Civic Intelligence

Pennsylvania Water Environment Association

990 • Fiscal year 2017 • EIN 23-7169337

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 06, 2018

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$828,972

Up $72,796 (+9.6%) from 2016

Net Assets

Up

$825,567

Up $71,091 (+9.4%) from 2016

Liabilities

Up

$3,405

Up $1,705 (+100%) from 2016

Revenue

Down

$503,160

Down $7,326 (-1.4%) from 2016

Expenses

Down

$432,069

Down $10,205 (-2.3%) from 2016

Net Income

Up

$71,091

Up $2,879 (+4.2%) from 2016

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

2017

Assets$828,972
Liabilities$3,405
Net Assets$825,567

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

2017

Revenue$503,160
Expenses$432,069
Net Income$71,091
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 6, 2018
Return Version
2017v2.2
Gross Receipts
$503,160
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$527,737$533,239▲ $5,502
Cash and Non-Interest-Bearing Accounts$204,396$273,815▲ $69,419
Prepaid Expenses and Deferred Charges$24,043$21,918▼ $2,125
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$756,176$828,972▲ $72,796
Liabilities
Deferred Revenue$1,700$3,405▲ $1,705
Total Liabilities$1,700$3,405▲ $1,705
Net Assets / Fund Balance
Unrestricted Net Assets$754,476$824,165▲ $69,689
Temporarily Rstr Net Assets-$1,402-
Total Net Assets Fund Balance$754,476$825,567▲ $71,091
Total Liabilities and Net Assets / Fund Balance$756,176$828,972▲ $72,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$5,189$5,189
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry M Fair1st Past President
Brian Book2nd Past President
Michael SedonPresident
Kevin ShannonPresident Elect
Scost Fertich2nd Vice President
Nicholas SahdCentral Section Director
Tina MyersEastern Section Director
Carrie KeeleyPwo Director
Joseph E RostWestern Section Director
Anthony ElbertiYoung Prof Director
Douglas Pike1st Federation Deleg
Christine Volkay-hilditch2nd Federation Deleg
Brian LubenowEditor
August BelmontSecretary/treasurer
Dean MillerWef Delegate-at-large
Revenue and Support

Revenue Composition

Contributions and Grants
$94,893
Program Service Revenue
$399,218
Investment Income
$6,949
Other Revenue
$2,100
Change in Net Assets
$71,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,196
Grants and Similar Amounts Paid$7,873
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$260,815--$260,815
Fees for Services Management$91,617$9,061-$100,678
Office Expenses$3,197$16,240-$19,437
Travel$15,589$1,542-$17,131
Grants to Domestic Orgs$6,000--$6,000
Information Technology$3,238$1,388-$4,626
Other Expenses$4,290$140-$4,430
Fees for Services Accounting-$3,865-$3,865
Grants to Domestic Individuals$1,873--$1,873
Insurance-$1,872-$1,872
Total Functional Expenses$396,410$35,659$0$432,069
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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, Part VI, Section A, Line 3

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

Form 990, Part VI, Section A, 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, Part VI, Section A, 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, Part VI, Section B, Line 11B

The 990 is signed by an officer 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 the time frame

Form 990, Part VI, Section B, 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, Part VI, Section C, 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
6102772400
Signed
2018-06-06
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
240

Preparer

Firm
Raffensperger Martin & Finkenbiner LLC
Address
34 WEST MIDDLE STREET, GETTYSBURG, PA 17325
Preparer
John R Martin Iii CPA
Phone
7173371414
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IRS990/Form990PartVIISectionAGrp/TitleTxt31ST PAST PRESIDENT
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IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024043
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021918
IRS990/PrincipalOfficerNm0AUGUST BELMONT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2511190
IRS990/ProgramServiceRevenueGrp/BusinessCd3519100
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES & WORKSHOP
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBIT FEES
IRS990/ProgramServiceRevenueGrp/Desc2PUBLISHING FEE
IRS990/ProgramServiceRevenueGrp/Desc3JOB BOARD
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0159830
IRS990/ProgramServiceRevenueGrp/ExclusionAmt110427
IRS990/ProgramServiceRevenueGrp/ExclusionAmt25507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0223454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223454
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1159830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35507
IRS990/ProgSrvcAccomActy2Grp/Desc0OUTSOURCE & OVERSEE QUARTERLY MAGAZINE "KEYSTONE WATER QUALITY MANAGER" TO EDUCATE MEMBERS OF THE ASSOCIATION AND OTHERS ON CURRENT ISSUES OF WATER POLLUTION CONTROLS, APPROXIMATELY 3,000 COPIES PER QUARTER WERE DISTRIBUTED.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010427
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED INFORMATION AND OTHER RESEARCH AND NETWORKING SERVICES TO MEMBERS AND VARIOUS MEMBER COMMITTEES, INCLUDING JOB BOARD PUBLICATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0135595
IRS990/ProgSrvcAccomActy3Grp/GrantAmt07873
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05507
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0101321
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07600
IRS990/PYInvestmentIncomeAmt07795
IRS990/PYOtherExpensesAmt0434674
IRS990/PYOtherRevenueAmt0370
IRS990/PYProgramServiceRevenueAmt0401000
IRS990/PYRevenuesLessExpensesAmt068212
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0442274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0510486
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt071091
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0383284
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0527737
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0533239
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS 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 - OTHER INCOME DETAIL - $9,646
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094893
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0101321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt089301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt082403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0443868
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06949
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07795
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06571
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07939
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0225554
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0249643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0225406
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0194166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0371806
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01266575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0175764
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0151727
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0177355
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0132759
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0637605
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07795
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06571
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07939
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036916
IRS990ScheduleA/InvestmentIncomeCYPct00.01540
IRS990ScheduleA/InvestmentIncomePYPct00.01600
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0495
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt03480
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03975
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09646
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09646
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97890
IRS990ScheduleA/PublicSupportPY509Pct00.97460
IRS990ScheduleA/PublicSupportTotal509Amt02348048
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0496211
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0502691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0492062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0402875
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0454209
IRS990ScheduleA/Total509Grp/TotalAmt02348048
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0503160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0510486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0499128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0414017
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0471794
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02398585
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05189
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05189
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER - DUTIES OF BOOKKEEPING HAVE BEEN DELEGATED TO SBPROFESSIONAL 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 AN OFFICER 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 THE 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, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00

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