Pacb Foundation: FY2022 Nonprofit Profile & Form 990 (EIN 25-1728621)

Revenue by fiscal year
FY2020	$1K
FY2021	$6K
FY2022	$3K
FY2023	$11K
FY2024	$10K

Expenses by fiscal year
FY2020	$19K
FY2021	$27K
FY2022	$43K
FY2023	$27K
FY2024	$23K

Net assets by fiscal year
FY2020	$672K
FY2021	$660K
FY2022	$626K
FY2023	$610K
FY2024	$607K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1995.

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

Where the money goes

2 cents of each dollar spent went to programs.

98%

Program services 2% · $945 Management & general 98% · $42K

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

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation

Jon Conklin

Secretary

$0Pt VII · Sec A

William Ritenour

Chairman

$0Pt VII · Sec A

Troy M Campbell

Vice Chairman

$0Pt VII · Sec A

Lori a Cestra

Treasurer

$0Pt VII · Sec A

Troy a Peters

Chairman Elect

$0Pt VII · Sec A

Kevin Shivers

President/CEO

$0Pt VII · Sec A

See Pacb Foundation executive salaries →

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

Offers financial aid and charitable services for education to eligible individuals.

Questions for Pacb Foundation

Tap to ask. Pacb Foundation sees how many people are interested.

Your first name shows with your question. Pacb Foundation answers here, for everyone.

1 program · $945 · in their own filed words · FY2022

01

Provide educational financial assistance to employees or children of employees of member banks of the pa association of community bankers. Since its inception in 1994, the foundation has awarded over 151, $1,000, renewable scholarships.

Form 990 Part III, line 4, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 25-1728621) · Dispute this line

$945program expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 5 grants · $26K · 2020–2024

Unitemized GrantFY2024$4,470

Unitemized GrantFY2023$2,370

Unitemized GrantFY2022$945

Unitemized GrantFY2021$10,925

Unitemized GrantFY2020$7,000

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$3K

Ln 12

Gifts and grantsLn 1h$3K

Investment incomeLn 3$56

Money outPt IX

$43K

Ln 25

Programscol B$945

Managementcol C$42K

Owns and owesPt X

$626K

net assets · Ln 32

Cash and savingsLn 1–2$626K

Total assetsLn 16$627K

LiabilitiesLn 26$1K

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$3K

Investment incomeLn 3$56

Total revenueLn 12$3K

Assets in detailPt X, end of year

SavingsLn 2$626K

Cash and savings togetherLn 1–2$626K

Other assetsLn 15$1K

Total assetsLn 16$627K

LiabilitiesLn 26$1K

Net assetsLn 32$626K

OperationsPt I, VI

EmployeesI 50

VolunteersI 65

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3More from this return

EndowmentSch D · Pt V

Line	FY22	FY21	FY20	FY19	FY18
End of yearLn 1g	$136K	$136K	$135K	$119K	$119K
SpentLn 1d–1f				$3K	$2K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$659K	$626K
Total assetsLn 16	$660K	$627K
LiabilitiesLn 26	$0	$1K
Net assetsLn 32	$660K	$626K

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$945	$945
Management feesLn 11a	$29K		$29K
Accounting feesLn 11c	$2K		$2K
Advertising and promotionLn 12	$8K		$8K
Office expensesLn 13	$577		$577
Conferences, conventions and meetingsLn 19	$2K		$2K
Total functional expensesLn 25	$43K	$945	$42K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 LatestFiled with the IRS Nov 14, 2025	$10K	$23K	−$13K	$607K	990 PDF
FY2023Filed with the IRS Nov 13, 2024	$11K	$27K	−$16K	$610K	990 PDF
FY2022 ViewingFiled with the IRS Oct 9, 2023	$3K	$43K	−$39K	$626K	990 PDF
FY2021Filed with the IRS Oct 17, 2022	$6K	$27K	−$22K	$660K	990 PDF
FY2020Filed with the IRS May 13, 2021	$1K	$19K	−$18K	$672K	990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations

See the full FY2022 990

Part I · Summary $3,481 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,495$3,425

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $48$56

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $5,543$3,481

I-13 Grants and similar amounts paidPrior year $10,925$945

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $16,524$41,805

I-18 Total expensesPrior year $27,449$42,750

I-19 Revenue less expensesPrior year −$21,906−$39,269

Part VI · Governance 5 of 5 board members independent, 4 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-12a Written conflict of interest policyNo

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

Part VIII · Statement of revenue $3,481 across 4 lines filed

VIII-1f All other contributions, gifts and grants$3,425

VIII-1h Total contributions, gifts and grants$3,425

VIII-3 Investment incomeExcluded from tax $56$56

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $56$3,481

Part IX · Statement of functional expenses $42,750 across 6 lines filed

IX-2 Grants to domestic individualsPrograms $945$945

IX-11a Management feesManagement $29,488$29,488

IX-11c Accounting feesManagement $1,800$1,800

IX-12 Advertising and promotionManagement $7,650$7,650

IX-13 Office expensesManagement $577$577

IX-19 Conferences, conventions and meetingsManagement $2,290$2,290

IX-25 Total functional expensesPrograms $945 · Management $41,805 · Fundraising $0$42,750

Part X · Balance sheet $627,474 assets, 9 lines filed

X-2 Savings and temporary cash investmentsStart of year $658,946$626,474

X-15 Other assetsStart of year $625$1,000

X-16 Total assetsStart of year $659,571$627,474

X-17 Accounts payable and accrued expenses$1,200

X-26 Total liabilitiesStart of year $0$1,200

X-27 Net assets without donor restrictionsStart of year $523,901$489,924

X-28 Net assets with donor restrictionsStart of year $135,670$136,350

X-32 Total net assets or fund balancesStart of year $659,571$626,274

X-33 Total liabilities and net assetsStart of year $659,571$627,474

Part XI · Reconciliation of net assets $626,274 net assets at year end

XI-1 Total revenue$3,481

XI-2 Total expenses$42,750

XI-3 Revenue less expenses−$39,269

XI-4 Net assets at start of year$659,571

XI-5 Net unrealized gains (losses) on investments$5,972

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$626,274

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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

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. A filing can only be corrected by the organization filing an amended return with the IRS; the corrected information appears here at our next update.

We publish only information contained in the public IRS filing, and less than the filing contains. Our pages do not display home 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, contact the filing organization or the IRS directly.

Pacb Foundation FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Pacb Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV