Civic Intelligence

Surry Historical Society

990PF • Fiscal year 2015 • EIN 22-2492804

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 18, 2016

PO Box 17Surry, ME 04684

(207) 667-8422

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-58%

Higher net margin than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.6%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$66,620

Down $389 (-0.6%) from 2014

Net Assets

Down

$66,620

Down $389 (-0.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$676

Up $106 (+19%) from 2014

Expenses

Down

$1,065

Down $4,254 (-80%) from 2014

Net Income

Up

-$389

Up $4,360 (+92%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$66,620
Liabilities$0
Net Assets$66,620

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$676
Expenses$1,065
Net Income-$389
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/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
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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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