PARTNERSHIP FOR BETTER HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR BETTER HEALTH (EIN 23-1352161)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-15
- IRS object ID
- 201330159349300633
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-01-15T13:57:15-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520783935 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH ELLIOTT KEARNS & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BROOKWOOD AVE SUITE 101 | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352161 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLISLE AREA HEALTH AND WELLNESS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 7179609009 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA H RALEY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7179609009 | Phone |
| Date Signed | 2012-12-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY P HALL CPA | Name |
| PTIN | P00156653 | PTIN |
| Phone | 7172439104 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REBECCA H RALEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17124502 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAHWF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION IDENTIFIES AND ADDRESSES HEALTH CARE NEEDS AND POLICIES, PROMOTES RESPONSIBLE HEALTH PRACTICES, AND ENHANCES ACCESS TO AND DELIVERY OF HEALTH SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1079965 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1062650 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1033750 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1336720 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 116661 | OtherRevenuePriorYear |
| Other Revenue Current Year | 61415 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2230376 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2460785 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2160783 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2084318 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 676206 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 572940 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 668 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 505386 | OtherExpensePriorYear |
| Other Expenses Current Year | 522901 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3342375 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3180159 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1111999 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -719374 | RevenuesLessExpensesCY |
| Total Assets BOY | 73024595 | TotalAssetsBOY |
| Total Assets EOY | 69131560 | TotalAssetsEOY |
| Total Liabilities BOY | 1991071 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1792133 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 71033524 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 67339427 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION IDENTIFIES AND ADDRESSES HEALTH CARE NEEDS AND POLICIES, PROMOTES RESPONSIBLE HEALTH PRACTICES, AND ENHANCES ACCESS TO AND DELIVERY OF HEALTH SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2524179 | Expense |
| Grants | 2084318 | Grants |
| Description | THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION ("FOUNDATION") PROVIDES FUNDING FOR GRANTS AND INITIATIVES THAT SEEK TO IMPROVE INDIVIDUALS' HEALTH STATUS AND BUILD COMMUNITY HEALTH CAPACITY. THE FOUNDATION'S CENTRAL PURPOSE IS TO PROVIDE SUPPORT TO PROGRAMS ALIGNING WITH FIVE BOARD-ADOPTED FOCUS AREAS. TOWARD THAT GOAL IN 2011-12 THE TOTAL GIVING TO RESPONSIVE GRANTS WAS $2,084,318; RELATED PERCENTAGES FOR THE FOCUS AREAS WERE: PRIMARY CARE-39%, ORAL HEALTH-22%, NUTRITION, PHYSICAL ACTIVITY AND TOBACCO CESSATION-18%, BEHAVIORAL HEALTH-14% AND ALLIED HEALTHCARE EDUCATION-6%. HEALTHY PEOPLE GRANTS RECEIVED 1% OF FUNDS. GRANTS WERE PROVIDED TO 32 NONPROFIT ORGANIZATIONS. ADDITIONALLY, BEYOND RESPONSIVE GRANT MAKING THE FOUNDATION DEVELOPS INITIATIVES TO PROACTIVELY ADDRESS PRIORITY GOALS. THE TOTAL FUNDING FOR 2011-12 OF $77,375 SUPPORTED SUCH EFFORTS AS WELLNESS AT WORK AND WORKPLACE DIABETES. SIX PROGRAMS AT SADLER HEALTH CENTER ARE SO CRITICAL TO THE FOUNDATION'S MISSION AND THE COMMUNITY'S BASIC HEALTHCARE NEEDS THAT IN TOTAL THEY RECEIVE APPROXIMATELY 58% OF GRANT FUNDS. THE SERVICES OFFERED THROUGH THIS COMMUNITY HEALTH CENTER INCLUDE: TRADITIONAL MEDICAL AND DENTAL CARE; HEALTHY RX, WHICH HAS SECURED OVER $21 MILLION IN FREE PRESCRIPTIONS IN JUST OVER SIX YEARS; TOBACCO CESSATION, WITH A HIGHLY SUCCESSFUL 68% QUIT RATE; NURSE-FAMILY PARTNERSHIP, A NATIONALLY RESPECTED EVIDENCE-BASED PROGRAM; AND BEHAVIORAL HEALTH COUNSELING. IN THE STATEMENT OF FUNCTIONAL EXPENSES, THE FOUNDATION REPORTS THAT 79% OF ITS FUNDS SUPPORTED PROGRAM SERVICES IN 2011-12. ON AVERAGE, A GRANT LEVERAGES OVER $3.00 FROM OTHER RESOURCES FOR EVERY $1.00 THE FOUNDATION INVESTS. BEYOND TRADITIONAL GRANT MAKING, THE FOUNDATION: ASSESSES COMMUNITY HEALTH NEEDS THROUGH ROUNDTABLE DISCUSSIONS AND SURVEYS; BUILDS NONPROFIT CAPACITY THROUGH REGIONAL TRAININGS ON TOPICS SUCH AS FUNDRAISING, MEDIA RELATIONS AND OUTCOMES MEASUREMENTS; EDUCATES THE PUBLIC ABOUT, AND ADVOCATES FOR, STRONG HEALTH POLICIES; DRIVES COLLABORATION BY LEADING REGIONAL PARTNERSHIPS SUCH AS THE CUMBERLAND COUNTY STATE HEALTH IMPROVEMENT PARTNERSHIP AND A YOUTH NUTRITION AND ACTIVITY COALITION; AND PROACTIVELY DEVELOPS EVIDENCE-BASED INITIATIVES, SUCH AS A 5210 HEALTH CAMPAIGN AND RELATED GRANTS TO AREA SCHOOLS. | Description |
| Total Program Service Expense | 2524179 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD S FRAKER JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7179609009 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| THOMAS COOLIDGE | |||||||
| CHAIRPERSON | 4.00 | X | X | 0 | 0 | 0 | |
| SUSAN OTWAY | |||||||
| VICE CHAIRPERSON | 4.00 | X | X | 0 | 0 | 0 | |
| SHERRY HOOVER | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| DEB KELLY | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| JEFFREY GAYMAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH LAYMAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| CRAIG MCLEAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| TERRY URICH | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| CAROL WILLIAMS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| STEPHANIE WILLIAMS | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARY FRANCES CARSON | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| VIRGILIO CENTENERA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PAUL GEHRIS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JAMES HOEFLER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID HOOVER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MCCLELLAN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PATTI MCLAUGHLIN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JACQUELINE L POWELL | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DAVE ROSE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JUNE L SHOMAKER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN WINN | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REBECCA H RALEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 78699 | 0 | 29423 | ||
| HAROLD S FRAKER JR | |||||||
| DIRECTOR OF FINANCIAL SERVICES | 40.00 | X | 65547 | 0 | 14431 | ||
| M ELIZABETH MCMANUS | |||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | 117388 | 0 | 9242 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 261634 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 53096 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY WORLD HEADQUARTERS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 225743 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1062650 | AllOtherContributions |
| Total Contributions | 1062650 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 991431 | TotalRevenueColumn |
| Exclusion | $991,431 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14933806 | Securities |
| Other | 75200 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14584233 | Securities |
| Other | 79484 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 349573 | Securities |
| Other | -4284 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345289 | TotalRevenueColumn |
| Exclusion | $345,289 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PENSION REFUND | 900099 | 25006 | 25006 |
| FEES REVENUE | 900099 | 24262 | 24262 |
| RETURN OF GRANT FUNDS | 900099 | 12147 | 12147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 61415 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2460785 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61415 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,336,720 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2084318 | Total |
| Program Services | 2084318 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190857 | Total |
| Program Services | 82317 | ProgramServices |
| Management And General | 108388 | ManagementAndGeneral |
| Fundraising | 152 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269661 | Total |
| Program Services | 116320 | ProgramServices |
| Management And General | 153140 | ManagementAndGeneral |
| Fundraising | 201 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25128 | Total |
| Program Services | 10989 | ProgramServices |
| Management And General | 14123 | ManagementAndGeneral |
| Fundraising | 16 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55960 | Total |
| Program Services | 26554 | ProgramServices |
| Management And General | 29374 | ManagementAndGeneral |
| Fundraising | 32 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31334 | Total |
| Program Services | 13598 | ProgramServices |
| Management And General | 17712 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12230 | Total |
| Management And General | 12230 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14500 | Total |
| Management And General | 14500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220749 | Total |
| Management And General | 220749 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29029 | Total |
| Program Services | 12469 | ProgramServices |
| Management And General | 16554 | ManagementAndGeneral |
| Fundraising | 6 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1400 | Total |
| Program Services | 4 | ProgramServices |
| Management And General | 1396 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14417 | Total |
| Program Services | 3235 | ProgramServices |
| Management And General | 11177 | ManagementAndGeneral |
| Fundraising | 5 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56573 | Total |
| Program Services | 26550 | ProgramServices |
| Management And General | 29960 | ManagementAndGeneral |
| Fundraising | 63 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6379 | Total |
| Program Services | 1283 | ProgramServices |
| Management And General | 5096 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623 | Total |
| Program Services | 399 | ProgramServices |
| Management And General | 224 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32716 | Total |
| Program Services | 18753 | ProgramServices |
| Management And General | 13914 | ManagementAndGeneral |
| Fundraising | 49 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9808 | Total |
| Program Services | 5754 | ProgramServices |
| Management And General | 4054 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INITIATIVES & STRATEGIC | 111100 | 111100 | ||
| EVENTS & COMMUNITY DEVE | 11993 | 10418 | 1575 | |
| MISCELLANEOUS | 1146 | 1146 | ||
| TRAINING & EDUCATION | 238 | 118 | 120 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3180159 | Total |
| Program Services | 2524179 | ProgramServices |
| Management And General | 655312 | ManagementAndGeneral |
| Fundraising | 668 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46674 | BOY |
| EOY | 51409 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1685 | BOY |
| EOY | 7463 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10691 | BOY |
| EOY | 25828 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 809794 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 605325 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214865 | BOY |
| EOY | 204469 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38609127 | BOY |
| EOY | 35922427 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34141253 | BOY |
| EOY | 32919664 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73024595 | BOY |
| EOY | 69131560 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192270 | BOY |
| EOY | 131109 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1780615 | BOY |
| EOY | 1633964 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18186 | BOY |
| EOY | 27060 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1991071 | BOY |
| EOY | 1792133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36717982 | BOY |
| EOY | 34369774 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179123 | BOY |
| EOY | 61020 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34136419 | BOY |
| EOY | 32908633 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71033524 | BOY |
| EOY | 67339427 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73024595 | BOY |
| EOY | 69131560 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -719374 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2974723 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2201501 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1127570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1028979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1079965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1062650 | CurrentTaxYear |
| Total | 6500665 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2201501 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1127570 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1028979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1079965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1062650 | CurrentTaxYear |
| Total | 6500665 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4195928 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2304737 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1933524 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1364293 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 806614 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 982901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 991431 | CurrentTaxYear |
| Total | 6078763 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161092 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 160497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 314788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116661 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61415 | CurrentTaxYear |
| Total | 814453 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13393881 | TotalSupport |
| Public Support Pertcentage170 | 0.17210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.16870 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | CARLISLE AREA HEALTH AND WELLNESS FOUNDATION IS A PUBLICLY SUPPORTED FOUNDATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG. 1.170A-9(F)(3), CARLISLE AREA HEALTH AND WELLNESS FOUNDATION RECEIVED PUBLIC SUPPORT ABOVE 10%. FOR THE FIVE-YEAR PERIOD ENDING JUNE 30, 2012, THE ORGANIZATION RECEIVED APPROXIMATELY 17.21% OF ITS SUPPORT FROM THE GENERAL PUBLIC. CARLISLE AREA HEALTH AND WELLNESS FOUNDATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. CARLISLE AREA HEALTH AND WELLNESS FOUNDATION'S BOARD OF TRUSTEES IS COMPRISED OF INDIVIDUALS WHO ARE CIVIC AND BUSINESS LEADERS AND THUS IS REPRESENTATIVE OF THE PUBLIC INTEREST. THE BOARD IS DESIGNED TO BE REPRESENTATIVE OF, AND KNOWLEDGEABLE ABOUT, THE COMMUNITY AND ITS HEALTH NEEDS.FINALLY, CARLISLE AREA HEALTH AND WELLNESS FOUNDATION HAS DEMONSTRATED ITS PUBLICLY SUPPORTED NATURE BY FULFILLING ITS PRINCIPAL CHARGE, WHICH HISTORICALLY HAS BEEN TO SUPPORT A CHARITABLE MISSION RELATED TO IMPROVING ACCESS TO AND DELIVERY OF HEALTH CARE THROUGHOUT OUR REGION. THIS MISSION ORIGINATES FROM THE FOUNDATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S FOUNDATION. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6437 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 821 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7258 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2516921 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2524179 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 276209 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 69052 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 303516 | CurrentYearMinus3 |
| Current Year Minus2 | 284717 | CurrentYearMinus2 |
| Current Year Minus1 | 282932 | CurrentYearMinus1 |
| Current Year | 276209 | CurrentYear |
| Total | 1147374 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,721,061 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4612 | CurrentYearMinus3 |
| Current Year Minus2 | 4412 | CurrentYearMinus2 |
| Current Year Minus1 | 8310 | CurrentYearMinus1 |
| Current Year | 7258 | CurrentYear |
| Total | 24592 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 75879 | CurrentYearMinus3 |
| Current Year Minus2 | 71179 | CurrentYearMinus2 |
| Current Year Minus1 | 70733 | CurrentYearMinus1 |
| Current Year | 69052 | CurrentYear |
| Total | 286843 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $430,265 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4459 | CurrentYearMinus3 |
| Current Year Minus2 | 3725 | CurrentYearMinus2 |
| Current Year Minus1 | 8022 | CurrentYearMinus1 |
| Current Year | 6437 | CurrentYear |
| Total | 22643 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131911 | OtherCostOrOtherBasis |
| Book Value | 131911 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 609520 | OtherCostOrOtherBasis |
| Depreciation | 554115 | Depreciation |
| Book Value | 55405 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68363 | OtherCostOrOtherBasis |
| Depreciation | 51210 | Depreciation |
| Book Value | 17153 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 204469 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 32908633 |
| INVESTMENT INCOME RECEIVABLE | 11031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 32919664 | TotalBookValueOtherAssets |
| Total Revenue | 2460785 | TotalRevenue |
| Total Expenses | 3180159 | TotalExpenses |
| Excess Or Deficit For Year | -719374 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1746937 | NetUnrealizedGLOnInvestments |
| Other | -$1,227,786 | OtherAmount |
| Total Adjustments | -2974723 | TotalAdjustments |
| Excess Or Deficit Per FS | -3694097 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -509654 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1746937 | NetUnrealizedGainsInvestments |
| Other Revenues | -1227786 | OtherRevenues |
| Revenue Not Rptd F990 | -2974723 | RevenueNotRptdF990 |
| Revenue Subtotal | 2465069 | RevenueSubtotal |
| Other Revenues Not Included | -4284 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -4284 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2460785 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3184443 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4284 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4284 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3180159 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3180159 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HAS TAKEN ON A FIDUCIARY RESPONSIBILITY FOR THE FUNDS OF THE PENNSYLVANIA COALITION FOR ORAL HEALTH. THE COALITION IS IN THE FORMATION PROCESS AND THE ORGANIZATION IS ACTING AS CUSTODIAN FOR THE FUNDS UNTIL THE COALITION IS SET UP WITH ITS OWN STAFFING. | |
| PART X: | THE FOUNDATION FOLLOWS THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, INTEREST, PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOUSRE IN THE FOUNDATION'S FINANCIAL STATEMENTS. TAX YEARS SUBSEQUENT TO 2008 ARE OPEN FOR EXAMINATION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| LOSS ON EXCHANGE OF FIXED ASSETS -4,284. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| LOSS ON EXCHANGE OF FIXED ASSETS 4,284. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CARLISLE AREA HEALTHCARE AUXILIARY | ||||||||
| P O BOX 579 | CARLISLE | PA | 17013 | 236399312 | 501(C)(3) | 19000 | SCHOLARSHIPS FOR POST-SECONDARY HEALTHCARE PROGRAMS | |
| CARLISLE AREA SCHOOL DISTRICT | ||||||||
| 623 WEST PENN STREET | CARLISLE | PA | 17013 | 239005321 | 7605 | NUTRITION AND FITNESS PROGRAM | ||
| CARLISLE FAMILY YMCA | ||||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | 231386198 | 501(C)(3) | 18179 | NUTRITION AND ACTIVITY INSTRUCTION FOR OVERWEIGHT YOUTH, MEMBERSHIPS | |
| CENTER FOR YOUTH & COMMUNITY DEVELOPMENT | ||||||||
| P O BOX 3576 | GETTYSBURG | PA | 17325 | 640952164 | 501(C)(3) | 24900 | LEADERSHIP TRAINING FOR REDUCING SUBSTANCE ABUSE | |
| CIVIC CLUB OF SHIPPENSBURG | ||||||||
| P O BOX 593 | SHIPPENSBURG | PA | 17257 | 231394564 | 501(C)(3) | 16000 | IN-HOME HEALTH SERVICES | |
| DOMESTIC VIOLENCE SERVICES | ||||||||
| 602 NORTH HANOVER STREET | CARLISLE | PA | 17013 | 251629910 | 501(C)(3) | 12000 | FAMILY RELATIONSHIP EDUCATION | |
| EMPLOYMENT SKILLS CENTER | ||||||||
| 29 SOUTH HANOVER STREET | CARLISLE | PA | 17013 | 231995705 | 501(C)(3) | 30000 | CERTIFIED NURSE AIDE TRAINING | |
| HACC FOUNDATION | ||||||||
| M260 ONE HACC DRIVE | HARRISBURG | PA | 17110 | 232353614 | 501(C)(3) | 73000 | SCHOLARSHIPS FOR PROGRAMS IN HEALTH-RELATED FIELDS | |
| HOSPICE OF CENTRAL PA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | 232106895 | 501(C)(3) | 69880 | HOSPICE SERVICES | |
| MARANATHA CARLISLE | ||||||||
| 17 EAST HIGH STREET SUITE 104 | CARLISLE | PA | 17013 | 205164840 | 501(C)(3) | 7500 | FINANCIAL MANAGEMENT SERVICES | |
| NHSTHE STEVENS CENTER | ||||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251878857 | 501(C)(3) | 57000 | OUTPATIENT SUBSTANCE ABUSE TREATMENT | |
| NHSTHE STEVENS CENTER | ||||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251878857 | 501(C)(3) | 85000 | PSYCHIATRIC SERVICES CLINICAL TEAM | |
| PROJECT SHARE OF CARLISLE | ||||||||
| 5 NORTH ORANGE STREET SUITE 4 | CARLISLE | PA | 17013 | 270531231 | 501(C)(3) | 70000 | HEALTHY FOOD FOR REGIONAL FOOD PANTRY | |
| SADLER HEALTH CENTER | ||||||||
| 100 NORTH HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 501(C)(3) | 1215175 | SUPPORT FOR PROGRAMS OF LOCAL HEALTH CENTER | |
| SUBSTANCE ABUSE SERVICES | ||||||||
| 100 NORTH CAMERON STREET SUITE | HARRISBURG | PA | 17101 | 251861015 | 501(C)(3) | 77560 | SUBSTANCE ABUSE ADVOCACY AND EDUCATION | 401-E |
| YWCA CARLISLE | ||||||||
| 301 G STREET | CARLISLE | PA | 17013 | 231429866 | 501(C)(3) | 16000 | EDUCATION AND THERAPUTIC SERVICES FOR CANCER PATIENTS | |
| YWCA CARLISLE | ||||||||
| 301 G STREET | CARLISLE | PA | 17013 | 231429866 | 501(C)(3) | 26000 | EXERCISE PROGRAM FOR OVERWEIGHT WOMEN & HEALTHY FOOD CHOICES | |
| BIG SPRING SCHOOL DISTRICT | ||||||||
| 45 MOUNT ROCK ROAD | NEWVILLE | PA | 17241 | 236005298 | 34482 | IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY | ||
| CARLISLE AREA SCHOOL DISTRICT | ||||||||
| 623 WEST PENN STREET | CARLISLE | PA | 17013 | 239005321 | 28083 | IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY | ||
| CUMBERLAND VALLEY RAILS TO TRAILS COUNCIL | ||||||||
| PO BOX 531 | SHIPPENSBURG | PA | 17257 | 232630981 | 501(C)(3) | 24500 | EXPANSION OF RAIL TRAIL | |
| JOIN HANDS MINISTRY | ||||||||
| P O BOX 335 | NEW BLOOMFIELD | PA | 17068 | 320271270 | 501(C)(3) | 18000 | DURABLE MEDICAL EQUIPMENT LOAN PROGRAM | |
| VISITING NURSE ASSOCIATION OF CENTRAL PA | ||||||||
| 3315 DERRY STREET | HARRISBURG | PA | 17111 | 231352571 | 501(C)(3) | 84650 | COMMUNITY NURSE SERVICES | |
| WEST PERRY SCHOOL DISTRICT | ||||||||
| 2606 SHERMANS VALLEY ROAD | ELLIOTTSBURG | PA | 17024 | 231642140 | 43294 | IMPROVING YOUTH NUTRITION AND PHYSICAL ACTIVITY | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 23 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION USES FIVE CRITICAL MECHANISMS TO ENSURE THAT GRANT FUNDS ARE APPROPRIATELY APPLIED TO ACHIEVE DESIRED GOALS: 1) GRANT APPLICATIONS IN WHICH PROSPECTIVE GRANTEES SPECIFY PROJECT GOALS, OBJECTIVES, EVALUATION STRATEGIES AND BUDGET; 2) GRANT CONTRACTS THAT CONFIRM PROJECT GOALS, OUTCOMES, EVALUATION PLANS, REPORTING REQUIREMENTS AND SITE VISIT PLANS; 3) INTERIM REPORTS PREPARED BY GRANTEES, WHICH DOCUMENT PROGRESS IN MEETING GOALS AND OBJECTIVES; 4) SITE VISITS BY FOUNDATION STAFF AND VOLUNTEERS, WHICH ALLOW FOR AN OPEN DIALOGUE BETWEEN PROGRAM AND FOUNDATION STAFF, AS WELL AS OBSERVATION OF PROGRAM ACTIVITIES WHEN APPROPRIATE AND; 5) FINAL REPORTS TO THE EXTENT POSSIBLE, REPORTING AND EVALUATION REQUIREMENTS ARE RIGHT-SIZED TO MATCH THE SIZE OF ANY GIVEN AWARD. WHILE ALL AWARDS BEGIN WITH A GRANT APPLICATION AND CONTRACT, FOUNDATION MINI-GRANTS (AWARDS UNDER $2,000) OFTEN ONLY REQUIRE A FINAL REPORT. GRANTS ABOVE $2,000 TYPICALLY REQUIRE A SITE VISIT, INTERIM REPORT AND FINAL REPORT. MOST GRANTS ARE FUNDED FOR ONE YEAR AT A TIME MEANING THAT WITHIN ROUGHLY A YEAR'S TIME, THE FOUNDATION RECEIVES AN APPLICATION, ISSUES A GRANT CONTRACT, RECEIVES AN INTERIM REPORT AT 6-MONTHS, CONDUCTS A SITE VISIT AND RECEIVES A FINAL REPORT (WITHIN 14 MONTHS). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | M ELIZABETH MCMANUS | NamePerson |
| Base Compensation Filing Org | 117388 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 3858 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5384 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 126630 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | M. ELIZABETH MCMANUS - $ 54,486 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | BYLAWS WERE REVISED AND APPROVED BY THE BOARD ON MAY 8, 2012. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THE AUDIT SUBCOMMITTEE. COPIES ARE MADE AVAILABLE TO THE BOARD AND A VERY BRIEF SUMMARY IS MADE PRIOR TO BOARD ACTION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ANNUAL DISCLOSURE OF CONFLICT OF INTEREST IS COMPLETED BY BOARD, COMMITTEE MEMBERS, AND STAFF. THESE STATEMENTS ARE REVIEWED AND MAINTAINED BY THE EXECUTIVE DIRECTOR AND REFERRED TO WHEN NEEDED. WHEN A CONFLICT OF INTEREST COMES ABOUT, THAT INDIVIDUAL MAY PARTICIPATE IN DISCUSSION BUT DOES NOT VOTE ON THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S (ED'S) ANNUAL PERFORMANCE REVIEW AND SALARY DETERMINATION INVOLVES INDEPENDENT DELIBERATION BY THE EXECUTIVE COMMITTEE WITH INPUT FROM THE FULL BOARD. A SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE, WITH CAREFUL OVERSIGHT AND INPUT FROM THE FINANCE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE FOUNDATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY 3 YEARS. THE ED DRAFTS AN ANNUAL WORKPLAN AT THE START OF EACH YEAR THAT IDENTIFIES CRITICAL GOALS AND ACTIONS TO GUIDE HER WORK IN THE YEAR AHEAD. THE EXECUTIVE COMMITTEE REVIEWS AND OFFERS FEEDBACK ON HER WORKPLAN, AND IT IS THEN REVIEWED AND VOTED ON BY THE FULL BOARD. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW. AS A PART OF THIS PROCESS, THE ED COMPLETES AN ANNUAL SELF-EVALUATION AND REPORTS ON ALL PROGRESS MADE WITHIN HER YEARLY WORKPLAN. THE EXECUTIVE COMMITTEE REVIEWS THESE DOCUMENTS AND INVITES THE FULL BOARD TO PROVIDE INPUT ON THE EDS PERFORMANCE REVIEW. THE COMMITTEE SYNTHESIZES THIS INFORMATION AND MEETS WITH THE ED TO DISCUSS THE REVIEW. A RECOMMENDATION FOR THE EDS SALARY ADJUSTMENT IS THEN MADE BY THE EXECUTIVE COMMITTEE BASED UPON RESULTS OF HER PERFORMANCE REVIEW, THE FINDINGS OF THE SALARY BENCHMARKING STUDY, AND FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS, IN ABBREVIATED FORM, ARE PRINTED IN AN ANNUAL REPORT THAT IS MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS. IT IS ALSO PRINTED IN A FULL PAGE AD IN THE LOCAL NEWSPAPER. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,746,937. CHANGE IN VALUE OF PERPETUAL TRUSTS -1,227,786. TOTAL TO FORM 990, PART XI, LINE 5: -2,974,723. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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