Civic Intelligence

Lancaster Housing Fund I

EIN 99-4688475 • 501(c)3 • Lancaster, PA

Profile

Develop a scalable platform to add or maintain high quality workforce/affordable housing for residents of lancaster county and the surrounding area.

1861 William Penn WayLancaster, PA 17601

n/A

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

9.19x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets92nd percentile

Assets

$4,941,033

No earlier filing loaded for comparison.

Liabilities

$4,592,907

No earlier filing loaded for comparison.

Net Assets

$348,126

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin94th percentile

Revenue

$500,000

No earlier filing loaded for comparison.

Expenses

$151,874

No earlier filing loaded for comparison.

Net Income

$348,126

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2025: $4,941,033Liabilities 2025: $4,592,907Net Assets 2025: $348,1262025

Highlighted filing

2025

Assets$4,941,033
Liabilities$4,592,907
Net Assets$348,126
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2025: $500,000Expenses 2025: $151,874Net Income 2025: $348,1262025

Highlighted filing

2025

Revenue$500,000
Expenses$151,874
Net Income$348,126
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,941,033
Liabilities
$4,592,907
Net assets
$348,126
Revenue
$500,000
Expenses
$151,874
Net income
$348,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.94$4.59$0.35$0.50$0.15$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 29, 2024 to Jun 30, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$500,000
Mission and Program Overview

Mission

Develop a scalable platform to add or maintain high quality workforce/affordable housing for residents of lancaster county and the surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$4,528,200▲ $4,528,200
Pledges and Grants Receivable$0$400,000▲ $400,000
Prepaid Expenses and Deferred Charges$0$7,275▲ $7,275
Accounts Receivable$0$5,558▲ $5,558
Total Assets$0$4,941,033▲ $4,941,033
Liabilities
Deferred Revenue$0$4,500,000▲ $4,500,000
Accounts Payable and Accrued Expenses$0$92,907▲ $92,907
Total Liabilities$0$4,592,907▲ $4,592,907
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$400,000▲ $400,000
Net Assets Without Donor Restrictions$0$-51,874▼ $51,874
Total Net Assets Fund Balance$0$348,126▲ $348,126
Total Liabilities and Net Assets / Fund Balance$0$4,941,033▲ $4,941,033
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Thomas BaldridgeChair
Diana MartinExecutive Director
Andy DulaTrustee
Corey MeyerTrustee
J Brad MowbrayTrustee
Shelby NaumanTrustee
Susan WaterfieldTrustee
Joyce ThorntonSecretary
Rachel H ScarpatoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$500,000
Change in Net Assets
$348,126

Audited Revenue Reconciliation

Revenue per Audited Statements
$500,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$44,781
Total Revenue per Audited Statements
$544,781
Total Revenue per Form 990
$500,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,874
Total Fundraising Expense$12,700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$99,839-$99,839
Fees for Services Other$13,050$12,000$12,000$37,050
Information Technology-$12,855-$12,855
Office Expenses-$253$700$953
Travel-$663-$663
Other Expenses-$398-$398
Insurance-$116-$116
Total Functional Expenses$13,050$126,124$12,700$151,874

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$196,655
Expenses per Audited Statements$151,874
Total Expenses per Form 990$151,874
Expenses Not Reported on Form 990$44,781
Expenses Not Reported on Financial Statements$0
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
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 2

“Tom baldrige is a trustee of high foundation which owns a 100% interest in high associates, ltd. Which employs brad mowbray. Rachel scarpato is an employee of high family office which has service agreements with high foundation and high companies (which includes high associates, ltd. As an affiliate).”

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

“Draft form 990 is provided via email to all board members with a request to provide feedback by a certain date before filing.”

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

“The conflict of interest policy is regularly referenced in board meetings and the executive director and treasurer actively look for potential conflicts and raise with the chair of the board.”

Form 990, Part VI, Section B, Line 15

“Compensation is compared with other non-profits in this space and the process for evaluating and determining is documented as part of the board meeting minutes process. Compensation is documented in a memo kept as part of the accounting records. There are currently no employees.”

Form 990, Part VI, Section C, Line 19

“Lancaster housing fund i does make its governing documents or conflict of interest policy available for public inspection. The financial statements can also be viewed at the business office of lancaster housing fund upon request.”

Filing and Contact Details

Filer

Filer Name
Lancaster Housing Fund I
EIN
99-4688475
Phone
7172934400
Address
1861 WILLIAM PENN WAY, LANCASTER, PA 17601

Signing Officer

Name
Rachel Scarpato
Title
Treasurer
Phone
7172934400
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Martin
Formed
2024
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
11

Preparer

Firm
Rkl Llp
Address
3501 CONCORD ROAD STE 250, YORK, PA 17402
Preparer
Douglas L Berman CPA
Phone
7178433804
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 1C:

“The organization did not have any instances where backup withholding was required; however, if the situation would arise, the organization is aware of the reporting requirements and would handle that accordingly.”

Form 990, Part IX, Line 11G

“Other fees: program service expenses 13,050. Management and general expenses 12,000. Fundraising expenses 12,000. Total expenses 37,050.”

FORM 990, PART XII, LINE 2C:

“The board acts as the finance committee and assumes responsibility for the oversight of the review of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require management to evaluate tax positions taken by the organization, including whether the entity is exempt from income taxes. Management evaluated the tax positions taken and concluded that the organization has taken no uncertain tax positions that require recognition or disclosure in the financial statements. The organization was formed on august 29, 2024 and, therefore, is not subject to income tax examinations by the u.s federal, state, or local tax authorities prior to that date.”

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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/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TOM BALDRIGE IS A TRUSTEE OF HIGH FOUNDATION WHICH OWNS A 100% INTEREST IN HIGH ASSOCIATES, LTD. WHICH EMPLOYS BRAD MOWBRAY. RACHEL SCARPATO IS AN EMPLOYEE OF HIGH FAMILY OFFICE WHICH HAS SERVICE AGREEMENTS WITH HIGH FOUNDATION AND HIGH COMPANIES (WHICH INCLUDES HIGH ASSOCIATES, LTD. AS AN AFFILIATE).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DRAFT FORM 990 IS PROVIDED VIA EMAIL TO ALL BOARD MEMBERS WITH A REQUEST TO PROVIDE FEEDBACK BY A CERTAIN DATE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REGULARLY REFERENCED IN BOARD MEETINGS AND THE EXECUTIVE DIRECTOR AND TREASURER ACTIVELY LOOK FOR POTENTIAL CONFLICTS AND RAISE WITH THE CHAIR OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS COMPARED WITH OTHER NON-PROFITS IN THIS SPACE AND THE PROCESS FOR EVALUATING AND DETERMINING IS DOCUMENTED AS PART OF THE BOARD MEETING MINUTES PROCESS. COMPENSATION IS DOCUMENTED IN A MEMO KEPT AS PART OF THE ACCOUNTING RECORDS. THERE ARE CURRENTLY NO EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LANCASTER HOUSING FUND I DOES MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. THE FINANCIAL STATEMENTS CAN ALSO BE VIEWED AT THE BUSINESS OFFICE OF LANCASTER HOUSING FUND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER FEES: PROGRAM SERVICE EXPENSES 13,050. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 12,000. TOTAL EXPENSES 37,050.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD ACTS AS THE FINANCE COMMITTEE AND ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt04941033
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04941033
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0500000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012700
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126124
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013050
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151874
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt04592907
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04592907
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0348126
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04941033
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0663
IRS990/TravelGrp/TotalAmt0663
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01861 WILLIAM PENN WAY
IRS990/USAddress/CityNm0LANCASTER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL SCARPATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07172934400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LANCASTER HOUSING FUND I
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0994688475
ReturnHeader/Filer/PhoneNum07172934400
ReturnHeader/Filer/USAddress/AddressLine1Txt01861 WILLIAM PENN WAY
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RKL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03501 CONCORD ROAD STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017402
ReturnHeader/PreparerPersonGrp/PhoneNum07178433804
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS L BERMAN CPA
ReturnHeader/ReturnTs02025-10-03T00:32:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-29
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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