Civic Intelligence

Pennsylvania Economic Development Association

990 • Fiscal year 2015 • EIN 25-1593272

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

908 N 2nd StHarrisburg, PA 17102

(717) 441-6047

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-20%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

20th percentile

-15%

Faster asset growth than 20% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

29th percentile

-9.0%

Faster revenue growth than 29% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$377,311

Down $66,497 (-15%) from 2014

Net Assets

Down

$377,311

Down $66,497 (-15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$330,696

Down $32,776 (-9.0%) from 2014

Expenses

Up

$397,193

Up $31,333 (+8.6%) from 2014

Net Income

Down

-$66,497

Down $64,109 (-2685%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $318,087Liabilities 2010: $0Net Assets 2010: $318,0872010Assets 2011: $324,406Liabilities 2011: $0Net Assets 2011: $324,4062011Assets 2012: $385,679Liabilities 2012: $0Net Assets 2012: $385,6792012Assets 2013: $446,196Liabilities 2013: $0Net Assets 2013: $446,1962013Assets 2014: $443,808Liabilities 2014: $0Net Assets 2014: $443,8082014Assets 2015: $377,311Liabilities 2015: $0Net Assets 2015: $377,3112015Assets 2016: $327,624Liabilities 2016: $0Net Assets 2016: $327,6242016Assets 2017: $369,840Liabilities 2017: $28,016Net Assets 2017: $341,8242017Assets 2018: $330,450Liabilities 2018: $8,433Net Assets 2018: $322,0172018Assets 2019: $247,355Liabilities 2019: $0Net Assets 2019: $247,3552019Assets 2020: $214,361Liabilities 2020: $0Net Assets 2020: $214,3612020Assets 2021: $184,972Liabilities 2021: $0Net Assets 2021: $184,9722021Assets 2024: $808,242Liabilities 2024: $0Net Assets 2024: $808,2422024

Highlighted filing

2015

Assets$377,311
Liabilities$0
Net Assets$377,311

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $325,7292010Expenses 2011: $369,0542011Expenses 2012: $304,5322012Revenue 2013: $388,574Expenses 2013: $328,060Net Income 2013: $60,5142013Revenue 2014: $363,472Expenses 2014: $365,860Net Income 2014: -$2,3882014Revenue 2015: $330,696Expenses 2015: $397,193Net Income 2015: -$66,4972015Revenue 2016: $319,152Expenses 2016: $368,839Net Income 2016: -$49,6872016Revenue 2017: $346,987Expenses 2017: $332,787Net Income 2017: $14,2002017Revenue 2018: $311,428Expenses 2018: $331,235Net Income 2018: -$19,8072018Revenue 2019: $298,798Expenses 2019: $373,460Net Income 2019: -$74,6622019Revenue 2020: $212,479Expenses 2020: $245,473Net Income 2020: -$32,9942020Revenue 2021: $246,868Expenses 2021: $276,257Net Income 2021: -$29,3892021Revenue 2024: $443,185Expenses 2024: $457,140Net Income 2024: -$13,9552024

Highlighted filing

2015

Revenue$330,696
Expenses$397,193
Net Income-$66,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$330,696
Mission and Program Overview

Mission

To represent the needs, concerns and collective goals of economic development professionals throughout the commonwealth of pennsylvania by: (a) encouraging, promoting and providing opportunities for professional growth and development through educational programs and conferences; (b) promoting a network for the exchange of economic development information in the commonwealth of pennsylvania; (c) identifying critical issues effecting economic activity in the commonwealth of pennsylvania and developing and communication policy recommendations to address these issues; (d) promoting policies and initiatives that will retain and expand existing business; attracting new business and encourage business formation; (e) educating members on current economic development topics; (f) informing local, state, and national legislators on areas of statewide concern to economic development professionals; (g) communication with the state administration on existing programs, as well as innovative proposal

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$443,808$377,311▼ $66,497
Total Assets$443,808$377,311▼ $66,497
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$442,930$376,433▼ $66,497
Temporarily Rstr Net Assets$878$878→ $0
Total Net Assets Fund Balance$443,808$377,311▼ $66,497
Total Liabilities and Net Assets / Fund Balance$443,808$377,311▼ $66,497
Compensation and Service Providers

Board Members and Trustees

NameTitle
Pamela ShuppPresident
Arthur TintoriDirector
Christian ConroyDirector
Doug MyersDirector
Eric EsodaDirector
John BiemillerDirector
Kevin AbramsDirector
Mary Beth WoodDirector
Patrick MillerDirector
Phil EastmanDirector
Ryan GlennDirector
Ryan UngerDirector
Vito GalloDirector
Darrell W Auterson1stvice Pres
James Becker2nd Vice Pre
David BlackImmediate Pr
Laura Goodrich CairnsSecretary /
Revenue and Support

Revenue Composition

Contributions and Grants
$87,000
Program Service Revenue
$241,217
Investment Income
$2,479
Other Revenue
$0
Change in Net Assets
$-66,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$397,193
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$291,226
Other Expenses---$71,995
Fees for Services Other---$14,915
Conferences and Meetings---$9,836
Advertising---$4,822
Office Expenses---$1,948
Travel---$1,298
Insurance---$1,153
Total Functional Expenses$0$0$0$397,193
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 11B

Management company and treasurer review form 990 for accuracy and completeness.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Pennsylvania Economic Development a
EIN
25-1593272
Phone
7174416047
Address
908 N 2ND ST, HARRISBURG, PA 17102

Signing Officer

Name
Pamela Shupp
Title
President
Phone
7174416047
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Shupp
Formed
1991
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Robert W Morris & Company Pc
Address
PO BOX 68, NEW BLOOMFIELD, PA 17068-0068
Preparer
Robert W Morris Iii
Phone
7175828135
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To represent the needs, concerns and collective goals of economic development professionals throughout the commonwealth of pennsylvania by: (a) encouraging, promoting and providing opportunities for professional growth and development through educational programs and conferences; (b) promoting a network for the exchange of economic development information in the commonwealth of pennsylvania; (c) identifying critical issues effecting economic activity in the commonwealth of pennsylvania and developing and communication policy recommendations to address these issues; (d) promoting policies and initiatives that will retain and expand existing business; attracting new business and encourage business formation; (e) educating members on current economic development topics; (f) informing local, state, and national legislators on areas of statewide concern to economic development professionals; (g) communication with the state administration on existing programs, as well as innovative proposals in furtherance of the purposes herein otherwise provided; (h) strengthening local member efforts by coordinating them on a state-wide basis; (i) sponsoring efforts to increase professionalism in the field; and (j) taking such other actions necessary or desirable to further the purposes of this association as herein otherwise provided.

Form 990, Page 2, Part III, Line 4D

Spring and fall conferences held by the association to promote and support economic development. Regional membership meetings held to promote interest and support of the association. Bedc - support the basic economic development course.

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377311
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO REPRESENT THE NEEDS, CONCERNS AND COLLECTIVE GOALS OF ECONOMIC DEVELOPMENT PROFESSIONALS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA BY: (A) ENCOURAGING, PROMOTING AND PROVIDING OPPORTUNITIES FOR PROFESSIONAL GROWTH AND DEVELOPMENT THROUGH EDUCATIONAL PROGRAMS AND CONFERENCES; (B) PROMOTING A NETWORK FOR THE EXCHANGE OF ECONOMIC DEVELOPMENT INFORMATION IN THE COMMONWEALTH OF PENNSYLVANIA; (C) IDENTIFYING CRITICAL ISSUES EFFECTING ECONOMIC ACTIVITY IN THE COMMONWEALTH OF PENNSYLVANIA AND DEVELOPING AND COMMUNICATION POLICY RECOMMENDATIONS TO ADDRESS THESE ISSUES; (D) PROMOTING POLICIES AND INITIATIVES THAT WILL RETAIN AND EXPAND EXISTING BUSINESS; ATTRACTING NEW BUSINESS AND ENCOURAGE BUSINESS FORMATION; (E) EDUCATING MEMBERS ON CURRENT ECONOMIC DEVELOPMENT TOPICS; (F) INFORMING LOCAL, STATE, AND NATIONAL LEGISLATORS ON AREAS OF STATEWIDE CONCERN TO ECONOMIC DEVELOPMENT PROFESSIONALS; (G) COMMUNICATION WITH THE STATE ADMINISTRATION ON EXISTING PROGRAMS, AS WELL AS INNOVATIVE PROPOSALS IN FURTHERANCE OF THE PURPOSES HEREIN OTHERWISE PROVIDED; (H) STRENGTHENING LOCAL MEMBER EFFORTS BY COORDINATING THEM ON A STATE-WIDE BASIS; (I) SPONSORING EFFORTS TO INCREASE PROFESSIONALISM IN THE FIELD; AND (J) TAKING SUCH OTHER ACTIONS NECESSARY OR DESIRABLE TO FURTHER THE PURPOSES OF THIS ASSOCIATION AS HEREIN OTHERWISE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPRING AND FALL CONFERENCES HELD BY THE ASSOCIATION TO PROMOTE AND SUPPORT ECONOMIC DEVELOPMENT. REGIONAL MEMBERSHIP MEETINGS HELD TO PROMOTE INTEREST AND SUPPORT OF THE ASSOCIATION. BEDC - SUPPORT THE BASIC ECONOMIC DEVELOPMENT COURSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT COMPANY AND TREASURER REVIEW FORM 990 FOR ACCURACY AND COMPLETENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0878
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0878
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0443808
IRS990/TotalAssetsEOYAmt0377311
IRS990/TotalAssetsGrp/BOYAmt0443808
IRS990/TotalAssetsGrp/EOYAmt0377311
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt087000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0397193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0443808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0377311
IRS990/TotalProgramServiceRevenueAmt0241217
IRS990/TotalRevenueGrp/ExclusionAmt0236153
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07543
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0330696
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0443808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0377311
IRS990/TravelGrp/TotalAmt01298
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0442930
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0376433
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0201 PENN STREET SUITE 102
IRS990/USAddress/CityNm0READING
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0196014039
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.PEDA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA SHUPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07174416047
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENNSYLVANIA ECONOMIC DEVELOPMENT A
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0251593272
ReturnHeader/Filer/PhoneNum07174416047
ReturnHeader/Filer/USAddress/AddressLine1Txt0908 N 2ND ST
ReturnHeader/Filer/USAddress/CityNm0HARRISBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251817405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT W MORRIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 68
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170680068
ReturnHeader/PreparerPersonGrp/PhoneNum07175828135
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02016-11-15T12:12:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.08$0.00$8.08$4.43$4.57$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$2.47$2.76$0.29
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$2.12$2.45$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$2.99$3.73$0.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.08$3.22$3.11$3.31$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.28$3.42$3.47$3.33$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$3.19$3.69$0.50
2015Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$3.31$3.97$0.66
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$3.63$3.66$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$3.89$3.28$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.00$3.86$3.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$3.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$3.26