Civic Intelligence

Erie Community Foundation

990 • Fiscal year 2015 • EIN 25-6032032

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

459 West 6th StreetErie, PA 16507

(814) 454-0843

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

17th percentile

0.15x

Higher debt load relative to revenue than 17% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

91st percentile

43%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$288,492

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

47th percentile

1.1%

Faster asset growth than 47% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

34%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Assets

Up

$191,032,913

Up $2,154,233 (+1.1%) from 2013

Net Assets

Up

$187,076,851

Up $2,795,736 (+1.5%) from 2013

Liabilities

Down

$3,956,062

Down $641,503 (-14%) from 2013

Revenue

Down

$26,946,308

Down $989,454 (-3.5%) from 2013

Expenses

Up

$15,293,939

Up $3,993,123 (+35%) from 2013

Net Income

Down

$11,652,369

Down $4,982,577 (-30%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$191,032,913
Liabilities$3,956,062
Net Assets$187,076,851

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$26,946,308
Expenses$15,293,939
Net Income$11,652,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$78,071,863
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.

Public charity community foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$119,097,655$124,032,728▲ $4,935,073
Investments Other Securities$64,222,143$58,429,511▼ $5,792,632
Pledges and Grants Receivable$195,649$4,527,269▲ $4,331,620
Cash and Non-Interest-Bearing Accounts$3,028,491$1,878,964▼ $1,149,527
Land, Buildings, and Equipment, Net$1,028,068$972,249▼ $55,819
Prepaid Expenses and Deferred Charges$25,640$18,660▼ $6,980
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$189,018,835$191,032,913▲ $2,014,078
Other Assets Total$1,421,189$1,173,532▼ $247,657
Liabilities
Other Liabilities$2,189,213$2,047,689▼ $141,524
Grants Payable$1,509,727$1,292,802▼ $216,925
Accounts Payable and Accrued Expenses$313,311$316,091▲ $2,780
Mortgage Notes Payable Secured by Investment Property$409,234$299,480▼ $109,754
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,421,485$3,956,062▼ $465,423
Net Assets / Fund Balance
Unrestricted Net Assets$184,045,668$186,711,937▲ $2,666,269
Temporarily Rstr Net Assets$551,682$364,914▼ $186,768
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$184,597,350$187,076,851▲ $2,479,501
Total Liabilities and Net Assets / Fund Balance$189,018,835$191,032,913▲ $2,014,078

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$733,575$480,493$1,214,068
Equipment$177,048$337,422$514,470
Other Land Buildings$19,651$23,700$43,351
Land$41,975-$41,975
Other Securities$58,429,511--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$183,564,506$16,991,507▼ $2,888,408$953,163$185,767,648
2014$182,499,627$5,180,919▲ $6,475,954$970,359$183,564,506
2013$164,399,892$3,659,362▲ $22,444,670$570,265$182,479,628
2012$142,019,364$12,133,193▲ $17,584,472$424,738$164,399,892
2011$150,435,448$3,466,719▼ $3,793,918$381,917$142,019,364
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BatchelorPresidentFT$210,000$84,258$294,258
Barbara Sambroaktreasurer,VP of FinanceFT$98,848$7,841$106,689

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCinvstmnt consultingPO BOX 83232, Chicago, IL 60691$171,279
Pnc BankCustodial Fees901 STATE ST, Erie, PA 16501$133,890
Revenue and Support

Revenue Composition

Contributions and Grants
$20,592,067
Program Service Revenue
$0
Investment Income
$6,036,882
Other Revenue
$317,359
All Other Contributions
$20,592,067
Change in Net Assets
$11,652,369

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded26$10,003,269Fair Market Value (FMV)
Total Noncash Contributions26$10,003,269-

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,885,797
Revenue Not Reported on Financial Statements
$3,060,511
Revenue Not Reported on Form 990
$-8,793,922
Other Revenue Adjustments
$2,300,299
Total Revenue per Audited Statements
$15,091,875
Total Revenue per Form 990
$26,946,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,291,809
Other Expenses$1,859,074
Salaries, Compensation, and Employee Benefits$1,143,056
Total Fundraising Expense$370,263
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,751,271--$11,751,271
Fees for Service Investment Mgmnt Fees-$944,561-$944,561
Other Salaries and Wages$319,859$173,198$91,238$584,295
Grants to Domestic Individuals$540,538--$540,538
Current Officers, Directors, Trustees, and Key Employees$136,735$143,050$115,397$395,182
Other Expenses$69,773$129,048$20,346$0
Advertising$61,612$45,689$29,435$136,736
Depreciation Depletion-$113,880-$113,880
Conferences and Meetings$43,471$32,624$21,018$97,113
Other Employee Benefits$34,925$25,896$17,932$78,753
Occupancy$30,760$23,342$15,038$69,140
Fees for Services Management$56,564$5,361$3,453$65,378
Payroll Taxes$29,920$20,381$11,103$61,404
Information Technology$25,908$19,659$12,665$58,232
Fees for Services Accounting$25,520$19,365$12,476$57,361
Office Expenses$26,870$13,154$8,475$48,499
Pension Plan Contributions$8,073$9,535$5,814$23,422
Insurance-$21,974-$21,974
Fees for Services Legal$5,766$4,375$2,819$12,960
Travel$1,081$794$512$2,387
Total Functional Expenses$13,173,845$1,749,831$370,263$15,293,939

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,293,939
Total Expenses per Audited Statements$10,445,893
Expenses per Audited Statements$9,641,975
Expenses Not Reported on Financial Statements$5,651,964
Other Expense Adjustments$4,891,752
Expenses Not Reported on Form 990$803,918
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rbc MinistriesGrand Rapids, MI501(c)3Various Projects$2,064,938
United Way of Erie CountyErie, PA501(c)3Various Projects$1,076,399
Hamot Health FoundationErie, PA501(c)3Various Projects$439,562
Erie City MissionErie, PA501(c)3Various Projects$375,011
Foundation for Free Enterprise EducationErie, PA501(c)3Various Projects$359,334
Crime Victim CenterErie, PA501(c)3Various Projects$293,891
Erie County Historical Society and MuseumsErie, PA501(c)3Various Projects$280,783
Erie School DistrictErie, PA501(c)3Various Projects$200,000
Mercyhurst Preparatory SchoolErie, PA501(c)3Various Projects$189,400
Mercy Center for WomenErie, PA501(c)3Various Projects$176,534
The Nonprofit PartnershipErie, PA501(c)3Various Projects$173,720
Gannon UniversityErie, PA501(c)3Various Projects$148,525
Shriners Hospitals for ChildrenErie, PA501(c)3Various Projects$137,298
Goodell Gardens & HomesteadEdinboro, PA501(c)3Various Projects$128,714
Luther Memorial Church & Learning CenterErie, PA501(c)3Various Projects$121,843
Community Shelter ServicesErie, PA501(c)3Various Projects$117,488
Erie Art MuseumErie, PA501(c)3Various Projects$109,233
Erie Regional Library FoundationErie, PA501(c)3Various Projects$105,811
Edinboro University FoundationEdinboro, PA501(c)3Various Projects$103,867
Emmaus MinistriesErie, PA501(c)3Various Projects$103,272
Primary Health NetGarland, PA501(c)3Various Projects$100,000
Saint Vincent Health FoundationErie, PA501(c)3Various Projects$97,746
Erie PhilharmonicErie, PA501(c)3Various Projects$94,887
Conneaut Area City School DistrictConneaut, OH501(c)3Various Projects$94,260
Erie PlayhouseErie, PA501(c)3Various Projects$86,995
Erie Day SchoolErie, PA501(c)3Various Projects$84,386
All About Character IncErie, PA501(c)3Various Projects$75,000
Springhill Senior Living CommunityErie, PA501(c)3Various Projects$73,948
Mercy Terrace ApartmentsErie, PA501(c)3Various Projects$70,000
SAINT MARY'S HOME OF ERIEErie, PA501(c)3Various Projects$69,880
Womens Care CenterErie, PA501(c)3Various Projects$68,056
Diocese of ErieErie, PA501(c)3Various Projects$67,956
Second Harvest Food BankErie, PA501(c)3Various Projects$65,684
County of ErieErie, PA501(c)3Various Projects$65,000
Maria House ProjectErie, PA501(c)3Various Projects$64,893
Penn State Erie the Behrend CollegeErie, PA501(c)3Various Projects$64,798
YmcaErie, PA501(c)3Various Projects$64,667
Presbyterian HomesErie, PA501(c)3Various Projects$58,094
WqlnErie, PA501(c)3Various Projects$58,069
Erie Homes for Children & AdultsErie, PA501(c)3Various Projects$56,405
St John the Baptist ChurchErie, PA501(c)3Various Projects$55,823
International Institute of ErieErie, PA501(c)3Various Projects$52,623
St Martin Center IncErie, PA501(c)3Various Projects$47,833
St Patrick ChurchErie, PA501(c)3Various Projects$46,768
ST PAUL'S CLINIC FOUNDATIONErie, PA501(c)3Various Projects$46,115
Sisters of St JosephErie, PA501(c)3Various Projects$44,558
SafenetErie, PA501(c)3Various Projects$44,285
Park United Methodist ChurchNorth East, PA501(c)3Various Projects$43,380
Erie Regional Chamber & Growth PartnershipErie, PA501(c)3Various Projects$42,803
Harborcreek Youth ServicesHarborcreek, PA501(c)3Various Projects$42,741
Anna ShelterErie, PA501(c)3Various Projects$42,056
Flagship Niagara LeagueErie, PA501(c)3Various Projects$41,469
Asbury Woods PartnershipErie, PA501(c)3Various Projects$41,314
Bayfront Maritime CenterErie, PA501(c)3Various Projects$41,245
Benedictine Sisters of ErieErie, PA501(c)3Various Projects$40,023
Economic Research Institute of ErieErie, PA501(c)3Various Projects$40,000
Erie Zoological SocietyErie, PA501(c)3Various Projects$39,253
EXPERIENCE CHILDREN'S MUSEUMErie, PA501(c)3Various Projects$38,489
LecomErie, PA501(c)3Various Projects$38,480
Erie United Methodist AllianceErie, PA501(c)3Various Projects$38,105
HandsErie, PA501(c)3Various Projects$36,798
Erie Independence House IncErie, PA501(c)3Various Projects$35,651
The Humane Society of Northwestern PennsylvaniaErie, PA501(c)3Various Projects$34,785
Achievement CenterErie, PA501(c)3Various Projects$34,502
Cathedral of St PaulErie, PA501(c)3Various Projects$33,765
Regional Cancer Center FoundationErie, PA501(c)3Various Projects$33,258
The Friends of Tom Ridge CenterErie, PA501(c)3Various Projects$33,134
Neighborhood Art HouseErie, PA501(c)3Various Projects$33,048
CHILDREN'S ADVOCACY CENTERErie, PA501(c)3Various Projects$32,673
The Sight Center of Northwest PennsylvaniaErie, PA501(c)3Various Projects$32,228
St Luke SchoolErie, PA501(c)3Various Projects$32,000
Barber National InstituteErie, PA501(c)3Various Projects$31,132
Carnegie Mellon UniversityPittsburgh, PA501(c)3Various Projects$30,730
Early Connections IncErie, PA501(c)3Various Projects$29,019
L'ARCHE ERIEErie, PA501(c)3Various Projects$28,518
Camp Notre DameFairview, PA501(c)3Various Projects$28,335
Multicultural Community Resource CenterErie, PA501(c)3Various Projects$27,338
Corry Community FoundationCorry, PA501(c)3Various Projects$27,162
St Stephen Episcopal ChurchErie, PA501(c)3Various Projects$26,664
Sisters of St Joseph Neighborhood NetworkErie, PA501(c)3Various Projects$26,405
Camp JudsonN Springfield, PA501(c)3Various Projects$25,917
Better Housing of ErieErie, PA501(c)3Various Projects$23,150
Erie Yacht Club Foundation IncErie, PA501(c)3Various Projects$23,127
GecacErie, PA501(c)3Various Projects$22,953
Western New York Section Pga FoundationWilliamsville, NY501(c)3Various Projects$22,846
Community Country Day SchoolErie, PA501(c)3Various Projects$21,872
Greater Erie Habitat for HumanityErie, PA501(c)3Various Projects$21,714
American National Red CrossErie, PA501(c)3Various Projects$21,622
Edinboro University of PaEdinboro, PA501(c)3Various Projects$21,175
Cathedral Preparatory SchoolErie, PA501(c)3Various Projects$20,810
Urban Erie Community Development CorpErie, PA501(c)3Various Projects$20,804
Blended Spirits RanchFairview, PA501(c)3Various Projects$20,604
Box of Light StudiosErie, PA501(c)3Various Projects$20,080
Erie DawnErie, PA501(c)3Various Projects$19,818
Sisters of Mercy of the AmericasBuffalo, NY501(c)3Various Projects$19,705
Martin Luther King CenterErie, PA501(c)3Various Projects$19,638
Erie County Diabetes AssociationErie, PA501(c)3Various Projects$19,123
The Salvation ArmyErie, PA501(c)3Various Projects$19,034
South Harborcreek United Methodist ChurchHarborcreek, PA501(c)3Various Projects$18,897
Boy Scouts of America CouncilErie, PA501(c)3Various Projects$18,444
Therapeutic Riding of Erie CountyFairview, PA501(c)3Various Projects$18,224
Mercyhurst University Civic InstituteErie, PA501(c)3Various Projects$17,883
Orphan Angels Cat Sanctuary and Adoption CenterErie, PA501(c)3Various Projects$17,852
Inspiration Time Inc Wctl FmWaterford, PA501(c)3Various Projects$17,820
SARAH REED CHILDREN'S CENTERErie, PA501(c)3Various Projects$17,635
Eastminster Presbyterian ChurchErie, PA501(c)3Various Projects$17,602
Our Lady of Peace Parish and SchoolErie, PA501(c)3Various Projects$17,588
First Presbyterian Church of the CovenantErie, PA501(c)3Various Projects$17,428
Because You CareMckean, PA501(c)3Various Projects$17,151
St Peter CathedralErie, PA501(c)3Various Projects$17,038
Community of CaringErie, PA501(c)3Various Projects$16,505
Hospice of Metropolitan ErieErie, PA501(c)3Various Projects$16,476
First United Methodist Church of ErieErie, PA501(c)3Various Projects$16,300
Erie Chamber OrchestraErie, PA501(c)3Various Projects$15,702
Foundation for Sustainable ForestSpartansburg, PA501(c)3Various Projects$15,557
Performing Artists Collective AllianceErie, PA501(c)3Various Projects$15,416
Visiting Nurse AssociationErie, PA501(c)3Various Projects$15,224
BOY'S TOWNBoys Town, NE501(c)3Various Projects$14,977
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)3Various Projects$14,977
Erie Arts & CultureErie, PA501(c)3Various Projects$14,944
Boys & Girls Club of ErieErie, PA501(c)3Various Projects$14,441
The Upper RoomErie, PA501(c)3Various Projects$14,303
Make-a-wish FoundationErie, PA501(c)3Variuos Projects$14,181
Bair FoundationNew Wilmington, PA501(c)3Various Projects$14,032
Immanuel Lutheran ChurchErie, PA501(c)3Various Projects$13,893
Fairview School FoundationGirard, PA501(c)3Various Projects$13,276
Stairways Behavioral HealthErie, PA501(c)3Various Projects$13,212
Fort Leboeuf FoundationWaterford, PA501(c)3Various Projects$13,012
Frech Creek Valley ConservancyMeadville, PA501(c)3Various Projects$12,813
Center for Effective PhilanthropyCambridge, MA01(c)3Various Projects$12,750
Corry YmcaCorry, PA501(c)3Various Projects$12,629
Upmc HamotErie, PA501(c)3Various Projects$12,513
Hornby School Restoration SocietyNorth East, PA501(c)3Various Projects$12,300
Innovation CollaborativeErie, PA501(c)3Various Projects$12,284
Presque Isle PartnershipErie, PA501(c)3Various Projects$12,203
New Hope Presbyterian Church of ErieErie, PA501(c)3Various Projects$11,946
Fairview Presbyterian ChurchFairview, PA501(c)3Various Projects$11,825
Erie Junior PhilharmonicErie, PA501(c)3Various Projects$11,795
New Blossoms New Life FoundationFairview, PA501(c)3Various Projects$11,465
OUR LADY'S CHRISTIAN SCHOOLErie, PA501(c)3Various Projects$11,434
EnvironmenterieErie, PA501(c)3Various Projects$11,423
Nami of Pa Erie Co AffiliateErie, PA501(c)3Various Projects$11,331
Holy Family SchoolErie, PA501(c)3Various Projects$11,304
Wld RanchGirard, PA501(c)3Various Projects$10,803
Lake Erie Arboretum at FrontierErie, PA501(c)3Various Projects$10,764
Unitarian Universalist Congregation of ErieErie, PA501(c)3Various Projects$10,752
General Mclane FoundationEdinboro, PA501(c)3Various Projects$10,533
Erie Music Teachers AssociationErie, PA501(c)3Various Projects$10,500
DonorschooseorgNew York, NY501(c)3Various Projects$10,000
Harborcreek TownshipHarborcreek, PA501(c)3Various Projects$10,000
St George SchoolErie, PA501(c)3Various Projects$9,785
Bayfront East Side TaskforceErie, PA501(c)3Various Projects$9,601
Presque Isle Light StationErie, PA501(c)3Various Projects$9,431
Erie County Technical School FoundationErie, PA501(c)3Various Projects$9,321
Villa Maria AcademyErie, PA501(c)3Various Projects$9,311
Bethany Outreach CenterErie, PA501(c)3Various Projects$9,157
GRADY'S DECISIONErie, PA501(c)3Various Projects$9,148
Church of the CrossFairview, PA501(c)3Various Projects$9,101
Wattsburg Hose CompanyWattsburg, PA501(c)3Various Projects$9,000
American Heart AssociationErie, PA501(c)3Various Projects$8,653
StringsforacureErie, PA501(c)3Various Projects$8,589
Erie Regional Manufacturer PartnershipErie, PA501(c)3Various Projects$8,500
Albion Area Fair AssociationAlbion, PA501(c)3Various Projects$8,450
Arc of Erie CountyErie, PA501(c)3Various Projects$8,396
Union City Little LeagueUnion City, PA501(c)3Various Projects$8,333
PARTNERSHIP FOR ERIE'S PUBLIC SCHOOLSErie, PA501(c)3Various Projects$8,256
Emmas FootprintsEdinboro, PA501(c)3Various Projects$8,206
Young Artists Debut OrchestraErie, PA501(c)3Various Projects$8,067
The RefugeErie, PA501(c)3Various Projects$8,000
Sarah a Reed Retirement CenterErie, PA501(c)3Various Projects$7,910
Partnership of Women ReligiousErie, PA501(c)3Various Projects$7,704
St Jude ChurchErie, PA501(c)3Various Projects$7,635
Royal Family Kids CampErie, PA501(c)3Various Projects$7,548
Erie First Assembly of GodErie, PA501(c)3Various Projects$7,500
Safe JourneyUnion City, PA501(c)3Various Projects$7,500
Tamarack Wildlife Rehabilitation Education CenterSaegertown, PA501(c)3Various Projects$7,350
ST PATRICK'S HAVENErie, PA501(c)3Various Projects$7,349
Erie Contemporary Ballet TheatreErie, PA501(c)3Various Projects$7,203
Kaleid a ScopeErie, PA501(c)3Various Projects$6,993
Erie County Department of HealthErie, PA501(c)3Various Projects$6,804
Brevillier VillageErie, PA501(c)3Various Projects$6,698
Bethesda Foundation for ChildrenMeadville, PA501(c)3Various Projects$6,668
Junior Achievement of Erie RegionErie, PA501(c)3Various Projects$6,640
St Peter Cathedral CenterErie, PA501(c)3Various Projects$6,535
ALZHEIMER'S ASSOCIATION OF PAErie, PA501(c)3Various Projects$6,373
Holy Cross Catholic ChurchFairview, PA501(c)3Various Projects$6,287
Therapy Dogs UnitedErie, PA501(c)3Various Projects$6,201
Common Ground Youth CenterNorth East, PA501(c)3Various Projects$6,178
THE YOUNG PEOPLE'S CHORUS OF ERIEErie, PA501(c)3Various Projects$6,125
Wesley United Methodist ChurchErie, PA501(c)3Various Projects$6,000
Community Health NetErie, PA501(c)3Various Projects$5,815
Blessed Sacrament SchoolErie, PA501(c)3Various Projects$5,783
ST MATTHEW'S LUTHERAN CHURCHErie, PA501(c)3Various Projects$5,644
Union City Senior CenterUnion City, PA501(c)3Various Projects$5,552
Penn State UniversityUniversity Park, PA501(c)3Various Projects$5,500
Girl Scouts of Western PaPittsburgh, PA501(c)3Various Projects$5,481
ST PAUL'S UNITED CHURCH OF CHRISTErie, PA501(c)3Various Projects$5,473
Erie Area Rabbit Society & RescueErie, PA501(c)3Various Projects$5,388
Mystic Mountain Training CenterCambridge Springs, PA501(c)3Various Projects$5,327
Edinboro Area Historical SocietyEdinboro, PA501(c)3Various Projects$5,211
Our Lady of Lake ParishEdinboro, PA501(c)3Various Projects$5,189
St George Catholic ChurchErie, PA501(c)3Various Projects$5,143
Juvenile Diabetes Research FoundationErie, PA501(c)3Various Projects$5,135
Villa Maria ElementaryErie, PA501(c)3Various Projects$5,103
Womens Club of ErieErie, PA501(c)3-$5,048

International Summary

Spending
$21,050,000

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 and the CaribbeanInvestments---$21,050,000
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity obligations$2,047,689
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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 11:

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, employer 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 previuosly been reported. Trustees that are deemed to have a conflict of interest based on the above processess 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.

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
In Care Of
% BARBARA F SAMBROAK CPA
Phone
8144540843
Address
459 WEST 6TH STREET, ERIE, PA 16507

Signing Officer

Name
Barbara F Sambroak
Title
VP of Finance
Phone
8144540843
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara F Sambroak CPA
Formed
1971
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
11
Employees
20
Volunteers
310

Preparer

Firm
Bkd Llp
Address
2402 W 8th Street, Erie, PA 16505
Preparer
Vincent Halupczynski
Phone
8144544008
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9, CHANGE IN NET ASSETS:

Change in value of split interests: ($233,409)

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Financial Statement Notes

FORM 990, SCHEDULE D, 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.

FORM 990, SCHEDULE D, PART X, LINE 2:

Management has evluated 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.

FORM 990, SCHEDULE D, PART XI, LINE 2D:

Affiliate activity $378,944 change in value of split interest trust ($233,409) total to schedule d, part xi, line 2d: $145,535

FORM 990, SCHEDULE D, PART XI, LINE 4B:

Agency endowment revenue $2,300,299

FORM 990, SCHEDULE D, PART XII, LINE 2 D:

Affiliate expenses $803,918

FORM 990, SCHEDULE D, PART XII, LINE 4B:

Agency expenses $4,891,752

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IRS990/NetUnrelatedBusTxblIncmAmt0-50520
IRS990/NetUnrlzdGainsLossesInvstAmt0-8939459
IRS990/NoncashContributionsAmt010773066
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt015038
IRS990/OccupancyGrp/ManagementAndGeneralAmt023342
IRS990/OccupancyGrp/ProgramServicesAmt030760
IRS990/OccupancyGrp/TotalAmt069140
IRS990/OfficeExpensesGrp/FundraisingAmt08475
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013154
IRS990/OfficeExpensesGrp/ProgramServicesAmt026870
IRS990/OfficeExpensesGrp/TotalAmt048499
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01421189
IRS990/OtherAssetsTotalGrp/EOYAmt01173532
IRS990/OtherChangesInNetAssetsAmt0-233409
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017932
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025896
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034925
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078753
IRS990/OtherExpensesGrp/Desc0Dues & Memberships
IRS990/OtherExpensesGrp/Desc1Direct Fund Expenses
IRS990/OtherExpensesGrp/Desc2Other - less than 5% of total
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IRS990/OtherExpensesGrp/FundraisingAmt120346
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03945
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1129048
IRS990/OtherExpensesGrp/ProgramServicesAmt05199
IRS990/OtherExpensesGrp/ProgramServicesAmt169773
IRS990/OtherExpensesGrp/TotalAmt011686
IRS990/OtherExpensesGrp/TotalAmt1219167
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherLiabilitiesGrp/BOYAmt02189213
IRS990/OtherLiabilitiesGrp/EOYAmt02047689
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Administrative Fees
IRS990/OtherRevenueMiscGrp/Desc1Refund of PY Expenses
IRS990/OtherRevenueMiscGrp/Desc2Class Action Settlements
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0289291
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13928
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27790
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0289291
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13928
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27790
IRS990/OtherRevenueTotalAmt0317359
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt091238
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0173198
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0319859
IRS990/OtherSalariesAndWagesGrp/TotalAmt0584295
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt011103
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020381
IRS990/PayrollTaxesGrp/ProgramServicesAmt029920
IRS990/PayrollTaxesGrp/TotalAmt061404
IRS990/PensionPlanContributionsGrp/FundraisingAmt05814
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09535
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08073
IRS990/PensionPlanContributionsGrp/TotalAmt023422
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0195649
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04527269
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025640
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018660
IRS990/PrincipalOfficerNm0BARBARA F SAMBROAK CPA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07951989
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011331452
IRS990/PYInvestmentIncomeAmt011852473
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00

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