Civic Intelligence

Bucks County Foundation

990 • Fiscal year 2021 • EIN 23-9031005

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

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

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

1.35x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

4th percentile

-62%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

30th percentile

$119,899

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

47th percentile

8.7%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

6.4%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$16,590,883

Up $1,322,643 (+8.7%) from 2020

Net Assets

Up

$16,016,404

Up $1,267,290 (+8.6%) from 2020

Liabilities

Up

$574,479

Up $55,353 (+11%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin4th percentile

Revenue

Up

$425,091

Up $25,744 (+6.4%) from 2020

Expenses

Down

$686,845

Down $21,273 (-3.0%) from 2020

Net Income

Up

-$261,754

Up $47,017 (+15%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2021

Assets$16,590,883
Liabilities$574,479
Net Assets$16,016,404
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

2021

Revenue$425,091
Expenses$686,845
Net Income-$261,754
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.1
Gross Receipts
$425,091
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,598,431$15,813,602▲ $1,215,171
Savings and Temporary Cash Investments$665,277$775,114▲ $109,837
Other Notes and Loans Receivable, Net$4,532$2,167▼ $2,365
Total Assets$15,268,240$16,590,883▲ $1,322,643
Liabilities
Other Liabilities$519,126$574,479▲ $55,353
Total Liabilities$519,126$574,479▲ $55,353
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,206,694$11,168,924▲ $962,230
Net Assets Without Donor Restrictions$4,542,420$4,847,480▲ $305,060
Total Net Assets Fund Balance$14,749,114$16,016,404▲ $1,267,290
Total Liabilities and Net Assets / Fund Balance$15,268,240$16,590,883▲ $1,322,643

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,982,249$52,661▲ $1,292,198-$10,893,763
2020$9,519,047$82,763▲ $831,317-$9,982,249
2019$8,389,604$86,985▲ $1,426,187-$9,519,047
2018$9,280,455$35,576▼ $524,639-$8,389,604
2017$8,160,545$455,408▲ $1,124,161-$9,280,455
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mrs Linda L GoodwinExecutive DirectorFT$119,899$119,899
Pnc Bank N aTrusteePT$60,427$60,427
Amanda MundyDirectorFT$15,833$15,833

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
J Lawrence Grim EsquireFounder
Revenue and Support

Revenue Composition

Contributions and Grants
$74,848
Program Service Revenue
$0
Investment Income
$350,243
Other Revenue
$0
All Other Contributions
$74,848
Change in Net Assets
$-261,754

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$25,147Fair Market Value (FMV)
Total Noncash Contributions1$25,147-

Audited Revenue Reconciliation

Revenue per Audited Statements
$425,091
Revenue Not Reported on Form 990
$1,488,757
Total Revenue per Audited Statements
$1,913,848
Total Revenue per Form 990
$425,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$463,585
Salaries, Compensation, and Employee Benefits$196,159
Other Expenses$27,101
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$463,585--$463,585
Current Officers, Directors, Trustees, and Key Employees$147,119$49,040-$196,159
Other Expenses$11,594$11,761-$11,761
Fees for Services Accounting-$3,746-$3,746
Total Functional Expenses$622,298$64,547$0$686,845

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$686,845
Expenses per Audited Statements$646,558
Total Expenses per Audited Statements$646,558
Expenses Not Reported on Financial Statements$40,287
Other Expense Adjustments$40,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ann Silverman Community Health ClinicDoylestown, PA501c3-$10,000
BUCKS COUNTY CHILDREN'S MUSEUMNew Hope, PA501c3-$10,000
Grand View HospitalSellersville, PA501c3-$10,000
Habitat for Humanity of Bucks CountyWarminster, PA501c3-$10,000
Legal Aid Southeastern PaNorristown, PA501c3-$10,000
Network of Victim Assistance (nova)Jamison, PA501c3-$10,000
WOMEN'S ANIMAL CENTERBensalem, PA501c3-$10,000
Special EquestriansWarrington, PA501c3-$7,500
BOWMAN'S HILL WILDFLOWER PRESERVENew Hope, PA501c3-$7,000
Bucks County Opportunity CouncilDoylestown, PA501c3-$7,000
The Peace CenterLanghorne, PA501c3-$6,000
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
Agency Liability$573,279
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

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

“The Executive Directors annual compensation is determined by the Bucks County Foundation Board of Directors. Market scans and peer comparisons are utilized as part of the decision making and final approval process.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through written request to the bucks county foundation or to the managing corporate trustee - pnc bank, n.a. The governing documents and conflict of interest policy are also made available to the public upon request.”

Form 990, Page 7, Part VII, Section A

“Linda goodwin was executive director through 12/31/2021. Linda goodwin retired after year end and amanda mundy will be starting as executive director as of 01/01/2022”

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
Title
Vice President
Phone
2159978566
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Mundy Exec Dir
Formed
2004
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
12
Employees
2

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2

“N/A”

Explanation for Form 990, Part XI, Line 9

“Timing difference of payroll and benefits: $40,287”

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“The Foundations 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 payroll expenses: $40,287”

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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BUCKS COUNTY FOUNDATION CONTINUES TO HAVE ONGOING STRONG SUPPORT FROM THE COMMUNITY. IT HAS A DIVERSE REPRESENTATION ON IT'S COMMITTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY LIABILITY
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundations 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
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TIMING DIFFERENCE OF PAYROLL EXPENSES: $40,287
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
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IRS990ScheduleI/RecipientTable/IRCSectionDesc9501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ANN SILVERMAN COMMUNITY HEALTH CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LEGAL AID SOUTHEASTERN PA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WOMEN'S ANIMAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BUCKS COUNTY CHILDREN'S MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4BOWMAN'S HILL WILDFLOWER PRESERVE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BUCKS COUNTY OPPORTUNITY COUNCIL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$16,590,883
Liabilities
$574,479
Net assets
$16,016,404
Revenue
$425,091
Expenses
$686,845
Net income
-$261,754
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