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Nonprofiteer
← PENNSYLVANIA FAMILY INSTITUTE

Form 990 for tax year 2022

Filed by PENNSYLVANIA FAMILY INSTITUTE.

Totals

Total revenue
$2,614,033
Total expenses
$2,543,958
Contributions and grants received
$2,549,047
Grants paid
$120,774
Program service revenue
$0
Investment income
$3,518
Other revenue
$61,468
Total assets, end of year
$1,973,570
Total liabilities, end of year
$92,228
Net assets or fund balances, end of year
$1,881,342
Program services expenses (Part IX)
$1,891,148
Management and general expenses
$459,925
Fundraising expenses
$192,885
Program service expenses (Part III)
$1,891,148

Program services were 74.3% 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.

  • 1f · All other contributions, gifts and grants

    $2,549,047

  • 1g · Noncash contributions included above

    $10,000

  • 3 · Investment income

    total $3,518 · excluded $3,518

  • 6a · Gross rents

    real property $24,000

  • 6c · Rental income or loss

    real property $24,000

  • 6d · Net rental income or loss

    total $24,000 · related or exempt $24,000

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $37,468 · excluded $37,468

  • 11e · Other revenue, total

    $37,468

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $120,774 · program services $120,774

  • 5 · Compensation of officers, directors and key employees

    total $242,961 · program services $177,848 · management and general $51,751 · fundraising $13,362

  • 7 · Other salaries and wages

    total $1,144,152 · program services $837,519 · management and general $243,704 · fundraising $62,929

  • 9 · Other employee benefits

    total $73,316 · program services $53,667 · management and general $15,616 · fundraising $4,033

  • 10 · Payroll taxes

    total $91,359 · program services $66,875 · management and general $19,459 · fundraising $5,025

  • 11b · Fees: legal

    total $9,171 · program services $6,713 · management and general $1,954 · fundraising $504

  • 11c · Fees: accounting

    total $16,362 · program services $11,977 · management and general $3,485 · fundraising $900

  • 11d · Fees: lobbying

    total $36,155 · program services $26,466 · management and general $7,701 · fundraising $1,988

  • 11g · Fees: other

    total $2,048 · program services $1,499 · management and general $436 · fundraising $113

  • 12 · Advertising and promotion

    total $11,560 · program services $8,462 · management and general $2,462 · fundraising $636

  • 13 · Office expenses

    total $114,181 · program services $72,430 · management and general $36,309 · fundraising $5,442

  • 14 · Information technology

    total $13,793 · program services $10,096 · management and general $2,938 · fundraising $759

  • 16 · Occupancy

    total $46,469 · program services $34,015 · management and general $9,898 · fundraising $2,556

  • 17 · Travel

    total $82,202 · program services $60,172 · management and general $17,509 · fundraising $4,521

  • 19 · Conferences, conventions and meetings

    total $347,440 · program services $254,326 · management and general $6,254 · fundraising $86,860

  • 22 · Depreciation, depletion and amortization

    total $15,250 · management and general $15,250

  • 23 · Insurance

    total $12,584 · management and general $12,584

  • 24a · Other expenses: GIFTS AND BENEVOLENCE

    total $104,960 · program services $104,960

  • 24b · Other expenses: RESEARCH MATERIALS

    total $59,188 · program services $43,326 · management and general $12,607 · fundraising $3,255

  • 24c · Other expenses: MISCELLANEOUS

    total $33 · program services $23 · management and general $8 · fundraising $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,580,363 · end of year $1,043,001

  • 2 · Savings and temporary cash investments

    beginning of year $61 · end of year $600,062

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,457 · end of year $1,456

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

    $580,001

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

    $265,664

  • 10c · Land, buildings and equipment, net

    beginning of year $317,430 · end of year $314,337

  • 15 · Other assets

    end of year $14,714

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,699 · end of year $65,325

  • 19 · Deferred revenue

    beginning of year $17,345 · end of year $12,189

  • 25 · Other liabilities

    end of year $14,714

  • 27 · Net assets without donor restrictions

    beginning of year $1,646,721 · end of year $1,756,950

  • 28 · Net assets with donor restrictions

    beginning of year $164,546 · end of year $124,392

Mission and programs · 2022

Mission

STRENGTHENING FAMILIES BY RESTORING THE TRADITIONAL, FOUNDATIONAL PRINCIPLES AND VALUES.

  • THE PURPOSE OF THE INSTITUTE IS TO RECEIVE, ADMINISTER, AND EXPEND FUNDS FOR EDUCATIONAL PURPOSES. THE INSTITUTE OFFERS PRACTICAL GUIDANCE TO LOCAL PENNSYLVANIANS, LEADERS, AND THE COURTS WITH A FOCUS ON STRENGTHENING THE FAMILY AND PRESERVING TRADITIONAL FAMILY VALUES.

    Expenses $1,770,374

  • EXPANSION OF EDUCATIONAL OPTIONS AND PARENTAL CHOICE FOR CHILDREN IN GRADES K-12 OF LOW INCOME FAMILIES VIA THE FAMILY CHOICE SCHOLARSHIP PROGRAM.

    Expenses $120,774 · Grants $120,774

As filed on the 2022 return.

Listed in Part VII

  • Michael Geer

    PRESIDENT

    Total calculated
    $242,961
    From this org
    $219,625
    From related orgs
    $0
    Other
    $23,336
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,625
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,195
    Nontaxable benefits
    $19,141
    Filer's total
    $242,961

  • Kent Martin

    CHAIRMAIN

    Total calculated
    $0
    Hours/week
    1

  • Cindi Haines

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robert Hayward Jr

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    1

  • Loretta Radanovic

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Joshua J Tinkey CFP

    MEMBER-AT-LA

    Total calculated
    $0
    Hours/week
    1

  • James M Roberts

    MEMBER-AT-LA

    Total calculated
    $0
    Hours/week
    1

  • Diane Slifer-Curcillo

    MEMBER-AT-LA

    Total calculated
    $0
    Hours/week
    1

  • Randall Wenger

    EMPLOYEE

    Total calculated
    $212,224
    From this org
    $194,266
    From related orgs
    $0
    Other
    $17,958
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,266
    Bonus
    not reported
    Other
    not reported
    Deferred
    $3,602
    Nontaxable benefits
    $14,356
    Filer's total
    $212,224

  • Jeremy Samek

    EMPLOYEE

    Total calculated
    $153,235
    From this org
    $147,629
    From related orgs
    $0
    Other
    $5,606
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,629
    Bonus
    not reported
    Other
    not reported
    Deferred
    $3,055
    Nontaxable benefits
    $2,551
    Filer's total
    $153,235

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

  • 3 · Approval by the board or compensation committee

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

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

No itemized grants to organizations on this return.

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
2022
Filed
24 October 2023
IRS schema version
2022v5.0
Source object
202312999349301261

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