2021-02-10T09:14:05-06:00 2020-09-30 232108173 RKL LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990 2019-10-01 831246505 WHITE ROSE LEADERSHIP INSTITUTE WHIT 7174560366 144 ROOSEVELT AVENUE NO 206 YORK PA 17401 JENNIFER ENGLERTH BOARD CHAIR 7174560366 2021-02-08 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2021-02-08 2019 2022-09-23 18:48:47Z MEAGAN GIVEN 144 ROOSEVELT AVENUE NO 206 YORK PA 17401 721307 0 X WWW.WHITEROSELEADERSHIPINSTITUTE.ORG X 2018 PA STRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 9 9 1 50 0 0 44255 681336 0 39971 0 0 0 -81 44255 721226 0 562093 0 0 17885 105504 0 0 16123 26370 72578 44255 740175 0 -18949 53289 50371 53289 20137 0 30234 THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 0 0 619107 562093 39971 SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 300 YORK COUNTY NONPROFITS. 34395 0 0 PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM. 34395 0 0 PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS. 687897 1 1 0 0 0 0 0 0 0 0 0 0 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 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 PA X MEAGAN GIVEN 7174560366 144 ROOSEVELT AVENUE SUITE 206 YORK PA 17401 JENNY ENGLERTH CHAIRWOMAN & DIRECTOR 1.00 X 0 0 0 LOUIS J CASTRIOTA JR - TIL 61120 VICE CHAIRMAN & 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 1.00 X 0 0 0 TAMARA MILLER DIRECTOR 1.00 X 0 0 0 MEAGAN GIVEN EXECUTIVE DIRECTOR 40.00 X 42923 0 0 42923 0 0 0 0 0 0 0 6211 2003 673122 141690 681336 REGISTRATION PROCEEDS 900099 39971 39971 39971 0 2003 81 -81 -81 721226 39971 0 -81 562093 562093 97650 68354 14648 14648 7854 5498 1178 1178 5803 5803 7318 7318 24595 24595 20818 18623 2116 79 6750 6750 170 153 17 1220 1098 61 61 1047 733 157 157 DUES AND SUBSCRIPTIONS 3817 3817 MISCELLANEOUS 1040 1040 740175 687897 36155 16123 53289 44802 5000 0 569 53289 50371 0 7537 0 12600 53289 0 53289 20137 X 0 881 0 29353 0 30234 53289 50371 -18949 49183 0 X X 0 1 X 1 0 X 0 44255 681336 725591 39971 39971 44255 721307 765562 110750 110750 0 110750 110750 654812 44255 721307 765562 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 0 X 980917 259610 81 259691 721226 0 721226 999866 259610 81 259691 740175 0 740175 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, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 81. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 81. 1 YORK SYMPHONY ORCHESTRA 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 17793 FMV OPERATING UNITED WAY OF YORK COUNTY 800 EAST KING STREET YORK PA 17403 231352588 501(C)(3) 13302 FMV OPERATING APPELL CENTER FOR THE PERFORMING ARTS 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 9766 FMV OPERATING COMMUNITY PROGRESS COUNCIL 226 EAST COLLEGE AVENUE YORK PA 17403 231653135 501(C)(3) 9084 FMV OPERATING HUMAN LIFE SERVICES INC 742 SOUTH GEORGE STREET YORK PA 17401 222625105 501(C)(3) 8559 FMV OPERATING YORK COUNTY FOOD BANK 254 WEST PRINCESS STREET YORK PA 17401 232452484 501(C)(3) 8441 FMV OPERATING YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 8131 FMV OPERATING YORK COUNTY HISTORY CENTER 250 EAST MARKET STREET YORK PA 17403 231352323 501(C)(3) 7596 FMV OPERATING CREATIVE YORK 10-20 NORTH BEAVER STREET YORK PA 17401 232616151 501(C)(3) 7407 FMV OPERATING YORK COUNTY BAR FOUNDATION 137 EAST MARKET STREET YORK PA 17401 232647164 501(C)(3) 7153 FMV OPERATING EICHELBERGER PERFORMING ARTS CENTER 195 STOCK STREET SUITE 200 HANOVER PA 17331 232915952 501(C)(3) 7043 FMV OPERATING CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC 75 GREEN VALLEY RD YORK PA 17405 232496340 501(C)(3) 6436 FMV OPERATING WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 231629016 501(C)(3) 6122 FMV OPERATING KEYSTONE KIDSPACE 369 N GEORGE STREET YORK PA 17401 300829212 501(C)(3) 6065 FMV OPERATING KATALLASSO FAMILY HEALTH CENTER 38 SOUTH BELVIDERE AVENUE YORK PA 17401 453170905 501(C)(3) 6059 FMV OPERATING YORK DAY NURSERY INC 450 EAST PHILADELPHIA STREET YORK PA 17403 231649205 501(C)(3) 5559 FMV OPERATING YORK COUNTY LITERACY COUNCIL 800 EAST KING STREET YORK PA 17403 232088132 501(C)(3) 5433 FMV OPERATING LEADERSHIP YORK 238 N GEORGE STREET YORK PA 17401 232139541 501(C)(3) 10000 FMV 6 MONTHS OF WEB SERVICES WEB SERVICES 18 X EVENT PRIZES FOR GIVE LOCAL DAY 3 141690 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS THE NUMBER OF DONORS THAT CONTRIBUTED THE PRIZES FOR PARTICIPANTS OF GIVE LOCAL DAY 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 THE PROCESS FOR DETERMINING COMPENSATION IS ANNUALLY REVIEWED AND APPROVED BY BOARD MEMBERS. 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 A CHANGE FROM PRIOR YEAR WHEN AN AUDIT WAS NOT NEEDED.