Civic Intelligence

Harmonie Associates Inc

990 • Fiscal year 2014 • EIN 25-1052379

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

270 Sixteenth St15003

(724) 266-4500

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$174,880

Down $93,733 (-35%) from 2013

Net Assets

Down

$152,636

Down $100,378 (-40%) from 2013

Liabilities

Up

$22,244

Up $6,645 (+43%) from 2013

Revenue

$109,841

No earlier filing loaded for comparison.

Expenses

Up

$210,219

Up $34,839 (+20%) from 2013

Net Income

-$100,378

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.

$400K$300K$200K$100K$0Assets 2012: $330,091Liabilities 2012: $14,273Net Assets 2012: $315,8182012Assets 2013: $268,613Liabilities 2013: $15,599Net Assets 2013: $253,0142013Assets 2014: $174,880Liabilities 2014: $22,244Net Assets 2014: $152,6362014Assets 2015: $114,427Liabilities 2015: $14,675Net Assets 2015: $99,7522015Assets 2017: $126,139Liabilities 2017: $13,113Net Assets 2017: $113,0262017Assets 2018: $176,622Liabilities 2018: $18,425Net Assets 2018: $158,1972018Assets 2019: $108,820Liabilities 2019: $13,669Net Assets 2019: $95,1512019Assets 2020: $88,687Liabilities 2020: $28,800Net Assets 2020: $59,8872020Assets 2021: $115,078Liabilities 2021: $28,744Net Assets 2021: $86,3342021Assets 2022: $125,564Liabilities 2022: $12,208Net Assets 2022: $113,3562022

Highlighted filing

2014

Assets$174,880
Liabilities$22,244
Net Assets$152,636

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $306,4152012Expenses 2013: $175,3802013Revenue 2014: $109,841Expenses 2014: $210,219Net Income 2014: -$100,3782014Revenue 2015: $115,239Expenses 2015: $168,123Net Income 2015: -$52,8842015Revenue 2017: $157,648Expenses 2017: $195,131Net Income 2017: -$37,4832017Revenue 2018: $227,893Expenses 2018: $182,722Net Income 2018: $45,1712018Revenue 2019: $214,733Expenses 2019: $277,779Net Income 2019: -$63,0462019Revenue 2020: $133,428Expenses 2020: $168,692Net Income 2020: -$35,2642020Revenue 2021: $67,129Expenses 2021: $40,682Net Income 2021: $26,4472021Revenue 2022: $134,835Expenses 2022: $107,813Net Income 2022: $27,0222022

Highlighted filing

2014

Revenue$109,841
Expenses$210,219
Net Income-$100,378
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$152,678
Mission and Program Overview

Mission

Old economy village preserves and presents the life, thought, and

The harmonie associates, inc. Dba the friends of old economy village, a nonprofit corporation, supports, and assists the pennsylvania historical and museum commission in the interpretation, development, preservation, and promotion of old economy village.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,181$151,806▼ $88,375
Inventories for Sale or Use$24,250$20,090▼ $4,160
Prepaid Expenses and Deferred Charges$2,265$1,686▼ $579
Land, Buildings, and Equipment, Net$1,917$1,298▼ $619
Total Assets$268,613$174,880▼ $93,733
Liabilities
Deferred Revenue$4,200$16,635▲ $12,435
Accounts Payable and Accrued Expenses$11,399$5,609▼ $5,790
Total Liabilities$15,599$22,244▲ $6,645
Net Assets / Fund Balance
Unrestricted Net Assets$181,156$137,438▼ $43,718
Temporarily Rstr Net Assets$71,858$15,198▼ $56,660
Total Net Assets Fund Balance$253,014$152,636▼ $100,378
Total Liabilities and Net Assets / Fund Balance$268,613$174,880▼ $93,733

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,298$18,873$20,171
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg GleasonPresident
Bob ClendennenVice President
Alex BarlamasBoard Member
Barry BricelandBoard Member
Emily LapisardiBoard Member
Frederick RetschBoard Member
Jack ManningBoard Member
Jeremy AngusBoard Member
Marshall BondBoard Member
Rev Gordon StrunkBoard Member
Rick a LapinskiBoard Member
Scott AngusBoard Member
Susan Kretzler-falconeSecretary
Karla SpinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,717
Program Service Revenue
$70,392
Investment Income
$334
Other Revenue
$3,398
All Other Contributions
$18,746
Change in Net Assets
$-100,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$109,841
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$31,052
Total Revenue per Audited Statements
$140,893
Total Revenue per Form 990
$109,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,054
Salaries, Compensation, and Employee Benefits$103,165
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$81,860$21,305-$103,165
Other Expenses$8,829$8,365-$17,194
Depreciation Depletion$620--$620
Total Functional Expenses$176,335$33,884$0$210,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$241,271
Expenses per Audited Statements$210,219
Total Expenses per Form 990$210,219
Expenses Not Reported on Form 990$31,052
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,574
Fundraising Gross Income$11,195
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
Yes
Audit committee
No
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, Part VI, Section A, Line 2

Two of the board members, jeremy angus & scott angus are related. Scott angus is the uncle of jeremy angus.

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by the auditors, reviewed by the finance committee, and submitted to the board for review.

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

Board members are required to sign a conflict of interest agreement.

Form 990, Part VI, Section B, Line 15

Compensation for the executive director, officers and key employees is reviewed by the human resources committee and approved by the board as part of the budget process.

Form 990, Part VI, Section C, Line 19

The form 990 is available to the public on the organizations website.

Filing and Contact Details

Filer

EIN
25-1052379
Phone
7242664500

Signing Officer

Name
Greg Gleason
Title
President
Phone
7242664500
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Gleason
Formed
1956
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
210

Preparer

Preparer
Anthony D Duronio CPA
Phone
4123678190
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 25,574.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 25,574.

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IRS990/ProgSrvcAccomActy2Grp/Desc0SITE DEVELOPMENT - THROUGH GRANTS AND OTHER SUPPORT, THE ORGANIZATION ASSISTS WITH THE MAINTENANCE AND DEVELOPMENT OF THE SITE. SIGNIFICANT PROJECTS UNDERTAKEN DURING THE FISCAL YEAR INCLUDED KITCHEN AND BATHROOM UPGRADES FOR THE LENZ HOUSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052119
IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL PROGRAMS - THROUGH GRANTS PUBLIC PROGRAMS, SUCH AS AN AMERICAN CELEBRATION, ERNTEFEST, AND CHRISTMAS AT THE VILLAGE, ARE HELD THROUGHOUT THE YEAR. THESE PROGRAMS GIVE GUESTS THE OPPORTUNITY TO LEARN ABOUT HARMONIST HISTORY, VARIOUS TRADES AND CRAFTS CONDUCTED IN ECONOMY, AND WHAT LIFE IN GENERAL WAS LIKE IN NINETEENTH CENTURY WESTERN PENNSYLVANIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033140
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt021947
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GENERAL PROGRAMS AND MUSEUM STORE - A WIDE VARIETY OF PROGRAMS AND SERVICES ARE COVERED BY THIS CATEGORY. THIS INCLUDES DAILY SITE TOURS, LECTURES, MEMBERSHIP MEETINGS, EXHIBITS AND EXHIBIT PREVIEWS, FACILITY RENTALS, AND THE OPERATION OF THE HARMONIST ROSE MUSEUM STORE. APPROXIMATELY 5,000 GUESTS PARTICIPATED IN THESE PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt086223
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt021821
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt032331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0374
IRS990/PYOtherExpensesAmt077663
IRS990/PYOtherRevenueAmt0384
IRS990/PYProgramServiceRevenueAmt079487
IRS990/PYRevenuesLessExpensesAmt0-62804
IRS990/PYSalariesCompEmpBnftPaidAmt097717
IRS990/PYTotalExpensesAmt0175380
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0112576
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-100378
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026624
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0283905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0103395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500214
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01591
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0105432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0112602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0119418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0106584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt098976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0543012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01591
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03929
IRS990ScheduleA/InvestmentIncomeCYPct00.00350
IRS990ScheduleA/InvestmentIncomePYPct00.00560
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt011195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt032329
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt013619
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt023255
IRS990ScheduleA/OtherIncome509Grp/TotalAmt080398
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92520
IRS990ScheduleA/PublicSupportPY509Pct00.93350
IRS990ScheduleA/PublicSupportTotal509Amt01043226
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0144933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0164284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0390489
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0202371
IRS990ScheduleA/Total509Grp/TotalAmt01043226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0178428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0414849
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0203962
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01127553
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05478
IRS990ScheduleD/DonatedServicesUseFcltsAmt05478
IRS990ScheduleD/EquipmentGrp/BookValueAmt01298
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018873
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020171
IRS990ScheduleD/ExpensesNotReportedAmt031052
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0210219
IRS990ScheduleD/OtherExpensesIncludedAmt025574
IRS990ScheduleD/OtherRevenueAmt025574
IRS990ScheduleD/RevenueNotReportedAmt031052
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0109841
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENT EXPENSES 25,574.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSES 25,574.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01298
IRS990ScheduleD/TotalExpensesPerForm990Amt0210219
IRS990ScheduleD/TotalRevenuePerForm990Amt0109841
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0140893
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0241271
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE BOARD MEMBERS, JEREMY ANGUS & SCOTT ANGUS ARE RELATED. SCOTT ANGUS IS THE UNCLE OF JEREMY ANGUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE AUDITORS, REVIEWED BY THE FINANCE COMMITTEE, AND SUBMITTED TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE HUMAN RESOURCES COMMITTEE AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAILABLE TO THE PUBLIC ON THE ORGANIZATIONS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt071858
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015198
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0268613
IRS990/TotalAssetsEOYAmt0174880
IRS990/TotalAssetsGrp/BOYAmt0268613
IRS990/TotalAssetsGrp/EOYAmt0174880
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035717
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033884
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176335
IRS990/TotalFunctionalExpensesGrp/TotalAmt0210219

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