Civic Intelligence

Monroe County Historical Association Inc

990 • Fiscal year 2023 • EIN 22-2442646

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

748 Main St 2nd FloorStroudsburg, PA 18360

(570) 421-7703

Siviq Scores

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

Liabilities / Assets

45th percentile

0.09x

Higher debt load relative to assets than 45% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.50x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-48%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$7,348,592

Up $1,715,265 (+30%) from 2022

Net Assets

Up

$6,658,517

Up $1,029,107 (+18%) from 2022

Liabilities

Up

$690,075

Up $686,158 (+17517%) from 2022

Revenue

Down

$1,366,508

Down $1,284,604 (-48%) from 2022

Expenses

Up

$337,401

Up $81,967 (+32%) from 2022

Net Income

Down

$1,029,107

Down $1,366,571 (-57%) from 2022

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

2023

Assets$7,348,592
Liabilities$690,075
Net Assets$6,658,517

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

2023

Revenue$1,366,508
Expenses$337,401
Net Income$1,029,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$1,409,884
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$4,487,975$4,363,960▼ $124,015
Land, Buildings, and Equipment, Net$1,129,299$2,978,453▲ $1,849,154
Pledges and Grants Receivable$13,874$4,000▼ $9,874
Inventories for Sale or Use$2,179$2,179→ $0
Total Assets$5,633,327$7,348,592▲ $1,715,265
Liabilities
Accounts Payable and Accrued Expenses$3,917$690,075▲ $686,158
Total Liabilities$3,917$690,075▲ $686,158
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,132,842$3,871,930▼ $260,912
Net Assets Without Donor Restrictions$1,496,568$2,786,587▲ $1,290,019
Total Net Assets Fund Balance$5,629,410$6,658,517▲ $1,029,107
Total Liabilities and Net Assets / Fund Balance$5,633,327$7,348,592▲ $1,715,265

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,673,866$20,059$2,693,925
Buildings$304,587$317,034$621,621
Equipment-$15,264$15,264
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,111,233
Program Service Revenue
$1,482
Investment Income
$185,790
Other Revenue
$68,003
All Other Contributions
$1,012,972
Change in Net Assets
$1,029,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,798
Salaries, Compensation, and Employee Benefits$162,603
Total Fundraising Expense$61,895
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,379$21,080$30,115$150,574
Insurance$56,572$1,786$1,191$59,549
Occupancy$38,724$4,840$4,840$48,404
Fees for Services Accounting-$5,013$15,037$20,050
Depreciation Depletion$12,312--$12,312
Payroll Taxes$7,939$1,684$2,406$12,029
Office Expenses$5,014$2,005$3,008$10,027
Advertising$5,609$1,076-$6,685
Fees for Services Legal-$1,265$3,794$5,059
Fees for Services Other-$501$1,504$2,005
Other Expenses$350$166-$350
Total Functional Expenses$236,090$39,416$61,895$337,401
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$109,212
Fundraising Direct Expenses$43,376
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Pairing Di$95,838$95,838$37,716$58,122
Gallery/annual$13,374$13,374$5,660$7,714
Total Events$109,212$109,212$43,376$65,836
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
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
Yes
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
748 MAIN ST 2ND FLOOR, STROUDSBURG, PA 18360

Signing Officer

Name
Patricia J Sayler
Title
Treasurer
Phone
5704217703
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell D Scott
Formed
1928
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
5

Preparer

Firm
Regan Levin Bloss Brown & Savchak Pc
Address
814 MAIN ST STE 100, STROUDSBURG, PA 18360
Preparer
Philip D Pope CPA
Phone
5704217434
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021080
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099379
IRS990/OtherSalariesAndWagesGrp/TotalAmt0150574
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02406
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01684
IRS990/PayrollTaxesGrp/ProgramServicesAmt07939
IRS990/PayrollTaxesGrp/TotalAmt012029
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt013874
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RUSSELL D SCOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LIBRARY FEES
IRS990/ProgramServiceRevenueGrp/Desc1TOURS
IRS990/ProgramServiceRevenueGrp/Desc2LECTURE SERIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0980
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1352
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0980
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2150
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02568625
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031125
IRS990/PYOtherExpensesAmt0104217
IRS990/PYOtherRevenueAmt048702
IRS990/PYProgramServiceRevenueAmt02660
IRS990/PYRevenuesLessExpensesAmt02395678
IRS990/PYSalariesCompEmpBnftPaidAmt0151217
IRS990/PYTotalExpensesAmt0255434
IRS990/PYTotalRevenueAmt02651112
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01029107
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt056363
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01482
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04487975
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04363960
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENTS 219,492
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01111233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02568625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02085374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0187992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0105854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06059078
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0166375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030899
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0197274
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023891
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0111174
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt086706
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt037081
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012070
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt083635
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0330666
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91990
IRS990ScheduleA/PublicSupportPY170Pct00.92970
IRS990ScheduleA/PublicSupportTotal170Amt06059078
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01111233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02568625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02085374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0187992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0105854
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06059078
IRS990ScheduleA/TotalSupportAmt06587018
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/BookValueAmt0304587
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0317034
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0621621
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015264
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015264
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02673866
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020059
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02693925
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02978453
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043376
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE PAIRING DI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALLERY/ANNUAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0109212
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095838
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013374
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0109212
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065836
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037716
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05660
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05633327
IRS990/TotalAssetsEOYAmt07348592
IRS990/TotalAssetsGrp/BOYAmt05633327
IRS990/TotalAssetsGrp/EOYAmt07348592
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01111233
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt061895
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039416
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0337401
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03917
IRS990/TotalLiabilitiesEOYAmt0690075
IRS990/TotalLiabilitiesGrp/BOYAmt03917

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