Civic Intelligence

Dupage County Historical Museum Association Inc

990 • Fiscal year 2016 • EIN 20-2423587

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

102 E Wesley StreetWheaton, IL 60187

(630) 665-5880

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.76x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

2nd percentile

-474%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

99th percentile

$205,933

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 464.7% of source-year revenue.

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

Asset Growth

5th percentile

-72%

Faster asset growth than 5% of similar nonprofits.

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

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

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

Assets

Down

$80,121

Down $210,510 (-72%) from 2015

Net Assets

Down

$46,571

Down $210,187 (-82%) from 2015

Liabilities

Down

$33,550

Down $323 (-1.0%) from 2015

Revenue

Down

$44,312

Down $214,735 (-83%) from 2015

Expenses

Up

$254,499

Up $228,612 (+883%) from 2015

Net Income

Down

-$210,187

Down $443,347 (-190%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $52,655Liabilities 2013: $34,505Net Assets 2013: $18,1502013Assets 2014: $63,554Liabilities 2014: $39,956Net Assets 2014: $23,5982014Assets 2015: $290,631Liabilities 2015: $33,873Net Assets 2015: $256,7582015Assets 2016: $80,121Liabilities 2016: $33,550Net Assets 2016: $46,5712016Assets 2017: $80,950Liabilities 2017: $22,697Net Assets 2017: $58,2532017Assets 2018: $92,404Liabilities 2018: $2,500Net Assets 2018: $89,9042018Assets 2019: $108,178Liabilities 2019: $945Net Assets 2019: $107,2332019Assets 2020: $129,470Liabilities 2020: $19,864Net Assets 2020: $109,6062020Assets 2021: $117,374Liabilities 2021: $7,195Net Assets 2021: $110,1792021Assets 2022: $137,935Liabilities 2022: $10,555Net Assets 2022: $127,3802022Assets 2023: $156,907Liabilities 2023: $3,526Net Assets 2023: $153,3812023Assets 2024: $172,197Liabilities 2024: $41,972Net Assets 2024: $130,2252024

Highlighted filing

2016

Assets$80,121
Liabilities$33,550
Net Assets$46,571

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2013: $81,645Expenses 2013: $51,726Net Income 2013: $29,9192013Revenue 2014: $56,927Expenses 2014: $51,479Net Income 2014: $5,4482014Revenue 2015: $259,047Expenses 2015: $25,887Net Income 2015: $233,1602015Revenue 2016: $44,312Expenses 2016: $254,499Net Income 2016: -$210,1872016Revenue 2017: $54,785Expenses 2017: $43,103Net Income 2017: $11,6822017Revenue 2018: $73,191Expenses 2018: $41,540Net Income 2018: $31,6512018Revenue 2019: $55,145Expenses 2019: $37,816Net Income 2019: $17,3292019Revenue 2020: $57,280Expenses 2020: $54,907Net Income 2020: $2,3732020Revenue 2021: $49,499Expenses 2021: $48,926Net Income 2021: $5732021Revenue 2022: $52,517Expenses 2022: $35,316Net Income 2022: $17,2012022Revenue 2023: $66,170Expenses 2023: $40,169Net Income 2023: $26,0012023Revenue 2024: $64,121Expenses 2024: $87,277Net Income 2024: -$23,1562024

Highlighted filing

2016

Revenue$44,312
Expenses$254,499
Net Income-$210,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Gross Receipts
$87,073
Mission and Program Overview

Mission

The foundation's primary function is to raise funds to support the dupage country historical museum's mission to educate the general public through the collection, preservation, interpretation, and exhibition of materials which document the history of dupage county and its relationship to illinois and the nation, and to provide local history services for historical organizations and for scholarly endeavors.

The foundation's primary function is to raise funds to support the dupage county historical museum's mission to educate the general public through the collection, preservation, interpretation, and exhibition of materials which document the history of dupage county and its relationship to illinois and the nation, and to provide local history services for historical organizations and for scholarly endeavors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$241,945$65,504▼ $176,441
Accounts Receivable$47,986$13,992▼ $33,994
Prepaid Expenses and Deferred Charges$700$625▼ $75
Total Assets$290,631$80,121▼ $210,510
Liabilities
Accounts Payable and Accrued Expenses$33,679$29,934▼ $3,745
Deferred Revenue$194$3,616▲ $3,422
Total Liabilities$33,873$33,550▼ $323
Net Assets / Fund Balance
Unrestricted Net Assets$48,889$45,480▼ $3,409
Temporarily Rstr Net Assets$207,869$1,091▼ $206,778
Total Net Assets Fund Balance$256,758$46,571▼ $210,187
Total Liabilities and Net Assets / Fund Balance$290,631$80,121▼ $210,510
Compensation and Service Providers

Board Members and Trustees

NameTitle
David ThielPresident
Bob JacobsonDirector
Don PuchalskiDirector
Marty KellerDirector
Michael FortnerDirector
Scott ShorneyDirector
Troy RodmanDirector
Michael J BenardSecretary
Amy GrantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,821
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$25,491
All Other Contributions
$4,000
Change in Net Assets
$-210,187

Audited Revenue Reconciliation

Revenue per Audited Statements
$44,312
Total Revenue per Audited Statements
$44,312
Total Revenue per Form 990
$44,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,517
Salaries, Compensation, and Employee Benefits$34,462
Grants and Similar Amounts Paid$31,520
Total Fundraising Expense$17,239
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$17,231$17,231$34,462
Grants to Domestic Orgs$31,520--$31,520
Fees for Services Accounting-$2,725-$2,725
Office Expenses-$1,539$8$1,547
Other Expenses$182,758$400-$400
All Other Expenses-$191-$191
Total Functional Expenses$214,278$22,982$17,239$254,499

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$254,499
Total Expenses per Audited Statements$254,499
Total Expenses per Form 990$254,499
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wheaton Park DistrictWheaton, ILGovSupport Dchm$31,520
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,396
Fundraising Direct Expenses$33,090
Gaming Gross Income$21,844
Gaming Direct Expenses$9,671
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$45,396$45,396$21,113$24,283
Total Events$45,396$45,396$30,309$15,087
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Management was provided a copy of the form 990 for their review prior to filing.

Form 990, Page 6, Part VI, Line 12C

The organization conducts regular periodic reviews to ensure that the officers and directors adhere to the policy, and take disciplinary action as required.

Form 990, Page 6, Part VI, Line 19

The foundation makes its governing documents and financial statements available to the public upon written request. The foundation also makes its form 990 available to the public on guidestar.org.

Filing and Contact Details

Filer

Filer Name
Dupage County Historical Museum
EIN
20-2423587
Phone
6306655880
Address
102 E WESLEY STREET, WHEATON, IL 60187

Signing Officer

Name
David Thiel
Title
President
Phone
6306655880
Signed
2017-04-10

Organization Details

Principal Officer
David Thiel
Formed
2004
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Lauterbach & Amen Llp
Address
27W457 WARRENVILLE RD, WARRENVILLE, IL 60555-3528
Preparer
Ronald J Amen CPA
Phone
6303931483
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The foundation's primary function is to raise funds to support to help fund the dupage county historical museum's mission to educate the general public through the collection, preservation, interpretation, and exhibition of materials which document the history of dupage county and its relationship to illinois and the nation, and to provide local history services for historical organizations and for scholarly endeavors.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S ONLY SUPPORTED ORGANIZATION IS A GOVERNMENTAL UNIT. GOVERNMENTAL UNITS ARE NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE WHEATON PARK DISTRICT HAD A SIGNIFICANT VOICE IN THE DUPAGE COUNTY HISTORICAL MUSEUM FOUNDATION'S INVESTMENT POLICIES AND DIRECTING THE USE OF ITS INCOME AND ASSETS AT ALL TIMES DURING THE TAX YEAR DUE TO THE EXECUTIVE DIRECTOR OF THE DISTRICT BEING A FOUNDATION BOARD MEMBER. THIS ARRANGEMENT IS SET FORTH IN THE FOUNDATION'S BYLAWS WHICH FACILITATES AN ONGOING, CLOSE AND CONTINUOUS WORKING RELATIONSHIP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE DUPAGE COUNTY HISTORICAL MUSEUM FOUNDATION RAISES MONEY TO SUPPORT THE DUPAGE COUNTY HISTORICAL MUSEUM WHICH IS A FACILITY OPERATED BY THE WHEATON PARK DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE DUPAGE COUNTY HISTORICAL MUSEUM FOUNDATION SUPPORTS THE WHEATON PARK DISTRICT, A GOVERNMENTAL ENTITY, BY ENGAGING IN CHARITABLE AND EDUCATIONAL ACTIVITIES ON BEHALF OF THE DISTRICT. FUNDS RAISED ARE USED TO SUPPORT THE DUPAGE COUNTY HISTORICAL MUSEUM, A FACILITY OPERATED BY THE WHEATON PARK DISTRICT, THROUGH EDUCATION, COMMUNITY ENRICHMENT, AND FACILITY IMPROVEMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE DUPAGE COUNTY HISTORICAL MUSEUM FOUNDATION EXISTS TO EDUCATE THE GENERAL PUBLIC THROUGH THE COLLECTION, PRESERVATION, INTERPRETATION, AND EXHIBITION OF MATERIALS WHICH DOCUMENT THE HISTORY OF DUPAGE COUNTY. IF THE FOUNDATION DID NOT EXIST TO PROVIDE THESE SERVICES ON THE DISTRICT'S BEHALF, THESE UNDERTAKINGS WOULD OTHERWISE BE PROVIDED BY THE WHEATON PARK DISTRICT.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1C
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART IV, SECTION E, LINE 2B
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PRIMARY FUNCTION IS TO RAISE FUNDS TO SUPPORT TO HELP FUND THE DUPAGE COUNTY HISTORICAL MUSEUM'S MISSION TO EDUCATE THE GENERAL PUBLIC THROUGH THE COLLECTION, PRESERVATION, INTERPRETATION, AND EXHIBITION OF MATERIALS WHICH DOCUMENT THE HISTORY OF DUPAGE COUNTY AND ITS RELATIONSHIP TO ILLINOIS AND THE NATION, AND TO PROVIDE LOCAL HISTORY SERVICES FOR HISTORICAL ORGANIZATIONS AND FOR SCHOLARLY ENDEAVORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT WAS PROVIDED A COPY OF THE FORM 990 FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONDUCTS REGULAR PERIODIC REVIEWS TO ENSURE THAT THE OFFICERS AND DIRECTORS ADHERE TO THE POLICY, AND TAKE DISCIPLINARY ACTION AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. THE FOUNDATION ALSO MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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