2024-03-13T11:56:09-05:00 2023-09-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2022-10-01 831246505 WHITE ROSE LEADERSHIP INSTITUTE WHIT 7174560366 144 ROOSEVELT AVENUE 206 YORK PA 17401 BOBBI ANNE DELEO BOARD CHAIR 7174560366 2024-03-11 1 BOBBI ANNE DELEO 999009999 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-02-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEAGAN GIVEN 144 ROOSEVELT AVENUE 206 YORK PA 17401 1263829 0 X WWW.WHITEROSELEADERSHIPINSTITUTE.ORG X 2018 PA STRENGTHEN YORK COUNTY WITH EMPOWERED & EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 10 10 2 20 0 0 1755604 987987 56100 60900 11199 53054 89 8998 1822992 1110939 545375 562133 0 0 159574 174188 0 0 21375 122581 209224 827530 945545 995462 165394 1066112 1294964 9267 9646 1056845 1285318 THE WHITE ROSE LEADERSHIP INSTITUTE STRENGTHENS THE YORK COUNTY NONPROFIT SECTOR WITH EMPOWERED AND EXCEPTIONAL LEADERS PREPARED TO TRANSFORM OUR COMMUNITY. 0 0 767192 562133 60900 SUCCESSFULLY EXECUTE GIVE LOCAL YORK, A BIG GIVE DAY FOR YORK COUNTY, WHICH RAISES UNRESTRICTED FUNDING FOR MORE THAN 330 YORK COUNTY NONPROFITS. 52308 0 0 PROVIDE FELLOWSHIP FUNDING AND PROFESSIONAL DEVELOPMENT TRAINING FOR YORK COUNTY NONPROFIT LEADERS THROUGH THE YORK FEDERAL FELLOWS PROGRAM. 52308 0 0 PROVIDE CAPACITY-BUILDING TRAINING AND COLLABORATION OPPORTUNITIES FOR HUNDREDS OF YORK COUNTY NONPROFITS THROUGH THE GIVE LOCAL YORK PLANNING PROCESS. 871808 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X MEAGAN GIVEN 7174560366 2 WEST MARKET ST FL 2 YORK PA 17401 BOBBI ANNE DELEO CHAIR/DIRECTOR 1.00 X X 0 0 0 JOYCE SANTIAGO VICE-CHAIR/DIRECTOR 1.00 X X 0 0 0 TAMARA MILLER SECRETARY/DIRECTOR (UNTIL 09/30/23) 1.00 X X 0 0 0 JASON LEWIS TREASURER/DIRECTOR 1.00 X X 0 0 0 THOMAS O'CONNOR DIRECTOR 1.00 X 0 0 0 JEAN TREUTHART DIRECTOR 1.00 X 0 0 0 BRITNEY WALKER DIRECTOR 1.00 X 0 0 0 NATALEE GUNDERSON DIRECTOR 1.00 X 0 0 0 DAVID GONZALEZ DIRECTOR 1.00 X 0 0 0 DEB GOGNIAT DIRECTOR 1.00 X 0 0 0 MEAGAN GIVEN EXECUTIVE DIRECTOR 40.00 X 96294 0 0 96294 0 0 0 0 0 0 0 987987 50000 987987 REGISTRATION PROCEEDS 900099 60900 60900 60900 52773 52773 153171 152890 281 281 281 OTHER REVENUE 900099 8998 8998 8998 1110939 60900 0 62052 562133 562133 103605 77703 15541 10361 58245 43684 8737 5824 12338 9253 1851 1234 4350 4350 7390 7390 3209 1162 2047 100990 100990 32026 29321 2654 51 20917 20917 1753 1578 175 26826 22802 2683 1341 3445 2067 861 517 DUES AND SUBSCRIPTIONS 6800 1360 5440 MISCELLANEOUS 1518 1518 945545 871808 52362 21375 93846 72336 57433 36000 131576 11750 485 924516 1033134 1066112 1294964 9267 9646 9267 9646 X 77846 45632 978999 1239686 1056845 1285318 1066112 1294964 X 165394 53453 9626 X X 0 1 X 1 0 X 44255 681336 652635 1755604 987987 4121817 39971 53343 56100 60900 210314 89 8998 9087 44255 721307 705978 1811793 1057885 4341218 110750 142500 1161070 194455 1608775 0 110750 142500 1161070 194455 1608775 2732443 9628 52773 62401 9628 52773 62401 44255 721307 705978 1821421 1110658 4403619 0.62050 0.56760 0.01420 0.00290 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION'S 9/30/2019 RETURN WAS FILED AS SHORT YEAR DUE TO A CHANGE IN ACCOUNTING YEAR. THIS SHORT YEAR RETURN DATES WERE 1/1/2019-9/30/2019. THE 2019 COLUMN WILL REPRESENT THE 9/30/2019 YEAR END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 924516 116008 7390 1033134 968620 -42044 2060 924516 0.00000 1.00000 0.00000 1 0 0 GIVE LOCAL YORK ENDOWMENT 1033134 F 1033134 X 1484506 53453 317878 9626 380957 1103549 7390 7390 1110939 1256033 317878 317878 938155 7390 7390 945545 PART V, LINE 4: GIVE LOCAL YORK SUSTAINABILITY PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SALE OF INVESTMENTS 9,626. 1 APPELL CENTER FOR THE PERFORMING ARTS 50 NORTH GEORGE STREET YORK PA 17401 232053382 501(C)(3) 20412 10000 FMV DESIGN WORK OPERATING EXPENSES CHRISTOPHER COLUMBUS SCHOLARSHIP FUND INC 3366 BARWOOD ROAD YORK PA 17406 232496340 501(C)(3) 5145 0 OPERATING EXPENSES COMMUNITY CONNECTIONS FOR CHILDREN (FORMELY CHILD CARE CONSULTANTS) 29 N DUKE ST YORK PA 17401 222842846 501(C)(3) 10405 0 OPERATING EXPENSES COMMUNITY PROGRESS COUNCIL 226 EAST COLLEGE AVENUE YORK PA 17403 231653135 501(C)(3) 6256 0 OPERATING EXPENSES CREATIVE YORK 10 NORTH BEAVER STREET YORK PA 17401 232616151 501(C)(3) 6763 0 OPERATING EXPENSES DOWNTOWN INC 251 WEST MARKET STREET YORK PA 17401 232411781 501(C)(3) 8840 0 OPERATING EXPENSES DREAMWRIGHTS CENTER FOR COMMUNITY ARTS 100 CARLISLE AVE YORK PA 17401 232882835 501(C)(3) 7284 0 OPERATING EXPENSES FAMILY FIRST HEALTH CORPORATION 116 SOUTH GEORGE STREET YORK PA 17401 237118262 501(C)(3) 8970 0 OPERATING EXPENSES HORN FARM CENTER FOR AGRICULTURAL EDUCATOIN 4945 HORN ROAD YORK PA 17406 201061394 501(C)(3) 1678 10000 FMV DESIGN WORK OPERATING EXPENSES KEYSTONE KIDSPACE 10 HAMILTON AVENUE YORK PA 17403 300829212 501(C)(3) 3931 10000 FMV DESIGN WORK OPERATING EXPENSES LEG UP FARM 4880 N SHERMAN STREET EXT MOUNT WOLF PA 17347 232931834 501(C)(3) 8691 0 OPERATING EXPENSES OPHELIA'S MAKING AGENCY 251 W MARKET STREET YORK PA 17401 232411781 501(C)(3) 315 10000 FMV DESIGN WORK OPERATING EXPENSES PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 452869258 501(C)(3) 6342 0 OPERATING EXPENSES THE ARC OF YORK COUNTY 497 HILL STREET YORK PA 17403 232799907 501(C)(3) 6972 0 OPERATING EXPENSES THE MOVEMENT YORK INC 678 E MARKET STREET YORK PA 17403 844488642 501(C)(3) 6154 0 OPERATING EXPENSES THE PROGRAM IT'S ABOUT CHANGE 506 SOUTH GEORGE STREET YORK PA 17401 251580223 501(C)(3) 5062 0 OPERATING EXPENSES WORKING PROGRESS 117 E PHILADELPHIA STREET YORK PA 17401 814966002 501(C)(3) 18167 0 OPERATING EXPENSES YORK ART ASSOCIATION 220 S MARSHALL STREET YORK PA 17402 231984781 501(C)(3) 1665 10000 FMV DESIGN WORK OPERATING EXPENSES YORK COUNTY FOOD BANK 254 WEST PRINCESS STREET YORK PA 17401 232452484 501(C)(3) 10001 0 OPERATING EXPENSES YORK COUNTY HISTORY CENTER 250 EAST MARKET STREET YORK PA 17403 231352323 501(C)(3) 9968 0 OPERATING EXPENSES YORK COUNTY LITERACY COUNCIL 1416 6TH AVENUE YORK PA 17403 232088132 501(C)(3) 6726 0 OPERATING EXPENSES YORK COUNTY SPCA 3159 N SUSQUEHANNA TRAIL YORK PA 17406 231399588 501(C)(3) 7253 0 OPERATING EXPENSES YORK SYMPHONY ORCHESTRA 50 NORTH GEORGE STREET YORK PA 17401 236298810 501(C)(3) 17806 0 OPERATING EXPENSES YWCA YORK 320 EAST MARKET STREET YORK PA 17403 231360889 501(C)(3) 11179 0 OPERATING EXPENSES 24 0 X GIVE LOCAL YORK DESIGN 1 50000 FMV 0 0 0 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES/ADDITIONS TO THE BYLAWS WERE APPROVED BY THE BOARD ON 6.2.23 AFTER RECOMMENDATION BY THE GOVERNANCE COMMITTEE: (1) THE MEMBERS AND TERMS OF THE INITIAL BOARD OF DIRECTORS, WHICH SHALL NUMBER SEVEN (7), ARE LISTED IN THE ARTICLES OF INCORPORATION. DIRECTORS SHALL BE CHOSEN ANNUALLY BY THE DIRECTORS AT THE ANNUAL MEETING OF THE DIRECTORS AND SHALL SERVE FOR TERMS OF THREE (3) YEAR(S) ORAND UNTIL THEIR SUCCESSORS ARE ELECTED AND QUALIFIED. NO PERSON SHALL SERVE MORE THAN TWO CONSECUTIVE TERMS UNLESS A MAJORITY OF THE BOARD AT A BOARD MEETING AT WHICH A QUORUM IS PRESENT VOTES TO APPOINT A BOARD MEMBER TO ONE ADDITIONAL YEAR. NO PERSON SHALL SERVE MORE THAN SEVEN CONSECUTIVE YEARS. AFTER SERVING A TOTAL OF TWO TERMS OR TWO TERMS AND ONE YEAR, AS THE CASE MAY BE, A BOARD MEMBER MAY BE ELIGIBLE FOR RECONSIDERATION AS A BOARD MEMBER AFTER TWO YEARS HAVE PASSED SINCE THE CONCLUSION OF SUCH BOARD MEMBER'S SERVICE. DIRECTOR TERMS SHALL BE STAGGERED SO THAT, AS NEARLY AS POSSIBLE, AN EQUAL NUMBER OF TERMS SHALL EXPIRE EACH YEAR. THE NUMBER OF PERSONS SERVING AS DIRECTORS MAY BE CHANGED BY THE BOARD AT ITS ANNUAL MEETING, BUT NO DIRECTOR'S POSITION SHALL BE ELIMINATED UNTIL ITS REGULAR TERM HAS ENDED. (2) NON-VOTING MEMBERSHIP: THE BOARD SHALL HAVE THE AUTHORITY TO ESTABLISH AND DEFINE NON-VOTING CATEGORIES OF MEMBERSHIP. (3) IMMEDIATE PAST-CHAIRPERSON. THE IMMEDIATE PAST-CHAIRPERSON SHALL SERVE FOR ONE YEAR ON THE EXECUTIVE COMMITTEE AFTER THEIR TERM AS CHAIRPERSON HAS BEEN COMPLETED. THE IMMEDIATE PAST-CHAIRPERSON SHALL SERVE IN AN ADVISORY CAPACITY TO THE BOARD AND SHALL NOT OTHERWISE HAVE THE POWER OR AUTHORITY OF A DIRECTOR OF THE CORPORATION, AND SHALL NOT HAVE THE POWER OR AUTHORITY TO VOTE ON ANY MATTERS SUBMITTED TO A VOTE OF THE BOARD OF DIRECTORS, NOR SHALL THE PRESENCE OF THE IMMEDIATE PAST-CHAIRPERSON AT A MEETING OF THE BOARD OF DIRECTORS BE COUNTED FOR QUORUM OR OTHER ATTENDANCE PURPOSES. DIRECTOR EMERITUS. THE BOARD OF DIRECTORS SHALL HAVE THE AUTHORITY TO ELECT OR APPOINT ONE OR MORE INDIVIDUALS AS A DIRECTOR EMERITUS, EACH FOR A TERM ENDING ON THE DATE OF THE NEXT SUBSEQUENT REGULAR ANNUAL MEETING OF THE BOARD OF DIRECTORS. EACH DIRECTOR EMERITUS SHALL SERVE IN AN ADVISORY CAPACITY TO THE BOARD AND SHALL NOT OTHERWISE HAVE THE POWER OR AUTHORITY OF A DIRECTOR OF THE CORPORATION, AND SHALL NOT HAVE THE POWER OR AUTHORITY TO VOTE ON ANY MATTERS SUBMITTED TO A VOTE OF THE BOARD OF DIRECTORS, NOR SHALL THE PRESENCE OF ANY SUCH DIRECTOR EMERITUS AT A MEETING OF THE BOARD OF DIRECTORS BE COUNTED FOR QUORUM OR OTHER ATTENDANCE PURPOSES. (4) COMMITTEE CHAIRPEOPLE. THE BOARD CHAIRPERSON MAY DESIGNATE AND APPOINT COMMITTEES OF THE BOARD AS DEEMED NECESSARY. EACH BOARD COMMITTEE SHALL BE CHAIRED OR CO-CHAIRED BY A BOARD MEMBER APPOINTED BY THE BOARD CHAIRPERSON OR, AT THE BOARD CHAIRPERSON'S DISCRETION, SELECTED BY THE COMMITTEE'S MEMBERS, SUBJECT TO THE APPROVAL OF THE BOARD. NON-BOARD MEMBERS MAY BE APPOINTED TO ANY BOARD COMMITTEES AT THE DISCRETION OF THE COMMITTEE CHAIRPERSON. STANDING COMMITTEES. THE BOARD SHALL MAINTAIN THE FOLLOWING STANDING COMMITTEES: EXECUTIVE COMMITTEE, FINANCE COMMITTEE, AND GOVERNANCE COMMITTEE. EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION, AND, AT THE CHAIRPERSON'S DISCRETION, THE CHAIRPEOPLE OF EACH OF THE BOARD COMMITTEES AND UP TO TWO ADDITIONAL VOTING BOARD MEMBERS. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR CONDUCTING BOARD AFFAIRS IN THE INTERVALS BETWEEN MEETINGS, DEALING WITH MATTERS OF URGENCY THAT MAY ARISE BETWEEN BOARD MEETINGS, AND COORDINATING THE ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE SHALL MEET AT THE DISCRETION OF THE CHAIRPERSON. FINANCE COMMITTEE. THE FINANCE COMMITTEE SHALL BE COMPOSED OF AT LEAST ONE BOARD MEMBER, WHO SHALL BE THE TREASURER. THE FINANCE COMMITTEE SHALL OVERSEE ALL FINANCIAL OPERATIONS OF THE ORGANIZATION, DEVELOP LONG-RANGE FISCAL PLANS, PROCURE AND REVIEW ANY AND ALL EXTERNAL AUDITS, AND PREPARE AND RECOMMEND AN ANNUAL OPERATING BUDGET TO THE BOARD. GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE SHALL BE COMPOSED OF THREE OR MORE BOARD MEMBERS. THIS COMMITTEE SHALL RECOMMEND CANDIDATES TO FILL BOARD AND OFFICER VACANCIES AND SHALL PRESENT A SLATE OF CANDIDATES FOR OFFICER AND BOARD MEMBER POSITIONS TO THE BOARD BEFORE THE REGULAR BOARD MEETING AT WHICH APPROVAL OF RECOMMENDED CANDIDATES WILL BE SOUGHT. THE GOVERNANCE COMMITTEE SHALL ALSO BE RESPONSIBLE FOR OVERSEEING BOARD GOVERNANCE WHICH SHALL INCLUDE ORIENTATION OF NEW BOARD MEMBERS, OVERSEEING BOARD DEVELOPMENT TACTICS AND PROGRAMS, AND USING BEST EFFORTS TO REVIEW AND UPDATE THESE BYLAWS EVERY TWO YEARS. (5) ARTICLE 10 STAFF EXECUTIVE DIRECTOR. AN EXECUTIVE DIRECTOR WILL BE EMPLOYED BY THE BOARD OF DIRECTORS AND SHALL BE CHIEF STAFF AND ADMINISTRATIVE OFFICER OF THE CORPORATION, SHALL HAVE GENERAL DIRECTION OF AND SUPERVISION OVER THE DAY-TO-DAY AFFAIRS OF THE CORPORATION, AND SHALL PROVIDE ORGANIZATIONAL LEADERSHIP AND EXERCISE SUCH AUTHORITY AND PERFORM SUCH DUTIES AS THE CHAIRPERSON, ON BEHALF OF THE BOARD OF DIRECTORS, MAY ASSIGN. THE EXECUTIVE DIRECTOR HAS NON-VOTING MEMBERSHIP ON THE BOARD OF DIRECTORS AND REPORTS TO THE BOARD CHAIRPERSON. THE EXECUTIVE DIRECTOR SHALL BE EMPOWERED TO HIRE STAFF TO ENSURE ORDERLY OPERATIONS, WITH THE BOARD OF DIRECTORS SERVING IN AN ADVISORY CAPACITY IN HIRING. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, IT WILL BE REVIEWED BY THE FINANCE COMMITTEE AND THEN PASSED ON TO THE BOARD WITH RECOMMENDATION FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFIDENTIALITY AND CONFLICT OF INTEREST POLICY THAT IS SIGNED ANNUALLY. THIS POLICY MAY BE ENFORCED AGAINST INDIVIDUAL BOARD MEMBERS AS DESCRIBED BELOW: 1. BOARD MEMBERS HAVE A FIDUCIARY DUTY TO CONDUCT THEMSELVES WITHOUT CONFLICT TO THE INTERESTS OF WHITE ROSE LEADERSHIP INSTITUTE. IN THEIR CAPACITY AS BOARD MEMBERS, THEY MUST SUBORDINATE PERSONAL, INDIVIDUAL BUSINESS, THIRD-PARTY, AND OTHER INTERESTS TO THE WELFARE AND BEST INTERESTS OF WHITE ROSE LEADERSHIP INSTITUTE. 2. A CONFLICT OF INTEREST IS CONDUCT, A TRANSACTION OR RELATIONSHIP THAT PRESENTS OR MIGHT CONFLICT WITH A BOARD MEMBER'S OBLIGATIONS OWED TO THE WHITE ROSE LEADERSHIP INSTITUTE AND THE BOARD MEMBER'S PERSONAL, BUSINESS OR OTHER INTERESTS. 3. ALL CONFLICTS OF INTEREST ARE NOT NECESSARILY PROHIBITED OR HARMFUL TO WHITE ROSE LEADERSHIP INSTITUTE. HOWEVER, FULL DISCLOSURE OF ALL ACTUAL AND POTENTIAL CONFLICTS, AND A DETERMINATION BY THE DISINTERESTED BOARD (OR WHITE ROSE LEADERSHIP INSTITUTE EXECUTIVE COMMITTEE) MEMBERS WITH THE INTERESTED BOARD MEMBER(S) RECUSED FROM PARTICIPATING IN DEBATES AND VOTING ON THE MATTER ARE REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A FINANCE COMMITTEE HANDLES REVIEW AND COMPARABILITY, LED BY PATRICK BALL OF CTY, COMMITTEE MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: DIFFERENCE IN SALE OF INVESTMENTS 9,626. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS IS SAME PROCESS AS PRIOR YEAR.