PARTNERSHIP FOR BETTER HEALTH: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR BETTER HEALTH (EIN 23-1352161)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-09
- IRS object ID
- 201123139349300237
- Schema version
- 2010v3.4
- 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 | 2011-11-09T10:13:22-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 200 221 W PHILADELPHIA ST | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174012993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | 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 | INTERIM EXECUTIVE DIRECTOR | Title |
| Phone | 7179609009 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS L BERMAN | Name |
| Phone | 7178467000 | Phone |
| Date Prepared | 2011-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 63502617 | 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 | TO PROMOTE IMPROVED HEALTH AND WELLNESS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1028979 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1079965 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 283926 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1033750 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 314788 | OtherRevenuePriorYear |
| Other Revenue Current Year | 116661 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1627693 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2230376 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2184322 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2160783 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 599001 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 676206 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 955 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 495899 | OtherExpensePriorYear |
| Other Expenses Current Year | 505386 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3279222 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3342375 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1651529 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1111999 | RevenuesLessExpensesCY |
| Total Assets BOY | 64777886 | TotalAssetsBOY |
| Total Assets EOY | 73024595 | TotalAssetsEOY |
| Total Liabilities BOY | 2056714 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1991071 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 62721172 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 71033524 | 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 | 2658646 | Expense |
| Grants | 2160783 | Grants |
| Revenue | 0 | Revenue |
| Description | THE CARLISLE AREA HEALTH & WELLNESS FOUNDATION (CAHWF) PROVIDES FUNDING FOR GRANTS AND INITIATIVES THAT SEEK TO IMPROVE INDIVIDUALS' HEALTH STATUS AND COMMUNITY HEALTH CAPACITY. THE FOUNDATION'S CENTRAL PURPOSE IS TO PROVIDE SUPPORT TO PROGRAMS ALIGNING WITH THE FIVE BOARD-ADOPTED FOCUS AREAS. TOWARD THAT GOAL IN 2010-11 THE TOTAL GIVING TO RESPONSIVE GRANTS WAS $2,160,783 AND RELATED PERCENTAGES FOR THE FOCUS AREAS WERE: PRIMARY CARE-42%, ORAL HEALTH-24%, BEHAVIORAL HEALTH-14%, NUTRITION, PHYSICAL ACTIVITY AND TOBACCO CESSATION-11% AND ALLIED HEALTHCARE EDUCATION-7%. HEALTHY PEOPLE AND CHRONIC DISEASE GRANTS EACH RECEIVED 1% OF FUNDS. GRANTS WERE PROVIDED TO 33 NONPROFIT ORGANIZATIONS.ADDITIONALLY, BEYOND RESPONSIVE GRANTMAKING CAHWF DEVELOPS INITIATIVES TO PROACTIVELY ADDRESS ISSUES. THE TOTAL FUNDING FOR 2010-11 OF $75,144 SUPPORTED SUCH EFFORTS AS WELLNESS AT WORK, POSTPARTUM ADJUSTMENT SUPPORT GROUP AND TRAINING, SAFE ROUTES TO SCHOOL, AND WORKPLACE DIABETES.THE FIVE PROGRAMS AT THE SADLER HEALTH CENTER ARE SO CRITICAL TO THE FOUNDATION'S MISSION AND THE COMMUNITY'S BASIC HEALTHCARE NEEDS THAT IN TOTAL THEY RECEIVE APPROXIMATELY 62% OF GRANT FUNDS. THE SERVICES OFFERED THROUGH THIS COMMUNITY HEALTH CENTER INCLUDE: TRADITIONAL MEDICAL AND DENTAL CARE; HEALTHY RX, WHICH HAS SECURED OVER $15 MILLION IN FREE PRESCRIPTIONS IN JUST OVER FIVE YEARS; TOBACCO CESSATION, WITH A HIGHLY SUCCESSFUL 55% QUIT RATE; AND NURSE FAMILY PARTNERSHIP, A NATIONALLY RESPECTED EVIDENCE-BASED PROGRAM. IN THE STATEMENT OF FUNCTIONAL EXPENSES, CAHWF REPORTS THAT 80% OF ITS FUNDS SUPPORTED PROGRAM SERVICES IN 2010-11. ON AVERAGE A GRANT LEVERAGES OVER $3.00 FROM OTHER RESOURCES FOR EVERY $1.00 THE FOUNDATION INVESTS. SERVICES THAT GO ABOVE AND BEYOND THOSE OF MANY FOUNDATIONS INCLUDE FREE, OR AT LITTLE COST, TRAINING ON OUTCOME EVALUATION AND OTHER CAPACITY BUILDING AND NONPROFIT EFFORTS. ADDITIONALLY CAHWF LEADS OR SUPPORTS MUCH COLLABORATION SUCH AS CARLISLE REGIONAL ADVOCATES FOR NUTRITION AND ACTIVITY AND THE CUMBERLAND COUNTY PARTNERSHIP FOR A HEALTHY COMMUNITY. | Description |
| Total Program Service Expense | 2658646 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 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 | 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 | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 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 |
|---|---|---|---|---|---|---|
| JACQUELINE POWELL | ||||||
| CHAIRPERSON | 4.00 | X | X | 0 | 0 | 0 |
| THOMAS E COOLIDGE | ||||||
| VICE CHAIRPERSON | 4.00 | X | X | 0 | 0 | 0 |
| PAUL D GEHRIS | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| DEB KELLY | ||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 |
| MARY FRANCES CARSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROGER CHAPPELKA | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOHN W FRIEND | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY S GAYMAN | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| SHERRY HOOVER | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| NORM JONES | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH A LAYMEN JR | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| JOHN MCCLELLAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| W CRAIG MCLEAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SUSAN OTWAY | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| MORGAN PLANT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LARRY S RANKIN MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DAVE ROSE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JUNE L SCHOMAKER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TERRY URICH | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| CAROL WILLIAMS | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| STEPHANIE WILLIAMS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| STEPHEN WINN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARY E MCMANUS THROUGH 63011 | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 97207 | 0 | 16318 | |
| HAROLD S FRAKER JR | ||||||
| DIRECTOR OF FINANCE | 40.00 | X | 66496 | 0 | 13711 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 163703 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 30029 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 | HERSHEY TRUST COMPANY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST CHOCOLATE AVENUE SUITE 20 | AddressLine1 |
| City | HERSHEY | City |
| State | PA | State |
| ZIP Code | 17033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT SERVICES | DescriptionOfServices |
| Compensation | 117083 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1079965 | AllOtherContributions |
| Total Contributions | 1079965 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 982901 | TotalRevenueColumn |
| Exclusion | $982,901 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61323090 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61138783 | Securities |
| Other | 133458 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 184307 | Securities |
| Other | -133458 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50849 | TotalRevenueColumn |
| Exclusion | $50,849 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| PENSION REFUND | 900099 | 75077 | $75,077 |
| FEES REVENUE | 900099 | 22292 | $22,292 |
| INSURANCE REFUND | 900099 | 17026 | $17,026 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2266 | TotalRevenueColumn |
| Exclusion | $2,266 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 116661 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2230376 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,150,411 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160783 | Total |
| Program Services | 2160783 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199867 | Total |
| Program Services | 96513 | ProgramServices |
| Management And General | 103112 | ManagementAndGeneral |
| Fundraising | 242 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363078 | Total |
| Program Services | 169047 | ProgramServices |
| Management And General | 193580 | ManagementAndGeneral |
| Fundraising | 451 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20005 | Total |
| Program Services | 10063 | ProgramServices |
| Management And General | 9917 | ManagementAndGeneral |
| Fundraising | 25 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53627 | Total |
| Program Services | 33134 | ProgramServices |
| Management And General | 20442 | ManagementAndGeneral |
| Fundraising | 51 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39629 | Total |
| Program Services | 18103 | ProgramServices |
| Management And General | 21473 | ManagementAndGeneral |
| Fundraising | 53 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19417 | Total |
| Management And General | 19417 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17200 | Total |
| Management And General | 17200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190943 | Total |
| Management And General | 190943 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51464 | Total |
| Program Services | 20637 | ProgramServices |
| Management And General | 30819 | ManagementAndGeneral |
| Fundraising | 8 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1046 | Total |
| Management And General | 1046 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18739 | Total |
| Program Services | 5240 | ProgramServices |
| Management And General | 13492 | ManagementAndGeneral |
| Fundraising | 7 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9436 | Total |
| Program Services | 4814 | ProgramServices |
| Management And General | 4613 | ManagementAndGeneral |
| Fundraising | 9 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41511 | Total |
| Program Services | 18068 | ProgramServices |
| Management And General | 23400 | ManagementAndGeneral |
| Fundraising | 43 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7581 | Total |
| Program Services | 1787 | ProgramServices |
| Management And General | 5794 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5462 | Total |
| Program Services | 5030 | ProgramServices |
| Management And General | 432 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35916 | Total |
| Program Services | 20587 | ProgramServices |
| Management And General | 15275 | ManagementAndGeneral |
| Fundraising | 54 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12300 | Total |
| Program Services | 7862 | ProgramServices |
| Management And General | 4426 | ManagementAndGeneral |
| Fundraising | 12 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOUNDATION INITIATIVES | 75144 | 75144 | |
| EVENTS AND COMMUNITY DE | 11496 | 11305 | 191 |
| TAXES | 3791 | 3791 | |
| TRAINING AND EDUCATION | 3107 | 529 | 2578 |
| MISCELLANEOUS | 833 | 833 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3342375 | Total |
| Program Services | 2658646 | ProgramServices |
| Management And General | 682774 | ManagementAndGeneral |
| Fundraising | 955 | 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 | 214854 | BOY |
| EOY | 46674 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1111 | BOY |
| EOY | 1685 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18361 | BOY |
| EOY | 10691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 802072 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 587207 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363267 | BOY |
| EOY | 214865 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35037791 | BOY |
| EOY | 38609127 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29142202 | BOY |
| EOY | 34141253 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64777886 | BOY |
| EOY | 73024595 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141526 | BOY |
| EOY | 192270 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1894340 | BOY |
| EOY | 1780615 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20848 | BOY |
| EOY | 18186 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2056714 | BOY |
| EOY | 1991071 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33302769 | BOY |
| EOY | 36717982 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280699 | BOY |
| EOY | 179123 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29137704 | BOY |
| EOY | 34136419 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62721172 | BOY |
| EOY | 71033524 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64777886 | BOY |
| EOY | 73024595 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1111999 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9424351 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 | 1718028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2201501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1127570 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1028979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1079965 | CurrentTaxYear |
| Total | 7156043 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1718028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2201501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1127570 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1028979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1079965 | CurrentTaxYear |
| Total | 7156043 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4663241 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2492802 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1696869 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1933524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1364293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 806614 | CurrentTaxYearMinus1Year |
| Current Tax Year | 982901 | CurrentTaxYear |
| Total | 6784201 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 83155 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 161092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160497 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 314788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 116661 | CurrentTaxYear |
| Total | 836193 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14776437 | TotalSupport |
| Public Support Pertcentage170 | 0.16870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.16960 | 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, 2011, THE ORGANIZATION RECEIVED APPROXIMATELY 16.87% 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 | 8022 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 288 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8310 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2650336 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2658646 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 282932 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 70733 | 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 | 355438 | CurrentYearMinus3 |
| Current Year Minus2 | 303516 | CurrentYearMinus2 |
| Current Year Minus1 | 284717 | CurrentYearMinus1 |
| Current Year | 282932 | CurrentYear |
| Total | 1226603 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,839,905 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 843 | CurrentYearMinus3 |
| Current Year Minus2 | 4612 | CurrentYearMinus2 |
| Current Year Minus1 | 4412 | CurrentYearMinus1 |
| Current Year | 8310 | CurrentYear |
| Total | 18177 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 88860 | CurrentYearMinus3 |
| Current Year Minus2 | 75879 | CurrentYearMinus2 |
| Current Year Minus1 | 71179 | CurrentYearMinus1 |
| Current Year | 70733 | CurrentYear |
| Total | 306651 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $459,977 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 4459 | CurrentYearMinus2 |
| Current Year Minus1 | 3725 | CurrentYearMinus1 |
| Current Year | 8022 | CurrentYear |
| Total | 16206 | 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 | 91366 | OtherCostOrOtherBasis |
| Book Value | 91366 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 599405 | OtherCostOrOtherBasis |
| Depreciation | 526727 | Depreciation |
| Book Value | 72678 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77921 | OtherCostOrOtherBasis |
| Depreciation | 60480 | Depreciation |
| Book Value | 17441 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33380 | OtherCostOrOtherBasis |
| Book Value | 33380 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 214865 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 34136419 |
| INVESTMENT INCOME RECEIVABLE | 4834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 34141253 | TotalBookValueOtherAssets |
| Total Revenue | 2230376 | TotalRevenue |
| Total Expenses | 3342375 | TotalExpenses |
| Excess Or Deficit For Year | -1111999 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4425636 | NetUnrealizedGLOnInvestments |
| Other | $4,998,715 | OtherAmount |
| Total Adjustments | 9424351 | TotalAdjustments |
| Excess Or Deficit Per FS | 8312352 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11654727 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4425636 | NetUnrealizedGainsInvestments |
| Other Revenues | 4998715 | OtherRevenues |
| Revenue Not Rptd F990 | 9424351 | RevenueNotRptdF990 |
| Revenue Subtotal | 2230376 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2230376 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3342375 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3342375 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3342375 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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 PROVISIONS OF THE ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED BY EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THE STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF PERPETUAL TRUSTS 4,998,715. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF PERPETUAL TRUSTS 4,998,715. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CARLISLE AREA HEALTHCARE AUXILIARY | |||||||
| PO BOX 579 | CARLISLE | PA | 17013 | 236399312 | 501(C)(3) | 22500 | SCHOLARSHIPS FOR POST-SECONDARY HEALTHCARE PROGRAMS |
| CARLISLE FAMILY YMCA | |||||||
| 311 S WEST STREET | CARLISLE | PA | 17013 | 231386198 | 501(C)(3) | 17570 | PROGRAM FOR OBESE YOUTH AND TEENS |
| CIVIC CLUB OF SHIPPENSBURG | |||||||
| PO BOX 593 | SHIPPENSBURG | PA | 17257 | 231394564 | 501(C)(3) | 16000 | COMMUNITY NURSE SERVICES |
| CARLISLE FAMILY YMCA | |||||||
| 311 S WEST STREET | CARLISLE | PA | 17013 | 231386198 | 501(C)(3) | 9058 | CUSTOMIZED WELLNESS PROGRAM FOR INDIVIDUALS |
| HACC FOUNDATION | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | 232353614 | 501(C)(3) | 87000 | SCHOLARSHIPS FOR POST-SECONDARY HEALTHCARE PROGRAMS |
| HOSPICE OF CENTRAL PA | |||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | 232016895 | 501(C)(3) | 79600 | HOSPICE SERVICES |
| NHSTHE STEVENS CENTER | |||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251878857 | 501(C)(3) | 80000 | PSYCHIATRIC SERVICES CLINICAL TEAM |
| PRESBYTERIAN HOMES | |||||||
| 210 BIG SPRING ROAD | NEWVILLE | PA | 17241 | 232941518 | 501(C)(3) | 12700 | COMMUNITY HEALTH AND WELLNESS COLLABORATION |
| SADLER HEALTH CENTER | |||||||
| 100 N HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 501(C)(3) | 1243475 | SUPPORT FOR PROGRAMS OF LOCAL HEALTH CENTER |
| SUBSTANCE ABUSE SERVICES | |||||||
| 1820 LINGLESTOWN ROAD SUITE 101 | HARRISBURG | PA | 17110 | 251861015 | 501(C)(3) | 77560 | SUBSTANCE ABUSE ADVOCACY AND EDUCATION |
| UNITED CEREBRAL PALSY OF CENTRAL PA | |||||||
| 925 LINDA LANE | CAMP HILL | PA | 17011 | 231433882 | 501(C)(3) | 5000 | RESPITE CARE SCHOLARSHIPS FOR CAREGIVERS |
| VISITING NURSE ASSOCIATION OF CENTRAL PA | |||||||
| 3315 DERRY STREET | HARRISBURG | PA | 17111 | 231352571 | 501(C)(3) | 84650 | COMMUNITY NURSE SERVICES |
| EMPLOYMENT SKILLS CENTER | |||||||
| 29 S HANOVER STREET | CARLISLE | PA | 17013 | 231995705 | 501(C)(3) | 37000 | CERTIFIED NURSE AIDE TRAINING |
| YWCA CARLISLE | |||||||
| 301 G STREET | CARLISLE | PA | 17013 | 231429866 | 501(C)(3) | 18500 | EDUCATION AND THERAPUTIC SERVICES FOR CANCER PATIENTS |
| YWCA CARLISLE | |||||||
| 301 G STREET | CARLISLE | PA | 17013 | 231429866 | 501(C)(3) | 24280 | EXERCISE PROGRAM FOR OVERWEIGHT WOMEN |
| CENTER FOR YOUTH & COMMUNITY DEVELOPMENT | |||||||
| 227 WEST HIGH STREET | GETTYSBURG | PA | 17325 | 640952164 | 501(C)(3) | 24900 | LEADERSHIP TRAINING FOR SUBSTANCE ABUSE |
| MARANATHA CARLISLE | |||||||
| 17 E HIGH STREET SUITE 104 | CARLISLE | PA | 17013 | 205164840 | 501(C)(3) | 7500 | FINANCIAL MANAGEMENT SERVICES |
| PROJECT SHARE OF CARLISLE | |||||||
| 5 N ORANGE STREET SUITE 4 | CARLISLE | PA | 17013 | 270531231 | 501(C)(3) | 83000 | HEALTHY FOOD FOR REGIONAL FOOD PANTRY |
| CUMBERLAND VALLEY RAILS TO TRAILS COUNCIL | |||||||
| 18 NORTH HANOVER STREET | CARLISLE | PA | 17013 | 232630981 | 501(C)(3) | 25000 | LAND ACQUISITION FOR EXTENSION OF RAIL TRAIL |
| NHSTHE STEVENS CENTER | |||||||
| 33 STATE AVENUE | CARLISLE | PA | 17013 | 251878857 | 501(C)(3) | 57000 | OUTPATIENT SUBSTANCE ABUSE TREATMENT |
| PA MENTAL HEALTH CONSUMERS' ASSOCIATION | |||||||
| 4105 DERRY STREET | HARRISBURG | PA | 17111 | 232484283 | 501(C)(3) | 6000 | TRAINING FOR MENTAL HEALTH ADVOCATES |
| SADLER HEALTH CENTER | |||||||
| 100 N HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 501(C)(3) | 40000 | INTEGRATED BAHAVIORAL HEALTH SPECIALIST |
| SADLER HEALTH CENTER | |||||||
| 100 N HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 501(C)(3) | 60000 | SUPPORT FOR DENTAL CLINIC |
| DOMESTIC VIOLENCE SERVICES | |||||||
| 602 N HANOVER STREET | CARLISLE | PA | 17013 | 251629910 | 501(C)(3) | 9000 | FAMILY RELATIONSHIP EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 33 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| 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 O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE AND AUDIT COMMITTEES; COPIES ARE MADE AVAILABLE TO THE BOARD AND A VERY BRIEF SUMMARY IS MADE PRIOR TO BOARD ACTION. | |
| 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 MATTER. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE, WITH INPUT FROM OTHER TRUSTEES, EVALUATES THE EXECUTIVE DIRECTOR ("ED"). BASED ON THE EVALUATION, FUNDS AVAILABLE AND THE BOARD APPROVED RANGE, A SALARY IS RECOMMENDED. THE SALARY IS SET WITHIN THE RANGE AS REVIEWED EVERY 3 YEARS BY AN OUTSIDE HR CONSULTANT AND THEN BOARD ADOPTED. THE COMMITTEE DISCUSSION IS DOCUMENTED ELECTRONICALLY AND PROVIDED TO THE ED AS IS THE EVALUATION. THE BOARD HAS AN EXECUTIVE SESSION IN JUNE TO HEAR THE EVALUATION AND THE SALARY RECOMMENDATION. THE SESSION BUT NOT THE DETAILS ARE NOTED IN THE GENERAL BOARD MINUTES. THE CHAIRPERSON THEN IN WRITING OR ELECTRONICALLY CONFIRMS THE BOARD DECISION AND SUCH NOTES ARE ON FILE WITH THE ED. THE BOARD APPROVES THE BUDGET EACH YEAR WITH A SET AMOUNT FOR SALARIES AND BENEFITS. WITH THE STAFF'S INPUT, THE EXECUTIVE DIRECTOR PREPARES AN EVALUATION AND THEN PROVIDES A SALARY BASED ON BOTH AVAILABLE FUNDS AND PERFORMANCE. OFFICER AND EMPLOYEE SALARIES ARE SET WITHIN THE RANGES AS REVIEWED EVERY 3 YEARS BY AN OUTSIDE HR CONSULTANT AND THEN BOARD ADOPTED. AFTER THE BUDGET AND EVALUATION PROCESS, THE BOARD CHAIRPERSON AND TREASURER REVIEW THE SALARIES AND NOTE THAT THEY ARE IN FACT WITHIN THE APPROVED RANGES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION DOES MAKE 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 WHICH IS MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS AND ALSO PRINTED IN A FULL PAGE AD IN THE LOCAL NEWSPAPER. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,425,636. CHANGE IN VALUE OF PERPETUAL TRUSTS 4,998,715. TOTAL TO FORM 990, PART XI, LINE 5: 9,424,351. | FORM 990, PART XI, LINE 5: |
| THE AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |
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