Lancaster Education Foundation FY2021 filing

Tax-deductible

Lancaster, PA501(c)(3)EducationEIN 23-2583874Revenue $832K in FY2021

On file with the IRSlancasteredfnd.com1020 Lehigh Ave, 17602-2452 · Lancaster, PATax-exempt since Aug 1990Publicly supported charity — 170(b)(1)(A)(vi)

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Provide special programs to enhance the Education opportunities for students in the school district of Lancaster.

501(c)(3) charity; gifts are tax-deductible.
61¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $76K a year · 11% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 14.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$832K
+56% vs prior year
Spent
$518K
To programs
61%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$832K
FY2021▲ +56%
Tap a bar for its year
Revenue by fiscal year
FY2020$534K
FY2021$832K
FY2022$602K
FY2023$655K
FY2024$780K
FY2025$678K
Expenses
$518K
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$523K
FY2021$518K
FY2022$606K
FY2023$792K
FY2024$566K
FY2025$619K
Net assets
$2.3M
FY2021▲ +31%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$2.3M
FY2022$2.0M
FY2023$2.0M
FY2024$2.4M
FY2025$2.6M

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $314K Management & general 30% · $154K Fundraising 10% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Superintendent
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Angela Trout’s $60K as Director is at the 52nd percentile of top reported officer pay among 1612 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Lancaster Education Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Enhances education for students in the School District of Lancaster through special programs.

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Provided by the organization

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1 program · $314K · in their own filed words · FY2020
01

The lancaster education foundation's primary purpose is to support the mission and programs of the schools of the school district of lancaster, serving as its non-profit partner for district fundraising, increasing amounts of scholarships awarded, supporting and increasing dual enrollment opportunities and developing a robust mccaskey…

$314Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$12K
Grants paid · 16 grants · $1.6M · 2019–2024
School District of LancasterFY2024$171,139
Unitemized GrantFY2024$83,286
The Pennsylvania State UniversityFY2024$5,500
Unitemized GrantFY2023$96,719
School District of LancasterFY2023$84,976
School District of LancasterFY2022$174,316
Unitemized GrantFY2022$141,979
School District of LancasterFY2021$117,901
Unitemized GrantFY2021$114,895
School District of LancasterFY2020$219,154
Unitemized GrantFY2020$43,851
Unitemized GrantFY2019$154,055
School District of LancasterFY2019$146,410

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$832K
Ln 12
Gifts and grantsLn 1h$748K
Investment incomeLn 3$83K
Other incomeLn 4–11$588
Money outPt IX
$518K
Ln 25
Programscol B$314K
Managementcol C$154K
Fundraisingcol D$50K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$604K
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$748K
Government grantsLn 1e$154K
Investment incomeLn 3$83K
Other incomeLn 4–11$588
Total revenueLn 12$832K
Assets in detailPt X, end of year
CashLn 1$302K
SavingsLn 2$301K
Cash and savings togetherLn 1–2$604K
InvestmentsLn 11–13$1.7M
Total assetsLn 16$2.3M
LiabilitiesLn 26$0
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 54
VolunteersI 649
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$395K$604K
InvestmentsLn 11–13$1.3M$1.7M
Total assetsLn 16$1.8M$2.3M
LiabilitiesLn 26$28K$0
Net assetsLn 32$1.7M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$219K$219K
Grants to domestic individualsLn 2$44K$44K
Other salaries and wagesLn 7$141K$45K$59K$37K
Payroll taxesLn 10$14K$5K$6K$4K
Legal feesLn 11b$36K$36K
Other fees for servicesLn 11g$44K$44K
Advertising and promotionLn 12$765$765
Office expensesLn 13$16K$1K$6K$8K
Conferences, conventions and meetingsLn 19$337$113$112$112
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$271$271
Total functional expensesLn 25$518K$314K$154K$50K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $678K$619K$59K$2.6M 990 PDF
FY2024 $780K$566K$213K$2.4M 990 PDF
FY2023 $655K$792K−$137K$2.0M 990 PDF
FY2022 $602K$606K−$4K$2.0M 990 PDF
FY2021 Viewing $832K$518K$314K$2.3M 990 PDF
FY2020 $534K$523K$10K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $831,559 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $466,120$747,924
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $54,504$83,047
I-11 Other revenuePrior year $12,907$588
I-12 Total revenuePrior year $533,531$831,559
I-13 Grants and similar amounts paidPrior year $343,465$263,005
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $118,030$155,029
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $61,925$99,506
I-18 Total expensesPrior year $523,420$517,540
I-19 Revenue less expensesPrior year $10,111$314,019
Part VI · Governance 16 of 16 board members independent, 3 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $831,559 across 7 lines filed
VIII-1b Membership dues$37,024
VIII-1e Government grants$154,100
VIII-1f All other contributions, gifts and grants$556,800
VIII-1h Total contributions, gifts and grants$747,924
VIII-3 Investment incomeExcluded from tax $83,047$83,047
VIII-8 Net income from fundraising eventsExcluded from tax $588$588
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $83,635$831,559
Part IX · Statement of functional expenses $517,540 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $219,154$219,154
IX-2 Grants to domestic individualsPrograms $43,851$43,851
IX-7 Other salaries and wagesPrograms $45,130 · Management $59,060 · Fundraising $36,693$140,883
IX-10 Payroll taxesPrograms $4,532 · Management $5,930 · Fundraising $3,684$14,146
IX-11b Legal feesManagement $36,380$36,380
IX-11g Other fees for servicesManagement $43,899$43,899
IX-12 Advertising and promotionFundraising $765$765
IX-13 Office expensesPrograms $1,065 · Management $6,172 · Fundraising $8,470$15,707
IX-19 Conferences, conventions and meetingsPrograms $113 · Management $112 · Fundraising $112$337
IX-23 InsuranceManagement $2,147$2,147
IX-24 Other expenses (24a–d)Programs $271$271
IX-25 Total functional expensesPrograms $314,116 · Management $153,700 · Fundraising $49,724$517,540
Part X · Balance sheet $2,259,114 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $74,605$302,476
X-2 Savings and temporary cash investmentsStart of year $320,761$301,043
X-3 Pledges and grants receivableStart of year $25,000$0
X-9 Prepaid expenses and deferred chargesStart of year $1,104$0
X-11 Publicly traded securitiesStart of year $1,330,716$1,655,595
X-16 Total assetsStart of year $1,752,186$2,259,114
X-17 Accounts payable and accrued expensesStart of year $5,150$0
X-26 Total liabilitiesStart of year $28,250$0
X-27 Net assets without donor restrictionsStart of year $342,907$635,007
X-28 Net assets with donor restrictionsStart of year $1,381,029$1,624,107
X-32 Total net assets or fund balancesStart of year $1,723,936$2,259,114
X-33 Total liabilities and net assetsStart of year $1,752,186$2,259,114
Part XI · Reconciliation of net assets $2,259,114 net assets at year end
XI-1 Total revenue$831,559
XI-2 Total expenses$517,540
XI-3 Revenue less expenses$314,019
XI-4 Net assets at start of year$1,723,936
XI-5 Net unrealized gains (losses) on investments$242,113
XI-9 Other changes in net assets−$20,954
XI-10 Net assets at end of year$2,259,114

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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