Civic Intelligence

United Way Endowment Fund of Carlisle Pennsylvania

990 • Fiscal year 2019 • EIN 23-6684378

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

60th percentile

6.7%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,835,270

Up $499,758 (+21%) from 2016

Net Assets

Up

$2,835,270

Up $499,758 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin95th percentile

Revenue

Up

$413,180

Up $140,982 (+52%) from 2016

Expenses

Up

$124,231

Up $1,085 (+0.9%) from 2016

Net Income

Up

$288,949

Up $139,897 (+94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$2,835,270
Liabilities$0
Net Assets$2,835,270
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$413,180
Expenses$124,231
Net Income$288,949
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$1,586,322
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$1,071,575$2,707,986▲ $1,636,411
Savings and Temporary Cash Investments$1,501,906$127,284▼ $1,374,622
Total Assets$2,573,481$2,835,270▲ $261,789
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,354,635$2,616,849▲ $262,214
Unrestricted Net Assets$218,846$218,421▼ $425
Total Net Assets Fund Balance$2,573,481$2,835,270▲ $261,789
Total Liabilities and Net Assets / Fund Balance$2,573,481$2,835,270▲ $261,789
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Von JaymesCommittee Chairman
-Corporate Trustee
Gerald PiperCommittee Member
Gregory P HallCommittee Member
Ivo Otto IiiCommittee Member
Rob RahalCommittee Member
Chris FarrandsCOMMITTEE MEMBER\TREASURER
Revenue and Support

Revenue Composition

Contributions and Grants
$212,784
Program Service Revenue
$0
Investment Income
$200,396
Other Revenue
$0
Change in Net Assets
$288,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,895
Other Expenses$19,336
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$104,895--$104,895
Fees for Service Investment Mgmnt Fees-$19,336-$19,336
Total Functional Expenses$104,895$19,336$0$124,231
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Carlisle and Cumberland CountyCarlisle, PA501(c)3To Support the United Way of Carlisle$104,895
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
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
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
Joseph Maxwell
Title
Corporate Trustee
Phone
7172434805
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Maxwell
Formed
1981
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Boyer & Ritter LLC
Address
1 EAST HIGH STREET, CARLISLE, PA 17013
Preparer
Charles R Nebel Jr CPA
Phone
7172493414
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management has assessed the organization's exposure to income taxes at the entity level as a result of uncertain tax positions taken in current and previously filed tax returns. Examples of tax positions taken at the entity level include the continuing validity of its exempt organization status, potential filing requirement for unrelated business income and other tax positions that could result in income tax liabilities to the organization upon examination by taxing authorities presently, management believes that it is more likely than not its tax position will be sustained upon examination, including any appeals and litigation, such that the organization has no exposure to income tax liabilities from uncertain tax positions.”

Raw XML Appendix354 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE UNITED WAY OF CARLISLE
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRENDA KAUFMAN
IRS990/BooksInCareOfDetail/PhoneNum07172434805
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0145 SOUTH HANOVER STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLISLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017013
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0212784
IRS990/CYGrantsAndSimilarPaidAmt0104895
IRS990/CYInvestmentIncomeAmt0200396
IRS990/CYOtherExpensesAmt019336
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0288949
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0124231
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0413180
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0104895
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt0212784
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019336
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019336
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JOSEPH MAXWELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1SUSAN ROSENBERG
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0VON JAYMES
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY P HALL
IRS990/Form990PartVIISectionAGrp/PersonNm2IVO OTTO III
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS FARRANDS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROB RAHAL
IRS990/Form990PartVIISectionAGrp/PersonNm5GERALD PIPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER\TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CORPORATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CORPORATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt090809
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0104895
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0104895
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0104895
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01263951
IRS990/GrossReceiptsAmt01586322
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0109587
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109587
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01071575
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02707986
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01173142
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHED TO SUPPORT THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02573481
IRS990/NetAssetsOrFundBalancesEOYAmt02835270
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt090809
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt090809
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-27160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02354635
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02616849
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH MAXWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08169
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0105309
IRS990/PYInvestmentIncomeAmt0382135
IRS990/PYOtherExpensesAmt018424
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0266571
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0123733
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0390304
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0288949
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01501906
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127284
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDS DISTRIBUTED TO THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY WERE USED TO FOR THE PROGRAMS ADMINISTERED BY THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A PAGE 5, PART IV, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251552261
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0104895
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED WAY OF CARLISLE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0104895
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS ASSESSED THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF ITS EXEMPT ORGANIZATION STATUS, POTENTIAL FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME AND OTHER TAX POSITIONS THAT COULD RESULT IN INCOME TAX LIABILITIES TO THE ORGANIZATION UPON EXAMINATION BY TAXING AUTHORITIES PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT ITS TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, SUCH THAT THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAX LIABILITIES FROM UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0104895
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE UNITED WAY OF CARLISLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0231552261
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0145 SOUTH HANOVER STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARLISLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017013
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE ENDOWMENT COMMITTEE PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02573481
IRS990/TotalAssetsEOYAmt02835270
IRS990/TotalAssetsGrp/BOYAmt02573481
IRS990/TotalAssetsGrp/EOYAmt02835270
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0212784
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019336
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0104895
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124231
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02573481
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02835270
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0104895
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0200396
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0413180
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02573481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02835270
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0218846
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0218421
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01901 RITNER HIGHWAY
IRS990/USAddress/CityNm0CARLISLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017013
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.UWCARLISLE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07172434805
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
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/AtSubmissionFilingDeviceId0E1990B3156A5039C081E9093D780EC6D77887262
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.234.14
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:54:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYER & RITTER LLC
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 CPA
ReturnHeader/ReturnTs02019-11-15T10:12:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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
$2,835,270
Liabilities
$0
Net assets
$2,835,270
Revenue
$413,180
Expenses
$124,231
Net income
$288,949
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