Civic Intelligence

Living Branches Foundation

990 • Fiscal year 2024 • EIN 91-2113430

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 15, 2025

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.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.00x

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

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$458,996

Higher top officer pay than 65% of similar nonprofits.

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

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

10%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$50,432,921

Up $5,820,771 (+13%) from 2023

Net Assets

Up

$50,432,921

Up $5,820,771 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$4,137,205

Up $379,236 (+10%) from 2023

Expenses

Down

$1,826,418

Down $1,512,961 (-45%) from 2023

Net Income

Up

$2,310,787

Up $1,892,197 (+452%) from 2023

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

2024

Assets$50,432,921
Liabilities$0
Net Assets$50,432,921

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

2024

Revenue$4,137,205
Expenses$1,826,418
Net Income$2,310,787
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,426,260
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$42,813,762$48,727,331▲ $5,913,569
Accounts Receivable$1,295,023$1,081,500▼ $213,523
Savings and Temporary Cash Investments$137,601$269,142▲ $131,541
Total Assets$44,612,150$50,432,921▲ $5,820,771
Other Assets Total$365,764$354,948▼ $10,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,455,838$35,987,397▲ $3,531,559
Net Assets With Donor Restrictions$12,156,312$14,445,524▲ $2,289,212
Total Net Assets Fund Balance$44,612,150$50,432,921▲ $5,820,771
Total Liabilities and Net Assets / Fund Balance$44,612,150$50,432,921▲ $5,820,771

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$128,366-▲ $16,384$0$143,647
2022$113,127-▲ $13,874$-1,667$128,366
2021$598,554-▲ $4,158$488,702$113,127
2020$477,198-▲ $134,676-$598,554
2019$480,351-▲ $10,811-$477,198
Compensation and Service Providers

Board Members and Trustees

NameTitle
P Scott HecklerPresident
John W DuerksenVice President
Bryan K HunsbergerDirector
M Andrew DerstineDirector
Sidney J RuthDirector
Henry L RosenbergerDirector Emeritus
Edward BrubakerChief Executive Officer
Steven D MyersChief Financial & Tech Off
Jane L RuthSecretary
Wendell J WeaverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,598,002
Program Service Revenue
$0
Investment Income
$1,539,203
Other Revenue
$0
All Other Contributions
$1,686,905
Change in Net Assets
$2,310,787

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,137,205
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,696,830
Total Revenue per Audited Statements
$5,834,035
Total Revenue per Form 990
$4,137,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,706,563
Other Expenses$119,855
Total Fundraising Expense$13,264
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,706,563--$1,706,563
Fees for Service Investment Mgmnt Fees-$106,591-$106,591
Other Expenses--$13,264$13,264
Total Functional Expenses$1,706,563$106,591$13,264$1,826,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,826,418
Expenses Not Reported on Financial Statements$1,823,045
Other Expense Adjustments$1,823,045
Total Expenses per Audited Statements$13,264
Expenses Not Reported on Form 990$9,891
Expenses per Audited Statements$3,373
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Souderton Mennonite Homes IncSouderton, PA501(c)(3)General Operations$1,107,398
Hatfield Mennonite HomesHatfield, PA501(c)(3)General Operations$597,515
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 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
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
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward D Brubaker
Formed
2000
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer to affiliate -9,891.

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.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Grants to affiliates -1,716,454. Investment management fees -106,591.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Transfer to affiliate 9,891.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Grants to affiliates 1,716,454. Investment management fees 106,591.

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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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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EDWARD D BRUBAKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02821226
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03239773
IRS990/PYInvestmentIncomeAmt0936343
IRS990/PYOtherExpensesAmt099606
IRS990/PYOtherRevenueAmt0400
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0418590
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03339379
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03757969
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02310787
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0911097
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0269142
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/SupportAmt09891
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11107398
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2597515
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt50
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/SupportSumAmt01714804
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/AdministrativeExpensesAmt0328
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0128366
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0143647
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0775
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt016384
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0113127
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0128366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-1667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0883
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0598554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0113127
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0488702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0477198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0598554
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0134676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01037
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0480351
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0477198
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012927
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010811
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt09891
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01823045
IRS990ScheduleD/ExpensesSubtotalAmt03373
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03519875
IRS990ScheduleD/OtherExpensesIncludedAmt09891
IRS990ScheduleD/OtherExpensesNotIncludedAmt01823045
IRS990ScheduleD/OtherRevenueAmt0-1823045
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.54000
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt01696830
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04137205
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/ExplanationTxt1GRANTS TO AFFILIATES -1,716,454. INVESTMENT MANAGEMENT FEES -106,591.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFER TO AFFILIATE 9,891.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3GRANTS TO AFFILIATES 1,716,454. INVESTMENT MANAGEMENT FEES 106,591.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.46000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01826418
IRS990ScheduleD/TotalRevenuePerForm990Amt04137205
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05834035
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013264
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0597515
IRS990ScheduleI/RecipientTable/CashGrantAmt11107398
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HATFIELD MENNONITE HOMES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUDERTON MENNONITE HOMES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0231429826
IRS990ScheduleI/RecipientTable/RecipientEIN1231433891
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ROUTE 309
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1207 WEST SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HATFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SOUDERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019440
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd118964
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES ASSISTANCE TO ITS RELATED ENTITIES ON AN AS-NEEDED BASIS. ALL ACCOUNTING FUNCTIONS ARE CENTRALLY-BASED SO THERE IS NO MONITORING OF FUNDS ON A SEPARATE ENTITY BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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