Civic Intelligence

United Way Endowment Fund of Carlisle Pennsylvania

990 • Fiscal year 2022 • EIN 23-6684378

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 22, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

72%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,954,942

Down $381,968 (-11%) from 2021

Net Assets

Down

$2,954,942

Down $381,968 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$277,337

Up $116,496 (+72%) from 2021

Expenses

Up

$146,281

Up $9,373 (+6.8%) from 2021

Net Income

Up

$131,056

Up $107,123 (+448%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$2,954,942
Liabilities$0
Net Assets$2,954,942

Operations Trend

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

2022

Revenue$277,337
Expenses$146,281
Net Income$131,056
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 22, 2022
Return Version
2021v4.2
Gross Receipts
$740,184
Mission and Program Overview

Mission

established to support the united way of Carlisle and cumberland county

To support the united way of carlisle and cumberland county

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,266,530$2,850,220▼ $416,310
Savings and Temporary Cash Investments$70,380$104,722▲ $34,342
Total Assets$3,336,910$2,954,942▼ $381,968
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,026,402$2,693,973▼ $332,429
Net Assets With Donor Restrictions$310,508$260,969▼ $49,539
Total Net Assets Fund Balance$3,336,910$2,954,942▼ $381,968
Total Liabilities and Net Assets / Fund Balance$3,336,910$2,954,942▼ $381,968
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ivo Otto IiiCommittee Chairman
-Corporate Trustee
Chris FarrandsCommittee Member
Gerald PiperCommittee Member
Jane BurkeCommittee Member
Rob RahalCommittee Member
Erik OlsenCommittee Member/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$44,175
Program Service Revenue
$0
Investment Income
$233,162
Other Revenue
$0
Change in Net Assets
$131,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,320
Other Expenses$22,961
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$123,320--$123,320
Fees for Service Investment Mgmnt Fees-$22,961-$22,961
Total Functional Expenses$123,320$22,961$0$146,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Carlisle and Cumberland CountyCarlisle, PA501(c)3To Support the United Way of Carlisle$123,320
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
James Mcelhenie
Title
Corporate Trustee
Phone
7172434805
Signed
2022-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcelhenie
Formed
1981
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
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 Appendix400 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDS DISTRIBUTED TO THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY WERE USED TO SUPPORT THE PROGRAMS ADMINISTERED BY THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ENDOWMENT FUND HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY. THE SUPPORTED ORGANIZATION, UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY, HAS AN ENDOWMENT INVESTMENT COMMITTEE WHICH SERVES AS THE GOVERNING BODY OF THE UNITED WAY ENDOWMENT FUND OF CARLISLE. THEREFORE THE NATURE OF THIS OVERSIGHT AND GOVERNANCE MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP.
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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/SupplementalInformationDetail/ExplanationTxt0GRANTS ONLY MADE TO SUPPORTED ORGANIZATION, UNITED WAY OF CARLISLE AND CUMBERLAND COUNTY, AND GOVERNING BODY OF ENDOWMENT FUND IS COMPRISED OF THE INVESTMENT COMMITTEE OF THE SUPPORTED ORGANIZATION, WHICH OVERSEES THE UTILIZATION OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231552261
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FEDERATED CAMPAIGN AND GRANTS CARLISLE AND CUMBERLAND COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0145 SOUTH HANOVER STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CARLISLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0170130495
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0123320
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOARD DETERMINED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03336910
IRS990/TotalAssetsEOYAmt02954942
IRS990/TotalAssetsGrp/BOYAmt03336910
IRS990/TotalAssetsGrp/EOYAmt02954942
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt044175
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0123320
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146281
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03336910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02954942
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0123320
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0233162
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277337
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03336910
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02954942
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04050 CRUMS MILL RD SUITE 301
IRS990/USAddress/CityNm0HARRISBURG
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.UWCARLISLE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MCELHENIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CORPORATE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07172434805
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-22
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/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/ReturnTs02023-02-15T08:52:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCELHENIE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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