Civic Intelligence

World Technology Evaluation Center Inc

990 • Fiscal year 2015 • EIN 23-3057650

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileWWW.WTEC.ORG

View Organization Page

1653 Lititz Pike 417Lancaster, PA 17601

(717) 299-7130

Siviq Scores

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

Liabilities / Assets

89th percentile

0.89x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.22x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

45th percentile

1.2%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$206,070

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.8%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-9.4%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$633,378

Up $28,744 (+4.8%) from 2014

Net Assets

Up

$68,148

Up $32,200 (+90%) from 2014

Liabilities

Down

$565,230

Down $3,456 (-0.6%) from 2014

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin45th percentile

Revenue

Down

$2,584,191

Down $269,593 (-9.4%) from 2014

Expenses

Down

$2,551,991

Down $192,518 (-7.0%) from 2014

Net Income

Down

$32,200

Down $77,075 (-71%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2015

Assets$633,378
Liabilities$565,230
Net Assets$68,148
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

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

2015

Revenue$2,584,191
Expenses$2,551,991
Net Income$32,200
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$2,584,191
Mission and Program Overview

Mission

Wtec provides scientific and technical research for federal government clients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$346,025$215,018▼ $131,007
Cash and Non-Interest-Bearing Accounts$54,970$94,374▲ $39,404
Savings and Temporary Cash Investments$5,350$44,591▲ $39,241
Investments Other Securities$37,712$34,894▼ $2,818
Prepaid Expenses and Deferred Charges$20,603$4,807▼ $15,796
Land, Buildings, and Equipment, Net$2--
Total Assets$604,634$633,378▲ $28,744
Other Assets Total$139,972$239,694▲ $99,722
Liabilities
Other Liabilities$498,860$520,425▲ $21,565
Accounts Payable and Accrued Expenses$69,826$44,805▼ $25,021
Total Liabilities$568,686$565,230▼ $3,456
Net Assets / Fund Balance
Unrestricted Net Assets$35,948$68,148▲ $32,200
Total Net Assets Fund Balance$35,948$68,148▲ $32,200
Total Liabilities and Net Assets / Fund Balance$604,634$633,378▲ $28,744

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$46,139$46,139
Other Assets Org$5,071--
Closely Held Equity Interests$34,894--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Geoffrey HoldridgeEmployeeFT$200,076$5,994$206,070
Robert D SheltonPresidentPT$173,630$5,140$178,770
Michael E KileyEmployeeFT$168,493$5,055$173,548
Christopher McgeeDirector of FinaFT$59,352$9,600$68,952
Frank HubandVice Pres.PT$1,000-$1,000
De SheltonSecretary-$1,000-$1,000
Art RiehlBoard Member-$1,000-$1,000
Thomas G CleaverBoard Member-$1,000-$1,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,474,506
Program Service Revenue
$0
Investment Income
$164
Other Revenue
$109,521
All Other Contributions
$43,471
Change in Net Assets
$32,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,584,191
Total Revenue per Audited Statements
$2,584,191
Total Revenue per Form 990
$2,584,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,531,152
Salaries, Compensation, and Employee Benefits$1,020,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,053,564$85,714-$1,139,278
Other Salaries and Wages$356,026$116,751-$472,777
Current Officers, Directors, Trustees, and Key Employees$177,778$59,246-$237,024
Other Employee Benefits$161,229$53,525-$214,754
Travel$183,269$28,516-$211,785
Payroll Taxes$42,308$13,036-$55,344
Conferences and Meetings$46,357$365-$46,722
Occupancy-$41,204-$41,204
Pension Plan Contributions$30,705$10,235-$40,940
Office Expenses$24,592$7,649-$32,241
Fees for Services Accounting-$23,235-$23,235
Information Technology$7,984$6,000-$13,984
Insurance-$4,273-$4,273
Interest-$3,343-$3,343
Other Expenses$161$390-$390
All Other Expenses-$388-$388
Depreciation Depletion$2--$2
Total Functional Expenses$2,084,925$467,066$0$2,551,991

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,551,991
Total Expenses per Audited Statements$2,551,991
Total Expenses per Form 990$2,551,991
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
Due to Affiliates$468,949
Payroll Liabilities$28,486
Accrued Compensation$22,948
Line of Credit$42
Due to Related Parties-
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

Filer Name
World Technology Evaluation
EIN
23-3057650
Phone
7172997130
Address
1653 LITITZ PIKE 417, LANCASTER, PA 17601
Doing Business As
Wtec

Signing Officer

Name
Robert D Shelton
Title
President
Phone
4104679832
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert D Shelton
Formed
2000
Legal Domicile
De
Voting Board Members
5
Independent Board Members
3
Employees
8

Preparer

Firm
Sager Swisher & Company Llp
Address
619 WEST CHESTNUT STREET, LANCASTER, PA 17603
Preparer
John D Murr CPA
Phone
7172994563
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants 152,358 68,797 0 sub-awards 901,206 12,917 0 directors fees 0 4,000 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.”

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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0263
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0764
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0109616
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IRS990ScheduleA/PublicSupportPY170Pct00.99850
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IRS990ScheduleA/TotalSupportAmt013656472
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt015940
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt03487
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt019427
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15071
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0468949
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt128486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt222948
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt342
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED COMPENSATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3LINE OF CREDIT
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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalBookValueSecuritiesAmt034894
IRS990ScheduleD/TotalExpensesPerForm990Amt02551991
IRS990ScheduleD/TotalLiabilityAmt0520425
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt05140
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT D SHELTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GEOFFREY HOLDRIDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL E KILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1206070
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
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 152,358 68,797 0 SUB-AWARDS 901,206 12,917 0 DIRECTORS FEES 0 4,000 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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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0300540817
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.48150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ASSESSMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ITRI INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,378
Liabilities
$565,230
Net assets
$68,148
Revenue
$2,584,191
Expenses
$2,551,991
Net income
$32,200
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