Civic Intelligence

West Monroe Historical Society C/O Lawrence Herbert

990EZ • Fiscal year 2019 • EIN 16-1330149

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 30, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

37th percentile

-1.4%

Higher net margin than 37% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • NTEE A • <$500k nonprofits • Source year 2019

Asset Growth

44th percentile

-0.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

7.7%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • NTEE A • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,533

Down $107 (-0.1%) from 2018

Net Assets

Down

$89,533

Down $107 (-0.1%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin37th percentile

Revenue

Up

$7,487

Up $536 (+7.7%) from 2018

Expenses

Up

$7,594

Up $2,222 (+41%) from 2018

Net Income

Down

-$107

Down $1,686 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2019

Assets$89,533
Liabilities-
Net Assets$89,533
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$7,487
Expenses$7,594
Net Income-$107
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 30, 2020
Return Version
2019v5.0
Gross Receipts
$8,149
Mission and Program Overview

Mission

Preservation of West Monroe Historical Artifacts

Program Services

DescriptionGrantsExpenses
Preservation of West Monroe Historical Collection$7,593-
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lawrence HerbertPresidentPT$0--
Linda WilliamsVice PresidentPT$0--
Kenneth J ParrotteTreasurerPT$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
2020-03-30
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 Expenses.1002

“Office Expenses $328”

Other Expenses.1012

“Insurance $1879”

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 Appendix163 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013167
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011640
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lawrence Herbert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Linda Williams
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010000
IRS990EZ/OtherExpensesTotalAmt02207
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preservation of West Monroe Historical Artifacts
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Preservation of West Monroe Historical Collection
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07593
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0662
IRS990EZ/SpecialEventsNetIncomeLossAmt03181
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07594
IRS990EZ/TotalProgramServiceExpensesAmt07593
IRS990EZ/TotalRevenueAmt07487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04293
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03857
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018961
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt043071
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08136
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07379
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07012
IRS990ScheduleA/Total509Grp/TotalAmt043071
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012579
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07012
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1879
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Furtiture and Fixtures - Beginning $1000 Furtiture and Fixtures - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Historical Collection - Beginning $9000 Historical Collection - Ending $9000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.2
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence Herbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-30
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
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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/ReturnTs02020-03-30T11:11:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,533
Liabilities
-
Net assets
$89,533
Revenue
$7,487
Expenses
$7,594
Net income
-$107
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