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Nonprofiteer
← YORK COUNTY BAR FOUNDATION

Form 990 for tax year 2024

Filed by YORK COUNTY BAR FOUNDATION.

Totals

Total revenue
$916,066
Total expenses
$577,023
Contributions and grants received
$679,631
Grants paid
$234,071
Program service revenue
$29,250
Investment income
$198,110
Other revenue
$9,075
Total assets, end of year
$8,268,291
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,268,291
Program services expenses (Part IX)
$406,482
Management and general expenses
$98,446
Fundraising expenses
$72,095
Program service expenses (Part III)
$406,482

Program services were 70.4% 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

    $6,456

  • 1c · Fundraising events

    $19,150

  • 1d · Related organizations

    $350,233

  • 1f · All other contributions, gifts and grants

    $303,792

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

    total $29,250 · related or exempt $29,250

  • 3 · Investment income

    total $230,047 · excluded $230,047

  • 6a · Gross rents

    real property $50,135

  • 6b · Less rental expenses

    real property $28,460

  • 6c · Rental income or loss

    real property $21,675

  • 6d · Net rental income or loss

    total $21,675 · excluded $21,675

  • 7a · Gross sales of assets other than inventory

    securities $3,183,089

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

    securities $3,215,026

  • 7c · Gain or loss

    securities -$31,937

  • 7d · Net gain or loss

    total -$31,937 · excluded -$31,937

  • 8a · Fundraising events: gross income

    $4,843

  • 8a · Fundraising events: contributions included on line 1c

    $19,150

  • 8b · Fundraising events: direct expenses

    $22,290

  • 8c · Net income from fundraising events

    total -$17,447 · excluded -$17,447

  • 11a · Other revenue: OTHER INCOME

    total $4,847 · excluded $4,847

  • 11e · Other revenue, total

    $4,847

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $218,500 · program services $218,500

  • 2 · Grants to domestic individuals

    total $15,571 · program services $15,571

  • 7 · Other salaries and wages

    total $121,011 · program services $96,208 · management and general $12,681 · fundraising $12,122

  • 11f · Fees: investment management

    total $32,195 · management and general $32,195

  • 11g · Fees: other

    total $61,583 · program services $27,547 · management and general $2,693 · fundraising $31,343

  • 12 · Advertising and promotion

    total $2,475 · program services $2,475

  • 13 · Office expenses

    total $14,334 · program services $8,601 · management and general $1,434 · fundraising $4,299

  • 16 · Occupancy

    total $11,505 · program services $6,904 · management and general $1,150 · fundraising $3,451

  • 19 · Conferences, conventions and meetings

    total $4,541 · program services $4,541

  • 22 · Depreciation, depletion and amortization

    total $5,569 · program services $3,343 · management and general $557 · fundraising $1,669

  • 23 · Insurance

    total $4,515 · program services $2,709 · management and general $451 · fundraising $1,355

  • 24a · Other expenses: PROGRAM EXPENSES

    total $85,224 · program services $20,083 · management and general $47,285 · fundraising $17,856

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $545,934 · end of year $545,070

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

    $660,068

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

    $531,787

  • 10c · Land, buildings and equipment, net

    beginning of year $139,419 · end of year $128,281

  • 11 · Investments: publicly traded securities

    beginning of year $6,674,159 · end of year $7,549,438

  • 12 · Investments: other securities

    beginning of year $41,427 · end of year $45,502

  • 27 · Net assets without donor restrictions

    beginning of year $6,210,761 · end of year $7,061,437

  • 28 · Net assets with donor restrictions

    beginning of year $1,190,178 · end of year $1,206,854

Mission and programs · 2024

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.

  • IMPACT GRANTS:THE YORK COUNTY BAR FOUNDATION, THE CHARITABLE ARM OF THE YORK COUNTY BAR ASSOCIATION, IS YORK'S PRIMARY PRIVATE FUNDER OF PROGRAMS THAT PROVIDE ACCESS TO JUSTICE TO THE MOST VULNERABLE IN THEIR TIME OF GREATEST NEED. WE CONSIDER THIS OUR UNIQUE ETHICAL OBLIGATION AND CAREFULLY STEWARD THE HUNDREDS OF THOUSANDS OF DOLLARS WE DONATE EACH YEAR IN FUNDING AND PRO BONO SERVICE. IN 2024, OUR ORGANIZATION PROVIDED OVER $358,000 IN FUNDING FOR JUSTICE INITIATIVES AND BAR ATTORNEYS VOLUNTEERED OVER $89,600 IN FREE LEGAL SERVICES. IMPACT GRANTS, LEGAL AID, AND SCHOLARSHIPS 2024:THE BAR FOUNDATION'S COMMITMENT TO SUPPORTING LAW-RELATED INVESTMENTS THROUGHOUT THE COMMUNITY RESULTED IN OVER $363,021 IN FUNDING FOR THE FOLLOWING PURPOSES:IMPACT GRANTS ($40,034): DAVID FYFE CONSULTING RECEIVED $8,000 TO FACILITATE THE INTERCULTURAL DEVELOPMENT INVENTORY (IDI) PROGRAM FOR YORK COUNTY BAR MEMBERS AND STAFF. THE INTERCULTURAL DEVELOPMENT INVENTORY (IDI) IS A WIDELY USED AND EFFECTIVE CROSS-CULTURALLY VALID ASSESSMENT FOR BUILDING CULTURAL COMPETENCE. THIRTY INDIVIDUALS PARTICIPATED IN THE PROGRAM. THE RESOURCE FOR GREAT PROGRAMS RECEIVED $26,534 FOR THE UPDATE OF THE ECONOMIC IMPACT STUDY REGARDING THE INVESTMENT IN CIVIL LEGAL AID IN YORK COUNTY. NAMI OF YORK AND ADAMS COUNTIES RECEIVED $5,000 FOR THE EXPANSION OF ITS PAUSE PROGRAM IN PARTNERSHIP WITH WELLSPAN PHIL HAVEN TO DELIVER AN EVIDENCE-BASED PROGRAM TO YORK COUNTY SCHOOLS DURING THE 2025/2026 SCHOOL YEAR. $500 WAS GRANTED TO THE CULTURAL ALLIANCE OF YORK COUNTY TO SUPPORT MAKE MUSIC DAY.HENRY LENZ MEMORIAL FUND ($56,900) IS A CHARITABLE FUND WHOSE PRINCIPAL AND INCOME ARE TO BE USED FOR CHARITABLE PURPOSES INVOLVING DEPENDENT AND DELINQUENT JUVENILES. THE COUNTY OF YORK PROBATION SERVICES RECEIVED $10,000 FROM THE HENRY LENZ MEMORIAL FUND FOR A SERVICE DOG FOR THE PROVISION OF SUPPORT FOR JUVENILES IN THE COURT SYSTEM AND THEIR FAMILIES. CREATIVE YORK RECEIVED $1,900 FOR ART AND LIFE SKILLS CURRICULUM TO SUPPORT AT-RISK YOUTH. BRO2GO WAS AWARDED $45,000 TOWARDS THE PURCHASE OF A VAN TO REMOVE THE BARRIER OF TRANSPORTATION FOR THE YOUTH INVOLVED IN ITS ACTIVITIES.

    Expenses $217,390 · Grants $204,821

  • PRO BONO:LEGAL AID AND ONGOING INTERESTS ($237,066): MIDPENN LEGAL SERVICES RECEIVED THE LION'S SHARE OF THE AVAILABLE ASSISTANCE, WITH GRANTS AND ALTERNATIVE PRO BONO SERVICE FUNDING IN THE AMOUNT OF $94,250; TO SUPPORT PRO BONO SERVICES AND TO PRESERVE THEIR CRITICALLY NEEDED FAMILY-LAW ATTORNEY POSITION IN THE YORK OFFICE.PIRC ALSO RECEIVED $45,000 TO RETAIN STAFF AND SUPPORT ITS OPERATIONS IN PROVIDING FREE LEGAL SERVICES TO INDIGENT, VULNERABLE IMMIGRANTS IN THE YORK COMMUNITY. PIRC'S WORK INCLUDES DIRECT REPRESENTATION IN YORK COUNTY OF IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT AND FOR PARTIAL SUPPORT FOR ITS OFFICE MANAGER POSITION TO COORDINATE ACTIVITIES THAT MEET THE GROWING EDUCATION AND DIRECT SERVICES NEEDS OF IMMIGRANTS/IMMIGRANT FAMILIES, AND LEVERAGE PIRC'S LEGAL STAFF, PROGRAMS, COMMUNITY PARTNERSHIPS, AND EXPERIENCE TO GROW AND REACH ADDITIONAL IMMIGRANTS WHO WOULD OTHERWISE GO UNSERVED.THE CHILDREN AID SOCIETY RECEIVED $10,000 TO SUPPORT THE DELIVERY OF THE YORK COURT ALLIANCE PROGRAM IN PARTNERSHIP WITH PARTICIPATING HIGH SCHOOLS. $85,816 SUPPORTED YCBF'S 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 $117,031 · Grants $29,250 · Revenue $29,250

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

    Expenses $15,414

  • 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. LEAVE A LEGACY YORK COUNTY, RECEIVED $2,000 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 $56,647

As filed on the 2024 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 H 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

  • Susan R Emmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alissa Cardenas Harrison

    DIRECTOR (START 9/24)

    Total calculated
    $0
    Hours/week
    2

  • Thomas M Shorb

    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

  • Lawrence V Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Victoria Connor

    CEO

    Total calculated
    $204,329
    From this org
    $0
    From related orgs
    $162,493
    Other
    $41,836
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,493 related
    Bonus
    $0 + $9,000 related
    Other
    $0
    Deferred
    $0 + $3,994 related
    Nontaxable benefits
    $0 + $37,842 related
    Filer's total
    $0 + $204,329 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

    $94,250

    FAMILY LAW AND PRO BONO LAWYER SERVICES

  • PENNSYLVANIA IMMIGRATION RESOURCE CENTER

    $45,000

    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.

  • BRO2GO

    $45,000

    TRANSPORTATION VAN FOR AT-RISK YOUTH IN ITS PROGRAMS

  • COUNTY OF YORK

    $10,000

    SERVICE DOG FOR THE PROVISION OF SUPPORT FOR JUVENILES IN THE COURT SYSTEM AND THEIR FAMILIES

  • CHILDREN'S AID SOCIETY

    $10,000

    YOUTH COURT ALLIANCE PROGRAM

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
2024
Filed
13 May 2025
IRS schema version
2024v5.1
Source object
202531359349300308

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