Civic Intelligence

West Monroe Historical Society C/O Lawrence Herbert

990EZ • Fiscal year 2020 • EIN 16-1330149

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 20, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2020 filings • NTEE A • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

3.6%

Faster asset growth than 49% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

-3.2%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • NTEE A • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$92,774

Up $3,241 (+3.6%) from 2019

Net Assets

Up

$92,774

Up $3,241 (+3.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$7,246

Down $241 (-3.2%) from 2019

Expenses

Down

$4,005

Down $3,589 (-47%) from 2019

Net Income

Up

$3,241

Up $3,348 (+3129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$92,774
Liabilities-
Net Assets$92,774
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$7,246
Expenses$4,005
Net Income$3,241
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 20, 2021
Return Version
2020v4.0
Gross Receipts
$7,492
Mission and Program Overview

Mission

Preservation of West Monroe Historical Artifacts

Program Services

DescriptionGrantsExpenses
Preservation of West Monroe Historical Collection$4,005-
Compensation and Service Providers
Top Officer Pay73rd 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
2021-01-20
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.1

“Insurance $1931”

Other Expenses.2

“P. O. Box Rent $92”

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 Appendix173 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt010000
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IRS990EZ/OtherExpensesTotalAmt02023
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04005
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0246
IRS990EZ/SpecialEventsNetIncomeLossAmt03811
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04005
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IRS990EZ/TotalRevenueAmt07246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03415
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt046
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt024691
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
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IRS990ScheduleA/InvestmentIncomeCYPct00.00110
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1P. O. Box Rent $92
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lawrence
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,774
Liabilities
-
Net assets
$92,774
Revenue
$7,246
Expenses
$4,005
Net income
$3,241
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