Civic Intelligence

Personal Solutions Inc.

990 • Fiscal year 2022 • EIN 25-1836984

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 08, 2023

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

83rd percentile

0.35x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.34x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

50th percentile

6.1%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

84th percentile

41%

Faster asset growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-2.4%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$648,597

Up $189,102 (+41%) from 2021

Net Assets

Up

$419,667

Up $41,152 (+11%) from 2021

Liabilities

Up

$228,930

Up $147,950 (+183%) from 2021

Revenue

Down

$672,195

Down $16,332 (-2.4%) from 2021

Expenses

Down

$631,043

Down $14,849 (-2.3%) from 2021

Net Income

Down

$41,152

Down $1,483 (-3.5%) from 2021

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

2022

Assets$648,597
Liabilities$228,930
Net Assets$419,667

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

2022

Revenue$672,195
Expenses$631,043
Net Income$41,152
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 8, 2023
Return Version
2021v4.1
Gross Receipts
$672,195
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$346,594$366,456▲ $19,862
Pledges and Grants Receivable$75,363$116,586▲ $41,223
Prepaid Expenses and Deferred Charges$11,953$17,687▲ $5,734
Accounts Receivable$25,585$13,291▼ $12,294
Total Assets$488,643$648,597▲ $159,954
Other Assets Total$29,148$134,577▲ $105,429
Liabilities
Other Liabilities$0$101,913▲ $101,913
Accounts Payable and Accrued Expenses$72,074$68,475▼ $3,599
Deferred Revenue$38,054$58,542▲ $20,488
Total Liabilities$110,128$228,930▲ $118,802
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$378,515$419,667▲ $41,152
Total Net Assets Fund Balance$378,515$419,667▲ $41,152
Total Liabilities and Net Assets / Fund Balance$488,643$648,597▲ $159,954

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$134,577--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$616,617
Program Service Revenue
$55,530
Investment Income
$48
Other Revenue
$0
All Other Contributions
$2,050
Change in Net Assets
$41,152

Audited Revenue Reconciliation

Revenue per Audited Statements
$672,147
Revenue Not Reported on Financial Statements
$48
Other Revenue Adjustments
$48
Total Revenue per Audited Statements
$672,147
Total Revenue per Form 990
$672,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$358,829
Other Expenses$272,214
Total Fundraising Expense$1,825
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$134,887$40,347$822$176,056
Other Employee Benefits$64,659$23,209$474$88,342
Current Officers, Directors, Trustees, and Key Employees$44,000$13,159$270$57,429
All Other Expenses$41,510$6,771$37$48,318
Advertising$42,877$0$0$42,877
Occupancy$26,402$11,696$0$38,098
Office Expenses$36,704$1,195$24$37,923
Payroll Taxes$15,325$5,501$112$20,938
Pension Plan Contributions$11,757$4,221$86$16,064
Insurance$4,853$1,291$0$6,144
Fees for Services Accounting$5,300$0$0$5,300
Conferences and Meetings$0$813$0$813
Travel$608$148$0$756
Other Expenses$242$221$0$463
Total Functional Expenses$520,056$109,162$1,825$631,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$631,043
Total Expenses per Audited Statements$631,043
Total Expenses per Form 990$631,043
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long term operating lease liability$101,913
Fed income taxes$0
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
2023-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam R Logsdon
Formed
1999
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
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, 2022, 2021 and 2020 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, 2022 and 2021, there were no income tax positions that created an income tax contingency.

Pt XI, Line 4B

Interest income

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IRS990/PYContributionsGrantsAmt0630679
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt051
IRS990/PYOtherExpensesAmt0217186
IRS990/PYProgramServiceRevenueAmt057797
IRS990/PYRevenuesLessExpensesAmt042635
IRS990/PYSalariesCompEmpBnftPaidAmt0428706
IRS990/PYTotalExpensesAmt0645892
IRS990/PYTotalRevenueAmt0688527
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt041152
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0672195
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346594
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0366456
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Program 2017: 26727. 2018: 57991. 2019: 56931. 2020: 57797. 2021: 55530. Description: Other
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0616617
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0630679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0678550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0568663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0636106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03130615
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0113
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0376
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt055530
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt057797
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt056931
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt057991
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt026727
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0254976
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92460
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.93470
IRS990ScheduleA/PublicSupportTotal170Amt03130615
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0616617
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0630679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0678550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0568663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0636106
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03130615
IRS990ScheduleA/TotalSupportAmt03385967
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0631043
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0134577
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating lease right-of-use
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1101913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Fed income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Long term operating lease liability
IRS990ScheduleD/OtherRevenuesNotIncludedAmt048
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt048
IRS990ScheduleD/RevenueSubtotalAmt0672147
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, 2022, 2021 and 2020 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, 2022 and 2021, 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/TotalBookValueOtherAssetsAmt0134577
IRS990ScheduleD/TotalExpensesPerForm990Amt0631043
IRS990ScheduleD/TotalLiabilityAmt0101913
IRS990ScheduleD/TotalRevenuePerForm990Amt0672195
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0672147
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0631043
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/TotalAssetsBOYAmt0488643
IRS990/TotalAssetsEOYAmt0648597
IRS990/TotalAssetsGrp/BOYAmt0488643
IRS990/TotalAssetsGrp/EOYAmt0648597
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0616617
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01825
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0109162
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0520056
IRS990/TotalFunctionalExpensesGrp/TotalAmt0631043
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0110128
IRS990/TotalLiabilitiesEOYAmt0228930
IRS990/TotalLiabilitiesGrp/BOYAmt0110128
IRS990/TotalLiabilitiesGrp/EOYAmt0228930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0378515
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0419667
IRS990/TotalProgramServiceExpensesAmt0520056
IRS990/TotalProgramServiceRevenueAmt055530
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0672195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0488643
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0648597
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0148
IRS990/TravelGrp/ProgramServicesAmt0608
IRS990/TravelGrp/TotalAmt0756
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

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