Civic Intelligence

Historic Preservation Trust of Berks County Pennsylvania

990 • Fiscal year 2016 • EIN 23-6412247

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.HISTORICPRESERVATIONTRUST.ORG
31 Old Philadelphia Pike PO 245Douglassville, PA 19518

(610) 385-4762

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,991,891

Up $327,965 (+20%) from 2015

Net Assets

Up

$1,989,716

Up $325,790 (+20%) from 2015

Liabilities

Up

$2,175

Up $2,175 from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin97th percentile

Revenue

Down

$399,043

Down $154,340 (-28%) from 2015

Expenses

Up

$72,511

Up $2,100 (+3.0%) from 2015

Net Income

Down

$326,532

Down $156,440 (-32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,034,447Liabilities 2010: $29,201Net Assets 2010: $1,005,2462010Assets 2014: $1,180,955Liabilities 2014: $1Net Assets 2014: $1,180,9542014Assets 2015: $1,663,926Liabilities 2015: $0Net Assets 2015: $1,663,9262015Assets 2016: $1,991,891Liabilities 2016: $2,175Net Assets 2016: $1,989,7162016Assets 2017: $2,060,784Liabilities 2017: $0Net Assets 2017: $2,060,7842017Assets 2018: $2,102,150Liabilities 2018: $0Net Assets 2018: $2,102,1502018Assets 2019: $2,211,384Liabilities 2019: $0Net Assets 2019: $2,211,3842019Assets 2020: $2,212,075Liabilities 2020: $0Net Assets 2020: $2,212,0752020Assets 2021: $2,300,837Liabilities 2021: $2,149Net Assets 2021: $2,298,6882021Assets 2022: $2,258,163Liabilities 2022: $2,150Net Assets 2022: $2,256,0132022Assets 2023: $2,435,729Liabilities 2023: $7,888Net Assets 2023: $2,427,8412023Assets 2024: $2,723,689Liabilities 2024: $0Net Assets 2024: $2,723,6892024

Highlighted filing

2016

Assets$1,991,891
Liabilities$2,175
Net Assets$1,989,716
Open 2016 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $80,2012010Revenue 2014: $140,163Expenses 2014: $160,926Net Income 2014: -$20,7632014Revenue 2015: $553,383Expenses 2015: $70,411Net Income 2015: $482,9722015Revenue 2016: $399,043Expenses 2016: $72,511Net Income 2016: $326,5322016Revenue 2017: $76,280Expenses 2017: $59,833Net Income 2017: $16,4472017Revenue 2018: $128,124Expenses 2018: $69,527Net Income 2018: $58,5972018Revenue 2019: $116,694Expenses 2019: $76,924Net Income 2019: $39,7702019Revenue 2020: $56,318Expenses 2020: $76,138Net Income 2020: -$19,8202020Revenue 2021: $75,008Expenses 2021: $73,844Net Income 2021: $1,1642021Revenue 2022: $106,140Expenses 2022: $84,339Net Income 2022: $21,8012022Revenue 2023: $235,874Expenses 2023: $103,641Net Income 2023: $132,2332023Revenue 2024: $418,088Expenses 2024: $134,348Net Income 2024: $283,7402024

Highlighted filing

2016

Revenue$399,043
Expenses$72,511
Net Income$326,532
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$439,224
Mission and Program Overview

Mission

Historic preservation of seven properties in berks county, the promotion of historic preservation goals, and digitally archiving historical materials relating to each of the properties that it owns.

Historic preservation of seven properties in berks county, the promotion of historical preservation goals, and digitally archiving historical materials relating to each of the properties that it owns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,070,125$1,081,273▲ $11,148
Savings and Temporary Cash Investments$557,911$615,570▲ $57,659
Investments in Publicly Traded Securities-$288,954-
Investments Other Securities$31,487--
Inventories for Sale or Use$4,403$4,403→ $0
Cash and Non-Interest-Bearing Accounts-$1,691-
Total Assets$1,663,926$1,991,891▲ $327,965
Liabilities
Accounts Payable and Accrued Expenses-$1,500-
Other Liabilities-$675-
Total Liabilities$0$2,175▲ $2,175
Net Assets / Fund Balance
Permanently Rstr Net Assets$967,311$1,021,074▲ $53,763
Unrestricted Net Assets$628,287$943,256▲ $314,969
Temporarily Rstr Net Assets$68,328$25,386▼ $42,942
Total Net Assets Fund Balance$1,663,926$1,989,716▲ $325,790
Total Liabilities and Net Assets / Fund Balance$1,663,926$1,991,891▲ $327,965

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,021,074-$1,021,074
Other Land Buildings$50,872$56,114$49,788
Equipment$3,836$30,100$33,936
Land$5,491--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John HibschmanPresident
Amanda MachikDirector
Jessica KernsDirector
Jim LewarsDirector
Michelle LynchDirector
Peter HammondDirector
Phil PendletonDirector
Richard AlmquistDirector
Sue Miller SperosDirector
Thomas KeimDirector
Vickie MoyerDirector
Vicky HeffnerDirector
Zachary LongDirector
Lauren ArchibaldRecording Se
S John MeinhartTreasurer
Bradford KissamVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$381,211
Program Service Revenue
$0
Investment Income
$2,636
Other Revenue
$15,196
All Other Contributions
$366,427
Change in Net Assets
$326,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$404,809
Revenue Not Reported on Financial Statements
$-5,766
Revenue Not Reported on Form 990
$-67
Other Revenue Adjustments
$-5,766
Total Revenue per Audited Statements
$404,742
Total Revenue per Form 990
$399,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,511
Total Fundraising Expense$3,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$18,226$1,012$1,012$20,250
Occupancy$14,924$318$318$15,560
Fees for Services Accounting-$11,465-$11,465
Office Expenses$1,358$2,781$731$4,870
Depreciation Depletion$4,415$116$116$4,647
Fees for Service Investment Mgmnt Fees-$1,788-$1,788
Information Technology$1,653--$1,653
Fees for Services Other-$1,500-$1,500
Advertising--$845$845
Other Expenses$452$638$638$452
All Other Expenses$135-$250$385
Total Functional Expenses$48,983$19,618$3,910$72,511

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$78,277
Expenses per Audited Statements$72,511
Total Expenses per Form 990$72,511
Expenses Not Reported on Form 990$5,766
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,662
Fundraising Direct Expenses$5,766
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala Din$6,470$6,470-$6,470
Christmas Tea$5,036---
Total Events$11,506$6,470$4,348$2,122
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$675
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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 6

“The organization has members.”

Form 990, Page 6, Part VI, Line 7A

“The members of the organization can elect or appoint members of the governing body. This is done during board meetings.”

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

“Before the 990 is finalized, it is presented to and reviewed by the treasurer. The treasurer then presents it to the entire governing board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Preservation Trust of
EIN
23-6412247
Phone
6103854762
Address
31 OLD PHILADELPHIA PIKE PO 245, DOUGLASSVILLE, PA 19518

Signing Officer

Name
John Hibschman
Title
President
Phone
6103854762
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Hibschman
Formed
1964
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
30

Preparer

Firm
William G Koch & Associates
Address
2650 WESTVIEW DR, WYOMISSING, PA 19610-1187
Preparer
Christopher a Spang
Phone
6106789700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Corr to prior year 990 parts x, xi -675”

Financial Statement Notes

Schedule D, Page 1, Part II, Line 5

“There is a written monitoring and enforcement policy.”

Schedule D, Page 2, Part III, Line 4

“The organization's collections consist of funrniture, furnishings, woodcarvings and other items with some historical significance to the seven trust-owned properties. These items are directly related to the organization's mission and not of significant value.”

Schedule D, Page 4, Part XI, Line 4B

“Expenses for fundraising events -5,766”

Schedule D, Page 4, Part XII, Line 2D

“Expenses for fundraising events 5,766”

Schedule D, Page 4, Part XII, Line 4B

“Rental property depreciation on fs -2,384 book / tax depreciation difference 2,384”

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IRS990/InsuranceGrp/FundraisingAmt01012
IRS990/InsuranceGrp/ManagementAndGeneralAmt01012
IRS990/InsuranceGrp/ProgramServicesAmt018226
IRS990/InsuranceGrp/TotalAmt020250
IRS990/InventoriesForSaleOrUseGrp/BOYAmt04403
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04403
IRS990/InvestmentIncomeGrp/ExclusionAmt02864
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02864
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt031487
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0288954
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt086214
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01070125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01081273
IRS990/LandBldgEquipCostOrOtherBssAmt01167487
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt034415
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt09748
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HISTORIC PRESERVATION OF SEVEN PROPERTIES IN BERKS COUNTY, THE PROMOTION OF HISTORICAL PRESERVATION GOALS, AND DIGITALLY ARCHIVING HISTORICAL MATERIALS RELATING TO EACH OF THE PROPERTIES THAT IT OWNS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01663926
IRS990/NetAssetsOrFundBalancesEOYAmt01989716
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-228
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-228
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt04896
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010300
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010300
IRS990/NetUnrlzdGainsLossesInvstAmt0-67
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0318
IRS990/OccupancyGrp/ManagementAndGeneralAmt0318
IRS990/OccupancyGrp/ProgramServicesAmt014924
IRS990/OccupancyGrp/TotalAmt015560
IRS990/OfficeExpensesGrp/FundraisingAmt0731
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02781
IRS990/OfficeExpensesGrp/ProgramServicesAmt01358
IRS990/OfficeExpensesGrp/TotalAmt04870
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-675
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1RENTAL - 8 OLD PHILA PIKE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3WELL & PUMP - 8 OLD PHIL
IRS990/OtherExpensesGrp/FundraisingAmt0638
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0638
IRS990/OtherExpensesGrp/ProgramServicesAmt05107
IRS990/OtherExpensesGrp/ProgramServicesAmt11797
IRS990/OtherExpensesGrp/ProgramServicesAmt2916
IRS990/OtherExpensesGrp/ProgramServicesAmt3452
IRS990/OtherExpensesGrp/TotalAmt06383
IRS990/OtherExpensesGrp/TotalAmt11797
IRS990/OtherExpensesGrp/TotalAmt2916
IRS990/OtherExpensesGrp/TotalAmt3452
IRS990/OtherLiabilitiesGrp/EOYAmt0675
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0967311
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01021074
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN HIBSCHMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0537075
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01239
IRS990/PYOtherExpensesAmt070411
IRS990/PYOtherRevenueAmt015069
IRS990/PYRevenuesLessExpensesAmt0482972
IRS990/PYTotalExpensesAmt070411
IRS990/PYTotalRevenueAmt0553383
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0326532
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt010300
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0557911
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0615570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0537750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0111272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0182074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0986589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012795
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03277
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071278
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020962
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93260
IRS990ScheduleA/PublicSupportPY170Pct00.94890
IRS990ScheduleA/PublicSupportTotal170Amt0986589
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0537750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0111272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0182074
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0986589
IRS990ScheduleA/TotalSupportAmt01057867
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt01021074
IRS990ScheduleD/BuildingsGrp/BookValueAmt01021074
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01021074
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt025386
IRS990ScheduleD/EquipmentGrp/BookValueAmt03836
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030100
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033936
IRS990ScheduleD/ExpensesNotReportedAmt05766
IRS990ScheduleD/ExpensesSubtotalAmt072511
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/LandGrp/BookValueAmt05491
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt05491
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-67
IRS990ScheduleD/OtherExpensesIncludedAmt05766
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050872
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt056114
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt057198
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-5766
IRS990ScheduleD/RevenueNotReportedAmt0-67
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-5766
IRS990ScheduleD/RevenueSubtotalAmt0404809
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt010.00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE IS A WRITTEN MONITORING AND ENFORCEMENT POLICY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S COLLECTIONS CONSIST OF FUNRNITURE, FURNISHINGS, WOODCARVINGS AND OTHER ITEMS WITH SOME HISTORICAL SIGNIFICANCE TO THE SEVEN TRUST-OWNED PROPERTIES. THESE ITEMS ARE DIRECTLY RELATED TO THE ORGANIZATION'S MISSION AND NOT OF SIGNIFICANT VALUE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES FOR FUNDRAISING EVENTS -5,766
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES FOR FUNDRAISING EVENTS 5,766
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4RENTAL PROPERTY DEPRECIATION ON FS -2,384 BOOK / TAX DEPRECIATION DIFFERENCE 2,384
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 5
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalAcreageCnt020.15
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01081273
IRS990ScheduleD/TotalEasementsCnt01
IRS990ScheduleD/TotalExpensesPerForm990Amt072511
IRS990ScheduleD/TotalLiabilityAmt0675
IRS990ScheduleD/TotalRevenuePerForm990Amt0399043
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0404742
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt078277

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,991,891
Liabilities
$2,175
Net assets
$1,989,716
Revenue
$399,043
Expenses
$72,511
Net income
$326,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$0.42$0.13$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.24$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.08$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.08$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.08$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.40$0.07$0.33
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.55$0.07$0.48
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.14$0.16$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.03$1.01$0.08