Civic Intelligence

Lifepath Inc.

990 • Fiscal year 2020 • EIN 23-7402943

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 22, 2020

3500 High Point BoulevardBethlehem, PA 18017

(610) 264-5724

Siviq Scores

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

Liabilities / Assets

87th percentile

0.86x

Higher debt load relative to assets than 87% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.22x

Higher debt load relative to revenue than 32% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$226,437

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

3rd percentile

-15%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

7.8%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Down

$16,792,804

Down $2,969,387 (-15%) from 2019

Net Assets

Up

$2,351,063

Up $616,389 (+36%) from 2019

Liabilities

Down

$14,441,741

Down $3,585,776 (-20%) from 2019

Revenue

Up

$65,734,251

Up $4,772,275 (+7.8%) from 2019

Expenses

Up

$65,212,251

Up $4,550,592 (+7.5%) from 2019

Net Income

Up

$522,000

Up $221,683 (+74%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0-$10MAssets 2010: $19,434,087Liabilities 2010: $18,980,769Net Assets 2010: $453,3182010Assets 2011: $18,450,449Liabilities 2011: $17,886,896Net Assets 2011: $563,5532011Assets 2012: $19,309,833Liabilities 2012: $18,650,260Net Assets 2012: $659,5732012Assets 2013: $20,245,909Liabilities 2013: $19,963,212Net Assets 2013: $282,6972013Assets 2014: $20,763,627Liabilities 2014: $20,406,605Net Assets 2014: $357,0222014Assets 2015: $21,314,347Liabilities 2015: $20,883,615Net Assets 2015: $430,7322015Assets 2016: $18,876,256Liabilities 2016: $18,470,698Net Assets 2016: $405,5582016Assets 2017: $18,885,630Liabilities 2017: $18,389,731Net Assets 2017: $495,8992017Assets 2018: $20,230,914Liabilities 2018: $18,794,272Net Assets 2018: $1,436,6422018Assets 2019: $19,762,191Liabilities 2019: $18,027,517Net Assets 2019: $1,734,6742019Assets 2020: $16,792,804Liabilities 2020: $14,441,741Net Assets 2020: $2,351,0632020Assets 2021: $18,270,515Liabilities 2021: $19,260,800Net Assets 2021: -$990,2852021Assets 2022: $16,375,816Liabilities 2022: $16,985,672Net Assets 2022: -$609,8562022Assets 2023: $22,553,097Liabilities 2023: $24,419,549Net Assets 2023: -$1,866,4522023Assets 2024: $23,697,905Liabilities 2024: $23,225,826Net Assets 2024: $472,0792024Assets 2025: $25,596,959Liabilities 2025: $24,116,752Net Assets 2025: $1,480,2072025

Highlighted filing

2020

Assets$16,792,804
Liabilities$14,441,741
Net Assets$2,351,063

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $44,187,3552010Expenses 2011: $44,470,8342011Expenses 2012: $47,585,8562012Expenses 2013: $48,369,0052013Revenue 2014: $49,698,508Expenses 2014: $49,665,655Net Income 2014: $32,8532014Revenue 2015: $50,639,070Expenses 2015: $50,560,559Net Income 2015: $78,5112015Revenue 2016: $51,253,533Expenses 2016: $51,261,806Net Income 2016: -$8,2732016Revenue 2017: $53,067,492Expenses 2017: $52,940,570Net Income 2017: $126,9222017Revenue 2018: $57,503,259Expenses 2018: $56,614,873Net Income 2018: $888,3862018Revenue 2019: $60,961,976Expenses 2019: $60,661,659Net Income 2019: $300,3172019Revenue 2020: $65,734,251Expenses 2020: $65,212,251Net Income 2020: $522,0002020Revenue 2021: $61,213,760Expenses 2021: $64,597,765Net Income 2021: -$3,384,0052021Revenue 2022: $63,331,382Expenses 2022: $62,506,083Net Income 2022: $825,2992022Revenue 2023: $63,225,356Expenses 2023: $64,671,081Net Income 2023: -$1,445,7252023Revenue 2024: $72,328,809Expenses 2024: $70,188,430Net Income 2024: $2,140,3792024Revenue 2025: $78,012,661Expenses 2025: $77,140,570Net Income 2025: $872,0912025

Highlighted filing

2020

Revenue$65,734,251
Expenses$65,212,251
Net Income$522,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 22, 2020
Return Version
2019v5.0
Gross Receipts
$66,429,808
Mission and Program Overview

Mission

To provide the highest quality of services to people needing specialized supports through the blending of professional knowledge, arts, and skills in an environment of unconditional respect and dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$10,537,304$7,014,926▼ $3,522,378
Land, Buildings, and Equipment, Net$6,984,010$6,252,494▼ $731,516
Investments in Publicly Traded Securities$1,496,582$1,567,112▲ $70,530
Cash and Non-Interest-Bearing Accounts$29,958$1,257,439▲ $1,227,481
Prepaid Expenses and Deferred Charges$344,937$331,394▼ $13,543
Savings and Temporary Cash Investments$26,005--
Total Assets$19,762,191$16,792,804▼ $2,969,387
Other Assets Total$343,395$369,439▲ $26,044
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,102,161$8,061,656▼ $5,040,505
Accounts Payable and Accrued Expenses$3,728,325$5,739,242▲ $2,010,917
Other Liabilities$1,195,588$640,843▼ $554,745
Deferred Revenue$1,443--
Total Liabilities$18,027,517$14,441,741▼ $3,585,776
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,703,905$2,316,649▲ $612,744
Net Assets With Donor Restrictions$30,769$34,414▲ $3,645
Total Net Assets Fund Balance$1,734,674$2,351,063▲ $616,389
Total Liabilities and Net Assets / Fund Balance$19,762,191$16,792,804▼ $2,969,387

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,485,023$8,066,521$9,551,544
Equipment$1,591,147$5,046,212$6,637,359
Leasehold Improvements$879,771$2,336,716$3,216,487
Land$2,296,553-$2,296,553
Other Land Buildings-$117,642$117,642

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,339,712-▲ $70,415-$1,402,294
2018$1,266,911-▲ $80,268-$1,339,712
2017$1,185,732-▲ $88,517-$1,266,911
2016$1,117,479-▲ $75,121-$1,185,732
2015$1,097,338-▲ $26,742-$1,117,479
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia TransueLpnFT$216,041$10,396$226,437
Paul ColemanExecutive DiFT$197,288$21,252$218,540
Paul ColemanExecutive Director-$197,288$21,252$218,540
Mary Beth HornerCFOFT$113,656$28,361$142,017
Akeem L IsaNursing AsstFT$105,172$21,636$126,808
Edward ZablockiDirector of BusinFT$105,903$19,971$125,874
Nancy IngramProgram DireFT$104,656$16,090$120,746
Roberta MucheProgram DireFT$110,892$3,347$114,239

Highest Paid Contractors

ContractorServicesLocationCompensation
Absolute Property MaintenanceGrounds Maint6887 BULLHEAD ROAD, Northampton, PA 18067$211,206
Thomas E Heckler LLCLandscaping1918 PERKIOMENVILLE ROAD, Harleysville, PA 19438$184,490
Wright Concrete Paving LLCGrounds Maint830 CATCH BASIN ROAD, Sellersville, PA 18960$172,340
Revenue and Support

Revenue Composition

Contributions and Grants
$256,981
Program Service Revenue
$65,436,312
Investment Income
$40,958
Other Revenue
$0
All Other Contributions
$255,983
Change in Net Assets
$522,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,734,251
Revenue Not Reported on Form 990
$191,903
Total Revenue per Audited Statements
$65,926,154
Total Revenue per Form 990
$65,734,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,174,573
Other Expenses$19,037,678
Total Fundraising Expense$123,014
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,480,442$1,551,894$77,383$34,109,719
Other Employee Benefits$8,117,241$455,067$22,594$8,594,902
Fees for Services Other$8,425,746$22,874-$8,448,620
Occupancy$3,578,272$354,466$11,643$3,944,381
Payroll Taxes$2,319,559$135,832$5,622$2,461,013
Travel$1,086,479$18,797-$1,105,276
Depreciation Depletion$1,048,072$33,906-$1,081,978
All Other Expenses$700,498$8,797$964$710,259
Pension Plan Contributions$573,439$25,380$1,358$600,177
Interest$257,105$241,008-$498,113
Other Expenses$287,212$124,376-$411,588
Current Officers, Directors, Trustees, and Key Employees$3,770$403,498$1,494$408,762
Insurance$75,531$169,944-$245,475
Fees for Services Accounting-$101,550-$101,550
Office Expenses$38,679$51,468$1,956$92,103
Fees for Services Legal-$51,128-$51,128
Fees for Service Investment Mgmnt Fees-$8,733-$8,733
Advertising-$7,321-$7,321
Total Functional Expenses$61,105,290$3,983,947$123,014$65,212,251

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$65,223,258
Expenses per Audited Statements$65,212,251
Total Expenses per Form 990$65,212,251
Expenses Not Reported on Form 990$11,007
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
Pension Payable$336,489
Payroll Withholdings Payable$304,354
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

A draft of the form 990 is sent to all members of the finance investment committee. Any questions on the form 990 will be discussed by these members.

Form 990, Page 6, Part VI, Line 12C

Each year, all board members and key members of management must complete an independence survey.

Form 990, Page 6, Part VI, Line 15A

Compensation is reviewed and approved by the board for the executive director, top management, and other officers each year.

Form 990, Page 6, Part VI, Line 15B

Compensation is reviewed and approved by the board for officers and key employees each year.

Form 990, Page 6, Part VI, Line 19

Financial statements are made available to the public upon request. The governing financial statements and conflict of interest policy are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Lifepath Inc
EIN
23-7402943
Phone
6102645724
Address
3500 HIGH POINT BOULEVARD, BETHLEHEM, PA 18017

Signing Officer

Name
Paul Coleman
Title
Executive Director
Phone
6102645724
Signed
2020-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Coleman
Formed
1974
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
1,000
Volunteers
275

Preparer

Firm
Gbb & Co Llp
Address
1150 GLENLIVET DR STE C-36, ALLENTOWN, PA 18106-3122
Preparer
Todd C Newcomer CPA Cfe
Phone
4842230096
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Grounds maintenance 788,569 0 0 miscellaneous personnel 7,637,177 22,874 0 total 8,425,746 22,874 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment funds provide ongoing future income to the organization.

Schedule D, Page 4, Part XI, Line 2D

Investment income from affiliate 97,514

Schedule D, Page 4, Part XII, Line 2D

Investment expense from affiliate 11,007

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IRS990/Form990PartVIISectionAGrp/PersonNm6KATHLEEN ANN SCHREINER
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IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE PAUL KURTZ JR CTFA
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IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN LESLIE LEYBURN MPA SHRM-CP
IRS990/Form990PartVIISectionAGrp/PersonNm12EMILIO JOHN MORRONE II CPA
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IRS990/Form990PartVIISectionAGrp/PersonNm20NANCY INGRAM
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17LPN
IRS990/Form990PartVIISectionAGrp/TitleTxt18PROGRAM DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR OF BUSIN
IRS990/Form990PartVIISectionAGrp/TitleTxt20PROGRAM DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt21NURSING ASST
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt063645
IRS990/GainOrLossGrp/SecuritiesAmt0-57030
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0294055
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0408117
IRS990/GrossReceiptsAmt066429808
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt075531
IRS990/InsuranceGrp/TotalAmt0245475
IRS990/InterestGrp/ManagementAndGeneralAmt0241008
IRS990/InterestGrp/ProgramServicesAmt0257105
IRS990/InterestGrp/TotalAmt0498113
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034343
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt01496582
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01567112
IRS990/IRPDocumentCnt0129
IRS990/IRPDocumentW2GCnt00
IRS990/JointCostsInd0X
IRS990/LandBldgEquipAccumDeprecAmt015567091
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE THE HIGHEST QUALITY OF SERVICES TO PEOPLE NEEDING SPECIALIZED SUPPORTS THROUGH THE BLENDING OF PROFESSIONAL KNOWLEDGE, ARTS, AND SKILLS IN AN ENVIRONMENT OF UNCONDITIONAL RESPECT AND DIGNITY.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt08061656
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06615
IRS990/NetUnrlzdGainsLossesInvstAmt094389
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0354466
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IRS990/OfficeExpensesGrp/FundraisingAmt01956
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IRS990/OfficeExpensesGrp/ProgramServicesAmt038679
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IRS990/OtherExpensesGrp/Desc0PROGRAM SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc1FOOD & BEVERAGE COSTS
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS-OTHER
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1216147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2124376
IRS990/OtherExpensesGrp/ProgramServicesAmt0971333
IRS990/OtherExpensesGrp/ProgramServicesAmt1868047
IRS990/OtherExpensesGrp/ProgramServicesAmt2273865
IRS990/OtherExpensesGrp/ProgramServicesAmt3287212
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IRS990/OtherExpensesGrp/TotalAmt1869808
IRS990/OtherExpensesGrp/TotalAmt2490012
IRS990/OtherExpensesGrp/TotalAmt3411588
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt025380
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0573439
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0331394
IRS990/PrincipalOfficerNm0PAUL COLEMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH CARE & MAINTENANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt065436312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt065436312

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.6$24.1$1.48$78.0$77.1$0.87
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$23.2$0.47$72.3$70.2$2.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$24.4$1.87$63.2$64.7$1.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$17.0$0.61$63.3$62.5$0.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$19.3$0.99$61.2$64.6$3.38
2020Detailed filing. Detailed filing data is available for this year.$16.8$14.4$2.35$65.7$65.2$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$18.0$1.73$61.0$60.7$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.2$18.8$1.44$57.5$56.6$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$18.4$0.50$53.1$52.9$0.13
2016Detailed filing. Detailed filing data is available for this year.$18.9$18.5$0.41$51.3$51.3$0.01
2015Detailed filing. Detailed filing data is available for this year.$21.3$20.9$0.43$50.6$50.6$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.8$20.4$0.36$49.7$49.7$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$20.0$0.28$48.4
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$18.7$0.66$47.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$17.9$0.56$44.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$19.0$0.45$44.2