Weatherization INC FY2023 filing

Tax-deductible

Huntingdon, PA501(c)(3)HousingEIN 25-1513858Revenue $866K in FY2023

On file with the IRS917 Mifflin St, 16652-1817 · Huntingdon, PATax-exempt since Jun 1987Publicly supported charity — 170(b)(1)(A)(vi)

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To assist eligible low & moderate income families maintain adequate housing - see attached statement

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$48K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $7K a year · 1% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$48K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$156K
128% of total assets
Concern: liabilities are 128% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$866K
+48% vs prior year
Spent
$837K
To programs
91%
Net assets
−$34K
By yearFY2020–FY2025
Revenue
$866K
FY2023▲ +48%
Tap a bar for its year
Revenue by fiscal year
FY2020$542K
FY2021$508K
FY2022$585K
FY2023$866K
FY2024$907K
FY2025$878K
Expenses
$837K
FY2023▲ +47%
Tap a bar for its year
Expenses by fiscal year
FY2020$573K
FY2021$502K
FY2022$570K
FY2023$837K
FY2024$894K
FY2025$866K
Net assets
−$34K
FY2023▲ +46%
Tap a bar for its year
Net assets by fiscal year
FY2020−$85K
FY2021−$78K
FY2022−$63K
FY2023−$34K
FY2024−$21K
FY2025−$10K

From the FY2023 Form 990 (year ending June 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $758K Management & general 9% · $79K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $48K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$48,275Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretarytreasurer
$0Pt VII · Sec A

Becky S Beck’s $51K as Executive Director is at the 40th percentile of top reported officer pay among 851 $100K–1M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Becky S Beck$51,275$49,213$48,275$43,882$45,988$46,269

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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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps eligible low-income families keep their homes.

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Provided by the organization

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2 programs · $758K · in their own filed words · FY2022
01

Weatherization

The corporation contracts with the commonwealth of pennsylvania, department of community and economic development, to provide weatherization services to low income persons. Funding for this program is provided by, and passed through from, the federal department of energy, weatherization assistance for low income persons program, and the…

$563Kprogram expense
02

The corporation contracts with the first energy corporation to help low income customers conserve energy and reduce monthly utility bills through the direct installation of energy efficiency measures, and personalized education and counseling.

$195Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$866K
Ln 12
Gifts and grantsLn 1h$610K
Fees for servicesLn 2g$256K
Investment incomeLn 3$12
Money outPt IX
$837K
Ln 25
Programscol B$758K
Managementcol C$79K
Owns and owesPt X
−$34K
net assets · Ln 32
Cash and savingsLn 1–2$86K
Total assetsLn 16$122K
LiabilitiesLn 26$156K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$610K
Government grantsLn 1e$610K
Fees for servicesLn 2g$256K
Investment incomeLn 3$12
Total revenueLn 12$866K
Assets in detailPt X, end of year
CashLn 1$86K
Cash and savings togetherLn 1–2$86K
Total assetsLn 16$122K
LiabilitiesLn 26$156K
Net assetsLn 32−$34K
OperationsPt I, VI
EmployeesI 54
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$16K$86K
Total assetsLn 16$74K$122K
LiabilitiesLn 26$137K$156K
Net assetsLn 32−$63K−$34K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$49K$44K$5K
Other salaries and wagesLn 7$96K$66K$29K
Pension plan contributionsLn 8$5K$3K$1K
Other employee benefitsLn 9$17K$13K$4K
Payroll taxesLn 10$12K$9K$3K
Accounting feesLn 11c$3K$3K
Advertising and promotionLn 12$677$677
Office expensesLn 13$13K$4K$9K
OccupancyLn 16$11K$11K
TravelLn 17$11K$11K
InterestLn 20$6K$6K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$608K$607K$1K
Total functional expensesLn 25$837K$758K$79K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $878K$866K$12K−$10K 990 PDF
FY2024 $907K$894K$13K−$21K 990 PDF
FY2023 Viewing $866K$837K$29K−$34K 990 PDF
FY2022 $585K$570K$15K−$63K 990 PDF
FY2021 $508K$502K$7K−$78K 990 PDF
FY2020 $542K$573K−$31K−$85K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $866,075 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $443,925$609,935
I-9 Program service revenuePrior year $141,457$256,128
I-10 Investment incomePrior year $9$12
I-11 Other revenue$0
I-12 Total revenuePrior year $585,391$866,075
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $122,448$177,469
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $447,614$659,600
I-18 Total expensesPrior year $570,062$837,069
I-19 Revenue less expensesPrior year $15,329$29,006
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $866,075 across 5 lines filed
VIII-1e Government grants$609,935
VIII-1h Total contributions, gifts and grants$609,935
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $256,128$256,128
VIII-3 Investment incomeRelated to mission $12$12
VIII-12 Total revenueRelated to mission $256,140 · Unrelated business $0 · Excluded from tax $0$866,075
Part IX · Statement of functional expenses $837,069 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $43,852 · Management $4,873$48,725
IX-7 Other salaries and wagesPrograms $66,251 · Management $29,263$95,514
IX-8 Pension plan contributionsPrograms $3,471 · Management $1,076$4,547
IX-9 Other employee benefitsPrograms $12,715 · Management $3,942$16,657
IX-10 Payroll taxesPrograms $9,180 · Management $2,846$12,026
IX-11c Accounting feesManagement $2,835$2,835
IX-12 Advertising and promotionManagement $677$677
IX-13 Office expensesPrograms $4,129 · Management $8,551$12,680
IX-16 OccupancyManagement $10,620$10,620
IX-17 TravelPrograms $11,451$11,451
IX-20 InterestManagement $5,634$5,634
IX-23 InsuranceManagement $7,541$7,541
IX-24 Other expenses (24a–d)Programs $606,936 · Management $1,226$608,162
IX-25 Total functional expensesPrograms $757,985 · Management $79,084 · Fundraising $0$837,069
Part X · Balance sheet $121,993 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $16,118$85,807
X-3 Pledges and grants receivableStart of year $57,323$35,357
X-9 Prepaid expenses and deferred chargesStart of year $829$829
X-16 Total assetsStart of year $74,270$121,993
X-17 Accounts payable and accrued expensesStart of year $47,995$83,380
X-19 Deferred revenueStart of year $16,721$16,636
X-24 Unsecured notes and loans payableStart of year $70,635$54,000
X-25 Other liabilitiesStart of year $2,075$2,127
X-26 Total liabilitiesStart of year $137,426$156,143
X-27 Net assets without donor restrictionsStart of year −$63,156−$34,150
X-32 Total net assets or fund balancesStart of year −$63,156−$34,150
X-33 Total liabilities and net assetsStart of year $74,270$121,993
Part XI · Reconciliation of net assets −$34,150 net assets at year end
XI-1 Total revenue$866,075
XI-2 Total expenses$837,069
XI-3 Revenue less expenses$29,006
XI-4 Net assets at start of year−$63,156
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$34,150

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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