Civic Intelligence

Nason Foundation

990 • Fiscal year 2020 • EIN 25-1407194

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 01, 2020

Organization ProfileWWW.NASONFOUNDATION.ORG
1330 11th AvenueAltoona, PA 16601

(814) 944-6102

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.93x

Higher debt load relative to revenue than 80% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

35th percentile

-0.5%

Higher net margin than 35% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

8th percentile

-8.6%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-14%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$5,798,605

Down $546,351 (-8.6%) from 2019

Net Assets

Down

$5,669,275

Down $9,245 (-0.2%) from 2019

Liabilities

Down

$129,330

Down $537,106 (-81%) from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin35th percentile

Revenue

Down

$138,548

Down $22,093 (-14%) from 2019

Expenses

Up

$139,248

Up $528,367 (+136%) from 2019

Net Income

Down

-$700

Down $550,460 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $326,049Net Assets 2011: $326,0492011Assets 2012: $313,876Net Assets 2012: $313,8762012Assets 2013: $322,310Net Assets 2013: $322,3102013Assets 2016: $6,666,921Liabilities 2016: $1,666,086Net Assets 2016: $5,000,8352016Assets 2017: $6,400,636Liabilities 2017: $1,337,534Net Assets 2017: $5,063,1022017Assets 2018: $6,358,411Liabilities 2018: $1,206,400Net Assets 2018: $5,152,0112018Assets 2019: $6,344,956Liabilities 2019: $666,436Net Assets 2019: $5,678,5202019Assets 2020: $5,798,605Liabilities 2020: $129,330Net Assets 2020: $5,669,2752020Assets 2021: $6,135,245Liabilities 2021: $119,884Net Assets 2021: $6,015,3612021Assets 2022: $5,728,087Liabilities 2022: $11,586Net Assets 2022: $5,716,5012022Assets 2023: $5,787,523Liabilities 2023: $11,504Net Assets 2023: $5,776,0192023Assets 2024: $6,003,017Liabilities 2024: $11,684Net Assets 2024: $5,991,3332024Assets 2025: $6,380,139Liabilities 2025: $10,712Net Assets 2025: $6,369,4272025

Highlighted filing

2020

Assets$5,798,605
Liabilities$129,330
Net Assets$5,669,275
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $47,944Expenses 2011: $30,389Net Income 2011: $17,5552011Revenue 2012: $50,696Expenses 2012: $50,869Net Income 2012: -$1732012Revenue 2013: $37,854Expenses 2013: $179,420Net Income 2013: -$141,5662013Revenue 2016: $116,489Expenses 2016: $1,065,360Net Income 2016: -$948,8712016Revenue 2017: $93,868Expenses 2017: $116,119Net Income 2017: -$22,2512017Revenue 2018: $117,423Expenses 2018: $86,100Net Income 2018: $31,3232018Revenue 2019: $160,641Expenses 2019: -$389,119Net Income 2019: $549,7602019Revenue 2020: $138,548Expenses 2020: $139,248Net Income 2020: -$7002020Revenue 2021: $131,407Expenses 2021: $169,021Net Income 2021: -$37,6142021Revenue 2022: $418,106Expenses 2022: $149,704Net Income 2022: $268,4022022Revenue 2023: $122,554Expenses 2023: $242,236Net Income 2023: -$119,6822023Revenue 2024: $198,575Expenses 2024: $254,680Net Income 2024: -$56,1052024Revenue 2025: $347,981Expenses 2025: $266,016Net Income 2025: $81,9652025

Highlighted filing

2020

Revenue$138,548
Expenses$139,248
Net Income-$700
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 1, 2020
Return Version
2019v5.1
Gross Receipts
$145,050
Mission and Program Overview

Mission

To support & promote the health and vitality of our local community through financial support and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,760,407$3,596,909▲ $836,502
Investments in Publicly Traded Securities$1,651,531$1,642,986▼ $8,545
Cash and Non-Interest-Bearing Accounts$97,271$92,402▼ $4,869
Total Assets$6,344,956$5,798,605▼ $546,351
Other Assets Total$1,835,747$466,308▼ $1,369,439
Liabilities
Other Liabilities$658,000$110,000▼ $548,000
Accounts Payable and Accrued Expenses$8,436$19,330▲ $10,894
Total Liabilities$666,436$129,330▼ $537,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,026,989$4,026,289▼ $700
Net Assets With Donor Restrictions$1,651,531$1,642,986▼ $8,545
Total Net Assets Fund Balance$5,678,520$5,669,275▼ $9,245
Total Liabilities and Net Assets / Fund Balance$6,344,956$5,798,605▼ $546,351

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$75,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,651,531-▼ $8,545-$1,642,986
2018$1,674,782-▼ $23,251-$1,651,531
2017$1,617,196-▲ $57,586-$1,674,782
2016$1,532,678-▲ $84,518-$1,617,196
2015$1,658,245-▼ $125,567-$1,532,678
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
D Stephen MartzCo-chairperson
Patty McgrawCo-chairperson
Douglas E Mingle1st Vice Chairman
Bill KirschDirector
Clyde ZimmermanDirector
Dan HershbergerDirector
Earl SpringerDirector
Thomas StoudnourDirector
Tom ChurbockDirector
Andrea PaulAssistant Secretary
Betsy Harmon-garachSecretary
Raymond C AskeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,653
Program Service Revenue
$0
Investment Income
$56,746
Other Revenue
$18,149
All Other Contributions
$63,653
Change in Net Assets
$-700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,060
Other Expenses$42,188
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,060--$97,060
Fees for Services Management-$34,239-$34,239
Insurance-$4,833-$4,833
Fees for Services Accounting-$3,995-$3,995
Fees for Services Legal-$1,655-$1,655
Other Expenses$850$336-$336
Fees for Service Investment Mgmnt Fees-$80-$80
All Other Expenses-$-9,000-$-9,000
Total Functional Expenses$100,910$38,338$0$139,248
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Alleghenies EmsAltoona, PA501(c)(3)FUNDS ARE USED TO PURCHASE AUTOMATED EXTERNAL DEFIBRILLATORS (AED - $35,000) AND PERSONAL PROTECTION EQUIPMENT (PPE - $13,500), FOR COMMUNITY FIRE COMPANIES, CHURCHES AND SCHOOLS.$48,500
Garver Memorial YmcaRoaring Spring, PA501(c)(3)FUNDING OF EXERCISE EQUIPMENT NEEDED FOR FULFILLMENT OF ORGANIZATION'S MISSION OF PROMOTING A HEALTY LIFESTYLE.$13,660
Homewood at MartinsburgMartinsburg, PA501(c)(3)Funding of Exercise Equipment Needed for Aspects of Elderly Care.$10,000
THE VILLAGE AT MORRISON'S COVEMartinsburg, PA501(c)(3)Funding of Exercise Equipment Needed for Aspects of Elderly Care.$10,000
Hollidaysburg American Legion Ambulance ServiceHollidaysburg, PA501(c)(3)Training & Equipment for Safety Upgrades Relating to Cpr & First Aid Training.$5,000
The American Heart AssociationHarrisburg, PA501(c)(3)SPONSORSHIP OF ORGANIZATION'S "GO RED FOR WOMEN" PROMOTING FEMALE HEART HEALTH.$5,000
Blair Regional YmcaHollidaysburg, PA501(c)(3)SPONSOR OF YMCA FUNDRAISING "TURKEY TROT" RACE TO FURTHER THE YMCA'S MISSION.$1,500
MORRISON'S COVE MEMORIAL PARKMartinsburg, PA501(c)(3)SPONSORSHIP OF ORGANIZATION'S BOWLING PROGRAM FOR SENIORS/ELDERLY TO ASSIST IN MAINTAINING PHYSICAL STRENGTH & DEXTERITY.$1,400
AmbucsRoaring Spring, PA501(c)(3)Funds Are Used to Provide Mobility Ramps to Children With Physical Disabilities.$1,000
The Giorgio FoundationDuncansville, PA501(c)(3)SPONSORSHIP OF ORGANIZATION'S "NIGHT TO END" NEUROFIBROMATOSIS (NF).$1,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,395
Fundraising Direct Expenses$6,502
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$17,395$17,395$2,430$14,965
Total Events$17,395$17,395$6,502$10,893
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unasserted Liabilities$110,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Day to day management and record keeping has been contracted with the central pennsylvania community foundation.”

Form 990, Part VI, Section B, Line 11B

“No board review will be conducted. A review will be performed by the contracted management organization, the central pennsylvania community foundation, and the treasurer prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Nason Foundation
EIN
25-1407194
Phone
8149446102
Address
1330 11TH AVENUE, ALTOONA, PA 16601

Signing Officer

Name
Raymond C Askey
Title
Treasurer
Phone
8149374671
Signed
2020-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Stephen Martz
Formed
1980
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
James R Berkhimer
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net unrealized losses on investments - with donor restriction -8,545.”

PART XII, LINE 2C: THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR THE OVERSIGHT

“Of the compiled financial statements and for the selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Fasb asc topic "income taxes" clarifies the accounting for uncertainties in income taxes recognized on the foundation's financial statements. Management has concluded that disclosure is not required under the guidance given, and, therefore, no disclosures have been made by the foundation in regard to this pronouncement. No tax years prior to june 30, 2017 remain subject to irs examination.”

Raw XML AppendixShowing 400 of 579 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08436
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019330
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT & PROMOTE THE HEALTH AND VITALITY OF OUR LOCAL COMMUNITY THROUGH FINANCIAL SUPPORT AND EDUCATION.
IRS990/AllOtherContributionsAmt063653
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-9000
IRS990/AllOtherExpensesGrp/TotalAmt0-9000
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CENTRAL PA COMMUNITY FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08149446102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01330 11TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALTOONA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt097271
IRS990/CashNonInterestBearingGrp/EOYAmt092402
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt063653
IRS990/CYGrantsAndSimilarPaidAmt097060
IRS990/CYInvestmentIncomeAmt056746
IRS990/CYOtherExpensesAmt042188
IRS990/CYOtherRevenueAmt018149
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-700
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0139248
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0138548
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0CONTRIBUTIONS AND GRANTS RELATED TO HEALTH SERVICES MADE TO COMMUNITY ORGANIZATIONS. GRANTS INCLUDE FUNDS DISTRIBUTED TO SUPPORT COMMUNITY FIRE COMPANIES, EMS AGENCIES, CARE CENTERS FOR THE ELDERLY, CHURCHES AND SCHOOLS, YMCA'S, COMMUNITY PARKS, NONPROFIT ORGANIZATIONS THAT SUPPORT PHYSICAL DISABILITIES, AND SCHOOL SAFETY EMERGENCY PREPAREDNESS PROGRAMS AND CPR/AED CERTIFICATION PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01651531
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01642986
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt097060
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03995
IRS990/FeesForServicesAccountingGrp/TotalAmt03995
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01655
IRS990/FeesForServicesLegalGrp/TotalAmt01655
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt034239
IRS990/FeesForServicesManagementGrp/TotalAmt034239
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt080
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt080
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0D STEPHEN MARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS E MINGLE
IRS990/Form990PartVIISectionAGrp/PersonNm2RAYMOND C ASKEY
IRS990/Form990PartVIISectionAGrp/PersonNm3PATTY MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm4BETSY HARMON-GARACH
IRS990/Form990PartVIISectionAGrp/PersonNm5EARL SPRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS STOUDNOUR
IRS990/Form990PartVIISectionAGrp/PersonNm7CLYDE ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8TOM CHURBOCK
IRS990/Form990PartVIISectionAGrp/PersonNm9BILL KIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDREA PAUL
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN HERSHBERGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt06502
IRS990/FundraisingGrossIncomeAmt017395
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt097060
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt097060
IRS990/GrantsToDomesticOrgsGrp/TotalAmt097060
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0145050
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04833
IRS990/InsuranceGrp/TotalAmt04833
IRS990/InvestmentIncomeGrp/ExclusionAmt056746
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056746
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01651531
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01642986
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT & PROMOTE THE HEALTH AND VITALITY OF OUR LOCAL COMMUNITY THROUGH FINANCIAL SUPPORT AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05678520
IRS990/NetAssetsOrFundBalancesEOYAmt05669275
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt010893
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt010893
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04026989
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04026289
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01835747
IRS990/OtherAssetsTotalGrp/EOYAmt0466308
IRS990/OtherChangesInNetAssetsAmt0-8545
IRS990/OtherExpensesGrp/Desc0COMMUNITY SERVICE AWARD
IRS990/OtherExpensesGrp/Desc1WEB SERVICES
IRS990/OtherExpensesGrp/Desc2SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1336
IRS990/OtherExpensesGrp/ProgramServicesAmt03000
IRS990/OtherExpensesGrp/ProgramServicesAmt1850
IRS990/OtherExpensesGrp/TotalAmt03000
IRS990/OtherExpensesGrp/TotalAmt12200
IRS990/OtherExpensesGrp/TotalAmt2850
IRS990/OtherExpensesGrp/TotalAmt3336
IRS990/OtherLiabilitiesGrp/BOYAmt0658000
IRS990/OtherLiabilitiesGrp/EOYAmt0110000
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0UNRESTRICTED-UNREALIZE
IRS990/OtherRevenueMiscGrp/ExclusionAmt07256
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07256
IRS990/OtherRevenueTotalAmt07256
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0D STEPHEN MARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY SPONSORSHIPS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0850
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt083582
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt057245
IRS990/PYInvestmentIncomeAmt048457
IRS990/PYOtherExpensesAmt0-446364
IRS990/PYOtherRevenueAmt028602
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0549760
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0-389119
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0160641
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-700
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02760407
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03596909
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt063653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt076152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt082161
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0382867
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt068482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029799
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017716
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04848
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0184847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt017395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt013595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt042250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0184847
IRS990ScheduleA/InvestmentIncomeCYPct00.30300
IRS990ScheduleA/InvestmentIncomePYPct00.23890
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69700
IRS990ScheduleA/PublicSupportPY509Pct00.76110
IRS990ScheduleA/PublicSupportTotal509Amt0425117
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt094842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt090914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082161
IRS990ScheduleA/Total509Grp/TotalAmt0425117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0145050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0163324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0120713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt093868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt087009
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0609964
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01651531
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01642986
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01674782
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01651531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-23251
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01617196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01674782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057586
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01532678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01617196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084518
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01658245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01532678
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-125567
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0391308
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt175000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EQUITY IN LIFE INSURANCE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSIT - INSURANCE CLAIM DEDUCTIBLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0110000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNASSERTED LIABILITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97850
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC TOPIC "INCOME TAXES" CLARIFIES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED ON THE FOUNDATION'S FINANCIAL STATEMENTS. MANAGEMENT HAS CONCLUDED THAT DISCLOSURE IS NOT REQUIRED UNDER THE GUIDANCE GIVEN, AND, THEREFORE, NO DISCLOSURES HAVE BEEN MADE BY THE FOUNDATION IN REGARD TO THIS PRONOUNCEMENT. NO TAX YEARS PRIOR TO JUNE 30, 2017 REMAIN SUBJECT TO IRS EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02150
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0466308
IRS990ScheduleD/TotalLiabilityAmt0110000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06502
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017395
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010893
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02430
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02430
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04072
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04072
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt048500
IRS990ScheduleI/RecipientTable/CashGrantAmt11000
IRS990ScheduleI/RecipientTable/CashGrantAmt21500
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt61000
IRS990ScheduleI/RecipientTable/CashGrantAmt713660
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt91400
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS ARE USED TO PURCHASE AUTOMATED EXTERNAL DEFIBRILLATORS (AED - $35,000) AND PERSONAL PROTECTION EQUIPMENT (PPE - $13,500), FOR COMMUNITY FIRE COMPANIES, CHURCHES AND SCHOOLS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDS ARE USED TO PROVIDE MOBILITY RAMPS TO CHILDREN WITH PHYSICAL DISABILITIES.

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
$5,798,605
Liabilities
$129,330
Net assets
$5,669,275
Revenue
$138,548
Expenses
$139,248
Net income
-$700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.01$6.37$0.35$0.27$0.08
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.01$5.99$0.20$0.25$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.01$5.78$0.12$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.01$5.72$0.42$0.15$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.14$0.12$6.02$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.80$0.13$5.67$0.14$0.14$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.34$0.67$5.68$0.16$0.39$0.55
2018Detailed filing. Detailed filing data is available for this year.$6.36$1.21$5.15$0.12$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.40$1.34$5.06$0.09$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.67$1.67$5.00$0.12$1.07$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.32$0.04$0.18$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.05$0.05$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.05$0.03$0.02