Civic Intelligence

Clio Visualizing History Incorporated

EIN 03-0355660 • Shelburne, VT

PO Box 261Shelburne, VT 05482
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2022

Asset Growth

94th percentile

101%

Faster asset growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$6,874

Up $3,451 (+101%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$6,874

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin65th percentile

Revenue

Up

$32,867

Up $11,444 (+53%) from 2023

Expenses

Down

$29,416

Down $7,665 (-21%) from 2023

Net Income

Up

$3,451

Up $19,109 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $16,346Liabilities 2011: $02011Assets 2012: $8,535Liabilities 2012: $02012Assets 2013: $56,536Liabilities 2013: $02013Assets 2014: $7,143Liabilities 2014: $1Net Assets 2014: $7,1432014Assets 2015: $12,388Liabilities 2015: $1Net Assets 2015: $12,3882015Assets 2016: $10,141Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $14,415Liabilities 2017: $0Net Assets 2017: $14,4152017Assets 2018: $11,136Liabilities 2018: $0Net Assets 2018: $11,1362018Assets 2019: $3,746Liabilities 2019: $1Net Assets 2019: $3,7462019Assets 2020: $5,859Liabilities 2020: $12020Assets 2021: $6,010Liabilities 2021: $0Net Assets 2021: $6,0102021Assets 2022: $19,081Liabilities 2022: $0Net Assets 2022: $19,0812022Assets 2023: $3,423Liabilities 2023: $12023Assets 2024: $6,874Liabilities 2024: $0Net Assets 2024: $6,8742024

Highlighted filing

2024

Assets$6,874
Liabilities$0
Net Assets$6,874
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $35,000Expenses 2011: $28,406Net Income 2011: $6,5942011Revenue 2012: $15,514Expenses 2012: $23,325Net Income 2012: -$7,8112012Revenue 2013: $90,843Expenses 2013: $42,842Net Income 2013: $48,0012013Revenue 2014: $22,143Expenses 2014: $71,536Net Income 2014: -$49,3932014Revenue 2015: $52,422Expenses 2015: $47,177Net Income 2015: $5,2452015Revenue 2016: $45,983Expenses 2016: $48,230Net Income 2016: -$2,2472016Revenue 2017: $37,684Expenses 2017: $33,410Net Income 2017: $4,2742017Revenue 2018: $36,740Expenses 2018: $40,019Net Income 2018: -$3,2792018Revenue 2019: $54,280Expenses 2019: $61,670Net Income 2019: -$7,3902019Revenue 2020: $44,381Expenses 2020: $42,268Net Income 2020: $2,1132020Revenue 2021: $38,061Expenses 2021: $37,910Net Income 2021: $1512021Revenue 2022: $57,679Expenses 2022: $44,608Net Income 2022: $13,0712022Revenue 2023: $21,423Expenses 2023: $37,081Net Income 2023: -$15,6582023Revenue 2024: $32,867Expenses 2024: $29,416Net Income 2024: $3,4512024

Highlighted filing

2024

Revenue$32,867
Expenses$29,416
Net Income$3,451
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,874
Liabilities
$0
Net assets
$6,874
Revenue
$32,867
Expenses
$29,416
Net income
$3,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.00$6.87$32.9$29.4$3.45
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$21.4$37.1$15.7
2022Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$57.7$44.6$13.1
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$38.1$37.9$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$44.4$42.3$2.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$0.00$3.75$54.3$61.7$7.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$36.7$40.0$3.28
2017Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$37.7$33.4$4.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$0.00$46.0$48.2$2.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.4$0.00$12.4$52.4$47.2$5.25
2014Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$22.1$71.5$49.4
2013Summary only. Only limited summary data is available for this year.$56.5$0.00$90.8$42.8$48.0
2012Summary only. Only limited summary data is available for this year.$8.54$0.00$15.5$23.3$7.81
2011Summary only. Only limited summary data is available for this year.$16.3$0.00$35.0$28.4$6.59
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELANIE GUSTAFSONVice President & Director-$10,000-$10,000
LOLA VANWAGENENPresident & DirectorPT$0--
MELANIE TWIGGSSecretaryPT$0--
GEORGE BURRILLTreasurer & DirectorPT$0--
SUSAN WAREDirector-$0--
Filing and Contact Details

Filer

Filer Name
Clio Visualizing History Incorporated
EIN
03-0355660
Phone
8023439928
Address
PO BOX 261, SHELBURNE, VT 05482

Signing Officer

Name
Lola Vanwagenen
Title
President
Phone
8023439928
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
James M Harnish
Phone
8026581808
Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AmortizationSchedule/AmortizationScheduleDetail/AdjustedNetIncomeAmt00
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AmortizationSchedule/AmortizationScheduleDetail/AmortizedAmt01150
AmortizationSchedule/AmortizationScheduleDetail/AmortizedExpensesDesc0TRADEMARK
AmortizationSchedule/AmortizationScheduleDetail/CurrentYearAmortizationAmt077
AmortizationSchedule/AmortizationScheduleDetail/DeductionForPriorYearsAmt0892
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt00
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt0969
ExplnOfNonFilingWithAGStmt/ExplanationTxt0FILING NOT REQUIRED IN VERMONT.
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03423
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CLIOHISTORY.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CLIO CONTINUES TO WORK ON ITS EDUCATION EXHIBITS FOR THE WORLD WIDE WEB, OUR PURPOSE IS TO PROVIDE EDUCATIONAL MATERIAL ABOUT HISTORY WITH AVAILABILITY TO ALL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt036712
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOLLOW YOUR DREAM FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt023 CATAMOUNT DRIVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt061424
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0141375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt042138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061424
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0181148
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0181148
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LOLA VANWAGENEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0969
LandEtcSchedule2/LandEtcGrp/BookValueAmt0181
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0TRADEMARK
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01150
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5260
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3WEBSITE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2864
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32701
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43178
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2864
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt677
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0423
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0423
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0423
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0169
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0REGISTERED AGENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0169
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LOLA VANWAGENEN
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1BURRILL FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 129
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1PO BOX 129
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SHELBURNE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SHELBURNE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1VT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd005482
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd105482
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOLA VANWAGENEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08023439928
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIO VISUALIZING HISTORY INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0CLIO
ReturnHeader/Filer/EIN0030355660
ReturnHeader/Filer/PhoneNum08023439928

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