Civic Intelligence

Pennsylvania Water Environment Association

990 • Fiscal year 2016 • EIN 23-7169337

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 06, 2017

PO Box 3367Gettysburg, PA 17325

(717) 642-9500

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Assets

$756,176

No earlier filing loaded for comparison.

Net Assets

$754,476

No earlier filing loaded for comparison.

Liabilities

$1,700

No earlier filing loaded for comparison.

Revenue

$510,486

No earlier filing loaded for comparison.

Expenses

$442,274

No earlier filing loaded for comparison.

Net Income

$68,212

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2016: $756,176Liabilities 2016: $1,700Net Assets 2016: $754,4762016Assets 2017: $828,972Liabilities 2017: $3,405Net Assets 2017: $825,5672017Assets 2018: $854,844Liabilities 2018: $1,160Net Assets 2018: $853,6842018Assets 2019: $840,015Liabilities 2019: $1,000Net Assets 2019: $839,0152019Assets 2020: $718,342Liabilities 2020: $1,000Net Assets 2020: $717,3422020Assets 2021: $721,174Liabilities 2021: $5,489Net Assets 2021: $715,6852021Assets 2022: $819,373Liabilities 2022: $0Net Assets 2022: $819,3732022Assets 2023: $880,854Liabilities 2023: $7,937Net Assets 2023: $872,9172023Assets 2024: $901,231Liabilities 2024: $0Net Assets 2024: $901,2312024

Highlighted filing

2016

Assets$756,176
Liabilities$1,700
Net Assets$754,476

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $510,486Expenses 2016: $442,274Net Income 2016: $68,2122016Revenue 2017: $503,160Expenses 2017: $432,069Net Income 2017: $71,0912017Revenue 2018: $500,406Expenses 2018: $472,289Net Income 2018: $28,1172018Revenue 2019: $427,174Expenses 2019: $441,843Net Income 2019: -$14,6692019Revenue 2020: $134,562Expenses 2020: $256,235Net Income 2020: -$121,6732020Revenue 2021: $424,812Expenses 2021: $426,469Net Income 2021: -$1,6572021Revenue 2022: $546,909Expenses 2022: $443,221Net Income 2022: $103,6882022Revenue 2023: $613,572Expenses 2023: $560,028Net Income 2023: $53,5442023Revenue 2024: $517,767Expenses 2024: $489,453Net Income 2024: $28,3142024

Highlighted filing

2016

Revenue$510,486
Expenses$442,274
Net Income$68,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 6, 2017
Return Version
2016v3.0
Gross Receipts
$510,486
Mission and Program Overview

Mission

Enhance the knowledge and abilities of pennsylvania's water professionals, promote sound water policies, and promote public awareness of the need to protect water quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$519,989$527,737▲ $7,748
Cash and Non-Interest-Bearing Accounts$150,098$204,396▲ $54,298
Prepaid Expenses and Deferred Charges$32,208$24,043▼ $8,165
Land, Buildings, and Equipment, Net$79--
Total Assets$702,374$756,176▲ $53,802
Liabilities
Deferred Revenue$16,110$1,700▼ $14,410
Total Liabilities$16,110$1,700▼ $14,410
Net Assets / Fund Balance
Unrestricted Net Assets$686,264$754,476▲ $68,212
Total Net Assets Fund Balance$686,264$754,476▲ $68,212
Total Liabilities and Net Assets / Fund Balance$702,374$756,176▲ $53,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$5,189$5,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry M FairPresident
Michael SedonPresident El
Carrie KeeleyPwo Director
Carl E Janson1st Federati
Brian Book1st Past Pre
Douglas Pike2nd Federati
Daniel B Slagle2nd Past Pre
Kevin Shannon2nd Vice Pre
Nicholas SahdCentral Sect
Tina MyersEastern Sect
Brian LubenowEditor
August BelmontSecretary/tr
Dean MillerWef Delegate
Joseph E RostWestern Sect
Anthony ElbertiYoung Prof D
Revenue and Support

Revenue Composition

Contributions and Grants
$101,321
Program Service Revenue
$401,000
Investment Income
$7,795
Other Revenue
$370
All Other Contributions
$1,500
Change in Net Assets
$68,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$434,674
Grants and Similar Amounts Paid$7,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$276,711--$276,711
Fees for Services Management$87,978$8,701-$96,679
Office Expenses$4,451$16,317-$20,768
Travel$10,746$1,063-$11,809
Information Technology$5,669$2,429-$8,098
Grants to Domestic Orgs$6,000--$6,000
Fees for Services Accounting-$3,820-$3,820
Other Expenses$2,656$582-$3,238
Insurance-$1,845-$1,845
Grants to Domestic Individuals$1,600--$1,600
Depreciation Depletion$79--$79
Total Functional Expenses$406,199$36,075$0$442,274
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
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The treasurer - duties of bookkeeping have been delegated to sb professional enterprises, inc (susan boynton) who does report directly to the board of directors.

Form 990, Page 6, Part VI, Line 6

The association is a non stock pennsylvania corporation. As such, it does not have any stockholders, but does have members with voting rights.

Form 990, Page 6, Part VI, Line 7B

The officers are nominated by the board of directors and then presented at the annual meeting where the members then vote to approve them.

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

The 990 is signed by the president and filed by the due date, copies are provided to each board member at the next board meeting and reviewed. Filing may occur prior to board meeting depending on time frame.

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

If an individual board member is considered to be potentially conflicted on an issue, they are not allowed to vote on the issue. This is handled on a case by case basis.

Form 990, Page 6, Part VI, Line 19

The organizations governing documents and policies are available on their website and the financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Water Environment
EIN
23-7169337
Phone
7176429500
Address
PO BOX 3367, GETTYSBURG, PA 17325

Signing Officer

Name
August Belmont
Title
Secretary/treasurer
Phone
7176429500
Signed
2017-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
August Belmont
Formed
1964
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
220

Preparer

Firm
Raffensperger Martin & Finkenbiner LLC
Address
34 W MIDDLE ST STE 1, GETTYSBURG, PA 17325
Preparer
John R Martin Iii CPA
Phone
7173371414
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IRS990/PYGrantsAndSimilarPaidAmt07450
IRS990/PYInvestmentIncomeAmt06571
IRS990/PYOtherExpensesAmt0428037
IRS990/PYOtherRevenueAmt0431
IRS990/PYProgramServiceRevenueAmt0402825
IRS990/PYRevenuesLessExpensesAmt063641
IRS990/PYTotalExpensesAmt0435487
IRS990/PYTotalRevenueAmt0499128
IRS990/ReconcilationRevenueExpnssAmt068212
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0381373
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0519989
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0527737
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt018,543
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THIS INCOME IS PRIMARILY "JOB BOARD" INCOME WHICH REPRESENTS WANT ADS IN THE MAGAZINE PUBLISHED BY THE ORGANIZATION FOR THE EDUCATION OF MEMBERS AND THE PUBLIC ON CURRENT ISSUES OF WATER POLLUTION CONTROLS. BEGINNING IN 2014 THIS INCOME IS SHOWN ON LINE 3.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0101321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt075950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt082403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt086325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0435300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06571
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07939
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08355
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0249643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0225406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0194166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0371806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0391659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01432680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0151727
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0177355
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0132759
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0461841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07795
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06571
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038322
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0495
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt03480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03975
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09646
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt08897
IRS990ScheduleA/OtherIncome509Grp/TotalAmt018543
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97460
IRS990ScheduleA/PublicSupportPY509Pct00.97270
IRS990ScheduleA/PublicSupportTotal509Amt02329821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0502691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0492062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0402875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0454209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0477984
IRS990ScheduleA/Total509Grp/TotalAmt02329821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0510486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0499128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0414017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0471794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0495236
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02390661
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05189
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05189
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER - DUTIES OF BOOKKEEPING HAVE BEEN DELEGATED TO SB PROFESSIONAL ENTERPRISES, INC (SUSAN BOYNTON) WHO DOES REPORT DIRECTLY TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS A NON STOCK PENNSYLVANIA CORPORATION. AS SUCH, IT DOES NOT HAVE ANY STOCKHOLDERS, BUT DOES HAVE MEMBERS WITH VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS ARE NOMINATED BY THE BOARD OF DIRECTORS AND THEN PRESENTED AT THE ANNUAL MEETING WHERE THE MEMBERS THEN VOTE TO APPROVE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS SIGNED BY THE PRESIDENT AND FILED BY THE DUE DATE, COPIES ARE PROVIDED TO EACH BOARD MEMBER AT THE NEXT BOARD MEETING AND REVIEWED. FILING MAY OCCUR PRIOR TO BOARD MEETING DEPENDING ON TIME FRAME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IF AN INDIVIDUAL BOARD MEMBER IS CONSIDERED TO BE POTENTIALLY CONFLICTED ON AN ISSUE, THEY ARE NOT ALLOWED TO VOTE ON THE ISSUE. THIS IS HANDLED ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE ON THEIR WEBSITE AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0702374
IRS990/TotalAssetsEOYAmt0756176
IRS990/TotalAssetsGrp/BOYAmt0702374
IRS990/TotalAssetsGrp/EOYAmt0756176
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0101321
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0406199
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016110
IRS990/TotalLiabilitiesEOYAmt01700
IRS990/TotalLiabilitiesGrp/BOYAmt016110
IRS990/TotalLiabilitiesGrp/EOYAmt01700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0686264
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0754476
IRS990/TotalProgramServiceExpensesAmt0406199
IRS990/TotalProgramServiceRevenueAmt0401000
IRS990/TotalRevenueGrp/ExclusionAmt0159522
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0249643
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0510486
IRS990/TotalVolunteersCnt0220
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0702374
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0756176

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