Civic Intelligence

Bucks County Foundation

990 • Fiscal year 2020 • EIN 23-9031005

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 21, 2021

Organization ProfileWWW.BUCKSCOUNTYFOUNDATION.ORG
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(215) 997-8566

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

1.30x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-77%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$119,899

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

$15,268,240

No earlier filing loaded for comparison.

Net Assets

$14,749,114

No earlier filing loaded for comparison.

Liabilities

$519,126

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin5th percentile

Revenue

$399,347

No earlier filing loaded for comparison.

Expenses

$708,118

No earlier filing loaded for comparison.

Net Income

-$308,771

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2020: $15,268,240Liabilities 2020: $519,126Net Assets 2020: $14,749,1142020Assets 2021: $16,590,883Liabilities 2021: $574,479Net Assets 2021: $16,016,4042021Assets 2022: $13,336,539Liabilities 2022: $448,371Net Assets 2022: $12,888,1682022Assets 2023: $15,287,673Liabilities 2023: $512,760Net Assets 2023: $14,774,9132023Assets 2024: $17,049,773Liabilities 2024: $579,250Net Assets 2024: $16,470,5232024

Highlighted filing

2020

Assets$15,268,240
Liabilities$519,126
Net Assets$14,749,114
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $399,347Expenses 2020: $708,118Net Income 2020: -$308,7712020Revenue 2021: $425,091Expenses 2021: $686,845Net Income 2021: -$261,7542021Revenue 2022: $500,586Expenses 2022: $727,154Net Income 2022: -$226,5682022Revenue 2023: $1,456,892Expenses 2023: $898,358Net Income 2023: $558,5342023Revenue 2024: $1,693,856Expenses 2024: $1,086,047Net Income 2024: $607,8092024

Highlighted filing

2020

Revenue$399,347
Expenses$708,118
Net Income-$308,771
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 21, 2021
Return Version
2020v4.1
Gross Receipts
$399,347
Mission and Program Overview

Mission

The bucks county foundation was founded as a community foundation to afford indivduals the opportunity to make lasting, flexible gifts to meet the needs of bucks county residents and to assist the county's charitable organizations both in existence and those to come in years ahead.

Provide support for charities and scholarship programs at various colleges in the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,868,697$14,598,431▲ $729,734
Savings and Temporary Cash Investments$659,793$665,277▲ $5,484
Other Notes and Loans Receivable, Net$11,469$4,532▼ $6,937
Total Assets$14,539,959$15,268,240▲ $728,281
Liabilities
Other Liabilities$483,137$519,126▲ $35,989
Total Liabilities$483,137$519,126▲ $35,989
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,766,549$10,206,694▲ $440,145
Net Assets Without Donor Restrictions$4,290,273$4,542,420▲ $252,147
Total Net Assets Fund Balance$14,056,822$14,749,114▲ $692,292
Total Liabilities and Net Assets / Fund Balance$14,539,959$15,268,240▲ $728,281

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$9,519,047$82,763▲ $831,317-$9,982,249
2019$8,389,604$86,985▲ $1,426,187-$9,519,047
2018----$8,389,604
2017$12,312,659----
2016$11,808,886$69,028▲ $887,854-$12,312,659
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mrs Linda L GoodwinExecutive Director & Secretary-$119,899$119,899
Pnc Bank N aTrusteePT$53,933$53,933

Board Members and Trustees

NameTitle
Grace M Deon EsquirePresident and Director
DR JOSEPH O'NEILLDirector
Krista HarperDirector
Ms Lucy SteitzDirector
Peter Van Dine J DDirector
Ronald R Bolig EsquireTreasurer and Director
Bny Mellon Bank N aTrustee
First National Bank of NewtownTrustee
Penn Community BankTrustee
Univest Bank N aTrustee
Wells Fargo Bank N aTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$103,903
Program Service Revenue
$0
Investment Income
$295,444
Other Revenue
$0
All Other Contributions
$103,903
Change in Net Assets
$-308,771

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$31,560Fair Market Value (FMV)
Total Noncash Contributions1$31,560-

Audited Revenue Reconciliation

Revenue per Audited Statements
$399,347
Revenue Not Reported on Form 990
$960,432
Total Revenue per Audited Statements
$1,359,779
Total Revenue per Form 990
$399,347
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$508,772
Salaries, Compensation, and Employee Benefits$173,831
Other Expenses$25,515
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$508,772--$508,772
Current Officers, Directors, Trustees, and Key Employees$146,865$26,966-$173,831
Fees for Services Accounting-$12,078-$12,078
Other Expenses$9,618$3,819-$3,819
Total Functional Expenses$665,255$42,863$0$708,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$708,118
Expenses per Audited Statements$667,487
Total Expenses per Audited Statements$667,487
Expenses Not Reported on Financial Statements$40,631
Other Expense Adjustments$40,631
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bucks County Community CollegeNewtown, PA501c3-$44,476
Delaware Valley UniversityDoylestown, PA501c3-$44,476
AarkChalfont, PA501c3-$10,000
Ann Silverman Community Health ClinicDoylestown, PA501c3-$8,500
BC CHILDREN'S MUSEUMNew Hope, PA501c3-$7,500
Bchs - MercerDoylestown, PA501c3-$7,500
Legal AidBristol, PA501c3-$7,500
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
Agency Liability$517,926
Payroll Withholding$1,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

PART VI, SECTION C, LINE 19:

“Written request to the bucks county foundation or to the managing corporate trustee - pnc bank, n.a.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The bucks county foundation is a trust fund and has a written policy regarding documentation of meetings and written actions of its distribution committee with authority to act on it's behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“As approved by the committee.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, n.a. As managing corporate trustee of the foundation authorizes a third party accounting firm to prepare the tax returns for the foundation. Form 990 is therefore prepared by a member of the governing body. Form 990 is prepared only after an audit has been prepared by a firm of independent certified public accounts.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Linda l. Goodwin, executive director”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through written requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bucks County Foundation
EIN
23-9031005
Phone
2159978566
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2159978566
Signed
2021-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda L Goodwin Exec Dir
Formed
2004
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
5
Employees
1

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

PART I, LINE 1, ORGANIZATION MISSION:

“Provide support for charities and scholarships at various colleges throughout the united states.”

Form 990, Page 12, Part XII, Line 2

“N/A”

Explanation for Form 990, Part XI, Line 9

“Timing difference of payroll and benefits: $40,631”

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“The Foundation's endowments consist of individual funds established for a variety of purposes to further their individual philanthropic goals that are consistent with the overall goal of the Bucks County Foundation.”

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“Timing difference of expenses: $40,631”

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IRS990ScheduleD/OtherSecuritiesGrp/Desc032054K103 FIRST INDL REALTY TRUST I
IRS990ScheduleD/OtherSecuritiesGrp/Desc133616C100 FIRST REPUBLIC BANK/FRAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc236237H101 G-III APPAREL GROUP LTD
IRS990ScheduleD/OtherSecuritiesGrp/Desc336467J108 GAMING AND LEISURE PROPE-
IRS990ScheduleD/OtherSecuritiesGrp/Desc437637Q105 GLACIER BANCORP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc539874R101 GROCERY OUTLET HOLDING CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc640171V100 GUIDEWIRE SOFTWARE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc740415F101 HDFC BANK LTD SPON - ADR
IRS990ScheduleD/OtherSecuritiesGrp/Desc840425J101 HMS HLDGS CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc942225P501 HEALTHCARE TRUST OF AME-C
IRS990ScheduleD/OtherSecuritiesGrp/Desc1042250P103 HEALTHPEAK PROPERTIES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1142805E306 HESKA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1243300A203 HILTON WORLDWIDE HLDGS -
IRS990ScheduleD/OtherSecuritiesGrp/Desc1344107P104 HOST HOTELS & RESORTS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1444267D107 HOWARD HUGHES CORP THE-W
IRS990ScheduleD/OtherSecuritiesGrp/Desc1544925C103 ICF INTERNATIONAL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1645168D104 IDEXX LABS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1746090E103 INVESCO QQQ TRUST ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1846187W107 INVITATION HOMES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1946266C105 IQVIA HOLDINGS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2046284V101 IRON MOUNTAIN INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2146432F842 ISHARES CORE MSCI EAFE ET
IRS990ScheduleD/OtherSecuritiesGrp/Desc2248020Q107 JONES LANG LASALLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2350540R409 LABORATORY CORP OF AMERIC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2452106N459 LAZARD GLOBAL LISTED INFR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2552603B107 LENDINGTREE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2653223X107 LIFE STORAGE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2754338V101 LONZA GROUP AG UNSPON ADR
IRS990ScheduleD/OtherSecuritiesGrp/Desc2855261F104 M&T BK CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2955354G100 MSCI INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3055955D100 MAGNITE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3157636Q104 MASTERCARD INC CL A
IRS990ScheduleD/OtherSecuritiesGrp/Desc3258463J304 MEDICAL PROPERTIES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc3358506Q109 MEDPACE HOLDINGS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3458733R102 MERCADOLIBRE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3558933Y105 MERCK & CO INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3659064R109 MESA LABS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3759522J103 MID AMER APT CMNTYS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3860786M105 MOELIS & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc3964049M209 NEOGENOMICS INC COM NEW
IRS990ScheduleD/OtherSecuritiesGrp/Desc4065336K103 NEXSTAR MEDIA GROUP INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4165558R109 NORDEA BANK ABP - SPON AD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4267103H107 O REILLY AUTOMOTIVE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4368213N109 OMNICELL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4468389X105 ORACLE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4569007J106 OUTFRONT MEDIA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4669354M108 PRA HEALTH SCIENCES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4770509V100 PEBBLEBROOK HOTEL TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc4874256W584 PRINCIPAL MIDCAP FUND-R6
IRS990ScheduleD/OtherSecuritiesGrp/Desc4974340W103 PROLOGIS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5074365P108 PROSUS NV -SPON ADR SEDOL
IRS990ScheduleD/OtherSecuritiesGrp/Desc5174440Y884 PGIM HIGH YIELD FUND CLAS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5274460D109 PUBLIC STORAGE REITS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5374736A103 QTS REALTY TRUST INC-CL A
IRS990ScheduleD/OtherSecuritiesGrp/Desc5474758T303 QUALYS INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc5574965L101 RLJ LODGING TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc5674975E303 RWE AG SPONSORED ADR REPS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5775513E101 RAYTHEON TECHNOLOGIES COR
IRS990ScheduleD/OtherSecuritiesGrp/Desc5875606N109 REALPAGE, INC.
IRS990ScheduleD/OtherSecuritiesGrp/Desc5976029L100 REPAY HOLDINGS CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6076131D103 RESTAURANT BRANDS INTERN-
IRS990ScheduleD/OtherSecuritiesGrp/Desc6176169C100 REXFORD INDUSTRIAL REALTY
IRS990ScheduleD/OtherSecuritiesGrp/Desc6277958B105 T ROWE PRICE INSTITUTIONA
IRS990ScheduleD/OtherSecuritiesGrp/Desc6378409V104 S&P GLOBAL INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6478410G104 SBA COMMUNICATIONS CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6578440X101 SL GREEN REALTY CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc6678463M107 SPS COMMERCE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6778573L106 SABRA HEALTH CARE REIT IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc6878709Y105 SAIA INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc6980007R105 SANDS CHINA LTD UNSPONS A
IRS990ScheduleD/OtherSecuritiesGrp/Desc7080105N105 SANOFI SPONSORED ADR
IRS990ScheduleD/OtherSecuritiesGrp/Desc7181617J301 SELECT ENERGY SERVICES IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc7281761L102 SERVICE PROPERTIES TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc7382509L107 SHOPIFY INC - A W/I SEDOL
IRS990ScheduleD/OtherSecuritiesGrp/Desc7482674R103 SIKA AG-BR-ADR ADR SEDOL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,268,240
Liabilities
$519,126
Net assets
$14,749,114
Revenue
$399,347
Expenses
$708,118
Net income
-$308,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.58$16.5$1.69$1.09$0.61
2023Detailed filing. Detailed filing data is available for this year.$15.3$0.51$14.8$1.46$0.90$0.56
2022Detailed filing. Detailed filing data is available for this year.$13.3$0.45$12.9$0.50$0.73$0.23
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.57$16.0$0.43$0.69$0.26
2020Detailed filing. Detailed filing data is available for this year.$15.3$0.52$14.7$0.40$0.71$0.31