmt024936
IRS990/TotalLiabilitiesGrp/EOYAmt043823
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01808468
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01903596
IRS990/TotalOtherCompensationAmt05611
IRS990/TotalProgramServiceExpensesAmt0175000
IRS990/TotalReportableCompFromOrgAmt011080
IRS990/TotalRevenueGrp/ExclusionAmt0125017
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125017
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01833404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01947419
IRS990/TotReportableCompRltdOrgAmt0102988
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01808468
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01903596
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102100 SPRING GARDEN STREET
IRS990/USAddress/City0PHILADELPHIA
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode019130
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.08$2.26$0.19$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.12$0.18$0.13$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.05$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.03$2.31$0.32$0.04$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.12$1.99$0.09$0.04$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.10$1.81$0.18$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.07$1.60$0.12$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.06$1.79$0.18$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.04$1.66$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.02$1.57$0.11$0.22$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.81$0.16$0.21$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.04$1.90$0.13$0.21$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.02$1.81$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.05$1.83$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.02$1.95$0.20