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Nonprofiteer
← YORK COUNTY BAR FOUNDATION

Form 990 for tax year 2023

Filed by YORK COUNTY BAR FOUNDATION.

Totals

Total revenue
$611,482
Total expenses
$511,630
Contributions and grants received
$454,759
Grants paid
$225,788
Program service revenue
$28,000
Investment income
$102,239
Other revenue
$26,484
Total assets, end of year
$7,400,939
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,400,939
Program services expenses (Part IX)
$414,934
Management and general expenses
$50,248
Fundraising expenses
$46,448
Program service expenses (Part III)
$414,934

Program services were 81.1% 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.

  • 1a · Federated campaigns

    $9,110

  • 1d · Related organizations

    $173,416

  • 1f · All other contributions, gifts and grants

    $272,233

  • 2a · Program service revenue: PRO-BONO OPT-OUT

    total $28,000 · related or exempt $28,000

  • 3 · Investment income

    total $211,497 · excluded $211,497

  • 6a · Gross rents

    real property $49,365

  • 6b · Less rental expenses

    real property $27,980

  • 6c · Rental income or loss

    real property $21,385

  • 6d · Net rental income or loss

    total $21,385 · excluded $21,385

  • 7a · Gross sales of assets other than inventory

    securities $3,292,963

  • 7b · Less cost or other basis and sales expenses

    securities $3,402,221

  • 7c · Gain or loss

    securities -$109,258

  • 7d · Net gain or loss

    total -$109,258 · excluded -$109,258

  • 8a · Fundraising events: gross income

    $2,450

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $2,450 · excluded $2,450

  • 11a · Other revenue: OTHER INCOME

    total $2,649 · excluded $2,649

  • 11e · Other revenue, total

    $2,649

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $210,228 · program services $210,228

  • 2 · Grants to domestic individuals

    total $15,560 · program services $15,560

  • 7 · Other salaries and wages

    total $96,590 · program services $70,701 · management and general $12,477 · fundraising $13,412

  • 11f · Fees: investment management

    total $28,283 · management and general $28,283

  • 11g · Fees: other

    total $82,095 · program services $70,339 · management and general $2,939 · fundraising $8,817

  • 12 · Advertising and promotion

    total $5,503 · program services $5,503

  • 13 · Office expenses

    total $11,654 · program services $6,992 · management and general $1,165 · fundraising $3,497

  • 16 · Occupancy

    total $11,804 · program services $7,086 · management and general $1,181 · fundraising $3,537

  • 19 · Conferences, conventions and meetings

    total $2,040 · program services $2,040

  • 22 · Depreciation, depletion and amortization

    total $8,569 · program services $5,143 · management and general $857 · fundraising $2,569

  • 23 · Insurance

    total $6,694 · program services $4,016 · management and general $669 · fundraising $2,009

  • 24a · Other expenses: PROGRAM EXPENSES

    total $32,610 · program services $17,326 · management and general $2,677 · fundraising $12,607

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $711,003 · end of year $545,934

  • 10a · Land, buildings and equipment: cost or other basis

    $660,068

  • 10b · Land, buildings and equipment: accumulated depreciation

    $520,649

  • 10c · Land, buildings and equipment, net

    beginning of year $156,557 · end of year $139,419

  • 11 · Investments: publicly traded securities

    beginning of year $5,861,674 · end of year $6,674,159

  • 12 · Investments: other securities

    beginning of year $37,036 · end of year $41,427

  • 18 · Grants payable

    beginning of year $121,625 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,521,383 · end of year $6,210,761

  • 28 · Net assets with donor restrictions

    beginning of year $1,123,262 · end of year $1,190,178

Mission and programs · 2023

Mission

THE MISSION OF THE YORK COUNTY BAR FOUNDATION, THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS TO INCREASE ACCESS TO JUSTICE FOR ALL PEOPLE, PARTICULARLY THOSE STRUGGLING WITH POVERTY AND ABUSE, IMPROVE THE ADMINISTRATION OF JUSTICE, PROMOTE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, ENCOURAGE CAREERS AND PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN THE LEGAL SYSTEM, IMPROVE THE QUALITY OF LIFE FOR YORK COUNTAINS THROUGH SUPPORT FOR LAW-RELATED COMMUNITY INITIATIVES.

Activities or mission (Part I)

THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS TO INCREASE ACCESS TO JUSTICE FOR ALL PEOPLE, PARTICULARLY THOSE STRUGGLING WITH POVERTY AND ABUSE, IMPROVE THE ADMINISTRATION OF JUSTICE, PROMOTE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, ENCOURAGE CAREERS AND PROMOTE DIVERSITY, EQUITY, AND INCLUSION IN THE LEGAL SYSTEM, IMPROVE THE QUALITY OF LIFE FOR YORK COUNTAINS THROUGH SUPPORT FOR LAW-RELATED COMMUNITY INITIATIVES.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $211,911 · Grants $198,288

  • PRO BONO:MID PENN LEGAL SERVICES RECEIVED GRANT AND ALTERNATIVE PRO BONO SERVICE FUNDING TO SUPPORT PRO BONO SERVICES AND TO PRESERVE THEIR CRITICALLY NEEDED FAMILY-LAW ATTORNEY POSITION IN THE YORK OFFICE. FUNDS SUPPORTED EFFORTS RELATED TO THE DELIVERY OF PRO BONO AND LEGAL SERVICES TO THE YORK COUNTY COMMUNITY. WITH THIS FUNDING, THE PARDON PROJECT OF YORK COUNTY PROVIDED EXPUNGEMENT/PARDON CLINICS WERE HELD ALONG WITH FREE CLE TRAININGS, PFA "SERVICE DAYS, AND PARTICIPATION IN OTHER FREE TO THE PUBLIC COMMUNITY INFORMATION EVENTS.

    Expenses $115,147 · Grants $27,500 · Revenue $28,000

  • PUBLIC SERVICE:THE YORK COUNTY BAR ASSOCIATION AND ITS CHARITABLE ARM, THE YORK COUNTY BAR FOUNDATION (YCBA/YCBF), ASPIRE TO BUILD THE ORGANIZATIONS' CAPACITY FOR LEADERSHIP AND SERVICE TO IMPROVE THE LEGAL PROFESSION, THE COMMUNITY THEY SERVE AND THE ADMINISTRATION OF JUSTICE IN SOCIETY. THE YORK COUNTY BAR IS THE COMMUNITY'S LARGEST PRIVATE SUPPORTER OF LAW-RELATED PROGRAMS IN FUNDING AND SERVICE. TODAY, WITH THE HELP OF COMMUNITY PARTNERS, THE BAR IS IMPLEMENTING PLANS TO IMPROVE ACCESS TO JUSTICE FOR THE UNDERSERVED BY INCREASING PRO BONO VOLUNTEERS AND DEVELOPING MORE EFFICIENT AND EFFECTIVE SERVICE DELIVERY METHODS. THE BAR CONDUCTED MOCK TRIALS AND AN ESSAY AND BILLBOARD DESIGN CONTACT, AS WELL AS HONORING A LIBERTY BELL AWARD RECIPIENT IN CONJUNCTION WITH ITS LAW DAY CELEBRATION. ITS LEGAL LINES TELEVISION SHOW, THE HIGH SCHOOL LAW MENTORING AND WILL FOR HEROES PROGRAMS EMPHASIZE THE BAR'S COMMITMENT TO PUBLIC EDUCATION AND COMMUNITY SERVICE. THE BAR ALSO SPONSORS COMMUNITY ACTIVITIES SUCH AS COMMUNITY RESOURCE FAIRS, WILLS FOR HEROES, DRIVERS LICENSE RESTORATION AND EXPUNGEMENT CLINICS, AND PROVIDES PRO BONO LEGAL SERVICES INCLUDING PROTECTION FROM ABUSE (PFA) DAYS.

    Expenses $28,966

  • LEAVE A LEGACY YORK COUNTY (LAL) IS A PARTNERSHIP OF MORE THAN 100 LIKE-MINDED VOLUNTEERS, PROFESSIONAL ADVISORS AND NONPROFIT ORGANIZATIONS THAT STRENGTHENS OUR COMMUNITY BY PROMOTING CHARITABLE GIVING. LEAVE A LEGACY ASSISTS YORK COUNTY NONPROFITS TO DEVELOP PLANNED-GIFT PROGRAMS, ENCOURAGES PROFESSIONAL ADVISORS TO INCLUDE CHARITABLE GIVING IN ESTATE PLANNING AND PROMOTES PLANNED GIVING TO THE PUBLIC. LEAVE A LEGACY RECEIVED FUNDS TO PROMOTE CHARITABLE AND LEGACY GIVING IN YORK COUNTY. THE YORK COUNTY ESTATE PLANNING COUNCIL (YCEPC) IS A GROUP OF PROFESSIONAL ADVISORS EDUCATING THEMSELVES AND OTHERS IN ESTATE PLANNING AND ADMINISTRATION IN CENTRAL PENNSYLVANIA. LAL AND YCEPC HAVE LEVERAGED THE OPPORTUNITY OF BEING PART OF A LARGER INSTITUTION THAT PROVIDES STAFF SUPPORT AND ADMINISTRATION.

    Expenses $58,910

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Christy Fawcett

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Dominic Dellicarpini

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Michael J Crocenzi

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Erin J Miller

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Andrew C Herrold

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Timothy J Barker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James K Bergdoll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angela Odjidja Boateng

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rebecca M Shannaman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Shorb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrea Eveler Stanley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Carolyn E Steinhauser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erica R Townes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John C Uhler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Victoria Connor

    CEO

    Total calculated
    $206,158
    From this org
    $0
    From related orgs
    $162,045
    Other
    $44,113
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,045 related
    Bonus
    $0 + $9,000 related
    Other
    $0
    Deferred
    $0 + $4,030 related
    Nontaxable benefits
    $0 + $40,083 related
    Filer's total
    $0 + $206,158 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 3
THE CEO OF YORK COUNTY BAR FOUNDATION IS PAID BY A RELATED PARTY, YORK COUNTY BAR ASSOCIATION. THE RELATED ORGANIZATION HAS A COMPENSATION COMMITTEE THAT USES A COMPENSATION SURVEY OR STUDY, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, AND BOARD APPROVAL FOR COMPENSATION PACKAGE.

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

  • MIDPENN LEGAL SERVICES

    $92,500

    FAMILY LAW AND PRO BONO LAWYER SERVICES

  • PENNSYLVANIA IMMIGRATION RESOURCE CENTER

    $49,763

    CAPACITY BUILDING ADMINISTRATIVE STAFF SUPPORT FOR THE EXECUTIVE DIRECTOR, DIRECTOR OF DEVELOPMENT, OFFICE MANAGER POSITIONS AND A DOJ ACCREDITED REPRESENTATIVE TO PROVIDE LEGAL ASSISTANCE TO THE IMMIGRANT COMMUNITY OF YORK COUNTY AND TPS CLINICS IN PARTNERSHIP WITH THE YCBA AND NEW AMERICAN WELCOME CENTER.

  • TENFOLD

    $20,000

    EVICTION PREVENTION ATTORNEY REPRESENTATION PROGRAM.

  • COUNTY OF YORK

    $16,600

    ENRICHMENT ITEMS FOR ADJUDICATED YOUTH (LENZ FUND).

  • DO MOORE GOOD

    $7,000

    DOCUMENTARY FILM SCREENING AND PANEL DISCUSSION AND TO EXCLUSIVELY SUPPORT THE WORK OF THE PARDON ME IMPACT CAMPAIGN AS FOLLOWS: TO DOUBLE THE NUMBER OF PARDON APPLICATIONS, TRAIN NEW PARDON COACHES, AND DOUBLE THE NUMBERS OF COUNTIES HAVING PARDON PROJECTS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202431369349311463

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