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WHITE ROSE LEADERSHIP INSTITUTE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WHITE ROSE LEADERSHIP INSTITUTE (EIN 83-1246505)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-02-25
IRS object ID
202230569349300113
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-25T11:45:32-06:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RKL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 CONCORD ROAD STE 250AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831246505EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHITE ROSE LEADERSHIP INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHITBusinessNameControlTxt
Phone7174560366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 ROOSEVELT AVENUE NO 206AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER ENGLERTHPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone7174560366PhoneNum
Signature2022-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastENGLERTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS L BERMAN CPAPreparerPersonNm
PTINP01269555PTIN
Phone7178433804PhoneNum
Preparation2022-02-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMEAGAN GIVENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 ROOSEVELT AVENUE NO 206AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$705,978GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WHITEROSELEADERSHIPINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSTRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$681,336PYContributionsGrantsAmt
CY Contributions Grants$652,635CYContributionsGrantsAmt
PY Program Service Revenue$39,971PYProgramServiceRevenueAmt
CY Program Service Revenue$53,343CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue-$81PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$721,226PYTotalRevenueAmt
CY Total Revenue$705,978CYTotalRevenueAmt
PY Grants And Similar Paid$562,093PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$441,692CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$105,504PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$102,378CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,717CYTotalFundraisingExpenseAmt
PY Other Expenses$72,578PYOtherExpensesAmt
CY Other Expenses$77,516CYOtherExpensesAmt
PY Total Expenses$740,175PYTotalExpensesAmt
CY Total Expenses$621,586CYTotalExpensesAmt
PY Revenues Less Expenses-$18,949PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$84,392CYRevenuesLessExpensesAmt
Total Assets BOY$50,371TotalAssetsBOYAmt
Total Assets EOY$123,212TotalAssetsEOYAmt
Total Liabilities BOY$20,137TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,586TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,234NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$114,626NetAssetsOrFundBalancesEOYAmt
MissionTHE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$532,760ExpenseAmt
Grant$441,692GrantAmt
Revenue$53,343RevenueAmt
DescSUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 300 YORK COUNTY NONPROFITS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,668ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$28,338ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$566,766TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMEAGAN GIVENPersonNm
Phone7174560366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1144 ROOSEVELT AVENUE SUITE 206AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JENNY ENGLERTH
CHAIR & DIRECTOR1.00Yes (X)$0$0$0
JOAN J MUMMERT
SECRETARY & DIRECTOR1.00Yes (X)$0$0$0
MICHAEL D THEW
TREASURER & DIRECTOR1.00Yes (X)$0$0$0
BOBBI ANNE DELEO
DIRECTOR1.00Yes (X)$0$0$0
JOYCE SANTIAGO
DIRECTOR1.00Yes (X)$0$0$0
ROBERT W PULLO
DIRECTOR1.00Yes (X)$0$0$0
ROBIN K ROHRBAUGH
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE SEATON
DIRECTOR1.00Yes (X)$0$0$0
TAMARA MILLER
DIRECTOR1.00Yes (X)$0$0$0
MEAGAN GIVEN
EXECUTIVE DIRECTOR40.00$93,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$93,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$3,604FundraisingAmt
Government Grants$34,420GovernmentGrantsAmt
All Other Contributions$614,611AllOtherContributionsAmt
Total Contributions$652,635TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescREGISTRATION PROCEEDSDesc
Business900099BusinessCd
Total Revenue Column$53,343TotalRevenueColumnAmt
Related Or Exempt Func Income$53,343RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$53,343TotalProgramServiceRevenueAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,604ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$705,978TotalRevenueColumnAmt
Related Or Exempt Func Income$53,343RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$441,692TotalAmt
Program Services$441,692ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$94,780TotalAmt
Program Services$66,346ProgramServicesAmt
Management And General$14,217ManagementAndGeneralAmt
Fundraising$14,217FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,598TotalAmt
Program Services$5,318ProgramServicesAmt
Management And General$1,140ManagementAndGeneralAmt
Fundraising$1,140FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,756TotalAmt
Management And General$3,756ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,840TotalAmt
Management And General$7,840ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,437TotalAmt
Program Services$22,437ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,896TotalAmt
Program Services$26,096ProgramServicesAmt
Management And General$1,771ManagementAndGeneralAmt
Fundraising$29FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Program Services$2,500ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15TotalAmt
Program Services$13ProgramServicesAmt
Management And General$2ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,230TotalAmt
Program Services$1,106ProgramServicesAmt
Management And General$62ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,796TotalAmt
Program Services$1,258ProgramServicesAmt
Management And General$269ManagementAndGeneralAmt
Fundraising$269FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$5,361$1,361$4,000
DUES AND SUBSCRIPTIONS$4,685$4,685

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$621,586TotalAmt
Program Services$566,766ProgramServicesAmt
Management And General$35,103ManagementAndGeneralAmt
Fundraising$19,717FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$44,802BOYAmt
EOY$89,062EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$34,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$569BOYAmt
EOY$150EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$50,371BOYAmt
EOY$123,212EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,537BOYAmt
EOY$8,586EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$12,600BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,137BOYAmt
EOY$8,586EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$881BOYAmt
EOY$56,773EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,353BOYAmt
EOY$57,853EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,234BOYAmt
EOY$114,626EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,371BOYAmt
EOY$123,212EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$84,392ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$44,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$681,336CurrentTaxYearMinus1YearAmt
Current Tax Year$652,635CurrentTaxYearAmt
Total$1,378,226TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$39,971CurrentTaxYearMinus1YearAmt
Current Tax Year$53,343CurrentTaxYearAmt
Total$93,314TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$44,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$721,307CurrentTaxYearMinus1YearAmt
Current Tax Year$705,978CurrentTaxYearAmt
Total$1,471,540TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$110,750CurrentTaxYearMinus1YearAmt
Current Tax Year$142,500CurrentTaxYearAmt
Total$253,250TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$110,750CurrentTaxYearMinus1YearAmt
Current Tax Year$142,500CurrentTaxYearAmt
Total$253,250TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,218,290PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$44,255CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$721,307CurrentTaxYearMinus1YearAmt
Current Tax Year$705,978CurrentTaxYearAmt
Total$1,471,540TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.82790PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART III, SHORT YEAR EXPLANATION:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,086,469TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$380,491DonatedServicesAndUseFcltsAmt
Revenue Not Reported$380,491RevenueNotReportedAmt
Revenue Subtotal$705,978RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$705,978TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,002,077TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$380,491DonatedServicesUseFcltsAmt
Expenses Not Reported$380,491ExpensesNotReportedAmt
Expenses Subtotal$621,586ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$621,586TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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, 2018.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
KEYSTONE KIDSPACE
369 N GEORGE STREETYORKPA17401300829212501(C)(3)$5,170FMVOPERATING
PAPPUS HOUSE
253 CHERRY STYORKPA17402452869258501(C)(3)$5,330FMVOPERATING
EICHELBERGER PERFORMING ARTS CENTER
195 STOCK STREET SUITE 200HANOVERPA17331232915952501(C)(3)$6,328FMVOPERATING
OLIVIA'S HOUSE A GRIEF AND LOSS CENTER
830 S GEORGE STYORKPA17403233100851501(C)(3)$6,344FMVOPERATING
YORK COUNTY SPCA
3159 N SUSQUEHANNA TRAILYORKPA17406231399588501(C)(3)$6,620FMVOPERATING
KATALLASSO FAMILY HEALTH CENTER
38 SOUTH BELVIDERE AVENUEYORKPA17401453170905501(C)(3)$6,654FMVOPERATING
CREATIVE YORK
10-20 NORTH BEAVER STREETYORKPA17401232616151501(C)(3)$6,953FMVOPERATING
CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC
75 GREEN VALLEY RDYORKPA17405232496340501(C)(3)$7,050FMVOPERATING
YORK COUNTY BAR FOUNDATION
137 EAST MARKET STREETYORKPA17401232647164501(C)(3)$7,102FMVOPERATING
YORK COUNTY LITERACY COUNCIL
800 EAST KING STREETYORKPA17403232088132501(C)(3)$7,273FMVOPERATING
DREAMWRIGHTS CENTER FOR COMMUNITY ARTS
100 CARLISLE AVEYORKPA17401232882835501(C)(3)$7,453FMVOPERATING
CHILD CARE CONSULTANTS
29 N DUKE STYORKPA17401222842846501(C)(3)$7,656FMVOPERATING
COMMUNITY PROGRESS COUNCIL
226 EAST COLLEGE AVENUEYORKPA17403231653135501(C)(3)$7,832FMVOPERATING
YWCA YORK
320 EAST MARKET STREETYORKPA17403231360889501(C)(3)$7,840FMVOPERATING
YORK COUNTY HISTORY CENTER
250 EAST MARKET STREETYORKPA17403231352323501(C)(3)$7,953FMVOPERATING
HUMAN LIFE SERVICES INC
742 SOUTH GEORGE STREETYORKPA17401222625105501(C)(3)$8,285FMVOPERATING
SERVANTS INC
100 REDCO AVE SUITE C-0RED LIONPA17356233042387501(C)(3)$8,390FMVOPERATING
YORK COUNTY FOOD BANK
254 WEST PRINCESS STREETYORKPA17401232452484501(C)(3)$8,809FMVOPERATING
YORK COUNTY LIBRARIES
159 EAST MARKET STREETYORKPA17401237394108501(C)(3)$11,230FMVOPERATING
SUSQUEHANNA NATIONAL HERITAGE
1706 LONG LEVEL ROADWRIGHTSVILLEPA17368753087098501(C)(3)$11,306FMVOPERATING
APPELL CENTER FOR THE PERFORMING ARTS
50 NORTH GEORGE STREETYORKPA17401232053382501(C)(3)$11,709FMVOPERATING
YORK SYMPHONY ORCHESTRA
50 NORTH GEORGE STREETYORKPA17401236298810501(C)(3)$17,631FMVOPERATING
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 B, LINE 11BBEFORE 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 12CTHE 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 15AFINANCE COMMITTEE HANDLES REVIEW AND COMPARABILITY, LED BY PATRICK BALL OF CTY, COMMITTEE MEMBER.
FORM 990, PART VI, SECTION C, LINE 19THE 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.

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