Civic Intelligence

Tulpehocken Settlement Historical Society

990EZ • Fiscal year 2017 • EIN 23-2090353

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 12, 2018

116 N Front StreetWomelsdorf, PA 19567

(610) 589-4933

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

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

Assets

Up

$297,462

Up $4,426 (+1.5%) from 2016

Net Assets

Up

$297,462

Up $4,426 (+1.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$35,390

Up $6,432 (+22%) from 2016

Expenses

Up

$31,217

Up $8,725 (+39%) from 2016

Net Income

Down

$4,173

Down $2,293 (-35%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $299,149Liabilities 2011: $02011Assets 2012: $299,091Liabilities 2012: $02012Assets 2013: $305,801Liabilities 2013: $02013Assets 2014: $288,906Net Assets 2014: $288,9062014Assets 2015: $291,934Net Assets 2015: $291,9342015Assets 2016: $293,036Net Assets 2016: $293,0362016Assets 2017: $297,462Net Assets 2017: $297,4622017Assets 2018: $307,132Net Assets 2018: $307,1322018Assets 2019: $317,173Net Assets 2019: $317,1732019Assets 2020: $317,649Net Assets 2020: $317,6492020Assets 2021: $330,785Net Assets 2021: $330,7852021Assets 2022: $324,130Net Assets 2022: $324,1302022Assets 2023: $337,344Net Assets 2023: $337,3442023Assets 2024: $368,687Net Assets 2024: $368,6872024

Highlighted filing

2017

Assets$297,462
Liabilities-
Net Assets$297,462

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $16,258Expenses 2011: $23,234Net Income 2011: -$6,9762011Revenue 2012: $21,712Expenses 2012: $21,770Net Income 2012: -$582012Revenue 2013: $29,080Expenses 2013: $22,374Net Income 2013: $6,7062013Revenue 2014: $30,508Expenses 2014: $47,402Net Income 2014: -$16,8942014Revenue 2015: $27,774Expenses 2015: $24,745Net Income 2015: $3,0292015Revenue 2016: $28,958Expenses 2016: $22,492Net Income 2016: $6,4662016Revenue 2017: $35,390Expenses 2017: $31,217Net Income 2017: $4,1732017Revenue 2018: $61,878Expenses 2018: $47,232Net Income 2018: $14,6462018Revenue 2019: $37,086Expenses 2019: $29,272Net Income 2019: $7,8142019Revenue 2020: $24,387Expenses 2020: $21,130Net Income 2020: $3,2572020Revenue 2021: $52,776Expenses 2021: $43,113Net Income 2021: $9,6632021Revenue 2022: $31,255Expenses 2022: $28,374Net Income 2022: $2,8812022Revenue 2023: $48,899Expenses 2023: $38,807Net Income 2023: $10,0922023Revenue 2024: $82,993Expenses 2024: $50,664Net Income 2024: $32,3292024

Highlighted filing

2017

Revenue$35,390
Expenses$31,217
Net Income$4,173
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$38,182
Mission and Program Overview

Mission

Preserve historical items

Program Services

DescriptionGrantsExpenses
PRESERVE HISTORICAL ITEMS-$7,888
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARLE HENDERSONPresident-$0--
ROZANNE MEREDITHRec Secty-$0--
MARTIN D COLBYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tulpehocken Settlement Historical
EIN
23-2090353
Phone
6105894933
Address
116 N FRONT STREET, WOMELSDORF, PA 19567

Signing Officer

Name
Martin D Colby
Title
Treasurer
Phone
6105894933
Signed
2018-07-12

Preparer

Firm
Cory D Peiffer Pc
Address
130 W HIGH STREET, WOMELSDORF, PA 19567-1206
Preparer
Cory D Peiffer CPA
Phone
6105894391
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 192 total 192

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 375 office 3,700 insurance 3,941 miscellaneous 1,719 bank service charges 75 purchase of historical it 7,888 total 17,698

Form 990-ez, Part I, Line 20

Adjust book investments from 0 cost to market value approach 253

Form 990-ez, Part II, Line 24

Building/land 200,000 200,000 total 200,000 200,000

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARTIN COLBY
IRS990EZ/BooksInCareOfDetail/PhoneNum06105894933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt070 BEGONIA COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOMELSDORF
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019567
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097462
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030685
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04173
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0293036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0297462
IRS990EZ/FundraisingGrossIncomeAmt04229
IRS990EZ/GrossReceiptsAmt038182
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03076
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0293036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0297462
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0293036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0297462
IRS990EZ/OccupancyRentUtltsAndMaintAmt05977
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EARLE HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROZANNE MEREDITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTIN D COLBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1REC SECTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200000
IRS990EZ/OtherChangesInNetAssetsAmt0253
IRS990EZ/OtherExpensesTotalAmt017698
IRS990EZ/OtherRevenueTotalAmt0192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE HISTORICAL ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE HISTORICAL ITEMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07888
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07542
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02792
IRS990EZ/SpecialEventsNetIncomeLossAmt01437
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031217
IRS990EZ/TotalProgramServiceExpensesAmt07888
IRS990EZ/TotalRevenueAmt035390
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt023882
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0116575
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02751
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03405
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02337
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06543
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt033287
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02751
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014602
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.10000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91120
IRS990ScheduleA/PublicSupportPY509Pct00.89520
IRS990ScheduleA/PublicSupportTotal509Amt0149862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028639
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030225
IRS990ScheduleA/Total509Grp/TotalAmt0149862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt041258
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032562
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 192 TOTAL 192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 375 OFFICE 3,700 INSURANCE 3,941 MISCELLANEOUS 1,719 BANK SERVICE CHARGES 75 PURCHASE OF HISTORICAL IT 7,888 TOTAL 17,698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJUST BOOK INVESTMENTS FROM 0 COST TO MARKET VALUE APPROACH 253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BUILDING/LAND 200,000 200,000 TOTAL 200,000 200,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN D COLBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06105894933
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TULPEHOCKEN SETTLEMENT HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TULP
ReturnHeader/Filer/EIN0232090353
ReturnHeader/Filer/PhoneNum06105894933
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 N FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0WOMELSDORF
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ReturnHeader/Filer/USAddress/ZIPCd019567
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058993B9AAC63A9ECE33A1C25BF98E74F34A1D633
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.244.231.178
ReturnHeader/FilingSecurityInformation/IPDt02018-07-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:13:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232789214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORY D PEIFFER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOMELSDORF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0195671206
ReturnHeader/PreparerPersonGrp/PhoneNum06105894391
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CORY D PEIFFER CPA
ReturnHeader/ReturnTs02018-07-20T12:13:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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