Civic Intelligence

Erie Community Foundation

EIN 25-6032032 • 501(c)3 • Erie, PA

Profile

The erie community foundation works to improve the quality of life for all in our region by evaluating and addressing community issues, building permanent charitable endowments, and by promoting philanthropic and community leadership.

459 West 6th StreetErie, PA 16507

eriecommunityfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.10x

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

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

7th percentile

-24%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Assets

Up

$385,719,844

Up $53,064,652 (+16%) from 2022

Liabilities

Down

$4,103,257

Down $1,204,094 (-23%) from 2022

Net Assets

Up

$381,616,587

Up $54,268,746 (+17%) from 2022

Revenue

Down

$39,773,154

Down $28,916,088 (-42%) from 2022

Expenses

Up

$31,907,860

Up $8,625,527 (+37%) from 2022

Net Income

Down

$7,865,294

Down $37,541,615 (-83%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $156,856,448Liabilities 2010: $4,103,234Net Assets 2010: $152,753,2142010Assets 2011: $148,324,453Liabilities 2011: $4,133,195Net Assets 2011: $144,191,2582011Assets 2012: $170,507,370Liabilities 2012: $4,233,692Net Assets 2012: $166,273,6782012Assets 2013: $188,878,680Liabilities 2013: $4,597,565Net Assets 2013: $184,281,1152013Assets 2015: $191,032,913Liabilities 2015: $3,956,062Net Assets 2015: $187,076,8512015Assets 2017: $236,091,159Liabilities 2017: $3,884,932Net Assets 2017: $232,206,2272017Assets 2019: $259,123,488Liabilities 2019: $7,209,461Net Assets 2019: $251,914,0272019Assets 2020: $290,579,169Liabilities 2020: $4,042,025Net Assets 2020: $286,537,1442020Assets 2021: $335,610,816Liabilities 2021: $7,910,583Net Assets 2021: $327,700,2332021Assets 2022: $332,655,192Liabilities 2022: $5,307,351Net Assets 2022: $327,347,8412022Assets 2024: $385,719,844Liabilities 2024: $4,103,257Net Assets 2024: $381,616,5872024

Highlighted filing

2024

Assets$385,719,844
Liabilities$4,103,257
Net Assets$381,616,587

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $8,468,6802010Expenses 2011: $9,815,4652011Expenses 2012: $9,880,0062012Revenue 2013: $27,935,762Expenses 2013: $11,300,816Net Income 2013: $16,634,9462013Revenue 2015: $26,946,308Expenses 2015: $15,293,939Net Income 2015: $11,652,3692015Revenue 2017: $39,420,872Expenses 2017: $20,998,824Net Income 2017: $18,422,0482017Revenue 2019: $27,775,400Expenses 2019: $25,390,617Net Income 2019: $2,384,7832019Revenue 2020: $26,731,197Expenses 2020: $20,059,941Net Income 2020: $6,671,2562020Revenue 2021: $41,657,029Expenses 2021: $30,855,195Net Income 2021: $10,801,8342021Revenue 2022: $68,689,242Expenses 2022: $23,282,333Net Income 2022: $45,406,9092022Revenue 2024: $39,773,154Expenses 2024: $31,907,860Net Income 2024: $7,865,2942024

Highlighted filing

2024

Revenue$39,773,154
Expenses$31,907,860
Net Income$7,865,294

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$119,752,112
Mission and Program Overview

Mission

The erie community foundation works to improve the quality of life for all in our region by evaluating and addressing community issues, building permanent charitable endowments, and by promoting philanthropic and community leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$156,691,266$151,429,620▼ $5,261,646
Investments Other Securities$155,973,945$146,147,151▼ $9,826,794
Investments Program Related$5,257,862$6,781,442▲ $1,523,580
Land, Buildings, and Equipment, Net$3,467,767$4,485,911▲ $1,018,144
Cash and Non-Interest-Bearing Accounts$7,238,849$1,925,328▼ $5,313,521
Prepaid Expenses and Deferred Charges$83,762$73,017▼ $10,745
Pledges and Grants Receivable$492,778$69,485▼ $423,293
Total Assets$335,610,816$332,655,192▼ $2,955,624
Other Assets Total$6,404,587$21,743,238▲ $15,338,651
Liabilities
Grants Payable$5,356,513$3,529,643▼ $1,826,870
Other Liabilities$1,588,864$1,565,284▼ $23,580
Accounts Payable and Accrued Expenses$965,206$212,424▼ $752,782
Total Liabilities$7,910,583$5,307,351▼ $2,603,232
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$321,686,855$323,470,277▲ $1,783,422
Net Assets With Donor Restrictions$6,013,378$3,877,564▼ $2,135,814
Total Net Assets Fund Balance$327,700,233$327,347,841▼ $352,392
Total Liabilities and Net Assets / Fund Balance$335,610,816$332,655,192▼ $2,955,624

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,792,179$171,520$2,963,699
Leasehold Improvements$1,348,268$1,301,196$2,649,464
Equipment$216,889$729,544$946,433
Buildings$128,575-$128,575
Other Assets Org$168,393--
Other Securities$146,147,151--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$315,926,385$45,984,823▼ $32,676,518$1,714,436$314,735,550
2021$277,932,504$12,293,891▲ $50,898,777$2,872,483$315,926,385
2020$247,455,351$12,651,451▲ $31,646,146$1,504,652$277,932,504
2019$213,776,727$13,854,810▲ $38,111,341$1,392,382$247,455,351
2018$228,052,709$16,527,543▼ $11,681,730$1,212,301$213,776,727
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BatchelorFormer President-$120,500$514,631$635,131
Karen BilowithPresidentFT$250,000$53,124$303,124
Barbara SambroakTreasurer, CFOFT$141,007$21,786$162,793
Susannah Weis Frigon CfpVP of Philanthropic ServicesFT$117,152$33,617$150,769
Erin D FesslerVP of Marketing & Community/governmentFT$109,577$30,952$140,529
Patrick Herr MswVP of Community ImpactFT$103,416$11,100$114,516

Highest Paid Contractors

ContractorServicesLocationCompensation
Kidder Jefferys Construction LLC453 W. 6th Building Renovation201 FRENCH ST, Erie, PA 16507$1,012,471
Cambridge Associates LLCInvestment ConsultingPO BOX 72121, Chicago, IL 60691$292,450
Revenue and Support

Revenue Composition

Contributions and Grants
$56,366,138
Program Service Revenue
$383,672
Investment Income
$11,852,144
Other Revenue
$87,288
All Other Contributions
$56,366,138
Change in Net Assets
$45,406,909

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded147$551,477Fair Market Value (FMV)
Total Noncash Contributions147$551,477-

Audited Revenue Reconciliation

Revenue per Audited Statements
$65,964,301
Revenue Not Reported on Financial Statements
$2,724,941
Revenue Not Reported on Form 990
$-35,026,337
Other Revenue Adjustments
$1,005,353
Total Revenue per Audited Statements
$30,937,964
Total Revenue per Form 990
$68,689,242
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,718,553
Other Expenses$2,746,539
Salaries, Compensation, and Employee Benefits$1,817,241
Total Fundraising Expense$707,422
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,055,562--$18,055,562
Fees for Service Investment Mgmnt Fees-$1,719,587-$1,719,587
Other Salaries and Wages$374,437$276,667$271,708$922,812
Grants to Domestic Individuals$662,991--$662,991
Current Officers, Directors, Trustees, and Key Employees$188,097$208,004$155,539$551,640
Depreciation Depletion$166,583$26,662$14,708$207,953
Other Employee Benefits$64,218$64,629$45,935$174,782
Advertising$53,589$39,839$29,006$122,434
Payroll Taxes$47,121$35,910$27,337$110,368
Fees for Services Management$46,170$34,519$25,132$105,821
Conferences and Meetings$54,757$29,466$21,454$105,677
Occupancy$42,028$31,892$22,878$96,798
Fees for Services Accounting$39,011$29,100$21,188$89,299
Information Technology$29,529$22,077$16,074$67,680
Pension Plan Contributions$24,429$18,837$14,373$57,639
Office Expenses$17,420$12,329$8,977$38,726
Insurance$12,216$9,134$6,650$28,000
Other Expenses$7,066$5,283$3,847$16,196
Travel$869$649$473$1,991
Fees for Services Legal$45$34$25$104
Total Functional Expenses$19,985,149$2,589,762$707,422$23,282,333

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,282,333
Total Expenses per Audited Statements$21,171,088
Expenses per Audited Statements$19,534,183
Expenses Not Reported on Financial Statements$3,748,150
Other Expense Adjustments$2,028,562
Expenses Not Reported on Form 990$1,636,905
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Erie Cancer Wellness FoundationErie, PA501(c)(3)Various Projects$1,344,235
United Way of Erie CountyErie, PA501(c)(3)Various Projects$938,814
Erie PhilharmonicErie, PA501(c)(3)Various Projects$469,829
Corry YmcaCorry, PA501(c)(3)Various Projects$406,549
Mercy Center for WomenErie, PA501(c)(3)Various Projects$390,642
Foundation for Free Enterprise EducationErie, PA501(c)(3)Various Projects$338,136
Second Harvest Food BankErie, PA501(c)(3)Various Projects$309,286
Erie City MissionErie, PA501(c)(3)Various Projects$309,227
Flagship Niagara LeagueErie, PA501(c)(3)Various Projects$292,575
Erie County Historical Society and MuseumsErie, PA501(c)(3)Various Projects$282,485
Erie Zoological SocietyErie, PA501(c)(3)Various Projects$265,301
Erie Art MuseumErie, PA501(c)(3)Various Projects$252,372
Union City Pride IncUnion City, PA501(c)(3)Various Projects$250,000
Erie Arts & CultureErie, PA501(c)(3)Various Projects$243,011
The Nonprofit PartnershipErie, PA501(c)(3)Various Projects$218,027
Erie Center for Arts & TechnologyErie, PA501(c)(3)Various Projects$203,556
East Side RenaissanceErie, PA501(c)(3)Various Projects$200,000
EXPERIENCE CHILDREN'S MUSEUMErie, PA501(c)(3)Various Projects$186,926
Ahn Saint Vincent HospitalErie, PA501(c)(3)Various Projects$184,811
Emmaus MinistriesErie, PA501(c)(3)Various Projects$183,505
Hamot Health FoundationErie, PA501(c)(3)Various Projects$180,799
Shriners Hospitals for ChildrenErie, PA501(c)(3)Various Projects$171,677
Wayside PresbyterianErie, PA501(c)(3)Various Projects$162,630
Luther Memorial Church & Learning CenterErie, PA501(c)(3)Various Projects$154,007
Camp JudsonNorth Springfield, PA501(c)(3)Various Projects$152,064
Ben Franklin Technology PartnersState College, PA501(c)(3)Various Projects$150,000
Erie PlayhouseErie, PA501(c)(3)Various Projects$146,869
Asbury Woods PartnershipErie, PA501(c)(3)Various Projects$146,692
Park United Methodist ChurchNorth East, PA501(c)(3)Various Projects$145,191
Erie Humane SocietyErie, PA501(c)(3)Various Projects$132,129
Anna ShelterErie, PA501(c)(3)Various Projects$130,144
WqlnErie, PA501(c)(3)Various Projects$128,536
Diverse ErieErie, PA501(c)(3)Various Projects$125,000
Erie Area Rabbit Society & RescueErie, PA501(c)(3)Various Projects$123,825
Orphan Angels Cat Sanctuary and Adoption CenterErie, PA501(c)(3)Various Projects$123,246
Goodell Gardens & HomesteadEdinboro, PA501(c)(3)Various Projects$122,067
Maria House ProjectErie, PA501(c)(3)Various Projects$119,743
Mercyhurst UniversityErie, PA501(c)(3)Various Projects$117,103
LecomErie, PA501(c)(3)Various Projects$111,692
SafenetErie, PA501(c)(3)Various Projects$111,626
French Creek Valley ConservancyMeadville, PA501(c)(3)Various Projects$109,470
Erie Homes for Children & AdultsErie, PA501(c)(3)Various Projects$109,214
Orchard Beach AssemblyNorth East, PA501(c)(3)Various Projects$102,833
Erie United Methodist AllianceErie, PA501(c)(3)Various Projects$101,200
Greater Erie Economic Development CorpErie, PA501(c)(3)Various Projects$100,446
Springhill Senior Living CommunityErie, PA501(c)(3)Various Projects$98,406
WOMEN'S CARE CENTERErie, PA501(c)(3)Various Projects$97,960
First Presbyterian Church of the CovenantErie, PA501(c)(3)Various Projects$96,124
Crime Victim CenterErie, PA501(c)(3)Various Projects$91,500
Barber National InstituteErie, PA501(c)(3)Various Projects$90,746
Because You CareMckean, PA501(c)(3)Various Projects$89,243
Benedictine Sisters of ErieErie, PA501(c)(3)Various Projects$86,556
SAINT MARY'S HOME OF ERIEErie, PA501(c)(3)Various Projects$86,243
Member to Member IncCambridge Springs, PA501(c)(3)Various Projects$84,877
Sisters of St Joseph Neighborhood NetworkErie, PA501(c)(3)Various Projects$84,801
Penn State Erie the Behrend CollegeErie, PA501(c)(3)Various Projects$84,785
Diocese of ErieErie, PA501(c)(3)Various Projects$82,416
YmcaErie, PA501(c)(3)Various Projects$79,902
Sisters of St JosephErie, PA501(c)(3)Various Projects$73,381
St John the Baptist ChurchErie, PA501(c)(3)Various Projects$69,974
Julia Hospice and Palliative CareMckean, PA501(c)(3)Various Projects$69,804
International Institute of Erie (uscri)Erie, PA501(c)(3)Various Projects$69,106
First United Methodist Church of ErieErie, PA501(c)(3)Various Projects$68,450
The Salvation ArmyErie, PA501(c)(3)Various Projects$67,638
Trec FoundationErie, PA501(c)(3)Various Projects$65,614
Unitarian Universalist Congregation of ErieErie, PA501(c)(3)Various Projects$59,450
Catholic Charities Counseling and Adoption ServicesErie, PA501(c)(3)Various Projects$58,503
Nwpa Cleft Palate InstituteErie, PA501(c)(3)Various Projects$58,286
Presbyterian HomesErie, PA501(c)(3)Various Projects$58,000
HandsErie, PA501(c)(3)Various Projects$57,547
Neighborhood Art HouseErie, PA501(c)(3)Various Projects$56,687
Erie Regional Chamber & Growth PartnershipErie, PA501(c)(3)Various Projects$52,400
Gannon UniversityErie, PA501(c)(3)Various Projects$52,115
Inspiration Time Incwctl-fmErie, PA501(c)(3)Various Projects$51,119
Erie Masonic Temple Preservation FoundationErie, PA501(c)(3)Various Projects$49,053
Booker T Washington CenterErie, PA501(c)(3)Various Projects$48,649
CHILDREN'S ADVOCACY CENTERErie, PA501(c)(3)Various Projects$47,911
American National Red CrossErie, PA501(c)(3)Various Projects$47,678
Fairview Presbyterian ChurchFairview, PA501(c)(3)Various Projects$46,762
ERIE'S BLACK WALL STREETErie, PA501(c)(3)Various Projects$46,687
Hope on HorsebackFairview, PA501(c)(3)Various Projects$46,634
Corry Community FoundationCorry, PA501(c)(3)Various Projects$45,475
St Martin Center IncErie, PA501(c)(3)Various Projects$45,374
Erie Animal NetworkErie, PA501(c)(3)Various Projects$45,198
First Presbyterian Church of North EastNorth East, PA501(c)(3)Various Projects$45,101
Tamarack Wildlife Rehabilitation and Education CenterSaegertown, PA501(c)(3)Various Projects$45,008
Eastminster Presbyterian ChurchErie, PA501(c)(3)Various Projects$44,867
EMMA'S FOOTPRINTSEdinboro, PA501(c)(3)Various Projects$44,707
Wesley United Methodist ChurchErie, PA501(c)(3)Various Projects$44,301
The Sight Center of Northwest PennsylvaniaErie, PA501(c)(3)Various Projects$44,055
Camp Notre DameFairview, PA501(c)(3)Various Projects$43,873
Erie Independence House IncErie, PA501(c)(3)Various Projects$43,523
Erie Day SchoolErie, PA501(c)(3)Various Projects$43,131
Mclane ChurchEdinboro, PA501(c)(3)Various Projects$42,410
ServerieErie, PA501(c)(3)Various Projects$41,936
St George Catholic ChurchErie, PA501(c)(3)Various Projects$41,575
St Stephen Episcopal ChurchFairview, PA501(c)(3)Various Projects$40,518
Presque Isle PartnershipErie, PA501(c)(3)Various Projects$40,461
Metro Erie Meals on WheelsErie, PA501(c)(3)Various Projects$40,339
EmergycareErie, PA501(c)(3)Various Projects$40,071
Lake Erie Arboretum at FrontierErie, PA501(c)(3)Various Projects$38,178
The Upper RoomErie, PA501(c)(3)Various Projects$37,536
Jefferson Educational SocietyErie, PA501(c)(3)Various Projects$36,667
Robert H Jackson CenterJamestown, NY501(c)(3)Various Projects$36,497
St Peter CathedralErie, PA501(c)(3)Various Projects$36,222
Harborcreek Youth ServicesHarborcreek, PA501(c)(3)Various Projects$35,939
St Luke Church & SchoolErie, PA501(c)(3)Various Projects$35,700
Fairview School FoundationFairview, PA501(c)(3)Various Projects$35,234
African American Concerned Clergy (aacc)Erie, PA501(c)(3)Various Projects$35,000
Multicultural Community Resource CenterErie, PA501(c)(3)Various Projects$34,857
Mercyhurst Preparatory SchoolErie, PA501(c)(3)Various Projects$34,546
Erie DawnErie, PA501(c)(3)Various Projects$33,964
Presque Isle LighthouseErie, PA501(c)(3)Various Projects$33,700
Greater Erie Area Habitat for HumanityErie, PA501(c)(3)Various Projects$33,688
Friends of Erie County LibraryErie, PA501(c)(3)Various Projects$33,412
Impact CorryCorry, PA501(c)(3)Various Projects$33,351
Edinboro University FoundationEdinboro, PA501(c)(3)Various Projects$33,180
Boys & Girls Clubs of ErieErie, PA501(c)(3)Various Projects$32,953
Stairways Behavioral HealthErie, PA501(c)(3)Various Projects$32,216
Make-a-wish FoundationErie, PA501(c)(3)Various Projects$31,817
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Various Projects$31,766
Bayfront East Side TaskforceErie, PA501(c)(3)Various Projects$31,469
Mother Teresa AcademyErie, PA501(c)(3)Various Projects$31,400
St Patrick ChurchErie, PA501(c)(3)Various Projects$31,130
Gaudenzia Erie IncErie, PA501(c)(3)Various Projects$30,170
Bayfront Nato IncErie, PA501(c)(3)Various Projects$30,070
VETERAN'S MIRACLE CENTER OF ERIEErie, PA501(c)(3)Various Projects$30,055
MhedsErie, PA501(c)(3)Various Projects$30,000
Youth Leadership Institute of ErieErie, PA501(c)(3)Various Projects$30,000
FOUNDATION FOR ERIE'S PUBLIC SCHOOLSErie, PA501(c)(3)Various Projects$29,580
Young Artists Debut OrchestraErie, PA501(c)(3)Various Projects$29,261
Community Shelter ServicesErie, PA501(c)(3)Various Projects$28,881
Our Lady of Peace Parish and SchoolErie, PA501(c)(3)Various Projects$28,877
American Cancer SocietyCarnegie, PA501(c)(3)Various Projects$28,424
Cathedral Preparatory SchoolErie, PA501(c)(3)Various Projects$28,357
Abiding Hope Luthern ChurchErie, PA501(c)(3)Various Projects$28,215
Wld RanchGirard, PA501(c)(3)Various Projects$28,076
Immanuel Lutheran ChurchErie, PA501(c)(3)Various Projects$27,754
Blended Spirits RanchFairview, PA501(c)(3)Various Projects$27,373
Community of CaringErie, PA501(c)(3)Various Projects$26,852
Sisters of Mercy of the AmericasBuffalo, NY501(c)(3)Various Projects$26,564
Autism Society Northwestern PennsylvaniaErie, PA501(c)(3)Various Projects$26,414
ST PATRICK'S HAVENErie, PA501(c)(3)Various Projects$26,146
Erie Downtown Development CorporationErie, PA501(c)(3)Various Projects$26,112
Erie Regional Library FoundationErie, PA501(c)(3)Various Projects$25,359
Foster ErieErie, PA501(c)(3)Various Projects$25,000
Harrisburg AcademyWormleysburg, PA501(c)(3)Various Projects$25,000
Therapy Dogs United IncErie, PA501(c)(3)Various Projects$24,211
Christian Ministries of the Apostolic ChurchErie, PA501(c)(3)Various Projects$24,000
Community Country Day SchoolErie, PA501(c)(3)Various Projects$23,562
Brevillier VillageErie, PA501(c)(3)Various Projects$23,539
Foundation for Sustainable ForestSpartansburg, PA501(c)(3)Various Projects$23,525
New Blossoms New Life FoundationGirard, PA501(c)(3)Various Projects$23,425
ST PAUL'S CLINIC FOUNDATIONErie, PA501(c)(3)Various Projects$22,862
Hospice of Metropolitan ErieErie, PA501(c)(3)Various Projects$22,521
Mercy Hilltop CenterErie, PA501(c)(3)Various Projects$22,198
Achievement CenterErie, PA501(c)(3)Various Projects$22,187
Erie Police Athletic LeagueErie, PA501(c)(3)Various Projects$21,226
Erie Junior PhilharmonicErie, PA501(c)(3)Various Projects$21,074
Community Blood Bank of Nw PaErie, PA501(c)(3)Various Projects$21,009
Boy Scouts of America CouncilErie, PA501(c)(3)Various Projects$20,816
Climate Changers IncErie, PA501(c)(3)Various Projects$20,000
Fine Art MiraclesPittsburgh, PA501(c)(3)Various Projects$20,000
Harvest912 IncNorth East, PA501(c)(3)Various Projects$20,000
Jam Team FoundationErie, PA501(c)(3)Various Projects$20,000
Journey Healing TogetherErie, PA501(c)(3)Various Projects$20,000
South Harborcreek United Methodist ChurchHarborcreek, PA501(c)(3)Various Projects$19,779
ALL GOD'S CHILDREN MINSTRIESAlbion, PA501(c)(3)Various Projects$19,769
Fort Leboeuf FoundationWaterford, PA501(c)(3)Various Projects$19,600
BOY'S TOWNBoys Town, NE501(c)(3)Various Projects$18,939
Erie Catholic School SystemErie, PA501(c)(3)Various Projects$18,723
SARAH REED CHILDREN'S CENTERErie, PA501(c)(3)Various Projects$18,109
Presbyterian Seniorcare FoundationOakmont, PA501(c)(3)Various Projects$18,080
Cathedral of St PaulErie, PA501(c)(3)Various Projects$18,018
Hooked on Books for KidsErie, PA501(c)(3)Various Projects$17,808
Erie Downtown PartnershipErie, PA501(c)(3)Various Projects$17,500
Bethany Outreach CenterErie, PA501(c)(3)Various Projects$17,091
Early Connections IncErie, PA501(c)(3)Various Projects$16,960
Lake Erie Food RescueErie, PA501(c)(3)Various Projects$16,228
Lakeshore Community ServicesErie, PA501(c)(3)Various Projects$16,158
Performing Artists Collective AllianceErie, PA501(c)(3)Various Projects$16,152
ST PAUL'S UNITED CHURCH OF CHRISTErie, PA501(c)(3)Various Projects$15,629
Greater Erie Alliance for EqualityErie, PA501(c)(3)Various Projects$15,609
GecacErie, PA501(c)(3)Various Projects$15,534
Union City Area School District FoundationUnion City, PA501(c)(3)Various Projects$15,055
Council on FoundationsArlington, VA501(c)(3)Various Projects$15,000
Foundation for Christian CounselingGreensburg, PA501(c)(3)Various Projects$15,000
Group CaresFort Collins, CO501(c)(3)Various Projects$15,000
Safe JourneyUnion City, PA501(c)(3)Various Projects$15,000
New Hope Presbyterian Church of ErieErie, PA501(c)(3)Various Projects$14,970
Family Services of NwpaErie, PA501(c)(3)Various Projects$14,960
Union City Volunteer Fire CoUnion City, PA501(c)(3)Various Projects$14,245
Mission EmpowerErie, PA501(c)(3)Various Projects$14,219
BORO WOMEN'S SERVICESEdinboro, PA501(c)(3)Various Projects$14,153
Chosen IncErie, PA501(c)(3)Various Projects$14,091
Aauw- Erie BranchErie, PA501(c)(3)Various Projects$14,079
LifepathBethlehem, PA501(c)(3)Various Projects$14,000
Nami of Pa Erie County AffiliateErie, PA501(c)(3)Various Projects$13,749
Visiting Nurse AssociationErie, PA501(c)(3)Various Projects$13,322
Western Pa Annual Conference of the Untied Methodist ChurchCranberry Twp, PA501(c)(3)Various Projects$13,261
American Heart Association- ErieUniontown, OH501(c)(3)Various Projects$13,248
Our West BayfrontErie, PA501(c)(3)Various Projects$13,137
L'ARCHE ERIEErie, PA501(c)(3)Various Projects$12,802
Parkinson Partners of Nw PaErie, PA501(c)(3)Various Projects$12,634
CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONPittsburgh, PA501(c)(3)Various Projects$12,500
Bethesda Foundation for ChildrenMeadville, PA501(c)(3)Various Projects$12,013
Crime Victims Council of Lehigh Valley IncAllentwon, PA501(c)(3)Various Projects$12,000
ALZHEIMER'S ASSOC OF NW PAErie, PA501(c)(3)Various Projects$11,954
Holy Cross Catholic ChurchFairview, PA501(c)(3)Various Projects$11,676
GRADY'S DECISIONErie, PA501(c)(3)Various Projects$11,569
First Global Methodist of UcUnion City, PA501(c)(3)Various Projects$11,484
People for LifeErie, PA501(c)(3)Various Projects$11,483
Fuller Hose CompanyNorth East, PA501(c)(3)Various Projects$11,451
North East Food PantryNorth East, PA501(c)(3)Various Projects$11,386
Erie Diocesan Cursillo MovementErie, PA501(c)(3)Various Projects$11,352
Community Access MediaErie, PA501(c)(3)Various Projects$11,210
Church of the CrossFairview, PA501(c)(3)Various Projects$11,198
Corry Higher Education CouncilCorry, PA501(c)(3)Various Projects$11,078
Perry Square AllianceErie, PA501(c)(3)Various Projects$11,053
Erie Bird ObservatoryErie, PA501(c)(3)Various Projects$11,044
Edinboro Area Historical SocietyEdinboro, PA501(c)(3)Various Projects$10,843
Mccord Memorial LibraryNorth East, PA501(c)(3)Various Projects$10,703
Montessori in the WoodsErie, PA501(c)(3)Various Projects$10,687
Aces IncErie, PA501(c)(3)Various Projects$10,632
EAGLE'S NEST LEADERSHIP CORPORATIONErie, PA501(c)(3)Various Projects$10,586
The RefugeErie, PA501(c)(3)Various Projects$10,525
Mystic Mountain Training CenterCambridge Springs, PA501(c)(3)Various Projects$10,152
Asbury FoundationErie, PA501(c)(3)Various Projects$10,115
88 Live to Ride IncEast Springfield, PA501(c)(3)Various Projects$10,000
CafeErie, PA501(c)(3)Various Projects$10,000
DonorschooseorgNew York, NY501(c)(3)Various Projects$10,000
Freedom First RescueBethlehem, PA501(c)(3)Various Projects$10,000
Green Building AlliancePittsburgh, PA501(c)(3)Various Projects$10,000
Healthnetwork FoundationPepper Pike, OH501(c)(3)Various Projects$10,000
Lake Shore Railway Historical SocietyNorth East, PA501(c)(3)Various Projects$10,000
Mercy Terrace ApartmentsErie, PA501(c)(3)Various Projects$10,000
Pennsylvania Community Foundation AssociationHarrisburg, PA501(c)(3)Various Projects$10,000
World War Ii MemorialErie, PA501(c)(3)Various Projects$10,000
Project Love IncNorth East, PA501(c)(3)Various Projects$9,979
Wattsburg Erie County FairWaterford, PA501(c)(3)Various Projects$9,449
Center for Hearing & Deaf ServicesErie, PA501(c)(3)Various Projects$9,416
Film Society of NwpaErie, PA501(c)(3)Various Projects$9,372
General Mclane Foundation Education CtrEdinboro, PA501(c)(3)Various Projects$9,315
Wellfit IncErie, PA501(c)(3)Various Projects$9,305
Temple Anshe HesedErie, PA501(c)(3)Various Projects$9,289
Erie County Bar AssociationErie, PA501(c)(3)Various Projects$9,239
Saint Vincent Health FoundationErie, PA501(c)(3)Various Projects$9,225
Sarah a Reed Retirement CenterErie, PA501(c)(3)Various Projects$9,102
ST PAUL'S EVANGELICAL LUTHERAN CHURCHErie, PA501(c)(3)Various Projects$9,049
Albion Area Fair AssociationGirard, PA501(c)(3)Various Projects$9,000
The Georgiana FoundationErie, PA501(c)(3)Various Projects$8,685
Partnership of Women ReligiousErie, PA501(c)(3)Various Projects$8,678
Door Student Services IncNortheast, PA501(c)(3)Various Projects$8,659
Pennwest Edinboro Office of the BursarEdinboro, PA501(c)(3)Various Projects$8,500
Dafmark Dance TheatreErie, PA501(c)(3)Various Projects$8,433
Saint Jude SchoolEre, PA501(c)(3)Various Projects$8,331
Urban Erie Community Development CorpErie, PA501(c)(3)Various Projects$8,291
Catholic Charities of the Diocese of ErieErie, PA501(c)(3)Various Projects$8,255
St Andrew ChurchErie, PA501(c)(3)Various Projects$8,237
First Baptist Church of North EastNorth East, PA501(c)(3)Various Projects$8,223
March of DimesPittsburgh, PA501(c)(3)Various Projects$8,000
Miller-keystone Blood CenterBethlehem, PA501(c)(3)Various Projects$8,000
Iroquois School District FoundationErie, PA501(c)(3)Various Projects$7,928
Our Lady of Peace ChurchErie, PA501(c)(3)Various Projects$7,891
House of MercyErie, PA501(c)(3)Various Projects$7,797
Union City Public LibraryUnion City, PA501(c)(3)Various Projects$7,740
Our Lady of the Lake ParishEdinboro, PA501(c)(3)Various Projects$7,707
Perseus HouseErie, PA501(c)(3)Various Projects$7,692
Community Nursing Services of North EastNorth East, PA501(c)(3)Various Projects$7,588
Susan Hirt Hagen CoreErie, PA501(c)(3)Various Projects$7,545
Hva Senior Living AllianceErie, PA501(c)(3)Various Projects$7,500
Happy BarkErie, PA501(c)(3)Various Projects$7,438
West Lake Fire DepartmentErie, PA501(c)(3)Various Projects$7,380
Erie Trap and ReleaseErie, PA501(c)(3)Various Projects$7,331
First Presbyterian Church of HarborcreekHarborcreek, PA501(c)(3)Various Projects$7,325
Millcreek Education FoundationErie, PA501(c)(3)Various Projects$7,224
Fort Leboeuf Historical SocietyWaterford, PA501(c)(3)Various Projects$7,135
Jewish Community Council of ErieErie, PA501(c)(3)Various Projects$7,091
Careercatchers IncSilver Spring, MD501(c)(3)Various Projects$7,000
United Way WorldwideAlexandria, VA501(c)(3)Various Projects$7,000
Community United ChurchErie, PA501(c)(3)Various Projects$6,973
Linked by PinkErie, PA501(c)(3)Various Projects$6,956
Rotary Club of Erie Scholarship FoundationErie, PA501(c)(3)Various Projects$6,875
St Nicholas Orthodox ChurchErie, PA501(c)(3)Various Projects$6,806
Nurturing HeartsErie, PA501(c)(3)Various Projects$6,760
WOMAN'S CLUB OF ERIEErie, PA501(c)(3)Various Projects$6,720
ODESSA'S PLACEErie, PA501(c)(3)Various Projects$6,695
Edinboro Conference Grounds of the Christian & Missionary AllianceEdinboro, PA501(c)(3)Various Projects$6,691
Our Lady of Mount Carmel ParishErie, PA501(c)(3)Various Projects$6,662
Rice Avenue Community Public LibraryGirard, PA501(c)(3)Various Projects$6,599
Erie Yacht Club Foundation IncErie, PA501(c)(3)Various Projects$6,532
St Jude ChurchErie, PA501(c)(3)Various Projects$6,367
Kearsarge Fire DepartmentErie, PA501(c)(3)Various Projects$6,227
Elmwood Ave Presbyterian ChurchErie, PA501(c)(3)Various Projects$6,192
Girl Scouts Western PennsylvaniaPittsburgh, PA501(c)(3)Various Projects$6,159
Mental Health Assoc of Nw PaErie, PA501(c)(3)Various Projects$6,128
Lake Erie Region ConservancyErie, PA501(c)(3)Various Projects$6,080
Africa 6000 InternationalErie, PA501(c)(3)Various Projects$6,000
Community Resources for IndependenceErie, PA501(c)(3)Various Projects$6,000
DamsSt Paul, MN501(c)(3)Various Projects$6,000
Foundation for Boyertown EducationBoyertwon, PA501(c)(3)Various Projects$6,000
The Reason for Our Hope FoundationErie, PA501(c)(3)Various Projects$5,899
Lawrence Park Fire DepartmentErie, PA501(c)(3)Various Projects$5,885
Brookside Fire CompanyErie, PA501(c)(3)Various Projects$5,876
CHILDREN'S MIRACLE NETWORKErie, PA501(c)(3)Various Projects$5,858
Belle Valley Presbyterian ChurchErie, PA501(c)(3)Various Projects$5,828
A Hand Up ErieErie, PA501(c)(3)Various Projects$5,810
Erie County Technical School FoundationErie, PA501(c)(3)Various Projects$5,764
DramashopErie, PA501(c)(3)Various Projects$5,702
Sikh Cultural Society Erie PaErie, PA501(c)(3)Various Projects$5,689
St George SchoolErie, PA501(c)(3)Various Projects$5,675
Northwestern Food PantryAlbion, PA501(c)(3)Various Projects$5,647
Greater Erie Youth for ChristFairview, PA501(c)(3)Various Projects$5,588
Lakewood United Methodist ChurchErie, PA501(c)(3)Various Projects$5,578
Lake Shore Fire DepartmentErie, PA501(c)(3)Various Projects$5,562
Chautauqua FoundationChautauqua, NY501(c)(3)Various Projects$5,500
Blessed Sacrament SchoolErie, PA501(c)(3)Various Projects$5,390
Erie Hunt & Saddle ClubGirard, PA501(c)(3)Various Projects$5,240
St Francis Xavier ParishMckean, PA501(c)(3)Various Projects$5,206
Hope RescueUnion City, PA501(c)(3)Various Projects$5,164
Inter-church Ministries of Erie CountyErie, PA501(c)(3)Various Projects$5,147
The Western Pa Conservncy Pittsburgh OfficePittsburgh, PA501(c)(3)Various Projects$5,108
Erie County Community College of PaErie, PA501(c)(3)Various Projects$5,070
Regional Science Consortium at TrecErie, PA501(c)(3)Various Projects$5,046

International Summary

Offices
0
Employees
0
Spending
$23,928,018

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America/caribbeanPassive Investments---$23,928,018
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$1,565,284
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Internal reviews of the form 990 are done by the vp of finance and the president. This review consists of tracing all figures from internally developed schedules to the 990 and reviewing all discrepancies with the tax preparers. Note that the full board of trustees receive copies of the 990 before filing for their review and comment. A final review is conducted by the finance committee.

Form 990, Part VI, Section B, Line 12C

Board of trustee members must annually disclose, in full, the name of each business or nonprofit organization that has or reasonably expects to have a material interest in any proposed existing contract, transaction or arrangement with the foundation and in which he/she, his/her spouse or any member of their immediate family is a member, director, officer, employee or partner. Board of trustee members are provided a form each year for this purpose. Foundation staff follow-up with trustees as necessary to make sure that all forms are executed and returned. In addition to the annual disclosure, the foundation's conflict of interest policy, which all trustees must sign each year, provides that trustees having a continuing obligation to report conflicts and must promptly report any conflict that has not been previously reported. Trustees that are deemed to have a conflict of interest based on the above process are recused from participating in voting.

Form 990, Part VI, Section B, Line 15

An independent organization is hired periodically to review the compensation of the president. This organization collected data from published survey sources, based on asset size, operating budget and donation focus. These sources are: council on foundations grantmakers salary and benefits report, total compensation solutions-not-for-profit compensation survey, prm consulting-management compensation report for not for profit organizations, watson wyatt survey report on employee benefits, and various 990 tax returns from comparable community foundations. In addition, the executive/compensation committee annually reviews and approves the president's compensation. Other officers or key employees' salaries are determined by the president, using the council on foundations grantmakers salary and benefits report. In 2018 the president's compensation was reviewed by an outside source.

Form 990, Part VI, Section C, Line 19

The erie community foundation's organizational documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Erie Community Foundation
EIN
25-6032032
Phone
8144540843
Address
459 WEST 6TH STREET, ERIE, PA 16507

Signing Officer

Name
Barbara F Sambroak CPA
Title
President
Phone
8144540843
Signed
2023-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Bilowith
Formed
1971
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
12
Employees
19
Volunteers
367

Preparer

Firm
Mcgill Power Bell & Associates Llp
Address
2402 W 8TH STREET, ERIE, PA 16505-4935
Preparer
Craig C Moffatt
Phone
8144536594
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Refund of prior year grants 9,104. Change in value of split interests -1,005,352.

Form 990, Part XII, Line 2C

This process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The intended uses of the endowed funds at the erie community foundation are to provide unrestricted operational support to local non-profit organizations and scholarships to local students.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Affiliate activity 3,670,163. Agency endowment revenue 6,057,449.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Change in value of split interest trust 1,005,352. Rounding 1.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Affiliate expenses 1,636,905.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Agency expenses 2,028,561. Rounding 1.

Schedule D, Part X, Line 2

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

Raw XML AppendixShowing 400 of 4,127 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.

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