Civic Intelligence

Lifepath Inc.

990 • Fiscal year 2022 • EIN 23-7402943

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 19, 2023

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

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.27x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

35th percentile

1.3%

Higher net margin than 35% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$245,716

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

20th percentile

-10%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

48th percentile

3.5%

Faster revenue growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$16,375,816

Down $1,894,699 (-10%) from 2021

Net Assets

Up

-$609,856

Up $380,429 (+38%) from 2021

Liabilities

Down

$16,985,672

Down $2,275,128 (-12%) from 2021

Revenue

Up

$63,331,382

Up $2,117,622 (+3.5%) from 2021

Expenses

Down

$62,506,083

Down $2,091,682 (-3.2%) from 2021

Net Income

Up

$825,299

Up $4,209,304 (+124%) from 2021

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

2022

Assets$16,375,816
Liabilities$16,985,672
Net Assets-$609,856

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

2022

Revenue$63,331,382
Expenses$62,506,083
Net Income$825,299
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.0
Gross Receipts
$63,892,617
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$6,593,449$6,458,805▼ $134,644
Land, Buildings, and Equipment, Net$5,840,148$5,739,878▼ $100,270
Cash and Non-Interest-Bearing Accounts$3,306,420$1,990,293▼ $1,316,127
Investments in Publicly Traded Securities$1,931,861$1,675,414▼ $256,447
Prepaid Expenses and Deferred Charges$249,420$330,944▲ $81,524
Total Assets$18,270,515$16,375,816▼ $1,894,699
Other Assets Total$349,217$180,482▼ $168,735
Liabilities
Mortgage Notes Payable Secured by Investment Property$12,736,731$11,514,216▼ $1,222,515
Accounts Payable and Accrued Expenses$4,248,841$5,095,939▲ $847,098
Other Liabilities$766,993$229,625▼ $537,368
Deferred Revenue$1,508,235$144,747▼ $1,363,488
Unsecured Notes Loans Payable-$1,145-
Total Liabilities$19,260,800$16,985,672▼ $2,275,128
Net Assets / Fund Balance
Net Assets With Donor Restrictions$38,409$41,550▲ $3,141
Net Assets Without Donor Restrictions$-1,028,694$-651,406▲ $377,288
Total Net Assets Fund Balance$-990,285$-609,856▲ $380,429
Total Liabilities and Net Assets / Fund Balance$18,270,515$16,375,816▼ $1,894,699

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,092,875$8,442,447$9,535,322
Equipment$1,678,979$4,880,130$6,559,109
Leasehold Improvements$719,471$2,576,525$3,295,996
Land$2,248,553-$2,248,553
Other Land Buildings-$111,325$111,325

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,730,171-▼ $221,773-$1,499,125
2020$1,402,294-▲ $330,312-$1,730,171
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia TransueLpnFT$234,304$11,412$245,716
Mary Beth HornerCFOFT$136,451$31,152$167,603
Paul ColemanFormer Execu-$148,876$2,526$151,402
Paul ColemanFormer Executive Director-$148,876$2,526$151,402
Akeem Lawal IsaNursing AssiFT$120,472$28,821$149,293
Salome Mugure ThigaLpnFT$117,583$17,501$135,084
Susan E GiachettiCOOFT$108,858$19,854$128,712
Nancy Jane IngramDirectorFT$110,069$17,591$127,660
Melusi MoyoLpnFT$119,752-$119,752
Susan Leslie Leyburn Mpa Shrm-cpExecutive DiFT$102,484$9,494$111,978

Highest Paid Contractors

ContractorServicesLocationCompensation
Thomas A Heckler LLCLandscaping1918 PERKIOMENVILLE ROAD, Harleysville, PA 19438$190,320
Wright Concrete Paving LLCGrounds Maint830 CATCH BASIN ROAD, Sellersville, PA 18960$146,865
Absolute Property MaintenanceGrounds Maint6887 BULLHEAD ROAD, Northampton, PA 18067$137,625
Prospect Heatlh Access NetworkMedical1 MEDICAL CENTER BLVD, Upland, PA 19013$107,181
Revenue and Support

Revenue Composition

Contributions and Grants
$232,832
Program Service Revenue
$62,350,093
Investment Income
$748,457
Other Revenue
$0
All Other Contributions
$232,832
Change in Net Assets
$825,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$63,331,382
Revenue Not Reported on Form 990
$-746,863
Total Revenue per Audited Statements
$62,584,519
Total Revenue per Form 990
$63,331,382
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$44,072,143
Other Expenses$18,433,940
Total Fundraising Expense$116,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,449,498$1,709,337$77,375$33,236,210
Fees for Services Other$8,517,994$37,818-$8,555,812
Other Employee Benefits$7,101,879$350,106$19,346$7,471,331
Occupancy$3,339,555$383,259$11,225$3,734,039
Payroll Taxes$2,338,739$162,340$5,754$2,506,833
Depreciation Depletion$957,885$58,023-$1,015,908
Travel$806,256$10,459-$816,715
Current Officers, Directors, Trustees, and Key Employees-$537,167-$537,167
All Other Expenses$408,197$115,294-$523,491
Interest$178,536$289,921-$468,457
Other Expenses$452,832$20,233$163$452,832
Pension Plan Contributions$304,938$14,914$750$320,602
Insurance$92,769$206,842-$299,611
Fees for Services Accounting-$113,292-$113,292
Office Expenses$51,207$51,397$1,767$104,371
Fees for Services Legal-$86,442-$86,442
Fees for Service Investment Mgmnt Fees-$10,279-$10,279
Advertising-$6,457-$6,457
Total Functional Expenses$58,224,646$4,165,057$116,380$62,506,083

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$62,518,910
Expenses per Audited Statements$62,506,083
Total Expenses per Form 990$62,506,083
Expenses Not Reported on Form 990$12,827
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
Payroll Withholdings Payable$123,775
Pension Payable$105,850
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 9

Paul coleman 128 creamery road ottsville, pa 18942

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
Susan Leslie Leyburn Mpa Shrm-cp
Title
Executive Director
Phone
6102645724
Signed
2023-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Leslie Leyburn Mpa Shrm-cp
Formed
1974
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
823
Volunteers
232

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 1,082,305 0 0 miscellaneous personnel 7,435,689 37,818 0 total 8,517,994 37,818 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 -301,993

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

Investment expense from affiliate 12,827

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IRS990/Form990PartVIISectionAGrp/PersonNm6NANCY JANE INGRAM
IRS990/Form990PartVIISectionAGrp/PersonNm7MELUSI MOYO
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IRS990/Form990PartVIISectionAGrp/PersonNm10EMILIO JOHN MORRONE II CPA
IRS990/Form990PartVIISectionAGrp/PersonNm11GEORGE PAUL KURTZ JR CTFA
IRS990/Form990PartVIISectionAGrp/PersonNm12SHANNA MASON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm13GEORGE HESLIN
IRS990/Form990PartVIISectionAGrp/PersonNm14DANIEL JAMES HILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm15SAMUEL JAMES JONES
IRS990/Form990PartVIISectionAGrp/PersonNm16FRANKLIN DELANO GREEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm17KAJ ERNST KARCH
IRS990/Form990PartVIISectionAGrp/PersonNm18XAVIER FAURA SOLE DVM MBA
IRS990/Form990PartVIISectionAGrp/PersonNm19RONALD GARY MATAN CPA CGMA PSA
IRS990/Form990PartVIISectionAGrp/PersonNm20KATHLEEN ANN SCHREINER
IRS990/Form990PartVIISectionAGrp/PersonNm21HELENE ANN WAGNER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0LPN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER EXECU
IRS990/Form990PartVIISectionAGrp/TitleTxt3NURSING ASSI
IRS990/Form990PartVIISectionAGrp/TitleTxt4LPN
IRS990/Form990PartVIISectionAGrp/TitleTxt5COO
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7LPN
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt182ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/FormationYr01974
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0697519
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01258754
IRS990/GrossReceiptsAmt063892617
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InsuranceGrp/ProgramServicesAmt092769
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IRS990/InterestGrp/ManagementAndGeneralAmt0289921
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IRS990/InterestGrp/TotalAmt0468457
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IRS990/JointCostsInd0X
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt05840148
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IRS990/LoanOutstandingInd0false
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.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt0383259
IRS990/OccupancyGrp/ProgramServicesAmt03339555
IRS990/OccupancyGrp/TotalAmt03734039
IRS990/OfficeExpensesGrp/FundraisingAmt01767
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051397
IRS990/OfficeExpensesGrp/ProgramServicesAmt051207
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt07471331
IRS990/OtherExpensesGrp/Desc0FOOD & BEVERAGE COSTS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL & MAINT
IRS990/OtherExpensesGrp/Desc2PROGRAM SERVICE SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROGRAM COMMUNICATIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120233
IRS990/OtherExpensesGrp/ProgramServicesAmt0900636
IRS990/OtherExpensesGrp/ProgramServicesAmt1674544
IRS990/OtherExpensesGrp/ProgramServicesAmt2649181
IRS990/OtherExpensesGrp/ProgramServicesAmt3452832
IRS990/OtherExpensesGrp/TotalAmt0902113
IRS990/OtherExpensesGrp/TotalAmt1694940
IRS990/OtherExpensesGrp/TotalAmt2649181
IRS990/OtherExpensesGrp/TotalAmt3452832
IRS990/OtherLiabilitiesGrp/BOYAmt0766993
IRS990/OtherLiabilitiesGrp/EOYAmt0229625
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt077375
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01709337
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031449498
IRS990/OtherSalariesAndWagesGrp/TotalAmt033236210
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IRS990/PayrollTaxesGrp/ProgramServicesAmt02338739
IRS990/PayrollTaxesGrp/TotalAmt02506833
IRS990/PensionPlanContributionsGrp/FundraisingAmt0750
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014914
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0304938
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0330944
IRS990/PrincipalOfficerNm0SUSAN LESLIE LEYBURN MPA SHRM-CP
IRS990/ProfessionalFundraisingInd0false

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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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