SCRANTON AREA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCRANTON AREA FOUNDATION INC (EIN 23-2890364)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201242289349300544
- 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 | 2012-08-15T08:31:36-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232226550 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGRAIL MERKEL QUINN & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1173 CLAY AVENUE | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 18510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232890364 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRANTON AREA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCRA | NameControl |
| Phone | 5703476203 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SPRUCE STREET 6TH FL-BANK | AddressLine1 |
| Address Line2 | TOWERS | AddressLine2 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185031409 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA DUCCESCHI | Name |
| Title | DIRECTOR & CEO | Title |
| Phone | 5703476203 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01249556 | PTIN |
| Phone | 5709610345 | Phone |
| Date Prepared | 2012-08-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAURA DUCCESCHI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SPRUCE STREET 6TH FL-BANK | AddressLine1 |
| Address Line2 | TOWERS | AddressLine2 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185031409 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9898723 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAFDN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SCRANTON AREA FOUNDATION STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ALL PEOPLE IN LACKAWANNA COUNTY AS A STEWARD, BY DEVELOPING AND MANAGING PERMANENT ENDOWMENT FUNDS; AS A GRANTMAKER, BY GIVING SUPPORT TO ENABLE THE COMMUNITY TO RESPOND TO EMERGING AND CHANGING NEEDS AND OPPORTUNITIES; AS A CHARITABLE RESOURCE, BY ENCOURAGING AND EDUCATING DONORS AND PROVIDING A FLEXIBLE VEHICLE FOR INDIVIDUAL DONORS, NON-PROFIT ORGANIZATIONS AND THE COMMUNITY AT LARGE; AS A CATALYST, BY MOBILIZING COMMUNITY LEADERSHIP IN RESPONSE TO ISSUES. IT IS A CHARITABLE RESOURCE THAT HAS BEEN CREATED BY AND FOR THE PEOPLE OF SCRANTON AND LACKAWANNA COUNTY TO ASSIST DONORS TO BUILD AND SUSTAIN THEIR COMMUNITY WHILE CARRYING OUT THEIR CHARITABLE INTENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 675051 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 812119 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 907393 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1295916 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 87567 | OtherRevenuePriorYear |
| Other Revenue Current Year | 97558 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1670011 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2205593 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 887170 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1003256 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 261717 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 275504 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62724 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 353429 | OtherExpensePriorYear |
| Other Expenses Current Year | 387372 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1502316 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1666132 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 167695 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 539461 | RevenuesLessExpensesCY |
| Total Assets BOY | 25571974 | TotalAssetsBOY |
| Total Assets EOY | 25450403 | TotalAssetsEOY |
| Total Liabilities BOY | 2792537 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2849732 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 22779437 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22600671 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SCRANTON AREA FOUNDATION STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ALL PEOPLE IN LACKAWANNA COUNTY AS A STEWARD, BY DEVELOPING AND MANAGING PERMANENT ENDOWMENT FUNDS; AS A GRANTMAKER, BY GIVING SUPPORT TO ENABLE THE COMMUNITY TO RESPOND TO EMERGING AND CHANGING NEEDS AND OPPORTUNITIES; AS A CHARITABLE RESOURCE, BY ENCOURAGING AND EDUCATING DONORS AND PROVIDING A FLEXIBLE VEHICLE FOR INDIVIDUAL DONORS, NON-PROFIT ORGANIZATIONS AND THE COMMUNITY AT LARGE; AS A CATALYST, BY MOBILIZING COMMUNITY LEADERSHIP IN RESPONSE TO ISSUES. IT IS A CHARITABLE RESOURCE THAT HAS BEEN CREATED BY AND FOR THE PEOPLE OF SCRANTON AND LACKAWANNA COUNTY TO ASSIST DONORS TO BUILD AND SUSTAIN THEIR COMMUNITY WHILE CARRYING OUT THEIR CHARITABLE INTENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1003256 | Expense |
| Grants | 1003256 | Grants |
| Description | IN 2011, THE COMMUNITY FUNDRAISER FUND WAS ESTABLISHED AT THE FOUNDATION TO RECEIVE DONORS' GIFTS TO QUALIFIED DESIGNATED NONPROFIT CHARITIES. SEVENTY-ONE GIFTS WERE RECEIVED TOTALING $82,175. THE ECONOMIC OPPORTUNITY TRAINING CENTER (EOTC) AND THE BOYS & GIRLS CLUBS OF NEPA EACH RECEIVED A GRANT OF $41,087.50 IN 2011. FOR MANY YEARS SAF HAS BEEN SUPPORTIVE OF THESE ORGANIZATIONS FOR THEIR EFFORTS TO BUILD RESOURCES FOR THEIR EXCELLENT PROGRAMS IN OUR COMMUNITY. A GRANT OF $100,000 WAS GIVEN IN SUPPORT OF FIVE HALF SCHOLARSHIPS FOR STUDENTS ATTENDING THE COMMONWEALTH MEDICAL COLLEGE (TCMC), THE REGIONS FIRST AND ONLY MEDICAL COLLEGE. THIS IS PART OF A FOUR YEAR GRANT OF $400,000. STUDENTS WILL RECEIVE $20,000 PER YEAR FOR FOUR YEARS. A GRANT OF $2,000 WAS GIVEN TO THE UNIVERSITY OF SCRANTON TO SUPPORT THE PEACEMAKERS AFTER SCHOOL PROGRAM. THE LEAHY COMMUNITY HEALTH AND FAMILY CENTER ENGAGED YOUNG PEACEMAKERS 9-12 YEARS OF AGE IN A PROGRAM FACILITATED BY 15 UNIVERSITY OF SCRANTON UNDERGRADUATE AND GRADUATE STUDENTS. WORKING WITH CATHOLIC SOCIAL SERVICES, 8 STUDENTS FROM NEPAL WHO WERE PART OF THE MIGRANT WORKERS COMMUNITY WERE ABLE TO ATTEND PEACEMAKERS. THE PROGRAM WAS A COLLABORATIVE EFFORT WITH CATHOLIC SOCIAL SERVICES, NATIVITY OF OUR LORD CHURCH, STS. PETER & PAUL CHURCH, SCRANTON LACKAWANNA INTERAGENCY COUNCIL, CENTRAL SUSQUEHANNA INTERMEDIATE UNIT. THE PURPOSE HAS BEEN TO PROVIDE A SPACE AND EXPERIENCE WHERE CHILDREN CAN EXPLORE THE MEANING, HISTORY AND VISION OF PEACEMAKING AND ACTUALLY WORK TOGETHER TO MAKE IT HAPPEN. | Description |
| Total Program Service Expense | 1003256 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 4 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | 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 | SCRANTON AREA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5703476203 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BANK TOWERS 6TH FL 321 SPRUCE | AddressLine1 |
| City | SCRANTON | City |
| State | PA | State |
| ZIP Code | 185031409 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| THOMAS G SPEICHER | ||||||
| VICE-CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| KAREN CLIFFORD | ||||||
| CHAIRMAN | 0.00 | X | X | 0 | 0 | 0 |
| KATHLEEN GRAFF | ||||||
| TREASURER | 0.00 | X | X | 0 | 0 | 0 |
| JAMES B BAKER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOANNE P CORBETT | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DANTE A CANCELLI ESQ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ALAN F HUGHES | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ROSEMARY BRODERICK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CATHY ANN HARDAWAY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DAVID HAWK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MATTHEW E HAGGERTY ESQ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JANE OPPENHEIM | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ANN LAVELLE POWELL ESQ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JAMES A ROSS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOHN P KEARNEY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CYNTHIA YEVICH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JEANNE A BOVARD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 90274 | 0 | 12939 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 90274 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12939 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 812119 | AllOtherContributions |
| Total Contributions | 812119 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 659432 | TotalRevenueColumn |
| Exclusion | $659,432 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8329614 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7693130 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 636484 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 636484 | TotalRevenueColumn |
| Related Or Exempt Function Income | 636484 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| ADMINISTRATIVE FEE | 900099 | 95410 | $95,410 |
| CHANGE IN CHARITABLE R | 900099 | 2148 | $2,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 97558 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2205593 | TotalRevenueColumn |
| Related Or Exempt Function Income | 636484 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $756,990 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 643736 | Total |
| Program Services | 643736 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359520 | Total |
| Program Services | 359520 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90274 | Total |
| Management And General | 45137 | ManagementAndGeneral |
| Fundraising | 45137 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121060 | Total |
| Management And General | 121060 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16919 | Total |
| Management And General | 16919 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30185 | Total |
| Management And General | 30185 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17066 | Total |
| Management And General | 17066 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4738 | Total |
| Management And General | 1184 | ManagementAndGeneral |
| Fundraising | 3554 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30574 | Total |
| Management And General | 30574 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290612 | Total |
| Management And General | 290612 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6068 | Total |
| Management And General | 6068 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6560 | Total |
| Management And General | 3280 | ManagementAndGeneral |
| Fundraising | 3280 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26220 | Total |
| Management And General | 26220 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3120 | Total |
| Management And General | 3120 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240 | Total |
| Management And General | 240 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5857 | Total |
| Management And General | 5857 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOUNDATION AND DONOR DE | 10753 | 10753 | |
| ASSOCIATION DUES | 1120 | 1120 | |
| BOARD/STAFF DEVELOPMENT | 840 | 840 | |
| FUND ADMINISTRATION | 439 | 439 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231 | Total |
| Management And General | 231 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1666132 | Total |
| Program Services | 1003256 | ProgramServices |
| Management And General | 600152 | ManagementAndGeneral |
| Fundraising | 62724 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161496 | BOY |
| EOY | 156382 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 53707 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49044 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213 | BOY |
| EOY | 4663 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25015268 | BOY |
| EOY | 24888641 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394997 | BOY |
| EOY | 400717 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25571974 | BOY |
| EOY | 25450403 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8049 | BOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250831 | BOY |
| EOY | 276272 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2533657 | BOY |
| EOY | 2573460 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2792537 | BOY |
| EOY | 2849732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11387102 | BOY |
| EOY | 10969415 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11392335 | BOY |
| EOY | 11631256 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22779437 | BOY |
| EOY | 22600671 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25571974 | BOY |
| EOY | 25450403 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 539461 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -718227 | 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 | 375733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 578078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 413381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 675051 | CurrentTaxYearMinus1Year |
| Current Tax Year | 812119 | CurrentTaxYear |
| Total | 2854362 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 375733 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 578078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 413381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 675051 | CurrentTaxYearMinus1Year |
| Current Tax Year | 812119 | CurrentTaxYear |
| Total | 2854362 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 41545 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2812817 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 855512 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 745743 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 582956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 632477 | CurrentTaxYearMinus1Year |
| Current Tax Year | 659432 | CurrentTaxYear |
| Total | 3476120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6330482 | TotalSupport |
| Public Support Pertcentage170 | 0.44430 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.42840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 14 | NumberDAFsHeld |
| Number Funds Held | 89 | NumberFundsHeld |
| Donor Advised Contributions | 24026 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 735996 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 21085 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 500016 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 650500 | AggregateDAFValue |
| Aggregate Fund Value | 10980756 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53707 | OtherCostOrOtherBasis |
| Depreciation | 49044 | Depreciation |
| Book Value | 4663 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4663 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER CHARITABLE REMAINDER UNITRUSTS | $15,314 |
| FUNDS HELD AS FAS 136 ENDOWMENTS | $2,558,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2573460 | TotalOfAmounts |
| Total Revenue | 2205593 | TotalRevenue |
| Total Expenses | 1666132 | TotalExpenses |
| Excess Or Deficit For Year | 539461 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -696654 | NetUnrealizedGLOnInvestments |
| Other | -$21,573 | OtherAmount |
| Total Adjustments | -718227 | TotalAdjustments |
| Excess Or Deficit Per FS | -178766 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1123462 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -696654 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -696654 | RevenueNotRptdF990 |
| Revenue Subtotal | 1820116 | RevenueSubtotal |
| Investment Expenses Not Included | 274896 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 110581 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 385477 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2205593 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1302228 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1302228 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 274896 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 89008 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 363904 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1666132 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS GRANTED THE FOUNDATION PERMANENT PUBLIC FOUNDATION STATUS. CONSEQUENTLY, THE FOUNDATION IS REQUIRED TO DRAW ITS SUPPORT FROM A BROAD BASE OF THE COMMUNITY. TO MEET THIS REQUIREMENT, THE "FOUNDATION ASSOCIATES" WAS ESTABLISHED SEVERAL YEARS AGO FOR THE PURPOSE OF SOLICITING MEMBERSHIP AND PARTICIPATION IN THE WORK OF THE SCRANTON AREA FOUNDATION, INC. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ACTIVITY IN FAS 136 FUNDS HELD AS AGENCY ENDOWMENTS ($21,573) -21,573. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS IN FAS 136 FUNDS $659 INTEREST IN FAS 136 FUNDS $75,011 REALIZED GAINS IN FAS 136 FUNDS $34,911 | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES IN FAS 136 FUNDS $15,716 GRANT EXPENSES IN FAS 136 FUNDS $73,292 | |
| SCHEDULE D PART X, LINE 2 - THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS GRANTED THE FOUNDATION PERMANENT PUBLIC FOUNDATION STATUS. CONSEQUENTLY, THE FOUNDATION IS REQUIRED TO DRAW ITS SUPPORT FROM A BROAD BASE OF THE COMMUNITY. TO MEET THIS REQUIREMENT, THE "FOUNDATION ASSOCIATES" WAS ESTABLISHED SEVERAL YEARS AGO FOR THE PURPOSE OF SOLICITING MEMBERSHIP AND PARTICIPATION IN THE WORK OF THE SCRANTON AREA FOUNDATION, INC. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|---|
| LACKAWANNA COUNTY LIBRARY SYSTEM | |||||||
| 500 VINE STREET | SCRANTON | PA | 18509 | 501(C)(3) | 5000 | TO PROVIDE ASSISTANCE TO LIBRARY'S LECTURE SERIES. | |
| WOMEN'S RESOURCE CENTER | |||||||
| PO BOX 975 | SCRANTON | PA | 18501 | 501(C)(3) | 15000 | TO PROVIDE VOLUNTEER CRISIS AND ADVOCACY PROGRAM TO ASSIST WOMEN IN CRISIS. | 232003915 |
| WVIA | |||||||
| 100 WVIA WAY | PITTSTON | PA | 18640 | 501(C)(3) | 6180 | TO PROVIDE SUPPORT FOR PUBLIC TELEVISION AND RADIO PROGRAMMING. | 231663603 |
| THE COMMONWEALTH MEDICAL COLLEGE | |||||||
| 150 N WASHINGTON AVE | SCRANTON | PA | 18503 | 501(C)(3) | 100000 | TO PROVIDE FOR A SCHOLARSHIP FUND. | 260812968 |
| UNITED WAY OF LACKAWANNA COUNTY | |||||||
| 615 JEFFERSON AVE | SCRANTON | PA | 18510 | 501(C)(3) | 20000 | TO PROVIDE OPERATIONAL ASSISTANCE. | 240824164 |
| COUNTRYSIDE CONSERVANCY | |||||||
| PO BOX 55 | LA PLUME | PA | 18440 | 501(C)(3) | 25000 | TO ASSIST WITH THE DEVELOPMENT OF A RECREATIONAL TRAIL/ROUTE. | 232787790 |
| FRIENDSHIP HOUSE | |||||||
| 1509 MAPLE STREET | SCRANTON | PA | 18505 | 501(C)(3) | 20000 | TO PROVIDE EARLY EDUCATION SERVICES TO TRANSITION CHILDREN INTO TRADITIONAL EDUCATIONAL SETTINGS. | 240795422 |
| MARYWOOD UNIVERSITY | |||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | 501(C)(3) | 15000 | TO PROVIDE EVALUATIONS AND ASSISTIVE DEVICES FOR THOSE WITH COMMUNICATION DISABILITIES. | 240795456 |
| LACKAWANNA HOUSING SERVICES COLLABORATIVE | |||||||
| 709 E MARKET STREET | SCRANTON | PA | 18509 | 501(C)(3) | 17500 | TO PROVIDE HOME OWNERSHIP AND HOUSEING FORECLOSURE PREVENTION SERVICES. | 232177741 |
| SCRANTON PUBLIC LIBRARY | |||||||
| 500 VINE STREET | SCRANTON | PA | 18509 | 501(C)(3) | 10000 | TO PROVIDE DIGITIZATION AND PRESERVATION OF HISTORIC POETRY READINGS. | 246000426 |
| AMERICAN RED CROSS | |||||||
| 545 JEFFERSON AVENUE | SCRANTON | PA | 18510 | 501(C)(3) | 10000 | TO PROVIDE EMERGENCY ASSISTANCE TO PROVIDE LOCAL FLOOD RELIEF. | 530196605 |
| MARLEY'S MISSION | |||||||
| PO BOX 505 | SCRANTON | PA | 18501 | 501(C)(3) | 5000 | TO PROVIDE ONSITE EAGALA TRAINING AND CERTIFICATION FOR STAFF. | 271458718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS FOR STUDENTS GRADUATING FROM OR ATTENDING A PARTICULAR SCHOOL | 61 | 335268 |
| HUMANITARIAN AWARD PRESENTED TO A WOMAN WHOSE VISION, DEDICATION AND COURAGE HAS ENHANCED THE QUALITY OF LIFE AND EXPANDED THE OPPORTUNIES FOR THE PEOPLE OF HER COMMUNITY | 1 | 1000 |
| SCHOLARSHIPS TO TEACHERS IN A PARTICULAR SCHOOL DISTRICT FOR TRAINING TO ENHANCE PROFESSIONALISM | 1 | 2890 |
| TUITION ASSISTANCE TO AN INDIVIDUAL TO PARTICIPATE IN LEADERSHIP LACKAWANNA | 5 | 5002 |
| SCHOLARSHIPS FOR STUDENTS FROM A PARTICULAR SCHOOL TO PARTICIPATE IN OUTWARD BOUND | 4 | 14610 |
| TUITION ASSISTANCE FOR CHILDREN AND YOUTH TO ENJOY CAMPING AT GOOSE POND SCOUT RESERVATION | 1 | 750 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS REQUIRE THE ORGANIZATION TO SEND PROGRESS REPORTS TO THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | A BUSINESS RELATIONSHIP EXISTS BETWEEN TWO BOARD MEMBERS, THOMAS SPEICHER AND KAREN CLIFFORD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE MEETS WITH THE EXECUTIVE DIRECTOR AND THE INDEPENDENT ACCOUNTING FIRM TO REVIEW THE FORM 990. THE AUDIT COMMITTEE WILL THEN EMAIL THE 990 TO THE ENTIRE BOARD FOR REVIEW. THE AUDIT COMMITTEE THEN VOTES WHETHER OR NOT TO ACCEPT IT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD IS REQUIRED ANNUALLY TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | BEGINNING IN 2008, AS DIRECTED BY THE EXECUTIVE COMMITTEE, THE PROPOSED OPERATING BUDGET REFLECTS SUGGESTED SALARIES FOR THE THREE EMPLOYEES AND THE EXECUTIVE DIRECTOR FOR REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE AND FINAL APPROVAL OF THE BOARD OF GOVERNORS. THE SALARY FOR THE EXECUTIVE DIRECTOR IS SUBSTANTIATED BY INFORMATION PROVIDED BY THE COUNCIL ON FOUNDATIONS - A NATIONAL ACCREDITING BODY. THE EXECUTIVE COMMITTEE WILL REVIEW THE OPERATING BUDGET AND THE SUPPORTING DOCUMENTS AND WILL VOTE TO ACCEPT, AMEND, OR DISMISS THE BUDGET. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE BALANCE SHEET IS INCLUDED IN FOUNDATION'S QUARTERLY NEWSLETTER. SINCE THE FOUNDATION IS REGISTERED WITH PENNSYLVANIA'S BUREAU OF CHARITABLE ORGANIZATIONS, A COPY OF FINANCIAL INFORMATION IS ALSO AVAILABLE FROM THE PA DEPARTMENT OF STATE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -696,654. NET ACTIVITY IN FAS 136 FUNDS HELD AS AGENCY ENDOWMENTS ($21,573) -21,573. TOTAL TO FORM 990, PART XI, LINE 5: -718,227. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments