Civic Intelligence

Rochester Historical Society

990EZ • Fiscal year 2017 • EIN 16-6051879

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 16, 2018

121 Lincoln Avenue No 321Rochester, NY 14611

(585) 428-8476

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-117%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-36%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$164,478

Down $94,146 (-36%) from 2016

Net Assets

Down

$163,500

Down $92,802 (-36%) from 2016

Liabilities

Down

$978

Down $1,344 (-58%) from 2016

Revenue

Up

$60,695

Up $7,552 (+14%) from 2016

Expenses

Up

$131,929

Up $23,473 (+22%) from 2016

Net Income

Down

-$71,234

Down $15,921 (-29%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $363,640Liabilities 2010: $4,853Net Assets 2010: $358,7872010Assets 2011: $321,129Liabilities 2011: $7,225Net Assets 2011: $313,9042011Assets 2012: $302,718Liabilities 2012: $5,821Net Assets 2012: $296,8972012Assets 2013: $272,919Liabilities 2013: $5,470Net Assets 2013: $267,4492013Assets 2014: $374,315Liabilities 2014: $2,388Net Assets 2014: $371,9272014Assets 2015: $296,682Liabilities 2015: $2,455Net Assets 2015: $294,2272015Assets 2016: $258,624Liabilities 2016: $2,322Net Assets 2016: $256,3022016Assets 2017: $164,478Liabilities 2017: $978Net Assets 2017: $163,5002017Assets 2018: $111,001Liabilities 2018: $889Net Assets 2018: $110,1122018Assets 2019: $76,170Liabilities 2019: $896Net Assets 2019: $75,2742019Assets 2020: $79,873Liabilities 2020: $896Net Assets 2020: $78,9772020Assets 2021: $293,226Liabilities 2021: $946Net Assets 2021: $292,2802021

Highlighted filing

2017

Assets$164,478
Liabilities$978
Net Assets$163,500

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $144,956Expenses 2010: $268,304Net Income 2010: -$123,3482010Expenses 2011: $308,8862011Expenses 2012: $303,2212012Expenses 2013: $251,6282013Revenue 2014: $210,587Expenses 2014: $132,940Net Income 2014: $77,6472014Revenue 2015: $80,818Expenses 2015: $124,573Net Income 2015: -$43,7552015Revenue 2016: $53,143Expenses 2016: $108,456Net Income 2016: -$55,3132016Revenue 2017: $60,695Expenses 2017: $131,929Net Income 2017: -$71,2342017Revenue 2018: $73,807Expenses 2018: $126,336Net Income 2018: -$52,5292018Revenue 2019: $70,137Expenses 2019: $84,699Net Income 2019: -$14,5622019Revenue 2020: $70,408Expenses 2020: $63,996Net Income 2020: $6,4122020Revenue 2021: $269,139Expenses 2021: $64,957Net Income 2021: $204,1822021

Highlighted filing

2017

Revenue$60,695
Expenses$131,929
Net Income-$71,234
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 16, 2018
Return Version
2016v3.0
Gross Receipts
$152,308
Mission and Program Overview

Mission

The purpose of the Rochester Historical Society is to seek out, collect, preserve and restore those materials, records, and artifacts which relate to the history of Rochester.

Program Services

DescriptionGrantsExpenses
Operation of a historical museum, preservation of collection items, publication of booklets, membership of approximately 349, maintain library and archive for researchers, exhibit paintings and other Rochester objects. We also offer a series of History on the Road presentations.$0$95,166
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rebecca Rourke EdwardsSecretary (Until 10/2016)-$0--
Libby ClayTrustee (Until 10/2016)-$0--
Alva H AngleTrustee (Until 11/2016)-$0--
Christopher CarterTrustee-$0--
Matt HaagTrustee-$0--
Mary Kay AdamsTrustee-$0--
John TrickeyTrustee-$0--
Patrick M MalgieriTrustee-$0--
Scott TurnerTrustee-$0--
William CoppardTreasurer (Until 10/2016)-$0--
Carolyn VaccaPresident-$0--
Michael BrownSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rochester Historical Society
EIN
16-6051879
Phone
5854288476
Address
121 Lincoln Avenue No 321, Rochester, NY 14611

Signing Officer

Name
Carolyn Vacca
Title
President
Phone
5852712705
Signed
2018-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Stephanie Annunziata
Phone
5852322956
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest and Dividends. Amount: 9,537.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: Other Revenue. Amount: 1,218.

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

Description: Depreciation. Amount: 135. Description: Insurance. Amount: 1,195. Description: Collections Care & Preservation. Amount: 21,090. Description: Other Expenses. Amount: 847. Description: Moving Expenses. Amount: 15,892. Description: Membership Costs. Amount: 4,193. Total to Form 990-EZ, line 16: 43,352.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: Unrealized Gain. Amount: -21,568.

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

Description: Pledges Receivable. Beg. of Year Amount: 20,000. End of Year Amount: 20,000. Description: Prepaid Expenses. Beg. of Year Amount: 1,446. End of Year Amount: 1,446. Description: Investments. Beg. of Year Amount: 231,739. End of Year Amount: 133,809.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Accounts Payable & Accrued Liabilities. Beg. of Year Amount: 2,322. End of Year Amount: 978.

Raw XML Appendix242 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/PersonNm8Scott Turner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9William Coppard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Carolyn Vacca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Michael Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary (Until 10/2016)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee (Until 10/2016)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee (Until 11/2016)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer (Until 10/2016)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Secretary
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IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the Rochester Historical Society is to seek out, collect, preserve and restore those materials, records, and artifacts which relate to the history of Rochester.
IRS990EZ/PrintingPublicationsPostageAmt06309
IRS990EZ/ProgramServiceRevenueAmt03715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Operation of a historical museum, preservation of collection items, publication of booklets, membership of approximately 349, maintain library and archive for researchers, exhibit paintings and other Rochester objects. We also offer a series of History on the Road presentations.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest and Dividends. Amount: 9,537.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Other Revenue. Amount: 1,218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Depreciation. Amount: 135. Description: Insurance. Amount: 1,195. Description: Collections Care & Preservation. Amount: 21,090. Description: Other Expenses. Amount: 847. Description: Moving Expenses. Amount: 15,892. Description: Membership Costs. Amount: 4,193. Total to Form 990-EZ, line 16: 43,352.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Unrealized Gain. Amount: -21,568.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Pledges Receivable. Beg. of Year Amount: 20,000. End of Year Amount: 20,000. Description: Prepaid Expenses. Beg. of Year Amount: 1,446. End of Year Amount: 1,446. Description: Investments. Beg. of Year Amount: 231,739. End of Year Amount: 133,809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Accounts Payable & Accrued Liabilities. Beg. of Year Amount: 2,322. End of Year Amount: 978.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Carolyn Vacca
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05852712705
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rochester Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0166051879
ReturnHeader/Filer/PhoneNum05854288476
ReturnHeader/Filer/USAddress/AddressLine1Txt0121 Lincoln Avenue No 321
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01887043C655AEB51BDEA04DC450791E28BCB356F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037C7FB2950F10FAC76894DA183FAD5D45338DC42
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.221.209
ReturnHeader/FilingSecurityInformation/IPDt02018-01-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:53:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271895149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heveron & Company CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 Plymouth Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014608
ReturnHeader/PreparerPersonGrp/PhoneNum05852322956
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Annunziata
ReturnHeader/ReturnTs02018-03-01T09:26:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.01$2.92$2.69$0.65$2.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.01$0.79$0.70$0.64$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.70$0.85$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.01$1.10$0.74$1.26$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.64$0.61$1.32$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.02$2.56$0.53$1.08$0.55
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.02$2.94$0.81$1.25$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.74$0.02$3.72$2.11$1.33$0.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.05$2.67$2.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.06$2.97$3.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.07$3.14$3.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.05$3.59$1.45$2.68$1.23
Peer Organizations

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