Civic Intelligence

Lower Makefield Township Community Foundation Inc.

990EZ • Fiscal year 2023 • EIN 26-4408535

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 27, 2024

Organization ProfileN/A
1100 Edgewood RoadYardley, PA 19067-1689

(215) 493-5786

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$179,336

Down $1,297 (-0.7%) from 2022

Net Assets

Down

$179,336

Down $1,297 (-0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$23,314

Down $19,852 (-46%) from 2022

Expenses

Up

$24,611

Up $3,077 (+14%) from 2022

Net Income

Down

-$1,297

Down $22,929 (-106%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $213,169Liabilities 2013: $0Net Assets 2013: $213,1692013Assets 2014: $113,862Liabilities 2014: $0Net Assets 2014: $113,8622014Assets 2018: $141,170Net Assets 2018: $141,1702018Assets 2019: $162,152Liabilities 2019: $0Net Assets 2019: $162,1522019Assets 2020: $151,098Liabilities 2020: $0Net Assets 2020: $151,0982020Assets 2021: $159,001Liabilities 2021: $0Net Assets 2021: $159,0012021Assets 2022: $180,633Liabilities 2022: $0Net Assets 2022: $180,6332022Assets 2023: $179,336Liabilities 2023: $0Net Assets 2023: $179,3362023Assets 2024: $221,555Net Assets 2024: $221,5552024Assets 2025: $228,253Net Assets 2025: $228,2532025

Highlighted filing

2023

Assets$179,336
Liabilities$0
Net Assets$179,336
Open 2023 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $37,201Expenses 2013: $31,884Net Income 2013: $5,3172013Revenue 2014: $40,846Expenses 2014: $140,153Net Income 2014: -$99,3072014Revenue 2018: $88,790Expenses 2018: $10,874Net Income 2018: $77,9162018Revenue 2019: $26,626Expenses 2019: $5,644Net Income 2019: $20,9822019Revenue 2020: $29,046Expenses 2020: $40,100Net Income 2020: -$11,0542020Revenue 2021: $10,144Expenses 2021: $2,241Net Income 2021: $7,9032021Revenue 2022: $43,166Expenses 2022: $21,534Net Income 2022: $21,6322022Revenue 2023: $23,314Expenses 2023: $24,611Net Income 2023: -$1,2972023Revenue 2024: $48,195Expenses 2024: $5,976Net Income 2024: $42,2192024Revenue 2025: $16,830Expenses 2025: $10,132Net Income 2025: $6,6982025

Highlighted filing

2023

Revenue$23,314
Expenses$24,611
Net Income-$1,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 27, 2024
Return Version
2022v5.0
Gross Receipts
$23,314
Mission and Program Overview

Mission

Garden of reflection: a fund that is restricted to additions and maintenance of the garden of reflection, a memorial for the september 11, 2001 tragedy.township police fund: a fund that is restricted to special projects of the lower makefield townshp police department.dog park fund: a fund restricted to completing a dog park in lower makefield township.gregory caiola memorial fund: a fund restricted to honor gregory caiola by production and erection of signs for renaming the township baseball fields for mr. Caiola. He was highly involved in the township's baseball program for children of the township residents.eagle scouts fund: a fund that is restricted to special charitable projects of the eagle scouts.

(1)garden of reflection: add to and maintain the garden of reflection, a memorial for the september 11, 2001 tragedy; (2)township police fund: support special projects of the lower makefield townshp police department;(3)dog park fund: complete a dog park in lower makefield township;(4)gregory caiola memorial fund: honor gregory caiola by production and erection of signs for renaming the township baseball fields for mr. Caiola. (5)eagle scouts fund: special charitable projects of the eagle scouts; (6)historic commission fund: promote awareness of the township's history and encouraging the preservation of historic and farmstead settings. (7)community accessibility project: support projects that will allow persons with disabilities equal access within the township. (8)sustainable projects fund: a fund restricted to: maintaining and improving the environment of the township and health of its residents.

Program Services

DescriptionGrantsExpenses
TOWNSHIP POLICE FUND: A FUND RESTRICTED TO PROMOTING AWARENESS OF THE TOWNSHIP'S POLICE FORCE AND K9 POLICE FORCE.$0$18,126
SUSTAINABLE PROJECTS FUND: A FUND RESTRICTED TO: (1) MAINTAINING AND IMPROVING THE ENVIRONMENT OF THE TOWNSHIP AND THE HEALTH OF ITS RESIDENTS; (2)PROVIDING OPPORTUNITIES FOR COST SAVINGS TO RESIDENTS; (3) REDUCING GHG EMISSIONS; (4) IMPROVING ENERGY SECURITY.$0$3,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KRATZER JRPresident-$0--
KENNETH COLUZZISecretary-$0--
ALISON STEWARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lower Makefield Community
EIN
26-4408535
Phone
2154935786
Address
1100 EDGEWOOD ROAD, YARDLEY, PA 19067-1689

Signing Officer

Name
David Kratzer Jr
Title
President
Phone
2154935786
Signed
2024-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Maillie Llp
Address
500 NORTH LEWIS RD, LIMERICK, PA 19468
Preparer
Gregory J Shank CPA Cva
Phone
6109351420
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 1,843.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: registration fees. Amount: 100. Description: police k9 care. Amount: 850. Description: equipment - police fund. Amount: 10,822. Description: sustainability signs and equipment. Amount: 3,300. Description: vehicle repair - police fund. Amount: 6,454. Description: supplies. Amount: 85. Total to form 990-ez, line 16: 21,611.”

Raw XML Appendix157 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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IRS990EZ/PrimaryExemptPurposeTxt0(1)GARDEN OF REFLECTION: ADD TO AND MAINTAIN THE GARDEN OF REFLECTION, A MEMORIAL FOR THE SEPTEMBER 11, 2001 TRAGEDY; (2)TOWNSHIP POLICE FUND: SUPPORT SPECIAL PROJECTS OF THE LOWER MAKEFIELD TOWNSHP POLICE DEPARTMENT;(3)DOG PARK FUND: COMPLETE A DOG PARK IN LOWER MAKEFIELD TOWNSHIP;(4)GREGORY CAIOLA MEMORIAL FUND: HONOR GREGORY CAIOLA BY PRODUCTION AND ERECTION OF SIGNS FOR RENAMING THE TOWNSHIP BASEBALL FIELDS FOR MR. CAIOLA. (5)EAGLE SCOUTS FUND: SPECIAL CHARITABLE PROJECTS OF THE EAGLE SCOUTS; (6)HISTORIC COMMISSION FUND: PROMOTE AWARENESS OF THE TOWNSHIP'S HISTORY AND ENCOURAGING THE PRESERVATION OF HISTORIC AND FARMSTEAD SETTINGS. (7)COMMUNITY ACCESSIBILITY PROJECT: SUPPORT PROJECTS THAT WILL ALLOW PERSONS WITH DISABILITIES EQUAL ACCESS WITHIN THE TOWNSHIP. (8)SUSTAINABLE PROJECTS FUND: A FUND RESTRICTED TO: MAINTAINING AND IMPROVING THE ENVIRONMENT OF THE TOWNSHIP AND HEALTH OF ITS RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUSTAINABLE PROJECTS FUND: A FUND RESTRICTED TO: (1) MAINTAINING AND IMPROVING THE ENVIRONMENT OF THE TOWNSHIP AND THE HEALTH OF ITS RESIDENTS; (2)PROVIDING OPPORTUNITIES FOR COST SAVINGS TO RESIDENTS; (3) REDUCING GHG EMISSIONS; (4) IMPROVING ENERGY SECURITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TOWNSHIP POLICE FUND: A FUND RESTRICTED TO PROMOTING AWARENESS OF THE TOWNSHIP'S POLICE FORCE AND K9 POLICE FORCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: REGISTRATION FEES. AMOUNT: 100. DESCRIPTION: POLICE K9 CARE. AMOUNT: 850. DESCRIPTION: EQUIPMENT - POLICE FUND. AMOUNT: 10,822. DESCRIPTION: SUSTAINABILITY SIGNS AND EQUIPMENT. AMOUNT: 3,300. DESCRIPTION: VEHICLE REPAIR - POLICE FUND. AMOUNT: 6,454. DESCRIPTION: SUPPLIES. AMOUNT: 85. TOTAL TO FORM 990-EZ, LINE 16: 21,611.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179,336
Liabilities
$0
Net assets
$179,336
Revenue
$23,314
Expenses
$24,611
Net income
-$1,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.28$2.28$0.17$0.10$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.48$0.06$0.42
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.23$0.25$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.43$0.22$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.10$0.02$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.29$0.40$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.27$0.06$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.89$0.11$0.78
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.41$1.40$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.37$0.32$0.05