Civic Intelligence

Harwood House

990 • Fiscal year 2020 • EIN 23-2124666

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 14, 2021

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

38th percentile

0.04x

Higher debt load relative to assets than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

28th percentile

-5.3%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$116,929

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-14%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-3.9%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$511,925

Down $83,563 (-14%) from 2019

Net Assets

Down

$490,731

Down $88,214 (-15%) from 2019

Liabilities

Up

$21,194

Up $4,651 (+28%) from 2019

Revenue

Down

$1,212,822

Down $49,464 (-3.9%) from 2019

Expenses

Down

$1,277,541

Down $125,694 (-9.0%) from 2019

Net Income

Up

-$64,719

Up $76,230 (+54%) from 2019

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

2020

Assets$511,925
Liabilities$21,194
Net Assets$490,731

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

2020

Revenue$1,212,822
Expenses$1,277,541
Net Income-$64,719
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 14, 2021
Return Version
2019v5.0
Gross Receipts
$1,277,116
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$374,758$352,304▼ $22,454
Accounts Receivable$107,225$80,829▼ $26,396
Land, Buildings, and Equipment, Net$49,291$38,077▼ $11,214
Cash and Non-Interest-Bearing Accounts$51,469$31,503▼ $19,966
Savings and Temporary Cash Investments$8,761$5,550▼ $3,211
Prepaid Expenses and Deferred Charges$3,984$3,662▼ $322
Total Assets$595,488$511,925▼ $83,563
Liabilities
Accounts Payable and Accrued Expenses$16,543$21,194▲ $4,651
Total Liabilities$16,543$21,194▲ $4,651
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$578,945$490,731▼ $88,214
Total Net Assets Fund Balance$578,945$490,731▼ $88,214
Total Liabilities and Net Assets / Fund Balance$595,488$511,925▼ $83,563

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$23,871$129,644$153,515
Equipment$14,206$126,923$141,129
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy a DouglasExecutive DiFT$101,404$15,525$116,929

Board Members and Trustees

NameTitle
Theresa ClarkPresident
Shelly PattonBoard Member
Stella ThompsonSecretary
Troy StricklandTreasurer
Lindsay PalmerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,006
Program Service Revenue
$1,190,140
Investment Income
$20,676
Other Revenue
$0
All Other Contributions
$2,006
Change in Net Assets
$-64,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,209,744
Revenue Not Reported on Financial Statements
$3,078
Revenue Not Reported on Form 990
$-23,495
Total Revenue per Audited Statements
$1,186,249
Total Revenue per Form 990
$1,212,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$823,437
Other Expenses$454,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$536,785$33,041-$569,826
Occupancy$122,448$7,816-$130,264
Current Officers, Directors, Trustees, and Key Employees$12,111$108,996-$121,107
Other Employee Benefits$71,908$3,584-$75,492
Payroll Taxes$46,180$10,832-$57,012
Fees for Services Other$23,899$15,597-$39,496
All Other Expenses$35,277$2,990-$38,267
Insurance$26,444$6,203-$32,647
Office Expenses$17,641$4,138-$21,779
Other Expenses$17,565$1,121-$18,686
Fees for Services Accounting$2,500$10,000-$12,500
Depreciation Depletion$10,541$673-$11,214
Fees for Service Investment Mgmnt Fees-$3,078-$3,078
Total Functional Expenses$1,068,166$209,375$0$1,277,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,277,541
Expenses per Audited Statements$1,274,463
Total Expenses per Audited Statements$1,274,463
Expenses Not Reported on Financial Statements$3,078
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 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
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

There are no formal committees outside the board of directors.

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 to the public 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
2021-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Clark
Formed
1975
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
39

Preparer

Firm
O'HARA WARD & ASSOCIATES
Address
1036 MILL CREEK DR, FEASTERVILLE, PA 19053
Preparer
Charles Ward
Phone
2153225558
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06295
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0108087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017351
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016512
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010705
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt074216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01190140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01201475
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01154225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01162639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01107714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05816193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017351
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016512
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010705
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt074216
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/PublicSupportCY509Pct00.98760
IRS990ScheduleA/PublicSupportPY509Pct00.98880
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01168934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01114271
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01181863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01124976
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt014206
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141129
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03078
IRS990ScheduleD/ExpensesSubtotalAmt01274463
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03078
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03078
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt023871
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0129644
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0153515
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-23495
IRS990ScheduleD/RevenueNotReportedAmt0-23495
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03078
IRS990ScheduleD/RevenueSubtotalAmt01209744
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038077
IRS990ScheduleD/TotalExpensesPerForm990Amt01277541
IRS990ScheduleD/TotalRevenuePerForm990Amt01212822
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01186249
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01274463
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO FORMAL COMMITTEES OUTSIDE THE BOARD OF DIRECTORS.
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 TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0595488
IRS990/TotalAssetsEOYAmt0511925
IRS990/TotalAssetsGrp/BOYAmt0595488
IRS990/TotalAssetsGrp/EOYAmt0511925
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02006
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0209375
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01068166
IRS990/TotalFunctionalExpensesGrp/TotalAmt01277541
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016543
IRS990/TotalLiabilitiesEOYAmt021194
IRS990/TotalLiabilitiesGrp/BOYAmt016543
IRS990/TotalLiabilitiesGrp/EOYAmt021194
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0578945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0490731
IRS990/TotalOtherCompensationAmt015525
IRS990/TotalProgramServiceExpensesAmt01068166
IRS990/TotalProgramServiceRevenueAmt01190140
IRS990/TotalReportableCompFromOrgAmt0101404
IRS990/TotalRevenueGrp/ExclusionAmt016719
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01194097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01212822
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0511925
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09200 WEST CHESTER PIKE
IRS990/USAddress/CityNm0UPPER DARBY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019082
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.HARWOODHOUSE.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108533440
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARWOOD HOUSE
ReturnHeader/Filer/BusinessNameControlTxt0HARW
ReturnHeader/Filer/EIN0232124666
ReturnHeader/Filer/PhoneNum06108533440
ReturnHeader/Filer/USAddress/AddressLine1Txt09200 WEST CHESTER PIKE
ReturnHeader/Filer/USAddress/CityNm0UPPER DARBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019082
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232706776
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'HARA WARD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01036 MILL CREEK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FEASTERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019053
ReturnHeader/PreparerPersonGrp/PhoneNum02153225558
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES WARD
ReturnHeader/ReturnTs02021-01-22T14:18:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01

Document Assets

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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