Civic Intelligence

Harmonie Associates Inc

990 • Fiscal year 2015 • EIN 25-1052379

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 27, 2015

270 Sixteenth StAmbridge, PA 15003

(724) 266-4500

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.13x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$114,427

Down $154,186 (-57%) from 2013

Net Assets

Down

$99,752

Down $153,262 (-61%) from 2013

Liabilities

Down

$14,675

Down $924 (-5.9%) from 2013

Revenue

$115,239

No earlier filing loaded for comparison.

Expenses

Down

$168,123

Down $7,257 (-4.1%) from 2013

Net Income

-$52,884

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 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

2015

Assets$114,427
Liabilities$14,675
Net Assets$99,752

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2012: $306,4152012Expenses 2013: $175,3802013Revenue 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

2015

Revenue$115,239
Expenses$168,123
Net Income-$52,884
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$165,347
Mission and Program Overview

Mission

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

Old economy village preserves and presents the life, thought, and material culture of the harmony society, a highly successful and entrepreneurial 19th century religious community. Old economy village is administered by the pennsylvania historical and museum commission and is actively supported by the friends of old economy village which is a non-profit community-based organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$151,806$93,147▼ $58,659
Inventories for Sale or Use$20,090$20,201▲ $111
Land, Buildings, and Equipment, Net$1,298$678▼ $620
Prepaid Expenses and Deferred Charges$1,686$401▼ $1,285
Total Assets$174,880$114,427▼ $60,453
Liabilities
Deferred Revenue$16,635$8,230▼ $8,405
Accounts Payable and Accrued Expenses$5,609$6,445▲ $836
Total Liabilities$22,244$14,675▼ $7,569
Net Assets / Fund Balance
Unrestricted Net Assets$137,438$79,147▼ $58,291
Temporarily Rstr Net Assets$15,198$20,605▲ $5,407
Total Net Assets Fund Balance$152,636$99,752▼ $52,884
Total Liabilities and Net Assets / Fund Balance$174,880$114,427▼ $60,453

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$678$19,493$20,171
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert ClendennenPresident
Anita WalkerBoard Member
Barb HicksBoard Member
Barry BricelandBoard Member
Frederick RetschBoard Member
Jack ManningBoard Member
Jeremy AngusBoard Member
Marshall BondBoard Member
Rev Gordon StrunkBoard Member
Rick a LapinskiBoard Member
Scott AngusBoard Member
Steve RobertsBoard Member
Susan Kretzler-falconeSecretary
Karla SpinelliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,206
Program Service Revenue
$82,470
Investment Income
$234
Other Revenue
$-9,671
All Other Contributions
$20,774
Change in Net Assets
$-52,884

Audited Revenue Reconciliation

Revenue per Audited Statements
$115,239
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39,846
Total Revenue per Audited Statements
$155,085
Total Revenue per Form 990
$115,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$100,286
Other Expenses$67,837
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,782$23,504-$100,286
Depreciation Depletion$620--$620
Other Expenses$8,268$363-$363
Total Functional Expenses$133,823$34,300$0$168,123

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$207,969
Expenses per Audited Statements$168,123
Total Expenses per Form 990$168,123
Expenses Not Reported on Form 990$39,846
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$34,368
Fundraising Gross Income$12,875
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

Filer Name
Harmonie Associates Inc
EIN
25-1052379
Phone
7242664500
Address
270 SIXTEENTH ST, AMBRIDGE, PA 15003

Signing Officer

Name
Robert Clendennen
Title
President
Phone
7242664500
Signed
2015-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Clendennen
Formed
1956
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
8
Volunteers
208

Preparer

Firm
Lally & Co LLC
Address
5700 CORPORATE DRIVE SUITE 800, PITTSBURGH, PA 15237
Preparer
Anthony D Duronio CPA
Phone
4123678190
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 34,368.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 34,368.

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IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIAL PROGRAMS - 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/ProgSrvcAccomActy2Grp/ExpenseAmt068725
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021002
IRS990/ProgSrvcAccomActy3Grp/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 6,303 GUESTS PARTICIPATED IN THESE PROGRAMS AND ACTIVITIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt061199
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt037188
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035717
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0334
IRS990/PYOtherExpensesAmt0107054
IRS990/PYOtherRevenueAmt03398
IRS990/PYProgramServiceRevenueAmt070392
IRS990/PYRevenuesLessExpensesAmt0-100378
IRS990/PYSalariesCompEmpBnftPaidAmt0103165
IRS990/PYTotalExpensesAmt0210219
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0109841
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-52884
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt024280
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042206
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044866
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0283905
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0439025
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0234
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0334
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0525
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01105
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02572
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0110032
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0105432
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0112602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0119418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0106584
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0554068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0334
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02572
IRS990ScheduleA/InvestmentIncomeCYPct00.00240
IRS990ScheduleA/InvestmentIncomePYPct00.00350
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt012875
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt011195
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt032329
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt013619
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt023255
IRS990ScheduleA/OtherIncome509Grp/TotalAmt093273
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91200
IRS990ScheduleA/PublicSupportPY509Pct00.92520
IRS990ScheduleA/PublicSupportTotal509Amt0993093
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0141149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0144933
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0164284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0390489
IRS990ScheduleA/Total509Grp/TotalAmt0993093
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0152678
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0177636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0178428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0414849
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01088938
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05478
IRS990ScheduleD/DonatedServicesUseFcltsAmt05478
IRS990ScheduleD/EquipmentGrp/BookValueAmt0678
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019493
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020171
IRS990ScheduleD/ExpensesNotReportedAmt039846
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0168123
IRS990ScheduleD/OtherExpensesIncludedAmt034368
IRS990ScheduleD/OtherRevenueAmt034368
IRS990ScheduleD/RevenueNotReportedAmt039846
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0115239
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENT EXPENSES 34,368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSES 34,368.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0678
IRS990ScheduleD/TotalExpensesPerForm990Amt0168123
IRS990ScheduleD/TotalRevenuePerForm990Amt0115239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0155085
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0207969
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/BOYAmt015198
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt020605
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0174880
IRS990/TotalAssetsEOYAmt0114427
IRS990/TotalAssetsGrp/BOYAmt0174880
IRS990/TotalAssetsGrp/EOYAmt0114427
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042206

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