Civic Intelligence

The Historical Society

EIN 23-2857281 • 501(c)3

Profile

To provide professional historians a framework within which to interact and promote study.

162 Old Colony Ave02170

www.bu.edu/HISTORIC

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2014

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-476%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

4th percentile

-97%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $646,472 (-100%) from 2013

Liabilities

Down

$0

Down $336,742 (-100%) from 2013

Net Assets

Down

$0

Down $309,730 (-100%) from 2013

Operations
Liabilities / Revenue61st percentileNet Margin4th percentile

Revenue

Down

$65,101

Down $2,389,082 (-97%) from 2013

Expenses

Down

$374,831

Down $1,825,468 (-83%) from 2013

Net Income

Down

-$309,730

Down $563,614 (-222%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $477,303Liabilities 2010: $424,597Net Assets 2010: $52,7062010Assets 2011: $311,353Liabilities 2011: $255,916Net Assets 2011: $55,4372011Assets 2012: $1,747,385Liabilities 2012: $1,691,541Net Assets 2012: $55,8442012Assets 2013: $646,472Liabilities 2013: $336,742Net Assets 2013: $309,7302013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $341,101Expenses 2010: $386,782Net Income 2010: -$45,6812010Expenses 2011: $257,4532011Expenses 2012: $1,452,9422012Revenue 2013: $2,454,183Expenses 2013: $2,200,299Net Income 2013: $253,8842013Revenue 2014: $65,101Expenses 2014: $374,831Net Income 2014: -$309,7302014

Highlighted filing

2014

Revenue$65,101
Expenses$374,831
Net Income-$309,730
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$65,101
Expenses
$374,831
Net income
-$309,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.37$0.31
2013Summary only. Only limited summary data is available for this year.$0.65$0.34$0.31$2.45$2.20$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.69$0.06$1.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.26$0.06$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.42$0.05$0.34$0.39$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 23, 2014
Return Version
2013v3.1
Gross Receipts
$65,101
Mission and Program Overview

Mission

To provide professional historians a framework within which to interact and promote study.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$570,604$0▼ $570,604
Pledges and Grants Receivable$65,000$0▼ $65,000
Land, Buildings, and Equipment, Net$4,702$0▼ $4,702
Accounts Receivable$2,713$0▼ $2,713
Prepaid Expenses and Deferred Charges$2,453$0▼ $2,453
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$646,472$0▼ $646,472
Other Assets Total$1,000$0▼ $1,000
Liabilities
Grants Payable$236,625--
Deferred Revenue$65,000--
Accounts Payable and Accrued Expenses$35,117--
Total Liabilities$336,742$0▼ $336,742
Net Assets / Fund Balance
Unrestricted Net Assets$309,730--
Total Net Assets Fund Balance$309,730$0▼ $309,730
Total Liabilities and Net Assets / Fund Balance$646,472$0▼ $646,472
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Heather Cox RichardsonPresident
Joseph LucasDirector
Peter CoclanisEditor
Randall J StevensEditor/designer
Scott HoveyManaging Editor
Jeffery VankeSecretary/treas
Donald YerxaSenior Editor
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$0
Investment Income
$101
Other Revenue
$0
All Other Contributions
$65,000
Change in Net Assets
$-309,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,308
Salaries, Compensation, and Employee Benefits$121,523
Grants and Similar Amounts Paid$58,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$114,873--$114,873
Grants to Domestic Orgs$58,000--$58,000
Travel$49,493--$49,493
Occupancy$9,000$4,000-$13,000
Payroll Taxes$6,650--$6,650
Depreciation Depletion$4,702--$4,702
Other Expenses$3,577--$3,577
Fees for Services Accounting$3,000$500-$3,500
All Other Expenses$2,742--$2,742
Office Expenses$844$200-$1,044
Total Functional Expenses$370,131$4,700$0$374,831
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-0868188--Historical Research$11,625
04-2103580--Historical Research$10,000
54-1612640--Historical Research$10,000
27-4495703--Historical Research$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation is reviewed and approved by board of govenors.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is reviewed and approved by board of govenors.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Documents are available upon request to the organization.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are available upon request to the organization.”

Filing and Contact Details

Filer

EIN
23-2857281
Phone
6178475813

Signing Officer

Name
Donald Yerxa
Title
Director
Signed
2014-10-23
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
3
Employees
3

Preparer

Preparer
Edward McCafferty
Phone
6179643232
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

“Organization was dissolved 06/30/14 upon completion and utilization of total grant funds.”

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0246345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0844159
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01002
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt062345
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99910
IRS990ScheduleA/PublicSupportTotal170Amt0844159
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0129575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0181709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0221530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0246345
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0844159
IRS990ScheduleA/TotalSupportAmt0845161
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt311625
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HISTORICAL RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HISTORICAL RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2HISTORICAL RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3HISTORICAL RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10HARVARD UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11TRINITY FORUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12UNIV OF QUEENSLAND-AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/RecipientEIN1541612640
IRS990ScheduleI/RecipientTable/RecipientEIN2274495703
IRS990ScheduleI/RecipientTable/RecipientEIN3350868188
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101350 MASSACHUSETTS AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine112011 PENNSYLVANIA AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12805 15TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13731 GRACE HALL
IRS990ScheduleI/RecipientTable/USAddress/City0CAMBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/City1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/City2WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/City3NOTRE DAME
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/State1DC
IRS990ScheduleI/RecipientTable/USAddress/State2DC
IRS990ScheduleI/RecipientTable/USAddress/State3IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode002138
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode120006
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode220005
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode346556
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ORGANIZATION DISSOLVED UPON GRANT COMPLETION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02014-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION WAS DISSOLVED 06/30/14 UPON COMPLETION AND UTILIZATION OF TOTAL GRANT FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND APPROVED BY BOARD OF GOVENORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVIEWED AND APPROVED BY BOARD OF GOVENORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0646472
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0646472
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt065000
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04700
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0370131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0374831

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