Civic Intelligence

Austerlitz Historical Society

990 • Fiscal year 2017 • EIN 14-1758407

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 24, 2018

PO Box 144Austerlitz, NY 12017

(518) 392-0062

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$11,980

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

196%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$876,180

Up $80,787 (+10%) from 2016

Net Assets

Up

$874,666

Up $80,487 (+10%) from 2016

Liabilities

Up

$1,514

Up $300 (+25%) from 2016

Revenue

Up

$176,856

Up $117,164 (+196%) from 2016

Expenses

Up

$96,369

Up $3,582 (+3.9%) from 2016

Net Income

Up

$80,487

Up $113,582 (+343%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $746,492Liabilities 2011: $0Net Assets 2011: $746,4922011Assets 2012: $749,643Liabilities 2012: $875Net Assets 2012: $748,7682012Assets 2014: $778,500Liabilities 2014: $1,106Net Assets 2014: $777,3942014Assets 2015: $828,261Liabilities 2015: $987Net Assets 2015: $827,2742015Assets 2016: $795,393Liabilities 2016: $1,214Net Assets 2016: $794,1792016Assets 2017: $876,180Liabilities 2017: $1,514Net Assets 2017: $874,6662017Assets 2018: $940,626Liabilities 2018: $1,802Net Assets 2018: $938,8242018Assets 2019: $906,812Liabilities 2019: $1,982Net Assets 2019: $904,8302019Assets 2020: $910,191Liabilities 2020: $6,305Net Assets 2020: $903,8862020Assets 2021: $912,402Liabilities 2021: $1,196Net Assets 2021: $911,2062021Assets 2022: $1,071,662Liabilities 2022: $0Net Assets 2022: $1,071,6622022Assets 2023: $1,254,893Liabilities 2023: $411Net Assets 2023: $1,254,4822023Assets 2024: $1,319,240Liabilities 2024: $1,062Net Assets 2024: $1,318,1782024

Highlighted filing

2017

Assets$876,180
Liabilities$1,514
Net Assets$874,666

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $92,818Expenses 2011: $61,512Net Income 2011: $31,3062011Revenue 2012: $75,783Expenses 2012: $73,507Net Income 2012: $2,2762012Revenue 2014: $68,224Expenses 2014: $88,542Net Income 2014: -$20,3182014Revenue 2015: $151,455Expenses 2015: $101,575Net Income 2015: $49,8802015Revenue 2016: $59,692Expenses 2016: $92,787Net Income 2016: -$33,0952016Revenue 2017: $176,856Expenses 2017: $96,369Net Income 2017: $80,4872017Revenue 2018: $205,839Expenses 2018: $141,681Net Income 2018: $64,1582018Revenue 2019: $63,040Expenses 2019: $117,003Net Income 2019: -$53,9632019Revenue 2020: $77,053Expenses 2020: $99,957Net Income 2020: -$22,9042020Revenue 2021: $82,390Expenses 2021: $126,316Net Income 2021: -$43,9262021Revenue 2022: $386,517Expenses 2022: $193,263Net Income 2022: $193,2542022Revenue 2023: $418,500Expenses 2023: $232,829Net Income 2023: $185,6712023Revenue 2024: $227,541Expenses 2024: $175,950Net Income 2024: $51,5912024

Highlighted filing

2017

Revenue$176,856
Expenses$96,369
Net Income$80,487
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 24, 2018
Return Version
2017v2.3
Gross Receipts
$190,155
Mission and Program Overview

Mission

To preserve, protect, and interpret the history of austerlitz. Efforts will be devoted to safeguarding our heritage, fostering civic pride, and promoting historic resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$452,224$427,105▼ $25,119
Savings and Temporary Cash Investments$129,469$136,269▲ $6,800
Cash and Non-Interest-Bearing Accounts$57,444$56,550▼ $894
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$795,393$876,180▲ $80,787
Other Assets Total$156,256$256,256▲ $100,000
Liabilities
Accounts Payable and Accrued Expenses$1,214$1,514▲ $300
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,214$1,514▲ $300
Net Assets / Fund Balance
Unrestricted Net Assets$733,881$711,568▼ $22,313
Permanently Rstr Net Assets$50,000$150,000▲ $100,000
Temporarily Rstr Net Assets$10,298$13,098▲ $2,800
Total Net Assets Fund Balance$794,179$874,666▲ $80,487
Total Liabilities and Net Assets / Fund Balance$795,393$876,180▲ $80,787

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$347,441$277,519$624,960
Land$77,000-$77,000
Equipment$2,664$17,714$20,378
Other Assets Org$150,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$50,000$100,000--$150,000
2016-$50,000--$50,000
2015-$50,000--$50,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anne CipkowskiDirectorPT$11,980$11,980

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$138,347
Program Service Revenue
$2,499
Investment Income
$787
Other Revenue
$35,223
All Other Contributions
$125,537
Change in Net Assets
$80,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,379
Salaries, Compensation, and Employee Benefits$26,990
Total Fundraising Expense$542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$25,119--$25,119
All Other Expenses$15,603$2,688-$18,291
Other Salaries and Wages$9,587$3,196-$12,783
Current Officers, Directors, Trustees, and Key Employees$8,985$2,995-$11,980
Insurance$9,320--$9,320
Occupancy$7,159--$7,159
Office Expenses-$6,421-$6,421
Payroll Taxes$1,671$556-$2,227
Advertising$543-$542$1,085
Other Expenses$192--$192
Total Functional Expenses$79,971$15,856$542$96,369
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,522
Fundraising Direct Expenses$13,299
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blueberry Festi$39,549$39,549$1,719$37,830
Autumn in Auste$8,973$8,973$1,484$7,489
Total Events$48,522$48,522$13,299$35,223
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 12C Conflict of Interest Disclosure

Board members and trustees are inquired of and required to disclose any conflicts of interest with austerlitz historical society

Filing and Contact Details

Filer

Filer Name
Austerlitz Historical Society
EIN
14-1758407
In Care Of
% KRISTIN DAVIS
Phone
5183920062
Address
PO BOX 144, AUSTERLITZ, NY 12017

Signing Officer

Name
Kristin Davis
Title
Treasurer
Phone
5183922505
Signed
2018-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Davis
Formed
1988
Legal Domicile
Ny
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
50

Preparer

Firm
Pattison Koskey Howe Bucci Pc
Address
1 HUDSON CITY CENTRE STE 203, HUDSON, NY 12534
Preparer
A Michael Bucci
Phone
5188281565
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 24 - Other Expenses

Description:gifts total expenses:2515 program services:2515

Form 990 Part IX Line 24 - Other Expenses

Description:book total expenses:3300 program services:3300

Form 990 Part IX Line 24 - Other Expenses

Description:annual expenses total expenses:8199 program services:8199

Form 990 Part IX Line 24 - Other Expenses

Description:workshops total expenses:1589 program services:1589

Form 990 Part IX Line 24 - Other Expenses

Description:quarterly meeting total expenses:22 management and general:22

Form 990 Part IX Line 24 - Other Expenses

Description:finance committee total expenses:2666 management and general:2666

Financial Statement Notes

Form 990 Schedule D Part III

The historical collection maintained by austerlitz historical society is used to display in the museum to foster interest and education of the history of the town of austerlitz, thereby assisting with the organizational mission of the austerlitz historical society.

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IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.23$0.18$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.42$0.23$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.39$0.19$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.13$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.01$0.90$0.08$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.90$0.06$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.21$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.87$0.18$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.15$0.10$0.05
2014Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.07$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.08$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.09$0.06$0.03
Peer Organizations

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