Civic Intelligence

Perry Historians Airy View School House

990 • Fiscal year 2016 • EIN 23-2006313

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 26, 2017

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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.0%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$630,238

Down $51 (-0.0%) from 2015

Net Assets

Down

$630,238

Down $51 (-0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

Up

$56,444

Up $10,004 (+22%) from 2015

Expenses

Down

$32,961

Down $23,417 (-42%) from 2015

Net Income

Up

$23,483

Up $33,421 (+336%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2016

Assets$630,238
Liabilities$0
Net Assets$630,238
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

2016

Revenue$56,444
Expenses$32,961
Net Income$23,483
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 26, 2017
Return Version
2016v3.0
Gross Receipts
$65,044
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$444,995$428,538▼ $16,457
Savings and Temporary Cash Investments$185,294$201,699▲ $16,405
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$630,289$630,238▼ $51
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$416,158$381,703▼ $34,455
Temporarily Rstr Net Assets$146,431$155,141▲ $8,710
Permanently Rstr Net Assets$67,700$93,394▲ $25,694
Total Net Assets Fund Balance$630,289$630,238▼ $51
Total Liabilities and Net Assets / Fund Balance$630,289$630,238▼ $51

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$393,254$259,079$652,333
Other Land Buildings$35,284-$35,284
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jerry ClousePresident
Arlene WarnerDirector
Dennis HockerDirector
Jack RichardDirector
Daniel Barkley1st Vice Pre
Gerald Bell2nd Vice Pre
Steven MetzgerFinancial Se
Jean H TuzinskiSecretary
Donna ZinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,416
Program Service Revenue
$7,948
Investment Income
$2,625
Other Revenue
$15,455
All Other Contributions
$8,353
Change in Net Assets
$23,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$5,556--$5,556
All Other Expenses$4,580--$4,580
Office Expenses$938$2,190-$3,128
Insurance-$1,557-$1,557
Fees for Services Accounting-$1,525-$1,525
Other Expenses$1,380--$1,380
Total Functional Expenses$27,689$5,272$0$32,961
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,868
Fundraising Direct Expenses$3,517
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
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
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
7175679110
Signed
2017-06-26
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

“Record preservation 1,375 0 0 taxes 1,304 0 0 education 1,216 0 0 archives and artifacts 685 0 0 total 4,580 0 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -23,534”

Raw XML Appendix380 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/PublicSupportCY509Pct00.97540
IRS990ScheduleA/PublicSupportPY509Pct00.98020
IRS990ScheduleA/PublicSupportTotal509Amt0298630
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt061614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt051400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056930
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072453
IRS990ScheduleA/Total509Grp/TotalAmt0298630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0306175
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0393254
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0259079
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0652333
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035284
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0428538
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/ExplanationTxt3RECORD PRESERVATION 1,375 0 0 TAXES 1,304 0 0 EDUCATION 1,216 0 0 ARCHIVES AND ARTIFACTS 685 0 0 TOTAL 4,580 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE -23,534
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0146431
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0155141
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0630289
IRS990/TotalAssetsEOYAmt0630238
IRS990/TotalAssetsGrp/BOYAmt0630289
IRS990/TotalAssetsGrp/EOYAmt0630238
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030416
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05272
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027689
IRS990/TotalFunctionalExpensesGrp/TotalAmt032961
IRS990/TotalGrossUBIAmt0805
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0630289
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0630238
IRS990/TotalProgramServiceExpensesAmt027689
IRS990/TotalProgramServiceRevenueAmt07948
IRS990/TotalRevenueGrp/ExclusionAmt06646
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056444
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0805
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0630289
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0630238
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0416158
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0381703
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0881 UPPER BAILEY ROAD
IRS990/USAddress/CityNm0NEWPORT
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017074
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN METZGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07175679110
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-26
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/FilingSecurityInformation/AtSubmissionCreationDeviceId065CBC510D1B41C6325B8FDAE3E7C5A3DC422E9ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02F5D4A0A014269BE70A80A5007DAC981B85BB602
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/PreparationDt02017-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02017-07-24T10:41:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$630,238
Liabilities
$0
Net assets
$630,238
Revenue
$56,444
Expenses
$32,961
Net income
$23,483
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