Civic Intelligence

Monroe County Historical Association Inc

990 • Fiscal year 2021 • EIN 22-2442646

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

900 Main StreetStroudsburg, PA 18360

(570) 421-7703

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

95th percentile

143%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

956%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$3,234,498

Up $1,906,023 (+143%) from 2020

Net Assets

Up

$3,231,731

Up $1,903,288 (+143%) from 2020

Liabilities

Up

$2,767

Up $2,735 (+8547%) from 2020

Revenue

Up

$2,100,226

Up $1,901,274 (+956%) from 2020

Expenses

Down

$221,938

Down $75,413 (-25%) from 2020

Net Income

Up

$1,878,288

Up $1,976,687 (+2009%) from 2020

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,513,371Liabilities 2010: $79Net Assets 2010: $1,513,2922010Assets 2011: $1,498,838Liabilities 2011: $56Net Assets 2011: $1,498,7822011Assets 2012: $1,496,780Liabilities 2012: $29Net Assets 2012: $1,496,7512012Assets 2013: $902,265Liabilities 2013: $107Net Assets 2013: $902,1582013Assets 2014: $1,583,418Liabilities 2014: $512,713Net Assets 2014: $1,070,7052014Assets 2015: $1,162,882Liabilities 2015: $45Net Assets 2015: $1,162,8372015Assets 2016: $1,397,194Liabilities 2016: $8,919Net Assets 2016: $1,388,2752016Assets 2017: $1,376,962Liabilities 2017: $1,682Net Assets 2017: $1,375,2802017Assets 2018: $1,362,989Liabilities 2018: $6,999Net Assets 2018: $1,355,9902018Assets 2019: $1,408,334Liabilities 2019: $1,892Net Assets 2019: $1,406,4422019Assets 2020: $1,328,475Liabilities 2020: $32Net Assets 2020: $1,328,4432020Assets 2021: $3,234,498Liabilities 2021: $2,767Net Assets 2021: $3,231,7312021Assets 2022: $5,633,327Liabilities 2022: $3,917Net Assets 2022: $5,629,4102022Assets 2023: $7,348,592Liabilities 2023: $690,075Net Assets 2023: $6,658,5172023Assets 2024: $8,568,614Liabilities 2024: $1,278,384Net Assets 2024: $7,290,2302024

Highlighted filing

2021

Assets$3,234,498
Liabilities$2,767
Net Assets$3,231,731

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $110,837Expenses 2010: $129,331Net Income 2010: -$18,4942010Revenue 2011: $118,859Expenses 2011: $131,567Net Income 2011: -$12,7082011Expenses 2012: $135,6722012Revenue 2013: $165,866Expenses 2013: $126,566Net Income 2013: $39,3002013Revenue 2014: $306,835Expenses 2014: $138,288Net Income 2014: $168,5472014Revenue 2015: $299,977Expenses 2015: $207,845Net Income 2015: $92,1322015Revenue 2016: $368,476Expenses 2016: $143,038Net Income 2016: $225,4382016Revenue 2017: $150,246Expenses 2017: $163,241Net Income 2017: -$12,9952017Revenue 2018: $164,332Expenses 2018: $183,622Net Income 2018: -$19,2902018Revenue 2019: $264,419Expenses 2019: $213,967Net Income 2019: $50,4522019Revenue 2020: $198,952Expenses 2020: $297,351Net Income 2020: -$98,3992020Revenue 2021: $2,100,226Expenses 2021: $221,938Net Income 2021: $1,878,2882021Revenue 2022: $2,651,112Expenses 2022: $255,434Net Income 2022: $2,395,6782022Revenue 2023: $1,366,508Expenses 2023: $337,401Net Income 2023: $1,029,1072023Revenue 2024: $949,018Expenses 2024: $317,305Net Income 2024: $631,7132024

Highlighted filing

2021

Revenue$2,100,226
Expenses$221,938
Net Income$1,878,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.0
Gross Receipts
$2,126,487
Mission and Program Overview

Mission

The monroe county historical association is a cultural and learning center that assists our diverse community of residents and visitors in connecting the county's past with the present.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$252,668$2,161,597▲ $1,908,929
Land, Buildings, and Equipment, Net$1,072,721$1,061,449▼ $11,272
Pledges and Grants Receivable-$10,000-
Inventories for Sale or Use$3,086$1,452▼ $1,634
Total Assets$1,328,475$3,234,498▲ $1,906,023
Liabilities
Accounts Payable and Accrued Expenses$32$2,767▲ $2,735
Total Liabilities$32$2,767▲ $2,735
Net Assets / Fund Balance
Net Assets With Donor Restrictions$155,739$1,819,481▲ $1,663,742
Net Assets Without Donor Restrictions$1,172,704$1,412,250▲ $239,546
Total Net Assets Fund Balance$1,328,443$3,231,731▲ $1,903,288
Total Liabilities and Net Assets / Fund Balance$1,328,475$3,234,498▲ $1,906,023

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$732,673$19,254$751,927
Buildings$328,776$292,845$621,621
Equipment-$15,264$15,264
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,085,374
Program Service Revenue
$2,063
Investment Income
$1,098
Other Revenue
$11,691
All Other Contributions
$1,978,347
Change in Net Assets
$1,878,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$128,850
Other Expenses$93,088
Total Fundraising Expense$42,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$78,664$16,686$23,838$119,188
Occupancy$15,555$1,944$1,944$19,443
Office Expenses$8,364$3,345$5,018$16,727
Depreciation Depletion$14,067--$14,067
Payroll Taxes$6,377$1,353$1,932$9,662
Insurance$9,178$290$193$9,661
Fees for Services Accounting-$2,264$4,336$6,600
Advertising$6,134$209-$6,343
Fees for Services Other-$848$5,000$5,848
Other Expenses$2,048$89-$2,048
Total Functional Expenses$152,649$27,028$42,261$221,938
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,081
Fundraising Direct Expenses$26,261
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Pairing Di$54,797$37,081$26,261$10,820
Total Events$54,797$37,081$26,261$10,820
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

The return is reviewed by the board treasurer.

Form 990, Page 6, Part VI, Line 15A

The salary of the executive director is reviewed annually by the personnel committee. The board monitors the performance of the executive director.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request and on the organization's website.

Filing and Contact Details

Filer

Filer Name
Monroe County Historical
EIN
22-2442646
Phone
5704217703
Address
900 MAIN STREET, STROUDSBURG, PA 18360

Signing Officer

Name
Patricia J Sayler
Title
Treasurer
Phone
5704217703
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell D Scott
Formed
1928
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
25

Preparer

Firm
Regan Levin Bloss Brown & Savchak Pc
Address
814 MAIN ST STE 100, STROUDSBURG, PA 18360
Preparer
Philip D Pope CPA
Phone
5704217434
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Ppp loan forgiveness 25,000

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IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt089
IRS990/OtherExpensesGrp/ProgramServicesAmt07895
IRS990/OtherExpensesGrp/ProgramServicesAmt14367
IRS990/OtherExpensesGrp/ProgramServicesAmt22048
IRS990/OtherExpensesGrp/TotalAmt07895
IRS990/OtherExpensesGrp/TotalAmt14456
IRS990/OtherExpensesGrp/TotalAmt22048
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023838
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016686
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt078664
IRS990/OtherSalariesAndWagesGrp/TotalAmt0119188
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01932
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01353
IRS990/PayrollTaxesGrp/ProgramServicesAmt06377
IRS990/PayrollTaxesGrp/TotalAmt09662
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RUSSELL D SCOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LIBRARY FEES
IRS990/ProgramServiceRevenueGrp/Desc1CEMETERY TOUR
IRS990/ProgramServiceRevenueGrp/Desc2LECTURE SERIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2610
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2610
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0187992
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01642
IRS990/PYOtherExpensesAmt0168049
IRS990/PYOtherRevenueAmt07161
IRS990/PYProgramServiceRevenueAmt02157
IRS990/PYRevenuesLessExpensesAmt0-98399
IRS990/PYSalariesCompEmpBnftPaidAmt0129302
IRS990/PYTotalExpensesAmt0297351
IRS990/PYTotalRevenueAmt0198952
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01878288
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt054051
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02124020
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0252668
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02161597
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 256,296
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02085374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0187992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0105854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0104082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089891
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02573193
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038023
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt037081
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt012070
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt083635
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt079109
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt081482
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0293377
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84860
IRS990ScheduleA/PublicSupportPY170Pct00.37770
IRS990ScheduleA/PublicSupportTotal170Amt02432651
IRS990ScheduleA/SubstantialContributorsTotAmt0140542
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02085374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0187992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0105854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0104082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089891
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02573193
IRS990ScheduleA/TotalSupportAmt02866570
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0328776
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0292845
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0621621
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015264
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0732673
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019254
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0751927
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01061449
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017716
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017716
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026261
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE PAIRING DI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037081
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037081
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010820
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026261
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt026261
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE BOARD TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SALARY OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE. THE BOARD MONITORS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PPP LOAN FORGIVENESS 25,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01328475
IRS990/TotalAssetsEOYAmt03234498
IRS990/TotalAssetsGrp/BOYAmt01328475
IRS990/TotalAssetsGrp/EOYAmt03234498
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02085374
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt042261

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.57$1.28$7.29$0.95$0.32$0.63
2023Detailed filing. Detailed filing data is available for this year.$7.35$0.69$6.66$1.37$0.34$1.03
2022Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.65$0.26$2.40
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.10$0.22$1.88
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.20$0.30$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.26$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.36$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.15$0.16$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.01$1.39$0.37$0.14$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.30$0.21$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.51$1.07$0.31$0.14$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.17$0.13$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.14
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$0.12$0.13$0.01
2010Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.11$0.13$0.02