philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Eagles Mere Foundation FY2021 filing

Tax-deductible

Eagles Mere, PA501(c)(3)EIN 23-6805376

Preserving and enhancing the unique character of eagles mere, pennsylvania.

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $144K a year · 67% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $2K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$283K
+21% vs prior year
Spent
$53K
To programs
69%
Net assets
$1.5M
By yearFY2020–FY2024
Revenue
$283K
FY2021▲ +21%
Revenue by fiscal year
FY2020$233K
FY2021$283K
FY2022$162K
FY2023$211K
FY2024$187K
Expenses
$53K
FY2021▲ +34%
Expenses by fiscal year
FY2020$40K
FY2021$53K
FY2022$45K
FY2023$150K
FY2024$69K
Net assets
$1.5M
FY2021▲ +30%
Net assets by fiscal year
FY2020$1.2M
FY2021$1.5M
FY2022$1.3M
FY2023$1.4M
FY2024$1.6M

From the FY2021 Form 990 · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1987.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $37K Management & general 18% · $10K Fundraising 13% · $7K

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

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Katherine Holmes
Vice President
$0Pt VII · Sec A
Jon Walheim
Treasurer
$0Pt VII · Sec A
Arnie Borish
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Andy Rau
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Henry Long
Director
$0Pt VII · Sec A
See Eagles Mere Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

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

Protects and improves the special qualities of Eagles Mere, Pennsylvania.

Provided by the organization

This section is blank until Eagles Mere Foundation claims this page.

Know this organization? Claim it to add your story

1 program service account for $37K of program spending, described in the organization's own filed words · FY2021.
01

The organization provides grants to qualified organizations that are also tax exempt in the eagles mere, pennsylvania area. The organization made various grants in the year to organizations that were instrumental in educational and historical activities.

$37Kprogram expense

Run this program? Claim this org to tell your story

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 · FY2024
John and Nancy Sykes Foundation IncorporatedFY2024$2K
J S Plank and D M Dicarlo Family Foundation INCFY2024$500
Jpmorgan Chase FoundationFY2024$300
Total grants receivedfrom 3 funders$2K
See all 3 funders →
Grants paid · 13 grants · $212K · 2020–2024
Eagles Mere ConservancyPA · FY2024$11,900
Eagles Mere MuseumFY2024$9,152
Eagles Mere Volunteer Fire CoPA · FY2024$8,250
Eagles Mere Friends of the ArtsPA · FY2024$6,894
Eagles Mere Historic Village INCPA · FY2023$96,500
Eagles Mere Athletic AssociationPA · FY2023$14,500
Eagles Mere Volunteer Fire CoPA · FY2023$9,500
Eagles Mere Friends of the ArtsPA · FY2022$10,000
Eagles Mere Athletic AssociationPA · FY2022$6,400
Eagles Mere Historic Village INCPA · FY2021$14,000
Eagles Mere Friends of the ArtsPA · FY2021$8,000
Eagles Mere Athletic AssociationPA · FY2020$10,000
Eagles Mere Friends of the ArtsPA · FY2020$7,000

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$283K
Ln 12
Gifts and grantsLn 1h$196K
Investment incomeLn 3$87K
Money outPt IX
$53K
Ln 25
Programscol B$37K
Managementcol C$10K
Fundraisingcol D$7K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$28K
Total assetsLn 16$2.8M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$196K
Noncash giftsLn 1g$15K
Investment incomeLn 3$87K
Gains on assetsLn 7$41K
Total revenueLn 12$283K
Assets in detailPt X, end of year
SavingsLn 2$28K
Cash and savings togetherLn 1–2$28K
InvestmentsLn 11–13$2.8M
Total assetsLn 16$2.8M
LiabilitiesLn 26$1.3M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
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$20K$28K
InvestmentsLn 11–13$2.3M$2.8M
Total assetsLn 16$2.3M$2.8M
LiabilitiesLn 26$1.1M$1.3M
Net assetsLn 32$1.2M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$37K$37K
Legal feesLn 11b$6K$6K
Office expensesLn 13$9K$2K$7K
InsuranceLn 23$1K$1K
Total functional expensesLn 25$53K$37K$10K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $187K$69K$118K$1.6M 990 PDF
FY2023 $211K$150K$61K$1.4M 990 PDF
FY2022 $162K$45K$118K$1.3M 990 PDF
FY2021 Viewing $283K$53K$230K$1.5M 990 PDF
FY2020 $233K$40K$193K$1.2M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 (4 parts)
Part VIII · Statement of revenue $282,938 across 6 lines filed
VIII-1f All other contributions, gifts and grants$195,969
VIII-1g Noncash contributions (included above)$14,590
VIII-1h Total contributions, gifts and grants$195,969
VIII-3 Investment incomeExcluded from tax $45,496$45,496
VIII-7 Net gain or loss on sales of assetsExcluded from tax $41,473$41,473
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $86,969$282,938
Part IX · Statement of functional expenses $53,233 across 4 lines filed
IX-1 Grants to domestic organizationsPrograms $36,692$36,692
IX-11b Legal feesManagement $6,325$6,325
IX-13 Office expensesManagement $2,011 · Fundraising $7,006$9,017
IX-23 InsuranceManagement $1,199$1,199
IX-25 Total functional expensesPrograms $36,692 · Management $9,535 · Fundraising $7,006$53,233
Part X · Balance sheet $2,806,647 assets, 9 lines filed
X-2 Savings and temporary cash investmentsStart of year $19,600$28,464
X-11 Publicly traded securitiesStart of year $2,250,093$2,778,183
X-16 Total assetsStart of year $2,269,693$2,806,647
X-25 Other liabilitiesStart of year $1,087,973$1,276,100
X-26 Total liabilitiesStart of year $1,087,973$1,276,100
X-27 Net assets without donor restrictionsStart of year $1,097,343$1,433,517
X-28 Net assets with donor restrictionsStart of year $84,377$97,030
X-32 Total net assets or fund balancesStart of year $1,181,720$1,530,547
X-33 Total liabilities and net assetsStart of year $2,269,693$2,806,647
Part XI · Reconciliation of net assets $1,530,547 net assets at year end
XI-1 Total revenue$282,938
XI-2 Total expenses$53,233
XI-3 Revenue less expenses$229,705
XI-4 Net assets at start of year$1,181,720
XI-5 Net unrealized gains (losses) on investments$119,122
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,530,547

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Export with similar orgs (CSV)
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.