Civic Intelligence

Erie Community Foundation

990 • Fiscal year 2016 • EIN 25-6032032

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2016

Organization ProfileERIECOMMUNITYFOUNDATION.ORG

View Organization Page

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

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.53x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

5th percentile

-46%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$299,402

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

68th percentile

5.4%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-51%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$201,418,849

Up $10,385,936 (+5.4%) from 2015

Net Assets

Up

$194,405,926

Up $7,329,075 (+3.9%) from 2015

Liabilities

Up

$7,012,923

Up $3,056,861 (+77%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin5th percentile

Revenue

Down

$13,123,972

Down $13,822,336 (-51%) from 2015

Expenses

Up

$19,163,427

Up $3,869,488 (+25%) from 2015

Net Income

Down

-$6,039,455

Down $17,691,824 (-152%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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 2016: $201,418,849Liabilities 2016: $7,012,923Net Assets 2016: $194,405,9262016Assets 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

2016

Assets$201,418,849
Liabilities$7,012,923
Net Assets$194,405,926
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$80M$60M$40M$20M$0-$20MExpenses 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 2016: $13,123,972Expenses 2016: $19,163,427Net Income 2016: -$6,039,4552016Revenue 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

2016

Revenue$13,123,972
Expenses$19,163,427
Net Income-$6,039,455
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2016
Return Version
2016v3.1
Gross Receipts
$83,960,470
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$124,032,728$124,693,008▲ $660,280
Investments Other Securities$58,429,511$70,222,301▲ $11,792,790
Land, Buildings, and Equipment, Net$972,249$2,453,290▲ $1,481,041
Cash and Non-Interest-Bearing Accounts$1,878,964$2,422,892▲ $543,928
Pledges and Grants Receivable$4,527,269$651,129▼ $3,876,140
Prepaid Expenses and Deferred Charges$18,660$23,998▲ $5,338
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$191,032,913$201,418,849▲ $10,385,936
Other Assets Total$1,173,532$952,231▼ $221,301
Liabilities
Grants Payable$1,292,802$4,081,644▲ $2,788,842
Other Liabilities$2,047,689$1,956,343▼ $91,346
Accounts Payable and Accrued Expenses$316,091$790,992▲ $474,901
Mortgage Notes Payable Secured by Investment Property$299,480$183,944▼ $115,536
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$3,956,062$7,012,923▲ $3,056,861
Net Assets / Fund Balance
Unrestricted Net Assets$186,711,937$194,043,951▲ $7,332,014
Temporarily Rstr Net Assets$364,914$361,975▼ $2,939
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$187,076,851$194,405,926▲ $7,329,075
Total Liabilities and Net Assets / Fund Balance$191,032,913$201,418,849▲ $10,385,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,851,444$527,183$2,378,627
Equipment$521,846$393,894$915,740
Land$56,775-$56,775
Other Land Buildings$23,225$26,968$50,193
Other Securities$70,222,301--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$185,767,648$5,217,293▲ $15,752,617$1,174,664$192,228,482
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
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BatchelorPRESIDENT (See Sch O)FT$210,000$89,402$299,402
Barbara Sambroaktreasurer,VP of FinanceFT$100,314$8,031$108,345

Board Members and Trustees

NameTitle
Russell Warner EsqChairman
Clemont AustinTrustee
Deborah MurphyTrustee
Dr Donald BaxterTrustee
Lynn McbrierTrustee
Ron a SteeleTrustee
Susan KemenyffyTrustee
Thomas HagenTrustee
Tim ShuttleworthTrustee
Timothy HunterTrustee
Maryann Yochim FlahertySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
E E Austin Son IncRenovations1919 Reed St, Erie, PA 16503$1,051,557
Cambridge Associates LLCinvstmnt consultingPO BOX 83232, Chicago, IL 60691$191,410
PNC BankCustodial Fees901 State St, Erie, PA 16501$140,223
Weber Murphy FoxArchitecture & Desig3230 W Lake Rd, Erie, PA 16505$139,867
Revenue and Support

Revenue Composition

Contributions and Grants
$10,458,728
Program Service Revenue
$0
Investment Income
$2,366,831
Other Revenue
$298,413
All Other Contributions
$10,458,728
Change in Net Assets
$-6,039,455

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 Traded35$2,234,665Fair Market Value (FMV)
Total Noncash Contributions35$2,234,665-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,664,132
Revenue Not Reported on Financial Statements
$6,459,840
Revenue Not Reported on Form 990
$14,924,795
Other Revenue Adjustments
$5,504,111
Total Revenue per Audited Statements
$21,588,927
Total Revenue per Form 990
$13,123,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,605,249
Other Expenses$2,332,323
Salaries, Compensation, and Employee Benefits$1,225,855
Total Fundraising Expense$416,156
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,113,309--$15,113,309
Fees for Service Investment Mgmnt Fees-$1,170,064-$1,170,064
Other Salaries and Wages$303,958$187,105$123,427$614,490
Grants to Domestic Individuals$491,940--$491,940
Current Officers, Directors, Trustees, and Key Employees$152,326$152,004$130,657$434,987
Depreciation Depletion$27,409$154,774-$182,183
Advertising$53,385$39,945$27,612$120,942
Other Employee Benefits$40,854$25,565$20,683$87,102
Conferences and Meetings$37,247$28,007$19,360$84,614
Occupancy$33,908$25,496$17,624$77,028
Fees for Services Accounting$29,086$21,871$15,118$66,075
Payroll Taxes$28,767$22,037$13,528$64,332
Information Technology$25,103$18,875$13,047$57,025
Office Expenses$18,407$13,389$9,255$41,051
Pension Plan Contributions$7,545$9,713$7,686$24,944
Insurance-$23,396-$23,396
Fees for Services Management$6,119$4,601$3,180$13,900
Other Expenses$5,705$4,289$2,965$12,959
Fees for Services Legal$3,983$2,994$2,070$9,047
Travel$376$290$200$866
Total Functional Expenses$16,709,729$2,037,542$416,156$19,163,427

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,163,427
Total Expenses per Audited Statements$14,189,405
Expenses per Audited Statements$13,201,197
Expenses Not Reported on Financial Statements$5,962,230
Other Expense Adjustments$5,006,501
Expenses Not Reported on Form 990$988,208
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Warner Theatre Preservation TrustErie, PA501(c)(3)Various Projects$1,392,497
Erie School DistrictErie, PA501(c)(3)Various Projects$1,365,000
United Way of Erie CountyErie, PA501(c)(3)Various Projects$1,104,632
Erie County Gaming Revenue AuthorityErie, PA501(c)(3)Various Projects$772,069
GecacErie, PA501(c)(3)Various Projects$611,501
Gannon UniversityErie, PA501(c)(3)Various Projects$481,852
Mercyhurst UniversityErie, PA501(c)(3)Various Projects$480,005
Vision for the PoorErie, PA501(c)(3)Various Projects$402,827
Foundation for Free Enterprise EducationErie, PA501(c)(3)Various Projects$348,095
Empower ErieErie, PA501(c)(3)Various Projects$270,000
Penn State Erie the Behrend CollegeErie, PA501(c)(3)Various Projects$257,252
Shriners Hospitals for ChildrenErie, PA501(c)(3)Various Projects$257,137
Innovation CollaborativeErie, PA501(c)(3)Various Projects$252,377
The Nonprofit PartnershipErie, PA501(c)(3)Various Projects$245,447
Edinboro University FoundationEdinboro, PA501(c)(3)Various Projects$229,689
Erie Day SchoolErie, PA501(c)(3)Various Projects$205,288
Mercy Center for WomenErie, PA501(c)(3)Various Projects$183,797
Sisters of Mercy of the AmericasBuffalo, NY501(c)(3)Various Projects$180,662
Mercyhurst Preparatory SchoolErie, PA501(c)(3)Various Projects$161,609
Asbury Woods PartnershipErie, PA501(c)(3)Various Projects$134,718
Goodell Gardens & HomesteadEdinboro, PA501(c)(3)Various Projects$130,593
Luther Memorial Church & Learning CenterErie, PA501(c)(3)Various Projects$130,353
Emmaus MinistriesErie, PA501(c)(3)Various Projects$127,052
Erie PlayhouseErie, PA501(c)(3)Various Projects$121,519
Erie City MissionErie, PA501(c)(3)Various Projects$117,878
Erie PhilharmonicErie, PA501(c)(3)Various Projects$112,346
Erie Art MuseumErie, PA501(c)(3)Various Projects$111,289
Sisters of St JosephErie, PA501(c)(3)Various Projects$105,025
Saint Vincent Health FoundationErie, PA501(c)(3)Various Projects$104,226
Erie County Historical Society and MuseumsErie, PA501(c)(3)Various Projects$102,363
Park United Methodist Churchnorth east, PA501(c)(3)Various Projects$97,884
Hamot Health FoundationErie, PA501(c)(3)Various Projects$94,649
Springhill Senior Living CommunityErie, PA501(c)(3)Various Projects$86,183
Diocese of ErieErie, PA501(c)(3)Various Projects$81,425
Second Harvest Food BankErie, PA501(c)(3)Various Projects$80,248
SAINT MARY'S HOME OF ERIEErie, PA501(c)(3)Various Projects$77,913
County of ErieErie, PA501(c)(3)Various Projects$73,200
Erie Zoological SocietyErie, PA501(c)(3)Various Projects$62,886
WqlnErie, PA501(c)(3)Various Projects$57,692
St John the Baptist ChurchErie, PA501(c)(3)Various Projects$57,326
ST PAUL'S CLINIC FOUNDATIONErie, PA501(c)(3)Various Projects$56,064
Erie Homes for Children & AdultsErie, PA501(c)(3)Various Projects$55,605
Women's Care Centererie, PA501(c)(3)Various Projects$55,565
SafenetErie, PA501(c)(3)Various Projects$52,698
Ymcaerie, PA501(c)(3)Various Projects$52,544
Neighborhood Art HouseErie, PA501(c)(3)Various Projects$51,320
Maria House ProjectErie, PA501(c)(3)Various Projects$50,462
Anna ShelterErie, PA501(c)(3)Various Projects$46,655
Presbyterian HomesErie, PA501(c)(3)Various Projects$46,026
Therapeutic Riding of Erie CountyFairview, PA501(c)(3)Various Projects$45,275
LecomErie, PA501(c)(3)Various Projects$42,053
Because You CareMckean, PA501(c)(3)Various Projects$40,818
Economic Research Institute of ErieErie, PA501(c)(3)Various Projects$40,000
St Mark's Episcopal Churcherie, PA501(c)(3)Various Projects$38,985
Erie Independence House IncErie, PA501(c)(3)Various Projects$38,664
Cathedral of St PaulErie, PA501(c)(3)Various Projects$38,552
Camp JudsonNorth Springfield, PA501(c)(3)Various Projects$38,037
The Humane Society of Northwestern PennsylvaniaErie, PA501(c)(3)Various Projects$37,548
Barber National InstituteErie, PA501(c)(3)Various Projects$37,385
Lake Erie BalletErie Civic BalletErie, PA501(c)(3)Various Projects$35,507
Presque Isle Light StationErie, PA501(c)(3)Various Projects$35,359
Fairview Presbyterian ChurchFairview, PA501(c)(3)Various Projects$35,215
St Patrick ChurchErie, PA501(c)(3)Various Projects$35,186
Erie United Methodist AllianceErie, PA501(c)(3)Various Projects$34,462
The Tom Ridge Environmental Center FoundationErie, PA501(c)(3)Various Projects$33,379
Community Shelter ServicesErie, PA501(c)(3)Various Projects$33,207
ST PATRICK'S HAVENErie, PA501(c)(3)Various Projects$33,055
The Salvation ArmyErie, PA501(c)(3)Various Projects$32,768
The Sight Center of Northwest PennsylvaniaErie, PA501(c)(3)Various Projects$32,474
Community Country Day SchoolErie, PA501(c)(3)Various Projects$31,892
Eastminster Presbyterian ChurchErie, PA501(c)(3)Various Projects$30,955
Erie DawnErie, PA501(c)(3)Various Projects$30,564
Corry YMCACorry, PA501(c)(3)Various Projects$29,462
Sisters of St Joseph Neighborhood NetworkErie, PA501(c)(3)Various Projects$28,717
Achievement CenterErie, PA501(c)(3)Various Projects$27,678
Corry Community FoundationCorry, PA501(c)(3)Various Projects$27,514
St Martin Center IncErie, PA501(c)(3)Various Projects$27,430
Eagle's Nest Leadership CorporationErie, PA501(c)(3)Various Projects$26,737
American Heart AssociationAkron, OH501(c)(3)Various Projects$26,058
American National Red CrossErie, PA501(c)(3)Various Projects$25,495
Camp Notre DameFairview, PA501(c)(3)Various Projects$25,396
South Harborcreek United Methodist ChurchHarborcreek, PA501(c)(3)Various Projects$23,769
St Luke Schoolerie, PA501(c)(3)Various Projects$23,724
Crime Victim CenterErie, PA501(c)(3)Various Projects$22,781
Western New York Section Pga FoundationWilliamsville, NY501(c)(3)Various Projects$22,500
St Stephen Episcopal Churchfairview, PA501(c)(3)Various Projects$22,266
PARTNERSHIP FOR ERIE'S PUBLIC SCHOOLSErie, PA501(c)(3)Various Projects$22,226
Junior Achievement of Erie RegionErie, PA501(c)(3)Various Projects$22,079
Blended Spirits RanchFairview, PA501(c)(3)Various Projects$21,986
Boys & Girls Club of ErieErie, PA501(c)(3)Various Projects$21,577
Gaudenzia Erie IncErie, PA501(c)(3)Various Projects$21,107
Bethany Outreach CenterErie, PA501(c)(3)Various Projects$21,069
HandsErie, PA501(c)(3)Various Projects$20,993
Regional Cancer Center FoundationErie, PA501(c)(3)Various Projects$20,678
Benedictine Sisters of ErieErie, PA501(c)(3)Various Projects$20,205
Presque Isle PartnershipErie, PA501(c)(3)Various Projects$20,094
Harborcreek Youth ServicesHarborcreek, PA501(c)(3)Various Projects$19,778
Greater Erie Area Habitat for HumanityErie, PA501(c)(3)Various Projects$19,359
Veteran's Miracle Center of ErieErie, PA501(c)(3)Various Projects$19,294
Orphan Angels Cat Sanctuary and Adoption CenterErie, PA501(c)(3)Various Projects$19,180
THE YOUNG PEOPLE'S CHORUS OF ERIEErie, PA501(c)(3)Various Projects$19,034
Tamarack Wildlife Rehabilitation and Education CenSaegertown, PA501(c)(3)Various Projects$18,882
Jewish Community Council of ErieErie, PA501(c)(3)Various Projects$18,823
Lake Erie Arboretum at FrontierErie, PA501(c)(3)Various Projects$18,244
First Presbyterian Church of the CovenantErie, PA501(c)(3)Various Projects$17,875
Fort Leboeuf FoundationWaterford, PA501(c)(3)Various Projects$17,818
French Creek Valley ConservancyMeadville, PA501(c)(3)Various Projects$17,746
EXPERIENCE CHILDREN'S MUSEUMErie, PA501(c)(3)Various Projects$17,618
Saint James AME ChurchErie, PA501(c)(3)Various Projects$17,500
Children's Advocacy CenterErie, PA501(c)(3)Various Projects$17,472
Boy Scouts of America CouncilErie, PA501(c)(3)Various Projects$17,339
Flagship Niagara LeagueErie, PA501(c)(3)Various Projects$17,219
Cathedral Preparatory SchoolErie, PA501(c)(3)Various Projects$17,109
Preservation ErieErie, PA501(c)(3)Various Projects$16,630
Erie Regional Library FoundationErie, PA501(c)(3)Various Projects$16,552
NWPA Area Health Education Center IncErie, PA501(c)(3)Various Projects$16,500
Sarah a Reed Retirement CenterErie, PA501(c)(3)Various Projects$16,478
Community of CaringErie, PA501(c)(3)Various Projects$16,430
Booker T Washington CenterErie, PA501(c)(3)Various Projects$16,334
St Peter Cathedralerie, PA501(c)(3)Various Projects$16,312
BOY'S TOWNBoys Town, NE501(c)(3)Various Projects$16,064
St Jude Children's Research HospitalMemphis, TN501(c)(3)Various Projects$16,064
Hospice of Metropolitan ErieErie, PA501(c)(3)Various Projects$15,984
Erie Arts & Cultureerie, PA501(c)(3)Various Projects$15,948
Urban Erie Community Development CorpErie, PA501(c)(3)Various Projects$15,750
Stairways Behavioral HealthErie, PA501(c)(3)Various Projects$15,534
Wesley United Methodist Churcherie, PA501(c)(3)Various Projects$14,698
Our Lady of Peace Parish & Schoolerie, PA501(c)(3)Various Projects$14,425
Immanuel Lutheran ChurchErie, PA501(c)(3)Various Projects$14,406
Unitarian Universalist Congregation of Erieerie, PA501(c)(3)Various Projects$14,269
Bayfront NATO IncErie, PA501(c)(3)Various Projects$14,212
Inspiration Time Inc Wctl FmWaterford, PA501(c)(3)Various Projects$14,144
Emmas FootprintsEdinboro, PA501(c)(3)Various Projects$13,943
L'Arche ErieErie, PA501(c)(3)Various Projects$13,810
Visiting Nurse AssociationErie, PA501(c)(3)Various Projects$13,794
American Cancer SocietyErie, PA501(c)(3)Various Projects$13,667
First United Methodist Church of ErieErie, PA501(c)(3)Various Projects$13,589
Fairview School Foundationfairview, PA501(c)(3)Various Projects$13,511
Harvard Law SchoolCambridge, MA501(c)(3)Various Projects$13,500
Bair FoundationNew Wilmington, PA501(c)(3)Various Projects$13,422
Erie County Department of HealthErie, PA501(c)(3)Various Projects$13,000
General Mclane FoundationEdinboro, PA501(c)(3)Various Projects$12,845
UPMC HamotErie, PA501(c)(3)Various Projects$12,780
Holy Family SchoolErie, PA501(c)(3)Various Projects$12,739
Bayfront East Side TaskforceErie, PA501(c)(3)Various Projects$12,702
Erie Junior PhilharmonicErie, PA501(c)(3)Various Projects$12,641
New Blossoms New Life Foundationfairview, PA501(c)(3)Various Projects$12,574
The Georgiana FoundationErie, PA501(c)(3)Various Projects$12,516
Church of the CrossFairview, PA501(c)(3)Various Projects$12,363
The Upper RoomErie, PA501(c)(3)Various Projects$12,027
Villa Maria Academyerie, PA501(c)(3)Various Projects$11,760
Corry Higher Education CouncilCorry, PA501(c)(3)Various Projects$11,690
Albion Area Fair AssociationAlbion, PA501(c)(6)Various Projects$11,468
Erie Area Rabbit Society & RescueErie, PA501(c)(3)Various Projects$11,454
eARLY cONNECTIONS iNCErie, PA501(c)(3)Various Projects$11,366
New Hope Presbyterian Church of ErieErie, PA501(c)(3)Various Projects$11,190
Make-a-wish FoundationErie, PA501(c)(3)Variuos Projects$11,184
St Paul's United Church of Christerie, PA501(c)(3)Various Projects$10,879
Martin Luther King CenterErie, PA501(c)(3)Various Projects$10,470
Jfk CenterErie, PA501(c)(3)Various Projects$10,378
Young Artists Debut Orchestraerie, PA-Various Projects$10,229
Chautauqua FoundationChautauqua, NY501(c)(3)Various Projects$10,000
DonorschooseorgNew York, NY501(c)(3)Various Projects$10,000
St Vincent CollegeLatrobe, PA501(c)(3)Various Projects$10,000
Waterford Community Fair AssocWaterford, PA501(c)(3)Various Projects$10,000
Our Lady's Christian SchoolErie, PA501(c)(3)Various Projects$9,581
Multicultural Community Resource Centererie, PA501(c)(3)Various Projects$9,577
Bayfront Maritime CenterErie, PA501(c)(3)Various Projects$9,546
WLD RanchGirard, PA501(c)(3)Various Projects$9,448
St George Schoolerie, PA501(c)(3)Various Projects$9,253
Erie County Technical School FoundationErie, PA501(c)(3)Various Projects$8,882
Foundation for Sustainable ForestSpartansburg, PA501(c)(3)Various Projects$8,678
National Multiple Sclerosis Societyerie, PA501(c)(3)Various Projects$8,625
Catholic Charities Counseling and Adoption ServiceErie, PA501(c)(3)Various Projects$8,604
Erie Music Teachers AssociationErie, PA501(c)(3)Various Projects$8,500
Erie Yacht Club Foundation IncErie, PA501(c)(3)Various Projects$8,447
Doorkeepers Christian Outreach CenterSpring Creek, PA501(c)(3)Various Projects$8,327
St Jude Churcherie, PA501(c)(3)Various Projects$8,143
Linked By PinkErie, PA501(c)(3)Various Projects$8,038
CafeErie, PA501(c)(3)Various Projects$8,000
The RefugeErie, PA501(c)(3)Various Projects$7,980
Alzheimer's Assoc of NW PAErie, PA501(c)(3)Various Projects$7,917
Partnership of Women ReligiousErie, PA501(c)(3)Various Projects$7,843
Brevillier VillageErie, PA501(c)(3)Various Projects$7,610
All God's Children MinistriesWest Springfield, PA501(c)(3)Various Projects$7,564
Turner Youth FoundationMurdo, SC501(c)(3)Various Projects$7,500
Wattsburg Erie County FairWattsburg, PA501(c)(3)Various Projects$7,500
Common Ground Youth CenterNorth East, PA501(c)(3)Various Projects$7,427
Erie Contemporary Ballet TheatreErie, PA501(c)(3)Various Projects$7,244
CoreErie, PA501(c)(3)Various Projects$7,204
Girl Scouts of Western PaPittsburgh, PA501(c)(3)Various Projects$7,083
Erie Drum and Bugle Corps AssociationErie, PA501(c)(3)Various Projects$6,663
Villa Maria ElementaryErie, PA501(c)(3)Various Projects$6,522
Wayside PresbyterianErie, PA501(c)(3)Various Projects$6,500
Family Services of NWPAErie, PA501(c)(3)Various Projects$6,475
NAMI of PA Erie County Affiliateerie, PA501(c)(3)Various Projects$6,440
Erie County Diabetes AssocErie, PA501(c)(3)Various Projects$6,437
St Matthew's Lutheran Churcherie, PA501(c)(3)Various Projects$6,340
Royal Family Kids CampErie, PA501(c)(3)Various Projects$6,250
Erie Regional Chamber & Growth PartnershipErie, PA501(c)(3)Various Projects$6,198
StringsforaCUREerie, PA501(c)(3)Various Projects$6,156
EnvironmenterieErie, PA501(c)(3)Various Projects$6,040
Mercy Hilltop CenterErie, PA501(c)(3)Various Projects$5,992
Erie Chamber OrchestraErie, PA501(c)(3)vARIOUS PROJECTS$5,989
Sarah Reed Children's Centererie, PA501(c)(3)Various Projects$5,861
Edinboro Area Historical SocietyEdinboro, PA501(c)(3)Various Projects$5,853
Holy Trinity Roman Catholic ChurchErie, PA501(c)(3)Various Projects$5,750
Erie Animal NetworkErie, PA501(c)(3)Various Projects$5,719
Friends of Erie County LibraryErie, PA501(c)(3)Various Projects$5,553
McCord Memorial LibraryNorth East, PA501(c)(3)Various Projects$5,523
Woman's Club of Erieerie, PA501(c)(3)Various Projects$5,399
Millcreek Youth Athletic Assocerie, PA501(c)(3)Various Projects$5,157

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
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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$1,956,343
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 Previously 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.”

Form 990, Part VII, Section A, Line 1, Column D:

“Michael Batchelor's base compensation included in column D is $210,000.”

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
2016-10-31
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
18
Volunteers
315

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: ($78,871)”

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 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.”

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

“Affiliate activity $1,556,265 change in value of split interest trust ($78,871) total to schedule d, part xi, line 2d: $1,477,394”

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

“Agency endowment revenue $5,504,111”

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

“Affiliate expenses $988,208”

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

“Agency expenses $5,006,501”

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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt070053599
IRS990/GrossReceiptsAmt083960470
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt013047
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018875
IRS990/InformationTechnologyGrp/ProgramServicesAmt025103
IRS990/InformationTechnologyGrp/TotalAmt057025
IRS990/InsuranceGrp/ManagementAndGeneralAmt023396
IRS990/InsuranceGrp/TotalAmt023396
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03197559
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03149730
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-47829
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt058429511
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt070222301
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0124032728
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0124693008
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0948045
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0972249
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02453290
IRS990/LandBldgEquipCostOrOtherBssAmt03401335
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070836498
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04907
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04907
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0299480
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0183944
IRS990/NetAssetsOrFundBalancesBOYAmt0187076851
IRS990/NetAssetsOrFundBalancesEOYAmt0194405926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-782899
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-782899
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-47829
IRS990/NetUnrlzdGainsLossesInvstAmt013447401
IRS990/NoncashContributionsAmt02234665
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt017624
IRS990/OccupancyGrp/ManagementAndGeneralAmt025496
IRS990/OccupancyGrp/ProgramServicesAmt033908
IRS990/OccupancyGrp/TotalAmt077028
IRS990/OfficeExpensesGrp/FundraisingAmt09255
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013389
IRS990/OfficeExpensesGrp/ProgramServicesAmt018407
IRS990/OfficeExpensesGrp/TotalAmt041051
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01173532
IRS990/OtherAssetsTotalGrp/EOYAmt0952231
IRS990/OtherChangesInNetAssetsAmt0-78871
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt020683
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025565
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt087102
IRS990/OtherExpensesGrp/Desc0LOSS ON IMPAIRMENT
IRS990/OtherExpensesGrp/Desc1DIRECT FUND EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt09744
IRS990/OtherExpensesGrp/FundraisingAmt12965
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0133127
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14289
IRS990/OtherExpensesGrp/ProgramServicesAmt0288967
IRS990/OtherExpensesGrp/ProgramServicesAmt141335
IRS990/OtherExpensesGrp/ProgramServicesAmt25705
IRS990/OtherExpensesGrp/TotalAmt0288967
IRS990/OtherExpensesGrp/TotalAmt1184206
IRS990/OtherExpensesGrp/TotalAmt212959
IRS990/OtherLiabilitiesGrp/BOYAmt02047689
IRS990/OtherLiabilitiesGrp/EOYAmt01956343
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/RelatedOrExemptFuncIncomeAmt0286954
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15749
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2803
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0286954
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15749
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2803
IRS990/OtherRevenueTotalAmt0298413
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0123427
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0187105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0303958
IRS990/OtherSalariesAndWagesGrp/TotalAmt0614490
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt013528

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,418,849
Liabilities
$7,012,923
Net assets
$194,405,926
Revenue
$13,123,972
Expenses
$19,163,427
Net income
-$6,039,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$386$4.10$382$39.8$31.9$7.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$5.31$327$68.7$23.3$45.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$336$7.91$328$41.7$30.9$10.8
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$291$4.04$287$26.7$20.1$6.67
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$259$7.21$252$27.8$25.4$2.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$236$3.88$232$39.4$21.0$18.4
2016Detailed filing. Detailed filing data is available for this year.$201$7.01$194$13.1$19.2$6.04
2015Detailed filing. Detailed filing data is available for this year.$191$3.96$187$26.9$15.3$11.7
2013Detailed filing. Detailed filing data is available for this year.$189$4.60$184$27.9$11.3$16.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$171$4.23$166$9.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$4.13$144$9.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$157$4.10$153$8.47