Civic Intelligence

Northwest Pennsylvania Weatherization Inc.

990 • Fiscal year 2019 • EIN 25-1657219

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 13, 2020

7940 Franklin PikeMeadville, PA 16335

(814) 425-1872

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.20x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.10x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

71st percentile

$59,678

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

51st percentile

4.6%

Faster revenue growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$436,215

Up $21,921 (+5.3%) from 2018

Net Assets

Up

$346,824

Up $6,159 (+1.8%) from 2018

Liabilities

Up

$89,391

Up $15,762 (+21%) from 2018

Revenue

Up

$937,678

Up $41,210 (+4.6%) from 2018

Expenses

Down

$896,771

Down $59,572 (-6.2%) from 2018

Net Income

Up

$40,907

Up $100,782 (+168%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $905,819Liabilities 2010: $680,987Net Assets 2010: $224,8322010Assets 2011: $496,448Liabilities 2011: $144,163Net Assets 2011: $352,2852011Assets 2012: $583,963Liabilities 2012: $216,163Net Assets 2012: $367,8002012Assets 2013: $432,948Liabilities 2013: $97,912Net Assets 2013: $335,0362013Assets 2014: $446,446Liabilities 2014: $111,342Net Assets 2014: $335,1042014Assets 2015: $432,168Liabilities 2015: $90,815Net Assets 2015: $341,3532015Assets 2016: $419,838Liabilities 2016: $89,689Net Assets 2016: $330,1492016Assets 2017: $478,331Liabilities 2017: $129,549Net Assets 2017: $348,7822017Assets 2018: $414,294Liabilities 2018: $73,629Net Assets 2018: $340,6652018Assets 2019: $436,215Liabilities 2019: $89,391Net Assets 2019: $346,8242019Assets 2020: $321,413Liabilities 2020: $50,930Net Assets 2020: $270,4832020Assets 2021: $440,849Liabilities 2021: $229,933Net Assets 2021: $210,9162021Assets 2022: $428,932Liabilities 2022: $211,393Net Assets 2022: $217,5392022Assets 2023: $425,805Liabilities 2023: $134,313Net Assets 2023: $291,4922023Assets 2024: $453,568Liabilities 2024: $134,695Net Assets 2024: $318,8732024Assets 2025: $461,436Liabilities 2025: $141,156Net Assets 2025: $320,2802025

Highlighted filing

2019

Assets$436,215
Liabilities$89,391
Net Assets$346,824

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,954,5352010Expenses 2011: $1,636,0932011Expenses 2012: $1,118,3642012Expenses 2013: $875,3572013Revenue 2014: $735,250Expenses 2014: $737,888Net Income 2014: -$2,6382014Revenue 2015: $703,246Expenses 2015: $696,997Net Income 2015: $6,2492015Revenue 2016: $739,466Expenses 2016: $750,670Net Income 2016: -$11,2042016Revenue 2017: $894,325Expenses 2017: $875,692Net Income 2017: $18,6332017Revenue 2018: $896,468Expenses 2018: $956,343Net Income 2018: -$59,8752018Revenue 2019: $937,678Expenses 2019: $896,771Net Income 2019: $40,9072019Revenue 2020: $737,321Expenses 2020: $813,662Net Income 2020: -$76,3412020Revenue 2021: $827,625Expenses 2021: $887,192Net Income 2021: -$59,5672021Revenue 2022: $1,223,789Expenses 2022: $1,253,284Net Income 2022: -$29,4952022Revenue 2023: $1,426,013Expenses 2023: $1,352,060Net Income 2023: $73,9532023Revenue 2024: $1,357,239Expenses 2024: $1,329,858Net Income 2024: $27,3812024Revenue 2025: $1,310,557Expenses 2025: $1,309,150Net Income 2025: $1,4072025

Highlighted filing

2019

Revenue$937,678
Expenses$896,771
Net Income$40,907
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Gross Receipts
$937,678
Mission and Program Overview

Mission

To promote the conservation and efficiency of energy to those who are the most vulnerable to high priced or scarce energy, including, but not limited to, the weatherization of residential homes and apartments for those who qualify.

To promote the conservation and efficiency of energy to those who are the monst vulnerable to high priced or scarce energy. Including, but not limited to, the weatherization of residential homes and apartments for thosewho qualify.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$181,060$174,456▼ $6,604
Cash and Non-Interest-Bearing Accounts$110,846$132,031▲ $21,185
Accounts Receivable$41,925$66,080▲ $24,155
Pledges and Grants Receivable$50,082$32,229▼ $17,853
Inventories for Sale or Use$25,703$26,741▲ $1,038
Prepaid Expenses and Deferred Charges$4,678$4,678→ $0
Total Assets$414,294$436,215▲ $21,921
Liabilities
Unsecured Notes Loans Payable$29,238$46,720▲ $17,482
Accounts Payable and Accrued Expenses$44,391$42,671▼ $1,720
Total Liabilities$73,629$89,391▲ $15,762
Net Assets / Fund Balance
Unrestricted Net Assets$340,665$346,824▲ $6,159
Total Net Assets Fund Balance$340,665$346,824▲ $6,159
Total Liabilities and Net Assets / Fund Balance$414,294$436,215▲ $21,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$174,456$60,665$235,121
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David FerlinExecutive DiFT$59,678$59,678

Board Members and Trustees

NameTitle
Steve KightlingerPresident
Don AlbaughBoard Member
Don BeirBoard Member
Steve TorresBoard Member
John SwickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$498,340
Program Service Revenue
$435,415
Investment Income
$348
Other Revenue
$3,575
Change in Net Assets
$40,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$937,678
Total Revenue per Audited Statements
$937,678
Total Revenue per Form 990
$937,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$451,855
Salaries, Compensation, and Employee Benefits$444,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$239,400$59,883-$299,283
Current Officers, Directors, Trustees, and Key Employees$59,678--$59,678
Other Employee Benefits$55,166$1,451-$56,617
Insurance$38,930--$38,930
Payroll Taxes$24,444$4,894-$29,338
Occupancy$24,461--$24,461
Travel$20,821--$20,821
Fees for Services Accounting$10,785$7,500-$18,285
Other Expenses$9,973--$9,973
Office Expenses$7,866--$7,866
Depreciation Depletion$6,604--$6,604
All Other Expenses$5,472--$5,472
Total Functional Expenses$823,043$73,728$0$896,771

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$911,873
Total Expenses per Form 990$896,771
Expenses per Audited Statements$885,223
Expenses Not Reported on Form 990$26,650
Expenses Not Reported on Financial Statements$11,548
Other Expense Adjustments$11,548
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
No
Audit committee
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
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 8B

The board of directors members do not have individual committee meetings.

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 15A

The board of directors determines and approves the compensation rates for all employees including the executive director on an annual basis.

Form 990, Page 6, Part VI, Line 15B

The board of directors determines and approves the compensation rates for all employees including the executive director on an annual basis.

Form 990, Page 6, Part VI, Line 19

The documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Northwest Pennsylvania
EIN
25-1657219
Phone
8144251872
Address
7940 FRANKLIN PIKE, MEADVILLE, PA 16335

Signing Officer

Name
David Ferlin
Title
Executive Director
Phone
8144251872
Signed
2020-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ferlin
Formed
1989
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
9

Preparer

Firm
Mattern CPA LLC
Address
622 MAIN ST PO BOX 658, EMLENTON, PA 16373
Preparer
Clinton Mattern
Phone
7248671712
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote the conservation and efficiency of energy to those who are the most vulnerable to high priced or scarce energy, including, but not limited to, the weatherization of residential homes and apartments for those who qualify.

Form 990, Part XI, Line 9

Adjustment 1 correct opening balance of new loan -34,749 total -34,748 client elected on audit to not include llc activity that is included on the 990.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is tax-exempt as described in section 501(c)(3) of the internal revenue code and is generally exempt from income taxes pursuant to section 501(a) of the internal revenue code. The organization adopted the provisions of fasb asc 740-10. The organization is required to determine whether each tax position taken is more likely than not to be sustained upon examination by the relevant taxing authority, including resolution of any related appeals or litigation. For any tax position meeting the more- likely-than-not threshold, the organization is to recognize in its financial statements the largest tax benefit that has a greater than fifty percent likelihood of being realized upon final settlement. There were not any uncertain tax positions as of june 30, 2019, and there are not any associaated interest and penalties recognized in the financial statements. The oard of directors continually evaluates expiring statuses of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The tax year ended june 30, 2016 through 2019 remain subject to examination by major tax jurisdictions.

Schedule D, Page 4, Part XII, Line 2D

Related party rental income 26,650

Schedule D, Page 4, Part XII, Line 4B

Related party expenses 11,548

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS TAX-EXEMPT AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB ASC 740-10. THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER EACH TAX POSITION TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION. FOR ANY TAX POSITION MEETING THE MORE- LIKELY-THAN-NOT THRESHOLD, THE ORGANIZATION IS TO RECOGNIZE IN ITS FINANCIAL STATEMENTS THE LARGEST TAX BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON FINAL SETTLEMENT. THERE WERE NOT ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019, AND THERE ARE NOT ANY ASSOCIAATED INTEREST AND PENALTIES RECOGNIZED IN THE FINANCIAL STATEMENTS. THE OARD OF DIRECTORS CONTINUALLY EVALUATES EXPIRING STATUSES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE TAX YEAR ENDED JUNE 30, 2016 THROUGH 2019 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RELATED PARTY RENTAL INCOME 26,650
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RELATED PARTY EXPENSES 11,548
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE CONSERVATION AND EFFICIENCY OF ENERGY TO THOSE WHO ARE THE MOST VULNERABLE TO HIGH PRICED OR SCARCE ENERGY, INCLUDING, BUT NOT LIMITED TO, THE WEATHERIZATION OF RESIDENTIAL HOMES AND APARTMENTS FOR THOSE WHO QUALIFY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS MEMBERS DO NOT HAVE INDIVIDUAL COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE COMPENSATION RATES FOR ALL EMPLOYEES INCLUDING THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE COMPENSATION RATES FOR ALL EMPLOYEES INCLUDING THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADJUSTMENT 1 CORRECT OPENING BALANCE OF NEW LOAN -34,749 TOTAL -34,748 CLIENT ELECTED ON AUDIT TO NOT INCLUDE LLC ACTIVITY THAT IS INCLUDED ON THE 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt0WEATHERIZATION REALTY LLC
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.46$0.14$0.32$1.31$1.31$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.13$0.32$1.36$1.33$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.13$0.29$1.43$1.35$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.21$0.22$1.22$1.25$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.23$0.21$0.83$0.89$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.05$0.27$0.74$0.81$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.09$0.35$0.94$0.90$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.07$0.34$0.90$0.96$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.13$0.35$0.89$0.88$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.09$0.33$0.74$0.75$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.09$0.34$0.70$0.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.11$0.34$0.74$0.74$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.10$0.34$0.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.22$0.37$1.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.14$0.35$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.68$0.22$1.95