2018-05-15T08:50:45-05:00 2017-12-31 251622758 MAHER DUESSEL CPA'S 3003 NORTH FRONT STREET SUITE 101 HARRISBURG PA 17110 990 2017-01-01 240796877 SUNBURY AREA COMMUNITY FOUNDATION SUNB 5707523930 725 WEST FRONT STREET BERWICK PA 18603 ADAM PURDY BOARD CHAIR 5707523930 2018-05-15 1 TRACEY L RASH P00252345 7172321230 2017 2022-09-23 18:48:47Z ADAM PURDY 725 WEST FRONT STREET BERWICK PA 18603 1418552 0 X WWW.CSGIVING.ORG/PARTNERS/SACF.HTML X 2005 PA 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. 7 7 0 196 0 0 86001 665959 0 0 93012 90680 211649 661913 390662 1418552 184947 180050 0 0 0 0 0 0 16895 97440 94393 282387 274443 108275 1144109 5762560 6794933 83748 78475 5678812 6716458 X 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. 0 0 221367 180050 4057 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. 221367 1 1 0 0 0 1 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X CENTRAL SUSQUEHANNA COMMUNITY FOUNDATION 5707523930 725 WEST FRONT STREET BERWICK PA 18603 X ADAM PURDY CHAIR 1.00 X X 0 0 0 CORY FASOLD VICE CHAIR 1.00 X X 0 0 0 JOHN APPLE TREASURER/SECRETARY 1.00 X X 0 0 0 DONNA SPANGLER BOOP DIRECTOR 1.00 X 0 0 0 JEFF HOLLENBACH DIRECTOR 1.00 X 0 0 0 KAREN WIEST DIRECTOR 1.00 X 0 0 0 ROBERT C ZIMMERMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 665959 665959 90680 90680 CHANGE IN BENEFICIAL I 900099 657856 657856 AUXILIARY INCOME 900099 2445 2445 MISCELLANEOUS INCOME 900099 1612 1612 661913 1418552 4057 0 748536 153100 153100 26950 26950 68231 17870 33466 16895 4060 4060 15252 15252 100 100 2715 2715 AUXILIARY EXPENSES 2207 2207 MISCELLANEOUS 1828 1828 274443 221367 36181 16895 5265 5505 5757295 6789428 5762560 6794933 83748 78475 83748 78475 X 5265 5505 5673547 6710953 5678812 6716458 5762560 6794933 X 1144109 -106463 X X 1 X 0 1 0 X 126438 52779 137806 86001 665959 1068983 126438 52779 137806 86001 665959 1068983 686581 382402 73662 74055 141942 93012 90680 473351 4240 3841 13493 3230 4057 28861 1571195 0.24340 0.26670 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 537739 6000 665678 1 1 0 BENEFICIAL INTEREST IN NET ASSETS OF A COMMUNITY FOUNDATION 5779958 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 469569 BENEFICIAL INTEREST IN REMAINDER TRUSTS 437041 BENEFICIAL INTEREST IN LEAD TRUST 102860 6789428 1 A COMMUNITY CLINIC INC 344 MARKET STREET SUNBURY PA 17801 204051982 501(C)(3) 69000 CORE SUPPORT CENTRAL SUSQUEHANNA SIGHT SERVICES INC 348 MARKET STREET SUNBURY PA 17801 240798648 501(C)(3) 12000 PREVENTION OF BLINDNESS PROGRAM SUSQUEHANNA RIVER VALLEY DENTAL HEALTH CLINIC 335 MARKET STREET SUITE 1 SUNBURY PA 17801 271099832 501(C)(3) 22100 PROJECT UNINSURED COMMUNITY CARE SETEBAID SERVICES INC PO BOX 196 WINFIELD PA 178890196 232979076 501(C)(3) 5500 CAMPERSHIPS BIRTHRIGHT OF SUNBURY INC 40 SOUTH 5TH STREET SUITE 1 SUNBURY PA 17801 232304134 501(C)(3) 7200 FAMILY ASSISTANCE FOR DIAPERS AND FORMULA SPREADING ANTLERS CHILDREN'S FOUNDATION 26 S 2ND STREET SUNBURY PA 17801 461545809 501(C)(3) 16000 SPREADING ANTLERS CHILDREN'S FOUNDATION SWIM PROGRAM PRIESTLEY-FORSYTH MEMORIAL LIBRARY 100 KING STREET NORTHUMBERLAND PA 17857 240803611 501(C)(3) 10400 CHILDREN'S LIBRARY: HVAC AND WEATHERIZATION BUFFALO VALLEY REGIONAL TRAINING CENTER 701 MOORE AVE LEWISBURG PA 17837 475551251 501(C)(3) 6000 YOUTH CLUB 8 SINGLE AND MULTI-YEAR SCHOLARSHIPS FOR STUDENTS FROM THE SUNBURY AREA 13 26950 PART I, LINE 2: 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. 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.