Civic Intelligence

Lancaster Dollars for Higher Learning

990 • Fiscal year 2019 • EIN 23-6414300

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 13, 2020

Organization ProfileWWW.LANCDOLLARS.ORG
313 W Liberty St Ste 343Lancaster, PA 17603

(717) 397-7920

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.03x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

15th percentile

-16%

Higher net margin than 15% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$40,123

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

34th percentile

-0.5%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-74%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$5,729,421

Up $579,861 (+11%) from 2017

Net Assets

Up

$5,722,099

Up $576,849 (+11%) from 2017

Liabilities

Up

$7,322

Up $3,012 (+70%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin15th percentile

Revenue

Down

$259,674

Down $22,732 (-8.0%) from 2017

Expenses

Down

$301,137

Down $20,309 (-6.3%) from 2017

Net Income

Down

-$41,463

Down $2,423 (-6.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,509,248Liabilities 2010: $857Net Assets 2010: $5,508,3912010Assets 2011: $5,685,916Liabilities 2011: $470Net Assets 2011: $5,685,4462011Assets 2012: $5,838,879Liabilities 2012: $0Net Assets 2012: $5,838,8792012Assets 2015: $5,196,658Liabilities 2015: $7,453Net Assets 2015: $5,189,2052015Assets 2016: $5,192,040Liabilities 2016: $5,501Net Assets 2016: $5,186,5392016Assets 2017: $5,149,560Liabilities 2017: $4,310Net Assets 2017: $5,145,2502017Assets 2019: $5,729,421Liabilities 2019: $7,322Net Assets 2019: $5,722,0992019Assets 2020: $5,824,401Liabilities 2020: $2,861Net Assets 2020: $5,821,5402020Assets 2021: $6,218,329Liabilities 2021: $897Net Assets 2021: $6,217,4322021Assets 2022: $5,692,827Liabilities 2022: $2,028Net Assets 2022: $5,690,7992022

Highlighted filing

2019

Assets$5,729,421
Liabilities$7,322
Net Assets$5,722,099
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KExpenses 2010: $51,5812010Expenses 2011: $59,7832011Expenses 2012: $122,5062012Revenue 2015: $278,825Expenses 2015: $264,812Net Income 2015: $14,0132015Revenue 2016: $318,238Expenses 2016: $324,859Net Income 2016: -$6,6212016Revenue 2017: $282,406Expenses 2017: $321,446Net Income 2017: -$39,0402017Revenue 2019: $259,674Expenses 2019: $301,137Net Income 2019: -$41,4632019Revenue 2020: $269,351Expenses 2020: $176,718Net Income 2020: $92,6332020Revenue 2021: $328,816Expenses 2021: $225,677Net Income 2021: $103,1392021Revenue 2022: $398,162Expenses 2022: $281,840Net Income 2022: $116,3222022

Highlighted filing

2019

Revenue$259,674
Expenses$301,137
Net Income-$41,463
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 13, 2020
Return Version
2018v3.2
Gross Receipts
$811,638
Mission and Program Overview

Mission

The mission of the organization is to help full-time college students achieve their goals by providing interest-free tuition loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,821,645$3,632,219▼ $189,426
Investments in Publicly Traded Securities$1,026,981$1,644,113▲ $617,132
Cash and Non-Interest-Bearing Accounts$134,312$227,216▲ $92,904
Savings and Temporary Cash Investments$761,363$214,219▼ $547,144
Prepaid Expenses and Deferred Charges$11,541$9,112▼ $2,429
Intangible Assets$3,000$2,167▼ $833
Total Assets$5,759,217$5,729,421▼ $29,796
Other Assets Total$375$375→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,661$7,322▲ $1,661
Total Liabilities$5,661$7,322▲ $1,661
Net Assets / Fund Balance
Unrestricted Net Assets$4,996,604$4,965,877▼ $30,727
Temporarily Rstr Net Assets$756,952$756,222▼ $730
Total Net Assets Fund Balance$5,753,556$5,722,099▼ $31,457
Total Liabilities and Net Assets / Fund Balance$5,759,217$5,729,421▼ $29,796

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$3,632,219--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christie M LivengoodExec Director ThrFT$40,123$40,123

Board Members and Trustees

NameTitle
James LeePresident
Aaron MarinesBoard Member
Cindy UrbanBoard Member
Jean BednarskiBoard Member
Jonas KennedyBoard Member
Madelyn BuckwalterBoard Member
Samantha EckBoard Member
Joe FranzeAsst. Treasu
Cathy KettermanSecretary
Mark NewkirkTreasurer
Paul FazziniVP- Pres Ele
Revenue and Support

Revenue Composition

Contributions and Grants
$43,509
Program Service Revenue
$159,995
Investment Income
$55,060
Other Revenue
$1,110
All Other Contributions
$43,509
Change in Net Assets
$-41,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$210,206
Salaries, Compensation, and Employee Benefits$90,931
Total Fundraising Expense$24,485
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$50,940--$50,940
Information Technology$35,446--$35,446
Current Officers, Directors, Trustees, and Key Employees$9,732$6,488$16,219$32,439
Office Expenses$19,952-$5,954$25,906
Fees for Services Accounting-$17,000-$17,000
Payroll Taxes$5,596$559$1,397$7,552
Occupancy$2,743$915$915$4,573
Fees for Service Investment Mgmnt Fees-$4,226-$4,226
Insurance$3,612--$3,612
Fees for Services Other-$1,250-$1,250
Other Expenses$1,203--$1,203
Depreciation Depletion-$833-$833
All Other Expenses$745--$745
Advertising$595--$595
Total Functional Expenses$245,381$31,271$24,485$301,137
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
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
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 treasurer of the organization reviews the form 990 before processing.”

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

“The board votes on and approves any salary or pay raise.”

Form 990, Page 6, Part VI, Line 19

“All governing documents, policies, and financial statements are available upon request. The 990 return can be also viewed on guidestar's website.”

Filing and Contact Details

Filer

Filer Name
Lancaster Dollars for Higher
EIN
23-6414300
Phone
7173977920
Address
313 W LIBERTY ST STE 343, LANCASTER, PA 17603

Signing Officer

Name
James Lee
Title
President
Phone
7173977920
Signed
2020-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lee
Formed
1961
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
9

Preparer

Firm
Simon Lever LLC
Address
147 W AIRPORT RD, LITITZ, PA 17543
Preparer
Rebecca Walck
Phone
7175697081
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IRS990/PYProgramServiceRevenueAmt0147207
IRS990/PYRevenuesLessExpensesAmt0613172
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATAION RECEIVED ONE LARGE CONTRIBUTION TOTALLING 757,274 FROM AN UNRELATED CHARITABLE TRUST IN YEAR 2017. LARGE CONTRIBUTIONS WERE ALSO RECEIVED FROM THIS TRUST IN YEAR 2016 (66,028), YEAR 2015 (67,098), AND YEAR 2014 (70,005). ALTHOUGH TOTAL DONATIONS IN THE CURRENT YEAR WERE 43,509, THEY REPRESENTED APPROXIMATELY 178 DIFFERENT DONORS. THE ORGANIZATION RECEIVES MORE THAN 10% OF ITS SUPPORT FROM THE UNRELATED PUBLIC, BUT DUE TO THE LARGE DOLLAR AMOUNT OF THE CHARITABLE TRUSTS'S GIFTS,AND THE FACT THE ORGANIZATION IS IN THE PROCESS OF BUILDING UP ITS DONOR BASE IN TERMS OF DOLLAR VOLUME AND AMOUNT OF CONTRIBUTORS, THE 33 1/3% PUBLIC CHARITY TEST WAS NOT MET. ALL MONIES RECEIVED ARE USED FOR INTEREST FREE LOANS FOR COLLEGE TUITON. THE PROGRAM IS ADVERTISED TO THE PUBLIC IN THE LANCASTER COUNTY AREA AND APPLICATIONS ARE SUBMITTED TO THE GOVERNING BODY WHICH REPRESENTS THE BROAD INTEREST OF THE PUBLIC. THE CURRENT PROGRAM LOANS BALANCE REPRESENTS APPROXIMIATELY 1,500 DIFFERENT INDIVIDUALS WHO HAVE BENEFITED FROM THE INTEREST FREE LOANS. THE ORGANIZATION IS OPERATED TO ATTRACT NEW PUBLIC AND GOVERNMENTAL SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 4,316
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATAION RECEIVED ONE LARGE CONTRIBUTION TOTALLING 757,274 FROM AN UNRELATED CHARITABLE TRUST IN YEAR 2017. LARGE CONTRIBUTIONS WERE ALSO RECEIVED FROM THIS TRUST IN YEAR 2016 (66,028), YEAR 2015 (67,098), AND YEAR 2014 (70,005). ALTHOUGH TOTAL DONATIONS IN THE CURRENT YEAR WERE 43,509, THEY REPRESENTED APPROXIMATELY 178 DIFFERENT DONORS. THE ORGANIZATION RECEIVES MORE THAN 10% OF ITS SUPPORT FROM THE UNRELATED PUBLIC, BUT DUE TO THE LARGE DOLLAR AMOUNT OF THE CHARITABLE TRUSTS'S GIFTS,AND THE FACT THE ORGANIZATION IS IN THE PROCESS OF BUILDING UP ITS DONOR BASE IN TERMS OF DOLLAR VOLUME AND AMOUNT OF CONTRIBUTORS, THE 33 1/3% PUBLIC CHARITY TEST WAS NOT MET. ALL MONIES RECEIVED ARE USED FOR INTEREST FREE LOANS FOR COLLEGE TUITON. THE PROGRAM IS ADVERTISED TO THE PUBLIC IN THE LANCASTER COUNTY AREA AND APPLICATIONS ARE SUBMITTED TO THE GOVERNING BODY WHICH REPRESENTS THE BROAD INTEREST OF THE PUBLIC. THE CURRENT PROGRAM LOANS BALANCE REPRESENTS APPROXIMIATELY 1,500 DIFFERENT INDIVIDUALS WHO HAVE BENEFITED FROM THE INTEREST FREE LOANS. THE ORGANIZATION IS OPERATED TO ATTRACT NEW PUBLIC AND GOVERNMENTAL SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt043509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0821710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0119002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0150865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0109477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01244563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016946
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08614
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0129546
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0765883
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01110
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01036
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0150
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01360
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04316
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.22610
IRS990ScheduleA/PublicSupportPY170Pct00.22170
IRS990ScheduleA/PublicSupportTotal170Amt0311727
IRS990ScheduleA/SubstantialContributorsTotAmt0932836
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt043509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0821710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0119002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0150865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0109477
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01244563
IRS990ScheduleA/TotalSupportAmt01378461
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt036
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt036
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03632219
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0STUDENT LOANS RECEIVABLE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueProgramRltdAmt03632219
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER OF THE ORGANIZATION REVIEWS THE FORM 990 BEFORE PROCESSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD VOTES ON AND APPROVES ANY SALARY OR PAY RAISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE 990 RETURN CAN BE ALSO VIEWED ON GUIDESTAR'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt043509
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024485
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031271
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0245381
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301137
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05661
IRS990/TotalLiabilitiesEOYAmt07322
IRS990/TotalLiabilitiesGrp/BOYAmt05661
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05753556
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IRS990/TotalProgramServiceExpensesAmt0245381
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IRS990/TotalReportableCompFromOrgAmt040123
IRS990/TotalRevenueGrp/ExclusionAmt056170
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0159995
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0259674
IRS990/TotalVolunteersCnt09
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0313 W LIBERTY ST 343
IRS990/USAddress/CityNm0LANCASTER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017603
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.LANCDOLLARS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LEE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,729,421
Liabilities
$7,322
Net assets
$5,722,099
Revenue
$259,674
Expenses
$301,137
Net income
-$41,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.00$5.69$0.40$0.28$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$0.00$6.22$0.33$0.23$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.27$0.18$0.09
2019Detailed filing. Detailed filing data is available for this year.$5.73$0.01$5.72$0.26$0.30$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.28$0.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$5.19$0.01$5.19$0.32$0.32$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.20$0.01$5.19$0.28$0.26$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.00$5.84$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.00$5.69$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.00$5.51$0.05