PLATINUM2024

PENDLE HILL

A Place to Be and Become

aka Pendle Hill   |   Wallingford, PA   |  www.pendlehill.org
GuideStar Charity Check

PENDLE HILL

EIN: 23-1352255


Mission

Pendle Hill is a Quaker center welcoming all for Spirit-led learning, retreat, and community.

Ruling year info

1938

Executive Director

Francisco Burgos

Main address

338 Plush Mill Road

Wallingford, PA 19086 USA

Show more contact info

EIN

23-1352255

Subject area info

Adult education

Antidiscrimination

Spirituality

Interfaith

Population served info

Activists

Religious groups

Ethnic and racial groups

Adults

Sexual identity

NTEE code info

Adult, Continuing Education (B60)

Religion Related, Spiritual Development N.E.C. (X99)

What we aim to solve

SOURCE: Self-reported by organization

People come to Pendle Hill to seek community for various reasons. One that we hear frequently from our guests is that they are in a transition period in life (e.g., change of career, recent divorce, unsure about one’s “calling” in life) and seek a place to discern their future direction. Pendle Hill also serves as a place for quiet, Spirit-led reflection. In today’s fast-paced world, in which people are inundated with technology, advertising, and commitments both work and personal, many have found it valuable to have a place to gather their thoughts, take care of themselves, and work on creative and/or academic projects. As part of its capacity as an education and conference center, Pendle Hill also seeks to address inequality, racism, and violence in the world. We regularly host workshops, lectures, and conferences inviting prominent speakers to discuss spirituality, racial and social justice, environmental sustainability, and interfaith cooperation among other topics.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

The Spring Term at Pendle Hill

The Spring Term is a ten-week resident student program based on the daily rhythm of worship, learning, and work that creates space for Spirit-led discernment, community, and guided study within the context of a spiritually-led Quaker community.

This resident study program provides an alternative and experiential adult education that aims to support the formation and renewal of the whole person. The simple framework of study, worship, and work in community offers participants a unique sanctuary in which to develop a deeper awareness of the Divine in daily life and of their own vocation in the world.

Population(s) Served
Adults

Pendle Hill offers a range of classes, workshops, and retreats on spiritual deepening, discernment, Quaker faith and practice, social witness, arts and writing, movement and body work, and other topics. Offerings are intended to enable personal reflection, renewal, and healing; foster individual and collective well-being; stimulate creative expression, empower dialogue between people with religious and other differences; or inspire cooperative action for justice, equality, and peace.

In-person programs are held on our 24-acre campus in Wallingford, PA. Online/virtual lectures and workshops have been held since 2017, and now comprise a significant portion of our offerings.

Population(s) Served
Adults

Each year in June, Pendle Hill runs a Young Adult Friends Conference, inviting young adult Friends to gather for four to six days of fellowship, practical training and skill building activities, and spiritual deepening. Since 2012, this conference series has been titled "Continuing Revolution" and has supported Quaker and other young adults in developing their capacity to lead justice work in their own communities and the wider world.

Population(s) Served
Young adults

We are known for our caring and professional staff, delicious food, beautiful grounds, and proximity to major transit hubs. Groups of 5-65 persons can easily be accommodated overnight in a variety of spaces on our grounds. Larger groups (up to 136 persons) can be accommodated for presentations, lectures, and other events.

Pendle Hill hosts conferences, retreats, and meetings for many different groups. Our guests include Quaker meetings and organizations, church groups, college faculty and staff, social service organizations, community groups, and more.

Population(s) Served
Adults

Since its founding in 1930, Pendle Hill has been a center where Quaker faith is expressed in education – the education of adults for spiritually motivated service. Because spiritual experience is essential to Quakerism, Pendle Hill’s education is experiential at its core. The Pendle Hill pamphlets have been an integral part of this educational vision since 1934. The pamphlets are written from the personal experience, study, and insights of the authors, concerning spiritual life, faith, and witness.

Each year Pendle Hill publishes five new pamphlets, each about 9000 words in length. Every pamphlet ever printed is available from the bookstore. Receive each pamphlet as it is published by ordering a subscription.

Population(s) Served

An evening lecture series that is free and open to the public. Lecture topics focus on peace and social justice.

Population(s) Served
Adults
Religious groups

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of free admissions

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

First Mondays Lecture Series

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of First Monday and Free Evening lecture attendees.

Number of participants attending course/session/workshop

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Educational Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Total number of participants in our learning programs. For years 2020 and 2021, these numbers reflect the large online participation during the pandemic.

Number of hours of live broadcast

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

This broadcast time is a combination of worship services, sharing sessions, First Monday lecture series, and reading group. It does not include the live broadcast integrated in others programs.

Number of free registrants to classes

This metric is no longer tracked.
Totals By Year
Related Program

Educational Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This number reflects the registered participants in programs listed as free but subsidized by Pendle Hill such as the lectures series and the reading group. It does not include direct scholarship.

Total number of paid admissions

This metric is no longer tracked.
Totals By Year
Related Program

Educational Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total number of conferences held

This metric is no longer tracked.
Totals By Year
Related Program

Conference Services

Type of Metric

Other - describing something else

Direction of Success

Increasing

Context Notes

Number of external events held on campus. A total of 86 different groups came to Pendle Hill this year, and 36 of them were new to us.

Total pounds of target crop harvested

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

Number of pounds of produce harvested including 100 pounds of honey.

Number of trees cared for

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Number of trees receiving special treatment and/or special care / pruning that requires major equipment.

Number of trees planted

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

Additional trees added to the arboretum.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Pendle Hill’s vision is briefly stated as “to create peace with justice in the world by transforming lives.” In doing so, we promote peace, truth-speaking and integrity, equality, simplicity, and reaching out to that of God in everyone.

In order to accomplish these goals, our staff and Board regularly meet to discuss short- and long-term objectives. For the current fiscal year (FY2022), we aspire to:
- Ensure meaningful Pendle Hill experiences and increase financial accessibility to our programs.
- Reduce our carbon footprint.
- Strengthen and expand Pendle Hill's base of supporters and advocates.
- Develop and implement a multiyear plan for increasing staff benefits and increasing financial reserves based on a equity and DEI strategy.

Pendle Hill's primary functions are as a study, retreat, and study center. We aim to provide guests from all over the world with spiritual, moral, and intellectual sustenance, as well as serve our local community in Delaware County, Pennsylvania. Our strategy in accomplishing these goals are best stated by our values of Education, Sustainability, and Social Action and Justice.

1) Education: Learning at Pendle Hill is both experiential and intellectual, rooted in the principles of The Religious Society of Friends. Such learning includes dialogue, personal study and contemplation, collaborative exploration, openness to divine leadings, and interaction with the natural environment.

2) Sustainability: Pendle Hill seeks to be a living, nourishing model of sustainability in a spiritual community. We work to experience and support a way of living that is environmentally, socially, and fiscally sustainable.

3) Social Action and Justice: At Pendle Hill we commit to being a living testimony to a social order that manifests God's love for everyone. We work to be inclusive, respectful, and supportive of all people. We strive courageously for peace and justice.

Founded in 1930 as a “Quaker experiment in education and community” where students and teachers lived, studied, and worked together, Pendle Hill has been a site for Spirit-led learning and social action for over 90 years. Throughout the years, a philosophy of experiential education through study, work, and worship, as well as group life, became its hallmark. During World War II and its aftermath, Pendle Hill was a training site for international service personnel as well as relief programs.

Luminaries who have come to Pendle Hill throughout the years to teach or retreat include Eleanor Roosevelt, Paul Robeson, Rabindranath Tagore, Jean-Paul Sartre, Martin Buber, Anna and Howard Brinton, A.J. Muste, Dorothy Day, Elise and Kenneth Boulding, Dorothy and Douglas Steere, Bill and Fran Taber, Wendell Berry, Bayard Rustin, Muriel Lester, Sally and Parker Palmer, Vincent Harding, George Willoughby, George Lakey, and Niyonu Spann.

To this day, Pendle Hill maintains its theme of ‘education for the whole person.’ Instead of grades, exams, and college credits, participants are engaged in a model of community-based learning aimed at helping the individual discern their path in how they may serve our wider society. These ends are accomplished through the flagship residential program, The Spring Term, as well as workshops and seminars that provide balance analytical, service-oriented, and inward approaches. On an annual basis, we serve more than 15,000 individuals that include sojourners, workshop participants, and conference attendees.

Pendle Hill’s unique capability to inspire reflection and renewal is grounded in a sense of place. The 24-acre campus features a well-stocked art studio, library, and a mile-long walking trail that is open to the public. With over 140 species of trees, a half-acre garden, and a wetland pond, our grounds have been described as possessing a “storybook-like serenity.”

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, We don’t have the right technology to collect and aggregate feedback efficiently

Financials

PENDLE HILL
Fiscal year: Sep 01 - Aug 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

8.69

Average of 6.44 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

4.3

Average of 3.9 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

22%

Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

PENDLE HILL

Revenue & expenses

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

PENDLE HILL

Balance sheet

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

PENDLE HILL

Financial trends analysis Glossary & formula definitions

Fiscal Year: Sep 01 - Aug 31

SOURCE: IRS Form 990 info

This snapshot of PENDLE HILL’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2019 2020 2021 2022 2023
Unrestricted surplus (deficit) before depreciation -$215,235 $264,038 $133,801 $377,842 $283,516
As % of expenses -8.7% 11.9% 8.3% 15.8% 10.3%
Unrestricted surplus (deficit) after depreciation -$404,268 $78,638 -$55,464 $177,116 $72,065
As % of expenses -15.2% 3.3% -3.1% 6.8% 2.4%
Revenue composition info
Total revenue (unrestricted & restricted) $2,535,334 $2,593,349 $1,627,497 $3,150,887 $2,895,792
Total revenue, % change over prior year -8.3% 2.3% -37.2% 93.6% -8.1%
Program services revenue 52.5% 30.7% 18.4% 29.8% 40.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 7.7% 8.1% 14.6% 8.0% 9.9%
Government grants 0.0% 0.0% 18.8% 13.4% 14.0%
All other grants and contributions 30.0% 50.5% 31.4% 43.0% 35.9%
Other revenue 9.7% 10.6% 16.8% 5.8% 0.2%
Expense composition info
Total expenses before depreciation $2,475,675 $2,227,026 $1,609,645 $2,397,318 $2,754,329
Total expenses, % change over prior year 6.3% -10.0% -27.7% 48.9% 14.9%
Personnel 58.7% 62.8% 49.6% 51.6% 59.0%
Professional fees 3.9% 5.1% 8.0% 7.5% 6.1%
Occupancy 6.9% 4.8% 5.4% 7.2% 7.1%
Interest 1.5% 1.6% 2.1% 1.2% 0.7%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 29.1% 25.6% 34.9% 32.5% 27.1%
Full cost components (estimated) info 2019 2020 2021 2022 2023
Total expenses (after depreciation) $2,664,708 $2,412,426 $1,798,910 $2,598,044 $2,965,780
One month of savings $206,306 $185,586 $134,137 $199,777 $229,527
Debt principal payment $40,897 $0 $0 $426,043 $0
Fixed asset additions $0 $0 $205,270 $0 $0
Total full costs (estimated) $2,911,911 $2,598,012 $2,138,317 $3,223,864 $3,195,307

Capital structure indicators

Liquidity info 2019 2020 2021 2022 2023
Months of cash 3.4 5.3 7.1 4.4 4.3
Months of cash and investments 39.5 53.9 83.1 46.4 42.2
Months of estimated liquid unrestricted net assets 2.9 4.0 4.7 4.3 4.4
Balance sheet composition info 2019 2020 2021 2022 2023
Cash $692,405 $974,662 $946,657 $887,192 $975,559
Investments $7,453,387 $9,033,147 $10,195,726 $8,392,272 $8,700,228
Receivables $475,142 $108,834 $62,750 $365,526 $443,680
Gross land, buildings, equipment (LBE) $6,760,230 $6,852,560 $7,057,830 $7,202,578 $7,285,604
Accumulated depreciation (as a % of LBE) 55.3% 57.3% 58.3% 59.9% 61.4%
Liabilities (as a % of assets) 9.5% 10.4% 9.8% 7.5% 7.7%
Unrestricted net assets $2,818,457 $2,897,095 $2,841,631 $3,018,747 $3,090,812
Temporarily restricted net assets $1,103,769 N/A N/A N/A N/A
Permanently restricted net assets $8,036,206 N/A N/A N/A N/A
Total restricted net assets $9,139,975 $10,154,551 $11,445,738 $10,017,283 $10,300,070
Total net assets $11,958,432 $13,051,646 $14,287,369 $13,036,030 $13,390,882

Key data checks

Key data checks info 2019 2020 2021 2022 2023
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Executive Director

Francisco Burgos

With his collaborative approach to leadership, penchant for spiritual education, and commitment to social justice, Francisco Burgos has worked to promote and sustain justice, equality, and diversity at Pendle Hill. Prior to becoming Executive Director, Burgos served as Director of Education at Pendle Hill. Burgos came to Pendle Hill from the Center for Community Initiatives at the Monteverde Institute in Monteverde, Costa Rica. From 2012 to 2015 he was head of school at Monteverde Friends School. He has also served with the Organization of American States in Washington, D.C., and American Friends Service Committee in Baltimore, Md. He holds a degree in clinical psychology from the National University Pedro Enríquez Ureña, a post-graduate diploma in social pedagogy from the Sevilla University and the Santo Domingo Technological Institute, the M.A. in Sustainable Development at the SIT Graduate Institute, and the Ph.D. in Education from La Salle University in Costa Rica.

Number of employees

Source: IRS Form 990

PENDLE HILL

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

PENDLE HILL

Board of directors
as of 03/20/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dr. Frances Brokaw

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 3/14/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

No data

Equity strategies

Last updated: 03/14/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
Policies and processes
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.