Civic Intelligence

Octoraro Watershed Association Inc.

990 • Fiscal year 2017 • EIN 23-2639890

May 01, 2016 to Apr 30, 2017 • Filed on Sep 11, 2017

517 Pine Grove RoadNottingham, PA 19362

(717) 529-2132

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$102,511

Up $17,918 (+21%) from 2016

Net Assets

Up

$102,511

Up $17,918 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$49,392

Down $55,367 (-53%) from 2016

Expenses

Down

$38,636

Down $15,135 (-28%) from 2016

Net Income

Down

$10,756

Down $40,232 (-79%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $27,438Liabilities 2012: $0Net Assets 2012: $27,4382012Assets 2013: $42,758Liabilities 2013: $0Net Assets 2013: $42,7582013Assets 2014: $53,857Liabilities 2014: $0Net Assets 2014: $53,8572014Assets 2015: $30,496Liabilities 2015: $0Net Assets 2015: $30,4962015Assets 2016: $84,593Liabilities 2016: $0Net Assets 2016: $84,5932016Assets 2017: $102,511Liabilities 2017: $0Net Assets 2017: $102,5112017Assets 2018: $111,456Liabilities 2018: $0Net Assets 2018: $111,4562018Assets 2019: $126,983Liabilities 2019: $0Net Assets 2019: $126,9832019Assets 2020: $125,380Liabilities 2020: $0Net Assets 2020: $125,3802020Assets 2021: $164,069Liabilities 2021: $0Net Assets 2021: $164,0692021Assets 2022: $154,361Liabilities 2022: $0Net Assets 2022: $154,3612022Assets 2023: $137,393Liabilities 2023: $0Net Assets 2023: $137,3932023Assets 2024: $158,588Liabilities 2024: $0Net Assets 2024: $158,5882024Assets 2025: $174,850Liabilities 2025: $0Net Assets 2025: $174,8502025

Highlighted filing

2017

Assets$102,511
Liabilities$0
Net Assets$102,511

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $80,847Expenses 2012: $124,189Net Income 2012: -$43,3422012Expenses 2013: $79,2172013Revenue 2014: $77,476Expenses 2014: $66,377Net Income 2014: $11,0992014Revenue 2015: $41,575Expenses 2015: $59,068Net Income 2015: -$17,4932015Revenue 2016: $104,759Expenses 2016: $53,771Net Income 2016: $50,9882016Revenue 2017: $49,392Expenses 2017: $38,636Net Income 2017: $10,7562017Revenue 2018: $41,163Expenses 2018: $36,603Net Income 2018: $4,5602018Revenue 2019: $45,825Expenses 2019: $34,279Net Income 2019: $11,5462019Revenue 2020: $19,452Expenses 2020: $17,702Net Income 2020: $1,7502020Revenue 2021: $25,862Expenses 2021: $19,701Net Income 2021: $6,1612021Revenue 2022: $41,219Expenses 2022: $40,933Net Income 2022: $2862022Revenue 2023: $49,737Expenses 2023: $64,829Net Income 2023: -$15,0922023Revenue 2024: $36,503Expenses 2024: $25,934Net Income 2024: $10,5692024Revenue 2025: $31,821Expenses 2025: $20,846Net Income 2025: $10,9752025

Highlighted filing

2017

Revenue$49,392
Expenses$38,636
Net Income$10,756
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Sep 11, 2017
Return Version
2016v3.0
Gross Receipts
$49,392
Mission and Program Overview

Mission

Protection and conservation of octoraro watershed

Protection - conservation - octoraro watershed

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$68,887$76,909▲ $8,022
Cash and Non-Interest-Bearing Accounts$15,706$25,602▲ $9,896
Total Assets$84,593$102,511▲ $17,918
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$82,101$94,524▲ $12,423
Temporarily Rstr Net Assets$2,492$7,987▲ $5,495
Total Net Assets Fund Balance$84,593$102,511▲ $17,918
Total Liabilities and Net Assets / Fund Balance$84,593$102,511▲ $17,918
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anders AlfeltPresident
Arba HenryDirector
Axel LindeDirector
Frank HumbertDirector
Patrick FasanoDirector
Zack StepanDirector
Rupert RossettiSecretary
Matt KehoeTreasurer
Linda SwankVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$47,796
Program Service Revenue
$0
Investment Income
$1,596
Other Revenue
$0
All Other Contributions
$44,206
Change in Net Assets
$10,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,636
Total Fundraising Expense$3,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$1,632-$1,632
Insurance-$1,500-$1,500
Office Expenses-$719$514$1,233
Other Expenses$150$2,683$2,495$150
Total Functional Expenses$29,093$6,534$3,009$38,636
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
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 6

Members that pay membership dues.

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

The form 990 is presented to the board for review before filing.

Form 990, Page 6, Part VI, Line 12C

The policy is reviewed at board meetings.

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

Rate determined by board based on work performed and hours of service.

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

Rate determined by board based on work performed and hours of service.

Form 990, Page 6, Part VI, Line 19

The organization makes its documents available upon request.

Filing and Contact Details

Filer

Filer Name
Octoraro Watershed Association
EIN
23-2639890
Phone
7175292132
Address
517 PINE GROVE ROAD, NOTTINGHAM, PA 19362

Signing Officer

Name
Matt Kehoe
Title
Treasurer
Phone
7175292132
Signed
2017-09-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anders Alfelt
Formed
1967
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Hostetter & Hostetter CPA
Address
40 FRIENDLY DRIVE, QUARRYVILLE, PA 17566
Preparer
Robert a Hostetter CPA
Phone
7172842468
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RATE DETERMINED BY BOARD BASED ON WORK PERFORMED AND HOURS OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RATE DETERMINED BY BOARD BASED ON WORK PERFORMED AND HOURS OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
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IRS990/TotalAssetsGrp/EOYAmt0102511
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047796
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03009
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06534
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029093
IRS990/TotalFunctionalExpensesGrp/TotalAmt038636
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt084593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0102511
IRS990/TotalProgramServiceExpensesAmt029093
IRS990/TotalRevenueGrp/ExclusionAmt01596
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049392
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt084593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0102511
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt082101
IRS990/UnrestrictedNetAssetsGrp/EOYAmt094524
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0517 PINE GROVE ROAD
IRS990/USAddress/CityNm0NOTTINGHAM
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019362
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.THEOWA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT KEHOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07175292132
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCTORARO WATERSHED ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OCTO
ReturnHeader/Filer/EIN0232639890
ReturnHeader/Filer/PhoneNum07175292132
ReturnHeader/Filer/USAddress/AddressLine1Txt0517 PINE GROVE ROAD
ReturnHeader/Filer/USAddress/CityNm0NOTTINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D8C7F903B922F4AC8EC796E98445157B67CCE9E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D6796EE26EA59D90683E9F8413F4754D2547C4D7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201861481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOSTETTER & HOSTETTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 FRIENDLY DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUARRYVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017566
ReturnHeader/PreparerPersonGrp/PhoneNum07172842468
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HOSTETTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-11T15:59:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

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.$1.75$0.00$1.75$0.32$0.21$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.37$0.26$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.50$0.65$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.41$0.41$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.26$0.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.19$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.46$0.34$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.41$0.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.49$0.39$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.05$0.54$0.51
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.42$0.59$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.77$0.66$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.79
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$0.81$1.24$0.43