Civic Intelligence

World Technology Evaluation Center Inc

990 • Fiscal year 2013 • EIN 23-3057650

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 22, 2014

Organization ProfileWWW.WTEC.ORG

View Organization Page

1653 Lititz Pike 41717601

(717) 299-7130

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.08x

Higher debt load relative to assets than 93% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.21x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

32nd percentile

-3.0%

Higher net margin than 32% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

92nd percentile

$223,828

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

90th percentile

41%

Faster asset growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$559,722

Up $162,887 (+41%) from 2012

Net Assets

Down

-$42,847

Down $49,704 (-725%) from 2012

Liabilities

Up

$602,569

Up $212,591 (+55%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

$2,878,700

No earlier filing loaded for comparison.

Expenses

Down

$2,964,437

Down $103,062 (-3.4%) from 2012

Net Income

-$85,737

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $199,500Liabilities 2010: $275,960Net Assets 2010: -$76,4602010Assets 2011: $453,977Liabilities 2011: $318,942Net Assets 2011: $135,0352011Assets 2012: $396,835Liabilities 2012: $389,978Net Assets 2012: $6,8572012Assets 2013: $559,722Liabilities 2013: $602,569Net Assets 2013: -$42,8472013Assets 2014: $604,634Liabilities 2014: $568,686Net Assets 2014: $35,9482014Assets 2015: $633,378Liabilities 2015: $565,230Net Assets 2015: $68,1482015Assets 2016: $476,616Liabilities 2016: $483,233Net Assets 2016: -$6,6172016Assets 2017: $41,294Liabilities 2017: $50,716Net Assets 2017: -$9,4222017Assets 2018: $16,064Liabilities 2018: $10,476Net Assets 2018: $5,5882018

Highlighted filing

2013

Assets$559,722
Liabilities$602,569
Net Assets-$42,847
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,753,2082010Expenses 2011: $2,516,2092011Expenses 2012: $3,067,4992012Revenue 2013: $2,878,700Expenses 2013: $2,964,437Net Income 2013: -$85,7372013Revenue 2014: $2,853,784Expenses 2014: $2,744,509Net Income 2014: $109,2752014Revenue 2015: $2,584,191Expenses 2015: $2,551,991Net Income 2015: $32,2002015Revenue 2016: $2,119,764Expenses 2016: $2,194,529Net Income 2016: -$74,7652016Revenue 2017: $1,422,658Expenses 2017: $1,425,463Net Income 2017: -$2,8052017Revenue 2018: $41,093Expenses 2018: $26,083Net Income 2018: $15,0102018

Highlighted filing

2013

Revenue$2,878,700
Expenses$2,964,437
Net Income-$85,737
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 22, 2014
Return Version
2013v3.1
Gross Receipts
$2,878,700
Mission and Program Overview

Mission

Wtec provides scientific and technical research for federal government clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$276,695$385,193▲ $108,498
Cash and Non-Interest-Bearing Accounts$98,418$60,999▼ $37,419
Investments Other Securities$4,285$20,772▲ $16,487
Savings and Temporary Cash Investments$3,899$5,593▲ $1,694
Prepaid Expenses and Deferred Charges$2,000--
Land, Buildings, and Equipment, Net$1,502$502▼ $1,000
Total Assets$396,835$559,722▲ $162,887
Other Assets Total$10,036$86,663▲ $76,627
Liabilities
Other Liabilities$205,008$352,797▲ $147,789
Accounts Payable and Accrued Expenses$184,970$249,772▲ $64,802
Total Liabilities$389,978$602,569▲ $212,591
Net Assets / Fund Balance
Unrestricted Net Assets$6,857$-42,847▼ $49,704
Total Net Assets Fund Balance$6,857$-42,847▼ $49,704
Total Liabilities and Net Assets / Fund Balance$396,835$559,722▲ $162,887

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$46,139$46,139
Other Land Buildings$502$9,498$10,000
Other Assets Org$10,849--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert D SheltonPresidentFT$209,109$14,719$223,828
Geoffrey HoldridgeEmployeeFT$179,036$6,486$184,399
Michael E KileyEmployeeFT$156,396$4,692$162,211
Frank HubandVice Pres.PT$80,658$23,582$104,240
Christopher McgeeDirector of FinaFT$50,866$8,835$59,701
De SheltonSecretary-$1,000-$1,000
Art RiehlBoard Member-$1,000-$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,855,864
Program Service Revenue
$0
Investment Income
$49
Other Revenue
$22,787
All Other Contributions
$130,905
Change in Net Assets
$-85,737

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,878,700
Total Revenue per Audited Statements
$2,878,700
Total Revenue per Form 990
$2,878,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,872,856
Salaries, Compensation, and Employee Benefits$1,091,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,262,634$81,426-$1,344,060
Other Salaries and Wages$370,206$143,167-$513,373
Travel$244,800$35,880-$280,680
Current Officers, Directors, Trustees, and Key Employees$187,182$72,793-$259,975
Other Employee Benefits$160,375$62,697-$223,072
Occupancy$10,863$53,090-$63,953
Payroll Taxes$39,792$15,107-$54,899
Office Expenses$17,360$33,480-$50,840
Fees for Services Accounting-$48,833-$48,833
Conferences and Meetings$41,748$3,934-$45,682
Pension Plan Contributions$29,198$11,064-$40,262
Information Technology$674$8,404-$9,078
Interest-$8,700-$8,700
Insurance-$6,545-$6,545
Depreciation Depletion-$1,000-$1,000
Other Expenses$110$679-$679
All Other Expenses-$596-$596
Total Functional Expenses$2,365,026$599,411$0$2,964,437

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,964,437
Total Expenses per Form 990$2,964,437
Total Expenses per Audited Statements$2,928,404
Expenses Not Reported on Form 990$-36,033
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$185,442
Due to Affiliates$114,118
Payroll Liabilities$33,558
Accrued Compensation$16,679
Due to Related Parties$3,000
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
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 2

“Dr robert shelton d.e. Shelton president secretary father/son”

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

“The cpa preparing form 990 sends a draft copy to the executive director who in turn makes it available to the board of directors.”

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

“The organization monitors and enforces compliance with conflict of interest policy by the use of questionaires to the board of directors and their employees.”

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

“The compensation of the president is determined by the board of directors. To help determine the presidents salary the board uses comparable data of ceo's of similar organizations providing research services to the federal government in the area.”

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

“The president determines the compensation of all employees.”

Form 990, Page 6, Part VI, Line 19

“The organizations governing documents, financial statements and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-3057650
Phone
7172997130

Signing Officer

Name
Dr Robert D Shelton
Title
President
Phone
7172997130
Signed
2014-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R D Shelton
Formed
2000
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
9

Preparer

Preparer
John D Murr CPA
Phone
7172994563
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants 669,132 81,426 0 sub-awards 590,502 0 0 directors fees 3,000 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has adopted the provisions of the fasb asc topic relating to accounting for uncertainty in income taxes. The organization recognizes the benefits or liabilities associated with a tax position during the period which, based on available evidence, management believes it is more likely than not that the position will be upheld upon examination. Tax positions that are other than routine business transactions are reevaluated annually. Generally, the statute of limitations for filing returns is three years from the date of filing. Management is not aware of any uncertain tax positions taken by the organization.”

Schedule D, Page 4, Part XIII

“A prior period adjustment was made during 2013 to correct prior year revenues recorded in the current year and to correct prior year entries in accounts receivable and accounts payable.”

Raw XML AppendixShowing 400 of 509 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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3ACCRUED COMPENSATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4DUE TO RELATED PARTIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC TOPIC RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZES THE BENEFITS OR LIABILITIES ASSOCIATED WITH A TAX POSITION DURING THE PERIOD WHICH, BASED ON AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE UPHELD UPON EXAMINATION. TAX POSITIONS THAT ARE OTHER THAN ROUTINE BUSINESS TRANSACTIONS ARE REEVALUATED ANNUALLY. GENERALLY, THE STATUTE OF LIMITATIONS FOR FILING RETURNS IS THREE YEARS FROM THE DATE OF FILING. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1A PRIOR PERIOD ADJUSTMENT WAS MADE DURING 2013 TO CORRECT PRIOR YEAR REVENUES RECORDED IN THE CURRENT YEAR AND TO CORRECT PRIOR YEAR ENTRIES IN ACCOUNTS RECEIVABLE AND ACCOUNTS PAYABLE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT D SHELTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GEOFFREY HOLDRIDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL E KILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR ROBERT SHELTON D.E. SHELTON PRESIDENT SECRETARY FATHER/SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CPA PREPARING FORM 990 SENDS A DRAFT COPY TO THE EXECUTIVE DIRECTOR WHO IN TURN MAKES IT AVAILABLE TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH CONFLICT OF INTEREST POLICY BY THE USE OF QUESTIONAIRES TO THE BOARD OF DIRECTORS AND THEIR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY THE BOARD OF DIRECTORS. TO HELP DETERMINE THE PRESIDENTS SALARY THE BOARD USES COMPARABLE DATA OF CEO'S OF SIMILAR ORGANIZATIONS PROVIDING RESEARCH SERVICES TO THE FEDERAL GOVERNMENT IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT DETERMINES THE COMPENSATION OF ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONSULTANTS 669,132 81,426 0 SUB-AWARDS 590,502 0 0 DIRECTORS FEES 3,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$559,722
Liabilities
$602,569
Net assets
-$42,847
Revenue
$2,878,700
Expenses
$2,964,437
Net income
-$85,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.01$0.04$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.05$0.01$1.42$1.43$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.01$2.12$2.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.57$0.07$2.58$2.55$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.57$0.04$2.85$2.74$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.60$0.04$2.88$2.96$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.39$0.01$3.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.32$0.14$2.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.28$0.08$2.75