Civic Intelligence

Nason Foundation

990 • Fiscal year 2021 • EIN 25-1407194

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 14, 2021

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

25th percentile

0.02x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.91x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

7th percentile

-29%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

40th percentile

5.8%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-5.2%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$6,135,245

Up $336,640 (+5.8%) from 2020

Net Assets

Up

$6,015,361

Up $346,086 (+6.1%) from 2020

Liabilities

Down

$119,884

Down $9,446 (-7.3%) from 2020

Revenue

Down

$131,407

Down $7,141 (-5.2%) from 2020

Expenses

Up

$169,021

Up $29,773 (+21%) from 2020

Net Income

Down

-$37,614

Down $36,914 (-5273%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$6,135,245
Liabilities$119,884
Net Assets$6,015,361

Operations Trend

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

2021

Revenue$131,407
Expenses$169,021
Net Income-$37,614
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$136,841
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
Investments in Publicly Traded Securities$1,642,986$4,249,761▲ $2,606,775
Savings and Temporary Cash Investments$3,596,909$1,325,880▼ $2,271,029
Cash and Non-Interest-Bearing Accounts$92,402$93,296▲ $894
Total Assets$5,798,605$6,135,245▲ $336,640
Other Assets Total$466,308$466,308→ $0
Liabilities
Other Liabilities$110,000$110,000→ $0
Accounts Payable and Accrued Expenses$19,330$9,884▼ $9,446
Total Liabilities$129,330$119,884▼ $9,446
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,026,289$4,019,575▼ $6,714
Net Assets With Donor Restrictions$1,642,986$1,995,786▲ $352,800
Total Net Assets Fund Balance$5,669,275$6,015,361▲ $346,086
Total Liabilities and Net Assets / Fund Balance$5,798,605$6,135,245▲ $336,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$75,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,642,986-▲ $352,800-$1,995,786
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
D Stephen MartzCo-chairperson
Patty McgrawCo-chairperson
Douglas E Mingle1st Vice Chairman
Jodi CessnaAdministrative Director
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
$84,505
Program Service Revenue
$0
Investment Income
$41,044
Other Revenue
$5,858
All Other Contributions
$84,505
Change in Net Assets
$-37,614

Audited Revenue Reconciliation

Revenue per Audited Statements
$127,866
Revenue Not Reported on Financial Statements
$3,541
Revenue Not Reported on Form 990
$383,700
Total Revenue per Audited Statements
$511,566
Total Revenue per Form 990
$131,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,512
Other Expenses$68,509
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,012--$97,012
Fees for Services Management-$38,145-$38,145
Fees for Services Legal-$5,171-$5,171
Insurance-$4,833-$4,833
Fees for Services Accounting-$4,000-$4,000
Fees for Service Investment Mgmnt Fees-$3,541-$3,541
Grants to Domestic Individuals$3,500--$3,500
Other Expenses$3,000$1,618-$1,618
All Other Expenses$300$444-$744
Total Functional Expenses$103,812$65,209$0$169,021

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$169,021
Expenses per Audited Statements$165,480
Total Expenses per Audited Statements$165,480
Expenses Not Reported on Financial Statements$3,541
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Garver Memorial YmcaRoaring Spring, PA501(c)(3)FUNDING OF PLAYGROUND NEEDED FOR FULFILLMENT OF ORGANIZATION'S MISSION OF PROMOTING A HEALTY LIFESTYLE.$23,631
MORRISON'S COVE MEMORIAL PARKMartinsburg, PA501(c)(3)SPONSORSHIP OF ORGANIZATION'S BOWLING PROGRAM FOR SENIORS/ELDERLY TO ASSIST IN MAINTAINING PHYSICAL STRENGTH & DEXTERITY AND FUNDING OF "BRIELLE'S PLAYPARK" WHICH IS A COMMUNITY PARK AREA WHICH ASSISTS WITH THE PARK'S MISSION.$22,700
Claysburg Volunteer Fire CompanyClaysburg, PA501(c)(3)FUNDS ARE USED TO ASSIST IN THE FUNDING DRIVE TOWARD THE FIRE COMPANY'S PURCHASE OF FIRE TRUCK TO SERVE THE CLAYSBURG AND SURROUNDING COMMUNITIES.$20,000
Southern Alleghenies EmsAltoona, PA501(c)(3)Funds Are Used to Purchase Pulse Oximeters.$12,350
Homewood at MartinsburgMartinsburg, PA501(c)(3)Funding of Wellness Center Exercise Equipment Needed for Aspects of Elderly Care.$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 AND "HEALTHY KIDS DAY" EVENT TO FURTHER THE YMCA'S MISSION.$3,268
Spring Cove School District - Dragon Pride FoundationRoaring Spring, PA501(c)(3)Funds Are Used to Purchase Heart Rate Monitors for the Middle School.$2,889
Roaring Spring Community LibraryRoaring Spring, PA501(c)(3)Funds Are Used to Purchase Safety Items and a Water Heater for the Libary to Continue Its Community Mission.$2,174
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,292
Fundraising Direct Expenses$5,434
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Provides Contracted Management Serices to Nason Foundation.The Central Pennsylvania Community Foundation and Nason Foundation Share Two Common Board Members and the Central Pennsylvania Community Foundation Provides Contracted Management Services to Nason Foundation.No$38,145
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
Yes
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
2021-09-14
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

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, 2018 remain subject to irs examination.

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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/NetAssetsOrFundBalancesBOYAmt05669275
IRS990/NetAssetsOrFundBalancesEOYAmt06015361
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05858
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05858
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0383700
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04026289
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04019575
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0466308
IRS990/OtherAssetsTotalGrp/EOYAmt0466308
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0WEB SERVICES
IRS990/OtherExpensesGrp/Desc1ADMININSTRATIVE EVENT
IRS990/OtherExpensesGrp/Desc2COMMUNITY SERVICE AWARD
IRS990/OtherExpensesGrp/Desc3COMMUNITY SIGNAGE PROJE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13457
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21618
IRS990/OtherExpensesGrp/ProgramServicesAmt03000
IRS990/OtherExpensesGrp/TotalAmt04000
IRS990/OtherExpensesGrp/TotalAmt13457
IRS990/OtherExpensesGrp/TotalAmt23000
IRS990/OtherExpensesGrp/TotalAmt31618
IRS990/OtherLiabilitiesGrp/BOYAmt0110000
IRS990/OtherLiabilitiesGrp/EOYAmt0110000
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0D STEPHEN MARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY SPONSORSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt063653
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt097060
IRS990/PYInvestmentIncomeAmt056746
IRS990/PYOtherExpensesAmt042188
IRS990/PYOtherRevenueAmt018149
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-700
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0139248
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138548
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-37614
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03596909
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01325880
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt063653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077319
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt076152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0385211
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt041044
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt064002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt068482
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029799
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017716
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0221043
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt011292
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt011260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt013595
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt053542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt041044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt064002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068482
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0221043
IRS990ScheduleA/InvestmentIncomeCYPct00.33500
IRS990ScheduleA/InvestmentIncomePYPct00.30300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66500
IRS990ScheduleA/PublicSupportPY509Pct00.69700
IRS990ScheduleA/PublicSupportTotal509Amt0438753
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt095797
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081048
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090914
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076152
IRS990ScheduleA/Total509Grp/TotalAmt0438753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0136841
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0145050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0120713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt093868
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0659796
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/BeginningYearBalanceAmt01642986
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01995786
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0352800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01651531
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01642986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8545
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01674782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01651531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-23251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01617196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01674782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt057586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01532678
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01617196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084518
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03541
IRS990ScheduleD/ExpensesSubtotalAmt0165480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03541
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03541
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0383700
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/PrmnntEndowmentBalanceEOYPct00.97910
IRS990ScheduleD/RevenueNotReportedAmt0383700
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03541
IRS990ScheduleD/RevenueSubtotalAmt0127866
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, 2018 REMAIN SUBJECT TO IRS EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0466308
IRS990ScheduleD/TotalExpensesPerForm990Amt0169021
IRS990ScheduleD/TotalLiabilityAmt0110000
IRS990ScheduleD/TotalRevenuePerForm990Amt0131407
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0511566
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0165480
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012350
IRS990ScheduleI/RecipientTable/CashGrantAmt12889
IRS990ScheduleI/RecipientTable/CashGrantAmt23268
IRS990ScheduleI/RecipientTable/CashGrantAmt32174
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/CashGrantAmt623631
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt822700
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/PurposeOfGrantTxt0FUNDS ARE USED TO PURCHASE PULSE OXIMETERS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDS ARE USED TO PURCHASE HEART RATE MONITORS FOR THE MIDDLE SCHOOL.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SPONSOR OF YMCA FUNDRAISING "TURKEY TROT" RACE AND "HEALTHY KIDS DAY" EVENT TO FURTHER THE YMCA'S MISSION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUNDS ARE USED TO PURCHASE SAFETY ITEMS AND A WATER HEATER FOR THE LIBARY TO CONTINUE ITS COMMUNITY MISSION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUNDS ARE USED TO ASSIST IN THE FUNDING DRIVE TOWARD THE FIRE COMPANY'S PURCHASE OF FIRE TRUCK TO SERVE THE CLAYSBURG AND SURROUNDING COMMUNITIES.

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Filings

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