2024-05-10T14:00:39-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-07-01 141855127 PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION PHOE 6109335911 PO BOX 348 PHOENIXVILLE PA 19460 JOAN CADIGAN EXECUTIVE DIRECTOR 6109335911 2024-05-10 1 JOAN CADIGAN 999009999 0 CARL HOGAN P01368906 2155677770 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOAN CADIGAN PO BOX 348 PHOENIXVILLE PA 19460 363073 0 X WWW.PCEFONLINE.COM X 2002 PA TO ENHANCE AND ENRICH THE EDUCATIONAL EXPERIENCE OF PHOENIXVILLE AREA SCHOOL DISTRICT 19 18 3 50 0 0 332868 301752 0 0 4588 1961 6352 23980 343808 327693 209424 192918 0 0 60951 65434 0 0 15100 37344 34644 307719 292996 36089 34697 1273663 1362229 0 0 1273663 1362229 X PCEF IS COMMITTED TO ENHANCING AND ENRICHING THE EDUCATIONAL EXPERIENCE OF PHOENIXVILLE AREA SCHOOL DISTRICT STUDENTS SO THEY LEARN, GROW AND THRIVE INSIDE AND OUTSIDE THE CLASSROOM. 0 0 250850 192918 PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION (PCEF) WAS ABLE TO CONTINUE ITS SUPPORT OF MANY EDUCATIONAL INITIATIVES IN PHOENIXVILLE THROUGH THE GENEROSITY OF COMMUNITY MEMBERS, LOCAL BUSINESSES, PRIVATE FOUNDATIONS AND THE DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT. THESE ACTIVITIES INCLUDED:SUMMER REMEDIATION PROGRAMS: FOR THE 2022 SUMMER, PCEF PROVIDED $30,000 IN GRANT SUPPORT FOR LITERACY AND MATH REMEDIATION PROGRAMMING AT ALL GRADE LEVELS. THROUGH THESE PROGRAMS, STUDENTS WERE ABLE TO RECEIVE THE ASSISTANCE THEY NEEDED TO IMPROVE/MAINTAIN THEIR SKILLS OVER THE SUMMER ALLOWING THEM TO ENTER THE NEXT SCHOOL YEAR READY TO TAKE ON THE CHALLENGES OF THE NEXT GRADE LEVEL.PACK A BACKPACK PROGRAM: EACH YEAR, PCEF DONATES BACKPACKS FILLED WITH GRADE APPROPRIATE SCHOOL SUPPLIES TO STUDENTS IN NEED. IN AUGUST OF 2022 PCEF DISTRIBUTED OVER 454 BACKPACKS TO STUDENTS IN GRADES K - 12 AND DONATED BINDERS AND OTHER SCHOOL SUPPLIES TO THE PHOENIXVILLE AREA MIDDLE SCHOOL AND PHOENIXVILLE AREA HIGH SCHOOL. SUPPLIES VALUED AT OVER $9,800 WERE DISTRIBUTED. SINCE THE PROGRAM STARTED IN 2004, PCEF HAS DISTRIBUTED OVER 7,957 BACKPACKS TO STUDENTS IN NEED.SUPPORT OF SCHOOL CLUBS/ORGANIZATIONS: PCEF WAS ABLE TO PROVIDE OVER $17,000 IN SUPPORT TO VARIOUS CLUBS AND ACTIVITIES HAPPENING IN THE SCHOOLS, INCLUDING BARKLEY SKI CLUB, MODEL UN, THE HEALTH OCCUPATION STUDENT ASSOCIATION, AND THE POST-PROM STUDENT SAFETY EVENT.PHANTOM FUNDRAISER: PCEF HELD ITS ANNUAL FUNDRAISER IN PERSON, WITH 287 COMMUNITY MEMBERS ATTENDING. WE RAISE A SIGNIFICANT PORTION OF OUR OPERATING BUDGET FROM THIS EVENT.TEACHER MINI GRANT PROGRAM: WE GRANTED $11,146 TO SUPPORT OUR TEACHERS IN THE CLASSROOM, ALLOWING THEM TO BRING INNOVATIVE LEARNING OPPORTUNITIES TO THEIR STUDENTS.ACADEMIC GRANT PROGRAM: PROVIDED $5,400 FOR VARIOUS ACADEMIC NEEDS, SUCH AS INSTRUMENT PURCHASES AND RELATED SUPPORT.DESTINATIONS WITH DIRECTIONS: CONTINUED FUNDING WAS PROVIDED FOR DESTINATIONS WITH DIRECTION (DWD). UP TO 30 HIGH ACHIEVING, ECONOMICALLY DISADVANTAGED HIGH SCHOOL STUDENTS ARE ABLE TO PARTICIPATE IN THE PROGRAM. THESE STUDENTS WERE PROVIDED WITH GUIDANCE, MENTORING AND TUTORING THROUGH A COLLABORATIVE EFFORT WITH WEST CHESTER UNIVERSITY PROFESSORS, WEST CHESTER UNIVERSITY STUDENT TUTORS AND PAHS STAFF TO KEEP THEM ON TRACK FOR ENTERING COLLEGE AFTER GRADUATION. THE STUDENTS ALSO ARE ABLE TO VISIT VARIOUS COLLEGE CAMPUSES AS PART OF THIS PROGRAM. UPON HIGH SCHOOL GRADUATION, THE STUDENTS ARE AWARDED SCHOLARSHIPS FOR SECONDARY EDUCATION EXPENSES BASED UPON THEIR PARTICIPATION LEVEL IN THE GROUP.SCHOLARSHIPS TO SENIORS: PCEF WAS PROUD TO AWARD $2,000 SCHOLARSHIPS TO FIVE PASD SENIORS. WE ALSO AWARDED $17,150 IN DONOR ADVISED SCHOLARSHIPS.PRE-KINDERGARTEN SCHOLARSHIPS: AS AN APPROVED EDUCATIONAL IMPROVEMENT TAX CREDIT ORGANIZATION THROUGH THE DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT, PCEF WAS ABLE TO PROVIDE $27,450 IN PRE-K SCHOLARSHIP FUNDS TO AREA PRE-SCHOOLS TO ASSIST FAMILIES IN NEED WITH PROVIDING OUR YOUNGEST STUDENTS WITH A GREAT START TO THEIR EDUCATION.ACTIVITIES ACCESS/STUDENT GRANTS FUND: PCEF PROVIDED $9,748 IN FUNDING TO HELP FINANCIALLY DISADVANTAGED STUDENTS IN COVERING THE COST OF EXTRACURRICULAR ACTIVITIES THAT OCCUR WITHIN THE SCHOOLS AS WELL AS EDUCATIONAL OPPORTUNITIES SPONSORED BY OUTSIDE ORGANIZATIONS.PHANTOM FOOD PACKS: PCEF PROCIDES A BACKPACK OF HEALTHY FOOD FOR APPROXIMATELY 85 ELEMENTARY STUDENTS EVERY FRIDAY DURING THE YEAR THROUGH THIS COLLABORATIVE PROGRAM. THE TOTAL VALUE OF THIS PROGRAM IN COST AND IN-KIND DONATIONS IS OVER $32,000.PAMS HOUSE/POSITIVE BEHAVIORS/ANTI-BULLYING PROGRAMS: PCEF CONTINUED TO FUND THE MIDDLE SCHOOL'S MANY PROGRAMS THAT HELP CREATE A SAFE, POSITIVE COMMUNITY FOR OUR PRE-TEENS TO LEARN AND GROW.PHOENIXVILLE AREA POSITIVE ALTERNATIVES: FOR MANY YEARS, PCEF HAS SUPPORTED THIS LOCAL NONPROFIT WHICH PROVIDES VITAL PROGRAMMING FOR AT-RISK YOUTH IN OUR COMMUNITY. A $5,500 GRANT WAS GIVEN IN SUPPORT OF THE SAFE SUMMERS CAMP THAT PROVIDES MANY OF OUR STUDENTS WITH A FREE SUMMER PROGRAM FOCUSING ON ACADEMIC ENRICHMENT AND DEVELOPING POSITIVE SOCIAL INTERACTION SKILLS. 250850 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X THE ORGANIZATION 6109335911 PO BOX 348 PHOENIXVILLE PA 19460 SHANNON BURGESS BOARD PRESIDENT 5.00 X X 0 0 0 VALERIE KENNON BOARD VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA GOULD BOARD SECRETARY 1.00 X X 0 0 0 LAURA BOMBERGER DIRECTOR 1.00 X 0 0 0 KELLY CHARNLEY DIRECTOR 1.00 X 0 0 0 DIANE ELIASSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER FLICK DIRECTOR 1.00 X 0 0 0 JOHN GRASSO DIRECTOR 1.00 X 0 0 0 BEN HENRY DIRECTOR 1.00 X 0 0 0 KRISTY IRONS DIRECTOR 1.00 X 0 0 0 MEGAN INMON DIRECTOR 1.00 X 0 0 0 DIANE LYNCH DIRECTOR 1.00 X 0 0 0 SCOTT WHELAN BOARD TREASURER 1.00 X X 0 0 0 LINDA VALLOOR DIRECTOR 1.00 X 0 0 0 MELISSA MANZON DIRECTOR 1.00 X 0 0 0 NEYDARY ZAMBRANO DIRECTOR 1.00 X 0 0 0 MORGAN FREES DIRECTOR 1.00 X 0 0 0 KAREN NOONAN DIRECTOR 1.00 X 0 0 0 JOAN CADIGAN EXECUTIVE DIRECTOR 25.00 X 45626 0 0 45626 0 0 0 0 0 0 0 22940 75975 202837 12543 301752 1961 1961 59360 22940 35380 23980 23980 327693 0 0 25941 137968 137968 54950 54950 47428 37932 4743 4753 13062 10447 1306 1309 4944 3954 495 495 6429 6429 11673 11673 2070 207 207 1656 5993 1779 222 3992 2436 1948 244 244 TELEPHONE 2009 1607 201 201 SUPPLIES 1983 1983 DUES AND FEES 1468 1468 POSTAGE 583 58 58 467 292996 250850 27046 15100 636626 664897 637037 697332 1273663 1362229 0 0 X 615119 694598 658544 667631 1273663 1362229 1273663 1362229 X 34697 18804 35065 X 0 1 X 1 0 X 364331 415134 426420 332868 301752 1840505 364331 415134 426420 332868 301752 1840505 67769 1772736 4212 25643 2114 4588 1961 38518 26279 14397 7500 59360 107536 1986559 0.89240 0.92210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT REVENUE - 2019 AMOUNT: $ 26,279. 2020 AMOUNT: $ 14,397. 2021 AMOUNT: $ 7,500. 2022 AMOUNT: $ 59,360. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 72261 47411 157475 0 0 637037 236524 53756 -23421 -6429 897466 736313 32562 -95359 28684 7795 637037 591920 25354 151072 24094 7939 736313 579215 26546 18741 25228 7354 591920 515137 74641 15194 25757 579215 1 0 0 BENEFICIAL INTEREST IN TRUST 697332 F 697332 X 432293 18804 21780 28636 69220 363073 -35380 -35380 327693 343727 21780 35380 57160 286567 6429 6429 292996 PART V, LINE 4: FIVE PERCENT OF THE ACCOUNT BALANCE AT JUNE 30TH OF EACH YEAR IS AVAILABLE TO BE DISTRIBUTED TO PCEF FOR FURTHERANCE OF ITS CHARITABLE PROGRAMS. PART X, LINE 2: PCEF HAS ADOPTED AN ACCOUNTING STANDARD REGARDING UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. PCEF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THE STANDARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -6,429. CHANGE IN BENEFICIAL INTEREST 35,065. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -35,380. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 35,380. WINTER FUNDRAISER 82300 22940 59360 2983 4857 17640 9900 82300 22940 59360 2983 4857 17640 9900 35380 23980 1 PHOENIXVILLE AREA SCHOOL DISTRICT 386 CITY LINE AVENUE PHOENIXVILLE PA 19460 231667978 GOV'T 137968 0 EDUCATION PROGRAMS SCHOLARSHIPS 31 54950 501(C)3 PART I, LINE 2: PCEF GRANT PROGRAMS SUPPORT A VARIETY OF EDUCATIONAL PROGRAMS AND INCLUDE STUDENT ENRICHMENT; TEACHER, PRINCIPAL, AND STUDENT GRANTS; ACADEMIC COMPETITIONS; AFTER SCHOOL AND SUMMER PROGRAMS; AND A HOST OF OTHER EDUCATIONAL AND CHARITABLE PROGRAMS. GRANTEE MONITORING VARIES DEPENDING ON THE AMOUNT OF THE AWARD AND THE FUNDING SOURCE. DETAILED REPORTS ARE REQUIRED FOR ALL PROGRAMS FUNDED BY GRANTS RECEIVED FROM OTHER CHARITABLE FOUNDATIONS, WHILE GRANTS SUPPORTED BY OTHER TYPES OF FUNDING ARE MONITORED THROUGH ONLINE REPORT SUBMISSIONS, SITE VISITS, MEETINGS AND WORD OF MOUTH. FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION MADE VARIOUS CHANGES TO ITS BY-LAWS. MAJOR CHANGES INCLUDED 1) CHANGING THE NOMENCLATURE FROM "TRUSTEES" TO "DIRECTORS," 2) CLARIFYING THE TERM OF A DIRECTOR AND THE NUMBER OF CONSECUTIVE TERMS ALLOWED, 3) CLARIFIES THAT OFFICER TERMS ARE FOR 2 YEARS, 4) ADDS AN ELECTRONIC ATTENDANCE POLICY (ZOOM), 5) ADDS AN ELECTRONIC VOTING POLICY, 6) ADDS FIDUCIARY DUTY AND INDEMNIFICATION CLAUSES, 7) AND ADDS AN EMERITUS CLASS OF DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOARD PRESIDENT & TREASURER REVIEW A DRAFT OF FORM 990 AND ALL RELATED SCHEDULES FOR ACCURACY AND COMPLETENESS BEFORE FILING. FOLLOWING THIS PROCESS, AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND PRINCIPAL MEMBER OF MANAGEMENT ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS WHETHER ANY CONFLICTS OF INTEREST EXIST. ANY CONFLICTS OF INTEREST DISCLOSED REQUIRES THAT PERSON TO RECUSE THEMSELVES REGARDING THE DECISION-MAKING PROCESS RELATED TO THE CONFLICT. ANY CONFLICT OF INTEREST THAT CANNOT BE RESOLVED WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE WHO WILL MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S GOVERNING BODY ESTABLISHES AND REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION USING ALL NECESSARY DATA TO SET A FAIR AND APPROPRIATE SALARY FOR THE TOP MANAGEMENT OFFICIAL (EXECUTIVE DIRECTOR) IN AN AGENCY THE SIZE AND COMPLEXITY OF THE PHOENIXVILLE COMMUNITY EDUCATION FOUNDATION. VOTING MEMBERS OF THE BOARD SERVE PRO BONO. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST AND OTHER POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 35,065.