Civic Intelligence

Pennenvironment Research & Policy Center Inc

EIN 05-0530668 • 501(c)3 • Philadelphia, PA

Profile

The corporation is organized exclusively for charitable, educational, and scientific purposes as allowed by Section 501(c)(3) of the Internal Revenue Code, including, for such purposes, identifying, researching, analyzing, and pursuing solutions to problems of consumer protection, environmental preservation, corporate and governmental responsibility, and other issues affecting the social welfare of the people of Pennsylvnia and the nation, and to cooperate with other public interest groups.

1528 Walnut St Ste 1400Philadelphia, PA 19102

www.pennenvironmentcenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.54x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$32,599

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-4.7%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,160,400

Down $157,034 (-4.7%) from 2023

Liabilities

Down

$439,710

Down $310,285 (-41%) from 2023

Net Assets

Up

$2,720,690

Up $153,251 (+6.0%) from 2023

Revenue

Down

$821,381

Down $191,339 (-19%) from 2023

Expenses

Down

$712,406

Down $69,025 (-8.8%) from 2023

Net Income

Down

$108,975

Down $122,314 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,460,929Liabilities 2011: $378,858Net Assets 2011: $1,082,0712011Assets 2012: $981,865Liabilities 2012: $303,764Net Assets 2012: $678,1012012Assets 2013: $802,839Liabilities 2013: $259,592Net Assets 2013: $543,2472013Assets 2014: $873,009Liabilities 2014: $323,733Net Assets 2014: $549,2762014Assets 2015: $869,031Liabilities 2015: $311,059Net Assets 2015: $557,9722015Assets 2016: $1,420,976Liabilities 2016: $741,379Net Assets 2016: $679,5972016Assets 2017: $1,690,707Liabilities 2017: $690,423Net Assets 2017: $1,000,2842017Assets 2018: $1,589,940Liabilities 2018: $562,797Net Assets 2018: $1,027,1432018Assets 2019: $1,562,956Liabilities 2019: $533,601Net Assets 2019: $1,029,3552019Assets 2020: $2,361,897Liabilities 2020: $670,340Net Assets 2020: $1,691,5572020Assets 2021: $2,241,719Liabilities 2021: $387,226Net Assets 2021: $1,854,4932021Assets 2022: $2,903,830Liabilities 2022: $567,680Net Assets 2022: $2,336,1502022Assets 2023: $3,317,434Liabilities 2023: $749,995Net Assets 2023: $2,567,4392023Assets 2024: $3,160,400Liabilities 2024: $439,710Net Assets 2024: $2,720,6902024

Highlighted filing

2024

Assets$3,160,400
Liabilities$439,710
Net Assets$2,720,690

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $594,092Expenses 2011: $595,150Net Income 2011: -$1,0582011Revenue 2012: $346,728Expenses 2012: $750,698Net Income 2012: -$403,9702012Revenue 2013: $299,211Expenses 2013: $434,064Net Income 2013: -$134,8532013Revenue 2014: $479,946Expenses 2014: $473,917Net Income 2014: $6,0292014Revenue 2015: $477,666Expenses 2015: $468,970Net Income 2015: $8,6962015Revenue 2016: $974,973Expenses 2016: $853,348Net Income 2016: $121,6252016Revenue 2017: $1,302,518Expenses 2017: $981,831Net Income 2017: $320,6872017Revenue 2018: $904,527Expenses 2018: $877,668Net Income 2018: $26,8592018Revenue 2019: $929,837Expenses 2019: $940,224Net Income 2019: -$10,3872019Revenue 2020: $1,366,966Expenses 2020: $704,764Net Income 2020: $662,2022020Revenue 2021: $806,254Expenses 2021: $643,330Net Income 2021: $162,9242021Revenue 2022: $1,072,502Expenses 2022: $579,935Net Income 2022: $492,5672022Revenue 2023: $1,012,720Expenses 2023: $781,431Net Income 2023: $231,2892023Revenue 2024: $821,381Expenses 2024: $712,406Net Income 2024: $108,9752024

Highlighted filing

2024

Revenue$821,381
Expenses$712,406
Net Income$108,975

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.44$2.72$0.82$0.71$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.75$2.57$1.01$0.78$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.57$2.34$1.07$0.58$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.39$1.85$0.81$0.64$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.67$1.69$1.37$0.70$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.53$1.03$0.93$0.94$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.56$1.03$0.90$0.88$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.69$1.00$1.30$0.98$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.74$0.68$0.97$0.85$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.31$0.56$0.48$0.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.32$0.55$0.48$0.47$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.26$0.54$0.30$0.43$0.13
2012Summary only. Only limited summary data is available for this year.$0.98$0.30$0.68$0.35$0.75$0.40
2011Summary only. Only limited summary data is available for this year.$1.46$0.38$1.08$0.59$0.60$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v6.0
Gross Receipts
$821,381
Mission and Program Overview

Mission

The Organization engages in public interest research, policy development, analysis and education dissemination to protect the environment and citizens of Pennsylvania, including, but not limited to, the quality of our air, water and land.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,814,773$2,752,076▼ $62,697
Investments Other Securities$276,160$320,436▲ $44,276
Accounts Receivable$226,501$87,888▼ $138,613
Total Assets$3,317,434$3,160,400▼ $157,034
Liabilities
Accounts Payable and Accrued Expenses$749,995$439,710▼ $310,285
Total Liabilities$749,995$439,710▼ $310,285
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,266,606$2,498,607▲ $232,001
Net Assets With Donor Restrictions$300,833$222,083▼ $78,750
Total Net Assets Fund Balance$2,567,439$2,720,690▲ $153,251
Total Liabilities and Net Assets / Fund Balance$3,317,434$3,160,400▼ $157,034

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,414-
Other Securities$320,436--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Christine LindstromTreasurer$32,599$32,599

Board Members and Trustees

NameTitle
David MasurPresidentexecutive Director
Ajayi HarrisDirector
Doug OmalleyDirector
Erika Staaf StrassburgerDirector
Jenne TurnerDirector
Stephanie HaynesClerk
Revenue and Support

Revenue Composition

Contributions and Grants
$815,407
Program Service Revenue
$0
Investment Income
$5,974
Other Revenue
$0
All Other Contributions
$815,407
Change in Net Assets
$108,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$821,381
Revenue Not Reported on Form 990
$44,276
Total Revenue per Audited Statements
$865,657
Total Revenue per Form 990
$821,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$288,279
Other Expenses$279,627
Grants and Similar Amounts Paid$144,500
Total Fundraising Expense$40,567
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$105,929$119,991$7,535$233,455
Other Salaries and Wages$126,170$7,093$15,172$148,435
Grants to Domestic Orgs$144,500--$144,500
Current Officers, Directors, Trustees, and Key Employees$61,160$3,439$7,355$71,954
Other Employee Benefits$32,201$1,810$3,872$37,883
Payroll Taxes$19,243$1,082$2,314$22,639
Occupancy$15,626$879$1,879$18,384
Fees for Services Accounting-$9,067-$9,067
Office Expenses$6,872$386$826$8,084
Pension Plan Contributions$6,263$352$753$7,368
Travel$6,024$339$726$7,089
Information Technology$1,121$63$135$1,319
Insurance-$1,160-$1,160
Conferences and Meetings$769--$769
Other Expenses-$300-$300
Total Functional Expenses$525,878$145,961$40,567$712,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$712,406
Total Expenses per Audited Statements$712,406
Total Expenses per Form 990$712,406
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center for Public Interest ResearchBoston, MA501c3General Assistance$109,500
Pennsylvania Resources CouncilPittsburgh, PA501c3General Assistance$25,000
Public Interest Law CenterPhiladelphia, PA501c3Clean Drinking Water$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

The organizations governing body had no committees.

Form 990 governing body review Part VI line 11

A draft of the form 990 is sent to all board members prior to the return being finalized.

Conflict of interest policy compliance Part VI line 12C

To monitor and enforce compliance with the conflict of interest policy, the organization requires all officers, directors, and indivuals with substantial influence over the organization to complete an annual statement disclosing to the board any business, contractual or financial relationships the person has with other corporations. In addition, said persons have an ongoing obligation to disclose to the board any financial interest, direct, or indirect, that the person would gain from any particular transaction, contract, or policy under consideration by the organization. The board must address potential conflicts on a case-by-case basis, conflicted persons must abstain from the deliberation of the transaction, and corporate records must be maintained.

Other officer or key employee compensation Part VI line 15B

The compensation committee will establish acceptable compensation packages after reviewing at least one of the following: 1) information about compensation paid by similarly situated tax-exempt organizations for similar services; 2) current compensation surveys compiled by independent firms; or 3) actual written offers from similarly situated organization. Documentation of the compensation deliberation and decision is kept on file.

Governing documents etc available to public Part VI line 19

No documents were made available to the public, except for those that were included with the organizations form 1023 application for exemt status, which are made available upon request as indicated in line 18.

Part VII response or note to any other line in Part VII

All employees are paid by pennenvironment, inc., under a common paymaster arrangement, and some are shared by pennenvironment research and policy center, inc., as well as other entities.

Filing and Contact Details

Filer

Filer Name
Pennenvironment Research and Policy Center Inc
EIN
05-0530668
Address
1528 WALNUT ST STE 1400, PHILADELPHIA, PA 19102

Signing Officer

Name
David Masur
Title
President
Phone
2157325897
Signed
2024-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Masur
Formed
2002
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Wade W Moter CPA
Address
737 Creekside DR, Woodland Park, CO 80863
Preparer
Wade W Moter CPA
Phone
7194949540
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Program services expensesfrontier group $22,557citizen outreach $6,969consultants $36,406programmatic, administrative and fundraising activities $39,997 management and general expensesprogrammatic, administrative and fundraising activities $119,991 fundraising expensesconsultants - grants $7,535

Part III response or note to any other line in Part III

Pennenvironment is dedicated to protecting our air, water and open spaces. We ingestigate problems, craft solutions, educate the public and decision-makers and help the public make their voices heard in local, state, and national debates over the quality of our environment. The corporation is organized exclusively for charitable, educational, and scientific purposes as allowed by section 501c3 of the internal revenue code, including, for such purposes, identifying, researching, analyzing, and pursuing solutions to problems of consumer protection, environmental preservation, corporate and governmental responsibility, and other issues affecting the social welfare of the people of pennslyvania and the nation, and to cooperate with other public interest groups.

Raw XML AppendixShowing 400 of 822 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC EDUCATION AND OUTREACH: RECRUITING VOLUNTEERS, DISTRIBUTING EDUCATIONAL LITERATURE, CONDUCTING SURVEYS AND DISCUSSING ISSUES WITH THE PUBLIC REACHING THOUSANDS OF CITIZENS EACH YEAR ON THE FOLLOWING ISSUES: PROMOTING RENEWABLE ENERGY STRATEGIES, CLEANING UP OUR WATERWAYS AND BANNING TOXIC PESTICIDES USED IN FOOD PRODUCTION.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT - PARADIGM PARTNERS 2019
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CLEAN DRINKING WATER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PENNSYLVANIA RESOURCES COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PUBLIC INTEREST LAW CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CENTER FOR PUBLIC INTEREST RESEARCH
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0828 W NORTH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11500 JOHN F KENNEDY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2294 WASHINGTON ST SUITE 720
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PHILADELPHIA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE MONITOR THROUGH THE USE OF GRANT AGREEMENTS AND WORKING CLOSELY WITH THE RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS GOVERNING BODY HAD NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO THE RETURN BEING FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND INDIVUALS WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION TO COMPLETE AN ANNUAL STATEMENT DISCLOSING TO THE BOARD ANY BUSINESS, CONTRACTUAL OR FINANCIAL RELATIONSHIPS THE PERSON HAS WITH OTHER CORPORATIONS. IN ADDITION, SAID PERSONS HAVE AN ONGOING OBLIGATION TO DISCLOSE TO THE BOARD ANY FINANCIAL INTEREST, DIRECT, OR INDIRECT, THAT THE PERSON WOULD GAIN FROM ANY PARTICULAR TRANSACTION, CONTRACT, OR POLICY UNDER CONSIDERATION BY THE ORGANIZATION. THE BOARD MUST ADDRESS POTENTIAL CONFLICTS ON A CASE-BY-CASE BASIS, CONFLICTED PERSONS MUST ABSTAIN FROM THE DELIBERATION OF THE TRANSACTION, AND CORPORATE RECORDS MUST BE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION COMMITTEE WILL ESTABLISH ACCEPTABLE COMPENSATION PACKAGES AFTER REVIEWING AT LEAST ONE OF THE FOLLOWING: 1) INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES; 2) CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; OR 3) ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATION. DOCUMENTATION OF THE COMPENSATION DELIBERATION AND DECISION IS KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS WERE MADE AVAILABLE TO THE PUBLIC, EXCEPT FOR THOSE THAT WERE INCLUDED WITH THE ORGANIZATIONS FORM 1023 APPLICATION FOR EXEMT STATUS, WHICH ARE MADE AVAILABLE UPON REQUEST AS INDICATED IN LINE 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM SERVICES EXPENSESFRONTIER GROUP $22,557CITIZEN OUTREACH $6,969CONSULTANTS $36,406PROGRAMMATIC, ADMINISTRATIVE AND FUNDRAISING ACTIVITIES $39,997 MANAGEMENT AND GENERAL EXPENSESPROGRAMMATIC, ADMINISTRATIVE AND FUNDRAISING ACTIVITIES $119,991 FUNDRAISING EXPENSESCONSULTANTS - GRANTS $7,535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PENNENVIRONMENT IS DEDICATED TO PROTECTING OUR AIR, WATER AND OPEN SPACES. WE INGESTIGATE PROBLEMS, CRAFT SOLUTIONS, EDUCATE THE PUBLIC AND DECISION-MAKERS AND HELP THE PUBLIC MAKE THEIR VOICES HEARD IN LOCAL, STATE, AND NATIONAL DEBATES OVER THE QUALITY OF OUR ENVIRONMENT. THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES AS ALLOWED BY SECTION 501C3 OF THE INTERNAL REVENUE CODE, INCLUDING, FOR SUCH PURPOSES, IDENTIFYING, RESEARCHING, ANALYZING, AND PURSUING SOLUTIONS TO PROBLEMS OF CONSUMER PROTECTION, ENVIRONMENTAL PRESERVATION, CORPORATE AND GOVERNMENTAL RESPONSIBILITY, AND OTHER ISSUES AFFECTING THE SOCIAL WELFARE OF THE PEOPLE OF PENNSLYVANIA AND THE NATION, AND TO COOPERATE WITH OTHER PUBLIC INTEREST GROUPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL EMPLOYEES ARE PAID BY PENNENVIRONMENT, INC., UNDER A COMMON PAYMASTER ARRANGEMENT, AND SOME ARE SHARED BY PENNENVIRONMENT RESEARCH AND POLICY CENTER, INC., AS WELL AS OTHER ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part III response or note to any other line in Part III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part VII response or note to any other line in Part VII
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CHARITY AND EDUCATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NATIONAL CENTER FOR PUBLIC INTEREST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0294 WASHINGTON ST SUITE 720
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