Civic Intelligence

Self-Determination Housing Project of Pennsylvania

990 • Fiscal year 2018 • EIN 23-2951990

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

261 Old York Road No 321AJenkintown, PA 19046

(610) 873-9595

Siviq Scores

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

Liabilities / Assets

78th percentile

0.43x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.06x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

5.5%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$71,073

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$209,089

Up $71,773 (+52%) from 2017

Net Assets

Up

$118,184

Up $80,723 (+215%) from 2017

Liabilities

Down

$90,905

Down $8,950 (-9.0%) from 2017

Revenue

Up

$1,457,810

Up $164,690 (+13%) from 2017

Expenses

Up

$1,377,087

Up $96,948 (+7.6%) from 2017

Net Income

Up

$80,723

Up $67,742 (+522%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $443,927Liabilities 2011: $427,126Net Assets 2011: $16,8012011Assets 2012: $246,226Liabilities 2012: $218,735Net Assets 2012: $27,4912012Assets 2013: $124,390Liabilities 2013: $94,982Net Assets 2013: $29,4082013Assets 2014: $388,358Liabilities 2014: $357,367Net Assets 2014: $30,9912014Assets 2015: $184,247Liabilities 2015: $152,559Net Assets 2015: $31,6882015Assets 2016: $119,001Liabilities 2016: $94,521Net Assets 2016: $24,4802016Assets 2017: $137,316Liabilities 2017: $99,855Net Assets 2017: $37,4612017Assets 2018: $209,089Liabilities 2018: $90,905Net Assets 2018: $118,1842018Assets 2019: $177,871Liabilities 2019: $147,104Net Assets 2019: $30,7672019Assets 2020: $300,894Liabilities 2020: $260,686Net Assets 2020: $40,2082020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$209,089
Liabilities$90,905
Net Assets$118,184

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,060,7132011Expenses 2012: $1,171,5232012Expenses 2013: $966,6992013Revenue 2014: $1,070,597Expenses 2014: $1,069,014Net Income 2014: $1,5832014Revenue 2015: $1,269,453Expenses 2015: $1,268,756Net Income 2015: $6972015Revenue 2016: $1,078,224Expenses 2016: $1,085,432Net Income 2016: -$7,2082016Revenue 2017: $1,293,120Expenses 2017: $1,280,139Net Income 2017: $12,9812017Revenue 2018: $1,457,810Expenses 2018: $1,377,087Net Income 2018: $80,7232018Revenue 2019: $1,055,673Expenses 2019: $1,090,199Net Income 2019: -$34,5262019Revenue 2020: $1,018,697Expenses 2020: $1,009,256Net Income 2020: $9,4412020Revenue 2021: $649,569Expenses 2021: $643,465Net Income 2021: $6,1042021

Highlighted filing

2018

Revenue$1,457,810
Expenses$1,377,087
Net Income$80,723
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$1,457,810
Mission and Program Overview

Mission

Promote self-determination and control in housing forpeople with disabilities in the commonwealth of pennsylvania.

To expand housing options for people with disabilities in pennsylvania

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$92,441$146,573▲ $54,132
Cash and Non-Interest-Bearing Accounts$33,735$55,461▲ $21,726
Savings and Temporary Cash Investments$5,014$5,000▼ $14
Prepaid Expenses and Deferred Charges$4,626$555▼ $4,071
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$137,316$209,089▲ $71,773
Other Assets Total$1,500$1,500→ $0
Liabilities
Accounts Payable and Accrued Expenses$50,399$58,579▲ $8,180
Mortgage Notes Payable Secured by Investment Property-$31,857-
Deferred Revenue$49,456$469▼ $48,987
Total Liabilities$99,855$90,905▼ $8,950
Net Assets / Fund Balance
Unrestricted Net Assets$37,461$118,184▲ $80,723
Total Net Assets Fund Balance$37,461$118,184▲ $80,723
Total Liabilities and Net Assets / Fund Balance$137,316$209,089▲ $71,773

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$15,303$15,303
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gail HoffmanExecutive Director Through 6/30/18FT$71,073$71,073

Board Members and Trustees

NameTitle
Amy NeurohrPresident
Tim WhelanVice President
Bonita LudwigDirector
Joyce SaccoDirector
Tracy BeckDirector Through June 2018
Dave DreznerDirector Through March 2018
Bill CulwellSecretary
Lynn Stewart-kriegerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,443,391
Program Service Revenue
$14,412
Investment Income
$7
Other Revenue
$0
All Other Contributions
$3,320
Change in Net Assets
$80,723

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,457,810
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,457,810
Total Revenue per Form 990
$1,457,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$985,191
Other Expenses$391,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$723,453$20,743-$744,196
Travel$121,064$293-$121,357
Other Employee Benefits$99,325--$99,325
Current Officers, Directors, Trustees, and Key Employees$71,073--$71,073
Payroll Taxes$70,597--$70,597
Fees for Services Accounting$15,795$3,440-$19,235
Office Expenses$14,071$483-$14,554
Occupancy$12,606$1,598-$14,204
Fees for Services Other$12,551--$12,551
Insurance$5,800--$5,800
Other Expenses$2,995$509-$2,995
Advertising$391$475-$866
Interest-$147-$147
Total Functional Expenses$1,349,399$27,688$0$1,377,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,377,087
Total Expenses per Audited Statements$1,377,087
Total Expenses per Form 990$1,377,087
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
No
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, Part VI, Section B, Line 11B

The 990 is reviewed by the board members prior to filing.

Form 990, Part VI, Section B, Line 12C

Employees have an obligation to conduct business in a manner that prevents actual, potential, or the impression of conflicts of interest. Employees should discuss with the executive director any questions or issues about conflicts of interest. Employees are responsible to report any outside interest that conflicts with the interest of sdhp to the executive director. Board of directors are encouraged to discuss any potential issues at regular meetings.

Form 990, Part VI, Section B, Line 15A

The board of directors perform an annual review of the executive director's performance. Annual salary determinations are based on comparable organizations' salaries, employee performance, and available budgeted funds.

Form 990, Part VI, Section C, Line 18

Documents are available upon request.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Self-determination Housing Project
EIN
23-2951990
Phone
6108739595
Address
261 OLD YORK ROAD NO 321A, JENKINTOWN, PA 19046

Signing Officer

Name
Rod Alcidonis Esq
Title
Executive Director
Phone
6108739595
Signed
2019-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rod Alcidonis Esq
Formed
1998
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
20
Volunteers
6

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Linda S Himeback CPA
Phone
6103781175
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

In accordance with generally accepted accounting principles, the foundation accounts for uncertain tax positions relative to unrelated business income, if any, as required.

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01191423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01067646
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06110835
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt097
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt014412
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IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt06110835
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01127261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01191423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01067646
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06110835
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015303
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01457810
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME, IF ANY, AS REQUIRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EMPLOYEES HAVE AN OBLIGATION TO CONDUCT BUSINESS IN A MANNER THAT PREVENTS ACTUAL, POTENTIAL, OR THE IMPRESSION OF CONFLICTS OF INTEREST. EMPLOYEES SHOULD DISCUSS WITH THE EXECUTIVE DIRECTOR ANY QUESTIONS OR ISSUES ABOUT CONFLICTS OF INTEREST. EMPLOYEES ARE RESPONSIBLE TO REPORT ANY OUTSIDE INTEREST THAT CONFLICTS WITH THE INTEREST OF SDHP TO THE EXECUTIVE DIRECTOR. BOARD OF DIRECTORS ARE ENCOURAGED TO DISCUSS ANY POTENTIAL ISSUES AT REGULAR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS PERFORM AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. ANNUAL SALARY DETERMINATIONS ARE BASED ON COMPARABLE ORGANIZATIONS' SALARIES, EMPLOYEE PERFORMANCE, AND AVAILABLE BUDGETED FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01349399
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt090905
IRS990/TotalLiabilitiesGrp/BOYAmt099855
IRS990/TotalLiabilitiesGrp/EOYAmt090905
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0118184
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt014412
IRS990/TotalReportableCompFromOrgAmt071073
IRS990/TotalRevenueGrp/ExclusionAmt07
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01457810
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0209089
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0293
IRS990/TravelGrp/ProgramServicesAmt0121064
IRS990/TravelGrp/TotalAmt0121357
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt037461
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0118184
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0261 OLD YORK ROAD NO 321A
IRS990/USAddress/CityNm0JENKINTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019046
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SDHP.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROD ALCIDONIS ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06108739595
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SELF-DETERMINATION HOUSING PROJECT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF PENNSYLVANIA
ReturnHeader/Filer/BusinessNameControlTxt0SELF
ReturnHeader/Filer/EIN0232951990
ReturnHeader/Filer/PhoneNum06108739595
ReturnHeader/Filer/USAddress/AddressLine1Txt0261 OLD YORK ROAD NO 321A
ReturnHeader/Filer/USAddress/CityNm0JENKINTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019046
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B35D9016885051C6152DD785D7954D442EAEB026
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B35D9016885051C6152DD785D7954D442EAEB026
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.76.170.113
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:31:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232415973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERBEIN COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02763 CENTURY BOULEVARD

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