Civic Intelligence

West Shore Foundation

990 • Fiscal year 2019 • EIN 25-1587923

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 31, 2019

PO Box 704New Cumberland, PA 17070-0704

(717) 932-1818

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$28,125

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-7.4%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$795,438

Up $30,432 (+4.0%) from 2018

Net Assets

Up

$794,402

Up $30,432 (+4.0%) from 2018

Liabilities

Flat

$1,036

Flat from 2018

Revenue

Down

$127,708

Down $10,143 (-7.4%) from 2018

Expenses

Down

$99,763

Down $10,837 (-9.8%) from 2018

Net Income

Up

$27,945

Up $694 (+2.5%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $694,410Liabilities 2016: $1,036Net Assets 2016: $693,3742016Assets 2017: $725,555Liabilities 2017: $1,698Net Assets 2017: $723,8572017Assets 2018: $765,006Liabilities 2018: $1,036Net Assets 2018: $763,9702018Assets 2019: $795,438Liabilities 2019: $1,036Net Assets 2019: $794,4022019Assets 2020: $901,036Liabilities 2020: $1,036Net Assets 2020: $900,0002020Assets 2021: $1,091,849Liabilities 2021: $1,036Net Assets 2021: $1,090,8132021Assets 2022: $989,091Liabilities 2022: $1,036Net Assets 2022: $988,0552022Assets 2023: $1,061,920Liabilities 2023: $0Net Assets 2023: $1,061,9202023Assets 2024: $1,152,454Liabilities 2024: $14,500Net Assets 2024: $1,137,9542024Assets 2025: $1,233,728Liabilities 2025: $0Net Assets 2025: $1,233,7282025

Highlighted filing

2019

Assets$795,438
Liabilities$1,036
Net Assets$794,402

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2016: $21,865Expenses 2016: $110,247Net Income 2016: -$88,3822016Revenue 2017: $105,366Expenses 2017: $129,579Net Income 2017: -$24,2132017Revenue 2018: $137,851Expenses 2018: $110,600Net Income 2018: $27,2512018Revenue 2019: $127,708Expenses 2019: $99,763Net Income 2019: $27,9452019Revenue 2020: $231,233Expenses 2020: $109,911Net Income 2020: $121,3222020Revenue 2021: $177,331Expenses 2021: $155,302Net Income 2021: $22,0292021Revenue 2022: $220,428Expenses 2022: $133,765Net Income 2022: $86,6632022Revenue 2023: $178,908Expenses 2023: $171,551Net Income 2023: $7,3572023Revenue 2024: $147,406Expenses 2024: $161,610Net Income 2024: -$14,2042024Revenue 2025: $184,218Expenses 2025: $166,760Net Income 2025: $17,4582025

Highlighted filing

2019

Revenue$127,708
Expenses$99,763
Net Income$27,945
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$181,710
Mission and Program Overview

Mission

The west shore foundation is a district-wide, non-profit organization focused on projects that unify and involve students, staff, partners, and the community, while generating benefits towards enhacement of the quality of student life in the west shore school district. Both academically and athletically oriented projects are promoted. The mission of the west shore foundation is to enhance the students' educational programs and opportunities by providing additional financial support for academic and extracurricular activities.

The west shore foundation is a district-wide, non-profit organization focused on projects that unify and involve students, staff, partners, and the community, while generating benefits towards enhancement of the quality of student life in the west shore school district. Both academically and athletically oriented projects are promoted. The mission of the west shore foundation is to enhance the students' educational programs and opportunities by providing additional financial support for the academic and extracurricular programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$737,988$770,909▲ $32,921
Savings and Temporary Cash Investments$24,518$20,643▼ $3,875
Prepaid Expenses and Deferred Charges$2,500$3,886▲ $1,386
Total Assets$765,006$795,438▲ $30,432
Liabilities
Escrow Account Liability$1,036$1,036→ $0
Total Liabilities$1,036$1,036→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$736,410$767,842▲ $31,432
Temporarily Rstr Net Assets$27,560$26,560▼ $1,000
Total Net Assets Fund Balance$763,970$794,402▲ $30,432
Total Liabilities and Net Assets / Fund Balance$765,006$795,438▲ $30,432
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brian ManeelyExecutive DiPT$28,125$28,125

Board Members and Trustees

NameTitle
Gilbert J ParthemorePresident
Abigail TierneyDirector
Carol CohenDirector
Heidi HartmanDirector
Jamie WhyeDirector
Lori LundDirector
Mandy WhalenDirector
Ryan ArgotDirector
Samuel AndesDirector
Susan BlackDirector
Tammi JonesDirector
Thomas FalvoDirector
Todd StoltzDirector
Toni SharpDirector
Sue SmithSecretary
Melinda StuckTreasurer
Lucy HarmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$53,673
Program Service Revenue
$0
Investment Income
$37,083
Other Revenue
$36,952
All Other Contributions
$31,623
Change in Net Assets
$27,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,763
Total Fundraising Expense$23,241
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$8,981$1,204-$10,185
Other Expenses$15,308$8,644$15,244$8,644
Advertising--$7,997$7,997
Grants to Domestic Individuals$5,000--$5,000
Fees for Services Accounting-$2,040-$2,040
Insurance-$962-$962
Office Expenses-$239-$239
Total Functional Expenses$55,811$20,711$23,241$99,763
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,436
Fundraising Direct Expenses$18,484
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$64,238$42,188$18,484$23,704
Total Events$64,238$42,188$18,484$23,704
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

In april 2019, the board amended the bylaws to reflect a maximum number of board members allowed of no more than 21.

Form 990, Page 6, Part VI, Line 11B

The board will be notified that a draft of the 990 form is available for each of them to review before it is filed. Copies will be available in the treasurer's office at the school district administration building, or a copy of the draft can be emailed to a member upon their request.

Form 990, Page 6, Part VI, Line 15A

The foundation reviewed compensation levels for similar positions in central pennsylvania.

Form 990, Page 6, Part VI, Line 19

The foundation makes its governing documents and financial statements available to the public upon request. The foundation is currently in the process of adopting a conflict of interest policy as well as considering additional governance policies.

Filing and Contact Details

Filer

Filer Name
West Shore Foundation
EIN
25-1587923
Phone
7179321818
Address
PO BOX 704, NEW CUMBERLAND, PA 17070-0704

Signing Officer

Name
Gilbert J Parthemore
Title
President
Phone
7179321818
Signed
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gilbert J Parthemore
Formed
1987
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Greenawalt & Company Pc
Address
400 WEST MAIN STREET, MECHANICSBURG, PA 17055
Preparer
Deborah J Kelly
Phone
7177664763
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The west shore foundation is a district-wide, non-profit organization focused on projects that unify and involve students, staff, partners, and the community, while generating benefits towards enhancement of the quality of student life in the west shore school district. Both academically and athletically oriented projects are promoted. The mission of the west shore foundation is to enhance the students' educational programs and opportunities by providing additional financial support for the academic and extracurricular programs.

Form 990

The organization's officers have been considering the adoption of a "conflict of interest policy", a "whistleblower's policy", and a "document retention policy", and have reviewed samples of each. No policies have yet been formally adopted by the foundation.

Form 990, Part IX, Line 24E

Kindergarten acceleration 5,041 0 0 newberry elem reading pro 2,000 0 0 junior achievement 1,360 0 0 bank charges 0 1,204 0 ski club donations 300 0 0 academic bowl program 180 0 0 youth art month billboard 100 0 0 total 8,981 1,204 0

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

The organization was asked to be an agent for funds raised by others for the benefit of an individual student who was terminally ill. The custodial balance represents the amount of undisbursed funds.

Schedule D, Page 3, Part X

The internal revenue service has determined that the foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes has been recorded in the financial statements. The foundation believes that it has appropriate support for any tax positions, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation's "return of organization exempt from income tax" returns (form 990 or 990ez) for 2016, 2017 and 2018 are subject to examination by the irs, generally for three years after they are filed.

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IRS990/InvestmentIncomeGrp/ExclusionAmt029010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029010
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0737988
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0770909
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035518
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WEST SHORE FOUNDATION IS A DISTRICT-WIDE, NON-PROFIT ORGANIZATION FOCUSED ON PROJECTS THAT UNIFY AND INVOLVE STUDENTS, STAFF, PARTNERS, AND THE COMMUNITY, WHILE GENERATING BENEFITS TOWARDS ENHANCEMENT OF THE QUALITY OF STUDENT LIFE IN THE WEST SHORE SCHOOL DISTRICT. BOTH ACADEMICALLY AND ATHLETICALLY ORIENTED PROJECTS ARE PROMOTED. THE MISSION OF THE WEST SHORE FOUNDATION IS TO ENHANCE THE STUDENTS' EDUCATIONAL PROGRAMS AND OPPORTUNITIES BY PROVIDING ADDITIONAL FINANCIAL SUPPORT FOR THE ACADEMIC AND EXTRACURRICULAR PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0763970
IRS990/NetAssetsOrFundBalancesEOYAmt0794402
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08073
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08073
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt036952
IRS990/NetUnrlzdGainsLossesInvstAmt02487
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0239
IRS990/OfficeExpensesGrp/TotalAmt0239
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0CONTRACTORS
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL IMPROVEMENTS
IRS990/OtherExpensesGrp/Desc2EDUCATOR INNOVATION
IRS990/OtherExpensesGrp/Desc3INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt015244
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07622
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18644
IRS990/OtherExpensesGrp/ProgramServicesAmt07622
IRS990/OtherExpensesGrp/ProgramServicesAmt118900
IRS990/OtherExpensesGrp/ProgramServicesAmt215308
IRS990/OtherExpensesGrp/TotalAmt030488
IRS990/OtherExpensesGrp/TotalAmt118900
IRS990/OtherExpensesGrp/TotalAmt215308
IRS990/OtherExpensesGrp/TotalAmt38644
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03886
IRS990/PrincipalOfficerNm0GILBERT J PARTHEMORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIP AWARDS TO BENEFIT 5 HIGH SCHOOL STUDENTS TO ASSIST IN THEIR COLLEGE EXPENSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt072784
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07000
IRS990/PYInvestmentIncomeAmt041502
IRS990/PYOtherExpensesAmt0103600
IRS990/PYOtherRevenueAmt023565
IRS990/PYRevenuesLessExpensesAmt027251
IRS990/PYTotalExpensesAmt0110600
IRS990/PYTotalRevenueAmt0137851
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt027945
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt024518
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0324529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt028644
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039884
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0156492
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0109703
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65870
IRS990ScheduleA/PublicSupportPY170Pct00.62230
IRS990ScheduleA/PublicSupportTotal170Amt0316869
IRS990ScheduleA/SubstantialContributorsTotAmt07660
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt053673
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt090938
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0324529
IRS990ScheduleA/TotalSupportAmt0481021
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS ASKED TO BE AN AGENT FOR FUNDS RAISED BY OTHERS FOR THE BENEFIT OF AN INDIVIDUAL STUDENT WHO WAS TERMINALLY ILL. THE CUSTODIAL BALANCE REPRESENTS THE AMOUNT OF UNDISBURSED FUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" RETURNS (FORM 990 OR 990EZ) FOR 2016, 2017 AND 2018 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt022050
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt022050
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018484
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064238
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042188
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042188
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023704
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018484
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018484
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WEST SHORE FOUNDATION IS A DISTRICT-WIDE, NON-PROFIT ORGANIZATION FOCUSED ON PROJECTS THAT UNIFY AND INVOLVE STUDENTS, STAFF, PARTNERS, AND THE COMMUNITY, WHILE GENERATING BENEFITS TOWARDS ENHANCEMENT OF THE QUALITY OF STUDENT LIFE IN THE WEST SHORE SCHOOL DISTRICT. BOTH ACADEMICALLY AND ATHLETICALLY ORIENTED PROJECTS ARE PROMOTED. THE MISSION OF THE WEST SHORE FOUNDATION IS TO ENHANCE THE STUDENTS' EDUCATIONAL PROGRAMS AND OPPORTUNITIES BY PROVIDING ADDITIONAL FINANCIAL SUPPORT FOR THE ACADEMIC AND EXTRACURRICULAR PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S OFFICERS HAVE BEEN CONSIDERING THE ADOPTION OF A "CONFLICT OF INTEREST POLICY", A "WHISTLEBLOWER'S POLICY", AND A "DOCUMENT RETENTION POLICY", AND HAVE REVIEWED SAMPLES OF EACH. NO POLICIES HAVE YET BEEN FORMALLY ADOPTED BY THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN APRIL 2019, THE BOARD AMENDED THE BYLAWS TO REFLECT A MAXIMUM NUMBER OF BOARD MEMBERS ALLOWED OF NO MORE THAN 21.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD WILL BE NOTIFIED THAT A DRAFT OF THE 990 FORM IS AVAILABLE FOR EACH OF THEM TO REVIEW BEFORE IT IS FILED. COPIES WILL BE AVAILABLE IN THE TREASURER'S OFFICE AT THE SCHOOL DISTRICT ADMINISTRATION BUILDING, OR A COPY OF THE DRAFT CAN BE EMAILED TO A MEMBER UPON THEIR REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION REVIEWED COMPENSATION LEVELS FOR SIMILAR POSITIONS IN CENTRAL PENNSYLVANIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION IS CURRENTLY IN THE PROCESS OF ADOPTING A CONFLICT OF INTEREST POLICY AS WELL AS CONSIDERING ADDITIONAL GOVERNANCE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6KINDERGARTEN ACCELERATION 5,041 0 0 NEWBERRY ELEM READING PRO 2,000 0 0 JUNIOR ACHIEVEMENT 1,360 0 0 BANK CHARGES 0 1,204 0 SKI CLUB DONATIONS 300 0 0 ACADEMIC BOWL PROGRAM 180 0 0 YOUTH ART MONTH BILLBOARD 100 0 0 TOTAL 8,981 1,204 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt027560
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026560
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0765006
IRS990/TotalAssetsEOYAmt0795438
IRS990/TotalAssetsGrp/BOYAmt0765006
IRS990/TotalAssetsGrp/EOYAmt0795438
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt053673
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023241
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020711
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055811
IRS990/TotalFunctionalExpensesGrp/TotalAmt099763
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01036
IRS990/TotalLiabilitiesEOYAmt01036
IRS990/TotalLiabilitiesGrp/BOYAmt01036
IRS990/TotalLiabilitiesGrp/EOYAmt01036
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IRS990/TotalProgramServiceExpensesAmt055811
IRS990/TotalReportableCompFromOrgAmt028125
IRS990/TotalRevenueGrp/ExclusionAmt029010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08073

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