Civic Intelligence

Southampton Free Library

990 • Fiscal year 2017 • EIN 23-1676257

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

947 Street RoadSouthampton, PA 18966

(215) 322-1415

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

61st percentile

8.1%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$81,699

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$938,990

Up $132,370 (+16%) from 2016

Net Assets

Up

$938,990

Up $132,370 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$718,752

Up $18,477 (+2.6%) from 2016

Expenses

Up

$660,717

Up $16,607 (+2.6%) from 2016

Net Income

Up

$58,035

Up $1,870 (+3.3%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $512,886Liabilities 2010: $0Net Assets 2010: $512,8862010Assets 2011: $528,412Liabilities 2011: $0Net Assets 2011: $528,4122011Assets 2012: $573,838Liabilities 2012: $0Net Assets 2012: $573,8382012Assets 2013: $595,936Liabilities 2013: $0Net Assets 2013: $595,9362013Assets 2014: $639,946Liabilities 2014: $0Net Assets 2014: $639,9462014Assets 2015: $686,975Liabilities 2015: $0Net Assets 2015: $686,9752015Assets 2016: $806,620Liabilities 2016: $0Net Assets 2016: $806,6202016Assets 2017: $938,990Liabilities 2017: $0Net Assets 2017: $938,9902017Assets 2018: $719,092Liabilities 2018: $0Net Assets 2018: $719,0922018Assets 2019: $689,937Liabilities 2019: $0Net Assets 2019: $689,9372019Assets 2020: $897,296Liabilities 2020: $0Net Assets 2020: $897,2962020Assets 2021: $1,084,548Liabilities 2021: $0Net Assets 2021: $1,084,5482021Assets 2022: $917,012Liabilities 2022: $0Net Assets 2022: $917,0122022Assets 2023: $1,040,971Liabilities 2023: $0Net Assets 2023: $1,040,9712023Assets 2024: $1,196,951Liabilities 2024: $0Net Assets 2024: $1,196,9512024

Highlighted filing

2017

Assets$938,990
Liabilities$0
Net Assets$938,990

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $537,4482010Expenses 2011: $560,8992011Expenses 2012: $603,7342012Revenue 2013: $674,725Expenses 2013: $739,164Net Income 2013: -$64,4392013Revenue 2014: $660,199Expenses 2014: $658,108Net Income 2014: $2,0912014Revenue 2015: $708,398Expenses 2015: $635,272Net Income 2015: $73,1262015Revenue 2016: $700,275Expenses 2016: $644,110Net Income 2016: $56,1652016Revenue 2017: $718,752Expenses 2017: $660,717Net Income 2017: $58,0352017Revenue 2018: $898,438Expenses 2018: $1,067,790Net Income 2018: -$169,3522018Revenue 2019: $682,095Expenses 2019: $815,911Net Income 2019: -$133,8162019Revenue 2020: $779,463Expenses 2020: $641,348Net Income 2020: $138,1152020Revenue 2021: $676,851Expenses 2021: $631,882Net Income 2021: $44,9692021Revenue 2022: $705,316Expenses 2022: $717,454Net Income 2022: -$12,1382022Revenue 2023: $702,101Expenses 2023: $720,702Net Income 2023: -$18,6012023Revenue 2024: $758,674Expenses 2024: $724,764Net Income 2024: $33,9102024

Highlighted filing

2017

Revenue$718,752
Expenses$660,717
Net Income$58,035
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.3
Gross Receipts
$718,752
Mission and Program Overview

Mission

To offer free and equal access to all forms of resources providing information, education, enjoyment and personal enrichment to the residents of upper southampton township.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$642,803$751,961▲ $109,158
Savings and Temporary Cash Investments$126,277$151,726▲ $25,449
Cash and Non-Interest-Bearing Accounts$37,540$35,303▼ $2,237
Total Assets$806,620$938,990▲ $132,370
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$786,697$909,004▲ $122,307
Permanently Rstr Net Assets$19,923$23,986▲ $4,063
Temporarily Rstr Net Assets-$6,000-
Total Net Assets Fund Balance$806,620$938,990▲ $132,370
Total Liabilities and Net Assets / Fund Balance$806,620$938,990▲ $132,370

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$457,899-▲ $81,866$-435$539,330
2016$410,258-▲ $48,539$-898$457,899
2015$397,799$11,430▲ $1,281$-252$410,258
2014$373,209-▲ $39,706$-15,116$397,799
2013$335,030-▲ $73,362$-35,183$373,209
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kim IngramDirectorFT$71,064$10,635$81,699

Board Members and Trustees

NameTitle
Andrea WoodringPresident
Debbie SilverTrustee
Mary RogersTrustee
Michelle McfarlaneTrustee
Peter LawtonSecretary
Darlene StarrTreasurer
Ray GreenbergVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$653,793
Program Service Revenue
$29,230
Investment Income
$35,021
Other Revenue
$708
All Other Contributions
$63,033
Change in Net Assets
$58,035

Audited Revenue Reconciliation

Revenue per Audited Statements
$718,752
Revenue Not Reported on Form 990
$74,335
Total Revenue per Audited Statements
$793,087
Total Revenue per Form 990
$718,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$445,911
Other Expenses$207,562
Total Fundraising Expense$15,389
Professional Fundraising Fees$7,244
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$265,333--$265,333
Current Officers, Directors, Trustees, and Key Employees$49,020$28,594$4,085$81,699
Other Employee Benefits$55,084--$55,084
Occupancy$44,574--$44,574
Payroll Taxes$25,609--$25,609
Pension Plan Contributions$18,186--$18,186
Fees for Services Other$12,457$4,169-$16,626
Office Expenses$9,730$2,334$4,060$16,124
Information Technology$14,239--$14,239
Insurance-$13,206-$13,206
Fees for Services Professional Fundraising--$7,244$7,244
Fees for Services Accounting-$5,700-$5,700
Conferences and Meetings-$524-$524
Travel-$289-$289
Advertising-$254-$254
Other Expenses$23,692$210-$210
Total Functional Expenses$586,974$58,354$15,389$660,717

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$660,717
Total Expenses per Audited Statements$660,717
Total Expenses per Form 990$660,717
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$7,244
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 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 form 990 is presented to the entire board for review prior to submission.

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

Officer salaries are reviewed annually by the board based on performance evaluations. Employees are usually given the same percentage raise as the township employees.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Southampton Free Library
EIN
23-1676257
Phone
2153221415
Address
947 STREET ROAD, SOUTHAMPTON, PA 18966

Signing Officer

Name
Kim Ingram
Title
Director
Phone
2153221415
Signed
2018-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Ingram
Formed
1921
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
19
Volunteers
28

Preparer

Firm
Bee Bergvall & Co
Address
PO BOX 754, WARRINGTON, PA 18976-0754
Preparer
Cynthia Bergvall CPA
Phone
2153432727
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The permanent endowment's interest and dividends is to be used for children's books. The board designated endowments' income can be used to fund the programs and operations of the library as the board of director shall direct.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 4,721 SPECIAL EVENTS 11,030
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0125001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0591564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011815
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066774
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0157761
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0708
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0521
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0936
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05341
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08245
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015751
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97470
IRS990ScheduleA/PublicSupportPY170Pct00.97070
IRS990ScheduleA/PublicSupportTotal170Amt03182964
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0540000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt0530000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0515000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0508000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0498400
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt02591400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0653793
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0646492
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0648857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0610421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0623401
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03182964
IRS990ScheduleA/TotalSupportAmt03265489
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0457899
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0539330
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt081866
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-435
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0410258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0457899
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-898
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0397799
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0410258
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-252
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0373209
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0397799
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0373209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-35183
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0660717
IRS990ScheduleD/NetUnrealizedGainsInvstAmt074335
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.04450
IRS990ScheduleD/RevenueNotReportedAmt074335
IRS990ScheduleD/RevenueSubtotalAmt0718752
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PERMANENT ENDOWMENT'S INTEREST AND DIVIDENDS IS TO BE USED FOR CHILDREN'S BOOKS. THE BOARD DESIGNATED ENDOWMENTS' INCOME CAN BE USED TO FUND THE PROGRAMS AND OPERATIONS OF THE LIBRARY AS THE BOARD OF DIRECTOR SHALL DIRECT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalExpensesPerForm990Amt0660717
IRS990ScheduleD/TotalRevenuePerForm990Amt0718752
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0793087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0660717
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICER SALARIES ARE REVIEWED ANNUALLY BY THE BOARD BASED ON PERFORMANCE EVALUATIONS. EMPLOYEES ARE USUALLY GIVEN THE SAME PERCENTAGE RAISE AS THE TOWNSHIP EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0806620
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IRS990/TotalContributionsAmt0653793
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015389
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058354
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0586974
IRS990/TotalFunctionalExpensesGrp/TotalAmt0660717
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0806620
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0938990
IRS990/TotalOtherCompensationAmt010635
IRS990/TotalProgramServiceExpensesAmt0586974
IRS990/TotalProgramServiceRevenueAmt029230
IRS990/TotalReportableCompFromOrgAmt071064
IRS990/TotalRevenueGrp/ExclusionAmt035021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029938
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0718752
IRS990/TotalVolunteersCnt028
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0806620
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0938990
IRS990/TravelGrp/ManagementAndGeneralAmt0289
IRS990/TravelGrp/TotalAmt0289
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0786697
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0909004
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0947 STREET ROAD
IRS990/USAddress/CityNm0SOUTHAMPTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018966
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SOUTHAMPTONFREELIBRARY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.76$0.72$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.70$0.72$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.71$0.72$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.68$0.63$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.78$0.64$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.68$0.82$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.90$1.07$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.72$0.66$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.70$0.64$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.71$0.64$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.66$0.66$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.67$0.74$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.54