Civic Intelligence

Personal Solutions Inc.

990 • Fiscal year 2020 • EIN 25-1836984

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 10, 2021

145 Clark Building RdBedford, PA 15522-9768

(814) 623-5009

Siviq Scores

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

Liabilities / Assets

75th percentile

0.29x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.19x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

47th percentile

4.7%

Higher net margin than 47% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

63rd percentile

14%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$473,283

Up $59,523 (+14%) from 2019

Net Assets

Up

$335,880

Up $34,769 (+12%) from 2019

Liabilities

Up

$137,403

Up $24,754 (+22%) from 2019

Revenue

Up

$735,594

Up $108,826 (+17%) from 2019

Expenses

Up

$700,825

Up $109,999 (+19%) from 2019

Net Income

Down

$34,769

Down $1,173 (-3.3%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $241,254Liabilities 2010: $98,203Net Assets 2010: $143,0512010Assets 2011: $284,076Liabilities 2011: $136,542Net Assets 2011: $147,5342011Assets 2012: $307,244Liabilities 2012: $151,745Net Assets 2012: $155,4992012Assets 2013: $260,673Liabilities 2013: $87,030Net Assets 2013: $173,6432013Assets 2014: $326,277Liabilities 2014: $128,352Net Assets 2014: $197,9252014Assets 2015: $266,900Liabilities 2015: $67,362Net Assets 2015: $199,5382015Assets 2016: $329,000Liabilities 2016: $115,618Net Assets 2016: $213,3822016Assets 2017: $331,858Liabilities 2017: $104,087Net Assets 2017: $227,7712017Assets 2018: $372,418Liabilities 2018: $107,249Net Assets 2018: $265,1692018Assets 2019: $413,760Liabilities 2019: $112,649Net Assets 2019: $301,1112019Assets 2020: $473,283Liabilities 2020: $137,403Net Assets 2020: $335,8802020Assets 2021: $459,495Liabilities 2021: $80,980Net Assets 2021: $378,5152021Assets 2022: $648,597Liabilities 2022: $228,930Net Assets 2022: $419,6672022Assets 2023: $613,226Liabilities 2023: $181,612Net Assets 2023: $431,6142023Assets 2024: $611,164Liabilities 2024: $160,807Net Assets 2024: $450,3572024Assets 2025: $540,967Liabilities 2025: $98,164Net Assets 2025: $442,8032025

Highlighted filing

2020

Assets$473,283
Liabilities$137,403
Net Assets$335,880

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $817,7802010Expenses 2011: $932,6452011Expenses 2012: $791,8862012Expenses 2013: $732,8122013Revenue 2014: $739,939Expenses 2014: $715,657Net Income 2014: $24,2822014Revenue 2015: $702,784Expenses 2015: $701,171Net Income 2015: $1,6132015Revenue 2016: $621,781Expenses 2016: $607,937Net Income 2016: $13,8442016Revenue 2017: $638,515Expenses 2017: $624,126Net Income 2017: $14,3892017Revenue 2018: $662,883Expenses 2018: $625,485Net Income 2018: $37,3982018Revenue 2019: $626,768Expenses 2019: $590,826Net Income 2019: $35,9422019Revenue 2020: $735,594Expenses 2020: $700,825Net Income 2020: $34,7692020Revenue 2021: $688,527Expenses 2021: $645,892Net Income 2021: $42,6352021Revenue 2022: $672,195Expenses 2022: $631,043Net Income 2022: $41,1522022Revenue 2023: $844,312Expenses 2023: $832,365Net Income 2023: $11,9472023Revenue 2024: $743,051Expenses 2024: $724,308Net Income 2024: $18,7432024Revenue 2025: $731,626Expenses 2025: $739,180Net Income 2025: -$7,5542025

Highlighted filing

2020

Revenue$735,594
Expenses$700,825
Net Income$34,769
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 10, 2021
Return Version
2019v5.1
Gross Receipts
$735,594
Mission and Program Overview

Mission

Providing affordable drug and alcohol services to the residents of Bedford County, PA. These services include prevention, intervention, care management, case

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$321,491$395,341▲ $73,850
Pledges and Grants Receivable$52,186$48,489▼ $3,697
Accounts Receivable$31,896$15,198▼ $16,698
Prepaid Expenses and Deferred Charges$8,187$14,255▲ $6,068
Total Assets$413,760$473,283▲ $59,523
Liabilities
Deferred Revenue$55,231$81,362▲ $26,131
Accounts Payable and Accrued Expenses$57,418$56,041▼ $1,377
Total Liabilities$112,649$137,403▲ $24,754
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$301,111$335,880▲ $34,769
Total Net Assets Fund Balance$301,111$335,880▲ $34,769
Total Liabilities and Net Assets / Fund Balance$413,760$473,283▲ $59,523
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kirt MorrisPresident
Brandi HersheyDirector
James DullDirector
Josh LangDirector
Mike LambDirector
Amy RooseSecretary
Matt GodissartTreasurer
Mark BollmanVP
Revenue and Support

Revenue Composition

Contributions and Grants
$678,550
Program Service Revenue
$56,931
Investment Income
$113
Other Revenue
$0
All Other Contributions
$4,884
Change in Net Assets
$34,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,481
Revenue Not Reported on Financial Statements
$113
Other Revenue Adjustments
$113
Total Revenue per Audited Statements
$735,481
Total Revenue per Form 990
$735,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$438,325
Other Expenses$262,500
Total Fundraising Expense$2,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,915$52,126$1,063$238,104
Other Employee Benefits$71,943$25,496$520$97,959
All Other Expenses$51,098$7,056$32$58,186
Current Officers, Directors, Trustees, and Key Employees$42,326$11,931$244$54,501
Occupancy$34,853$7,627$0$42,480
Payroll Taxes$19,579$6,939$142$26,660
Advertising$25,136$0$0$25,136
Pension Plan Contributions$15,497$5,492$112$21,101
Office Expenses$16,574$1,204$25$17,803
Conferences and Meetings$6,605$240$0$6,845
Insurance$4,699$978$0$5,677
Fees for Services Accounting$5,200$0$0$5,200
Other Expenses$2,411$464$0$2,875
Travel$2,415$69$0$2,484
Total Functional Expenses$577,295$121,392$2,138$700,825

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$700,825
Total Expenses per Audited Statements$700,825
Total Expenses per Form 990$700,825
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
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
Filing and Contact Details

Filer

Filer Name
Personal Solutions Inc
EIN
25-1836984
Phone
8146235009
Address
145 Clark Building Rd, Bedford, PA 15522-9768

Signing Officer

Name
Adam R Logsdon
Title
Executive Director
Phone
8146235009
Signed
2021-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam R Logsdon
Formed
1999
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
9

Preparer

Firm
Ritchey Ritchey & Koontz
Address
336 E Pitt Street, Bedford, PA 15522
Preparer
Brad M Koontz
Phone
8146239510
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Executive Dr, Fiscal Officer, & Treasurer review prior to filing.

Pt VI, Line 12C

Conflict of Interest policy monitored by Administration and Board.

Pt VI, Line 15A

Board approves Executive Dr salary after review of comparable positions.

Pt VI, Line 15B

Board approves other salaries after review of comparable positions.

Financial Statement Notes

Pt X, Line 2

PSI is a tax exempt entity under Section 501(c)(3) of the Internal Revenue Code. It is, therefore, also exempt from all federal income taxes. The federal income tax returns of PSI as of and for the years ended June 30, 2020, 2019 and 2018 are subject to examination by the Internal Revenue Service, generally for three years after they were filed. An income tax position may create an income tax contingency for PSI. As of June 30, 2020 and 2019, there were no income tax positions that created an income tax contingency.

Pt XI, Line 4B

Interest income

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IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211753
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt39851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41030
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0568663
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0114
IRS990/PYOtherExpensesAmt0261522
IRS990/PYProgramServiceRevenueAmt057991
IRS990/PYRevenuesLessExpensesAmt035942
IRS990/PYSalariesCompEmpBnftPaidAmt0329304
IRS990/PYTotalExpensesAmt0590826
IRS990/PYTotalRevenueAmt0626768
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt034769
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0735594
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0321491
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0395341
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Program 2015: 16980. 2016: 19055. 2017: 26727. 2018: 57991. 2019: 56931. Description: Other
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0678550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0568663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0636106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0619437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0604783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03107539
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0318
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt056931
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt057991
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt026727
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019055
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016980
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0177684
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94580
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.95470
IRS990ScheduleA/PublicSupportTotal170Amt03107539
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0678550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0568663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0636106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0619437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0604783
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03107539
IRS990ScheduleA/TotalSupportAmt03285541
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0700825
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0113
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0113
IRS990ScheduleD/RevenueSubtotalAmt0735481
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PSI is a tax exempt entity under Section 501(c)(3) of the Internal Revenue Code. It is, therefore, also exempt from all federal income taxes. The federal income tax returns of PSI as of and for the years ended June 30, 2020, 2019 and 2018 are subject to examination by the Internal Revenue Service, generally for three years after they were filed. An income tax position may create an income tax contingency for PSI. As of June 30, 2020 and 2019, there were no income tax positions that created an income tax contingency.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Interest income
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 4b
IRS990ScheduleD/TotalExpensesPerForm990Amt0700825
IRS990ScheduleD/TotalRevenuePerForm990Amt0735594
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0735481
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0700825
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Executive Dr, Fiscal Officer, & Treasurer review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of Interest policy monitored by Administration and Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board approves Executive Dr salary after review of comparable positions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board approves other salaries after review of comparable positions.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0413760
IRS990/TotalAssetsEOYAmt0473283
IRS990/TotalAssetsGrp/BOYAmt0413760
IRS990/TotalAssetsGrp/EOYAmt0473283
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0678550
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02138
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121392
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0577295
IRS990/TotalFunctionalExpensesGrp/TotalAmt0700825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0112649
IRS990/TotalLiabilitiesEOYAmt0137403
IRS990/TotalLiabilitiesGrp/BOYAmt0112649
IRS990/TotalLiabilitiesGrp/EOYAmt0137403
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0301111
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0335880
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0944
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0577295
IRS990/TotalProgramServiceRevenueAmt056931
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt057044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735594
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0413760
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473283

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.41$0.98$4.43$7.32$7.39$0.08
2024Detailed filing. Detailed filing data is available for this year.$6.11$1.61$4.50$7.43$7.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.13$1.82$4.32$8.44$8.32$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.49$2.29$4.20$6.72$6.31$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$0.81$3.79$6.89$6.46$0.43
2020Detailed filing. Detailed filing data is available for this year.$4.73$1.37$3.36$7.36$7.01$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.14$1.13$3.01$6.27$5.91$0.36
2018Detailed filing. Detailed filing data is available for this year.$3.72$1.07$2.65$6.63$6.25$0.37
2017Detailed filing. Detailed filing data is available for this year.$3.32$1.04$2.28$6.39$6.24$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.29$1.16$2.13$6.22$6.08$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.67$2.00$7.03$7.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.26$1.28$1.98$7.40$7.16$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.87$1.74$7.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$1.52$1.55$7.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$1.37$1.48$9.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.98$1.43$8.18