Civic Intelligence

United Way Endowment Fund of Carlisle Pennsylvania

990 • Fiscal year 2016 • EIN 23-6684378

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

Organization Profilewww.uwcarlisle.org
145 South Hanover StreetCarlisle, PA 17013-0495

(717) 243-4805

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-3.7%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,335,512

Up $242,627 (+12%) from 2015

Net Assets

Up

$2,335,512

Up $242,627 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Down

$272,198

Down $10,470 (-3.7%) from 2015

Expenses

Up

$123,146

Up $8,654 (+7.6%) from 2015

Net Income

Down

$149,052

Down $19,124 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,991,702Liabilities 2013: $0Net Assets 2013: $1,991,7022013Assets 2014: $1,979,537Liabilities 2014: $0Net Assets 2014: $1,979,5372014Assets 2015: $2,092,885Liabilities 2015: $0Net Assets 2015: $2,092,8852015Assets 2016: $2,335,512Liabilities 2016: $0Net Assets 2016: $2,335,5122016Assets 2019: $2,835,270Liabilities 2019: $0Net Assets 2019: $2,835,2702019Assets 2020: $2,850,954Liabilities 2020: $0Net Assets 2020: $2,850,9542020Assets 2021: $3,336,910Liabilities 2021: $0Net Assets 2021: $3,336,9102021Assets 2022: $2,954,942Liabilities 2022: $0Net Assets 2022: $2,954,9422022Assets 2023: $3,104,040Liabilities 2023: $0Net Assets 2023: $3,104,0402023Assets 2024: $3,353,133Liabilities 2024: $0Net Assets 2024: $3,353,1332024Assets 2025: $3,592,557Liabilities 2025: $0Net Assets 2025: $3,592,5572025

Highlighted filing

2016

Assets$2,335,512
Liabilities$0
Net Assets$2,335,512
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $151,767Expenses 2013: $103,682Net Income 2013: $48,0852013Revenue 2014: $126,471Expenses 2014: $107,622Net Income 2014: $18,8492014Revenue 2015: $282,668Expenses 2015: $114,492Net Income 2015: $168,1762015Revenue 2016: $272,198Expenses 2016: $123,146Net Income 2016: $149,0522016Revenue 2019: $413,180Expenses 2019: $124,231Net Income 2019: $288,9492019Revenue 2020: $138,327Expenses 2020: $134,013Net Income 2020: $4,3142020Revenue 2021: $160,841Expenses 2021: $136,908Net Income 2021: $23,9332021Revenue 2022: $277,337Expenses 2022: $146,281Net Income 2022: $131,0562022Revenue 2023: $95,962Expenses 2023: $147,762Net Income 2023: -$51,8002023Revenue 2024: $100,933Expenses 2024: $158,774Net Income 2024: -$57,8412024Revenue 2025: $240,135Expenses 2025: $165,570Net Income 2025: $74,5652025

Highlighted filing

2016

Revenue$272,198
Expenses$123,146
Net Income$149,052
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Gross Receipts
$403,681
Mission and Program Overview

Mission

established to support the united way of Carlisle and cumberland county

To support the united way of carlisle

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,932,634$1,998,416▲ $65,782
Savings and Temporary Cash Investments-$317,838-
Other Notes and Loans Receivable, Net$25,928$14,763▼ $11,165
Cash and Non-Interest-Bearing Accounts$134,323$4,495▼ $129,828
Total Assets$2,092,885$2,335,512▲ $242,627
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,092,885$2,335,512▲ $242,627
Total Net Assets Fund Balance$2,092,885$2,335,512▲ $242,627
Total Liabilities and Net Assets / Fund Balance$2,092,885$2,335,512▲ $242,627
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ann Kramer HofferCommittee Member
Betsy KeenCommittee Member
Dave MetzCommittee Member
Gregory P HallCommittee Member
Jeff ErnstCommittee Member
John OszustowiczCommittee Member
VON JAyMESCommittee Member
ivo otto iiicOMMITTEE MEMBER
reed vanderlykecommITTEE MEMBER\treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$215,657
Program Service Revenue
$0
Investment Income
$56,541
Other Revenue
$0
Change in Net Assets
$149,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,522
Other Expenses$21,624
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,522--$101,522
Fees for Services Management-$21,624-$21,624
Total Functional Expenses$101,522$21,624$0$123,146
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Carlisle and Cumberland CountyCarlisle, PA501(c)3To Support the United Way of Carlisle$101,522
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
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
No
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 11B

“The form 990 is reviewed by the endowment committee prior to being filed.”

Form 990, Part VI, Section C, line 19

“Governing documents are available upon written request to the board of directors”

Filing and Contact Details

Filer

Filer Name
United Way Endowment Fund
EIN
23-6684378
Phone
7172434805
Address
145 South Hanover Street, Carlisle, PA 17013-0495

Signing Officer

Name
Lucy Suter Zander
Title
Executive Director
Phone
7172434805
Signed
2017-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lucy Suter Zander
Formed
2004
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Boyer & Ritter
Address
1 East High Street, Carlisle, PA 17013
Preparer
Charles R Nebel Jr
Phone
7172493414
Raw XML Appendix361 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.

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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0215657
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021624
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101522
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02092885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02335512
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101522
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt056541
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0272198
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02092885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02335512
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0145 SOUTH HANOVER STREET
IRS990/USAddress/CityNm0CARLISLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0170130495
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.uwcarlisle.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCY SUTER ZANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07172434805
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Way Endowment Fund
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Carlisle Pennsylvania
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0236684378
ReturnHeader/Filer/PhoneNum07172434805
ReturnHeader/Filer/USAddress/AddressLine1Txt0145 South Hanover Street
ReturnHeader/Filer/USAddress/CityNm0Carlisle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0170130495
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C88CABB536727975C34F86F895D14537EE8B8C88
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.234.14
ReturnHeader/FilingSecurityInformation/IPDt02017-06-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:23:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boyer & Ritter
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 East High Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carlisle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017013
ReturnHeader/PreparerPersonGrp/PhoneNum07172493414
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles R Nebel Jr
ReturnHeader/ReturnTs02017-07-24T15:06:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,335,512
Liabilities
$0
Net assets
$2,335,512
Revenue
$272,198
Expenses
$123,146
Net income
$149,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$0.00$3.59$0.24$0.17$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.10$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.10$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.28$0.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.14$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.41$0.12$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.27$0.12$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.11$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.13$0.11$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.15$0.10$0.05