2026-01-13T09:57:28-06:00 2025-06-30 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2024-07-01 232876177 TEAM PENNSYLVANIA FOUNDATION TEAM 7172331375 320 MARKET STREET 600W HARRISBURG PA 17101 ABBY SMITH PRESIDENT & CEO 7172331375 2026-01-13 1 1 DAVID J MANBECK CPA P00773661 7177617210 2024 2025-03-06 01:10:19Z ABBY SMITH 320 MARKET STREET 600W HARRISBURG PA 17101 5620921 0 X WWW.TEAMPA.COM X 1997 PA ACCELERATING PENNSYLVANIA'S ECONOMIC GROWTH THROUGH PUBLIC-PRIVATE PARTNERSHIP 46 44 13 60 0 0 980345 1177709 1388687 1517365 301490 241979 82652 196481 2753174 3133534 0 0 0 0 1435059 1458157 0 0 226007 2101004 2481237 3536063 3939394 -782889 -805860 10337036 10240001 1981854 2097791 8355182 8142210 X WORKING TOGETHER FOR ALL PENNSYLVANIANS IN PUBLIC-PRIVATE PARTNERSHIP, WE ACCELERATE THE COMMONWEALTH'S LONG-TERM ECONOMIC FUTURE 0 0 1362321 90566 IMPACT AND INNOVATION INITIATIVESTHE IMPACT AND INNOVATION INITIATIVES ARE TEAM PENNSYLVANIA'S INDEPENDENT, CORE PORTFOLIO OF WORK. WE ARE THE STATE'S TRUSTED NEUTRAL BROKER AND COVENER, AND WE COMBINE COLLABORATION WITH STRATEGIC INVESTMENT OF PUBLIC AND PRIVATE FUNDS TO ACCELERATE PENNSYLVANIA'S ECONOMY. A CORE FOCUS OF OUR WORK IS THE CONVENING OF CROSS-SECTOR COLLABORATIVES IN AGRICULTURE, ENERGY, MANUFACTURING, AND ROBOTICS/TECHNOLOGY. EACH COLLABORATIVE INCLUDES POLICY MAKERS AND BUSINESS LEADERS FROM ACROSS THE COMMONWEALTH, AS WELL AS LEADERS OF LABOR, ACADEMIA, AND NONPROFITS. THEIR MAIN PURPOSE IS TO CREATE THE CONDITIONS FOR INNOVATIVE, TECHNOLOGICAL, AND MARKET-DRIVEN SOLUTIONS THAT POSITION PENNSYLVANIA AS A LEADER AMONG STATES AND A COMPETITOR AMONG NATIONS, MAXIMIZING IMPACT FOR THE COMMONWEALTH WHILE CREATING EQUITY AND ECONOMIC OPPORTUNITY FOR ALL PENNSYLVANIANS. 1001760 1001760 ECONOMIC DEVELOPMENT GRANTTEAM PENNSYLVANIA BOTH STAFFS AND CONTRACTS WITH CONSULTING SUPPORT TO CARRY OUT ECONOMIC DEVELOPMENT ACTIVITIES IN PARTNERSHIP WITH DCED, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: STRENGTHENING THE MANUFACTURING SECTOR, SUPPORTING THE BUILDOUT OF CROSS-SECTOR COLLABORATIVES, PROMOTING INNOVATION, AND ENSURING THAT PENNSYLVANIA IS COMPETITIVE THROUGH SITE READINESS. 442834 4000 EARLY LEARNING INVESTMENT COMMISSIONTHE EARLY LEARNING INVESTMENT COMMISSION (ELIC) WAS CREATED BY EXECUTIVE ORDER 2008-08 TO BUILD A PARTNERSHIP BETWEEN THE PUBLIC SECTOR AND BUSINESS COMMUNITY ON THE VALUE OF PUBLIC INVESTMENT IN EARLY LEARNING, FOCUSING ON PRACTICES THAT ARE EDUCATIONALLY, ECONOMICALLY AND SCIENTIFICALLY SOUND. ELIC SEEKS TO IDENTIFY PUBLIC-PRIVATE STRATEGIES DEDICATED TO SUPPORTING AND ADVANCING PENNSYLVANIA'S EARLY LEARNING AND ECONOMIC DEVELOPMENT THROUGH SELECTED PROJECTS. 254160 183878 ACCELERATING TECHNOLOGY ADOPTION TO ENHANCE MANUFACTURING COMPETITIVENESSTEAM PENNSYLVANIA WAS AWARDED A GRANT OF NEARLY $380,000 FROM THE APPALACHIAN REGIONAL COMMISSION (ARC) FOR ITS PENNSYLVANIA MANUFACTURING COMPETITIVENESS COLLABORATIVE. THE GRANT WILL BE SUPPLEMENTED BY STATE AND PRIVATE FUNDING THAT WILL RESULT IN A TOTAL INVESTMENT OF $750,000 IN THIS WORK, ENABLING THE PUBLIC-PRIVATE NETWORK OF PARTNERS TO MAKE MANUFACTURING IN THE COMMONWEALTH MORE COMPETITIVE. 138902 138902 ECONOMIC COMPETITIVENESSIN PARTNERSHIP WITH DCED, TEAM PENNSYLVANIA SUPPORTS STRATEGIC SPONSORSHIPS, EVENTS, AND OTHER ECONOMIC DEVELOPMENT ACTIVITIES. 1382 60000 INTERNATIONAL BUSINESS SUPPORTTEAM PENNSYLVANIA SUPPORTS DCED'S OFFICE OF INTERNATIONAL BUSINESS DEVELOPMENT (OIBD) IN THEIR EFFORTS TO INCREASE PENNSYLVANIA EXPORTS AND SECURE FOREIGN DIRECT INVESTMENT. 46692 0 ROBOTICS AND TECHNOLOGY CROSS-SECTOR COLLABORATIVEUSING FUNDS THAT HAD BEEN ORIGINALLY RESTRICTED FOR BUILDING BROADBAND INFRASTRUCTURE BUT RELEASED THROUGH THE ORPHANS COURT IN 2022 SO THAT THEY COULD BE USED MORE BROADLY TOWARD TEAM PENNSYLVANIA'S MISSION-ALIGN ACTIVITIES, A ROBOTICS AND TECHNOLOGY CROSS-SECTOR COLLABORATIVE WAS LAUNCHED IN FEBRUARY 2024. 28890 119627 ADMINISTRATIVE SUPPORT FOR PA COUNCIL ON THE ARTSUSING FUNDS AWARDED IN A GRANT FROM THE PENNSYLVANIA COUNCIL ON THE ARTS (THE COUNCIL), TEAM PENNSYLVANIA PROVIDED ADMINISTRATIVE SUPPORT TOWARDS THE COUNCIL'S DEVELOPMENT AND PROJECT MANAGEMENT EFFORTS, INCLUDING DISTRIBUTING GRANT AWARDS TO SELECTED APPLICANTS. 63868 63868 ECONOMIC IMPACT OF AGRICULTURAL ACTIVITY IN PENNSYLVANIA:USING FUNDS FROM A PENNSYLVANIA DEPARTMENT OF AGRICULTURE GRANT, TEAM PENNSYLVANIA ISSUED A STATEWIDE ECONOMIC ANALYSIS THAT MEASURED THE ECONOMIC IMPACT OF AGRICULTURE ACTIVITY IN THE STATE FROM 2012 TO 2022. 51245 51245 AGRICULTURE 10-YEAR ECONOMIC DEVELOPMENT STRATEGYAGRICULTURE IS ONE OF FIVE SECTORS IDENTIFIED BY GOVERNOR SHAPIRO'S 10-YEAR ECONOMIC DEVELOPMENT STRATEGY RELEASED IN JANUARY 2024. THIS PROJECT FOCUSES SPECIFICALLY ON PENNSYLVANIA AGRICULTURE AND PROVIDES ANALYSIS, RESEARCH, IDEAS, AND INITIATIVES TO HELP INFORM A STATE-WIDE LONG-TERM ROAD MAP FOR FOOD AND AGRICULTURE IN THE COMMONWEALTH. 4222 0 DIGITAL LITERACYTEAM PENNSYLVANIA PROVIDES SUPPORT FOR DIGITAL LITERACY ACTIVITIES. 589361 617520 3396276 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 22 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 46 44 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X ABBY SMITH PRESIDENT & CEO 7172331375 320 MARKET STREET SUITE 600W HARRISBURG PA 17101 ABBY SMITH PRESIDENT & CEO 50.00 X 213964 0 6419 JOHN PACKER CONTRACTED CFO 10.00 X 0 0 0 ANDREA HEBERLEIN PA ELIC, EXECUTIVE DIRECTOR 40.00 X 125642 0 0 LISA RIGGS SENIOR MANAGING DIRECTOR, ECONOMIC GROWTH STRATEGY 40.00 X 186083 0 0 HON JOSH SHAPIRO CO-CHAIR 1.00 X X 0 0 0 BRIAN JACKSON CO-CHAIR 1.00 X X 0 0 0 SHANNON MASSEY VICE CHAIR 1.00 X X 0 0 0 TIFFANY WILSON TREASURER 1.00 X X 0 0 0 EDWIN HILL JR SECRETARY 1.00 X X 0 0 0 BRENDA ALLEN DIRECTOR 1.00 X 0 0 0 RON BELLDEGRUN DIRECTOR 1.00 X 0 0 0 NEELI BENDAPUDI DIRECTOR 1.00 X 0 0 0 CHRIS BINGAMAN DIRECTOR 1.00 X 0 0 0 SHEILAH BORNE DIRECTOR 1.00 X 0 0 0 JOEL BURSTEIN DIRECTOR 1.00 X 0 0 0 HON AMANDA CAPPELLETTI DIRECTOR 1.00 X 0 0 0 TIM CHARLESWORTH DIRECTOR 1.00 X 0 0 0 RONN CORT DIRECTOR 1.00 X 0 0 0 DAVID DAVIS DIRECTOR 1.00 X 0 0 0 MICHAEL DUCKER DIRECTOR 1.00 X 0 0 0 CARRIE EGLINTON MANNER DIRECTOR 1.00 X 0 0 0 JACQUELINE FIDLER DIRECTOR 1.00 X 0 0 0 CHAD FIRESTONE DIRECTOR 1.00 X 0 0 0 JACKIE FOOR DIRECTOR 1.00 X 0 0 0 HON VALERIE GAYDOS DIRECTOR 1.00 X 0 0 0 BERNIE HALL DIRECTOR 1.00 X 0 0 0 KRISTA JOHNSON DIRECTOR 1.00 X 0 0 0 BRAD JONES DIRECTOR 1.00 X 0 0 0 SANDEEPA KALEIDA DIRECTOR 1.00 X 0 0 0 HON PATTY KIM DIRECTOR 1.00 X 0 0 0 SEAN LUTHER DIRECTOR 1.00 X 0 0 0 KEVIN MAHONEY DIRECTOR 1.00 X 0 0 0 HON KRISTIN MARCELL DIRECTOR 1.00 X 0 0 0 HON KYLE MULLINS DIRECTOR 1.00 X 0 0 0 KHALID MUMIN DIRECTOR 1.00 X 0 0 0 JENNIFER MURPHY DIRECTOR 1.00 X 0 0 0 TIM NECASTRO DIRECTOR 1.00 X 0 0 0 HAYLEY PAINTER DIRECTOR 1.00 X 0 0 0 CHARLES PATTERSON DIRECTOR 1.00 X 0 0 0 ERIC PATTON DIRECTOR 1.00 X 0 0 0 HON RUSSELL REDDING DIRECTOR 1.00 X 0 0 0 ERIC REED DIRECTOR 1.00 X 0 0 0 HON DEVLIN ROBINSON DIRECTOR 1.00 X 0 0 0 HON CARRIE ROWE DIRECTOR 1.00 X 0 0 0 HON RICK SIGER DIRECTOR 1.00 X 0 0 0 DARREN THOMPSON DIRECTOR 1.00 X 0 0 0 EVAN URBANIA DIRECTOR 1.00 X 0 0 0 RANDY VULAKOVICH DIRECTOR 1.00 X 0 0 0 HON NANCY WALKER DIRECTOR 1.00 X 0 0 0 PATRICK WITMER DIRECTOR 1.00 X 0 0 0 525689 0 6419 3 0 1 0 THE BOSTON CONSULTING GROUP INC 200 PIER FOUR BOULEVARD BOSTON MA 02210 CONSULTING SERVICES 450000 DELOITTE PO BOX 844717 DALLAS TX 75284 CONSULTING SERVICES 295000 AMBIENT INFORMATION TECHNOLOGIES LLC 267 BOBST MOUNTAIN ROAD COGAN STATION PA 17728 CONSULTING SERVICES 180268 ALIGN LTD 63 CONESTOGA BLVD LANCASTER PA 17602 MANAGEMENT SERVICES 149931 BUCHANAN PUBLIC RELATIONS LLC 890 COUNTY LINE ROAD BRYN MAWR PA 19010 MEDIA TRAINING AND PUBLIC RELATIONS SUPP 100800 5 1177709 1177709 ECONOMIC DEVELOPMENT GRANT 900099 1001760 1001760 MANUFACTURING COMPETITIVENESS 900099 172701 172701 ECONOMIC COMPETITIVENESS 900099 138902 138902 ECONOMIC IMPACT OF AGRICULTURE AC 900099 63867 63867 INTERNATIONAL BUSINESS SUPPORT 900099 60000 60000 80135 80135 1517365 225772 225772 2503594 2487387 16207 16207 16207 MISCELLANEOUS INCOME 900099 191825 191825 EVENT INCOME 900099 4656 4656 196481 3133534 1713846 0 241979 X 223022 176878 17284 28860 1043679 827736 80886 135057 27676 21949 2146 3581 69347 54999 5374 8974 94433 74520 7060 12853 29903 29903 17120 17120 10890 10890 34375 34375 1800658 1771126 29532 123229 108502 14727 44201 34810 2906 6485 11114 7669 1667 1778 195123 122472 44252 28399 51159 49729 1430 26852 26852 6015 3694 2321 16953 16953 MISCELLANEOUS 59449 59449 TRAINING 25910 10485 15405 20 SPONSORSHIPS 14359 14359 SPECIAL EVENTS 11348 11348 2579 2579 3939394 3396276 317111 226007 316503 1674201 975097 283735 436675 588137 322833 9402 9855 143876 109076 0 34800 7537212 7410228 220531 137354 23818 596656 10337036 10240001 416769 137649 492218 312814 1072867 1647328 1981854 2097791 X 7636568 7506287 718614 635923 8355182 8142210 10337036 10240001 -805860 592888 0 X X 0 1 X 1 0 X 1073347 764716 1199637 980345 1177709 5195754 1073347 764716 1199637 980345 1177709 5195754 770524 4425230 125698 162766 219876 284574 225772 1018686 10695 71385 75015 75636 196481 429212 6643652 7722170 0.66610 0.66160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7537212 773016 900000 7410228 6658911 878301 7537212 6017545 641366 6658911 7032337 -1014792 6017545 5937524 1320252 225439 7032337 1.00000 0 0 121404 90454 30950 22472 18622 3850 34800 LEASED SPACE SECURITY DEPOSIT 15678 OPERATING LEASE RIGHT-OF-USE ASSET 580978 596656 DUE TO FIDUCIARY PARTIES 1046217 DUE TO COMMONWEALTH OF PENNSYLVANIA 2506 OPERATING LEASE LIABILITY 598605 1647328 X 3707047 592888 15000 607888 3099159 34375 34375 3133534 3920019 15000 15000 3905019 34375 34375 3939394 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS A FOUNDATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). MANAGEMENT HAS ASSESSED THE FOUNDATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF UNCERTAIN TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF THE FOUNDATION'S EXEMPT STATUS AND THE PROSPECT OF BEING SUBJECT TO THE FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT THE FOUNDATION'S TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, SUCH THAT THE FOUNDATION HAS NO EXPOSURE TO INCOME TAX LIABILITIES ARISING FROM UNCERTAIN TAX POSITIONS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY TAX PERIODS ARE CURRENTLY IN PROGRESS. THE FOUNDATION MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. X X X 0 0 0 0 0 0 0 0 0 ABBY SMITH PRESIDENT & CEO 213964 0 0 0 0 0 0 6419 0 0 213964 6419 0 0 LISA RIGGS SENIOR MANAGING DIRECTOR, ECONOMIC G 186083 0 0 0 0 0 0 0 0 0 186083 0 0 0 JOHN PACKER CURRENT OFFICER OF THE ORGANIZATION (CFO) 29903 JOHN PACKER IS AN OWNER OF THE MANAGEMENT COMPANY, INSIGHT PARTNERS, WHICH PROVIDES CONTRACTED CFO SERVICES. 0 BRIAN JACKSON CURRENT DIRECTOR OF THE ORGANIZATION 26010 BRIAN JACKSON IS A MEMBER OF THE LAW FIRM OF MCNEES WALLACE & NURICK LLC WHO PROVIDES LEGAL SERVICES TO THE ORGANIZATION. 0 BRIAN JACKSON CURRENT DIRECTOR OF THE ORGANIZATION 90000 BRIAN JACKSON IS A MEMBER OF THE LAW FIRM OF MCNEES WALLACE & NURICK, LLC, WHICH HAS A WHOLLY OWNED SUBSIDIARY NAMED MCNEES GOVERNMENT RELATIONS. TEAM PENNSYLVANIA CONTRACTS WITH MCNEES GOVERNMENT RELATIONS FOR GOVERNMENT RELATIONS SERVICES. 0 BRAD JONES CURRENT DIRECTOR OF THE ORGANIZATION 34149 BRAD JONES IS THE PRESIDENT & CEO OF HARRISTOWN DEVELOPMENT. TEAM PENNSYLVANIA LEASES ITS BUILDING SPACE FROM HARRISTOWN. 0 FORM 990, PART VI, SECTION A, LINE 3 THE CHIEF FINANCIAL OFFICER HAS ORGANIZATION AND MANAGEMENT AUTHORITY, BUT IS A CONTRACTED INDVIDUAL WORKING VIA A PRIVATE CONSULTING FIRM. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED FIRST WITH THE AUDIT COMMITTEE AND THEN THE EXECUTIVE COMMITTEE. FOLLOWING THESE STEPS, IT IS MADE ELECTRONICALLY AVAILABLE TO THE BOARD OF DIRECTORS FOR ITS REVIEW. THE BOARD IS GIVEN A 15-DAY QUESTION/COMMENT PERIOD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A STATEMENT THAT DISCLOSES ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL STATEMENTS ARE PROVIDED TO THE AUDIT COMMITTEE CHAIRPERSON AND BOARD CO-CHAIRPERSONS. IF THESE PARTIES DETERMINE THAT A CONFLICT INTEREST EXISTS, THEY SHALL REFER THE MATTER TO THE EXECUTIVE COMMITTEE FOR ULTIMATE ACTION. FURTHERMORE, THIS PROCESS IS FOLLOWED WHENEVER POTENTIAL CONFLICTS OF INTEREST ARISE DURING THE YEAR. A DIRECTOR OR EMPLOYEE WHO IS DEEMED TO HAVE A CONFLICT OF INTEREST SHALL BE DISQUALIFIED FROM PARTICIPATING IN THE PORTION OF ANY MEETING OF THE BOARD OF DIRECTORS OR COMMITTEES OF THE BOARD THAT ARE INTENDED TO REVIEW AND ACT UPON THE PROPOSED CONTRACT OR TRANSACTION. AS SUCH, THIS PERSON SHALL NOT VOTE, NOR BE PRESENT AT THE TIME OF THE VOTE, ON SUCH CONTRACTS OR TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S SALARY IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE WHO THEN COMMUNICATES ITS COMPENSATION RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR ITS ACTION ON THAT RECOMMENDATION. ONE RESOURCE THE PERSONNEL COMMITTEE UTILIZES TO REVIEW AND SET THE PRESIDENT/CEO'S SALARY IS DATA FROM GUIDESTAR'S "COMPENSATION REPORT." THE FOUNDATION'S PERSONNEL COMMITTEE ALSO REVIEWS COMPENSATION FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 TEAM PENNSYLVANIA MAKES AVAILABLE TO THE PUBLIC THE ANNUAL FINANCIAL STATEMENTS AND FORM 990 VIA THE WEBSITE AT HTTP://TEAMPA.COM/ABOUT/FIANNCIAL/. THE CONFLICT OF INTEREST POLICY AND BYLAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,626. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,626. CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,766,086. MANAGEMENT AND GENERAL EXPENSES 16,906. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,782,992. HONORARIUMS: PROGRAM SERVICE EXPENSES 5,040. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,040. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.