2024-05-15T08:57:58-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 251440467 VERLAND ENDOWMENT VERL 4127412375 212 IRIS ROAD SEWICKLEY PA 15143 LELAND SAPP CEO 4127412375 2024-05-13 1 LELAND SAPP 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LELAND SAPP 212 IRIS ROAD SEWICKLEY PA 15143 655827 0 X WWW.VERLAND.ORG X 1978 PA VERLAND ENDOWMENT PROVIDES SUPPORT TO THE VERLAND SYSTEM BY SOLICITING, MAINTAINING AND INVESTING AN ENDOWMENT FUND OF FUNDS TO BE USED TO MAKE CAPITAL CONTRIBUTIONS, GRANTS AND LOANS FOR FACILITY MAINTENANCE. 10 8 0 9 0 0 23858 50500 0 0 699216 605327 0 0 723074 655827 559631 581577 0 0 0 0 0 0 0 98528 88041 658159 669618 64915 -13791 14633834 15593125 0 15 14633834 15593110 X VERLAND ENDOWMENT PROVIDES SUPPORT TO MEMBERS OF THE VERLAND SYSTEM BY SOLICITING, MAINTAINING AND INVESTING AN ENDOWMENT FUND OF FUNDS TO BE USED FOR THE GENERAL FINANCIAL SYSTEM, INCLUDING THE MAKING OF CAPITAL CONTRIBUTIONS, GRANTS AND LOANS FOR THE PURPOSE OF MAINTENANCE OF FACILITIES. 0 0 581577 581577 0 VERLAND ENDOWMENT PROVIDES SUPPORT TO MEMBERS OF THE VERLAND SYSTEM BY SOLICITING, MAINTAINING AND INVESTING AN ENDOWMENT FUND OF FUNDS TO BE USED FOR THE GENERAL FINANCIAL SYSTEM, INCLUDING THE MAKING OF CAPITAL CONTRIBUTIONS, GRANTS AND LOANS FOR THE PURPOSE OF MAINTENANCE OF FACILITIES. 581577 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 PA X LELAND SAPP 4127412375 212 IRIS ROAD SEWICKLEY PA 15143 WILLIAM F HARRIGER PRESIDENT/CEO 8.00 32.00 X X 0 225000 29576 JON M THOMAS CHAIRPERSON 0.30 1.20 X 0 0 0 DANIEL O'MALLEY VICE CHAIRPERSON 0.30 1.20 X X 0 0 0 DAVID P DUESSEL TREASURER 0.30 1.20 X X 0 0 0 PAUL B LONG SECRETARY 0.30 0.90 X X 0 0 0 ELIZABETH BILODEAU DIRECTOR 0.30 1.20 X 0 0 0 ROBERT DEVLIN DIRECTOR THROUGH SEPT 2022 0.30 1.20 X 0 0 0 ROBERT F GAERTNER DIRECTOR 0.30 0.90 X 0 0 0 DREW HELON DIRECTOR 0.30 0.90 X 0 0 0 RAYMOND HUBER DIRECTOR 0.30 1.20 X 0 0 0 CAROL B MITCHELL DEPUTY CEO & EX-OFFICIO DIRECTOR 0.00 8.00 X X 0 100000 2059 COLLEEN PIETRUSINSKI DIRECTOR 0.30 0.90 X 0 0 0 CATHERINE BOGATS CFO/ASSISTANT TREASURER 8.00 32.00 X 0 153293 23261 0 478293 54896 0 0 1 0 0 50500 50500 367200 367200 238127 0 238127 238127 238127 655827 0 0 605327 581577 581577 88041 88041 669618 581577 88041 0 30136 1031291 50500 14512218 14411015 91480 100319 14633834 15593125 0 15 0 15 X 2370401 2675531 12263433 12917579 14633834 15593110 14633834 15593125 X -13791 964229 8838 X 0 1 X 1 0 X X 4 VERLAND FOUNDATION 251344230 7 1 0 0 VERLAND CLA 232250268 10 1 581577 0 VERLAND COMMONS 251704606 10 0 0 0 VERLAND 251440761 7 1 0 0 4 581577 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE. VERLAND COMMONS (25-1704606) IS SUPPORTED THROUGH ITS RELATIONSHIP WITH VERLAND CLA (23-2250268). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14633834 50500 1578419 581602 88041 15593110 17237441 8600 -1964048 549631 98528 14633834 15048355 58148 2831443 616000 84505 17237441 14407196 44559 1212064 542982 72482 15048355 13546373 72719 1370119 513734 68281 14407196 0.17158 0.82841 0.00000 0 0 0 X PART V, LINE 4: VERLAND ENDOWMENT PROVIDES SUPPORT TO MEMBERS OF THE VERLAND SYSTEM BY SOLICITING, MAINTAINING AND INVESTING AN ENDOWMENT OF FUNDS TO BE USED FOR THE GENERAL FINANCIAL SYSTEM, INCLUDING THE MAKING OF CAPITAL CONTRIBUTIONS, GRANTS, AND LOANS FOR THE PURPOSE OF MAINTENANCE OF FACILITIES. PART X, LINE 2: ALL ENTITIES IN THE COMPANY ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE COMPANY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. AS A RESULT OF THE APPLICATION, THE COMPANY EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 OR 2022. 1 VERLAND CLA 212 IRIS ROAD SEWICKLEY PA 15143 251440761 501C3 581577 0 OPERATING COSTS OPERATING COSTS 1 0 PART I, LINE 2: GRANTS ARE ONLY MADE TO AFFILIATED ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 WILLIAM F HARRIGER PRESIDENT/CEO 0 225000 0 0 0 0 0 4500 0 25076 0 254576 0 0 CATHERINE BOGATS CFO/ASSISTANT TREASURER 0 138851 0 5000 0 9442 0 2299 0 20962 0 176554 0 0 PART I, LINE 3 THE HR COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEP AND DEPUTY CEO. THIS REVIEW UTILIZES AND HAS UTILIZED NUMEROUS INDEPENDENT PERSONS AND RESOURCES, INCLUDIND AN INDEPENDENT COMPENSATION CONSULTANT, A SURVEY OF COMPARABLE DATA FROM FORM 990 OF OTHER ORGANIZATIONS, AND COMPENSATION SURVEYS AND STUDIES. THE HR COMMITTEE OF THE BOARD APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 VERLAND (25-1440761) IS THE SOLE MEMBER OF VERLAND ENDOWMENT. FORM 990, PART VI, SECTION A, LINE 7A VERLAND (25-1440761) IS THE PARENT AND SOLE MEMBER AND APPOINTS THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AFTER APPROVAL OF THE AUDIT AND FINANCE COMMITTEE, THE FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW. FORMAL APPROVAL OF THE FORM 990 IS CONDUCTED BY THE BOARD MEMBERS PRIOR TO THE IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C VERLAND HAS A COMPETITIVE BID POLICY FOR THE PURCHASE OF SIGNIFICANT GOODS AND SERVICES (GREATER THAN $5,000). IT IS THE POLICY OF VERLAND AND AFFILIATES THAT BOARD MEMBERS RECUSE THEMSELVES FROM ANY VOTES THAT MAY REPRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE CORPORAT OFFICE: VERLAND ENDOWMENT, 212 IRIS ROAD, SEWICKLEY, PA 15143. DOCUMENTS ARE ALSO AVAILABLE THROUGH ONLINE SERVICES SUCH AS WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: CHANGE IN CSV LIFE INSURANCE 8,838. VERLAND 212 IRIS ROAD SEWICKLEY PA 15143 251440761 MGMT SVCS PA 501(C)(3) LINE 7 N/A 0 VERLAND FOUNDATION 212 IRIS ROAD SEWICKLEY PA 15143 251344230 LT RES CARE PA 501(C)(3) LINE 7 VERLAND 0 VERLAND CLA 212 IRIS ROAD SEWICKLEY PA 15143 232250268 LT RES CARE PA 501(C)(3) LINE 10 VERLAND 0 VERLAND COMMONS 212 IRIS ROAD SEWICKLEY PA 15143 251704606 LT RES CARE PA 501(C)(3) LINE 10 VERLAND CLA 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0