2025-07-01T07:48:43-05:00 2024-09-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-10-01 831246505 WHITE ROSE LEADERSHIP INSTITUTE WHIT 7172082824 37 W PHILADELPHIA ST YORK PA 17401 JOYCE SANTIAGO BOARD CHAIR 7172082824 2025-06-30 1 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2025-06-30 2023 2025-03-06 01:10:19Z X LISA BARSHINGER 50 CENTRE CT RED LION PA 17356 1190823 0 X WWW.WHITEROSELEADERSHIPINSTITUTE.ORG X 2018 PA STRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 7 7 2 25 0 0 987987 901734 60900 67375 53054 81913 8998 5881 1110939 1056903 562133 621483 0 0 174188 158684 0 0 20717 209224 187305 945545 967472 165394 89431 1294964 1494620 9646 12778 1285318 1481842 THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 0 0 739324 621483 67375 SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 320 YORK COUNTY NONPROFITS. 50408 0 0 PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM. 50408 0 0 PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS. 840140 1 1 0 0 0 0 0 0 0 1 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 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X LISA BARSHINGER 7172082824 17 E PHILADELPHIA ST YORK PA 17401 BOBBI ANNE DELEO IMMEDIATE PAST PRESIDENT/DIRECTOR 1.00 X X 0 0 0 JOYCE SANTIAGO CHAIR/DIRECTOR 1.00 X X 0 0 0 JASON LEWIS SECRETARY/DIRECTOR 1.00 X X 0 0 0 THOMAS O'CONNOR VICE-CHAIR/DIRECTOR 1.00 X X 0 0 0 JEAN TREUTHART DIRECTOR 1.00 X 0 0 0 BRITNEY WALKER DIRECTOR (UNTIL 12/31/23) 1.00 X 0 0 0 NATALEE GUNDERSON DIRECTOR (UNTIL 02/29/24) 1.00 X 0 0 0 DAVID GONZALEZ DIRECTOR 1.00 X 0 0 0 DEB GOGNIAT DIRECTOR 1.00 X 0 0 0 MEAGAN GIVEN EXECUTIVE DIRECTOR 40.00 X 101325 0 0 101325 0 0 1 0 0 0 0 25000 45000 831734 58550 901734 REGISTRATION PROCEEDS 900099 67375 67375 67375 61793 61793 154040 133920 20120 20120 20120 OTHER REVENUE 900099 5881 5881 5881 1056903 67375 0 87794 621483 621483 106724 80043 16009 10672 40600 30450 6090 4060 11360 8520 1704 1136 23028 23028 8273 8273 38824 35588 3236 30128 30128 40421 34363 5928 130 20296 20296 2093 1884 209 11420 9707 1142 571 3545 2127 886 532 DUES AND SUBSCRIPTIONS 7595 1139 6076 380 MISCELLANEOUS 1682 1682 967472 840140 106615 20717 72336 208478 57433 0 131576 71796 485 479 1033134 1213867 1294964 1494620 9646 12778 9646 12778 X 45632 178370 1239686 1303472 1285318 1481842 1294964 1494620 X 89431 113395 -6302 X X 0 1 X 1 0 X 681336 652635 1755604 987987 901734 4979296 39971 53343 56100 60900 67375 277689 89 8998 5881 14968 721307 705978 1811793 1057885 974990 5271953 110750 142500 1161070 194455 181150 1789925 0 110750 142500 1161070 194455 181150 1789925 3482028 9628 52773 61793 124194 9628 52773 61793 124194 721307 705978 1821421 1110658 1036783 5396147 0.64530 0.62050 0.02300 0.01420 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 2019 COLUMN WILL REPRESENT THE 9/30/2019 YEAR END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1033134 189006 8273 1213867 924516 116008 7390 1033134 968620 -42044 2060 924516 0.00000 1.00000 0.00000 1 0 0 GIVE LOCAL YORK ENDOWMENT 1213867 F 1213867 X 1568882 113395 413159 -6302 520252 1048630 8273 8273 1056903 1372358 413159 413159 959199 8273 8273 967472 PART V, LINE 4: GIVE LOCAL YORK SUSTAINABILITY PART X, LINE 2: U.S. GAAP 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, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: SALE OF INVESTMENTS -6,302. 1 YORK FRESH FOOD FARMS 150 WILLIS ROAD YORK PA 17404 475548242 501(C)(3) 0 10000 FMV DESIGN WORK OPERATING EXPENSES THEATRE ARTS FOR EVERYONE 1604 2ND AVENUE YORK PA 17403 475402481 501(C)(3) 0 10000 FMV DESIGN WORK OPERATING EXPENSES FRIENDS & NEIGHBORS 140 N DUKE STREET YORK PA 17401 262526908 501(C)(3) 0 10000 FMV DESIGN WORK OPERATING EXPENSES YORK BUILDERS ASSOCIATION WORKFORCE NOW FOUNDATION 540 GREENBRIAR ROAD YORK PA 17404 881376845 501(C)(3) 0 10000 FMV DESIGN WORK OPERATING EXPENSES TABBY TRAPPERS 1640 BLUE JAY DRIVE DOVER PA 17315 844859376 501(C)(3) 0 10000 FMV DESIGN WORK OPERATING EXPENSES CRISPUS ATTUCKS ASSOCIATION OF YORK PA 605 SOUTH DUKE ST YORK PA 17401 231365320 501(C)(3) 5083 0 OPERATING EXPENSES LEADERSHIP YORK 238 NORTH GEORGE ST YORK PA 17401 232139541 501(C)(3) 5395 0 OPERATING EXPENSES YORK COUNTY LITERACY COUNCIL 1416 6TH AVENUE YORK PA 17403 232088132 501(C)(3) 5439 0 OPERATING EXPENSES YORK DAY EARLY LEARNING 450 EAST PHILADELPHIA ST YORK PA 17406 231649205 501(C)(3) 5737 0 OPERATING EXPENSES DREAMWRIGHTS CENTER FOR COMMUNITY ARTS 100 CARLISLE AVE YORK PA 17401 232882835 501(C)(3) 5775 0 OPERATING EXPENSES HORN FARM CENTER FOR AGRICULTURAL EDUCATOIN 4945 HORN ROAD YORK PA 17406 201061394 501(C)(3) 5942 0 OPERATING EXPENSES YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 6176 0 OPERATING EXPENSES CREATIVE YORK 10 NORTH BEAVER STREET YORK PA 17401 232616151 501(C)(3) 6178 0 OPERATING EXPENSES CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC 3366 BARWOOD ROAD YORK PA 17406 232496340 501(C)(3) 6180 0 OPERATING EXPENSES WINDY HILL SENIOR CENTER 1472 ROTH CHURCH ROAD SPRING GROVE PA 17362 232342745 501(C)(3) 7569 0 OPERATING EXPENSES YORK COUNTY HISTORY CENTER 250 EAST MARKET STREET YORK PA 17403 231352323 501(C)(3) 7614 0 OPERATING EXPENSES PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 452869258 501(C)(3) 7708 0 OPERATING EXPENSES YORK COUNTY FOOD BANK 254 WEST PRINCESS STREET YORK PA 17401 232452484 501(C)(3) 8046 0 OPERATING EXPENSES KEYSTONE KIDSPACE 10 HAMILTON AVENUE YORK PA 17403 300829212 501(C)(3) 9441 0 OPERATING EXPENSES COMMUNITY PROGRESS COUNCIL 226 EAST COLLEGE AVENUE YORK PA 17403 231653135 501(C)(3) 9733 0 OPERATING EXPENSES COMMUNITY CONNECTIONS FOR CHILDREN (FORMELY CHILD CARE CONSULTANTS) 29 N DUKE ST YORK PA 17401 222842846 501(C)(3) 11723 0 OPERATING EXPENSES UNITED WAY OF YORK COUNTY 140 E MARKET ST 2ND FLOOR YORK PA 17401 231352588 501(C)(3) 14895 0 OPERATING EXPENSES BOY SCOUTS OF AMERICA TROOP 67 - PHILMONT HIGH-ADVENTURE CAMP 3181 JESSICA RD DOVER PA 17315 231365194 501(C)(3) 16446 0 OPERATING EXPENSES YORK COUNTY SPCA 3159 N SUSQUEHANNA TRAIL YORK PA 17406 231399588 501(C)(3) 16974 0 OPERATING EXPENSES YORK SYMPHONY ORCHESTRA 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 17614 0 OPERATING EXPENSES APPELL CENTER FOR THE PERFORMING ARTS 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 19903 0 OPERATING EXPENSES 21 0 X GIVE LOCAL YORK DESIGN 5 58550 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 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 XI, LINE 9: DIFFERENCE IN SALE OF INVESTMENTS -6,302. 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.