Civic Intelligence

West Monroe Historical Society C/O Lawrence Herbert

990EZ • Fiscal year 2017 • EIN 16-1330149

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
2355 State Route 49 PO Box 53West Monroe, NY 13167

(315) 668-2028

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.9%

Faster asset growth than 48% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

2.8%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$88,061

Up $766 (+0.9%) from 2016

Net Assets

$88,061

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin65th percentile

Revenue

Up

$7,379

Up $203 (+2.8%) from 2016

Expenses

Up

$6,613

Up $696 (+12%) from 2016

Net Income

Down

$766

Down $493 (-39%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$100K$50K$0Assets 2016: $87,295Liabilities 2016: $02016Assets 2017: $88,061Net Assets 2017: $88,0612017Assets 2018: $89,640Net Assets 2018: $89,6402018Assets 2019: $89,533Net Assets 2019: $89,5332019Assets 2020: $92,774Net Assets 2020: $92,7742020Assets 2021: $92,661Net Assets 2021: $92,6612021Assets 2022: $94,630Net Assets 2022: $94,6302022Assets 2023: $91,967Net Assets 2023: $91,9672023Assets 2024: $93,099Net Assets 2024: $93,0992024Assets 2025: $94,563Net Assets 2025: $94,5632025

Highlighted filing

2017

Assets$88,061
Liabilities-
Net Assets$88,061
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2016: $7,176Expenses 2016: $5,917Net Income 2016: $1,2592016Revenue 2017: $7,379Expenses 2017: $6,613Net Income 2017: $7662017Revenue 2018: $6,951Expenses 2018: $5,372Net Income 2018: $1,5792018Revenue 2019: $7,487Expenses 2019: $7,594Net Income 2019: -$1072019Revenue 2020: $7,246Expenses 2020: $4,005Net Income 2020: $3,2412020Revenue 2021: $11,362Expenses 2021: $11,475Net Income 2021: -$1132021Revenue 2022: $7,357Expenses 2022: $5,388Net Income 2022: $1,9692022Revenue 2023: $7,107Expenses 2023: $9,770Net Income 2023: -$2,6632023Revenue 2024: $6,826Expenses 2024: $5,694Net Income 2024: $1,1322024Revenue 2025: $7,195Expenses 2025: $5,731Net Income 2025: $1,4642025

Highlighted filing

2017

Revenue$7,379
Expenses$6,613
Net Income$766
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$7,379
Mission and Program Overview

Mission

Preservation of West Monroe Historical Artifacts

Program Services

DescriptionGrantsExpenses
Preservation of West Monroe Historical Collection$6,613-
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence HerbertPresidentPT$0--
Linda WilliamsVice PresidentPT$0--
Rosalyn HouseTreasurerPT$0--
Sharon GearsbeckSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
West Monroe Historical Society
EIN
16-1330149
Phone
3156682028
Address
2355 State Route 49 PO Box 53, West Monroe, NY 13167

Signing Officer

Name
Lawrence Herbert
Title
President
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth J Parrotte
Address
PO Box 71, West Monroe, NY 13167
Preparer
Kenneth J Parrotte
Phone
3156688416
Supplemental Narrative

Additional Explanations

Other Assets.1

“Furtiture and Fixtures - Beginning $1000 Furtiture and Fixtures - Ending $1000”

Other Assets.2

“Historical Collection - Beginning $9000 Historical Collection - Ending $9000”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rosalyn House
IRS990EZ/BooksInCareOfDetail/PhoneNum03156686518
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02616 County Route 12
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Central Square
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09295
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010061
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02612
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0766
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087295
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088061
IRS990EZ/FundraisingGrossIncomeAmt03992
IRS990EZ/GrossReceiptsAmt07379
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt068000
IRS990EZ/LandAndBuildingsGrp/EOYAmt068000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0775
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088061
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088061
IRS990EZ/OccupancyRentUtltsAndMaintAmt06209
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lawrence Herbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Williams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rosalyn House
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Gearsbeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preservation of West Monroe Historical Artifacts
IRS990EZ/PrintingPublicationsPostageAmt0404
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Preservation of West Monroe Historical Collection
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt03992
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06613
IRS990EZ/TotalProgramServiceExpensesAmt06613
IRS990EZ/TotalRevenueAmt07379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt010780
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011589
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt022369
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07012
IRS990ScheduleA/Total509Grp/TotalAmt022369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07379
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07012
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt022369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Furtiture and Fixtures - Beginning $1000 Furtiture and Fixtures - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Historical Collection - Beginning $9000 Historical Collection - Ending $9000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.2
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence Herbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Monroe Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0161330149
ReturnHeader/Filer/PhoneNum03156682028
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 State Route 49 PO Box 53
ReturnHeader/Filer/USAddress/CityNm0West Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kenneth J Parrotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 71
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013167
ReturnHeader/PreparerPersonGrp/PhoneNum03156688416
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth J Parrotte
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-08T07:45:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,061
Liabilities
-
Net assets
$88,061
Revenue
$7,379
Expenses
$6,613
Net income
$766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$94.6$94.6$7.20$5.73$1.46
2024Detailed filing. Detailed filing data is available for this year.$93.1$93.1$6.83$5.69$1.13
2023Detailed filing. Detailed filing data is available for this year.$92.0$92.0$7.11$9.77$2.66
2022Detailed filing. Detailed filing data is available for this year.$94.6$94.6$7.36$5.39$1.97
2021Detailed filing. Detailed filing data is available for this year.$92.7$92.7$11.4$11.5$0.11
2020Detailed filing. Detailed filing data is available for this year.$92.8$92.8$7.25$4.01$3.24
2019Detailed filing. Detailed filing data is available for this year.$89.5$89.5$7.49$7.59$0.11
2018Detailed filing. Detailed filing data is available for this year.$89.6$89.6$6.95$5.37$1.58
2017Detailed filing. Detailed filing data is available for this year.$88.1$88.1$7.38$6.61$0.77
2016Summary only. Only limited summary data is available for this year.$87.3$0.00$7.18$5.92$1.26