Totals
- Total revenue
- $2,009,625
- Total expenses
- $572,178
- Contributions and grants received
- $1,633,646
- Grants paid
- $374,135
- Program service revenue
- $0
- Investment income
- $375,979
- Other revenue
- $0
- Total assets, end of year
- $17,607,405
- Total liabilities, end of year
- $69,103
- Net assets or fund balances, end of year
- $17,538,302
- Program services expenses (Part IX)
- $397,753
- Management and general expenses
- $51,269
- Fundraising expenses
- $123,156
- Program service expenses (Part III)
- $397,753
Program services were 69.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$585,338
-
1f · All other contributions, gifts and grants
$1,048,308
-
1g · Noncash contributions included above
$141,955
-
3 · Investment income
total $337,589 · excluded $337,589
-
7a · Gross sales of assets other than inventory
securities $38,390
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $38,390
-
7d · Net gain or loss
total $38,390 · excluded $38,390
-
8a · Fundraising events: gross income
$214,958
-
8a · Fundraising events: contributions included on line 1c
$585,338
-
8b · Fundraising events: direct expenses
$214,958
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $374,135 · program services $374,135
-
11c · Fees: accounting
total $10,557 · management and general $10,557
-
11f · Fees: investment management
total $40,712 · management and general $40,712
-
24a · Other expenses: SPECIAL EVENT EXPENSES
total $123,156 · fundraising $123,156
-
24b · Other expenses: BANK FEES
total $12,239 · program services $12,239
-
24c · Other expenses: EMPLOYEE CARE FUND
total $8,179 · program services $8,179
-
24d · Other expenses: MEMBERSHIP AND DUES
total $3,200 · program services $3,200
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $149,736 · end of year $309,049
-
2 · Savings and temporary cash investments
beginning of year $2,846,825 · end of year $2,155,111
-
3 · Pledges and grants receivable
beginning of year $1,353,004 · end of year $900,655
-
9 · Prepaid expenses and deferred charges
beginning of year $7,600 · end of year $5,330
-
12 · Investments: other securities
beginning of year $10,694,439 · end of year $14,237,260
-
17 · Accounts payable and accrued expenses
beginning of year $31,260 · end of year $11,492
-
25 · Other liabilities
beginning of year $67,386 · end of year $57,611
-
27 · Net assets without donor restrictions
beginning of year $9,257,523 · end of year $10,988,782
-
28 · Net assets with donor restrictions
beginning of year $5,695,435 · end of year $6,549,520
Mission and programs · 2023
Mission
TO MAKE GIFTS, GRANTS, LOANS, ETC. OF ANY OF ITS PROPERTY TO OR FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA), BOTH 501 (C) (3) ORGANIZATIONS.
-
THE FOUNDATION RECEIVED CONTRIBUTIONS IN THE CURRENT YEAR THAT WILL BE USED FOR THE BENEFIT OF PENN-MAR ORGANIZATION, INC. (OF MARYLAND) AND PENN-MAR ORGANIZATION, INC. (OF PENNSYLVANIA)
Expenses $397,753 · Grants $374,135
As filed on the 2023 return.
Listed in Part VII
-
Anthony GalloANTHONY GALLO
IMMEDIATE PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Bruce BartelsBRUCE BARTELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony P CampisiANTHONY P CAMPISI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr James BallDR JAMES BALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristine CrosswhiteKRISTINE CROSSWHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William YanavitchWILLIAM YANAVITCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Max BlumenthalMAX BLUMENTHAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Pitts-MadonnaELIZABETH PITTS-MADONNA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Julia HugginsJULIA HUGGINS
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joe DipaolaJOE DIPAOLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary GilbertGARY GILBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Holly LitrentaHOLLY LITRENTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gregory T MillerGREGORY T MILLER
CEO
- Total calculated
- $375,136
- From this org
- $0
- From related orgs
- $375,136
- Other
- $0
- Hours/week
- 6
Schedule J breakdown matched by us
- Base
- $0 + $375,136 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $375,136 related
-
Katherine A RogersKATHERINE A ROGERS
ED
- Total calculated
- $210,047
- From this org
- $0
- From related orgs
- $210,047
- Other
- $0
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $0 + $210,047 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $210,047 related
-
Michael J MahonMICHAEL J MAHON
CFO
- Total calculated
- $201,642
- From this org
- $0
- From related orgs
- $201,642
- Other
- $0
- Hours/week
- 3
Schedule J breakdown matched by us
- Base
- $0 + $201,642 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $201,642 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- CERTAIN INDIVIDUALS WERE ABLE TO RECEIVE ADDITIONAL BENEFITS UNDER A 457(B) PLAN. THESE AMOUNTS HAVE BEEN LISTED AS NONTAXABLE BENEFITS IN PART II OF SCHEDULE J.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
PENN-MAR ORGANIZATION INC (MD)
$216,523
TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE.
-
PENN-MAR ORGANIZATION INC (PA)
$157,612
TO ASSIST RECIPIENT ORGANIZATION IN PURSUIT OF ITS TAX-EXEMPT PURPOSE.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PENN-MAR ORGANIZATION INC (PA)
501(C)(3) · TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES · PA
-
PENN-MAR DEVELOPMENT CORPORATION
501(C)(3) · TO RECEIVE AND ADMINSTER FUNDS TO ASSIST PENN-MAR ORG. IN ITS EXEMPT PURPOSE · MD
-
PENN-MAR ORGANIZATION INC (MD)
501(C)(3) · TO PROVIDE SUPPORT SERVICES TO FAMILIES & INDIVIDUALS WITH DISABILITIES · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541259349300914
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.