Civic Intelligence

Lancaster County Foundation

990 • Fiscal year 2013 • EIN 23-6419120

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

24 West King Street Suite 20117603

(717) 397-1629

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

48th percentile

$161,577

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M 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

$24,265,873

Up $4,170,153 (+21%) from 2012

Net Assets

Up

$24,265,873

Up $4,170,153 (+21%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$3,744,979

No earlier filing loaded for comparison.

Expenses

Up

$1,647,457

Up $171,624 (+12%) from 2012

Net Income

$2,097,522

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.

$40M$30M$20M$10M$0Assets 2010: $19,339,547Liabilities 2010: $0Net Assets 2010: $19,339,5472010Assets 2011: $18,245,064Liabilities 2011: $0Net Assets 2011: $18,245,0642011Assets 2012: $20,095,720Liabilities 2012: $0Net Assets 2012: $20,095,7202012Assets 2013: $24,265,873Liabilities 2013: $0Net Assets 2013: $24,265,8732013Assets 2014: $24,171,809Liabilities 2014: $0Net Assets 2014: $24,171,8092014Assets 2015: $22,649,128Liabilities 2015: $0Net Assets 2015: $22,649,1282015Assets 2016: $23,042,811Liabilities 2016: $0Net Assets 2016: $23,042,8112016Assets 2017: $25,397,877Liabilities 2017: $0Net Assets 2017: $25,397,8772017Assets 2018: $22,482,764Liabilities 2018: $0Net Assets 2018: $22,482,7642018Assets 2019: $25,644,868Liabilities 2019: $0Net Assets 2019: $25,644,8682019Assets 2020: $27,897,144Liabilities 2020: $0Net Assets 2020: $27,897,1442020Assets 2021: $31,962,893Liabilities 2021: $0Net Assets 2021: $31,962,8932021Assets 2022: $25,543,495Liabilities 2022: $0Net Assets 2022: $25,543,4952022Assets 2023: $27,765,221Liabilities 2023: $0Net Assets 2023: $27,765,2212023Assets 2024: $29,903,557Liabilities 2024: $0Net Assets 2024: $29,903,5572024

Highlighted filing

2013

Assets$24,265,873
Liabilities$0
Net Assets$24,265,873

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,237,3422010Expenses 2011: $1,422,5402011Expenses 2012: $1,475,8332012Revenue 2013: $3,744,979Expenses 2013: $1,647,457Net Income 2013: $2,097,5222013Revenue 2014: $1,711,568Expenses 2014: $1,711,568Net Income 2014: $02014Revenue 2015: $1,612,776Expenses 2015: $1,612,776Net Income 2015: $02015Revenue 2016: $1,646,879Expenses 2016: $1,646,879Net Income 2016: $02016Revenue 2017: $2,487,596Expenses 2017: $2,481,706Net Income 2017: $5,8902017Revenue 2018: $2,094,518Expenses 2018: $2,094,518Net Income 2018: $02018Revenue 2019: $2,297,456Expenses 2019: $2,297,456Net Income 2019: $02019Revenue 2020: $1,906,190Expenses 2020: $1,906,190Net Income 2020: $02020Revenue 2021: $3,241,455Expenses 2021: $1,905,261Net Income 2021: $1,336,1942021Revenue 2022: $2,064,129Expenses 2022: $2,064,129Net Income 2022: $02022Revenue 2023: $2,489,326Expenses 2023: $2,489,326Net Income 2023: $02023Revenue 2024: $2,315,893Expenses 2024: $2,315,893Net Income 2024: $02024

Highlighted filing

2013

Revenue$3,744,979
Expenses$1,647,457
Net Income$2,097,522
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$3,744,979
Mission and Program Overview

Mission

To support the activities and programs of the lancaster county community foundation, whose mission is "to embolden extraordinary community by investing in people and ideas that will shape the future of lancaster county."

To support the activities and programs of the lancaster county community foundation, whose mission is "to advance the vitality and well-being of the people of lancaster county by inspiring generosity and by being responsible stewards of gifts for today and tomorrow."

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$153,877$0▼ $153,877
Other Assets Total$19,941,843$24,265,873▲ $4,324,030
Total Assets$20,095,720$24,265,873▲ $4,170,153
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,095,720$24,265,873▲ $4,170,153
Total Net Assets Fund Balance$20,095,720$24,265,873▲ $4,170,153
Total Liabilities and Net Assets / Fund Balance$20,095,720$24,265,873▲ $4,170,153

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,310,257--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Ms Lisa HostlerVP of Finance & Admin$100,310$100,310

Board Members and Trustees

NameTitle
Ms Jan L BergenChairman
Ms Jill M CarsonChairman Emeritus
Mr Samuel BressiPresident & CEO
Mr Benjamin H AtwaterVice Chair
Mr Timothy J Roschel SrBoard Member
Mr Vance E Antonacci EsqBoard Member
Ms Francine McnairyBoard Member
Ms Jennifer CraigheadBoard Member
Ms Kim R SmithBoard Member
Ms Linda Porr SweeneyBoard Member
Ms Lisa RiggsBoard Member
Ms Elizabeth KrappSecretary
Mr Rod MessickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,156,742
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,588,237
All Other Contributions
$2,156,742
Change in Net Assets
$2,097,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,588,237
Other Expenses$59,220
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,588,237--$1,588,237
Other Expenses-$59,220-$59,220
Total Functional Expenses$1,588,237$59,220$0$1,647,457
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-0874857-501(c)(3)TO PROVIDE FOR THE ORGANIZATION'S PROGRAM RELATED EXPENSES.$1,588,237
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
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 review and approval is delegated by the board of directors to the finance committee. The form is provided electronically for review to all board members.

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

The conflict of interest statement is completed by each board, staff and volunteer member at least annually. The program department reviews the conflict of interest statements prior to board meetings at which a grant vote will take place in order to identify known conflicts. The chairman of the board of directors makes a verbal request for self-identification of additional conflicts of interest prior to discussion and voting on any items.

Form 990, Part VI, Section B, Line 15

The organization's policy is as follows: compensation for the president/chief executive officer is determined according to the foundation's policy, which includes delegation of the process to a committee of board members and independent community members, review of comparability data, and consultation of an independent human resources consultant. Lancaster county foundation does not currently have employees.

Form 990, Part VI, Section C, Line 19

Governing documents are available upon request. Conflict of interest policy and financial statements are available on the foundation's website and by mail, upon request. Financial statements are published in a newsletter or annual report at least annually.

Form 990, Part VII, Section A

Samuel bressi serves as president and ceo of both the lancaster county foundation and the lancaster county community foundation. He is compensated only through the lancaster county community foundation. Lisa hostler serves as the vice president of finance and administration of both the lancaster county foundation and the lancaster county community foundation. She is compensated only through the lancaster county community foundation.

Filing and Contact Details

Filer

EIN
23-6419120
Phone
7173971629

Signing Officer

Name
Samuel J Bressi
Title
President/CEO
Phone
7173971629
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel J Bressi
Formed
1924
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Preparer
Douglas Berman
Phone
7173945666
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of non-component perpetual trusts due to 2,072,631. Distributions and investment gain/loss.

Form 990, Part XII, Line 2C

The finance committee assumes responsibility for oversight of the audit of the financial statements and of the selection of an independent accountant.

Form 990, Part X, Line 15

The organization has excluded the assets of certain perpetual trusts, of which the organization is a beneficiary, on form 990, part x, balance sheet, because the assets of these perpetual trusts were included in 990-pf filings prepared by the trustees of the specific trusts.

Financial Statement Notes

PART X, LINE 2:

The organization follows the standards for accounting for uncertainty in income taxes according to the principles of asc 740, income taxes, which prescribes a recognition threshold and measurement attribute for the consolidated financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization, including whether the entity is exempt from income taxes. Management evaluated the tax positions taken and concluded that the organization had taken no uncertain tax positions that require recognition or disclosure in the consolidated financial statements. With few exceptions, the organization is no longer subject to income tax examinations by the u. S. Federal, state or local tax authorities for years before 2010.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN EMERITUS
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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF FINANCE & ADMIN
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IRS990/OtherRevenueMiscGrp/Desc0DISTRIBUTIONS FROM TRU
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01588237
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01588237
IRS990/OtherRevenueTotalAmt01588237
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020095720
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt024265873
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0153877
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAMUEL J BRESSI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0734906
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt01475833
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0734906
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01475833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02210739
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02097522
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01588237
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0509(A)(1)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01588237
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LANCASTER COUNTY COMM FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01588237
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt022509191
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1446425
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21310257
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PERPETUAL TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U. S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt024265873
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01588237
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FOR THE ORGANIZATION'S PROGRAM RELATED EXPENSES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LANCASTER COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0200874857
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1024 WEST KING STREET SUITE 201
IRS990ScheduleI/RecipientTable/USAddress/City0LANCASTER
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode017603
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SINCE THE BOARD OF DIRECTORS IS THE SAME FOR LANCASTER COUNTY FOUNDATION AND LANCASTER COUNTY COMMUNITY FOUNDATION, LANCASTER COUNTY FOUNDATION IS ABLE TO MONITOR THE USE OF ALL GRANT FUNDS BEING DISTRIBUTED TO LANCASTER COUNTY COMMUNITY FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0155103
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06438
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR SAMUEL BRESSI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161577
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEW AND APPROVAL IS DELEGATED BY THE BOARD OF DIRECTORS TO THE FINANCE COMMITTEE. THE FORM IS PROVIDED ELECTRONICALLY FOR REVIEW TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST STATEMENT IS COMPLETED BY EACH BOARD, STAFF AND VOLUNTEER MEMBER AT LEAST ANNUALLY. THE PROGRAM DEPARTMENT REVIEWS THE CONFLICT OF INTEREST STATEMENTS PRIOR TO BOARD MEETINGS AT WHICH A GRANT VOTE WILL TAKE PLACE IN ORDER TO IDENTIFY KNOWN CONFLICTS. THE CHAIRMAN OF THE BOARD OF DIRECTORS MAKES A VERBAL REQUEST FOR SELF-IDENTIFICATION OF ADDITIONAL CONFLICTS OF INTEREST PRIOR TO DISCUSSION AND VOTING ON ANY ITEMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S POLICY IS AS FOLLOWS: COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS DETERMINED ACCORDING TO THE FOUNDATION'S POLICY, WHICH INCLUDES DELEGATION OF THE PROCESS TO A COMMITTEE OF BOARD MEMBERS AND INDEPENDENT COMMUNITY MEMBERS, REVIEW OF COMPARABILITY DATA, AND CONSULTATION OF AN INDEPENDENT HUMAN RESOURCES CONSULTANT. LANCASTER COUNTY FOUNDATION DOES NOT CURRENTLY HAVE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND BY MAIL, UPON REQUEST. FINANCIAL STATEMENTS ARE PUBLISHED IN A NEWSLETTER OR ANNUAL REPORT AT LEAST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAMUEL BRESSI SERVES AS PRESIDENT AND CEO OF BOTH THE LANCASTER COUNTY FOUNDATION AND THE LANCASTER COUNTY COMMUNITY FOUNDATION. HE IS COMPENSATED ONLY THROUGH THE LANCASTER COUNTY COMMUNITY FOUNDATION. LISA HOSTLER SERVES AS THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION OF BOTH THE LANCASTER COUNTY FOUNDATION AND THE LANCASTER COUNTY COMMUNITY FOUNDATION. SHE IS COMPENSATED ONLY THROUGH THE LANCASTER COUNTY COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE IN VALUE OF NON-COMPONENT PERPETUAL TRUSTS DUE TO 2,072,631. DISTRIBUTIONS AND INVESTMENT GAIN/LOSS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION HAS EXCLUDED THE ASSETS OF CERTAIN PERPETUAL TRUSTS, OF WHICH THE ORGANIZATION IS A BENEFICIARY, ON FORM 990, PART X, BALANCE SHEET, BECAUSE THE ASSETS OF THESE PERPETUAL TRUSTS WERE INCLUDED IN 990-PF FILINGS PREPARED BY THE TRUSTEES OF THE SPECIFIC TRUSTS.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART X, LINE 15
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10LANCASTER COUNTY COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200874857
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENHANCING THE COMMUNITY WITH SUPPORT OF NON-PROFIT ACTIVITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1) (A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1024 WEST KING STREET SUITE 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0LANCASTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode017603
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$2.32$2.32$0.00
2023Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$2.49$2.49$0.00
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.06$2.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$3.24$1.91$1.34
2020Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$1.91$1.91$0.00
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$2.30$2.30$0.00
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$2.09$2.09$0.00
2017Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$2.49$2.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$1.65$1.65$0.00
2015Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$1.61$1.61$0.00
2014Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$1.71$1.71$0.00
2013Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$3.74$1.65$2.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.00$18.2$1.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$0.00$19.3$1.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits