Civic Intelligence

National Society of the Daughters of the American Revolution

990EZ • Fiscal year 2016 • EIN 16-6030865

May 01, 2015 to Apr 30, 2016 • Filed on Jun 23, 2016

PO Box 344Albion, NY 14411

(585) 352-6467

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.9%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$326,735

Down $16,954 (-4.9%) from 2015

Net Assets

Down

$326,735

Down $16,954 (-4.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$20,351

Down $20,117 (-50%) from 2015

Expenses

Down

$24,880

Down $1,746 (-6.6%) from 2015

Net Income

Down

-$4,529

Down $18,371 (-133%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $305,969Liabilities 2012: $02012Assets 2013: $333,601Net Assets 2013: $333,6012013Assets 2014: $340,560Net Assets 2014: $340,5602014Assets 2015: $343,689Net Assets 2015: $343,6892015Assets 2016: $326,735Net Assets 2016: $326,7352016Assets 2017: $339,583Net Assets 2017: $339,5832017Assets 2018: $645,460Liabilities 2018: $0Net Assets 2018: $645,4602018Assets 2019: $654,648Liabilities 2019: $0Net Assets 2019: $654,6482019Assets 2020: $645,630Liabilities 2020: $0Net Assets 2020: $645,6302020Assets 2021: $719,942Liabilities 2021: $0Net Assets 2021: $719,9422021Assets 2022: $653,481Liabilities 2022: $0Net Assets 2022: $653,4812022Assets 2023: $621,851Liabilities 2023: $0Net Assets 2023: $621,8512023Assets 2024: $629,048Liabilities 2024: $0Net Assets 2024: $629,0482024Assets 2025: $638,892Liabilities 2025: $0Net Assets 2025: $638,8922025

Highlighted filing

2016

Assets$326,735
Liabilities-
Net Assets$326,735

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $16,484Expenses 2012: $17,562Net Income 2012: -$1,0782012Revenue 2013: $28,849Expenses 2013: $17,744Net Income 2013: $11,1052013Revenue 2014: $33,033Expenses 2014: $22,645Net Income 2014: $10,3882014Revenue 2015: $40,468Expenses 2015: $26,626Net Income 2015: $13,8422015Revenue 2016: $20,351Expenses 2016: $24,880Net Income 2016: -$4,5292016Revenue 2017: $21,644Expenses 2017: $20,675Net Income 2017: $9692017Revenue 2018: $331,382Expenses 2018: $29,932Net Income 2018: $301,4502018Revenue 2019: $35,521Expenses 2019: $29,334Net Income 2019: $6,1872019Revenue 2020: $9,656Expenses 2020: $18,674Net Income 2020: -$9,0182020Revenue 2021: $97,304Expenses 2021: $22,992Net Income 2021: $74,3122021Revenue 2022: $32,517Expenses 2022: $56,761Net Income 2022: -$24,2442022Revenue 2023: $19,643Expenses 2023: $31,802Net Income 2023: -$12,1592023Revenue 2024: $23,999Expenses 2024: $29,171Net Income 2024: -$5,1722024Revenue 2025: $37,317Expenses 2025: $41,780Net Income 2025: -$4,4632025

Highlighted filing

2016

Revenue$20,351
Expenses$24,880
Net Income-$4,529
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jun 23, 2016
Return Version
2015v2.1
Gross Receipts
$117,240
Mission and Program Overview

Mission

Educate the general public about the fight for American Independence and those who took part in the hopes to keep their memories alive. In addition to foster patriotic citizenship and historic preservation

To educate the general public on the fight for independance

Program Services

DescriptionGrantsExpenses
To educate the general public about the fight for American Independence and those who took part in hopes to keep their memories alive and to foster patriotic citizenship-$14,907
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Theda MillsDirector-$0--
Diane PalmerVice President-$0--
Ann JacobsDirector-$0--
Kaye KeenanTreasurer-$0--
Donna SmithDirector-$0--
Penny NiceSecretary-$0--
Patrice BirnerPresident-$0--
Irene WoolstonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patriot House Inc
EIN
16-6030865
Phone
5853526467
Address
PO BOX 344, ALBION, NY 14411

Signing Officer

Name
Kaye Keenan
Title
Treasurer
Signed
2016-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Trento CPA
Address
41 Main Street, Brockport, NY 14420
Preparer
Christopher Trento
Phone
5856372973
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 6,860

Form 990-EZ, Part I, Line 16, Other Expenses

Depreciation 2,549

Form 990-EZ, Part I, Line 16, Other Expenses

Fees 100

Form 990-EZ, Part I, Line 16, Other Expenses

Donations 2,076

Form 990-EZ, Part I, Line 20, Net Assets

Change in Net Assets caused by Net Unrealized losses on investments held. -12,425

Form 990-EZ, Part II, Line 24, Other Assets

Mutual Funds through Ameriprise Beginning of year 253,352, End of year 247,993

Raw XML Appendix177 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Donna Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Penny Nice
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Patrice Birner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Irene Woolston
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0253352
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0247993
IRS990EZ/OtherChangesInNetAssetsAmt0-12425
IRS990EZ/OtherExpensesTotalAmt011585
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To educate the general public on the fight for independance
IRS990EZ/PrintingPublicationsPostageAmt01901
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014907
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt091757
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08152
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt063550
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56080
IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt063550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013273
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08152
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt063550
IRS990ScheduleA/TotalSupportAmt0113318
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 6,860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 2,549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fees 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Donations 2,076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Change in Net Assets caused by Net Unrealized losses on investments held. -12,425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Mutual Funds through Ameriprise Beginning of year 253,352, End of year 247,993
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kaye Keenan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATRIOT HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0166030865
ReturnHeader/Filer/PhoneNum05853526467
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 344
ReturnHeader/Filer/USAddress/CityNm0ALBION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christopher Trento CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brockport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014420
ReturnHeader/PreparerPersonGrp/PhoneNum05856372973
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Trento
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-23T01:37:04-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$0.37$0.42$0.04
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.24$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.20$0.32$0.12
2022Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.33$0.57$0.24
2021Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.97$0.23$0.74
2020Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.10$0.19$0.09
2019Summary only. Only limited summary data is available for this year.$6.55$0.00$6.55$0.36$0.29$0.06
2018Summary only. Only limited summary data is available for this year.$6.45$0.00$6.45$3.31$0.30$3.01
2017Detailed filing. Detailed filing data is available for this year.$3.40$3.40$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.20$0.25$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.40$0.27$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.41$3.41$0.33$0.23$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$3.34$0.29$0.18$0.11
2012Summary only. Only limited summary data is available for this year.$3.06$0.00$0.16$0.18$0.01