WHITE ROSE LEADERSHIP INSTITUTE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WHITE ROSE LEADERSHIP INSTITUTE (EIN 83-1246505)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-02-15
IRS object ID: 202340469349301539
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-15T17:07:50-06:00	ReturnTs
Tax Period End	2022-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232108173	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RKL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3501 CONCORD ROAD STE 250	AddressLine1Txt
City	YORK	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17402	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	831246505	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WHITE ROSE LEADERSHIP INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WHIT	BusinessNameControlTxt
Phone	7174560366	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	144 ROOSEVELT AVENUE 206	AddressLine1Txt
City	YORK	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17401	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JENNIFER ENGLERTH	PersonNm
Person Title	BOARD CHAIR	PersonTitleTxt
Phone	7174560366	PhoneNum
Signature	2023-02-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JENNIFER	PersonFirstNm
Person Last	ENGLERTH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUGLAS L BERMAN CPA	PreparerPersonNm
PTIN	P01269555	PTIN
Phone	7178433804	PhoneNum
Preparation	2023-02-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MEAGAN GIVEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	144 ROOSEVELT AVENUE 206	AddressLine1Txt
City	YORK	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17401	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,859,653	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WHITEROSELEADERSHIPINSTITUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2018	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	STRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Volunteers	30	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$652,635	PYContributionsGrantsAmt
CY Contributions Grants	$1,755,604	CYContributionsGrantsAmt
PY Program Service Revenue	$53,343	PYProgramServiceRevenueAmt
CY Program Service Revenue	$56,100	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$11,199	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$89	CYOtherRevenueAmt
PY Total Revenue	$705,978	PYTotalRevenueAmt
CY Total Revenue	$1,822,992	CYTotalRevenueAmt
PY Grants And Similar Paid	$441,692	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$545,375	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$102,378	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$159,574	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$18,660	CYTotalFundraisingExpenseAmt
PY Other Expenses	$77,516	PYOtherExpensesAmt
CY Other Expenses	$122,581	CYOtherExpensesAmt
PY Total Expenses	$621,586	PYTotalExpensesAmt
CY Total Expenses	$827,530	CYTotalExpensesAmt
PY Revenues Less Expenses	$84,392	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$995,462	CYRevenuesLessExpensesAmt
Total Assets BOY	$123,212	TotalAssetsBOYAmt
Total Assets EOY	$1,066,112	TotalAssetsEOYAmt
Total Liabilities BOY	$8,586	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,267	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$114,626	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,056,845	NetAssetsOrFundBalancesEOYAmt
Mission	THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$731,188	ExpenseAmt
Grant	$545,375	GrantAmt
Revenue	$56,100	RevenueAmt
Desc	SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 292 YORK COUNTY NONPROFITS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,393	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$23,090	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$769,671	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MEAGAN GIVEN	PersonNm
Phone	7174560366	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	144 ROOSEVELT AVENUE SUITE 206	AddressLine1Txt
City	YORK	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17401	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JENNY ENGLERTH
CHAIR & DIRECTOR	1.00	Yes (X)	$0	$0	$0
JOAN J MUMMERT
SECRETARY & DIRECTOR	1.00	Yes (X)	$0	$0	$0
MICHAEL D THEW
TREASURER & DIRECTOR	1.00	Yes (X)	$0	$0	$0
BOBBI ANNE DELEO
DIRECTOR	1.00	Yes (X)	$0	$0	$0
JOYCE SANTIAGO
DIRECTOR	1.00	Yes (X)	$0	$0	$0
ROBERT W PULLO
DIRECTOR	1.00	Yes (X)	$0	$0	$0
ROBIN K ROHRBAUGH
DIRECTOR	1.00	Yes (X)	$0	$0	$0
STEPHANIE SEATON
DIRECTOR (UNTIL 08/30/22)	1.00	Yes (X)	$0	$0	$0
TAMARA MILLER
DIRECTOR	1.00	Yes (X)	$0	$0	$0
MEAGAN GIVEN
EXECUTIVE DIRECTOR	40.00		$96,294	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$96,294	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,251	FundraisingAmt
All Other Contributions	$1,754,353	AllOtherContributionsAmt
Noncash Contributions	$1,019,120	NoncashContributionsAmt
Total Contributions	$1,755,604	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	REGISTRATION PROCEEDS	Desc
Business	900099	BusinessCd
Total Revenue Column	$56,100	TotalRevenueColumnAmt
Related Or Exempt Func Income	$56,100	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$56,100	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,628	TotalRevenueColumnAmt
Exclusion	$9,628	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,038,232	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,036,661	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,571	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,571	TotalRevenueColumnAmt
Exclusion	$1,571	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,251	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$89	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Exclusion	$89	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$89	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,822,992	TotalRevenueColumnAmt
Related Or Exempt Func Income	$56,100	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$11,288	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$545,375	TotalAmt
Program Services	$545,375	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$100,401	TotalAmt
Program Services	$80,321	ProgramServicesAmt
Management And General	$10,040	ManagementAndGeneralAmt
Fundraising	$10,040	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$47,801	TotalAmt
Program Services	$38,241	ProgramServicesAmt
Management And General	$4,780	ManagementAndGeneralAmt
Fundraising	$4,780	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$11,372	TotalAmt
Program Services	$9,098	ProgramServicesAmt
Management And General	$1,137	ManagementAndGeneralAmt
Fundraising	$1,137	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$4,866	TotalAmt
Management And General	$4,866	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,060	TotalAmt
Program Services	$2,060	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,873	TotalAmt
Management And General	$9,758	ManagementAndGeneralAmt
Fundraising	$2,115	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$36,430	TotalAmt
Program Services	$36,430	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,143	TotalAmt
Program Services	$35,002	ProgramServicesAmt
Management And General	$2,008	ManagementAndGeneralAmt
Fundraising	$133	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$16,680	TotalAmt
Program Services	$16,680	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,121	TotalAmt
Program Services	$1,009	ProgramServicesAmt
Management And General	$112	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$3,264	TotalAmt
Program Services	$2,938	ProgramServicesAmt
Management And General	$163	ManagementAndGeneralAmt
Fundraising	$163	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,945	TotalAmt
Program Services	$1,361	ProgramServicesAmt
Management And General	$292	ManagementAndGeneralAmt
Fundraising	$292	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS	$5,779	$1,156	$4,623
MISCELLANEOUS	$1,420		$1,420

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$827,530	TotalAmt
Program Services	$769,671	ProgramServicesAmt
Management And General	$39,199	ManagementAndGeneralAmt
Fundraising	$18,660	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$89,062	BOYAmt
EOY	$93,846	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$34,000	BOYAmt
EOY	$36,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$150	BOYAmt
EOY	$11,750	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$924,516	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$123,212	BOYAmt
EOY	$1,066,112	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,586	BOYAmt
EOY	$9,267	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,586	BOYAmt
EOY	$9,267	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$56,773	BOYAmt
EOY	$77,846	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$57,853	BOYAmt
EOY	$978,999	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$114,626	BOYAmt
EOY	$1,056,845	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$123,212	BOYAmt
EOY	$1,066,112	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$995,462	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$53,243	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$44,255	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$681,336	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$652,635	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,755,604	CurrentTaxYearAmt
Total	$3,133,830	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$39,971	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$53,343	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,100	CurrentTaxYearAmt
Total	$149,414	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year	$89	CurrentTaxYearAmt
Total	$89	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$44,255	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$721,307	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$705,978	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,811,793	CurrentTaxYearAmt
Total	$3,283,333	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$110,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$142,500	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,161,070	CurrentTaxYearAmt
Total	$1,414,320	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$110,750	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$142,500	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,161,070	CurrentTaxYearAmt
Total	$1,414,320	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$1,869,013	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year	$9,628	CurrentTaxYearAmt
Total	$9,628	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year	$9,628	CurrentTaxYearAmt
Total	$9,628	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$44,255	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$721,307	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$705,978	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,821,421	CurrentTaxYearAmt
Total	$3,292,961	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.56760	PublicSupportCY509Pct
Public Support PY509	0.82790	PublicSupportPY509Pct
Investment Income CY	0.00290	InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART III, SHORT YEAR EXPLANATION:	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION'S 9/30/2019 RETURN WAS FILED AS SHORT YEAR DUE TO A CHANGE IN ACCOUNTING YEAR. THIS SHORT YEAR RETURN DATES WERE 1/1/2019-9/30/2019. THE 2018 COLUMN WILL REPRESENT THE 9/30/2019 YEAR END, AND THE 2017 COLUMN WILL REPRESENT THE 12/31/2018 YEAR END.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Contributions	$968,620	ContributionsAmt
Investment Earnings Or Losses	-$42,044	InvestmentEarningsOrLossesAmt
Administrative Expenses	$2,060	AdministrativeExpensesAmt
End Year Balance	$924,516	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	GIVE LOCAL YORK ENDOWMENT	Desc
Book Value	$924,516	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$924,516	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,157,382	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$53,243	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$389,693	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$336,450	RevenueNotReportedAmt
Revenue Subtotal	$1,820,932	RevenueSubtotalAmt
Investment Expenses Not Incld	$2,060	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$2,060	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,822,992	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,215,163	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$389,693	DonatedServicesUseFcltsAmt
Expenses Not Reported	$389,693	ExpensesNotReportedAmt
Expenses Subtotal	$825,470	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$2,060	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$2,060	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$827,530	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

GIVE LOCAL YORK SUSTAINABILITY

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2019.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
APPELL CENTER FOR THE PERFORMING ARTS
50 NORTH GEORGE STREET	YORK	PA	17401	232053382	501(C)(3)	$23,667	$0	FMV	OPERATING
BELL SOCIALIZATION SERVICES
160 S GEORGE STREET	YORK	PA	17401	231896438	501(C)(3)	$5,364	$0	FMV	OPERATING
CHILD CARE CONSULTANTS
29 N DUKE ST	YORK	PA	17401	222842846	501(C)(3)	$6,745	$0	FMV	OPERATING
CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC
3366 BARWOOD ROAD	YORK	PA	17406	232496340	501(C)(3)	$8,088	$0	FMV	OPERATING
COMMUNITY PROGRESS COUNCIL
226 EAST COLLEGE AVENUE	YORK	PA	17403	231653135	501(C)(3)	$13,959	$0	FMV	OPERATING
CREATIVE YORK
10 NORTH BEAVER STREET	YORK	PA	17401	232616151	501(C)(3)	$8,408	$0	FMV	OPERATING
DREAMWRIGHTS CENTER FOR COMMUNITY ARTS
100 CARLISLE AVE	YORK	PA	17401	232882835	501(C)(3)	$7,820	$0	FMV	OPERATING
HUMAN LIFE SERVICES INC
742 SOUTH GEORGE STREET	YORK	PA	17401	222625105	501(C)(3)	$9,111	$0	FMV	OPERATING
KATALLASSO FAMILY HEALTH CENTER
38 SOUTH BELVIDERE AVENUE	YORK	PA	17401	453170905	501(C)(3)	$5,167	$0	FMV	OPERATING
KEYSTONE KIDSPACE
PO BOX 2442	YORK	PA	17405	300829212	501(C)(3)	$6,157	$0	FMV	OPERATING
OLIVIA'S HOUSE A GRIEF AND LOSS CENTER
830 S GEORGE ST	YORK	PA	17403	233100851	501(C)(3)	$5,927	$0	FMV	OPERATING
SERVANTS INC
100 REDCO AVE SUITE C-0	RED LION	PA	17356	233042387	501(C)(3)	$7,430	$0	FMV	OPERATING
YMCA OF THE ROSES
90 N NEWBERRY STREET	YORK	PA	17401	231352600	501(C)(3)	$7,666	$0	FMV	OPERATING
YORK COUNTY BAR FOUNDATION
137 EAST MARKET STREET	YORK	PA	17401	232647164	501(C)(3)	$7,084	$0	FMV	OPERATING
YORK COUNTY FOOD BANK
254 WEST PRINCESS STREET	YORK	PA	17401	232452484	501(C)(3)	$14,850	$0	FMV	OPERATING
YORK COUNTY HISTORY CENTER
250 EAST MARKET STREET	YORK	PA	17403	231352323	501(C)(3)	$10,071	$0	FMV	OPERATING
YORK COUNTY LITERACY COUNCIL
1416 6TH AVENUE	YORK	PA	17403	232088132	501(C)(3)	$6,607	$0	FMV	OPERATING
YORK COUNTY SPCA
3159 N SUSQUEHANNA TRAIL	YORK	PA	17406	231399588	501(C)(3)	$9,129	$0	FMV	OPERATING
YORK JEWISH COMMUNITY CENTER
2000 HOLLYWOOD DRIVE	YORK	PA	17403	231355127	501(C)(3)	$5,700	$0	FMV	OPERATING
YORK SYMPHONY ORCHESTRA
50 NORTH GEORGE STREET	YORK	PA	17401	236298810	501(C)(3)	$18,007	$0	FMV	OPERATING
PAPPUS HOUSE
253 CHERRY STREET	YORK	PA	17402	452869258	501(C)(3)	$6,592	$0	FMV	OPERATING

Field	Value	IRS element (for citing)
Total501c3 Org	21	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$968,620	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIVE LOCAL YORK DESIGN	1	$50,000	FMV
Yes (X)	PICNIC PRIZE	1	$500	FMV

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 VI, SECTION A, LINE 4	BOARD AMENDED QUALIFICATIONS AND NUMBER OF DIRECTORS, JUNE 3, 2022: QUALIFICATIONS OF DIRECTORS. EACH DIRECTOR SHALL BE AN INDIVIDUAL OF FULL AGE, WHO NEED NOT BE A RESIDENT OF PENNSYLVANIA, WHO HAS DEMONSTRATED A SINCERE INTEREST IN YORK COUNTY CHARITABLE ENDEAVORS. A MAJORITY (MINIMUM 51%) OF SERVING DIRECTORS MUST BE ALUMNI OF THE YORK FEDERAL FELLOWS (YFF) NONPROFIT LEADERSHIP PROGRAM. NUMBER; ELECTION; TERM. THE BOARD OF DIRECTORS SHALL CONSIST OF NOT LESS THAN SEVEN (7) NOR MORE THAN FIFTEEN (15) PERSONS. A MAJORITY (MINIMUM 51%) OF SERVING DIRECTORS MUST BE YORK FEDERAL FELLOWS (YFF) ALUMNI; I.E. IF THERE ARE SEVEN (7) BOARD MEMBERS, FOUR MEMBERS (4) MUST BE YFF; IF THERE ARE FIFTEEN (15) BOARD MEMBERS, EIGHT (8) MUST BE YFF.
FORM 990, PART VI, SECTION B, LINE 11B	BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN PASSED ON TO THE BOARD WITH RECOMMENDATION FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION HAS A CONFIDENTIALITY AND CONFLICT OF INTEREST POLICY THAT IS SIGNED ANNUALLY. THIS POLICY MAY BE ENFORCED AGAINST INDIVIDUAL BOARD MEMBERS AS DESCRIBED BELOW: 1. BOARD MEMBERS HAVE A FIDUCIARY DUTY TO CONDUCT THEMSELVES WITHOUT CONFLICT TO THE INTERESTS OF WHITE ROSE LEADERSHIP INSTITUTE. IN THEIR CAPACITY AS BOARD MEMBERS, THEY MUST SUBORDINATE PERSONAL, INDIVIDUAL BUSINESS, THIRD-PARTY, AND OTHER INTERESTS TO THE WELFARE AND BEST INTERESTS OF WHITE ROSE LEADERSHIP INSTITUTE. 2. A CONFLICT OF INTEREST IS CONDUCT, A TRANSACTION OR RELATIONSHIP THAT PRESENTS OR MIGHT CONFLICT WITH A BOARD MEMBER'S OBLIGATIONS OWED TO THE WHITE ROSE LEADERSHIP INSTITUTE AND THE BOARD MEMBER'S PERSONAL, BUSINESS OR OTHER INTERESTS. 3. ALL CONFLICTS OF INTEREST ARE NOT NECESSARILY PROHIBITED OR HARMFUL TO WHITE ROSE LEADERSHIP INSTITUTE. HOWEVER, FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS, AND A DETERMINATION BY THE DISINTERESTED BOARD (OR WHITE ROSE LEADERSHIP INSTITUTE EXECUTIVE COMMITTEE) MEMBERS WITH THE INTERESTED BOARD MEMBER(S) RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER ARE REQUIRED.
FORM 990, PART VI, SECTION B, LINE 15A	FINANCE COMMITTEE HANDLES REVIEW AND COMPARABILITY, LED BY PATRICK BALL OF CTY, COMMITTEE MEMBER.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS IS SAME PROCESS AS PRIOR YEAR.