Civic Intelligence

Manheim Historical Society

990 • Fiscal year 2017 • EIN 23-2698291

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 19, 2018

88 S Grant St PO Box 396Manheim, PA 17545

(717) 664-3486

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.22x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

116%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,259,384

Up $161,081 (+7.7%) from 2016

Net Assets

Up

$2,209,379

Up $161,080 (+7.9%) from 2016

Liabilities

Up

$50,005

Up $1 (+0.0%) from 2016

Revenue

Up

$229,626

Up $123,357 (+116%) from 2016

Expenses

Up

$106,031

Up $3,654 (+3.6%) from 2016

Net Income

Up

$123,595

Up $119,703 (+3076%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,536,436Liabilities 2011: $125Net Assets 2011: $1,536,3112011Assets 2012: $1,536,297Liabilities 2012: $53Net Assets 2012: $1,536,2442012Assets 2013: $1,583,148Liabilities 2013: $26Net Assets 2013: $1,583,1222013Assets 2014: $1,593,513Liabilities 2014: $25Net Assets 2014: $1,593,4882014Assets 2015: $2,070,923Liabilities 2015: $9Net Assets 2015: $2,070,9142015Assets 2016: $2,098,303Liabilities 2016: $50,004Net Assets 2016: $2,048,2992016Assets 2017: $2,259,384Liabilities 2017: $50,005Net Assets 2017: $2,209,3792017Assets 2018: $2,134,230Liabilities 2018: $50,019Net Assets 2018: $2,084,2112018Assets 2019: $2,238,837Liabilities 2019: $50,017Net Assets 2019: $2,188,8202019Assets 2020: $2,536,425Liabilities 2020: $50,000Net Assets 2020: $2,486,4252020Assets 2021: $2,783,535Liabilities 2021: $50,000Net Assets 2021: $2,733,5352021Assets 2022: $2,595,677Liabilities 2022: $50,000Net Assets 2022: $2,545,6772022Assets 2023: $2,694,524Liabilities 2023: $50,033Net Assets 2023: $2,644,4912023Assets 2024: $2,764,553Liabilities 2024: $50,054Net Assets 2024: $2,714,4992024

Highlighted filing

2017

Assets$2,259,384
Liabilities$50,005
Net Assets$2,209,379

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $86,3762011Expenses 2012: $78,2702012Revenue 2013: $103,256Expenses 2013: $83,063Net Income 2013: $20,1932013Revenue 2014: $108,740Expenses 2014: $90,175Net Income 2014: $18,5652014Revenue 2015: $616,734Expenses 2015: $99,977Net Income 2015: $516,7572015Revenue 2016: $106,269Expenses 2016: $102,377Net Income 2016: $3,8922016Revenue 2017: $229,626Expenses 2017: $106,031Net Income 2017: $123,5952017Revenue 2018: $120,718Expenses 2018: $122,373Net Income 2018: -$1,6552018Revenue 2019: $94,269Expenses 2019: $114,426Net Income 2019: -$20,1572019Revenue 2020: $379,170Expenses 2020: $113,124Net Income 2020: $266,0462020Revenue 2021: $286,701Expenses 2021: $115,224Net Income 2021: $171,4772021Revenue 2022: $127,752Expenses 2022: $116,608Net Income 2022: $11,1442022Revenue 2023: $77,905Expenses 2023: $120,383Net Income 2023: -$42,4782023Revenue 2024: $169,395Expenses 2024: $113,754Net Income 2024: $55,6412024

Highlighted filing

2017

Revenue$229,626
Expenses$106,031
Net Income$123,595
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 19, 2018
Return Version
2017v2.3
Gross Receipts
$527,162
Mission and Program Overview

Mission

Historic preservation museum

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,148,330$1,117,019▼ $31,311
Investments in Publicly Traded Securities$791,177$957,459▲ $166,282
Cash and Non-Interest-Bearing Accounts$77,180$102,825▲ $25,645
Inventories for Sale or Use$4,740$4,730▼ $10
Total Assets$2,098,303$2,259,384▲ $161,081
Other Assets Total$76,876$77,351▲ $475
Liabilities
Other Liabilities$50,004$50,005▲ $1
Total Liabilities$50,004$50,005▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$2,034,280$2,191,923▲ $157,643
Temporarily Rstr Net Assets$14,019$17,456▲ $3,437
Total Net Assets Fund Balance$2,048,299$2,209,379▲ $161,080
Total Liabilities and Net Assets / Fund Balance$2,098,303$2,259,384▲ $161,081

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,113,725$568,466-
Equipment$3,294$32,295-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$791,177$118,425▲ $86,049$28,673$957,459
2016$749,275$12,201▲ $61,377$25,144$791,177
2015$256,564$520,000▼ $22,595-$749,275
2014$244,173$961▲ $14,448-$256,564
2013$148,813$69,551▲ $27,671-$244,172
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim HoffmanPresident
Bea KreinerDirector
Burt SavitzDirector
Donna BowersoxDirector
Jean GatesDirector
John EichelbergerDirector
Patricia HouckDirector
Wesley GeibDirector
Audrey GeibSecretary
Anthony GreinerTreasurer
David BalmerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$180,823
Program Service Revenue
$0
Investment Income
$48,864
Other Revenue
$-61
All Other Contributions
$156,453
Change in Net Assets
$123,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,031
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$47,396$828-$48,224
Occupancy$13,494$1,448-$14,942
Office Expenses$9,179$4,479-$13,658
Fees for Services Other-$12,279-$12,279
Insurance$3,166$3,433-$6,599
Advertising-$2,254-$2,254
Other Expenses$150$180-$150
Total Functional Expenses$80,535$25,496$0$106,031
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,406
Fundraising Direct Expenses$7,064
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$50,000
Sales Tax Payable$5
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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 2

Wesley geib audrey geib director secretary family relationship

Form 990, Page 6, Part VI, Line 6

The organization has members. Membership is open to the public.

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by finance committee and executive board prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policy is reviewed by executive board annually.

Form 990, Page 6, Part VI, Line 19

All documents are available upon request. Availability is listed on correspondence and newsletter.

Filing and Contact Details

Filer

Filer Name
Manheim Historical Society
EIN
23-2698291
Phone
7176643486
Address
88 S GRANT ST PO BOX 396, MANHEIM, PA 17545

Signing Officer

Name
Anthony Greiner
Title
Treasurer
Phone
7174714761
Signed
2018-07-19

Organization Details

Principal Officer
Anthony Greiner
Formed
1964
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20

Preparer

Firm
Randy L Brandt CPA LLC
Address
18 S MAIN ST, MANHEIM, PA 17545-1604
Preparer
Randy L Brandt
Phone
7176652849
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees 0 12,279 0

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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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt08365
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108181
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0568466
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IRS990ScheduleD/CollectionUsedPreservationInd0X
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0118425
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012201
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061377
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025144
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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03294
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032295
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE ADVANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01117019
IRS990ScheduleD/TotalLiabilityAmt050005
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY GEIB AUDREY GEIB DIRECTOR SECRETARY FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS. MEMBERSHIP IS OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY FINANCE COMMITTEE AND EXECUTIVE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS REVIEWED BY EXECUTIVE BOARD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. AVAILABILITY IS LISTED ON CORRESPONDENCE AND NEWSLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES 0 12,279 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.05$2.71$0.17$0.11$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.05$2.64$0.08$0.12$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.05$2.55$0.13$0.12$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.05$2.73$0.29$0.12$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.05$2.49$0.38$0.11$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.05$2.19$0.09$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.05$2.08$0.12$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.05$2.21$0.23$0.11$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.05$2.05$0.11$0.10$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.62$0.10$0.52
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11$0.09$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.09