Civic Intelligence

Schenectady County Historical Society

990 • Fiscal year 2017 • EIN 14-1401793

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 26, 2017

32 Washington AvenueSchenectady, NY 12305

(518) 374-0263

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.04x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Asset Growth

52nd percentile

3.6%

Faster asset growth than 52% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$7,601,106

Up $265,084 (+3.6%) from 2016

Net Assets

Up

$7,567,442

Up $257,047 (+3.5%) from 2016

Liabilities

Up

$33,664

Up $8,037 (+31%) from 2016

Revenue

Up

$914,666

Up $335,656 (+58%) from 2016

Expenses

Up

$657,619

Up $47,271 (+7.7%) from 2016

Net Income

Up

$257,047

Up $288,385 (+920%) from 2016

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $7,016,410Liabilities 2011: $337,287Net Assets 2011: $6,679,1232011Assets 2012: $7,059,074Liabilities 2012: $6,183Net Assets 2012: $7,052,8912012Assets 2013: $7,157,217Liabilities 2013: $17,134Net Assets 2013: $7,140,0832013Assets 2014: $7,342,963Liabilities 2014: $14,700Net Assets 2014: $7,328,2632014Assets 2015: $7,365,563Liabilities 2015: $23,830Net Assets 2015: $7,341,7332015Assets 2016: $7,336,022Liabilities 2016: $25,627Net Assets 2016: $7,310,3952016Assets 2017: $7,601,106Liabilities 2017: $33,664Net Assets 2017: $7,567,4422017Assets 2018: $7,941,508Liabilities 2018: $41,776Net Assets 2018: $7,899,7322018Assets 2019: $7,989,396Liabilities 2019: $66,316Net Assets 2019: $7,923,0802019Assets 2020: $7,424,217Liabilities 2020: $59,411Net Assets 2020: $7,364,8062020Assets 2021: $9,061,043Liabilities 2021: $541,802Net Assets 2021: $8,519,2412021Assets 2022: $8,970,845Liabilities 2022: $440,613Net Assets 2022: $8,530,2322022Assets 2023: $8,779,199Liabilities 2023: $433,272Net Assets 2023: $8,345,9272023Assets 2024: $9,172,563Liabilities 2024: $429,500Net Assets 2024: $8,743,0632024Assets 2025: $9,311,770Liabilities 2025: $448,650Net Assets 2025: $8,863,1202025

Highlighted filing

2017

Assets$7,601,106
Liabilities$33,664
Net Assets$7,567,442

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $502,9232011Revenue 2012: $972,695Expenses 2012: $598,927Net Income 2012: $373,7682012Expenses 2013: $648,9392013Revenue 2014: $790,131Expenses 2014: $601,951Net Income 2014: $188,1802014Revenue 2015: $620,140Expenses 2015: $606,670Net Income 2015: $13,4702015Revenue 2016: $579,010Expenses 2016: $610,348Net Income 2016: -$31,3382016Revenue 2017: $914,666Expenses 2017: $657,619Net Income 2017: $257,0472017Revenue 2018: $1,053,170Expenses 2018: $720,880Net Income 2018: $332,2902018Revenue 2019: $782,770Expenses 2019: $759,422Net Income 2019: $23,3482019Revenue 2020: $206,886Expenses 2020: $765,160Net Income 2020: -$558,2742020Revenue 2021: $854,471Expenses 2021: $695,610Net Income 2021: $158,8612021Revenue 2022: $1,267,522Expenses 2022: $771,438Net Income 2022: $496,0842022Revenue 2023: $1,122,937Expenses 2023: $936,038Net Income 2023: $186,8992023Revenue 2024: $949,708Expenses 2024: $930,647Net Income 2024: $19,0612024Revenue 2025: $1,079,222Expenses 2025: $954,756Net Income 2025: $124,4662025

Highlighted filing

2017

Revenue$914,666
Expenses$657,619
Net Income$257,047
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 26, 2017
Return Version
2016v3.0
Gross Receipts
$914,666
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,643,276$3,493,190▼ $150,086
Investments in Publicly Traded Securities$3,470,247$3,211,199▼ $259,048
Cash and Non-Interest-Bearing Accounts$221,758$890,173▲ $668,415
Total Assets$7,336,022$7,601,106▲ $265,084
Other Assets Total$741$6,544▲ $5,803
Liabilities
Accounts Payable and Accrued Expenses$25,627$33,664▲ $8,037
Total Liabilities$25,627$33,664▲ $8,037
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,660,425$3,807,979▲ $147,554
Unrestricted Net Assets$3,649,970$3,759,463▲ $109,493
Total Net Assets Fund Balance$7,310,395$7,567,442▲ $257,047
Total Liabilities and Net Assets / Fund Balance$7,336,022$7,601,106▲ $265,084

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,915,023$1,495,595$4,410,618
Land$547,778-$547,778
Equipment$30,389$161,522$191,911
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$477,742
Program Service Revenue
$0
Investment Income
$159,319
Other Revenue
$277,605
All Other Contributions
$447,892
Change in Net Assets
$257,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$390,000
Salaries, Compensation, and Employee Benefits$267,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$267,619$0$0$267,619
Depreciation Depletion$157,166$0$0$157,166
All Other Expenses$147,278$0$0$147,278
Occupancy$32,313$0$0$32,313
Insurance$19,937$0$0$19,937
Office Expenses$11,142$0$0$11,142
Other Expenses$5,948$0$0$5,948
Total Functional Expenses$657,619$0$0$657,619
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
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Schenectady County Historical Society
EIN
14-1401793
Phone
5183740263
Address
32 WASHINGTON AVENUE, SCHENECTADY, NY 12305

Signing Officer

Name
John Halstead
Title
Treasurer
Phone
5183740263
Signed
2017-07-26
Discuss with paid preparer
Yes

Organization Details

Formed
1905
Legal Domicile
Ny
Voting Board Members
23
Independent Board Members
23
Employees
9
Volunteers
30

Preparer

Firm
Joseph J Dimura Jr CPA
Address
PO BOX 102, EAST GREENBUSH, NY 12061
Preparer
Joseph J Dimura Jr
Phone
5184771287
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Finance committee conducts review prior to filing of the form 990

Pt VI, Line 19

Documents available upon request

Pt VI, Line 8A

MINUTES RECORDED

Form 990, Part IX, Line 24E

Library & museum 14595. 14595. 0. 0.

Form 990, Part IX, Line 24E

Franchere education center 3013. 3013. 0. 0.

Form 990, Part IX, Line 24E

Mabee farm 86620. 86620. 0. 0.

Form 990, Part IX, Line 24E

Publicity 10443. 10443. 0. 0.

Form 990, Part IX, Line 24E

Grant expense 15961. 15961. 0. 0.

Form 990, Part IX, Line 24E

Gift shop 7565. 7565. 0. 0.

Form 990, Part IX, Line 24E

Special events 6532. 6532. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous 2549. 2549. 0. 0.

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IRS990/OfficeExpensesGrp/TotalAmt011142
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0741
IRS990/OtherAssetsTotalGrp/EOYAmt06544
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1FEES & LICENSES
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt05298
IRS990/OtherExpensesGrp/ProgramServicesAmt13457
IRS990/OtherExpensesGrp/ProgramServicesAmt27461
IRS990/OtherExpensesGrp/ProgramServicesAmt35948
IRS990/OtherExpensesGrp/TotalAmt05298
IRS990/OtherExpensesGrp/TotalAmt13457
IRS990/OtherExpensesGrp/TotalAmt27461
IRS990/OtherExpensesGrp/TotalAmt35948
IRS990/OtherRevenueMiscGrp/BusinessCd0813410
IRS990/OtherRevenueMiscGrp/BusinessCd1813410
IRS990/OtherRevenueMiscGrp/BusinessCd2813410
IRS990/OtherRevenueMiscGrp/Desc0REALIZED & UNREALIZED GAINS ON INVESTMENTS
IRS990/OtherRevenueMiscGrp/Desc1SPECIAL EVENTS
IRS990/OtherRevenueMiscGrp/Desc2GIFT SHOP
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0145771
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt183495
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt212972
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0145771
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt183495
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212972
IRS990/OtherRevenueTotalAmt0250281
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0267619
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267619
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03660425
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03807979
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JOHN HALSTEAD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0346300
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0165466
IRS990/PYOtherExpensesAmt0361487
IRS990/PYOtherRevenueAmt067244
IRS990/PYRevenuesLessExpensesAmt0-31338
IRS990/PYSalariesCompEmpBnftPaidAmt0248861
IRS990/PYTotalExpensesAmt0610348
IRS990/PYTotalRevenueAmt0579010
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0257047
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt027324
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0914666
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0477742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0346300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0342513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0331160
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0337050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01834765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0159319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0165466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0171407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0170612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0110504
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0777308
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70240
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.74250
IRS990ScheduleA/PublicSupportTotal170Amt01834765
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0477742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0346300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0342513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0331160
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0337050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01834765
IRS990ScheduleA/TotalSupportAmt02612073
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02915023
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01495595
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04410618
IRS990ScheduleD/EquipmentGrp/BookValueAmt030389
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0161522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0191911
IRS990ScheduleD/LandGrp/BookValueAmt0547778
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0547778
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03493190
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCE COMMITTEE CONDUCTS REVIEW PRIOR TO FILING OF THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES RECORDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIBRARY & MUSEUM 14595. 14595. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FRANCHERE EDUCATION CENTER 3013. 3013. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MABEE FARM 86620. 86620. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PUBLICITY 10443. 10443. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANT EXPENSE 15961. 15961. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GIFT SHOP 7565. 7565. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SPECIAL EVENTS 6532. 6532. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS 2549. 2549. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.31$0.45$8.86$1.08$0.95$0.12
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.43$8.74$0.95$0.93$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.78$0.43$8.35$1.12$0.94$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.97$0.44$8.53$1.27$0.77$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.06$0.54$8.52$0.85$0.70$0.16
2020Detailed filing. Detailed filing data is available for this year.$7.42$0.06$7.36$0.21$0.77$0.56
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.07$7.92$0.78$0.76$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.94$0.04$7.90$1.05$0.72$0.33
2017Detailed filing. Detailed filing data is available for this year.$7.60$0.03$7.57$0.91$0.66$0.26
2016Detailed filing. Detailed filing data is available for this year.$7.34$0.03$7.31$0.58$0.61$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.37$0.02$7.34$0.62$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$7.34$0.01$7.33$0.79$0.60$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.16$0.02$7.14$0.65
2012Summary only. Only limited summary data is available for this year.$7.06$0.01$7.05$0.97$0.60$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$0.34$6.68$0.50