Civic Intelligence

Erie Community Foundation

990 • Fiscal year 2019 • EIN 25-6032032

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

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

10th percentile

0.03x

Higher debt load relative to assets than 10% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.26x

Higher debt load relative to revenue than 25% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

65th percentile

8.6%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

12th percentile

$325,545

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-19%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$259,123,488

Up $23,032,329 (+9.8%) from 2017

Net Assets

Up

$251,914,027

Up $19,707,800 (+8.5%) from 2017

Liabilities

Up

$7,209,461

Up $3,324,529 (+86%) from 2017

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin65th percentile

Revenue

Down

$27,775,400

Down $11,645,472 (-30%) from 2017

Expenses

Up

$25,390,617

Up $4,391,793 (+21%) from 2017

Net Income

Down

$2,384,783

Down $16,037,265 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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 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

2019

Assets$259,123,488
Liabilities$7,209,461
Net Assets$251,914,027
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

2019

Revenue$27,775,400
Expenses$25,390,617
Net Income$2,384,783
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$87,180,563
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$121,650,422$137,675,294▲ $16,024,872
Investments Other Securities$96,088,885$115,337,858▲ $19,248,973
Cash and Non-Interest-Bearing Accounts$2,793,071$2,857,443▲ $64,372
Land, Buildings, and Equipment, Net$2,521,296$2,549,092▲ $27,796
Prepaid Expenses and Deferred Charges$28,180$65,183▲ $37,003
Pledges and Grants Receivable$10,000$0▼ $10,000
Total Assets$223,922,588$259,123,488▲ $35,200,900
Other Assets Total$830,734$638,618▼ $192,116
Liabilities
Grants Payable$4,000,812$4,977,492▲ $976,680
Other Liabilities$1,698,709$1,672,324▼ $26,385
Accounts Payable and Accrued Expenses$408,985$559,645▲ $150,660
Deferred Revenue$73,300$0▼ $73,300
Total Liabilities$6,181,806$7,209,461▲ $1,027,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$217,483,010$251,470,857▲ $33,987,847
Net Assets With Donor Restrictions$257,772$443,170▲ $185,398
Total Net Assets Fund Balance$217,740,782$251,914,027▲ $34,173,245
Total Liabilities and Net Assets / Fund Balance$223,922,588$259,123,488▲ $35,200,900

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,750,957$920,166$2,671,123
Equipment$356,594$585,430$942,024
Other Land Buildings$312,966$90,722$403,688
Land$128,575-$128,575
Other Securities$115,337,858--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2017$192,228,482$19,915,808▲ $31,673,810$1,340,921$228,052,709
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
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael BatchelorPresidentFT$227,000$98,545$325,545
Barbara SambroakTreasurer, VP of FinanceFT$124,372$13,476$137,848

Board Members and Trustees

NameTitle
Timothy HunterChairman
Charles Knight CPATrustee
David TullioTrustee
Debra MurphyTrustee
Dionne Wallace OakleyTrustee
Dr Donald BaxterTrustee
James WalczakTrustee
Lynn McbrierTrustee
Sarah Hagen McwilliamsTrustee
William Hilbert JrTrustee
Marcus AtkinsonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCInvestment ConsultingPO BOX 72121, Chicago, IL 60691$193,971
PncCustodial Fees901 STATE STREET, Erie, PA 16501$148,792
Revenue and Support

Revenue Composition

Contributions and Grants
$20,626,293
Program Service Revenue
$277,879
Investment Income
$6,870,974
Other Revenue
$254
All Other Contributions
$20,626,293
Change in Net Assets
$2,384,783

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 Traded100$8,843,486Fair Market Value (FMV)
Total Noncash Contributions100$8,843,486-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,333,187
Revenue Not Reported on Financial Statements
$10,442,213
Revenue Not Reported on Form 990
$34,927,897
Other Revenue Adjustments
$9,210,790
Total Revenue per Audited Statements
$52,261,084
Total Revenue per Form 990
$27,775,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,461,560
Other Expenses$2,229,651
Salaries, Compensation, and Employee Benefits$1,699,406
Total Fundraising Expense$691,437
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,805,469--$20,805,469
Fees for Service Investment Mgmnt Fees-$1,389,510-$1,389,510
Other Salaries and Wages$364,178$246,358$244,330$854,866
Grants to Domestic Individuals$656,091--$656,091
Current Officers, Directors, Trustees, and Key Employees$185,081$188,369$157,700$531,150
Depreciation Depletion$164,452$22,461$19,370$206,283
Other Employee Benefits$66,348$46,656$60,617$173,621
Advertising$42,545$43,413$42,136$128,094
Conferences and Meetings$46,538$27,303$26,422$100,263
Payroll Taxes$34,403$28,191$22,721$85,315
Fees for Services Accounting$31,866$25,247$24,433$81,546
Occupancy$30,251$20,786$20,116$71,153
Information Technology$22,238$17,664$17,094$56,996
Pension Plan Contributions$20,613$16,810$17,031$54,454
Office Expenses$16,857$12,227$11,832$40,916
Insurance$9,833$7,816$7,564$25,213
Other Expenses$5,072$4,032$3,902$13,006
Fees for Services Legal$6,088$1,751$1,694$9,533
Fees for Services Management$5,501$1,730$1,674$8,905
Travel$978$777$752$2,507
Interest$195$155$150$500
Total Functional Expenses$22,594,099$2,105,081$691,437$25,390,617

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$25,390,617
Total Expenses per Audited Statements$21,770,206
Expenses per Audited Statements$20,751,141
Expenses Not Reported on Financial Statements$4,639,476
Other Expense Adjustments$3,408,053
Expenses Not Reported on Form 990$1,019,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamot Health FoundationErie, PA501(c)(3)Various Projects$5,076,478
United Way of Erie CountyErie, PA501(c)(3)Various Projects$1,084,675
ST PAUL'S CLINIC FOUNDATIONErie, PA501(c)(3)Various Projects$836,670
Foundation for Free Enterprise EducationErie, PA501(c)(3)Various Projects$359,506
Empower ErieErie, PA501(c)(3)Various Projects$355,240
Erie Zoological SocietyErie, PA501(c)(3)Various Projects$286,631
Shriners Hospitals for ChildrenErie, PA501(c)(3)Various Projects$278,700
Erie City MissionErie, PA501(c)(3)Various Projects$272,792
Saint Vincent HospitalErie, PA501(c)(3)Various Projects$234,419
Sisters of Mercy of the AmericasBuffalo, NY501(c)(3)Various Projects$232,298
Erie County Historical Society and MuseumsErie, PA501(c)(3)Various Projects$227,445
Erie PlayhouseErie, PA501(c)(3)Various Projects$217,477
Erie Art MuseumErie, PA501(c)(3)Various Projects$209,811
Wayside PresbyterianErie, PA501(c)(3)Various Projects$200,816
Mercyhurst Preparatory SchoolErie, PA501(c)(3)Various Projects$190,347
Emmaus MinistriesErie, PA501(c)(3)Various Projects$185,040
Erie PhilharmonicErie, PA501(c)(3)Various Projects$181,811
Mclane ChurchEdinboro, PA501(c)(3)Various Projects$169,303
Foundation for Sustainable ForestSpartansburg, PA501(c)(3)Various Projects$168,102
Luther Memorial Church & Learning CenterErie, PA501(c)(3)Various Projects$141,435
Erie Center for Arts & TechnologyErie, PA501(c)(3)Various Projects$137,876
Goodell Gardens & HomesteadEdinboro, PA501(c)(3)Various Projects$136,142
Second Harvest Food BankErie, PA501(c)(3)Various Projects$128,893
Mercy Center for WomenErie, PA501(c)(3)Various Projects$122,192
Chosen IncErie, PA501(c)(3)Various Projects$117,439
Flagship Niagara LeagueErie, PA501(c)(3)Various Projects$113,352
Erie Arts & CultureErie, PA501(c)(3)Various Projects$108,228
Penn State Erie the Behrend CollegeErie, PA501(c)(3)Various Projects$106,508
Springhill Senior Living CommunityErie, PA501(c)(3)Various Projects$104,151
Maria House ProjectErie, PA501(c)(3)Various Projects$103,451
Diocese of ErieErie, PA501(c)(3)Various Projects$98,931
Sisters of St JosephErie, PA501(c)(3)Various Projects$89,058
Erie United Methodist AllianceErie, PA501(c)(3)Various Projects$85,481
Erie Humane SocietyErie, PA501(c)(3)Various Projects$85,263
SAINT MARY'S HOME OF ERIEErie, PA501(c)(3)Various Projects$84,672
Member to Member IncCambridge Springs, PA501(c)(3)Various Projects$84,611
EnvironmenterieErie, PA501(c)(3)Various Projects$81,439
WOMEN'S CARE CENTERErie, PA501(c)(3)Various Projects$81,172
French Creek Valley ConservancyMeadville, PA501(c)(3)Various Projects$80,855
EXPERIENCE CHILDREN'S MUSEUMErie, PA501(c)(3)Various Projects$80,063
Erie Area Rabbit Society & RescueErie, PA501(c)(3)Various Projects$77,549
LecomErie, PA501(c)(3)Various Projects$75,912
Barber National InstituteErie, PA501(c)(3)Various Projects$74,192
Upmc HamotErie, PA501(c)(3)Various Projects$73,329
Neighborhood Art HouseErie, PA501(c)(3)Various Projects$71,130
Park United Methodist ChurchNorth East, PA501(c)(3)Various Projects$67,905
First Presbyterian Church of the CovenantErie, PA501(c)(3)Various Projects$67,722
YmcaErie, PA501(c)(3)Various Projects$66,084
St John the Baptist ChurchErie, PA501(c)(3)Various Projects$64,914
SafenetErie, PA501(c)(3)Various Projects$62,591
Sisters of St Joseph Neighborhood NetworkErie, PA501(c)(3)Various Projects$61,914
First United Methodist Church of ErieErie, PA501(c)(3)Various Projects$60,115
Trec FoundationErie, PA501(c)(3)Various Projects$59,761
Ahn Saint Vincent HospitalErie, PA501(c)(3)Various Projects$58,999
The Salvation ArmyErie, PA501(c)(3)Various Projects$58,220
Erie Homes for Children & AdultsErie, PA501(c)(3)Various Projects$58,096
Asbury Woods PartnershipErie, PA501(c)(3)Various Projects$55,906
Anna ShelterErie, PA501(c)(3)Various Projects$55,755
HandsErie, PA501(c)(3)Various Projects$54,335
Presbyterian HomesErie, PA501(c)(3)Various Projects$53,314
Erie Day SchoolErie, PA501(c)(3)Various Projects$51,755
The Sight Center of Northwest PennsylvaniaErie, PA501(c)(3)Various Projects$51,599
Nwpa Cleft Palate InstituteErie, PA501(c)(3)Various Projects$51,294
Wesley United Methodist ChurchErie, PA501(c)(3)Various Projects$50,155
Impact CorryCorry, PA501(c)(3)Various Projects$48,990
Harrisburg AcademyWormleysburg, PA501(c)(3)Various Projects$48,050
Camp JudsonNorth Springfield, PA501(c)(3)Various Projects$47,459
Benedictine Sisters of ErieErie, PA501(c)(3)Various Projects$46,828
Gannon UniversityErie, PA501(c)(3)Various Projects$46,739
Corry YmcaCorry, PA501(c)(3)Various Projects$46,558
Fairview Presbyterian ChurchFairview, PA501(c)(3)Various Projects$45,082
Erie DawnErie, PA501(c)(3)Various Projects$44,965
Because You CareMckean, PA501(c)(3)Various Projects$43,532
WqlnErie, PA501(c)(3)Various Projects$42,786
Erie Independence House IncErie, PA501(c)(3)Various Projects$40,821
The RefugeErie, PA501(c)(3)Various Projects$40,490
Camp Notre DameFairview, PA501(c)(3)Various Projects$36,236
EAGLE'S NEST LEADERSHIP CORPORATIONErie, PA501(c)(3)Various Projects$34,225
St Martin Center IncErie, PA501(c)(3)Various Projects$33,695
South Harborcreek United Methodist ChurchHarborcreek, PA501(c)(3)Various Projects$30,734
First Presbyterian Church of North EastNorth East, PA501(c)(3)Various Projects$30,534
Erie Downtown PartnershipErie, PA501(c)(3)Various Projects$30,022
Make-a-wish FoundationErie, PA501(c)(3)Various Projects$29,993
Achievement CenterErie, PA501(c)(3)Various Projects$29,618
Erie Downtown Development CorporationErie, PA501(c)(3)Various Projects$29,092
Boys & Girls Clubs of ErieErie, PA501(c)(3)Various Projects$28,679
Mercyhurst University Civic InstituteErie, PA501(c)(3)Various Projects$28,574
EMMA'S FOOTPRINTSEdinboro, PA501(c)(3)Various Projects$28,198
Boy Scouts of America CouncilErie, PA501(c)(3)Various Projects$27,968
St Patrick ChurchErie, PA501(c)(3)Various Projects$27,899
FOUNDATION FOR ERIE'S PUBLIC SCHOOLSErie, PA501(c)(3)Various Projects$27,893
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Various Projects$27,812
St Stephen Episcopal ChurchFairview, PA501(c)(3)Various Projects$27,804
Orphan Angels Cat Sanctuary and Adoption CenterErie, PA501(c)(3)Various Projects$27,686
Unitarian Universalist Congregation of ErieErie, PA501(c)(3)Various Projects$27,659
ServerieErie, PA501(c)(3)Various Projects$27,308
Lake Erie Arboretum at FrontierErie, PA501(c)(3)Various Projects$26,812
Cathedral of St PaulErie, PA501(c)(3)Various Projects$26,790
Erie School DistrictErie, PA501(c)(3)Various Projects$26,500
County of ErieErie, PA501(c)(3)Various Projects$26,400
Edinboro UniversityEdinboro, PA501(c)(3)Various Projects$25,908
Robert H Jackson CenterJamestown, NY501(c)(3)Various Projects$25,552
Eastminster Presbyterian ChurchErie, PA501(c)(3)Various Projects$25,163
American Cancer SocietyErie, PA501(c)(3)Various Projects$24,048
Mercyhurst UniversityErie, PA501(c)(3)Various Projects$23,977
Our Lady of the Lake ParishEdinboro, PA501(c)(3)Various Projects$23,791
Community Shelter ServicesErie, PA501(c)(3)Various Projects$23,773
Therapy Dogs United IncErie, PA501(c)(3)Various Projects$23,739
Interlochen Center for the ArtsInterlochen, MI501(c)(3)Various Projects$23,719
Erie Regional Library FoundationErie, PA501(c)(3)Various Projects$23,155
Wctl Fm RadioWaterford, PA501(c)(3)Various Projects$22,799
Wld RanchGirard, PA501(c)(3)Various Projects$22,592
THE YOUNG PEOPLE'S CHORUS OF ERIEErie, PA501(c)(3)Various Projects$22,138
Harborcreek Youth ServicesHarborcreek, PA501(c)(3)Various Projects$21,263
Cathedral Preparatory SchoolErie, PA501(c)(3)Various Projects$20,884
Tamarack Wildlife Rehabilitation and Education CenterSaegertown, PA501(c)(3)Various Projects$20,786
Community Country Day SchoolErie, PA501(c)(3)Various Projects$20,661
Greater Erie Area Habitat for HumanityErie, PA501(c)(3)Various Projects$20,522
Hope on HorsebackFairview, PA501(c)(3)Various Projects$20,287
ALZHEIMER'S ASSOC OF NW PAErie, PA501(c)(3)Various Projects$20,133
Abiding Hope Luthern ChurchErie, PA501(c)(3)Various Projects$19,330
GecacErie, PA501(c)(3)Various Projects$19,073
Community of CaringErie, PA501(c)(3)Various Projects$18,867
American National Red CrossErie, PA501(c)(3)Various Projects$18,700
Union City First United Methodist ChurchUnion City, PA501(c)(3)Various Projects$18,689
ST PATRICK'S HAVENErie, PA501(c)(3)Various Projects$18,554
Stairways Behavioral HealthErie, PA501(c)(3)Various Projects$18,304
CHILDREN'S ADVOCACY CENTERErie, PA501(c)(3)Various Projects$18,171
Hospice of Metropolitan ErieErie, PA501(c)(3)Various Projects$18,078
BOY'S TOWNBoys Town, NE501(c)(3)Various Projects$17,748
LUCY'S FIRST STEPErie, PA501(c)(3)Various Projects$17,673
Orchard Beach AssemblyNorth East, PA501(c)(3)Various Projects$17,628
Brevillier VillageErie, PA501(c)(3)Various Projects$16,985
Immanuel Lutheran ChurchErie, PA501(c)(3)Various Projects$16,322
The Upper RoomErie, PA501(c)(3)Various Projects$16,251
MhedsErie, PA501(c)(3)Various Projects$15,991
Ajo Forever FoundationErie, PA501(c)(3)Various Projects$15,730
St Peter CathedralErie, PA501(c)(3)Various Projects$15,682
Crime Victim CenterErie, PA501(c)(3)Various Projects$15,122
Horse Thrive 365The Woodlands, TX501(c)(3)Various Projects$15,000
St Luke ChurchErie, PA501(c)(3)Various Projects$14,925
Fairview School FoundationFairview, PA501(c)(3)Various Projects$14,879
Erie Yacht Club Foundation IncErie, PA501(c)(3)Various Projects$14,828
Presque Isle PartnershipErie, PA501(c)(3)Various Projects$14,690
New Hope Presbyterian Church of ErieErie, PA501(c)(3)Various Projects$14,581
Lakeshore Community ServicesErie, PA501(c)(3)Various Projects$14,397
ST PAUL'S UNITED CHURCH OF CHRISTErie, PA501(c)(3)Various Projects$14,318
SARAH REED CHILDREN'S CENTERErie, PA501(c)(3)Various Projects$14,275
Erie Junior PhilharmonicErie, PA501(c)(3)Various Projects$14,197
United Way of the Greater Lehigh ValleyAllentwon, PA501(c)(3)Various Projects$14,020
Villa Maria AcademyErie, PA501(c)(3)Various Projects$13,465
Visiting Nurse AssociationErie, PA501(c)(3)Various Projects$13,406
New Blossoms New Life FoundationFairview, PA501(c)(3)Various Projects$13,301
L'ARCHE ERIEErie, PA501(c)(3)Various Projects$13,209
ALL GOD'S CHILDREN MINISTRIESWest Springfield, PA501(c)(3)Various Projects$12,989
Jfk CenterErie, PA501(c)(3)Various Projects$12,660
Fort Leboeuf FoundationWaterford, PA501(c)(3)Various Projects$12,532
Blended Spirits RanchFairview, PA501(c)(3)Various Projects$12,389
Presque Isle Light StationErie, PA501(c)(3)Various Projects$12,221
St George Catholic ChurchErie, PA501(c)(3)Various Projects$12,025
Westside Community CenterWest Chester, PA501(c)(3)Various Projects$12,000
American Heart Association- ErieUniontown, OH501(c)(3)Various Projects$11,926
St Luke SchoolErie, PA501(c)(3)Various Projects$11,351
GRADY'S DECISIONErie, PA501(c)(3)Various Projects$10,948
Girl Scouts Western PennsylvaniaPittsburgh, PA501(c)(3)Various Projects$10,781
Metro Erie Meals on WheelsErie, PA501(c)(3)Various Projects$10,735
Royal Family Kids CampErie, PA501(c)(3)Various Projects$10,393
Early Connections IncErie, PA501(c)(3)Various Projects$10,363
Martin Luther King CenterErie, PA501(c)(3)Various Projects$10,250
First Presbyterian Church of GirardGirard, PA501(c)(3)Various Projects$10,246
Friends of Erie County LibraryErie, PA501(c)(3)Various Projects$10,075
Young Artists Debut OrchestraErie, PA501(c)(3)Various Projects$10,074
Foundation for Boyertown EducationBoyertown, PA501(c)(3)Various Projects$10,000
Olean Public LibraryOlean, NY501(c)(3)Various Projects$10,000
World War Ii MemorialErie, PA501(c)(3)Various Projects$10,000
Our Lady of Peace ChurchErie, PA501(c)(3)Various Projects$9,688
Corry Higher Education CouncilCorry, PA501(c)(3)Various Projects$9,631
General Mclane FoundationEdinboro, PA501(c)(3)Various Projects$9,560
Autism Society Northwestern PennsylvaniaErie, PA501(c)(3)Various Projects$9,357
Family Services of NwpaErie, PA501(c)(3)Various Projects$9,007
Erie Animal NetworkErie, PA501(c)(3)Various Projects$8,982
Wellfit IncErie, PA501(c)(3)Various Projects$8,833
Mother Teresa AcademyErie, PA501(c)(3)Various Projects$8,830
Parkinson Partners of Nw PaErie, PA501(c)(3)Various Projects$8,765
Union City Volunteer Fire CoUnion City, PA501(c)(3)Various Projects$8,487
Nami of Pa Erie County AffiliateErie, PA501(c)(3)Various Projects$8,439
Our Lady of Mount Carmel ParishErie, PA501(c)(3)Various Projects$8,401
The Georgiana FoundationErie, PA501(c)(3)Various Projects$8,395
Aauw- Erie BranchErie, PA501(c)(3)Various Projects$8,366
Saint Vincent Health FoundationErie, PA501(c)(3)Various Projects$8,320
St Gregory SchoolNorth East, PA501(c)(3)Various Projects$8,224
Mental Health Assoc of Nw PaErie, PA501(c)(3)Various Projects$8,175
Partnership of Women ReligiousErie, PA501(c)(3)Various Projects$8,143
Edinboro Area Historical SocietyEdinboro, PA501(c)(3)Various Projects$8,064
Multicultural Community Resource CenterErie, PA501(c)(3)Various Projects$7,991
Mccord Memorial LibraryNorth East, PA501(c)(3)Various Projects$7,917
Bethany Outreach CenterErie, PA501(c)(3)Various Projects$7,781
Booker T Washington CenterErie, PA501(c)(3)Various Projects$7,763
Church of the CrossFairview, PA501(c)(3)Various Projects$7,737
House of MercyErie, PA501(c)(3)Various Projects$7,624
Bayfront East Side TaskforceErie, PA501(c)(3)Various Projects$7,552
Erie County Technical School FoundationErie, PA501(c)(3)Various Projects$7,500
Saint Jude SchoolEre, PA501(c)(3)Various Projects$7,465
Union City Public LibraryUnion City, PA501(c)(3)Various Projects$7,408
Hooked on Books for KidsErie, PA501(c)(3)Various Projects$7,265
Bayfront Maritime CenterErie, PA501(c)(3)Various Projects$7,145
Greater Erie Alliance for EqualityErie, PA501(c)(3)Various Projects$7,099
Miller-keystone Blood CenterBethlehem, PA501(c)(3)Various Projects$7,045
West Lake Fire DepartmentErie, PA501(c)(3)Various Projects$7,039
Careercatchers IncSilver Spring, MD501(c)(3)Various Projects$7,000
Erie-western Pa Port AuthorityErie, PA501(c)(3)Various Projects$7,000
Millcreek Education FoundationErie, PA501(c)(3)Various Projects$6,898
Door Student Services IncNortheast, PA501(c)(3)Various Projects$6,855
Susan Hirt Hagen CoreErie, PA501(c)(3)Various Projects$6,783
Bayfront Nato IncErie, PA501(c)(3)Various Projects$6,626
Perseus HouseErie, PA501(c)(3)Various Projects$6,625
Erie Police Athletic LeagueErie, PA501(c)(3)Various Projects$6,528
Headstrong FoundationHolmes, PA501(c)(3)Various Projects$6,500
Aces IncErie, PA501(c)(3)Various Projects$6,482
First Baptist Church of North EastNorth East, PA501(c)(3)Various Projects$6,345
Bair FoundationNew Wilmington, PA501(c)(3)Various Projects$6,331
Mystic Mountain Training CenterCambridge Springs, PA501(c)(3)Various Projects$6,280
WOMAN'S CLUB OF ERIEErie, PA501(c)(3)Various Projects$5,885
Town of MinaFindley Lake, NY501(c)(3)Various Projects$5,849
Dafmark Dance TheatreErie, PA501(c)(3)Various Projects$5,760
People for LifeErie, PA501(c)(3)Various Projects$5,755
ST PAUL'S EVANGELICAL LUTHERAN CHURCHErie, PA501(c)(3)Various Projects$5,647
Performing Artists Collective AllianceErie, PA501(c)(3)Various Projects$5,425
Sarah a Reed Retirement CenterErie, PA501(c)(3)Various Projects$5,401
Presque Isle LighthouseErie, PA501(c)(3)Various Projects$5,370
Findley Lake Volunteer Firemans AssociationFindley Lake, NY501(c)(3)Various Projects$5,354
The Nonprofit PartnershipErie, PA501(c)(3)Various Projects$5,316
Jewish Community Council of ErieErie, PA501(c)(3)Various Projects$5,120
Hermitage HouseEdinboro, PA501(c)(3)Various Projects$5,084
Hope RescueUnion City, PA501(c)(3)Various Projects$5,072
Chautauqua FoundationChautauqua, NY501(c)(3)Various Projects$5,000
RecenterHouston, TX501(c)(3)Various Projects$5,000
University of Notre DameNotre Dame, IN501(c)(3)Various Projects$5,000
Whitehall-coplay Hunger InitiativeWhitehall, PA501(c)(3)Various Projects$5,000
Our Lady of Peace CampusErie, PA501(c)(3)Various Projects$4,856
University of DaytonDayton, OH501(c)(3)Various Projects$2,000
Mercyhurst University North EastNorth East, PA501(c)(3)Various Projects$1,000
Robert Morris UniversityMoon Township, PA501(c)(3)Various Projects$1,000
Allegheny CollegeMeadville, PA501(c)(3)Various Projects$379

International Summary

Offices
0
Employees
0
Spending
$11,213,208

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-00$11,213,208
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$1,672,324
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 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
CFO
Phone
8144540843
Signed
2020-11-15
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
387

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Refund of prior year grants 159,395. Change in value of split interests 205,075.”

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 3,139,434. Change in value of split interest trust 205,075.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Agency endowment revenue 9,210,790.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Affiliate expenses 1,019,065.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Agency expenses 3,408,053.”

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.”

Raw XML AppendixShowing 400 of 2,983 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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IRS990/LandBldgEquipBasisNetGrp/BOYAmt02521296
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02549092
IRS990/LandBldgEquipCostOrOtherBssAmt04145410
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt059405163
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0217740782
IRS990/NetAssetsOrFundBalancesEOYAmt0251914027
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03193050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03193050
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031423992
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0217483010
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0251470857
IRS990/NoncashContributionsAmt08843486
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt020116
IRS990/OccupancyGrp/ManagementAndGeneralAmt020786
IRS990/OccupancyGrp/ProgramServicesAmt030251
IRS990/OccupancyGrp/TotalAmt071153
IRS990/OfficeExpensesGrp/FundraisingAmt011832
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012227
IRS990/OfficeExpensesGrp/ProgramServicesAmt016857
IRS990/OfficeExpensesGrp/TotalAmt040916
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0830734
IRS990/OtherAssetsTotalGrp/EOYAmt0638618
IRS990/OtherChangesInNetAssetsAmt0364470
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt060617
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046656
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066348
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0173621
IRS990/OtherExpensesGrp/Desc0DIRECT FUND EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIP
IRS990/OtherExpensesGrp/FundraisingAmt011899
IRS990/OtherExpensesGrp/FundraisingAmt13902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03825
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14032
IRS990/OtherExpensesGrp/ProgramServicesAmt079502
IRS990/OtherExpensesGrp/ProgramServicesAmt15072
IRS990/OtherExpensesGrp/TotalAmt095226
IRS990/OtherExpensesGrp/TotalAmt113006
IRS990/OtherLiabilitiesGrp/BOYAmt01698709
IRS990/OtherLiabilitiesGrp/EOYAmt01672324
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION SETTLEMETNS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0254
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0254
IRS990/OtherRevenueTotalAmt0254
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0244330
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0246358
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0364178
IRS990/OtherSalariesAndWagesGrp/TotalAmt0854866
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022721
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028191
IRS990/PayrollTaxesGrp/ProgramServicesAmt034403
IRS990/PayrollTaxesGrp/TotalAmt085315
IRS990/PensionPlanContributionsGrp/FundraisingAmt017031
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016810
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020613
IRS990/PensionPlanContributionsGrp/TotalAmt054454
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028180
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065183
IRS990/PrincipalOfficerNm0BARBARA F SAMBROAK CPA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0277879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0277879
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021560266
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020862991
IRS990/PYInvestmentIncomeAmt012519342
IRS990/PYOtherExpensesAmt02073692
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0289165
IRS990/PYRevenuesLessExpensesAmt010004429
IRS990/PYSalariesCompEmpBnftPaidAmt01427661
IRS990/PYTotalExpensesAmt024364344
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034368773
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02384783
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0278133
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: DATE: 12/31/15 AMOUNT: 1209903. DESCRIPTION: DATE: 12/31/18 AMOUNT: 2000000. DESCRIPTION: DATE: 12/31/18 AMOUNT: 485060. DESCRIPTION: DATE: 12/31/18 AMOUNT: 1650000. DESCRIPTION: DATE: 12/31/19 AMOUNT: 1500000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt021560266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026411130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010458728
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020592067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt099648484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03588423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03642039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03804982
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03197559
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03456198
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017689201
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01475801
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.54170
IRS990ScheduleA/PublicSupportPY170Pct00.54620
IRS990ScheduleA/PublicSupportTotal170Amt063613289
IRS990ScheduleA/SubstantialContributorsTotAmt036035195
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020626293
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt021560266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026411130

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$259,123,488
Liabilities
$7,209,461
Net assets
$251,914,027
Revenue
$27,775,400
Expenses
$25,390,617
Net income
$2,384,783
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
2019Detailed filing. Detailed filing data is available for this year.$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
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