Civic Intelligence

The Arc of Cumberland & Perry Counties Foundation

EIN 81-1859257 • 501(c)3 • Carlisle, PA

Profile

This corporation is organized exclusively for the purpose of securing funding to benefit individuals with intellectual disabilities and their families through the services of cparc.

71 Ashland AvenueCarlisle, PA 17013

www.cparcfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-55%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.8%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-1.7%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$276,755

Up $56,562 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$276,755

Up $56,562 (+26%) from 2019

Revenue

Down

$80,459

Down $33,316 (-29%) from 2019

Expenses

Down

$52,925

Down $42,993 (-45%) from 2019

Net Income

Up

$27,534

Up $9,677 (+54%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2017: $32,329Liabilities 2017: $0Net Assets 2017: $32,3292017Assets 2018: $193,975Liabilities 2018: $0Net Assets 2018: $193,9752018Assets 2019: $220,193Liabilities 2019: $0Net Assets 2019: $220,1932019Assets 2022: $276,755Liabilities 2022: $0Net Assets 2022: $276,7552022

Highlighted filing

2022

Assets$276,755
Liabilities$0
Net Assets$276,755

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2017: $80,376Expenses 2017: $48,047Net Income 2017: $32,3292017Revenue 2018: $264,612Expenses 2018: $102,966Net Income 2018: $161,6462018Revenue 2019: $113,775Expenses 2019: $95,918Net Income 2019: $17,8572019Revenue 2022: $80,459Expenses 2022: $52,925Net Income 2022: $27,5342022

Highlighted filing

2022

Revenue$80,459
Expenses$52,925
Net Income$27,534

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
Gross Receipts
$143,596
Mission and Program Overview

Mission

This corporation is organized exclusively for the purpose of securing funding to benefit individuals with intellectual disabilities and their families through the services of cparc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$193,975$220,193▲ $26,218
Investments in Publicly Traded Securities-$159,802-
Cash and Non-Interest-Bearing Accounts$193,975$60,391▼ $133,584
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$193,975$220,193▲ $26,218
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$193,975$220,193▲ $26,218
Total Liabilities and Net Assets / Fund Balance$193,975$220,193▲ $26,218
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janice BlackImd. Past President
Kathrynne ShaferPresident
Staci SullivanVice President
Adam P BritcherDirector
Jory GlaserDirector
Miguel GonzalesDirector
Beth FineSecretary
Susan ShafferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$122,608
Program Service Revenue
$0
Investment Income
$2,683
Other Revenue
$-11,516
All Other Contributions
$57,708
Change in Net Assets
$17,857
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,387
Other Expenses$13,531
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,387--$82,387
Office Expenses-$4,867-$4,867
Fees for Services Accounting-$3,000-$3,000
Fees for Services Legal-$2,520-$2,520
Other Expenses-$1,721-$1,721
Insurance-$820-$820
Fees for Service Investment Mgmnt Fees-$313-$313
Travel-$190-$190
Fees for Services Other-$100-$100
Total Functional Expenses$82,387$13,531$0$95,918
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Arc of Cumberland and Perry CountiesCarlisle, PA501(c)(3)Program Assistance$82,387
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,821
Fundraising Gross Income$18,305
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$52,385$11,525$19,806$-8,281
Highmark Walk$15,741$3,463$2,904$559
Total Events$83,205$18,305$29,821$-11,516
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
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by kathrynne shafer, president of the organization and a copy of the reviewed draft is then provided to the members of the board prior to filing.

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

The board must complete an annual conflict of interest questionaire and any issues raised by answers to the questionaire are appropriately addressed.

Form 990, Part VI, Section C, Line 19

The financial statements and other written policies are all available upon request. A copy of the financial statements is also filed with the state of pennsylvania as part of its annual filing with the bureau of charitable organizations.

Filing and Contact Details

Filer

Filer Name
The Arc of Cumberland & Perry Counties
EIN
81-1859257
Phone
7172492611
Address
71 ASHLAND AVENUE, CARLISLE, PA 17013

Signing Officer

Name
Kathrynne Shafer
Title
President
Phone
7172492611
Signed
2020-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathrynne Shafer
Formed
2016
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Boyer & Ritter LLC
Address
211 HOUSE AVENUE, CAMP HILL, PA 17011
Preparer
David J Manbeck CPA
Phone
7177617210
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The internal revenue service has determined that the foundation is exempt from federal income tax under code section 501 (c)(3) of the u. S. Internal revenue code and is therefore exempt from federal income tax on all activities related to the foundation's exempt purpose. Accordingly, no provision for federal income tax has been made in the financial statements. The foundation follows the provisions of fasb's asc topic 740, income taxes, which require an assessment of the foundation's exposure to income taxes at the entity level as a result of potentially uncertain, tax positions taken in current and previously filed tax returns. Examples of tax positions taken at the entity level include continuing qualification as a tax-exempt organization and conduction of taxable, unrelated-business-income activities. Any tax benefits associated with potentially uncertain, tax positions that are in excess of a realization threshold must be recorded as a liability in the financial statements for unrecognized, tax benefits, including any associated interest and penalties. Presently, management believes that it is more likely than not that the foundation's tax positions will be sustained upon examination, including any appeals and litigation, and therefore, management believes that the foundation has no exposure to income taxes arising from potentially uncertain, tax positions.

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501 (C)(3) OF THE U. S. INTERNAL REVENUE CODE AND IS THEREFORE EXEMPT FROM FEDERAL INCOME TAX ON ALL ACTIVITIES RELATED TO THE FOUNDATION'S EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB'S ASC TOPIC 740, INCOME TAXES, WHICH REQUIRE AN ASSESSMENT OF THE FOUNDATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF POTENTIALLY UNCERTAIN, TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE CONTINUING QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND CONDUCTION OF TAXABLE, UNRELATED-BUSINESS-INCOME ACTIVITIES. ANY TAX BENEFITS ASSOCIATED WITH POTENTIALLY UNCERTAIN, TAX POSITIONS THAT ARE IN EXCESS OF A REALIZATION THRESHOLD MUST BE RECORDED AS A LIABILITY IN THE FINANCIAL STATEMENTS FOR UNRECOGNIZED, TAX BENEFITS, INCLUDING ANY ASSOCIATED INTEREST AND PENALTIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE FOUNDATION'S TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, AND THEREFORE, MANAGEMENT BELIEVES THAT THE FOUNDATION HAS NO EXPOSURE TO INCOME TAXES ARISING FROM POTENTIALLY UNCERTAIN, TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt064900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt040860
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt012278
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt011762
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029821
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HIGHMARK WALK
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015079
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt083205
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt03317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018305
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11516
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt07111
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029821
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019806
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02904
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt082387
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ARC OF CUMBERLAND AND PERRY COUNTIES
IRS990ScheduleI/RecipientTable/RecipientEIN0231489837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt071 ASHLAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARLISLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017013
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF GRANT FUNDS ARE MONITORED BY MANAGEMENT ON A DAILY BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY KATHRYNNE SHAFER, PRESIDENT OF THE ORGANIZATION AND A COPY OF THE REVIEWED DRAFT IS THEN PROVIDED TO THE MEMBERS OF THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MUST COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONAIRE AND ANY ISSUES RAISED BY ANSWERS TO THE QUESTIONAIRE ARE APPROPRIATELY ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS AND OTHER WRITTEN POLICIES ARE ALL AVAILABLE UPON REQUEST. A COPY OF THE FINANCIAL STATEMENTS IS ALSO FILED WITH THE STATE OF PENNSYLVANIA AS PART OF ITS ANNUAL FILING WITH THE BUREAU OF CHARITABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0193975
IRS990/TotalAssetsEOYAmt0220193
IRS990/TotalAssetsGrp/BOYAmt0193975
IRS990/TotalAssetsGrp/EOYAmt0220193
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0122608
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013531
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082387
IRS990/TotalFunctionalExpensesGrp/TotalAmt095918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0193975
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0220193
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt082387
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-8833
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113775
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0193975
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0220193
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0190
IRS990/TravelGrp/TotalAmt0190
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt071 ASHLAND AVENUE
IRS990/USAddress/CityNm0CARLISLE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017013
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CPARCFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYNNE SHAFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07172492611
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ARC OF CUMBERLAND & PERRY COUNTIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARCO
ReturnHeader/Filer/EIN0811859257
ReturnHeader/Filer/PhoneNum07172492611
ReturnHeader/Filer/USAddress/AddressLine1Txt071 ASHLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0CARLISLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017013
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00528108EFD9BC3B11AAEFDB6FB35E7F57EA96CE8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.201.234.14
ReturnHeader/FilingSecurityInformation/IPDt02020-07-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm005:46:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231311005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYER & RITTER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 HOUSE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL

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