Civic Intelligence

Perry Historians Airy View School House

990 • Fiscal year 2014 • EIN 23-2006313

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 23, 2015

Organization Profile
PO Box 73Newport, PA 17074

(717) 567-3792

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

29th percentile

-4.0%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.3%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$640,227

Down $4,209 (-0.7%) from 2012

Net Assets

Down

$640,227

Down $4,209 (-0.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin29th percentile

Revenue

$54,512

No earlier filing loaded for comparison.

Expenses

Down

$56,674

Down $12,760 (-18%) from 2012

Net Income

-$2,162

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.0M$500K$0Assets 2010: $643,148Liabilities 2010: $0Net Assets 2010: $643,1482010Assets 2011: $643,650Liabilities 2011: $29Net Assets 2011: $643,6212011Assets 2012: $644,436Liabilities 2012: $0Net Assets 2012: $644,4362012Assets 2014: $640,227Liabilities 2014: $0Net Assets 2014: $640,2272014Assets 2015: $630,289Liabilities 2015: $0Net Assets 2015: $630,2892015Assets 2016: $630,238Liabilities 2016: $0Net Assets 2016: $630,2382016Assets 2017: $629,689Liabilities 2017: $0Net Assets 2017: $629,6892017Assets 2018: $651,097Liabilities 2018: $0Net Assets 2018: $651,0972018Assets 2019: $632,755Liabilities 2019: $0Net Assets 2019: $632,7552019Assets 2020: $649,677Liabilities 2020: $0Net Assets 2020: $649,6772020Assets 2021: $744,482Liabilities 2021: $0Net Assets 2021: $744,4822021Assets 2022: $709,405Liabilities 2022: $0Net Assets 2022: $709,4052022Assets 2023: $840,830Liabilities 2023: $0Net Assets 2023: $840,8302023Assets 2024: $921,184Liabilities 2024: $0Net Assets 2024: $921,1842024

Highlighted filing

2014

Assets$640,227
Liabilities$0
Net Assets$640,227
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $56,6192010Expenses 2011: $55,1932011Expenses 2012: $69,4342012Revenue 2014: $54,512Expenses 2014: $56,674Net Income 2014: -$2,1622014Revenue 2015: $46,440Expenses 2015: $56,378Net Income 2015: -$9,9382015Revenue 2016: $56,444Expenses 2016: $32,961Net Income 2016: $23,4832016Revenue 2017: $65,853Expenses 2017: $42,868Net Income 2017: $22,9852017Revenue 2018: $101,738Expenses 2018: $80,330Net Income 2018: $21,4082018Revenue 2019: $47,104Expenses 2019: $65,446Net Income 2019: -$18,3422019Revenue 2020: $69,745Expenses 2020: $52,823Net Income 2020: $16,9222020Revenue 2021: $140,526Expenses 2021: $58,861Net Income 2021: $81,6652021Revenue 2022: $52,962Expenses 2022: $101,179Net Income 2022: -$48,2172022Revenue 2023: $108,384Expenses 2023: $63,363Net Income 2023: $45,0212023Revenue 2024: $58,181Expenses 2024: $64,653Net Income 2024: -$6,4722024

Highlighted filing

2014

Revenue$54,512
Expenses$56,674
Net Income-$2,162
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 23, 2015
Return Version
2014v5.0
Gross Receipts
$58,485
Mission and Program Overview

Mission

Genealogy library is maintained for public use and is fully stocked with reference books, microfilm, etc. Training seminars and educational bus tours are conducted. The library is open to members and the public three days a week.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$465,123$446,407▼ $18,716
Savings and Temporary Cash Investments$177,266$193,820▲ $16,554
Total Assets$642,389$640,227▼ $2,162
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$461,007$572,527▲ $111,520
Temporarily Rstr Net Assets$113,682--
Permanently Rstr Net Assets$67,700$67,700→ $0
Total Net Assets Fund Balance$642,389$640,227▼ $2,162
Total Liabilities and Net Assets / Fund Balance$642,389$640,227▼ $2,162

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$411,123$218,024$629,147
Other Land Buildings$35,284-$35,284
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Gerald BellPresident
Arlene WarnerDirector
Dennis HockerDirector
Jack RichardDirector
Jerry Clouse1st V Presid
Daniel Barkley2nd V Presid
Steven MetzgerFinancial Se
Jean H TuzinskiSecretary
Donna ZinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,485
Program Service Revenue
$10,289
Investment Income
$1,472
Other Revenue
$24,266
All Other Contributions
$1,485
Change in Net Assets
$-2,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,674
Total Fundraising Expense$4,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$22,280--$22,280
All Other Expenses$7,613--$7,613
Other Expenses$3,071-$4,759$3,071
Occupancy$2,582--$2,582
Office Expenses$559$1,305-$1,864
Fees for Services Accounting-$1,495-$1,495
Insurance-$1,486-$1,486
Advertising$30$70-$100
Conferences and Meetings$95--$95
Total Functional Expenses$47,559$4,356$4,759$56,674
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request for review at the organization's headquarters and library.”

Filing and Contact Details

Filer

Filer Name
The Perry Historians
EIN
23-2006313
Phone
7175673792
Address
PO BOX 73, NEWPORT, PA 17074

Signing Officer

Name
Steven Metzger
Title
Financial Secretary
Phone
7175673792
Signed
2015-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Metzger
Formed
1976
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Robert W Morris & Company Pc
Address
PO BOX 68, NEW BLOOMFIELD, PA 17068-0068
Preparer
Robert W Morris Iii
Phone
7175828135
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Genealogy library is maintained for public use and is fully stocked with reference books, microfilm, etc. Training seminars and educational bus tours are conducted. The library is open to members and the public three days a week.”

Form 990, Part IX, Line 24E

“Carol. Furn preservation 2,657 0 0 library expenses 2,167 0 0 record preservation 1,341 0 0 taxes 448 0 0 archives and artifacts 445 0 0 education 355 0 0 preservation project 200 0 0”

Raw XML Appendix377 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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IRS990ScheduleA/PublicSupportPY509Pct00.97880
IRS990ScheduleA/PublicSupportTotal509Amt0292596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt054758
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt052222
IRS990ScheduleA/Total509Grp/TotalAmt0292596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt073773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt055731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053291
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0298701
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0411123
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0218024
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0629147
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035284
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0446407
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GENEALOGY LIBRARY IS MAINTAINED FOR PUBLIC USE AND IS FULLY STOCKED WITH REFERENCE BOOKS, MICROFILM, ETC. TRAINING SEMINARS AND EDUCATIONAL BUS TOURS ARE CONDUCTED. THE LIBRARY IS OPEN TO MEMBERS AND THE PUBLIC THREE DAYS A WEEK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR REVIEW AT THE ORGANIZATION'S HEADQUARTERS AND LIBRARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CAROL. FURN PRESERVATION 2,657 0 0 LIBRARY EXPENSES 2,167 0 0 RECORD PRESERVATION 1,341 0 0 TAXES 448 0 0 ARCHIVES AND ARTIFACTS 445 0 0 EDUCATION 355 0 0 PRESERVATION PROJECT 200 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0113682
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0642389
IRS990/TotalAssetsEOYAmt0640227
IRS990/TotalAssetsGrp/BOYAmt0642389
IRS990/TotalAssetsGrp/EOYAmt0640227
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018485
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04759
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04356
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047559
IRS990/TotalFunctionalExpensesGrp/TotalAmt056674
IRS990/TotalGrossUBIAmt0780
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0642389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0640227
IRS990/TotalProgramServiceExpensesAmt047559
IRS990/TotalProgramServiceRevenueAmt010289
IRS990/TotalRevenueGrp/ExclusionAmt012973
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022274
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054512
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0780
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0642389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0640227
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0461007
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0572527
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0881 UPPER BAILEY RD
IRS990/USAddress/CityNm0NEWPORT
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017074
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN METZGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07175673792
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PERRY HISTORIANS
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0232006313
ReturnHeader/Filer/PhoneNum07175673792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 73
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017074
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251817405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT W MORRIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 68
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BLOOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170680068
ReturnHeader/PreparerPersonGrp/PhoneNum07175828135
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02015-08-06T09:35:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$640,227
Liabilities
$0
Net assets
$640,227
Revenue
$54,512
Expenses
$56,674
Net income
-$2,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.58$0.65$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$1.08$0.63$0.45
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.00$7.09$0.53$1.01$0.48
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$1.41$0.59$0.82
2020Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.70$0.53$0.17
2019Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.47$0.65$0.18
2018Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.02$0.80$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.66$0.43$0.23
2016Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.56$0.33$0.23
2015Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.46$0.56$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.55$0.57$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.00$6.44$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.00$6.44$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.00$6.43$0.57