Civic Intelligence

West House Inc.

990 • Fiscal year 2016 • EIN 20-5367869

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 17, 2016

500 West Third StreetWilliamsport, PA 17701

(570) 322-8448

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.28x

Higher debt load relative to assets than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.29x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$551,471

Up $104,783 (+23%) from 2015

Net Assets

Up

$398,632

Up $201,452 (+102%) from 2015

Liabilities

Down

$152,839

Down $96,669 (-39%) from 2015

Revenue

Up

$529,342

Up $143,125 (+37%) from 2015

Expenses

Down

$327,890

Down $18,698 (-5.4%) from 2015

Net Income

Up

$201,452

Up $161,823 (+408%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $400,028Liabilities 2010: $379,013Net Assets 2010: $21,0152010Assets 2011: $404,618Liabilities 2011: $359,704Net Assets 2011: $44,9142011Assets 2012: $394,599Liabilities 2012: $342,602Net Assets 2012: $51,9972012Assets 2013: $394,685Liabilities 2013: $329,225Net Assets 2013: $65,4602013Assets 2014: $468,991Liabilities 2014: $311,440Net Assets 2014: $157,5512014Assets 2015: $446,688Liabilities 2015: $249,508Net Assets 2015: $197,1802015Assets 2016: $551,471Liabilities 2016: $152,839Net Assets 2016: $398,6322016Assets 2017: $500,825Liabilities 2017: $5,807Net Assets 2017: $495,0182017Assets 2018: $506,842Liabilities 2018: $10,352Net Assets 2018: $496,4902018Assets 2019: $405,239Liabilities 2019: $10,424Net Assets 2019: $394,8152019Assets 2020: $311,856Liabilities 2020: $15,565Net Assets 2020: $296,2912020Assets 2021: $282,896Liabilities 2021: $1,228Net Assets 2021: $281,6682021Assets 2022: $267,694Liabilities 2022: $0Net Assets 2022: $267,6942022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$551,471
Liabilities$152,839
Net Assets$398,632

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2010: $271,543Expenses 2010: $243,734Net Income 2010: $27,8092010Revenue 2011: $287,432Expenses 2011: $263,533Net Income 2011: $23,8992011Revenue 2012: $277,183Expenses 2012: $270,100Net Income 2012: $7,0832012Expenses 2013: $276,3852013Revenue 2014: $386,558Expenses 2014: $294,467Net Income 2014: $92,0912014Revenue 2015: $386,217Expenses 2015: $346,588Net Income 2015: $39,6292015Revenue 2016: $529,342Expenses 2016: $327,890Net Income 2016: $201,4522016Revenue 2017: $438,362Expenses 2017: $341,976Net Income 2017: $96,3862017Revenue 2018: $363,173Expenses 2018: $361,701Net Income 2018: $1,4722018Revenue 2019: $246,111Expenses 2019: $347,786Net Income 2019: -$101,6752019Revenue 2020: $215,761Expenses 2020: $314,285Net Income 2020: -$98,5242020Revenue 2021: $282,185Expenses 2021: $296,808Net Income 2021: -$14,6232021Revenue 2022: $3,542Expenses 2022: $17,517Net Income 2022: -$13,9752022Revenue 2023: $1,503Expenses 2023: $269,197Net Income 2023: -$267,6942023

Highlighted filing

2016

Revenue$529,342
Expenses$327,890
Net Income$201,452
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 17, 2016
Return Version
2015v3.0
Gross Receipts
$529,342
Mission and Program Overview

Mission

PERSONAL CARE HOME

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$287,075$272,506▼ $14,569
Savings and Temporary Cash Investments$134,794$256,530▲ $121,736
Intangible Assets$18,850$16,534▼ $2,316
Prepaid Expenses and Deferred Charges$5,704$5,901▲ $197
Cash and Non-Interest-Bearing Accounts$265--
Total Assets$446,688$551,471▲ $104,783
Liabilities
Mortgage Notes Payable Secured by Investment Property$242,822$143,032▼ $99,790
Accounts Payable and Accrued Expenses$6,686$9,807▲ $3,121
Total Liabilities$249,508$152,839▼ $96,669
Net Assets / Fund Balance
Unrestricted Net Assets$197,180$393,560▲ $196,380
Temporarily Rstr Net Assets-$5,072-
Total Net Assets Fund Balance$197,180$398,632▲ $201,452
Total Liabilities and Net Assets / Fund Balance$446,688$551,471▲ $104,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$228,156$71,844$300,000
Other Land Buildings$26,205$17,945$44,150
Equipment$2,321$30,926$33,247
Land$15,824-$15,824
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol SteckPresident
Andrew KilpatrickDirector
Ej RymszaDirector
Keith SolomonDirector
Lee HornDirector
Nancy RaminDirector
Tim SteckDirector
Rick SchulzeSecretary
Lisa KemmererTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$301,732
Program Service Revenue
$224,640
Investment Income
$1,378
Other Revenue
$1,592
All Other Contributions
$268,891
Change in Net Assets
$201,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$529,342
Total Revenue per Audited Statements
$529,342
Total Revenue per Form 990
$529,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$210,006
Other Expenses$117,884
Total Fundraising Expense$2,602
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,319$9,227$0$184,546
Occupancy$23,869$1,000$0$24,869
Depreciation Depletion$16,885$0$0$16,885
Payroll Taxes$15,245$802$0$16,047
Insurance$8,222$433$0$8,655
Other Employee Benefits$7,180$378$0$7,558
Interest$7,287$0$0$7,287
Fees for Services Accounting$1,100$4,000$0$5,100
Advertising$0$0$2,602$2,602
Pension Plan Contributions$1,762$93$0$1,855
Office Expenses$751$180$0$931
Other Expenses$870$0$0$870
Fees for Services Legal$0$225$0$225
Travel$31$0$0$31
Total Functional Expenses$308,950$16,338$2,602$327,890

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$201,452
Total Expenses per Audited Statements$201,452
Total Expenses per Form 990$201,452
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
West House Inc
EIN
20-5367869
Phone
5703228448
Address
500 WEST THIRD STREET, WILLIAMSPORT, PA 17701

Signing Officer

Name
Kirsten Burkhart
Title
Administrator
Phone
5703228448
Signed
2016-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kirsten Burkhart
Formed
2007
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
12
Volunteers
25

Preparer

Firm
Richard C Lowe Pc
Address
5 SOUTH MAIN ST, MUNCY, PA 17756
Preparer
Richard C Lowe CPA
Phone
5709350172
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Two board of directors are husband and wife.

Pt VI, Line 8A

The Administrator keeps minutes of each board of directors meeting.

Pt VI, Line 11B

The Administrator provided a copy of the tax return to all directors for review and approval prior to submission.

Form 990EZ, Part II, Line 24

Client receivables

Form 990EZ, Part II, Line 24

Loan financing cost

Form 990EZ, Part II, Line 24

Goodwill fees

Form 990EZ, Part II, Line 26

Accounts payable

Form 990EZ, Part II, Line 26

Current portion long-term debt

Form 990EZ, Part II, Line 26

Accrued expenses

Form 990EZ, Part II, Line 26

Long-term debt

Financial Statement Notes

Other

In accordance with ASC NO. 740-10 Income Taxes, that was issued and prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose uncertain tax positions taken on its tax return. The organization believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.

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IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt0680166
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0301732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0139529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051308
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043102
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0680166
IRS990ScheduleA/TotalSupportAmt0682549
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0228156
IRS990ScheduleD/BuildingsGrp/DepreciationAmt071844
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/EquipmentGrp/BookValueAmt02321
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030926
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033247
IRS990ScheduleD/ExpensesSubtotalAmt0201452
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt015824
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt015824
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026205
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017945
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044150
IRS990ScheduleD/RevenueSubtotalAmt0529342
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0In accordance with ASC NO. 740-10 Income Taxes, that was issued and prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose uncertain tax positions taken on its tax return. The organization believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0272506
IRS990ScheduleD/TotalExpensesPerForm990Amt0201452
IRS990ScheduleD/TotalRevenuePerForm990Amt0529342
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0529342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0201452
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two board of directors are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Administrator keeps minutes of each board of directors meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Administrator provided a copy of the tax return to all directors for review and approval prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Client receivables
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Loan financing cost
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Goodwill fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Current portion long-term debt
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accrued expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Long-term debt
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AIDS RESOURCE ALLIANCE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232522649
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HIV/AIDS PRVENTION AND EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0500 WEST THIRD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILLIAMPSORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd017701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0225000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt118096
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0GRANT ASSISTANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV-RESIDENT RENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2N/A
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3N/A
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AIDS RESOURCE ALLIANCE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AIDS RESOURCE ALLIANCE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2AIDS RESOURCE ALLIANCE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3AIDS RESOURCE ALLIANCE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1l
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3o
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05072
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0446688
IRS990/TotalAssetsEOYAmt0551471
IRS990/TotalAssetsGrp/BOYAmt0446688
IRS990/TotalAssetsGrp/EOYAmt0551471
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0301732
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02602
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0308950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0327890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0249508
IRS990/TotalLiabilitiesEOYAmt0152839
IRS990/TotalLiabilitiesGrp/BOYAmt0249508
IRS990/TotalLiabilitiesGrp/EOYAmt0152839
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0197180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0398632
IRS990/TotalProgramServiceExpensesAmt0308950
IRS990/TotalProgramServiceRevenueAmt0224640
IRS990/TotalRevenueGrp/ExclusionAmt01378
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0226232

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$2.69$2.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.04$0.18$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.01$2.82$2.82$2.97$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.16$2.96$2.16$3.14$0.99
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.10$3.95$2.46$3.48$1.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.10$4.96$3.63$3.62$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.06$4.95$4.38$3.42$0.96
2016Detailed filing. Detailed filing data is available for this year.$5.51$1.53$3.99$5.29$3.28$2.01
2015Detailed filing. Detailed filing data is available for this year.$4.47$2.50$1.97$3.86$3.47$0.40
2014Detailed filing. Detailed filing data is available for this year.$4.69$3.11$1.58$3.87$2.94$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$3.29$0.65$2.76
2012Summary only. Only limited summary data is available for this year.$3.95$3.43$0.52$2.77$2.70$0.07
2011Summary only. Only limited summary data is available for this year.$4.05$3.60$0.45$2.87$2.64$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$3.79$0.21$2.72$2.44$0.28