Civic Intelligence

Cencora Impact Foundation

990 • Fiscal year 2016 • EIN 47-1846222

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 17, 2017

1300 Morris drivechesterbrook, PA 19087

(610) 576-3832

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

3rd percentile

-111%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$15,504,754

Up $249,668 (+1.6%) from 2015

Net Assets

Up

$15,463,349

Up $229,638 (+1.5%) from 2015

Liabilities

Up

$41,405

Up $20,030 (+94%) from 2015

Revenue

Down

$537,944

Down $5,672,394 (-91%) from 2015

Expenses

Up

$1,136,334

Up $480,759 (+73%) from 2015

Net Income

Down

-$598,390

Down $6,153,153 (-111%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2014: $9,900,000Liabilities 2014: $0Net Assets 2014: $9,900,0002014Assets 2015: $15,255,086Liabilities 2015: $21,375Net Assets 2015: $15,233,7112015Assets 2016: $15,504,754Liabilities 2016: $41,405Net Assets 2016: $15,463,3492016Assets 2017: $15,943,987Liabilities 2017: $87,701Net Assets 2017: $15,856,2862017Assets 2018: $36,247,056Liabilities 2018: $1,189,271Net Assets 2018: $35,057,7852018Assets 2019: $34,731,784Liabilities 2019: $11,288Net Assets 2019: $34,720,4962019Assets 2020: $29,070,475Liabilities 2020: $531,401Net Assets 2020: $28,539,0742020Assets 2021: $25,773,807Liabilities 2021: $598,185Net Assets 2021: $25,175,6222021Assets 2022: $19,786,138Liabilities 2022: $961,593Net Assets 2022: $18,824,5452022Assets 2023: $19,845,761Liabilities 2023: $597,201Net Assets 2023: $19,248,5602023Assets 2024: $19,028,818Liabilities 2024: $544,890Net Assets 2024: $18,483,9282024Assets 2025: $15,248,503Liabilities 2025: $244,372Net Assets 2025: $15,004,1312025

Highlighted filing

2016

Assets$15,504,754
Liabilities$41,405
Net Assets$15,463,349

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2014: $9,900,000Expenses 2014: $0Net Income 2014: $9,900,0002014Revenue 2015: $6,210,338Expenses 2015: $655,575Net Income 2015: $5,554,7632015Revenue 2016: $537,944Expenses 2016: $1,136,334Net Income 2016: -$598,3902016Revenue 2017: $780,248Expenses 2017: $1,531,399Net Income 2017: -$751,1512017Revenue 2018: $22,962,475Expenses 2018: $5,026,023Net Income 2018: $17,936,4522018Revenue 2019: $7,025,193Expenses 2019: $7,172,582Net Income 2019: -$147,3892019Revenue 2020: $2,547,282Expenses 2020: $10,287,705Net Income 2020: -$7,740,4232020Revenue 2021: $2,240,607Expenses 2021: $7,813,657Net Income 2021: -$5,573,0502021Revenue 2022: $5,384,753Expenses 2022: $6,357,645Net Income 2022: -$972,8922022Revenue 2023: $6,255,598Expenses 2023: $7,037,590Net Income 2023: -$781,9922023Revenue 2024: $3,887,928Expenses 2024: $6,528,143Net Income 2024: -$2,640,2152024Revenue 2025: $5,406,480Expenses 2025: $8,239,286Net Income 2025: -$2,832,8062025

Highlighted filing

2016

Revenue$537,944
Expenses$1,136,334
Net Income-$598,390
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$537,944
Mission and Program Overview

Mission

The specific and primary purpose of this corporation is to engage in charitable, educational, and scientific purposes within the meaning of section 501(c)(3) of the internal revenue code of 1986, as amended, and the treasury regulations promulgated thereunder, per the corresponding provision of any future united states internal revenue law (the "code"), for the benefit of, or to conduct or carry out the purposes of the cencora team assistance fund, a nonprofit, charitable and educational organization that is exempt from federal income tax under section 501(c)(3) of the code and which is not a private foundation under section 509(a) (the supported tax-exempt organization).

To support the AmerisourceBergen Associate Assistance Fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,789,275$14,314,415▲ $4,525,140
Pledges and Grants Receivable$4,900,000$0▼ $4,900,000
Cash and Non-Interest-Bearing Accounts$565,811$1,190,339▲ $624,528
Total Assets$15,255,086$15,504,754▲ $249,668
Liabilities
Grants Payable$21,375$41,405▲ $20,030
Total Liabilities$21,375$41,405▲ $20,030
Net Assets / Fund Balance
Unrestricted Net Assets$10,333,711$15,463,349▲ $5,129,638
Temporarily Rstr Net Assets$4,900,000$0▼ $4,900,000
Total Net Assets Fund Balance$15,233,711$15,463,349▲ $229,638
Total Liabilities and Net Assets / Fund Balance$15,255,086$15,504,754▲ $249,668
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gina ClarkPresident & Director
June BarryPresident (thru 6/20/16)
Dale DanilewitzDirector
James FraryDirector
John ChouDirector
Kathy GaddesDirector
Peyton HowellDirector
Robert MauchDirector
Rita NortonDirector (thru 6/20/16)
Helen HammerschmidtExecutive Director
Carolyn TraczykiewiczAssistant Secretary
Susan ColdrenAssistant Secretary
James T RizolAssistant Treasurer
Kourosh PirouzSecretary
JF QuinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$231,070
Program Service Revenue
$0
Investment Income
$306,874
Other Revenue
$0
All Other Contributions
$231,070
Change in Net Assets
$-598,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,128,562
Other Expenses$7,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,128,562--$1,128,562
Other Expenses-$7,772-$7,772
Total Functional Expenses$1,128,562$7,772$0$1,136,334
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Partners in HealthGwynedd, PA501c3General Support$245,000
American Cancer SocietyAtlanta, GA, CA501c3General Support$147,980
United WayNew York, NY501c3General Support$95,000
Project CurePhiladelphia, PA501c3General Support$49,000
Treasure Valley Family YMCAPhiladelphia, PA501c3General Support$49,000
Scholarship America IncPalmetto, FL501c3General Support$44,100
American Red Cross Eastern PABoone, IA501c3General Support$38,900
American Heart AssociationDallas, TX, Rw501c3General Support$29,400
Animal Care SantuaryEast Smithfield, PA501c3General Support$24,500
Commonlit IncWest Chester, PA501c3General Support$24,500
Nationalities Service CenterDanbury, CT501c3General Support$24,500
Philadelphia FreedomsCentennial, CO501c3General Support$24,500
University of RwandaChesterbrook, PA501c3General Support$24,500
Family Reach FoundationBoise, ID501c3General Support$23,750
Southeastern Guide DogsBoise, ID501c3General Support$19,600
Canadian Org of Rare DisordersPhiladelphia, PA501c3General Support$14,700
Leukemia & Lymphona SocietyBala Cynwyd, PA501c3General Support$14,700
Project HOMEMinneapolis, MN501c3General Support$14,700
Covenant House PennsylvaniaBoston, MA501c3General Support$14,400
the Logos SchoolBoise, ID501c3General Support$14,250
JDRF of Eastern PAPhiladelphia, PA501c3General Support$11,760
National Multiple Sclerosis SocietyPhiladelphia, PA501c3General Support$10,780
NordDenver, CO501c3General Support$9,913
City Year PhiladelphiaWashington, DC501c3General Support$9,800
Community Volunteers in MedicinePhiladelphia, PA501c3General Support$9,800
Congreso de Latinos Unidos IncPhiladelphia, PA501c3General Support$9,800
Idaho Youth RanchKing of Prussia, PA501c3General Support$9,800
Nurse-Family PartnershipBoston, MA501c3General Support$9,800
St Lukes Health FoundationPhiladelphia, PA501c3General Support$9,800
US Fund for Unicef-501c3General Support$9,800
World Courier Germany (ICARUS)-501c3General Support$9,800
Susan G Komen - PhiladelphiaSt Louis, MO501c3General Support$9,500
Living Beyond Breast CancerPhiladelphia, PA501c3General Support$5,700
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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 A, line 2

The directors and officers of AmerisourceBergen Foundation are also officers and employees of AmerisourceBergen Corporation. In addition, a majority of the directors and officers of AmeriSourceBergen Foundation are also directors and officers of the AmeriSourceBergen Associate Assistance Fund (the supported tax-exempt organization).

Form 990, Part VI, Section A, line 6

The organization has one member, AmerisourceBergen Associate Assistance Fund, a 501(c)(3) organization classified as a public charity under section 509(a)(1) of the code.

Form 990, Part VI, Section A, line 7A

The directors of this organization shall be appointed by the member.

Form 990, Part VI, Section B, line 11

The Form 990 is initially prepared by Moss Adams. It is then reviewed for accuracy by the assistant controller for AmerisourceBergen Corporation. Corrections, if any, are made and a final draft is provided electronically to each member of the governing body. Questions/comments from the board are addressed at the January meeting and any changes necessary are made prior to filing the form with the internal revenue service.

Form 990, Part VI, Section B, line 12C

The Conflict of Interest Policy ("Policy") of AmerisourceBergen Foundation (the Organization") is applicable to all current officers and directors ("Covered Persons"). The Policy applies to transactions or other arrangements in which the personal or financial interests of a Covered Person may appear to be advanced by an action of the Organization, or otherwise whenever a Covered Person's personal or financial interests could be reasonably viewed as affecting his or her objectivity or independence in fulfilling his or her duties to the Organization. When a Covered Person becomes aware of a possible Covered Transaction, he or she shall have a duty to take the following actions: (a) immediately disclose the existence and all material facts of the possible Covered Transaction to the Chair of the Board of Directors (in the case of directors or the president) or the President (in the case of officers); (b) refrain from using his or her personal influence to encourage entering into the Covered Transaction; and (c) physically excuse himself or herself from participation in any discussion regarding the Covered Transaction with officers, direstors, and employees of the Organization, except to respond to requests for information. In order to assist the Organization in identifying potential Covered Transactions, each Covered Person who currently serves as an officer, director or key employee annually shall complete and sign a Conflict of Interest Declaration provided by the Organization and shall update such Declaration as neccessary to reflect changes during the course of the year.

Form 990, Part VI, Section C, line 19

THE FINANCIAL STATEMENTS, governing documents AND CONFLICT OF INTEREST POLICY ARE AVAiLABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
AmerisourceBergen Foundation
EIN
47-1846222
Phone
6105763832
Address
1300 Morris drive, chesterbrook, PA 19087

Signing Officer

Name
JF Quinn
Title
treasurer
Phone
6105763832
Signed
2017-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Clark
Formed
2014
Legal Domicile
De
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
13

Preparer

Firm
Moss Adams LLP
Address
101 Second Street Suite 900, San Francisco, CA 94105
Preparer
Patricia J Mayer
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The AmerisourceBergen Associate Assistance Fund and the AmerisourceBergen Foundation are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue and the laws of the states in which they operate. The Fund had no unrecognized tax benefits which would require an adjustment to the beginning balances of net assets and had no unrecognized tax benefits at September 30, 2016 and 2015. The Fund files an exempt organization return in the U.S. federal jurisdiction and the necessary forms with the appropriate authorities in the states in which it operates. The Fund is not aware of any transactions that would affect its taxexempt status.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director (thru 6/20/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt9President & Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt01128562
IRS990/GrantsPayableGrp/BOYAmt021375
IRS990/GrantsPayableGrp/EOYAmt041405
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01128562
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01128562
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0537944
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0306874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0306874
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09789275
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014314415
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The specific and primary purpose of this corporation is to engage in charitable, educational, and scientific purposes within the meaning of Section 501(c)(3) of the internal revenue code of 1986, as amended, and the treasury regulations promulgated thereunder, per the corresponding provision of any future United States internal revenue law (the "Code"), for the benefit of, or to conduct or carry out the purposes of the AmerisourceBergen Associate Assistance Fund, a nonprofit, charitable and educational organization that is exempt from federal income tax under Section 501(c)(3) of the code and which is not a private foundation under section 509(a) (the supported tax-exempt organization).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015233711
IRS990/NetAssetsOrFundBalancesEOYAmt015463349
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0828028
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0General and Administrat
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IRS990/OtherExpensesGrp/TotalAmt07772
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04900000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gina Clark
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06200000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0634325
IRS990/PYInvestmentIncomeAmt010338
IRS990/PYOtherExpensesAmt021250
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05554763
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0655575
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06210338
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-598390
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0900918856
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0amerisourcebergen associate assistance fund
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The AmerisourceBergen Associate Assistance Fund and the AmerisourceBergen Foundation are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue and the laws of the states in which they operate. The Fund had no unrecognized tax benefits which would require an adjustment to the beginning balances of net assets and had no unrecognized tax benefits at September 30, 2016 and 2015. The Fund files an exempt organization return in the U.S. federal jurisdiction and the necessary forms with the appropriate authorities in the states in which it operates. The Fund is not aware of any transactions that would affect its taxexempt status.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0147980
IRS990ScheduleI/RecipientTable/CashGrantAmt129400
IRS990ScheduleI/RecipientTable/CashGrantAmt238900
IRS990ScheduleI/RecipientTable/CashGrantAmt324500
IRS990ScheduleI/RecipientTable/CashGrantAmt414700
IRS990ScheduleI/RecipientTable/CashGrantAmt59800
IRS990ScheduleI/RecipientTable/CashGrantAmt624500
IRS990ScheduleI/RecipientTable/CashGrantAmt79800
IRS990ScheduleI/RecipientTable/CashGrantAmt89800
IRS990ScheduleI/RecipientTable/CashGrantAmt914400
IRS990ScheduleI/RecipientTable/CashGrantAmt1023750
IRS990ScheduleI/RecipientTable/CashGrantAmt119800
IRS990ScheduleI/RecipientTable/CashGrantAmt1211760
IRS990ScheduleI/RecipientTable/CashGrantAmt1314700
IRS990ScheduleI/RecipientTable/CashGrantAmt145700
IRS990ScheduleI/RecipientTable/CashGrantAmt1510780
IRS990ScheduleI/RecipientTable/CashGrantAmt1624500
IRS990ScheduleI/RecipientTable/CashGrantAmt179913
IRS990ScheduleI/RecipientTable/CashGrantAmt189800
IRS990ScheduleI/RecipientTable/CashGrantAmt19245000
IRS990ScheduleI/RecipientTable/CashGrantAmt2024500
IRS990ScheduleI/RecipientTable/CashGrantAmt2149000
IRS990ScheduleI/RecipientTable/CashGrantAmt2214700
IRS990ScheduleI/RecipientTable/CashGrantAmt2344100
IRS990ScheduleI/RecipientTable/CashGrantAmt2419600
IRS990ScheduleI/RecipientTable/CashGrantAmt259800
IRS990ScheduleI/RecipientTable/CashGrantAmt269500
IRS990ScheduleI/RecipientTable/CashGrantAmt2714250
IRS990ScheduleI/RecipientTable/CashGrantAmt2849000
IRS990ScheduleI/RecipientTable/CashGrantAmt2995000
IRS990ScheduleI/RecipientTable/CashGrantAmt3024500
IRS990ScheduleI/RecipientTable/CashGrantAmt319800
IRS990ScheduleI/RecipientTable/CashGrantAmt329800
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt0151 Bloor Street West Suite 600
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt1PO BOX 5229
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm0Toronto
IRS990ScheduleI/RecipientTable/ForeignAddress/CityNm1Kigali
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd0CA
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd1RW
IRS990ScheduleI/RecipientTable/ForeignAddress/ForeignPostalCd0M5S 1S4
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc31501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Support

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.24$15.0$5.41$8.24$2.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.54$18.5$3.89$6.53$2.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.60$19.2$6.26$7.04$0.78
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.96$18.8$5.38$6.36$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.60$25.2$2.24$7.81$5.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.53$28.5$2.55$10.3$7.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.01$34.7$7.03$7.17$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$1.19$35.1$23.0$5.03$17.9
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.09$15.9$0.78$1.53$0.75
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.04$15.5$0.54$1.14$0.60
2015Detailed filing. Detailed filing data is available for this year.$15.3$0.02$15.2$6.21$0.66$5.55
2014Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$9.90$0.00$9.90