SUNBURY AREA COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUNBURY AREA COMMUNITY FOUNDATION (EIN 24-0796877)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201801359349302120
- Schema version
- 2017v2.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:50:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251622758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER DUESSEL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 NORTH FRONT STREET SUITE 101 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240796877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBURY AREA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNB | BusinessNameControlTxt |
| Phone | 5707523930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 WEST FRONT STREET | AddressLine1Txt |
| City | BERWICK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM PURDY | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5707523930 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACEY L RASH | PreparerPersonNm |
| PTIN | P00252345 | PTIN |
| Phone | 7172321230 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM PURDY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 WEST FRONT STREET | AddressLine1Txt |
| City | BERWICK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,418,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSGIVING.ORG/PARTNERS/SACF.HTML | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 196 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $86,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $665,959 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93,012 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,680 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211,649 | PYOtherRevenueAmt |
| CY Other Revenue | $661,913 | CYOtherRevenueAmt |
| PY Total Revenue | $390,662 | PYTotalRevenueAmt |
| CY Total Revenue | $1,418,552 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $184,947 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $180,050 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,440 | PYOtherExpensesAmt |
| CY Other Expenses | $94,393 | CYOtherExpensesAmt |
| PY Total Expenses | $282,387 | PYTotalExpensesAmt |
| CY Total Expenses | $274,443 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $108,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,144,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,762,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,794,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,475 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,678,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,716,458 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $221,367 | ExpenseAmt |
| Grant | $180,050 | GrantAmt |
| Revenue | $4,057 | RevenueAmt |
| Desc | THE 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 2017, 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 | $221,367 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5707523930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 WEST FRONT STREET | AddressLine1Txt |
| City | BERWICK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ADAM PURDY | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CORY FASOLD | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN APPLE | ||||||
| TREASURER/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA SPANGLER BOOP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF HOLLENBACH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WIEST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C ZIMMERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $665,959 | AllOtherContributionsAmt |
| Total Contributions | $665,959 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,680 | TotalRevenueColumnAmt |
| Exclusion | $90,680 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CHANGE IN BENEFICIAL I | 900099 | $657,856 | $657,856 | |
| AUXILIARY INCOME | 900099 | $2,445 | $2,445 | |
| MISCELLANEOUS INCOME | 900099 | $1,612 | $1,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $661,913 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,418,552 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $748,536 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,100 | TotalAmt |
| Program Services | $153,100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,950 | TotalAmt |
| Program Services | $26,950 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,231 | TotalAmt |
| Program Services | $17,870 | ProgramServicesAmt |
| Management And General | $33,466 | ManagementAndGeneralAmt |
| Fundraising | $16,895 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,060 | TotalAmt |
| Program Services | $4,060 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,252 | TotalAmt |
| Program Services | $15,252 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,715 | TotalAmt |
| Management And General | $2,715 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AUXILIARY EXPENSES | $2,207 | $2,207 |
| MISCELLANEOUS | $1,828 | $1,828 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,443 | TotalAmt |
| Program Services | $221,367 | ProgramServicesAmt |
| Management And General | $36,181 | ManagementAndGeneralAmt |
| Fundraising | $16,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265 | BOYAmt |
| EOY | $5,505 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,757,295 | BOYAmt |
| EOY | $6,789,428 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,762,560 | BOYAmt |
| EOY | $6,794,933 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,748 | BOYAmt |
| EOY | $78,475 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,748 | BOYAmt |
| EOY | $78,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265 | BOYAmt |
| EOY | $5,505 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,673,547 | BOYAmt |
| EOY | $6,710,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,678,812 | BOYAmt |
| EOY | $6,716,458 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,762,560 | BOYAmt |
| EOY | $6,794,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,144,109 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$106,463 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665,959 | CurrentTaxYearAmt |
| Total | $1,068,983 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665,959 | CurrentTaxYearAmt |
| Total | $1,068,983 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $686,581 | SubstantialContributorsTotAmt |
| Public Support Total170 | $382,402 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,680 | CurrentTaxYearAmt |
| Total | $473,351 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,057 | CurrentTaxYearAmt |
| Total | $28,861 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,571,195 | TotalSupportAmt |
| Public Support CY170 | 0.24340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.26670 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: THE 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, 2013 THROUGH 2017, APPROXIMATELY $656,000 CAME FROM TWO ESTATES AND ONE CHARITABLE LEAD ANNUITY TRUST. HAD THESE AMOUNTS NOT BEEN REPORTED AS EXCESS CONTRIBUTIONS, THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE WOULD HAVE BEEN 68.04% FOR THE FIVE YEARS ENDED DECEMBER 31, 2017.2. 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 2017, 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
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $537,739 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $6,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $665,678 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION | $5,779,958 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $469,569 |
| BENEFICIAL INTEREST IN REMAINDER TRUSTS | $437,041 |
| BENEFICIAL INTEREST IN LEAD TRUST | $102,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,789,428 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A COMMUNITY CLINIC INC | |||||||
| 344 MARKET STREET | SUNBURY | PA | 17801 | 204051982 | 501(C)(3) | $69,000 | CORE SUPPORT |
| CENTRAL SUSQUEHANNA SIGHT SERVICES INC | |||||||
| 348 MARKET STREET | SUNBURY | PA | 17801 | 240798648 | 501(C)(3) | $12,000 | PREVENTION OF BLINDNESS PROGRAM |
| SUSQUEHANNA RIVER VALLEY DENTAL HEALTH CLINIC | |||||||
| 335 MARKET STREET SUITE 1 | SUNBURY | PA | 17801 | 271099832 | 501(C)(3) | $22,100 | PROJECT UNINSURED COMMUNITY CARE |
| SETEBAID SERVICES INC | |||||||
| PO BOX 196 | WINFIELD | PA | 178890196 | 232979076 | 501(C)(3) | $5,500 | CAMPERSHIPS |
| BIRTHRIGHT OF SUNBURY INC | |||||||
| 40 SOUTH 5TH STREET SUITE 1 | SUNBURY | PA | 17801 | 232304134 | 501(C)(3) | $7,200 | FAMILY ASSISTANCE FOR DIAPERS AND FORMULA |
| SPREADING ANTLERS CHILDREN'S FOUNDATION | |||||||
| 26 S 2ND STREET | SUNBURY | PA | 17801 | 461545809 | 501(C)(3) | $16,000 | SPREADING ANTLERS CHILDREN'S FOUNDATION SWIM PROGRAM |
| PRIESTLEY-FORSYTH MEMORIAL LIBRARY | |||||||
| 100 KING STREET | NORTHUMBERLAND | PA | 17857 | 240803611 | 501(C)(3) | $10,400 | CHILDREN'S LIBRARY: HVAC AND WEATHERIZATION |
| BUFFALO VALLEY REGIONAL TRAINING CENTER | |||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | 475551251 | 501(C)(3) | $6,000 | YOUTH CLUB |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SINGLE AND MULTI-YEAR SCHOLARSHIPS FOR STUDENTS FROM THE SUNBURY AREA | GrantTypeTxt |
| Recipient | 13 | RecipientCnt |
| Cash Grant | $26,950 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE 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 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SIGNING AND SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | SACF 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 18 | FORM 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 19 | ALL 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 -114,309. GRANT REFUND 7,846. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBLITY 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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