Civic Intelligence

Harwood House

990 • Fiscal year 2017 • EIN 23-2124666

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 06, 2017

9200 West Chester PikeUpper Darby, PA 19082

(610) 853-3440

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$111,200

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

87th percentile

34%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$673,328

Up $169,735 (+34%) from 2016

Net Assets

Up

$660,472

Up $169,379 (+34%) from 2016

Liabilities

Up

$12,856

Up $356 (+2.8%) from 2016

Revenue

Up

$1,270,996

Up $145,350 (+13%) from 2016

Expenses

Down

$1,118,548

Down $2,989 (-0.3%) from 2016

Net Income

Up

$152,448

Up $148,339 (+3610%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $232,202Liabilities 2011: $26,755Net Assets 2011: $205,4472011Assets 2012: $340,930Liabilities 2012: $11,549Net Assets 2012: $329,3812012Assets 2013: $411,840Liabilities 2013: $10,500Net Assets 2013: $401,3402013Assets 2014: $468,899Liabilities 2014: $10,800Net Assets 2014: $458,0992014Assets 2015: $505,098Liabilities 2015: $10,900Net Assets 2015: $494,1982015Assets 2016: $503,593Liabilities 2016: $12,500Net Assets 2016: $491,0932016Assets 2017: $673,328Liabilities 2017: $12,856Net Assets 2017: $660,4722017Assets 2018: $728,357Liabilities 2018: $12,500Net Assets 2018: $715,8572018Assets 2019: $595,488Liabilities 2019: $16,543Net Assets 2019: $578,9452019Assets 2020: $511,925Liabilities 2020: $21,194Net Assets 2020: $490,7312020Assets 2021: $690,665Liabilities 2021: $24,437Net Assets 2021: $666,2282021Assets 2022: $757,917Liabilities 2022: $26,667Net Assets 2022: $731,2502022Assets 2023: $952,490Liabilities 2023: $109,977Net Assets 2023: $842,5132023Assets 2024: $1,600,196Liabilities 2024: $626,992Net Assets 2024: $973,2042024Assets 2025: $1,426,006Liabilities 2025: $502,722Net Assets 2025: $923,2842025

Highlighted filing

2017

Assets$673,328
Liabilities$12,856
Net Assets$660,472

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $968,028Expenses 2011: $857,154Net Income 2011: $110,8742011Revenue 2012: $980,533Expenses 2012: $856,599Net Income 2012: $123,9342012Revenue 2013: $1,025,665Expenses 2013: $953,706Net Income 2013: $71,9592013Revenue 2014: $1,067,773Expenses 2014: $1,023,965Net Income 2014: $43,8082014Revenue 2015: $1,108,426Expenses 2015: $1,064,404Net Income 2015: $44,0222015Revenue 2016: $1,125,646Expenses 2016: $1,121,537Net Income 2016: $4,1092016Revenue 2017: $1,270,996Expenses 2017: $1,118,548Net Income 2017: $152,4482017Revenue 2018: $1,235,780Expenses 2018: $1,182,065Net Income 2018: $53,7152018Revenue 2019: $1,262,286Expenses 2019: $1,403,235Net Income 2019: -$140,9492019Revenue 2020: $1,212,822Expenses 2020: $1,277,541Net Income 2020: -$64,7192020Revenue 2021: $1,399,063Expenses 2021: $1,311,980Net Income 2021: $87,0832021Revenue 2022: $1,660,858Expenses 2022: $1,467,820Net Income 2022: $193,0382022Revenue 2023: $1,796,525Expenses 2023: $1,687,012Net Income 2023: $109,5132023Revenue 2024: $1,944,100Expenses 2024: $1,828,772Net Income 2024: $115,3282024Revenue 2025: $1,855,196Expenses 2025: $1,925,771Net Income 2025: -$70,5752025

Highlighted filing

2017

Revenue$1,270,996
Expenses$1,118,548
Net Income$152,448
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Gross Receipts
$1,351,114
Mission and Program Overview

Mission

To provide non-hospital, in-patient treatment to adult men and women recovering from drug and alcohol dependence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$301,737$357,149▲ $55,412
Accounts Receivable$103,796$111,030▲ $7,234
Land, Buildings, and Equipment, Net$42,883$98,706▲ $55,823
Cash and Non-Interest-Bearing Accounts$46,517$76,537▲ $30,020
Savings and Temporary Cash Investments$5,362$17,852▲ $12,490
Prepaid Expenses and Deferred Charges$3,298$12,054▲ $8,756
Total Assets$503,593$673,328▲ $169,735
Liabilities
Accounts Payable and Accrued Expenses$12,500$12,856▲ $356
Total Liabilities$12,500$12,856▲ $356
Net Assets / Fund Balance
Unrestricted Net Assets$491,093$660,472▲ $169,379
Total Net Assets Fund Balance$491,093$660,472▲ $169,379
Total Liabilities and Net Assets / Fund Balance$503,593$673,328▲ $169,735

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$84,112$104,674$188,786
Equipment$14,594$109,954$124,548
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy a DouglasExecutive DiFT$86,193$25,007$111,200

Board Members and Trustees

NameTitle
Theresa ClarkPresident
Al PerryBoard Member
Paul CarrBoard Member
Roger Thomas MalseedBoard Member
Stella ThompsonRecording Se
Lindsay Palmer EsqSecretary
Troy StricklandTreasurer
Richelle GunterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$89,799
Program Service Revenue
$1,162,639
Investment Income
$18,558
Other Revenue
$0
All Other Contributions
$6,295
Change in Net Assets
$152,448

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,270,996
Revenue Not Reported on Form 990
$16,931
Total Revenue per Audited Statements
$1,287,927
Total Revenue per Form 990
$1,270,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$687,501
Other Expenses$431,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$363,443$95,413-$458,856
Occupancy$111,317$7,105-$118,422
Current Officers, Directors, Trustees, and Key Employees$106,335$11,815-$118,150
Other Employee Benefits$48,152$14,261-$62,413
Payroll Taxes$38,946$9,136-$48,082
All Other Expenses$35,080$2,523-$37,603
Insurance$28,672$6,294-$34,966
Fees for Services Other$22,762$11,050-$33,812
Office Expenses$24,127$4,596-$28,723
Depreciation Depletion$27,495--$27,495
Other Expenses$13,618$2,594-$16,212
Fees for Services Accounting$2,500$10,000-$12,500
Total Functional Expenses$941,291$177,257$0$1,118,548

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,118,548
Total Expenses per Audited Statements$1,118,548
Total Expenses per Form 990$1,118,548
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
Yes
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
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

No committees act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board before it is filed.

Form 990, Page 6, Part VI, Line 15A

Salary is board approved.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request

Filing and Contact Details

Filer

Filer Name
Harwood House
EIN
23-2124666
Phone
6108533440
Address
9200 WEST CHESTER PIKE, UPPER DARBY, PA 19082

Signing Officer

Name
Theresa Clark
Title
President
Phone
6108533440
Signed
2017-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Clark
Formed
1975
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
33

Preparer

Firm
O'HARA WARD & ASSOCIATES
Address
1036 MILL CREEK DR, FEASTERVILLE, PA 19053
Preparer
Charles J Ward
Phone
2153225558
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY IS BOARD APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0491093
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09200 WEST CHESTER PIKE
IRS990/USAddress/CityNm0UPPER DARBY
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IRS990/USAddress/ZIPCd019082
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IRS990/WebsiteAddressTxt0WWW.HARWOODHOUSE.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.50$0.92$1.86$1.93$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.63$0.97$1.94$1.83$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.11$0.84$1.80$1.69$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.03$0.73$1.66$1.47$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.02$0.67$1.40$1.31$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$1.21$1.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.26$1.40$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.72$1.24$1.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$1.27$1.12$0.15
2016Summary only. Only limited summary data is available for this year.$0.50$0.01$0.49$1.13$1.12$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.49$1.11$1.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$1.07$1.02$0.04
2013Summary only. Only limited summary data is available for this year.$0.41$0.01$0.40$1.03$0.95$0.07
2012Summary only. Only limited summary data is available for this year.$0.34$0.01$0.33$0.98$0.86$0.12
2011Summary only. Only limited summary data is available for this year.$0.23$0.03$0.21$0.97$0.86$0.11