Civic Intelligence

Living Branches Foundation

990 • Fiscal year 2019 • EIN 91-2113430

Jul 01, 2018 to Jun 30, 2019 • Filed on May 28, 2020

275 Dock DriveLansdale, PA 19446

(215) 368-4438

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$366,955

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$33,907,951

Up $2,243,184 (+7.1%) from 2018

Net Assets

Up

$33,907,951

Up $2,243,184 (+7.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$3,309,535

Down $942,794 (-22%) from 2018

Expenses

Up

$1,327,660

Up $128,411 (+11%) from 2018

Net Income

Down

$1,981,875

Down $1,071,205 (-35%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0-$20MAssets 2011: $18,847,889Liabilities 2011: -$313Net Assets 2011: $18,848,2022011Assets 2012: $19,678,031Liabilities 2012: $88,521Net Assets 2012: $19,589,5102012Assets 2013: $23,086,986Liabilities 2013: $2,125Net Assets 2013: $23,084,8612013Assets 2014: $27,486,036Liabilities 2014: $0Net Assets 2014: $27,486,0362014Assets 2015: $29,640,101Liabilities 2015: $341,790Net Assets 2015: $29,298,3112015Assets 2016: $30,165,197Liabilities 2016: $337,050Net Assets 2016: $29,828,1472016Assets 2017: $29,919,756Liabilities 2017: $322,160Net Assets 2017: $29,597,5962017Assets 2018: $31,664,767Liabilities 2018: $0Net Assets 2018: $31,664,7672018Assets 2019: $33,907,951Liabilities 2019: $0Net Assets 2019: $33,907,9512019Assets 2020: $35,276,989Liabilities 2020: $0Net Assets 2020: $35,276,9892020Assets 2021: $46,021,013Liabilities 2021: $131,939Net Assets 2021: $45,889,0742021Assets 2022: $40,658,858Liabilities 2022: $0Net Assets 2022: $40,658,8582022Assets 2023: $44,612,150Liabilities 2023: $0Net Assets 2023: $44,612,1502023Assets 2024: $50,432,921Liabilities 2024: $0Net Assets 2024: $50,432,9212024

Highlighted filing

2019

Assets$33,907,951
Liabilities$0
Net Assets$33,907,951

Operations Trend

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

$10M$5.0M$0Expenses 2011: $428,1252011Expenses 2012: $764,4912012Expenses 2013: $533,1702013Revenue 2014: $2,853,150Expenses 2014: $709,796Net Income 2014: $2,143,3542014Revenue 2015: $3,089,929Expenses 2015: $813,569Net Income 2015: $2,276,3602015Revenue 2016: $2,946,126Expenses 2016: $976,961Net Income 2016: $1,969,1652016Revenue 2017: $6,110,543Expenses 2017: $1,140,102Net Income 2017: $4,970,4412017Revenue 2018: $4,252,329Expenses 2018: $1,199,249Net Income 2018: $3,053,0802018Revenue 2019: $3,309,535Expenses 2019: $1,327,660Net Income 2019: $1,981,8752019Revenue 2020: $3,314,170Expenses 2020: $1,394,814Net Income 2020: $1,919,3562020Revenue 2021: $8,201,103Expenses 2021: $1,555,725Net Income 2021: $6,645,3782021Revenue 2022: $4,056,283Expenses 2022: $1,649,930Net Income 2022: $2,406,3532022Revenue 2023: $3,757,969Expenses 2023: $3,339,379Net Income 2023: $418,5902023Revenue 2024: $4,137,205Expenses 2024: $1,826,418Net Income 2024: $2,310,7872024

Highlighted filing

2019

Revenue$3,309,535
Expenses$1,327,660
Net Income$1,981,875
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 28, 2020
Return Version
2018v3.1
Gross Receipts
$5,647,076
Mission and Program Overview

Mission

To solicit and receive charitable contributions and to hold, manage and administer assets and funds for the benefit of living branches and its affiliates and to provide support for the mission of those organizations.

To solicit contributions and administer funds for living branches and its affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,821,898$33,267,562▲ $2,445,664
Accounts Receivable$710,250$624,444▼ $85,806
Total Assets$31,664,767$33,907,951▲ $2,243,184
Other Assets Total$132,619$15,945▼ $116,674
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$23,562,341$25,373,236▲ $1,810,895
Temporarily Rstr Net Assets$7,188,394$7,620,683▲ $432,289
Permanently Rstr Net Assets$914,032$914,032→ $0
Total Net Assets Fund Balance$31,664,767$33,907,951▲ $2,243,184
Total Liabilities and Net Assets / Fund Balance$31,664,767$33,907,951▲ $2,243,184

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$469,205-▲ $26,819-$480,351
2017$461,586-▲ $27,590-$469,205
2016$424,120$200▲ $58,147-$461,586
2015$432,275-▲ $19,599$16,533$424,120
2014$465,283-▲ $13,244$35,947$432,275
Compensation and Service Providers

Board Members and Trustees

NameTitle
L Brent KolbPresident
Daryl J HackmanVice President
Bryan K HunsbergerDirector
John W DuerksenDirector
P Scott HecklerDirector
Edward BrubakerExecutive Director
Steven D MyersChief Financial & Tech Officer
Jane L RuthSecretary
Jeffrey K LandisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,837,271
Program Service Revenue
$0
Investment Income
$1,476,965
Other Revenue
$-4,701
All Other Contributions
$856,360
Change in Net Assets
$1,981,875

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,309,535
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$261,309
Total Revenue per Audited Statements
$3,570,844
Total Revenue per Form 990
$3,309,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,238,077
Other Expenses$89,583
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,212,677--$1,212,677
Fees for Service Investment Mgmnt Fees-$88,785-$88,785
Grants to Domestic Individuals$25,400--$25,400
Office Expenses$737$61-$798
Total Functional Expenses$1,238,814$88,846$0$1,327,660

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,327,660
Total Expenses per Audited Statements$1,327,660
Total Expenses per Form 990$1,327,660
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Souderton Mennonite Homes IncSouderton, PA501(c)(3)General Operations$661,596
Hatfield Mennonite HomesHatfield, PA501(c)(3)General Operations$536,052
Dock VillageSouderton, PA501(c)(3)Charitable Purposes$12,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,103
Fundraising Gross Income$7,402
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Friends of Dock Dinner$35,150$7,402$2,941$4,461
Total Events$35,150$7,402$12,103$-4,701
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Willard C BergeyBOARD MEMBER AND OFFICER OF BERGEY'S ELECTRICBERGEY'S ELECTRIC PERFORMS SERVICES.THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2019 INVOLVING LIVING BRANCHES FOUNDATION. HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. ALL TRANSACTIONS ARE AT ARM'S LENGTH.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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Living branches, the sole member of the organization, performs management functions for the organization.

Form 990, Part VI, Section A, Line 6

The sole member of the organization is living branches, a related tax-exempt entity.

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

Living branches, as the sole member, has the right to appoint and remove the board of directors.

Form 990, Part VI, Section A, Line 7B

Living branches, as the sole member, has the right to amend the organization's articles of incorporation and bylaws.

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

The 990 will be reviewed by the chief executive officer and chief financial officer upon completion by the tax preparers. The 990 is then presented to the executive committee of the board of directors. A copy of the return is provided to all board members prior to filing.

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

Living branches, the parent organization, has a written conflict of interest policy by which all officers, directors, and key employees of its affiliates must abide. The conflict of interest policy is reviewed and signed annually by all board members and officers. The board chairman reviews the signed statements and oversees the procedures for ensuring any potential conflicts are resolved according to the written policy. Any interested party to a conflict will remove him or herself from any discussions and/or decisions based on the conflict. The conflict policy specifically states that family and/or business relationships with other board members may constitute a potential or actual conflict.

Form 990, Part VI, Section C, Line 19

The organization makes its articles of incorporation, bylaws, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Living Branches Foundation
EIN
91-2113430
Phone
2153684438
Address
275 DOCK DRIVE, LANSDALE, PA 19446

Signing Officer

Name
Steven D Myers
Title
Chief Financial & Tech Officer
Phone
2153684438
Signed
2020-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward D Brubaker
Formed
2000
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Income from this fund is used to encourage academic achievement in young persons, intergenerational educational and programming opportunities, and similar programs that provide scholarships for young persons.

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IRS990/PYRevenuesLessExpensesAmt03053080
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01199249
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04252329
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01981875
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0953163
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BYLAWS FOR LIVING BRANCHES FOUNDATION STATE THE PURPOSE OF THE FOUNDATION IS TO SUPPORT LIVING BRANCHES AND ITS AFFILIATES. ALTHOUGH THE BYLAWS DO NOT STATE EACH ORGANIZATION SEPARATELY, LIVING BRANCHES AND ITS RELATED ORGANIZATIONS ARE ALL COMMONLY MANAGED AND SHARE A SINGULAR BOARD OF DIRECTORS, EFFECTIVELY INDICATING ITS STATUS AS A GROUP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232125481
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1231433891
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2231429826
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3232233514
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4232136450
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5232136449
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd310
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd410
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd510
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03029
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1661596
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2536052
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt512000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LIVING BRANCHES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SOUDERTON MENNONITE HOMES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HATFIELD MENNONITE HOME INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3DOCK ACRES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4DOCK MANOR INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5DOCK VILLAGE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01212677
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01336
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0469205
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0480351
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt014337
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt026819
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01372
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0461586
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0469205
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027590
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0424120
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0461586
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt019191
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt058147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01860
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0432275
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0424120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt016533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0465283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0432275
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08604
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt035947
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01327660
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0261309
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.68000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt0261309
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03309535
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME FROM THIS FUND IS USED TO ENCOURAGE ACADEMIC ACHIEVEMENT IN YOUNG PERSONS, INTERGENERATIONAL EDUCATIONAL AND PROGRAMMING OPPORTUNITIES, AND SIMILAR PROGRAMS THAT PROVIDE SCHOLARSHIPS FOR YOUNG PERSONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.32000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01327660
IRS990ScheduleD/TotalRevenuePerForm990Amt03309535
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03570844
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01327660
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027748
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027748
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012103
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02050
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRIENDS OF DOCK DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04462
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035150
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07402
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07402
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4701
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02941
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02941
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02650
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS, TUITION ASSISTANCE FOR EMPLOYEES' CHILDREN, MISSION TRAVEL, PROGRAM ATTENDANCE REIMBURSEMENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt026
IRS990ScheduleI/RecipientTable/CashGrantAmt0536052
IRS990ScheduleI/RecipientTable/CashGrantAmt1661596
IRS990ScheduleI/RecipientTable/CashGrantAmt212000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HATFIELD MENNONITE HOMES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUDERTON MENNONITE HOMES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DOCK VILLAGE
IRS990ScheduleI/RecipientTable/RecipientEIN0231429826
IRS990ScheduleI/RecipientTable/RecipientEIN1231433891
IRS990ScheduleI/RecipientTable/RecipientEIN2232136449
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ROUTE 309
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1207 WEST SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2242 WEST RELIANCE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HATFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SOUDERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SOUDERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$0.00$50.4$4.14$1.83$2.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.6$0.00$44.6$3.76$3.34$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$0.00$40.7$4.06$1.65$2.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$0.13$45.9$8.20$1.56$6.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$0.00$35.3$3.31$1.39$1.92
2019Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$3.31$1.33$1.98
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$0.00$31.7$4.25$1.20$3.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$0.32$29.6$6.11$1.14$4.97
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.34$29.8$2.95$0.98$1.97
2015Detailed filing. Detailed filing data is available for this year.$29.6$0.34$29.3$3.09$0.81$2.28
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$0.00$27.5$2.85$0.71$2.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.00$23.1$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.09$19.6$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$0.00$18.8$0.43