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SUNBURY AREA COMMUNITY FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SUNBURY AREA COMMUNITY FOUNDATION (EIN 24-0796877)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349303872
Schema version
2018v3.1
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)
Return2019-05-13T12:07:22-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13003 NORTH FRONT STREET SUITE 101AddressLine1Txt
CityHARRISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN240796877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNBURY AREA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUNBBusinessNameControlTxt
Phone5707523930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM PURDYPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone5707523930PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACEY L RASHPreparerPersonNm
PTINP00252345PTIN
Phone7172321230PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.170.230.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm12:07:10IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4C93932431B96820EA0180683652B78FC8166AA6AtSubmissionCreationDeviceId
At Submission Filing Device Id47E99D1AF6C4B32F249A981E2DA5A5A2A0A6E7FEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM PURDYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$208,820GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CSGIVING.ORG/PARTNERS/SACF.HTMLWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers212TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$665,959PYContributionsGrantsAmt
CY Contributions Grants$76,847CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$90,680PYInvestmentIncomeAmt
CY Investment Income$131,973CYInvestmentIncomeAmt
PY Other Revenue$661,913PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,418,552PYTotalRevenueAmt
CY Total Revenue$208,820CYTotalRevenueAmt
PY Grants And Similar Paid$180,050PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$199,150CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,933CYTotalFundraisingExpenseAmt
PY Other Expenses$94,393PYOtherExpensesAmt
CY Other Expenses$589,415CYOtherExpensesAmt
PY Total Expenses$274,443PYTotalExpensesAmt
CY Total Expenses$788,565CYTotalExpensesAmt
PY Revenues Less Expenses$1,144,109PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$579,745CYRevenuesLessExpensesAmt
Total Assets BOY$6,794,933TotalAssetsBOYAmt
Total Assets EOY$6,078,272TotalAssetsEOYAmt
Total Liabilities BOY$78,475TotalLiabilitiesBOYAmt
Total Liabilities EOY$71,350TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,716,458NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,006,922NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$732,395ExpenseAmt
Grant$199,150GrantAmt
DescTHE SUNBURY AREA COMMUNITY FOUNDATION (SACF) IS A HOSPITAL-CONVERSION FOUNDATION, CREATED IN 2005-2006 THROUGH THE SALE OF THE SUNBURY COMMUNITY HOSPITAL. THE SACF JOINED THE CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION (CSCF) AS AN AFFILIATE IN DECEMBER 2006. CSCF PROVIDES INVESTMENT, ADMINISTRATIVE, AND PROGRAM SUPPORT FOR SACF, WHICH OPERATES SOLELY ON ITS VOLUNTEERS AND HAS NO STAFF OR ADMINISTRATIVE STRUCTURE. THE SACF'S FOCUS IS ON CHILDREN'S HEALTH, EARLY CHILDHOOD, HEALTH-CAREER SCHOLARSHIPS, ORAL HEALTH, AND ISSUES REGARDING THE WORKING POOR. THE CSCF HAD AN INFRASTRUCTURE IN PLACE THAT COULD SERVE AN ENTIRE REGION OF PHILANTHROPISTS. SACF AFFILIATED WITH CSCF FOR EXPERIENCED MANAGEMENT, POOLED INVESTMENTS, AND BACK OFFICE SUPPORT. THE SACF BOARD FOCUSES ITS EFFORTS ON STEWARDSHIP, DEVELOPMENT AND GRANTMAKING FOR THE COMMUNITIES IT SERVES. IN 2018, SACF AWARDED SCHOLARSHIPS TO STUDENTS IN HEALTH CARE RELATED PROGRAMS OF STUDY. THE FOUNDATION ALSO AWARDED GRANTS TO SUPPORT PROGRAMS FOR EARLY CHILDHOOD EDUCATION, FAMILY ASSISTANCE WITH DIAPERS AND FORMULA, YOUTH DIABETES CAMPERSHIPS, HEALTHY FAMILIES, CHILDREN'S BLINDNESS PREVENTION, AND MEDICAL AND DENTAL CLINICS FOR THE UNDER AND UNINSURED.Desc
Total Program Service Expenses$732,395TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTRAL SUSQUEHANNA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5707523930PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1725 WEST FRONT STREETAddressLine1Txt
CityBERWICKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18603ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ADAM PURDY
CHAIR1.00Yes (X)Yes (X)$0$0$0
CORY FASOLD
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
JOHN APPLE
TREASURER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
DONNA SPANGLER BOOP
DIRECTOR1.00Yes (X)$0$0$0
JEFF HOLLENBACH
DIRECTOR1.00Yes (X)$0$0$0
ROBERT C ZIMMERMAN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
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
All Other Contributions$76,847AllOtherContributionsAmt
Total Contributions$76,847TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,973TotalRevenueColumnAmt
Exclusion$131,973ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$208,820TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$131,973ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$157,740TotalAmt
Program Services$157,740ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$41,410TotalAmt
Program Services$41,410ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$72,173TotalAmt
Program Services$18,718ProgramServicesAmt
Management And General$35,522ManagementAndGeneralAmt
Fundraising$17,933FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,720TotalAmt
Program Services$4,720ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$14,801TotalAmt
Program Services$14,801ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$250TotalAmt
Program Services$250ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,715TotalAmt
Management And General$2,715ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
CHANGE IN BENEFICIAL IN$493,839$493,839
AUXILIARY EXPENSES$668$668
MISCELLANEOUS$249$249

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$788,565TotalAmt
Program Services$732,395ProgramServicesAmt
Management And General$38,237ManagementAndGeneralAmt
Fundraising$17,933FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,505BOYAmt
EOY$4,837EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,789,428BOYAmt
EOY$6,073,435EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,794,933BOYAmt
EOY$6,078,272EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$78,475BOYAmt
EOY$71,350EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,475BOYAmt
EOY$71,350EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,505BOYAmt
EOY$4,837EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,710,953BOYAmt
EOY$6,002,085EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,716,458BOYAmt
EOY$6,006,922EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,794,933BOYAmt
EOY$6,078,272EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$579,745ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$129,791OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$665,959CurrentTaxYearMinus1YearAmt
Current Tax Year$76,847CurrentTaxYearAmt
Total$1,019,392TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$137,806CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,001CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$665,959CurrentTaxYearMinus1YearAmt
Current Tax Year$76,847CurrentTaxYearAmt
Total$1,019,392TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$654,031SubstantialContributorsTotAmt
Public Support Total170$365,361PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,055CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$141,942CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$93,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,680CurrentTaxYearMinus1YearAmt
Current Tax Year$131,973CurrentTaxYearAmt
Total$531,662TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,230CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,057CurrentTaxYearMinus1YearAmt
Total$24,621TotalAmt
FieldValueIRS element (for citing)
Total Support$1,575,675TotalSupportAmt
Public Support CY1700.23190PublicSupportCY170Pct
Public Support PY1700.24340PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE SUNBURY AREA COMMUNITY FOUNDATION IS A PUBLICALLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST. THE FOUNDATION SATISFIES THIS TEST DUE TO THE FOLLOWING:1. A HIGH PECENTAGE OF THE FOUNDATION'S SUPPORT COMES FROM THE PUBLIC. DURING THE YEARS ENDED DECEMBER 31, 2014 THROUGH 2018, APPROXIMATELY $624,000 CAME FROM ONE ESTATE AND ONE CHARITABLE LEAD ANNUITY TRUST. HAD THESE AMOUNTS NOT BEEN REPORTED AS EXCESS CONTRIBUTIONS, THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE WOULD HAVE BEEN 63.33% FOR THE FIVE YEARS ENDED DECEMBER 31, 2018.2. THE 10% TEST IS SATISFIED BY SUPPORT FROM A NUMBER OF UNRELATED DONORS (AS OPPOSED TO SUPPORT FROM MEMEBERS OF A SINGLE FAMILY).3. THE FOUNDATION'S GOVERNING BODY REPRESENTS THE BOARD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. BOARD DECISIONS ARE MADE BASED ON THE FOUNDATION'S OVERALL MISSION TO PROMOTE A WIDE VARIETY OF HEALTH AND RELATED COMMUNITY SERVICES, INCLUDING BUT NOT LIMITED TO, MAKING GRANTS TO MAINTAIN AND IMPROVE THE HEALTH CARE OF THE COMMUNITY PREVIOUSLY SERVED BY THE SUNBURY COMMUNITY HOSPITAL. THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AS PART OF ITS ADOPTED BYLAWS. EACH BOARD MEMEBER HAS A BOARD MANUAL THAT INCLUDED A COPY OF THE BYLAWS. 4. THE FOUNDATION PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUOUS BASIS (ANNUAL GRANT/SCHOLARSHIP FUNDING). IN 2018, THE FOUNDATION AWARDED SCHOLARSHIPS TO STUDENTS IN HEALTH CARE RELATED PROGRAMS OF STUDY. THE FOUNDATION ALSO AWARDED GRANTS TO SUPPORT PROGRAMS FOR EARLY CHILDHOOD EDUCATION, FAMILY ASSISTANCE WITH DIAPERS AND FORMULA, YOUTH DIABETES CAMPERSHIPS, HEALTHY FAMILIES, CHILDREN'S BLINDNESS PREVENTION AND MEDICAL AND DENTAL CLINICS FOR THE UNDER AND UNINSURED. 5. THE FOUNDATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THE FOUNDATION REQUIRES ITS GRANTEES TO SUBMIT PERIODIC GRANT REPORTS, TYPICALLY AFTER THE FIRST SIX MONTHS A PROGRAM IS COMPLETED AND FOLLOWING THE COMPLETION OF THE ONE-YEAR GRANT PERIOD. IN SOME CASES, ONLY A FINAL REPORT IS REQUIRED. THE PURPOSE OF THE GRANT REPORT IS TO ENCOURAGE GRANTEES TO SHARE THEIR SUCCESSES AND CHALLENGES WITH THE FOUNDATION. THIS CAN BE AN IMPORTANT WAY TO TAKE A CLOSER LOOK AT THE PROGRESS THE GRANTEE IS MAKING, WHAT IS WORKING OR NOT WORKING, AND PERHAPS MAKE CHANGES, IF NEEDED. IN ADDITION, REPORTS ASSIST THE FOUNDATION IN TRACKING THE OUTCOMES OF PROJECTS AND PROGRAMS IT IS HELPING TO SUPPORT. FINALLY, REPORTS MEET THE FOUNDATION'S NEED FOR ACCURATE FINANCIAL REPORTING ON THE USE OF ITS GRANT FUNDS, FOR AUDITING PURPOSES.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held6DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$8,557DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$6,000DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$619,141DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION$5,193,756
BENEFICIAL INTEREST IN PERPETUAL TRUSTS$420,935
BENEFICIAL INTEREST IN REMAINDER TRUSTS$405,162
BENEFICIAL INTEREST IN LEAD TRUST$53,582
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,073,435TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
A COMMUNITY CLINIC INC
344 MARKET STREETSUNBURYPA17801204051982501(C)(3)$69,500SHIKELLAMY LUNCH PROGRAM, ENDING WEEKEND HUNGER, CORE SUPPORT
CENTRAL SUSQUEHANNA SIGHT SERVICES INC
348 MARKET STREETSUNBURYPA17801240798648501(C)(3)$12,000CSSS 2018 - 2019 PREVENTION OF BLINDNESS PROGRAM FOR YOUNG CHILDREN AND ADULTS
SUSQUEHANNA RIVER VALLEY DENTAL HEALTH CLINIC
335 MARKET STREET SUITE 1SUNBURYPA17801271099832501(C)(3)$20,500PROJECT UNINSURED COMMUNITY CARE ORGANIZATIONAL SUPPORT
SETEBAID SERVICES INC
PO BOX 196WINFIELDPA178890196232979076501(C)(3)$5,700CAMP SETEBAIND THE THE HDYC 2019 CAMPERSHIPS
BIRTHRIGHT OF SUNBURY INC
2063 HOSTA ROADPAXINOSPA17860232304134501(C)(3)$7,500ORGANIZATIONAL SUPPORT, FAMILY ASSISTANCE
SPREADING ANTLERS CHILDREN'S FOUNDATION
26 S 2ND STREETSUNBURYPA17801461545809501(C)(3)$16,000SPREADING ANTLERS CHILDREN'S FOUNDATION SWIM PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSINGLE AND MULTI-YEAR SCHOLARSHIPS FOR STUDENTS FROM THE SUNBURY AREAGrantTypeTxt
Recipient17RecipientCnt
Cash Grant$41,410CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES ITS GRANTEES TO SUBMIT PERIODIC GRANT REPORTS, TYPICALLY AFTER THE FIRST SIX MONTHS A PROGRAM IS COMPLETED AND FOLLOWING THE COMPLETION OF THE ONE-YEAR GRANT PERIOD. IN SOME CASES, ONLY A FINAL REPORT IS REQUIRED. THE PURPOSE OF THE GRANT REPORTS IS TO ENCOURAGE GRANTEES TO SHARE THEIR SUCCESSES AND CHALLENGES WITH THE FOUNDATION. THIS CAN BE AN IMPORTANT WAY TO TAKE A CLOSER LOOK AT THE PROGRESS THE GRANTEE IS MAKING, WHAT IS WORKING OR NOT WORKING, AND PERHAPS MAKE CHANGES, IF NEEDED. IN ADDITION, REPORTS ASSIST THE FOUNDATION IN TRACKING THE OUTCOMES OF PROJECTS AND PROGRAMS IT IS HELPING TO SUPPORT. FINALLY, REPORTS MEET THE FOUNDATION'S NEED FOR ACCURATE FINANCIAL REPORTING ON THE USE OF ITS GRANT FUNDS, FOR AUDITING PURPOSES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE FOUNDATION HAS AN AGREEMENT WITH THE CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION FOR THE ADMINISTRATION OF THE VARIOUS FUNDS OF THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SIGNING AND SUBMISSION.
FORM 990, PART VI, SECTION B, LINE 12CSACF HAS A WRITTEN CONFLICT OF INTEREST POLICY AS PART OF ITS ADOPTED BYLAWS. EACH BOARD MEMBER HAS A BOARD MANUAL THAT INCLUDES A COPY OF THE BYLAWS. A MANUAL IS GIVEN TO NEW DIRECTORS WHEN THEY COME ON THE BOARD. SACF HAS NO EMPLOYEES AND ALL BOARD MEMBERS SERVE AS VOLUNTEERS.
FORM 990, PART VI, SECTION C, LINE 18FORM 990 IS AVAILABLE FOR INSPECTION THROUGH THE SACF LINK AT WWW.CSGIVING.ORG AND ONLINE AT WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19ALL REQUIRED PUBLIC INSPECTION DOCUMENTS ARE AVAILABLE UPON REQUEST FREE OF CHARGE. THE SUNBURY AREA COMMUNITY FOUNDATION IS WORKING TO IMPROVE THE COMMUNICATION OF HOW AND WHERE THOSE DOCUMENTS CAN BE VIEWED.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF PERPETUAL, REMAINDER AND LEAD TRUSTS -129,791.
FORM 990, PART XII, LINE 2C:THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. ALL PROPOSALS ARE REVIEWED BY THE BOARD AND AN ACCOUNTANT IS SELECTED BASED ON THE NEEDS OF THE ORGANIZATION. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.

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