Civic Intelligence

Perry Historians Airy View School House

990 • Fiscal year 2018 • EIN 23-2006313

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 30, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$651,097

Up $21,408 (+3.4%) from 2017

Net Assets

Up

$651,097

Up $21,408 (+3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin78th percentile

Revenue

Up

$101,738

Up $35,885 (+54%) from 2017

Expenses

Up

$80,330

Up $37,462 (+87%) from 2017

Net Income

Down

$21,408

Down $1,577 (-6.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$651,097
Liabilities$0
Net Assets$651,097
Open 2018 Filing

Operations Trend

Revenue Growth87th 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

2018

Revenue$101,738
Expenses$80,330
Net Income$21,408
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$111,392
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$403,939$379,223▼ $24,716
Savings and Temporary Cash Investments$225,750$271,874▲ $46,124
Total Assets$629,689$651,097▲ $21,408
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$339,748$346,268▲ $6,520
Temporarily Rstr Net Assets$222,241$304,829▲ $82,588
Permanently Rstr Net Assets$67,700--
Total Net Assets Fund Balance$629,689$651,097▲ $21,408
Total Liabilities and Net Assets / Fund Balance$629,689$651,097▲ $21,408

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$343,939$308,394$652,333
Other Land Buildings$35,284-$35,284
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$72,550
Program Service Revenue
$12,848
Investment Income
$4,536
Other Revenue
$11,804
All Other Contributions
$57,550
Change in Net Assets
$21,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,330
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
Depreciation Depletion$23,651--$23,651
Office Expenses$1,513$3,531-$5,044
Occupancy$4,641--$4,641
Other Expenses$2,657--$2,657
Insurance-$1,770-$1,770
Fees for Services Accounting-$1,595-$1,595
All Other Expenses$1,248--$1,248
Total Functional Expenses$73,434$6,896$0$80,330
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,186
Fundraising Gross Income$4,064
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
2019-07-30
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
Volunteers
24

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.”

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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IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0343939
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0308394
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0652333
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt035284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035284
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0379223
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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/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
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073434
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IRS990/TotalProgramServiceRevenueAmt012848
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0922
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0339748
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IRS990/USAddress/ZIPCd017020
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IRS990/VotingMembersIndependentCnt09
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175679110
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PERRY HISTORIANS
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0232006313
ReturnHeader/Filer/PhoneNum07175673792
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 73
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId099843EED5F1CBB4A46654EAF5A85F79470B767F7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A3746E8CD62879C5EF7DCBB266AA8A477FC794A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:01:06
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/PreparationDt02019-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W MORRIS III
ReturnHeader/ReturnTs02019-09-13T09:01:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$651,097
Liabilities
$0
Net assets
$651,097
Revenue
$101,738
Expenses
$80,330
Net income
$21,408
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