Civic Intelligence

Surry Historical Society

EIN 22-2492804 • Surry, ME

PO Box 17Surry, ME 04684
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2018

Net Margin

26th percentile

-19%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

54th percentile

-0.3%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

36th percentile

-16%

Faster revenue growth than 36% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$66,337

Up $225 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$66,337

Up $225 (+0.3%) from 2016

Revenue

Up

$1,360

Up $601 (+79%) from 2016

Expenses

Down

$1,135

Down $132 (-10%) from 2016

Net Income

Up

$225

Up $733 (+144%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $100,277Liabilities 2011: $02011Assets 2012: $81,011Liabilities 2012: $02012Assets 2013: $71,758Liabilities 2013: $12013Assets 2014: $67,009Liabilities 2014: $0Net Assets 2014: $67,0092014Assets 2015: $66,620Liabilities 2015: $0Net Assets 2015: $66,6202015Assets 2016: $66,112Liabilities 2016: $0Net Assets 2016: $66,1122016Assets 2017: $66,337Liabilities 2017: $0Net Assets 2017: $66,3372017

Highlighted filing

2017

Assets$66,337
Liabilities$0
Net Assets$66,337

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $929Expenses 2011: $1,449Net Income 2011: -$5202011Revenue 2012: $870Expenses 2012: $20,136Net Income 2012: -$19,2662012Revenue 2013: $519Expenses 2013: $9,772Net Income 2013: -$9,2532013Revenue 2014: $570Expenses 2014: $5,319Net Income 2014: -$4,7492014Revenue 2015: $676Expenses 2015: $1,065Net Income 2015: -$3892015Revenue 2016: $759Expenses 2016: $1,267Net Income 2016: -$5082016Revenue 2017: $1,360Expenses 2017: $1,135Net Income 2017: $2252017

Highlighted filing

2017

Revenue$1,360
Expenses$1,135
Net Income$225

Filings

Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 18, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILBUR SAUNDERSPresident/Historian-$0--
DEBORAH SARGENTSecretary-$0--
MAX BRENNINKMEYERTreasurer-$0--
JANE LORDDirector-$0--
DOREEN ABERNATHYDirector-$0--
JOY SMALLDirector-$0--
JANE SMITHDirector-$0--
JEAN MOONDirector-$0--
DEBRAH BENHAMVice President-$0--
GARY SARGENTBuilding Superintendent-$0--
TERRI CURTIS HIGGINSNewsletter-$0--
Filing and Contact Details

Filer

Filer Name
Surry Historical Society
EIN
22-2492804
Phone
2076678422
Address
PO BOX 17, SURRY, ME 04684

Signing Officer

Name
Wilbur Saunders
Title
Presdent
Phone
2076675424
Signed
2016-07-18

Preparer

Firm
Horton Mcfarland & Veysey LLC
Address
PO BOX 543, ELLSWORTH, ME 04605
Preparer
James E Mcfarland
Phone
2076675529
Raw XML Appendix383 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd904684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1004684
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt020124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.085688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.072226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.119621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.206024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.013902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.016666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt065853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt068715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt078841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt097678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt099269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt099606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.428439
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01065
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01065
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01065
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt02
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INCOME FROM MEMBERSHIP DUES CONTRIBUTES TO THE PRESERVATION OF HISTORICAL PROPERTY.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MAX BRENNINKMEYER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0NEWBERRY NECK ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SURRY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004684
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0ME
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02076678422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PRESERVATION OF HISTORICAL PROPERTY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01065
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01065
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02226
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01529
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01065
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020040
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022266
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRESERVING HISTORICAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SPEAKERS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NEWSLETTER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0775
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2123
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt336
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0775
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt336
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0272
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MEMBERSHIP DUES AND ASSESSMENTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0272
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt031
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILBUR SAUNDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02076675424
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURRY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SURR
ReturnHeader/Filer/EIN0222492804
ReturnHeader/Filer/PhoneNum02076678422
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 17
ReturnHeader/Filer/USAddress/CityNm0SURRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004684
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010219197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORTON MCFARLAND & VEYSEY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 543
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELLSWORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004605
ReturnHeader/PreparerPersonGrp/PhoneNum02076675529
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E MCFARLAND
ReturnHeader/ReturnTs02016-07-29T10:32:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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