Perkiomen Watershed Conservancy EIN 23-6420112 Form 990 (PDF) Claim this org

Perkiomen Watershed Conservancy

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Educates the public about their local environment. For fiscal year 2024 it reported $589K in revenue, $581K in expenses, and $559K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Schwenksville, PA
Website
www.perkiomenwatershed.org
Filings
5 on file (2020–2024)
Revenue
$589KFY2024
Expenses
$581K
Net assets
$559K
People
22
Filings
5
Updates
0
More identity details & actions ⌄
EIN  23-6420112 Public charity (501(c)(3)) Schwenksville, PA
Form 990 (PDF)
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Size
$100K–1M
What they do
Educates the public about their local environment.
Leadership
Ryan Beltz · Executive Dir. · $102K
Money in and out
$589K revenue, $581K expenses
Bottom line
80% program efficiency
Where the money goes · FY2024
Total revenue
$589K
Pt VIII · Ln 12
Total expenses
$581K
Pt IX · Ln 25
Net assets
$559K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $8K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.18 Fundraising $0.02
Program efficiency
80%
of spending reaches programs▼ -6% vs prior filing year
Operating runway
5.5mo
months of highly liquid reserves at operating expense rate▼ -8% vs prior filing year
Surplus margin
+1%
revenue over expenses, this year▼ -92% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$589K
FY2024▼ -22%
Expenses
$581K
FY2024▼ -7%
Total assets
$561K
FY2024▲ +0.9%
Total liabilities
$2K
FY2024▼ -54%
Total revenue
$589K
Pt VIII · Ln 12
Total expenses
$581K
Pt IX · Ln 25
Net assets
$559K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$8K
Total assetsPt X · Ln 16$561K
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 321
Independent voting membersPt I · Ln 421
Mission & Programs · Part III

Where the work happens

1 program service account for $464K of program spending, described in the organization's own filed words · FY2024.
01

The organization's most significant activity is water conservation and environmental education.

$464Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CPerkiomen Watershed Conservancy
EINHdr · item D23-6420112
Principal addressHdr · item CSchwenksville, PA
WebsiteHdr · item Jwww.perkiomenwatershed.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFOct 1966

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a21
Independent voting membersPt VI · Ln 1b21
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Dir.
$101,769Pt VII · Sec A
$0Pt VII · Sec A
Board Vicechair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ryan Beltz$101,769$89,769$79,339$76,559$75,342

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$428K · 73%
Program service revenue$82K · 14%
Other revenue$58K · 10%
Investment income$20K · 3%
Contributions & grants73%$428K
Program service revenue14%$82K
Other revenue10%$58K
Investment income3%$20K
— government grantsLn 1e$48K
Total revenueLn 12$589K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.18 Fundraising $0.02
Program services80%$464K
Management & general18%$103K
Fundraising2%$14K
Total functional expensesLn 25$581K

Balance Sheet

Part X · end of year
CashLn 1$156K
Total assetsLn 16$561K
Total liabilitiesLn 26$2K
Total net assetsLn 32$559K
Months of cash on handcomputed3.2

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $250K · Operating expenses (Pt IX) $581K · Less non-cash grants $32K · Cash operating expenses/yr $549K
5.5 months
Where the money goes
Program services
Program services $464K · Total expenses $581K
80%
Management & General
Management & general $103K · Total expenses $581K
18%
Fundraising
Fundraising $14K · Total expenses $581K
2%
Cost to raise $1
Fundraising expense (3-yr avg) $57K · Solicited contributions (3-yr avg) $470K
$0.12 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $428K · Total revenue $589K
73%
Government reliance
Government grants $48K · Total revenue $589K
8%
Earned-income share
Program service revenue $82K · Total revenue $589K
14%
Investment reliance
Investment income $20K · Total revenue $589K
+3%
Program self-sufficiency
Program service revenue $82K · Total expenses $581K
14%
Growth & trend
Revenue growth (YoY)
This year $589K · Prior year $753K
-22%
Revenue CAGR
FY2020 $283K · FY2024 $589K
+20%
Net-asset trend (YoY)
End of year $559K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $589K · Expenses $581K
+1%
Liabilities-to-Assets
Total liabilities — · Total assets $561K
Net-asset ratio
Net assets $559K · Total assets $561K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $93K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $561K
17%
People & payroll
Highest Reported Total Compensation
Individual Ryan Beltz · Reported title EXECUTIVE DIR. · Highest reported compensation $102K · Total expenses $581K
18%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $374K · Total expenses $581K
64%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 18%
Fundraising cost ratio 3%
Revenue growth -22%
Legal fee ratio 0.2%
Accounting fee ratio 1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 2 funders$30K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$589K revenue · viewing · ⤓ 990 PDF
FY2023$753K revenue · ⤓ 990 PDF
FY2022$647K revenue · ⤓ 990 PDF
FY2021$497K revenue · ⤓ 990 PDF
FY2020$283K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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