Civic Intelligence

Lycoming Foundation

990 • Fiscal year 2017 • EIN 23-6391089

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 26, 2018

Organization ProfileN/A
2450 East Third StWilliamsport, PA 17701

(570) 326-9801

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.09x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Asset Growth

51st percentile

7.7%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

47%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$10,567,705

Up $752,310 (+7.7%) from 2016

Net Assets

Up

$10,521,830

Up $767,310 (+7.9%) from 2016

Liabilities

Down

$45,875

Down $15,000 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin81st percentile

Revenue

Up

$523,398

Up $167,539 (+47%) from 2016

Expenses

Up

$422,952

Up $27,720 (+7.0%) from 2016

Net Income

Up

$100,446

Up $139,819 (+355%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$15M$10M$5.0M$0Assets 2013: $9,533,410Liabilities 2013: $850Net Assets 2013: $9,532,5602013Assets 2014: $9,679,315Liabilities 2014: $5,350Net Assets 2014: $9,673,9652014Assets 2016: $9,815,395Liabilities 2016: $60,875Net Assets 2016: $9,754,5202016Assets 2017: $10,567,705Liabilities 2017: $45,875Net Assets 2017: $10,521,8302017Assets 2018: $9,972,522Liabilities 2018: $30,875Net Assets 2018: $9,941,6472018Assets 2019: $11,331,815Liabilities 2019: $15,875Net Assets 2019: $11,315,9402019Assets 2020: $12,185,318Liabilities 2020: $545,167Net Assets 2020: $11,640,1512020Assets 2021: $13,265,035Liabilities 2021: $371,167Net Assets 2021: $12,893,8682021Assets 2022: $11,495,664Liabilities 2022: $191,167Net Assets 2022: $11,304,4972022Assets 2023: $12,654,473Liabilities 2023: $895Net Assets 2023: $12,653,5782023Assets 2024: $13,840,612Liabilities 2024: $895Net Assets 2024: $13,839,7172024

Highlighted filing

2017

Assets$10,567,705
Liabilities$45,875
Net Assets$10,521,830
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $479,838Expenses 2013: $63,834Net Income 2013: $416,0042013Revenue 2014: $540,166Expenses 2014: $273,008Net Income 2014: $267,1582014Revenue 2016: $355,859Expenses 2016: $395,232Net Income 2016: -$39,3732016Revenue 2017: $523,398Expenses 2017: $422,952Net Income 2017: $100,4462017Revenue 2018: $350,260Expenses 2018: $227,465Net Income 2018: $122,7952018Revenue 2019: $411,937Expenses 2019: $228,151Net Income 2019: $183,7862019Revenue 2020: $354,485Expenses 2020: $856,318Net Income 2020: -$501,8332020Revenue 2021: $726,868Expenses 2021: $90,154Net Income 2021: $636,7142021Revenue 2022: $475,603Expenses 2022: $82,189Net Income 2022: $393,4142022Revenue 2023: $456,259Expenses 2023: $91,388Net Income 2023: $364,8712023Revenue 2024: $703,067Expenses 2024: $120,872Net Income 2024: $582,1952024

Highlighted filing

2017

Revenue$523,398
Expenses$422,952
Net Income$100,446
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 26, 2018
Return Version
2017v2.3
Gross Receipts
$523,398
Mission and Program Overview

Mission

The organization makes loans through a revolving loan fund, to promote lycoming county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,755,461$7,552,702▲ $797,241
Investments Program Related$2,567,447$2,181,624▼ $385,823
Savings and Temporary Cash Investments$491,373$832,266▲ $340,893
Prepaid Expenses and Deferred Charges$1,114$1,113▼ $1
Total Assets$9,815,395$10,567,705▲ $752,310
Liabilities
Grants Payable$60,000$45,000▼ $15,000
Accounts Payable and Accrued Expenses$875$875→ $0
Total Liabilities$60,875$45,875▼ $15,000
Net Assets / Fund Balance
Unrestricted Net Assets$9,754,520$10,521,830▲ $767,310
Total Net Assets Fund Balance$9,754,520$10,521,830▲ $767,310
Total Liabilities and Net Assets / Fund Balance$9,815,395$10,567,705▲ $752,310

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$-58,912--
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
Joseph RiderPresident
Carol SavoyTrustee
Dennis P BeckTrustee
James E DouthatTrustee
Jerry WertzTrustee
Raymond MarshalekTrustee
Robert B WayneTrustee
Robert CrockettTrustee
Robert PursellTrustee
Robert WalkerTrustee
William a HodrickTrustee
Ruth CroyleSecretary
Peter S BowerTreasurer
Thomas B BurkholderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$86,016
Investment Income
$437,382
Other Revenue
$0
Change in Net Assets
$100,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$523,398
Revenue Not Reported on Form 990
$666,864
Total Revenue per Audited Statements
$1,190,262
Total Revenue per Form 990
$523,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$350,000
Other Expenses$72,952
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$350,000--$350,000
Fees for Service Investment Mgmnt Fees$59,181--$59,181
Fees for Services Other$2,521$9,911-$12,432
Insurance-$1,339-$1,339
Total Functional Expenses$411,702$11,250$0$422,952

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$422,952
Total Expenses per Audited Statements$422,952
Total Expenses per Form 990$422,952
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Fund for Nfp Grants$350,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed with the board president prior to filing. At his determination it is reviewed at the board of trustee's meeting before or after filing. At all times it is available for any trustee's inspection.”

Form 990, Page 6, Part VI, Line 15A

“This entity has no employees”

Form 990, Page 6, Part VI, Line 19

“Avaiable upon written request if deemed acceptable by board of trustees”

Filing and Contact Details

Filer

Filer Name
Lycoming Foundation
EIN
23-6391089
Phone
5703269801
Address
2450 EAST THIRD ST, WILLIAMSPORT, PA 17701

Signing Officer

Name
Joseph Rider
Title
President
Phone
5703269801
Signed
2018-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Rider
Formed
1955
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Gearhart Wienecke & Verrastro Pc
Address
800 W 4TH ST STE 101, WILLIAMSPORT, PA 17701-7200
Preparer
Terry L Johnson
Phone
5703221544
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“All officers and trustees donate time, professional skills to the organization. Other volunteers assist from time to time.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED WITH THE BOARD PRESIDENT PRIOR TO FILING. AT HIS DETERMINATION IT IS REVIEWED AT THE BOARD OF TRUSTEE'S MEETING BEFORE OR AFTER FILING. AT ALL TIMES IT IS AVAILABLE FOR ANY TRUSTEE'S INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ENTITY HAS NO EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAIABLE UPON WRITTEN REQUEST IF DEEMED ACCEPTABLE BY BOARD OF TRUSTEES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/FilingSecurityInformation/IPTm016:28:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474766528
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEARHART WIENECKE & VERRASTRO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 W 4TH ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum05703221544
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY L JOHNSON
ReturnHeader/ReturnTs02018-08-01T17:28:38-04:00
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ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,567,705
Liabilities
$45,875
Net assets
$10,521,830
Revenue
$523,398
Expenses
$422,952
Net income
$100,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.70$0.12$0.58
2023Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.46$0.09$0.36
2022Detailed filing. Detailed filing data is available for this year.$11.5$0.19$11.3$0.48$0.08$0.39
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.37$12.9$0.73$0.09$0.64
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.55$11.6$0.35$0.86$0.50
2019Detailed filing. Detailed filing data is available for this year.$11.3$0.02$11.3$0.41$0.23$0.18
2018Detailed filing. Detailed filing data is available for this year.$9.97$0.03$9.94$0.35$0.23$0.12
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.05$10.5$0.52$0.42$0.10
2016Detailed filing. Detailed filing data is available for this year.$9.82$0.06$9.75$0.36$0.40$0.04
2014Detailed filing. Detailed filing data is available for this year.$9.68$0.01$9.67$0.54$0.27$0.27
2013Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.48$0.06$0.42