Civic Intelligence

The Eagles Mere Foundation

990 • Fiscal year 2021 • EIN 23-6805376

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

Organization ProfileWWW.EAGLESMEREPA.ORG/FOUNDATION.HTML
40 W Eagle RoadHavertown, PA 19083

(610) 639-3523

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.45x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

4.51x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

24%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,806,647

Up $536,954 (+24%) from 2020

Net Assets

Up

$1,530,547

Up $348,827 (+30%) from 2020

Liabilities

Up

$1,276,100

Up $188,127 (+17%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin96th percentile

Revenue

Up

$282,938

Up $49,811 (+21%) from 2020

Expenses

Up

$53,233

Up $13,475 (+34%) from 2020

Net Income

Up

$229,705

Up $36,336 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $821,200Liabilities 2010: $0Net Assets 2010: $821,2002010Assets 2011: $799,478Liabilities 2011: $0Net Assets 2011: $799,4782011Assets 2012: $1,066,686Liabilities 2012: $0Net Assets 2012: $1,066,6862012Assets 2013: $1,290,698Liabilities 2013: $0Net Assets 2013: $1,290,6982013Assets 2014: $1,419,554Liabilities 2014: $0Net Assets 2014: $1,419,5542014Assets 2015: $1,408,131Liabilities 2015: $755,309Net Assets 2015: $652,8222015Assets 2017: $1,759,219Liabilities 2017: $932,063Net Assets 2017: $827,1562017Assets 2018: $1,626,862Liabilities 2018: $869,811Net Assets 2018: $757,0512018Assets 2019: $1,993,073Liabilities 2019: $1,061,297Net Assets 2019: $931,7762019Assets 2020: $2,269,693Liabilities 2020: $1,087,973Net Assets 2020: $1,181,7202020Assets 2021: $2,806,647Liabilities 2021: $1,276,100Net Assets 2021: $1,530,5472021Assets 2024: $2,836,609Liabilities 2024: $1,279,666Net Assets 2024: $1,556,9432024

Highlighted filing

2021

Assets$2,806,647
Liabilities$1,276,100
Net Assets$1,530,547
Open 2021 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0Expenses 2010: $25,9592010Expenses 2011: $42,0992011Expenses 2012: $16,8532012Revenue 2013: $33,265Expenses 2013: $11,097Net Income 2013: $22,1682013Revenue 2014: $61,817Expenses 2014: $14,831Net Income 2014: $46,9862014Revenue 2015: $272,658Expenses 2015: $11,915Net Income 2015: $260,7432015Revenue 2017: $86,068Expenses 2017: $34,816Net Income 2017: $51,2522017Revenue 2018: $71,889Expenses 2018: $31,764Net Income 2018: $40,1252018Revenue 2019: $103,726Expenses 2019: $43,146Net Income 2019: $60,5802019Revenue 2020: $233,127Expenses 2020: $39,758Net Income 2020: $193,3692020Revenue 2021: $282,938Expenses 2021: $53,233Net Income 2021: $229,7052021Revenue 2024: $187,169Expenses 2024: $68,690Net Income 2024: $118,4792024

Highlighted filing

2021

Revenue$282,938
Expenses$53,233
Net Income$229,705
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.2
Gross Receipts
$753,110
Mission and Program Overview

Mission

The eagles mere foundation is a community foundation funded by donors who share the foundation's vision of preserving and enhancing the unique character of eagles mere, pennsylvania.

Preserving and enhancing the unique character of eagles mere, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,250,093$2,778,183▲ $528,090
Savings and Temporary Cash Investments$19,600$28,464▲ $8,864
Total Assets$2,269,693$2,806,647▲ $536,954
Liabilities
Other Liabilities$1,087,973$1,276,100▲ $188,127
Total Liabilities$1,087,973$1,276,100▲ $188,127
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,097,343$1,433,517▲ $336,174
Net Assets With Donor Restrictions$84,377$97,030▲ $12,653
Total Net Assets Fund Balance$1,181,720$1,530,547▲ $348,827
Total Liabilities and Net Assets / Fund Balance$2,269,693$2,806,647▲ $536,954
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Katrine PendketonPresident
Katherine HolmesVice President
Suzanne LeeVice President (until 8/21)
Andy RauDirector
Beth BlairDirector
Frank ComfortDirector
Henry LongDirector
Mick Piper-smyerDirector
Arnie BorishSecretary
Jon WalheimTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$195,969
Program Service Revenue
$0
Investment Income
$86,969
Other Revenue
$0
All Other Contributions
$195,969
Change in Net Assets
$229,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,692
Other Expenses$16,541
Total Fundraising Expense$7,006
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,692--$36,692
Office Expenses-$2,011$7,006$9,017
Fees for Services Legal-$6,325-$6,325
Insurance-$1,199-$1,199
Total Functional Expenses$36,692$9,535$7,006$53,233
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eagles Mere Historic Village IncEagles Mere, PA501(c)3Restoration of Historic Clock, Assist With Operational Costs of Museum$14,000
Eagles Mere Friends of the ArtsEagles Mere, PA501(c)3Equipping and Staffing Arts Center$8,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held as Agency Endowment$1,276,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
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 board of directors reviews the 990 prior to filing and approves.”

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

“Every board member signs an agreement when joining. When votes and discussions on grants occur, those members with conflicts identify the conflict and abstain from voting on the grants.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Eagles Mere Foundation
EIN
23-6805376
Phone
6106393523
Address
40 W EAGLE ROAD, HAVERTOWN, PA 19083

Signing Officer

Name
Jon Walheim
Title
Treasurer
Phone
6106393523
Signed
2022-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Walheim
Formed
1986
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Baker Tilly US Llp
Address
1000 COMMERCE PARK DR, WILLIAMSPORT, PA 17701
Preparer
Jaime Kuntz
Phone
5703236023
Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt010200
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IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt023507
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD AS AGENCY ENDOWMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01276100
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt114000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EQUIPPING AND STAFFING ARTS CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESTORATION OF HISTORIC CLOCK, ASSIST WITH OPERATIONAL COSTS OF MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EAGLES MERE FRIENDS OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EAGLES MERE HISTORIC VILLAGE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237446038
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0891 LAPORTE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1288 EAGLES MERE AVE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION REQUIRES A PROJECT BUDGET BEFORE APPROVAL. AT COMPLETION OF THE PROJECT, THE BOARD WAS INVITED TO SEE THE IMPROVEMENTS AND PURCHASES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE 990 PRIOR TO FILING AND APPROVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY BOARD MEMBER SIGNS AN AGREEMENT WHEN JOINING. WHEN VOTES AND DISCUSSIONS ON GRANTS OCCUR, THOSE MEMBERS WITH CONFLICTS IDENTIFY THE CONFLICT AND ABSTAIN FROM VOTING ON THE GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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ReturnHeader/PreparerPersonGrp/PhoneNum05703236023
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ReturnHeader/ReturnTs02022-09-08T06:33:47-05:00
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,806,647
Liabilities
$1,276,100
Net assets
$1,530,547
Revenue
$282,938
Expenses
$53,233
Net income
$229,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$1.28$1.56$0.19$0.07$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.81$1.28$1.53$0.28$0.05$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$1.09$1.18$0.23$0.04$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$1.06$0.93$0.10$0.04$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.87$0.76$0.07$0.03$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.93$0.83$0.09$0.03$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.76$0.65$0.27$0.01$0.26
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.03$0.01$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.03