Civic Intelligence

Clinton County Historical Association

990 • Fiscal year 2013 • EIN 14-1552377

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

98 Ohio Ave12903

(518) 561-0340

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • NTEE A • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.06x

Higher debt load relative to revenue than 51% of similar nonprofits.

2013 filings • NTEE A • $500k-$1M nonprofits • Source year 2013

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

2013 filings • NTEE A • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

71st percentile

$30,226

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 45.6% of source-year revenue.

2013 filings • NTEE A • $500k-$1M nonprofits • Source year 2013

Asset Growth

39th percentile

-1.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$683,732

Down $13,572 (-1.9%) from 2012

Net Assets

Down

$679,648

Down $13,922 (-2.0%) from 2012

Liabilities

Up

$4,084

Up $350 (+9.4%) from 2012

Revenue

$66,344

No earlier filing loaded for comparison.

Expenses

Down

$80,266

Down $722 (-0.9%) from 2012

Net Income

-$13,922

No earlier filing loaded for comparison.

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: $719,885Liabilities 2010: $4,952Net Assets 2010: $714,9332010Assets 2011: $724,450Liabilities 2011: $10,453Net Assets 2011: $713,9972011Assets 2012: $697,304Liabilities 2012: $3,734Net Assets 2012: $693,5702012Assets 2013: $683,732Liabilities 2013: $4,084Net Assets 2013: $679,6482013Assets 2014: $663,962Liabilities 2014: $3,617Net Assets 2014: $660,3452014Assets 2015: $649,439Liabilities 2015: $2,767Net Assets 2015: $646,6722015Assets 2016: $643,327Liabilities 2016: $2,787Net Assets 2016: $640,5402016Assets 2017: $646,201Liabilities 2017: $3,838Net Assets 2017: $642,3632017Assets 2018: $635,628Liabilities 2018: $4,351Net Assets 2018: $631,2772018Assets 2019: $619,902Liabilities 2019: $3,966Net Assets 2019: $615,9362019Assets 2020: $609,113Liabilities 2020: $6,444Net Assets 2020: $602,6692020Assets 2021: $597,489Liabilities 2021: $13,472Net Assets 2021: $584,0172021Assets 2022: $576,745Liabilities 2022: $6,937Net Assets 2022: $569,8082022Assets 2023: $577,678Liabilities 2023: $9,445Net Assets 2023: $568,2332023Assets 2024: $573,728Liabilities 2024: $15,185Net Assets 2024: $558,5432024

Highlighted filing

2013

Assets$683,732
Liabilities$4,084
Net Assets$679,648

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $75,5802010Expenses 2011: $60,9842011Expenses 2012: $80,9882012Revenue 2013: $66,344Expenses 2013: $80,266Net Income 2013: -$13,9222013Revenue 2014: $77,636Expenses 2014: $96,939Net Income 2014: -$19,3032014Revenue 2015: $78,682Expenses 2015: $92,355Net Income 2015: -$13,6732015Revenue 2016: $76,505Expenses 2016: $82,637Net Income 2016: -$6,1322016Revenue 2017: $91,701Expenses 2017: $89,878Net Income 2017: $1,8232017Revenue 2018: $61,227Expenses 2018: $72,313Net Income 2018: -$11,0862018Revenue 2019: $67,230Expenses 2019: $82,570Net Income 2019: -$15,3402019Revenue 2020: $98,292Expenses 2020: $111,559Net Income 2020: -$13,2672020Revenue 2021: $119,421Expenses 2021: $138,075Net Income 2021: -$18,6542021Revenue 2022: $101,092Expenses 2022: $115,301Net Income 2022: -$14,2092022Revenue 2023: $107,179Expenses 2023: $108,754Net Income 2023: -$1,5752023Revenue 2024: $111,266Expenses 2024: $120,956Net Income 2024: -$9,6902024

Highlighted filing

2013

Revenue$66,344
Expenses$80,266
Net Income-$13,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Gross Receipts
$67,341
Mission and Program Overview

Mission

Historical association & museum, and also stewardship of the bluff point lighthouse

Historical association and museum, & stewardship of the bluff point lighthouse

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$347,428$340,083▼ $7,345
Savings and Temporary Cash Investments$331,275$320,512▼ $10,763
Prepaid Expenses and Deferred Charges$6,900$7,300▲ $400
Inventories for Sale or Use$7,100$7,200▲ $100
Cash and Non-Interest-Bearing Accounts$4,000$5,075▲ $1,075
Pledges and Grants Receivable-$2,124-
Accounts Receivable$600$1,437▲ $837
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$697,304$683,732▼ $13,572
Other Assets Total$1$1→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,067$2,643▼ $424
Other Liabilities$667$1,441▲ $774
Total Liabilities$3,734$4,084▲ $350
Net Assets / Fund Balance
Unrestricted Net Assets$646,357$629,516▼ $16,841
Temporarily Rstr Net Assets$47,213$50,132▲ $2,919
Total Net Assets Fund Balance$693,570$679,648▼ $13,922
Total Liabilities and Net Assets / Fund Balance$697,304$683,732▼ $13,572

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$237,952-$237,952
Land$76,100-$76,100
Equipment$56,629-$56,629
Leasehold Improvements$44,535-$44,535
Other Land Buildings$-75,133$75,133-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melissa PeckDirectr/curatorFT$30,226$30,226

Board Members and Trustees

NameTitle
helen nerskaPresident
Geri FavreauVice President
jack mulhollandformer trustee
James BaileyTrustee
Julia DowdTrustee
William Rowe IiiTrustee
adam crosley 2014Trustee
heidi dennisTrustee
john conleyTrustee
joseph congelosi 2014Trustee
luke cyphersTrustee
mary nicknishTrustee
tim konananTrustee
Maurica Gilbertformer Treas
jan coutureSecretary
william laundryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,463
Program Service Revenue
$3,171
Investment Income
$1,746
Other Revenue
$1,964
All Other Contributions
$59,463
Change in Net Assets
$-13,922

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,344
Total Revenue per Audited Statements
$66,344
Total Revenue per Form 990
$66,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,447
Salaries, Compensation, and Employee Benefits$32,819
Total Fundraising Expense$6,763
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,624$7,557$6,045$30,226
Depreciation Depletion$5,889$5,888-$11,777
Insurance$3,739$4,789-$8,528
Occupancy$7,286--$7,286
All Other Expenses$1,387$1,668$200$3,255
Payroll Taxes$1,340$609$487$2,436
Fees for Services Accounting-$1,785-$1,785
Information Technology-$1,595-$1,595
Office Expenses-$1,453-$1,453
Other Expenses$929--$929
Other Employee Benefits$87$39$31$157
Interest-$15-$15
Total Functional Expenses$48,105$25,398$6,763$80,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$80,266
Total Expenses per Audited Statements$80,266
Total Expenses per Form 990$80,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$345
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
other payables$1,414
sales tax collected$27
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

changed some committee structures, and added ability to notify members of meeting by email. changes in documents to be mailed to IRS in cincinnati by Nov. 15, 2014 as required.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

organization has members who have no control except by electing board of trustees

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed at board meeting after audit is complete and before filed with the irs

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflicts are disclosed at board meeting if they occur

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AUDIT AND 990 available upon request, AS ARE POLICIES. 990 IS AVAILABLE THROUGH GUIDESTAR ONLINE

Filing and Contact Details

Filer

EIN
14-1552377
Phone
5185610340

Signing Officer

Name
william laundry
Title
Treasurer
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1945
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
30

Preparer

Preparer
Alexander C Edwards
Phone
5185631600
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - THE CLINTON COUNTY PERMANENT EXHIBIT INTERPRETED THE AREA'S HISTORY FROM THE EARLIEST RECORDED TIMES TO THE PRESENT DAY THROUGH ITS COLLECTIONS OF PAINTINGS, MAPS, FURNITURE AND DECORATIVE ARTS. CCHA PROVIDES AT LEAST 8 HISTORICAL LECTURE PROGRAMS PER YEAR, FREE AND OPEN TO THE PUBLIC.CCHA REGULARLY PARTICIPATES IN THE BATTLE OF PLATTSBURGH EVENT AND OPEN HOUSE AT THE LIGHTHOUSE. THESE EVENTS ALONE PROVIDE OVER 500 CONTACTS WITH MEMBERS OF THE PUBLIC.CCHA ALSO CO-HOSTS A CIVIL WAR RE-ENACTMENT WEEKEND IN august AND PARTICIPATES IN A JOINT "MUSEUM DAYs" EACH YEAR WITH OTHER LOCAL MUSEUMS. EVERYONE ADMITTED FREE AND SPECIAL EVENTS GEARED TOWARD CHILDREN OCCUR THAT DAY. the museum sponsors 2 modest cost civil war camp for 9-13 year olds for a week each July AND AUG. that includes learning the life of a soldier.SPECIAL EXHIBITS ARE REGULARLY PRESENTED ON NORTH COUNTRY THEMES, towns, people and history. COLLECTIONS FEATURE REDFORD GLASS, STAFFORDSHIRE CHINA, PORTRAITURE, PHOTOGRAPHS, TEXTILES and native american artifacts.OPEN ALL YEAR FROM wed-sat, 10 AM-3 PM. HANDICAPPED ACCESS. MUSEUM SHOP INCLUDES BOOKS, PRINTS, TOYS, AND CHILDREN'S WORKBOOKS. SCHOOL GROUPS and other organized youth groups ARE ALLOWED TO TOUR THE MUSEUM FOR FREE.CCHA IS THE STEWARD OF THE bluff point LIGHTHOUSE on VALCOUR ISLAND IN LAKE CHAMPLAIN under a conservation easement. ccha PROVIDES AN ANNUAL CLEANUP AND free OPEN HOUSE DAYS ALL SUMMER WHEN THE BUILDING IS OPEN TO THE PUBLIC. THE LIGHTHOUSE WAS RE-LIT internally IN THE FALL 2004 FOR THE FIRST TIME IN 70 YEARS AND NOW SERVES AS AN AID TO NAVIGATION.

Client Note 2

Client Note 2 - ccha does not recognize revenue when museum collections artifacts are received as donations. No amount is shown as income for these type of noncash donations. Multiple noncash donation received per year. Museum collections are shown on the balance sheet at a token amount of 1.00 as allowed by fasb asc 958-360.

Client Note 3

Client Note 3 - page 6, part vi, section c:states receiving copy of 990: ccha reports to NYS education dept as required yearly. NY has stopped requesting copies of 990 filed and instead had its own form. so no copy of the 990 is actually submitted unless chartering dept requests a copy.

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

EXPENSES RELATED TO THE VALCOUR LIGHTHOUSE ARE SHOWN AS EXPENDITURES FROM RESTRICTED FUNDS. THE STATE OF NY HAS TAKEN OVER RESPONSIBILITY FOR MAJOR MAINTENANCE AND INSURANCE. the co-owner of the land under easement is New York state, not a private owner.

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

the association's collections are comprised of more than 10,000 artifacts including textiles, glassware, art, documents, photographs and more than 20000 glass plate negatives related to clinton county and the history of the north country. the collections are maintained for public exhibition, education, and research in furtherance of public service rather than for financial gain .

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

Major collections include redford glass, staffordshire china, portraits and painting related to the history of clinton county, ny, documents, letters, photographs and glass plate negatives, textiles and other significant objects.

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IRS990/Form990PartVIISectionAGrp/PersonNm13joseph congelosi 2014
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm15helen nerska
IRS990/Form990PartVIISectionAGrp/PersonNm16william laundry
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTR/CURATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3former Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11former trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0345
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt01541
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt087
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IRS990/OtherExpensesGrp/Desc0acca program exp
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IRS990/OtherExpensesGrp/Desc2MUSEUM SUPPLIES
IRS990/OtherExpensesGrp/Desc3Printing and Publications
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IRS990/OtherExpensesGrp/ProgramServicesAmt12021
IRS990/OtherExpensesGrp/ProgramServicesAmt21172
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IRS990/OtherExpensesGrp/TotalAmt12021
IRS990/OtherExpensesGrp/TotalAmt21172
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IRS990/OtherLiabilitiesGrp/BOYAmt0667
IRS990/OtherLiabilitiesGrp/EOYAmt01441
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME & EXP REIMB
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt078
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IRS990/PayrollTaxesGrp/FundraisingAmt0487
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IRS990/PayrollTaxesGrp/ProgramServicesAmt01340
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01678
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11493
IRS990/ProgSrvcAccomActy2Grp/Desc0historical lectures and programs for the public, volunteer labor, costs are minimal
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02021
IRS990/ProgSrvcAccomActy3Grp/Desc0stewardship of the bluff point island lighthouse, volunteer labor, costs are minimal
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0257
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02304
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IRS990/PYOtherExpensesAmt051901
IRS990/PYOtherRevenueAmt01089
IRS990/PYProgramServiceRevenueAmt02506
IRS990/PYRevenuesLessExpensesAmt0-20427
IRS990/PYSalariesCompEmpBnftPaidAmt029087
IRS990/PYTotalExpensesAmt080988
IRS990/PYTotalRevenueAmt060561
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-13922
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0331275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054662

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.74$0.15$5.59$1.11$1.21$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.78$0.09$5.68$1.07$1.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.07$5.70$1.01$1.15$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.97$0.13$5.84$1.19$1.38$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.06$6.03$0.98$1.12$0.13
2019Detailed filing. Detailed filing data is available for this year.$6.20$0.04$6.16$0.67$0.83$0.15
2018Detailed filing. Detailed filing data is available for this year.$6.36$0.04$6.31$0.61$0.72$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.04$6.42$0.92$0.90$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.43$0.03$6.41$0.77$0.83$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.49$0.03$6.47$0.79$0.92$0.14
2014Detailed filing. Detailed filing data is available for this year.$6.64$0.04$6.60$0.78$0.97$0.19
2013Detailed filing. Detailed filing data is available for this year.$6.84$0.04$6.80$0.66$0.80$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.04$6.94$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.10$7.14$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.20$0.05$7.15$0.76