2017-08-16T13:05:44-05:00 2016-12-31 262728289 MCCALL SCANLON & TICE LLC 5500 CORPORATE DR 240 PITTSBURGH PA 15237 990 2016-01-01 311625798 COMMUNITY FOUNDATION SERVING THE HEART OF WESTERN PENNSYLVANIA COMM 7245485897 220 S JEFFERSON STREET KITTANNING PA 16201 CHASE MCCLISTER PRESIDENT 7245485897 2017-08-11 1 RICHARD J TICE P01861732 4126359314 2017-08-11 96.83.164.209 2017-08-11 13:19:36 ED P 110B0D58FD7C5CD0B0A7E25818BC5B6A886314E0 110B0D58FD7C5CD0B0A7E25818BC5B6A886314E0 2016 2021-01-29 14:40:06Z JODI BEERS 220 S JEFFERSON ST KITTANNING PA 16201 661531 0 X WWW.SERVINGTHEHEART.ORG X 1998 PA THE FOUNDATION DEVELOPS, MANAGES AND DISTRIBUTES CHARITABLE FUNDING TO MEET EXISTING AND CHANGING COMMUNITY NEEDS. 7 7 3 5 0 0 951459 434717 0 0 -229203 226814 961 -6759 723217 654772 1243578 439291 0 0 128988 126883 0 0 49399 55682 63100 1428248 629274 -705031 25498 7791014 8083622 61316 41310 7729698 8042312 THE FOUNDATION DEVELOPS, MANAGES AND DISTRIBUTES CHARITABLE FUNDNG TO MEET EXISTING AND CHANGING COMMUNITY NEEDS. 0 0 505727 439291 COMMUNITY FOUNDATION SERVING THE HEART OF WESTERN PENNSYLVANIA IS A NONPROFIT CORPORATION INCORPORATED TO MEET THE NEEDS OF INDIVIDUALS AND CHARITABLE AGENCIES WITHIN THE COUNTY AND SURROUNDING REGION. SINCE INCEPTION, THE FOUNDATION HAS ALLOWED DONORS AND NONPROFIT ORGANIZATIONS TO WORK TOGETHER TO IMPROVE THE QUALITY OF LIFE IN THE AREA. THE PURPOSE OF THE ORGANIZATION IS TO DEVELOP, MANAGE AND DISTRIBUTE CHARITABLE FUNDING TO MEET EXISTING AND CHANGING COMMUNITY NEEDS. 505727 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 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 3 1 0 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 1 0 PA X X EXECUTIVE DIRECTOR 7245485897 220 S JEFFERSON ST KITTANNING PA 16201 CHASE MCCLISTER PRESIDENT 5.00 X X 0 0 0 CHRISTINE MOSS VICE PRESIDENT 5.00 X X 0 0 0 AUTUMN VORPE-SEYLER SECRETARY/TREASURER 5.00 X X 0 0 0 LANCE WHITEMAN DIRECTOR 5.00 X 0 0 0 FRANK BAKER DIRECTOR 1.00 X 0 0 0 SANDY BRADIGAN DIRECTOR 1.00 X 0 0 0 RICHARD SNYDER DIRECTOR EMERITUS 1.00 X 0 0 0 KAREN WAUGAMAN DIRECTOR 1.00 X 0 0 0 DINA BLAKE DIRECTOR 1.00 X 0 0 0 MINDY KNAPPENBERGER EXEC. DIRECTOR 40.00 X 63128 0 1894 63128 0 1894 0 0 0 0 0 434717 434717 226814 226814 0 6759 -6759 -6759 654772 226814 0 -6759 266421 266421 172870 172870 65022 32511 16256 16255 47347 11838 23673 11836 3296 825 1648 823 1186 297 593 296 10032 4013 3511 2508 9500 9500 1440 576 288 576 3427 1371 342 1714 17194 4299 8597 4298 10906 4363 2181 4362 858 343 172 343 5600 1400 2800 1400 3128 1252 626 1250 MISCELLANEOUS 5803 1451 2901 1451 PRINTING & POSTAGE 3907 1563 390 1954 DUES & SUBSCRIPTIONS 1337 334 670 333 629274 505727 74148 49399 50217 21997 177747 191952 2720 2852 29600 7933 17667 21667 7542663 7845154 7791014 8083622 23776 11110 37540 30200 61316 41310 X 518358 428751 7211340 7613561 7729698 8042312 7791014 8083622 25498 287116 0 X X 0 1 X 1 0 X 910149 1594840 875593 951459 434717 4766758 910149 1594840 875593 951459 434717 4766758 4766758 267645 305841 72258 -229203 513930 930471 31981 30340 30238 10545 103104 5800333 0.82180 0.87350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 18550 242839 4419584 1 1 7211340 383751 520239 439291 10673 51805 7613561 7899261 917200 -158893 1243578 147235 55415 7211340 7609759 875593 268622 707986 20486 126241 7899261 5631817 1594840 1233300 648878 128962 72358 7609759 4850047 900316 629753 639795 55811 52693 5631817 1.00000 0 0 29600 7933 21667 21667 948647 293875 293875 654772 0 654772 636033 6759 6759 629274 0 629274 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED GAIN (LOSS) ON INVESTMENTS 287,116. SPECIAL EVENT EXPENSES 6,759. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 6,759. 1 RICHARD G SNYDER YMCA 1150 N WATER ST KITTANNING PA 16201 251034424 501(C)(3) 73746 OPERATING FUND ST JOHN'S LUTHERAN CHURCH 218 N JEFFERSON ST KITTANNING PA 16201 251044103 10000 OPERATING FUND EVANGEL HEIGHTS CHRISTIAN ACADEMY 120 BEALE RD SARVER PA 16055 251387208 5000 OPERATING FUND DIVINE REDEEMER 726 4TH AVE FORD CITY PA 16226 251249097 5000 OPERATING FUND PROGRESSIVE WORKSHOP 301 OAK AVE KITTANNING PA 16201 251193788 501(C)(3) 7366 OPERATING FUND LIFE CHOICES 15A FRANKLIN VILLAGE MALL KITTANNING PA 16201 251482633 501(C)(3) 5175 OPERATING FUND UNION FIRST PRESBYTERIAN CHURCH 824 EAST BRADY RD COWANSVILLE PA 16218 27000 OPERATING FUND FORD CITY PUBLIC LIBRARY 1136 4TH AVE FORD CITY PA 16226 256001470 7591 OPERATING FUND HAVIN PO BOX 983 KITTANNING PA 16201 251393025 13170 OPERATING FUND PARKER PERSONAL CARE 103 SEWARD ST PARKER PA 16049 205821889 35000 OPERATING FUND ALLEGHENY COLLEGE FINANCIAL AID OFFICE MEADVILLE PA 16335 6300 OPERATING FUND DUQUESNE UNIVERSITY OFFICE OF FINANCIAL AID PITTSBURGH PA 15282 9000 OPERATING FUND FREEPORT MEALS ON WHEELS 211 FOURTH STREET FREEPORT PA 16229 270583556 8000 OPERATING FUND FREEPORT RENAISSANCE ASSOCIATION PO BOX 262 FREEPORT PA 16229 050628599 5150 OPERATING FUND INDIANA UNIVERSITY OF PENNSYLVANIA BURSAR OFFICE CLARK HALL LOBBY INDIANA PA 15705 13550 OPERATING FUND PENN STATE UNIVERSITY STUDENT FINANCIAL SERVICES UNIVERSITY PARK PA 16801 11000 OPERATING FUND POST-SECONDARY SCHOLARSHIPS 38 65250 EDUCATIONAL INCOME TAX CREDIT - SCHOLARSHIPS 494 107620 PART I, LINE 2: ORGANIZATIONS AND INDIVIDUALS RECEIVING GRANTS FROM THE FOUNDATION ARE REQUIRED TO SPEND THE FUNDS WITHIN ONE YEAR OF THE CHECK DATE, AND MUST SUBMIT A FINAL GRANT & BUDGET REPORT. THE FORM FOR THIS REPORT IS PROVIDED BY THE FOUNDATION AND ADDRESSES THE AMOUNTS AND PURPOSES FOR WHICH THE GRANT WAS USED, AS WELL AS THE OUTCOMES ACHIEVED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 AND ATTACHMENTS WERE PROVIDED TO MEMBERS OF THE AUDIT COMMITTEE AND BOARD OF DIRECTORS. THE INFORMATION ON FORM 990 WAS COMPARED TO THE FINANCIAL INFORMATION ON THE AUDITED FINANCIAL STATEMENTS AND APPROVED BY MEMBERS OF THE AUDIT COMMITTEE. THE ADDITIONAL INFORMATION, RELATED QUESTIONS, ETC. INCLUDED ON FORM 990 AND ATTACHMENTS WERE REVIEWED AND APPROVED BY MEMBERS OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S WRITTEN CONFLICT OF INTEREST POLICY STATES THAT THERE IS AN OBLIGATION TO REVEAL ANY POTENTIAL CONFLICTS OF INTEREST AND DISCLOSE THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN. ALL BOARD MEMBERS AND EMPLOYEES WILL REVIEW AND SIGN A STATEMENT OF AFFIRMATION ANNUALLY REGARDING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE REVIEWED ANNUALLY AND COMPARED TO COMPARABILITY DATA. SALARY INCREASES MUST BE APPROVED BY THE BOARD OF DIRECTORS AND REPORTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE FOUNDATION'S OVERSIGHT OR SELECTION PROCESS IN 2016.