Sunbury Area Community Foundation

Nonprofit profile at a glance

EIN
240796877
IRS 990 coverage
2013–2020
Forms available
Form 990 2020
Location
Berwick, PA, USA
Phone
5707523930
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$81,163
Expenses
$342,924
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

6 people listed

People named in this filing

  • ADAM PURDY (CHAIR)
  • DONNA SPANGLER BOOP (DIRECTOR)
  • JEFF HOLLENBACH (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote a wide variety of health and related community services, including but not limited to, making grants to maintain and improve the health care of the community previously served by the sunbury community hospital.

What it reported doing in 2020

The sunbury area community foundation (sacf) is a hospital-conversion foundation, created in 2005-2006 through the sale of the sunbury community hospital. The sacf joined the community giving foundation (cgf) as an affiliate in december 2006. Cgf provides investment, administrative, and program support for sacf, which operates solely on its volunteers and has no staff or administrative structure. The sacf's focus is on children's health, early childhood, health-career scholarships, oral health, and issues regarding the working poor. The cgf had an infrastructure in place that could serve an entire region of philanthropists. Sacf affiliated with cscf for experienced management, pooled investments, and back office support. The sacf board focuses its efforts on stewardship, development and grantmaking for the communities it serves. In 2020, sacf awarded scholarships to students in health care related programs of study. The foundation also awarded grants to support programs for early childhood education, family assistance with diapers and formula, youth diabetes camperships, healthy families, children's blindness prevention, and medical and dental clinics for the under and uninsured.

Operating model

Revenue model
Investment-supported. 66% of the money available for current operations came from recurring investment income.
Distribution model
Hybrid. The nonprofit split its reported program spending across 76% for direct work, and 24% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 80
  • Accountability: 94
  • Sustainability: 12
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 85.9%; rating input score 86
  • Fundraising efficiency: $1.22 raised per $1 spent on fundraising; rating input score 16; 16th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 16th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 63.7%; rating input score 64; 48th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -322.5%; rating input score 10; 10th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 7.4% per year; rating input score 100; 80th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 67th percentile among comparable filings
  • Asset growth: -7.2% per year; rating input score 0; 18th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 85.9% of spending went to programs
  • Governance: 6 of 6 board members independent · 6 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $294K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 17 of 18 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 8 filing years from 2013 to 2020
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 16/100.
  • High — Sustainability: Operating margin scored 10/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.