Civic Intelligence

Perry Historians Airy View School House

990 • Fiscal year 2017 • EIN 23-2006313

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 20, 2018

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.

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

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

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

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.

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

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

68th percentile

17%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$629,689

Down $549 (-0.1%) from 2016

Net Assets

Down

$629,689

Down $549 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin86th percentile

Revenue

Up

$65,853

Up $9,409 (+17%) from 2016

Expenses

Up

$42,868

Up $9,907 (+30%) from 2016

Net Income

Down

$22,985

Down $498 (-2.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$629,689
Liabilities$0
Net Assets$629,689
Open 2017 Filing

Operations Trend

Revenue Growth68th 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

2017

Revenue$65,853
Expenses$42,868
Net Income$22,985
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 20, 2018
Return Version
2017v2.3
Gross Receipts
$76,370
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$428,538$403,939▼ $24,599
Savings and Temporary Cash Investments$201,699$225,750▲ $24,051
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$630,238$629,689▼ $549
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$381,703$339,748▼ $41,955
Temporarily Rstr Net Assets$155,141$222,241▲ $67,100
Permanently Rstr Net Assets$93,394$67,700▼ $25,694
Total Net Assets Fund Balance$630,238$629,689▼ $549
Total Liabilities and Net Assets / Fund Balance$630,238$629,689▼ $549

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$368,655$283,678$652,333
Other Land Buildings$35,284-$35,284
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Gerald BellPresident
Arlene WarnerDirector
Dennis HockerDirector
Jack RichardDirector
Daniel Barkley1st Vice Pre
Jerry Clouse2nd Vice Pre
Steven MetzgerFinancial Se
Jean H TuzinskiSecretary
Donna ZinnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,046
Program Service Revenue
$12,468
Investment Income
$1,954
Other Revenue
$11,385
All Other Contributions
$25,046
Change in Net Assets
$22,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$42,868
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$15,782--$15,782
Office Expenses$2,195$5,120-$7,315
Insurance-$1,981-$1,981
Fees for Services Accounting-$1,525-$1,525
All Other Expenses$1,144--$1,144
Other Expenses$745--$745
Total Functional Expenses$34,242$8,626$0$42,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,375
Fundraising Gross Income$5,341
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
Gerald Bell
Title
President
Phone
7175679110
Signed
2018-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald Bell
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 XI, Line 9

“Book / tax depreciation difference -23,534”

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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IRS990ScheduleA/PublicSupportPY509Pct00.97540
IRS990ScheduleA/PublicSupportTotal509Amt0299706
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt061614
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056930
IRS990ScheduleA/Total509Grp/TotalAmt0299706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt064239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt052257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt057705
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0307885
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0368655
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0283678
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0652333
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035284
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0403939
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/ExplanationTxt3BOOK / 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 XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0222241
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0630238
IRS990/TotalAssetsEOYAmt0629689
IRS990/TotalAssetsGrp/BOYAmt0630238
IRS990/TotalAssetsGrp/EOYAmt0629689
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt040046
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08626
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034242
IRS990/TotalFunctionalExpensesGrp/TotalAmt042868
IRS990/TotalGrossUBIAmt0887
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0630238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0629689
IRS990/TotalProgramServiceExpensesAmt034242
IRS990/TotalProgramServiceRevenueAmt012468
IRS990/TotalRevenueGrp/ExclusionAmt04342
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065853
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0887
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0630238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0629689
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0381703
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0339748
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01222 HIGH STREET
IRS990/USAddress/CityNm0DUNCANNON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017020
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175679110
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-20
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/AtSubmissionCreationDeviceId02A3746E8CD62879C5EF7DCBB266AA8A477FC794A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId099843EED5F1CBB4A46654EAF5A85F79470B767F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:01:38
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/PreparationDt02018-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02018-08-27T10:01:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$629,689
Liabilities
$0
Net assets
$629,689
Revenue
$65,853
Expenses
$42,868
Net income
$22,985
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