2020-08-14T10:48:24-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2018-10-01 232290505 PHILABUNDANCE PHIL 2153390900 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 LOREE D JONES CEO 2153390900 2020-08-11 1 CONNIE M LIRA P00481097 2156433900 2020-08-11 67.137.57.251 2020-08-11 15:00:27 ED P 2214F49F236FFDE6FF72B8558D9366204581BA9A D5200A471BA06D6F05ED3C2FDF6728AC96601B45 2018 2020-09-23 17:36:50Z LOREE D JONES 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 59872449 0 X WWW.PHILABUNDANCE.ORG X 1984 PA TO DRIVE HUNGER FROM OUR COMMUNITIES TODAY AND END HUNGER FOR GOOD. 19 19 140 12000 0 0 54829165 55913651 1681597 2014221 -926155 91993 573219 53914 56157826 58073779 0 0 0 0 7824798 8075475 627113 1483892 3781515 45578184 43785213 54030095 53344580 2127731 4729199 20293372 25310353 4131709 4408360 16161663 20901993 X PHILABUNDANCE (PHLB) WORKS TO REDUCE HUNGER AND FOOD INSECURITY IN THE DELAWARE VALLEY BY PROVIDING FOOD ACCESS TO PEOPLE IN PARTNERSHIP WITH ORGANIZATIONS AND INDIVIDUALS. 1 0 46661295 0 1937721 TO FULFILL ITS MISSION TO RELIEVE HUNGER NOW, PHLB DISTRIBUTES FOOD TO MORE THAN 350 HUNGER RELIEF AGENCIES THROUGHOUT A 9-COUNTY SERVICE AREA COVERING SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY. THROUGH COLLABORATION WITH MANUFACTURERS, GROCERS, AND LOCAL AGENCIES, PHLB IS ABLE TO PURCHASE, COLLECT AND DELIVER UPWARDS OF 30,000,000 POUNDS OF FOOD ANNUALLY TO HOMELESS SHELTERS, SOUP KITCHENS, FOOD CUPBOARDS, AND AFTER-SCHOOL PROGRAMS, PROVIDING NUTRITIOUS OPTIONS TO MORE THAN 75,000 PEOPLE PER WEEK, INCLUDING THE REGION'S MOST VULNERABLE GROUPS INCLUDING SENIORS AND CHILDREN. 193736 0 128436 IN MARCH 2019, PHLB TOOK THE BOLD MOVE TO FORM OUR END HUNGER FOR GOOD (EHFG) DEPARTMENT, WHICH FOCUSES ON COLLABORATIVELY PAIRING HEALTHY FOOD AND OTHER CRITICAL SERVICES TO WORK TOWARD LONG-TERM SOLUTIONS TO FOOD INSECURITY. TO END HUNGER FOR GOOD AND TO ENSURE THAT ALL PEOPLE IN THE DELAWARE VALLEY BECOME FOOD SECURE, PHLB WILL DISRUPT THE CYCLE OF SPENDING TRADEOFFS BETWEEN FOOD AND OTHER NECESSITIES THAT PERPETUATE INSTABILITY. WE WILL INCREASE ACCESS TO NUTRITIOUS FOOD AND USE FOOD AS THE GATEWAY TO OTHER SERVICES THROUGH CROSS-SECTOR PARTNERSHIPS. THIS WILL SERVE TO DECREASE THE GAP IN FOOD NEED AND INCREASE OUTCOMES FOR BETTER HEALTH, INCOME/EMPLOYMENT, HOUSING STABILITY AND FINANCIAL LITERACY. (CONTINUED ON SCHEDULE O.)AS PART OF OUR EHFG PROGRAM, WE HAVE BEEN PROVIDING A 16-WEEK CULINARY VOCATIONAL TRAINING PROGRAM WHICH HAS BEEN TRANSFORMING THE LIVES OF WOMEN AND MEN WITH LOW-TO-NO INCOME SINCE 2000. PART OF THAT TRAINING CONSISTS OF PREPARING MEALS FOR OUR CATERING BUSINESS. PEOPLE/ORGANIZATIONS PURCHASING THE CATERING ARE AWARE IT IS TO SUPPORT OUR MISSION. THE AVERAGE EMPLOYMENT RATE FOR THE LAST TEN CLASSES IS 80%. 46855031 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 23 0 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NJ X X LOREE D JONES CEO 2153390900 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 PAMELA RAINEY LAWLER DIRECTOR, FOUNDER 2.00 0.00 X 0 0 0 SAMUEL H BAKER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT J CLARK DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KANE DIRECTOR 1.00 0.00 X 0 0 0 MARISSA MEYERS DIRECTOR 1.00 0.00 X 0 0 0 MILTON PRATT JR DIRECTOR 1.00 0.00 X 0 0 0 NORA SWIMM DIRECTOR 1.00 0.00 X 0 0 0 BASSAM AWADALLA DIRECTOR-AS OF JAN 2019 2.00 0.00 X 0 0 0 ANIKA HAWKINS DIRECTOR-AS OF JAN 2019 1.00 0.00 X 0 0 0 ELIZABETH IRELAND DIRECTOR-AS OF JAN 2019 1.00 0.00 X 0 0 0 MARTIN PHILLIPS DIRECTOR-AS OF JAN 2019 2.00 0.00 X 0 0 0 JOHN RUANE DIRECTOR-AS OF JAN 2019 1.00 0.00 X 0 0 0 ANDREW SANDIFER TREASURER 1.00 0.00 X X 0 0 0 PAM CARTER PHD SECRETARY 1.00 0.00 X X 0 0 0 ALAN E CASNOFF VICE CHAIR 1.00 1.00 X X 0 0 0 JOHN HOLLWAY VICE CHAIR 1.00 0.00 X X 0 0 0 DIXIEANNE JAMES VICE CHAIR 1.00 0.00 X X 0 0 0 KARYN POLAK VICE CHAIR 1.00 0.00 X X 0 0 0 NOEL EISENSTAT CHAIR 1.00 1.00 X X 0 0 0 BERYL D SIMONSON DIRECTOR-LEFT DEC 2018 1.00 0.00 X 0 0 0 JACQUELINE BRADY DIRECTOR-LEFT DEC 2018 1.00 0.00 X 0 0 0 MURVIN LACKEY DIRECTOR-LEFT DEC 2018 1.00 0.00 X 0 0 0 GLENN BERGMAN EXECUTIVE DIRECTOR 40.00 1.00 X 179917 0 3449 LAURA SCHEPPS CHIEF FINANCIAL OFFICER 40.00 1.00 X 142784 0 10648 MELANIE CATALDI CHIEF IMPACT OFFICER 40.00 0.00 X 144380 0 7219 STACY BEHM CHIEF PROGRAMS OFFICER 40.00 0.00 X 100835 0 5341 567916 0 26657 4 0 1 0 BRAD CECIL & ASSOCIATES 2115 ARLINGTON DOWNS ROAD ARLINGTON TX 76011 PROFESSIONAL FUNDRAISING SERVICES 1483892 SCHULTZ & WILLIAMS 1617 JFK BLVD SUITE 1700 PHILADELPHIA PA 19103 PROFESSIONAL FUNDRAISING SERVICES 119968 2 209533 55704118 39397723 55913651 AGENCY SERVICE FEES 561000 1885785 1885785 CATERING 722320 128436 128436 2014221 91993 91993 502416 502416 0 1348190 1296254 51936 51936 MISCELLANEOUS REVENUE 900099 1978 1978 1978 58073779 2066157 0 93971 379623 42429 209908 127286 6127686 3673195 1267610 1186881 124934 74946 24624 25364 977152 562490 215957 198705 466080 266644 105241 94195 207107 57990 149117 1483892 1483892 724203 446046 11482 266675 81181 28574 52607 162244 25951 132375 3918 357636 186561 118675 52400 528181 310365 131685 86131 532503 532503 126707 84878 12214 29615 99261 99261 394932 229060 98734 67138 544021 393050 85044 65927 DONATED FOOD 37804767 37804767 FOOD ACQUISITIONS 1549034 1549034 SUPPLIES 349617 329949 8580 11088 DUES AND SUBSCRIPTIONS 123325 71262 26847 25216 200494 185337 10680 4477 53344580 46855031 2708034 3781515 1873946 5153188 943392 767283 1452000 947059 521336 539125 5039250 5039250 1196219 1988596 383104 238976 11816447 3310407 6474774 8506040 1729121 1307304 14999 14665 665231 808867 20293372 25310353 1113755 1366052 224131 376144 2159843 2036272 633980 629892 4131709 4408360 X 11655245 15936566 3521774 3980783 984644 984644 16161663 20901993 20293372 25310353 X 4729199 11465 -334 X 0 1 X 1 1 1 X 48299507 46908592 51693412 54829165 55913651 257644327 48299507 46908592 51693412 54829165 55913651 257644327 36186856 221457471 73842 83785 94051 133968 91993 477639 63683 16129 66599 16943 1978 165332 258287298 21880780 0.85740 0.91340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MAINTENANCE FEES - 2014 AMOUNT: $ 27,022. 2015 AMOUNT: $ 4,226. MISCELLANEOUS - 2014 AMOUNT: $ 36,661. 2015 AMOUNT: $ 11,903. 2016 AMOUNT: $ 66,599. 2017 AMOUNT: $ 16,943. 2018 AMOUNT: $ 1,978. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1280612 300000 -23906 62167 1494539 879326 300000 161137 59851 1280612 800494 117534 38702 879326 743845 93765 37116 800494 777753 1844 35752 743845 0.35340 0.64660 0.00000 0 0 1164800 1164800 6889423 1982240 4907183 52603 42192 10411 747099 480777 266322 2962522 805198 2157324 8506040 OPERATING LEASE RIGHT-OF-USE LIABILITIES 606824 SECURITY DEPOSIT 23068 629892 X 58169107 11465 84197 -334 95328 58073779 0 58073779 53428777 84197 84197 53344580 0 53344580 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUNDS IS USED TO SUPPORT THE OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: PHILABUNDANCE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PHILABUNDANCE HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTIONS DEDUCTION FOR INDIVIDUAL DONORS. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT NEED TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST -334. X X X X X X 1 BRAD CECIL & ASSOCIATES 2115 ARLINGTON DOWNS ROAD ARLINGTON TX 76011 DIRECT MAIL 0 5102067 1483892 3618175 5102067 1483892 3618175 PA NJ X X X 0 0 0 0 0 0 0 0 0 GLENN BERGMAN EXECUTIVE DIRECTOR 179917 0 0 0 0 0 3449 0 0 0 183366 0 0 0 LAURA SCHEPPS CHIEF FINANCIAL OFFICER 142784 0 0 0 0 0 4599 0 6049 0 153432 0 0 0 MELANIE CATALDI CHIEF IMPACT OFFICER 144380 0 0 0 0 0 3562 0 3657 0 151599 0 0 0 X 1 627052 MARKET VALUE X 24038266 38620710 INDUSTRY STUDY X GIFT CARDS 1125 142961 RESALE VALUE X FURNITURE 1 7000 RESALE VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN FOR LINE 19 REPRESENTS THE NUMBER OF POUNDS OF FOODS RECEIVED. THE NUMBER IN THIS COLUMN FOR LINES 17 AND 26 REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED. THE NUMBER IN THIS COLUMN FOR LINE 25 REPRESENTS THE NUMBER OF GIFT CARDS DONATED. SCHEDULE M, PART I, LINE 17 - REAL ESTATE - OTHER: DONATED LAND THAT THE ORGANIZATION IS INTENDING TO BE USED FOR THE PHILABUNDANCE COMMUNITY KITCHEN 2.0 PROJECT. FORM 990, PART III, LINE 2 THE CULINARY VOCATIONAL TRAINING PROGRAM BUILDS SKILLS FOR LOW-TO-NO INCOME WOMEN AND MEN, WITH THE INTENT OF LEADING TO EMPLOYMENT. BY BUILDING SELF-SUSTAINING SKILLS THE PROGRAM REDUCES THE GOVERNMENTAL SUPPORT THESE INDIVIDUALS NEED. AN INTEGRAL PART OF THE PROGRAM IS ENSURING PARTICIPANTS GET EXPERIENCE PROVIDING CATERING SERVICES TO A VARIETY OF CUSTOMERS, INCLUDING NON-PROFIT AND FOR-PROFIT ENTITIES AS WELL AS INDIVIDUALS. THESE EXPERIENCES ALLOW PARTICIPANTS TO BUILD THE NECESSARY SKILLS TO SEEK EMPLOYMENT IN THE CULINARY INDUSTRY. SEE FORM 990, PART III, LINE 4B FOR FULL DESCRIPTION OF NEW PROGRAM. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS, THE IMMEDIATE PAST CHAIR (IF ANY), THE CHAIRS OF THE DEVELOPMENT COMMITTEE, THE GOVERNANCE COMMITTEE, THE OPERATIONS AND PROGRAM COMMITTEE, AND THE FOUNDER OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD IN THE ABSENCE OF A BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL NOT HAVE ANY POWER AND AUTHORITY AS TO: (1) THE FILLING OF VACANCIES IN THE BOARD; (2) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS OR ARTICLES OF INCORPORATION; (3) THE AMENDMENT OR REPEAL OF ANY RESOLUTION BY THE BOARD; AND, (4) ANY MATTERS REQUIRED BY THE BYLAWS OR A RESOLUTION OF THE BOARD TO BE ACTED UPON BY EITHER THE BOARD AS A WHOLE OR BY ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO CURRENT AND PROSPECTIVE EMPLOYEES, INDEPENDENT CONTRACTORS, AND PERSONS ACTING ON BEHALF OF THE ORGANIZATION, I.E., BOARD MEMBERS. FOR NON-BOARD MEMBERS, ANY CONFLICT OF INTEREST, POTENTIAL CONFLICT OF INTEREST, OR THE APPEARANCE OF A CONFLICT OF INTEREST IS REPORTED TO THE EXECUTIVE DIRECTOR/CEO AND/OR THE HEAD OF HUMAN RESOURCES. SENIOR MANAGEMENT HAS THE FINAL RESPONSIBILITY OF RESOLVING NON-BOARD MEMBER CONFLICTS. FOR BOARD MEMBER CONFLICTS, THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH SIGNATORY AUTHORITY SHALL CONTAIN: (1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE CONFLICT OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND (2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT THAT PRESENTS A POSSIBLE CONFLICT OF INTEREST, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. AT A MINIMUM, ANNUAL DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL IS REVIEWED AND APPROVED BY THE BOARD. IN ADDITION, THE COMPENSATION REVIEW PROCESS INCLUDES THE USE OF COMPARABILITY DATA AND REQUIRES CONTEMPORANEOUS SUBSTANTIATION OF BOTH THE DELIBERATION AND THE FINAL DECISION. AT THIS TIME THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES THAT MEET THE INTERNAL REVENUE SERVICE DEFINITION OF KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST -334. FARE & SQUARE LLC 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 460872156 OPERATE A NON-PROFIT GROCERY STORE PA 0 0 PHILABUNDANCE F&S CHESTER RE INC 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 460842776 HOLDING TITLE TO PROPERTY PA PHILABUNDANCE C 184275 3083747 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0