Civic Intelligence

Nason Foundation

990 • Fiscal year 2023 • EIN 25-1407194

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 02, 2023

Organization ProfileWWW.NASONFOUNDATION.ORG
1616 East Pleasant Valley BlvdAltoona, PA 16602

(814) 944-6102

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

36th percentile

0.09x

Higher debt load relative to revenue than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-98%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

36th percentile

1.0%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$5,787,523

Up $59,436 (+1.0%) from 2022

Net Assets

Up

$5,776,019

Up $59,518 (+1.0%) from 2022

Liabilities

Down

$11,504

Down $82 (-0.7%) from 2022

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

Down

$122,554

Down $295,552 (-71%) from 2022

Expenses

Up

$242,236

Up $92,532 (+62%) from 2022

Net Income

Down

-$119,682

Down $388,084 (-145%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$5,787,523
Liabilities$11,504
Net Assets$5,776,019
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$122,554
Expenses$242,236
Net Income-$119,682
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Gross Receipts
$924,864
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$4,913,885$5,002,692▲ $88,807
Savings and Temporary Cash Investments$176,484$192,653▲ $16,169
Cash and Non-Interest-Bearing Accounts$135,890$165,815▲ $29,925
Land, Buildings, and Equipment, Net$35,520$30,055▼ $5,465
Accounts Receivable-$5,000-
Total Assets$5,728,087$5,787,523▲ $59,436
Other Assets Total$466,308$391,308▼ $75,000
Liabilities
Accounts Payable and Accrued Expenses$11,586$11,504▼ $82
Total Liabilities$11,586$11,504▼ $82
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,054,448$4,081,164▲ $26,716
Net Assets With Donor Restrictions$1,662,053$1,694,855▲ $32,802
Total Net Assets Fund Balance$5,716,501$5,776,019▲ $59,518
Total Liabilities and Net Assets / Fund Balance$5,728,087$5,787,523▲ $59,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,055$8,197$38,252
Other Assets Org$391,308--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,662,053-▲ $32,802-$1,694,855
2021$1,995,786-▼ $333,733-$1,662,053
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Patty McgrawChairperson
Douglas E MingleVice Chairman
Jodi CessnaAdministrative Director
Clyde ZimmermanDirector
D Stephen MartzDirector
Earl SpringerDirector
Jen MccoyDirector
Josh BarnhartDirector
Sue BlackDirector
Tammy ClaycombDirector
Thomas StoudnourDirector
Tom ChurbockDirector
Andrea PaulAssistant Secretary
Betsy Harmon-garachSecretary
Raymond C AskeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$102,533
Program Service Revenue
$0
Investment Income
$20,021
Other Revenue
$0
All Other Contributions
$102,533
Change in Net Assets
$-119,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,380
Grants and Similar Amounts Paid$111,856
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,856--$111,856
Fees for Services Management-$38,009-$38,009
Fees for Service Investment Mgmnt Fees-$20,599-$20,599
Insurance-$5,469-$5,469
Depreciation Depletion$5,465--$5,465
Fees for Services Accounting-$4,100-$4,100
Fees for Services Legal-$3,333-$3,333
Other Expenses$3,000$862-$862
All Other Expenses$508--$508
Total Functional Expenses$160,329$81,907$0$242,236
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rails to Trails Bedford CountyDefiance, PA501(c)(3)Funds Used to Purchase Broad Top Land.$25,000
Martinsburg Youth BaseballRoaring Spring, PA501(c)(3)Funding Used for Lighting for the Fields.$20,000
Southern Alleghenies Ems CouncilAltoona, PA501(c)(3)Funds Are Used to Purchase Automated External Defibillators.$20,000
Hollidaysburg American Legion AmbulanceHollidaysburg, PA501(c)(3)Funds Are Used for Paramedic Training Program.$18,500
United Way of Blair CountyAltoona, PA501(c)(3)FUNDS ARE USED FOR HEALTHY BLAIR COUNTY COALITION - LET'S MOVE.$6,000
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.$5,700
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Provides Contracted Management Services 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$38,009
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
1616 EAST PLEASANT VALLEY BLVD, ALTOONA, PA 16602

Signing Officer

Name
Raymond C Askey
Title
Treasurer
Phone
8149374671
Signed
2023-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Mcgraw
Formed
1980
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

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, 2020 remain subject to irs examination.”

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IRS990/InsuranceGrp/ManagementAndGeneralAmt05469
IRS990/InsuranceGrp/TotalAmt05469
IRS990/InvestmentIncomeGrp/ExclusionAmt0105467
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105467
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04913885
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05002692
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08197
IRS990/LandBldgEquipBasisNetGrp/BOYAmt035520
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030055
IRS990/LandBldgEquipCostOrOtherBssAmt038252
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0802310
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/NetAssetsOrFundBalancesBOYAmt05716501
IRS990/NetAssetsOrFundBalancesEOYAmt05776019
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-85446
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-85446
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0179200
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04054448
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04081164
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0466308
IRS990/OtherAssetsTotalGrp/EOYAmt0391308
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc1WEB SERVICES
IRS990/OtherExpensesGrp/Desc2COMMUNITY SERVICE AWARD
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09535
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1862
IRS990/OtherExpensesGrp/ProgramServicesAmt039500
IRS990/OtherExpensesGrp/ProgramServicesAmt13000
IRS990/OtherExpensesGrp/TotalAmt039500
IRS990/OtherExpensesGrp/TotalAmt19535
IRS990/OtherExpensesGrp/TotalAmt23000
IRS990/OtherExpensesGrp/TotalAmt3862
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATTY MCGRAW
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE AWARDS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080857
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt068256
IRS990/PYInvestmentIncomeAmt092194
IRS990/PYOtherExpensesAmt081448
IRS990/PYOtherRevenueAmt0245055
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0268402
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0149704
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0418106
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-119682
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0-85446
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0176484
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0102533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083582
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0415130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt092194
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt064002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt068482
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0285743
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt039947
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0245055
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0245055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43890
IRS990ScheduleA/PublicSupportPY170Pct00.41900
IRS990ScheduleA/PublicSupportTotal170Amt0415130
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0102533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt080857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083582
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0415130
IRS990ScheduleA/TotalSupportAmt0945928
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/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01662053
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01694855
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt032802
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01995786
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01662053
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-333733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01642986
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01995786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0352800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01651531
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01642986
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-8545
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01674782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01651531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-23251
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0391308
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EQUITY IN LIFE INSURANCE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt030055
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08197
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038252
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.97520
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, 2020 REMAIN SUBJECT TO IRS EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.02480
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030055
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0391308
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt35700
IRS990ScheduleI/RecipientTable/CashGrantAmt418500
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
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/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDS ARE USED TO PURCHASE AUTOMATED EXTERNAL DEFIBILLATORS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDS ARE USED FOR HEALTHY BLAIR COUNTY COALITION - LET'S MOVE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUNDING USED FOR LIGHTING FOR THE FIELDS.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SPONSORSHIP 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.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUNDS ARE USED FOR PARAMEDIC TRAINING PROGRAM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FUNDS USED TO PURCHASE BROAD TOP LAND.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHERN ALLEGHENIES EMS COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNITED WAY OF BLAIR COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MARTINSBURG YOUTH BASEBALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MORRISON'S COVE MEMORIAL PARK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HOLLIDAYSBURG AMERICAN LEGION AMBULANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RAILS TO TRAILS BEDFORD COUNTY
IRS990ScheduleI/RecipientTable/RecipientEIN0251362117
IRS990ScheduleI/RecipientTable/RecipientEIN1231352003
IRS990ScheduleI/RecipientTable/RecipientEIN2251775996
IRS990ScheduleI/RecipientTable/RecipientEIN3231480760
IRS990ScheduleI/RecipientTable/RecipientEIN4251590442

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,787,523
Liabilities
$11,504
Net assets
$5,776,019
Revenue
$122,554
Expenses
$242,236
Net income
-$119,682
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