2023-02-15T17:07:50-06:00 2022-09-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2021-10-01 831246505 WHITE ROSE LEADERSHIP INSTITUTE WHIT 7174560366 144 ROOSEVELT AVENUE 206 YORK PA 17401 JENNIFER ENGLERTH BOARD CHAIR 7174560366 2023-02-10 1 JENNIFER ENGLERTH 999009999 DOUGLAS L BERMAN CPA P01269555 7178433804 2023-02-10 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MEAGAN GIVEN 144 ROOSEVELT AVENUE 206 YORK PA 17401 2859653 0 X WWW.WHITEROSELEADERSHIPINSTITUTE.ORG X 2018 PA STRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 8 8 2 30 0 0 652635 1755604 53343 56100 0 11199 0 89 705978 1822992 441692 545375 0 0 102378 159574 0 0 18660 77516 122581 621586 827530 84392 995462 123212 1066112 8586 9267 114626 1056845 THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 0 0 731188 545375 56100 SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 292 YORK COUNTY NONPROFITS. 15393 0 0 PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM. 23090 0 0 PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS. 769671 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X MEAGAN GIVEN 7174560366 144 ROOSEVELT AVENUE SUITE 206 YORK PA 17401 JENNY ENGLERTH CHAIR & DIRECTOR 1.00 X 0 0 0 JOAN J MUMMERT SECRETARY & DIRECTOR 1.00 X 0 0 0 MICHAEL D THEW TREASURER & DIRECTOR 1.00 X 0 0 0 BOBBI ANNE DELEO DIRECTOR 1.00 X 0 0 0 JOYCE SANTIAGO DIRECTOR 1.00 X 0 0 0 ROBERT W PULLO DIRECTOR 1.00 X 0 0 0 ROBIN K ROHRBAUGH DIRECTOR 1.00 X 0 0 0 STEPHANIE SEATON DIRECTOR (UNTIL 08/30/22) 1.00 X 0 0 0 TAMARA MILLER DIRECTOR 1.00 X 0 0 0 MEAGAN GIVEN EXECUTIVE DIRECTOR 40.00 X 96294 0 0 96294 0 0 0 0 0 0 0 1251 1754353 1019120 1755604 REGISTRATION PROCEEDS 900099 56100 56100 56100 9628 9628 1038232 1036661 1571 1571 1571 0 1251 0 0 OTHER REVENUE 900099 89 0 89 89 1822992 56100 0 11288 545375 545375 100401 80321 10040 10040 47801 38241 4780 4780 11372 9098 1137 1137 4866 4866 2060 2060 11873 9758 2115 36430 36430 37143 35002 2008 133 16680 16680 1121 1009 112 3264 2938 163 163 1945 1361 292 292 DUES AND SUBSCRIPTIONS 5779 1156 4623 MISCELLANEOUS 1420 1420 827530 769671 39199 18660 89062 93846 34000 36000 150 11750 0 924516 123212 1066112 8586 9267 8586 9267 X 56773 77846 57853 978999 114626 1056845 123212 1066112 995462 -53243 0 X X 0 1 X 1 0 X 44255 681336 652635 1755604 3133830 39971 53343 56100 149414 89 89 44255 721307 705978 1811793 3283333 110750 142500 1161070 1414320 0 110750 142500 1161070 1414320 1869013 9628 9628 9628 9628 44255 721307 705978 1821421 3292961 0.56760 0.82790 0.00290 X PART III, SHORT YEAR 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 968620 -42044 2060 924516 0.00000 1.00000 0.00000 1 0 0 GIVE LOCAL YORK ENDOWMENT 924516 F 924516 X 2157382 -53243 389693 336450 1820932 2060 2060 1822992 1215163 389693 389693 825470 2060 2060 827530 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. 1 APPELL CENTER FOR THE PERFORMING ARTS 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 23667 0 FMV OPERATING BELL SOCIALIZATION SERVICES 160 S GEORGE STREET YORK PA 17401 231896438 501(C)(3) 5364 0 FMV OPERATING CHILD CARE CONSULTANTS 29 N DUKE ST YORK PA 17401 222842846 501(C)(3) 6745 0 FMV OPERATING CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC 3366 BARWOOD ROAD YORK PA 17406 232496340 501(C)(3) 8088 0 FMV OPERATING COMMUNITY PROGRESS COUNCIL 226 EAST COLLEGE AVENUE YORK PA 17403 231653135 501(C)(3) 13959 0 FMV OPERATING CREATIVE YORK 10 NORTH BEAVER STREET YORK PA 17401 232616151 501(C)(3) 8408 0 FMV OPERATING DREAMWRIGHTS CENTER FOR COMMUNITY ARTS 100 CARLISLE AVE YORK PA 17401 232882835 501(C)(3) 7820 0 FMV OPERATING HUMAN LIFE SERVICES INC 742 SOUTH GEORGE STREET YORK PA 17401 222625105 501(C)(3) 9111 0 FMV OPERATING KATALLASSO FAMILY HEALTH CENTER 38 SOUTH BELVIDERE AVENUE YORK PA 17401 453170905 501(C)(3) 5167 0 FMV OPERATING KEYSTONE KIDSPACE PO BOX 2442 YORK PA 17405 300829212 501(C)(3) 6157 0 FMV OPERATING OLIVIA'S HOUSE A GRIEF AND LOSS CENTER 830 S GEORGE ST YORK PA 17403 233100851 501(C)(3) 5927 0 FMV OPERATING SERVANTS INC 100 REDCO AVE SUITE C-0 RED LION PA 17356 233042387 501(C)(3) 7430 0 FMV OPERATING YMCA OF THE ROSES 90 N NEWBERRY STREET YORK PA 17401 231352600 501(C)(3) 7666 0 FMV OPERATING YORK COUNTY BAR FOUNDATION 137 EAST MARKET STREET YORK PA 17401 232647164 501(C)(3) 7084 0 FMV OPERATING YORK COUNTY FOOD BANK 254 WEST PRINCESS STREET YORK PA 17401 232452484 501(C)(3) 14850 0 FMV OPERATING YORK COUNTY HISTORY CENTER 250 EAST MARKET STREET YORK PA 17403 231352323 501(C)(3) 10071 0 FMV OPERATING YORK COUNTY LITERACY COUNCIL 1416 6TH AVENUE YORK PA 17403 232088132 501(C)(3) 6607 0 FMV OPERATING YORK COUNTY SPCA 3159 N SUSQUEHANNA TRAIL YORK PA 17406 231399588 501(C)(3) 9129 0 FMV OPERATING YORK JEWISH COMMUNITY CENTER 2000 HOLLYWOOD DRIVE YORK PA 17403 231355127 501(C)(3) 5700 0 FMV OPERATING YORK SYMPHONY ORCHESTRA 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 18007 0 FMV OPERATING PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 452869258 501(C)(3) 6592 0 FMV OPERATING 21 0 X 1 968620 FMV X GIVE LOCAL YORK DESIGN 1 50000 FMV X PICNIC PRIZE 1 500 FMV 0 0 0 0 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.