Civic Intelligence

Laurel Highlands Academic Foundation

990EZ • Fiscal year 2017 • EIN 31-1477579

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 03, 2018

304 Bailey AvenueUniontown, PA 15401

(724) 437-2821

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

4.0%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

138%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$269,928

Up $10,395 (+4.0%) from 2016

Net Assets

Up

$269,928

Up $10,395 (+4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$27,644

Up $16,011 (+138%) from 2016

Expenses

Down

$17,249

Down $10,695 (-38%) from 2016

Net Income

Up

$10,395

Up $26,706 (+164%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $268,833Liabilities 2011: $0Net Assets 2011: $268,8332011Assets 2012: $266,916Liabilities 2012: $0Net Assets 2012: $266,9162012Assets 2013: $286,823Liabilities 2013: $0Net Assets 2013: $286,8232013Assets 2014: $295,397Liabilities 2014: $0Net Assets 2014: $295,3972014Assets 2015: $275,844Liabilities 2015: $0Net Assets 2015: $275,8442015Assets 2016: $259,533Liabilities 2016: $0Net Assets 2016: $259,5332016Assets 2017: $269,928Liabilities 2017: $0Net Assets 2017: $269,9282017Assets 2018: $263,264Liabilities 2018: $0Net Assets 2018: $263,2642018Assets 2020: $261,142Liabilities 2020: $0Net Assets 2020: $261,1422020Assets 2021: $322,424Liabilities 2021: $0Net Assets 2021: $322,4242021Assets 2022: $292,523Liabilities 2022: $0Net Assets 2022: $292,5232022Assets 2023: $312,126Liabilities 2023: $0Net Assets 2023: $312,1262023Assets 2025: $359,886Liabilities 2025: $0Net Assets 2025: $359,8862025

Highlighted filing

2017

Assets$269,928
Liabilities$0
Net Assets$269,928

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $47,824Expenses 2011: $28,764Net Income 2011: $19,0602011Revenue 2012: $25,259Expenses 2012: $27,176Net Income 2012: -$1,9172012Revenue 2013: $38,460Expenses 2013: $18,553Net Income 2013: $19,9072013Revenue 2014: $37,229Expenses 2014: $28,655Net Income 2014: $8,5742014Revenue 2015: $31,991Expenses 2015: $16,793Net Income 2015: $15,1982015Revenue 2016: $11,633Expenses 2016: $27,944Net Income 2016: -$16,3112016Revenue 2017: $27,644Expenses 2017: $17,249Net Income 2017: $10,3952017Revenue 2018: $21,534Expenses 2018: $28,198Net Income 2018: -$6,6642018Revenue 2020: $16,149Expenses 2020: $14,834Net Income 2020: $1,3152020Revenue 2021: $69,834Expenses 2021: $8,552Net Income 2021: $61,2822021Revenue 2022: $13,415Expenses 2022: $43,316Net Income 2022: -$29,9012022Revenue 2023: $42,993Expenses 2023: $23,390Net Income 2023: $19,6032023Revenue 2025: $42,782Expenses 2025: $23,411Net Income 2025: $19,3712025

Highlighted filing

2017

Revenue$27,644
Expenses$17,249
Net Income$10,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 3, 2018
Return Version
2016v3.0
Gross Receipts
$32,858
Mission and Program Overview

Mission

To acquire & distribute resources to laurel highlands school district for programs aimed at enhancing learning opportunties for students and staff.

To acquire and distribute resources to the laurel highlands school district for programs aimed at enhancing learning opportunties for students and staff.

Program Services

DescriptionGrantsExpenses
TEACHER AND PROGRAM SUPPORT-FUNDS TO ASSIST TEACHERS WITH EDUCATIONAL ACTIVITIES AND PROGRAMS.$0$7,600
SCHOLARSHIPS$0$5,080
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VINCE SOOMPresident-$0--
JIM TOBALVice President-$0--
JUDY GALLISSecretary-$0--
JOANNE PHILLIANTreasurer-$0--
SHERI GREGGTrustee-$0--
PAM HUGHESTrustee-$0--
LAUREN YOHMANTrustee-$0--
JAMES MARITrustee-$0--
GARY CARTERTrustee-$0--
WILLIAM SIMPSONTrustee-$0--
BOBBI DOWNSRecording Secretary-$0--
JIM CONWAYTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Musical Dinner and Auction$5,185$5,185$1,588$3,597
Hall of Fame$4,177$4,177$3,496$681
Total Events$11,007$11,007$5,214$5,793
Filing and Contact Details

Filer

Filer Name
Laurel Highlands Academic Foundation
EIN
31-1477579
Phone
7244372821
Address
304 BAILEY AVENUE, UNIONTOWN, PA 15401

Signing Officer

Name
Joanne Phillian
Title
Treasurer
Phone
7244372821
Signed
2018-02-03
Discuss with paid preparer
Yes

Preparer

Firm
MCCLURE & WOLF LLP CPA'S
Address
538 MORGANTOWN STREET, UNIONTOWN, PA 15401-5412
Preparer
Jeffrey W Mccabe CPA
Phone
7244372000
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 114. Description: endowment fund investment earnings. Amount: 19,591. Total included on form 990-ez, line 4: 19,705.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: laurel highlands school district. Affiliate address: 304 bailey avenue uniontown, pa 15401. Purpose of payment: mini grants/school programs. Amount of payment: 7,600.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: laurel highlands school district. Affiliate address: 304 bailey avenue uniontown, pa 15401. Purpose of payment: scholarships. Amount of payment: 5,080. Total included on form 990-ez, line 10: 12,680.

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

Description: general & administrative. Amount: 15. Description: investment fees. Amount: 3,179. Total to form 990-ez, line 16: 3,194.

Raw XML Appendix237 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/PrimaryExemptPurposeTxt0TO ACQUIRE AND DISTRIBUTE RESOURCES TO THE LAUREL HIGHLANDS SCHOOL DISTRICT FOR PROGRAMS AIMED AT ENHANCING LEARNING OPPORTUNTIES FOR STUDENTS AND STAFF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TEACHER AND PROGRAM SUPPORT-FUNDS TO ASSIST TEACHERS WITH EDUCATIONAL ACTIVITIES AND PROGRAMS.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE BOARD OF DIRECTORS IS COMPRISED OF INDIVIDUALS REPRESENTING BROAD INTERESTS WITHIN THE COMMUNITY DEDICATED TO IMPROVING THE EDUCATIONAL OPPORTUNITIES WITHIN THE LAUREL HIGHLANDS SCHOOL DISTRICT. THE BOARD'S MEMBERS INCLUDE A SCHOOL BOARD DIRECTOR, SCHOOL SUPERINTENDENT, SEVERAL RETIRED EDUCATORS, INSURANCE AGENTS, CERTIFIED PUBLIC ACCOUNTANT, AND SEVERAL DIVERSE LOCAL BUSINESS OWNERS. THE DIRECTORS ARE ACTIVE IN THEIR CONTINUING EFFORTS TO SOLICIT ADDITIONAL FUNDS FROM THE GENERAL PUBLIC AND LOCAL BUSINESS COMMUNITY TO SUPPORT SCHOLARSHIPS AND OTHER EDUCATIONAL PROGRAMS WITHIN THE DISTRICT. THIS INCLUDES DIRECT MAILINGS AND OPPORTUNITIES FOR DONTATIONS TO BE MADE AT VARIOUS FUNDRASISNG EVENTS HELD DURING THE YEAR. ALL FUNDS RAISED ARE RETURNED BACK TO THE LAUREL HIGHLANDS SCHOOL DISTRICT BY WAY OF MINI GRANTS AWARDED TO TEACHERS AND ALSO BY HELPING TO FUND VARIOUS EDUCATIONAL (MATH, SCIENCE, READING, MUSIC,ETC.) PROGRAMS THROUGHOUT THE SCHOOLS IN THE DISTRICT. THE FOUNDATION HAS A SUBSTAINTIAL AMOUNT OF ITS NET ASSETS BEING HELD AT THE COMMUNITY FOUNDATION OF FAYETTE COUNTY, AN UNRELATED ENTITY. A TOTAL OF $213,762 OR APPROXIMATELY 79% OF ITS NET ASSETS REPRESENT SCHOLARSHIP ENDOWMENTS, OF WHICH 95% WERE PERMANENTLY RESTRICTED. THESE RESTRICTED ENDOWMENT FUNDS WERE THE SOURCE OF THE INVESTMENT EARNINGS (LOSS) DURING THE FISCAL YEAR ENDING 6/30/17.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 114. DESCRIPTION: ENDOWMENT FUND INVESTMENT EARNINGS. AMOUNT: 19,591. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 19,705.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: LAUREL HIGHLANDS SCHOOL DISTRICT. AFFILIATE ADDRESS: 304 BAILEY AVENUE UNIONTOWN, PA 15401. PURPOSE OF PAYMENT: MINI GRANTS/SCHOOL PROGRAMS. AMOUNT OF PAYMENT: 7,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: LAUREL HIGHLANDS SCHOOL DISTRICT. AFFILIATE ADDRESS: 304 BAILEY AVENUE UNIONTOWN, PA 15401. PURPOSE OF PAYMENT: SCHOLARSHIPS. AMOUNT OF PAYMENT: 5,080. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 12,680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: GENERAL & ADMINISTRATIVE. AMOUNT: 15. DESCRIPTION: INVESTMENT FEES. AMOUNT: 3,179. TOTAL TO FORM 990-EZ, LINE 16: 3,194.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/Filer/USAddress/ZIPCd015401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B0F6A7AE56FAFCA3CD189C056806E0E9BCC95B8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C02AF6439E1F40E5E00B63107C525D2BD3895078
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.97.179
ReturnHeader/FilingSecurityInformation/IPDt02018-02-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:18:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461571667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCLURE & WOLF LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0538 MORGANTOWN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0UNIONTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0154015412
ReturnHeader/PreparerPersonGrp/PhoneNum07244372000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY W MCCABE CPA
ReturnHeader/ReturnTs02018-02-15T07:20:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.43$0.23$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.43$0.23$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.13$0.43$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.70$0.09$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.16$0.15$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.22$0.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.28$0.17$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.12$0.28$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.32$0.17$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.37$0.29$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$0.38$0.19$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.25$0.27$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$0.48$0.29$0.19
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits