Civic Intelligence

Historic Schaefferstown Inc.

990 • Fiscal year 2014 • EIN 23-6463356

Nov 01, 2013 to Oct 31, 2014 • Filed on Feb 11, 2015

106 North Market Street Box 30717088-0307

(717) 949-2244

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

46%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$621,758

Up $63,059 (+11%) from 2013

Net Assets

Up

$621,758

Up $83,980 (+16%) from 2013

Liabilities

Down

$0

Down $20,921 (-100%) from 2013

Revenue

$180,737

No earlier filing loaded for comparison.

Expenses

Down

$96,757

Down $4,265 (-4.2%) from 2013

Net Income

$83,980

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $467,445Liabilities 2010: $0Net Assets 2010: $467,4452010Assets 2011: $460,776Liabilities 2011: $0Net Assets 2011: $460,7762011Assets 2013: $558,699Liabilities 2013: $20,921Net Assets 2013: $537,7782013Assets 2014: $621,758Liabilities 2014: $0Net Assets 2014: $621,7582014Assets 2015: $589,391Liabilities 2015: $0Net Assets 2015: $589,3912015Assets 2016: $689,479Liabilities 2016: $0Net Assets 2016: $689,4792016Assets 2017: $659,247Liabilities 2017: $0Net Assets 2017: $659,2472017Assets 2018: $667,430Liabilities 2018: $0Net Assets 2018: $667,4302018Assets 2019: $697,020Liabilities 2019: $0Net Assets 2019: $697,0202019Assets 2020: $683,374Liabilities 2020: $13,161Net Assets 2020: $670,2132020Assets 2021: $808,464Liabilities 2021: $182Net Assets 2021: $808,2822021Assets 2022: $825,877Liabilities 2022: $3,403Net Assets 2022: $822,4742022Assets 2023: $953,634Liabilities 2023: $96,409Net Assets 2023: $857,2252023Assets 2024: $921,255Liabilities 2024: $39,775Net Assets 2024: $881,4802024Assets 2025: $926,331Liabilities 2025: $213Net Assets 2025: $926,1182025

Highlighted filing

2014

Assets$621,758
Liabilities$0
Net Assets$621,758

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $119,3322010Expenses 2011: $80,0862011Expenses 2013: $101,0222013Revenue 2014: $180,737Expenses 2014: $96,757Net Income 2014: $83,9802014Revenue 2015: $95,328Expenses 2015: $127,695Net Income 2015: -$32,3672015Revenue 2016: $217,792Expenses 2016: $117,704Net Income 2016: $100,0882016Revenue 2017: $105,815Expenses 2017: $136,047Net Income 2017: -$30,2322017Revenue 2018: $106,507Expenses 2018: $98,324Net Income 2018: $8,1832018Revenue 2019: $110,090Expenses 2019: $80,500Net Income 2019: $29,5902019Revenue 2020: $87,295Expenses 2020: $114,102Net Income 2020: -$26,8072020Revenue 2021: $192,399Expenses 2021: $86,958Net Income 2021: $105,4412021Revenue 2022: $117,392Expenses 2022: $77,170Net Income 2022: $40,2222022Revenue 2023: $153,722Expenses 2023: $118,971Net Income 2023: $34,7512023Revenue 2024: $149,633Expenses 2024: $125,378Net Income 2024: $24,2552024Revenue 2025: $132,875Expenses 2025: $118,922Net Income 2025: $13,9532025

Highlighted filing

2014

Revenue$180,737
Expenses$96,757
Net Income$83,980
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$188,456
Mission and Program Overview

Mission

Mission is the collection, preservation, study, and dissemination of the history and folk culture of the pennsylvania germans in south central pennsylvania, with particular focus on schaefferstown, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$271,453$293,459▲ $22,006
Land, Buildings, and Equipment, Net$255,992$255,992→ $0
Cash and Non-Interest-Bearing Accounts$31,254$72,307▲ $41,053
Total Assets$558,699$621,758▲ $63,059
Liabilities
Mortgage Notes Payable Secured by Investment Property$20,921--
Total Liabilities$20,921$0▼ $20,921
Net Assets / Fund Balance
Unrestricted Net Assets$276,467$335,210▲ $58,743
Temporarily Rstr Net Assets$261,311$286,548▲ $25,237
Total Net Assets Fund Balance$537,778$621,758▲ $83,980
Total Liabilities and Net Assets / Fund Balance$558,699$621,758▲ $63,059

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255,992-$255,992
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alice OskamPresident
Craig DieffenbachDirector
Dale ZimmermanDirector
Eric FetterDirector
Eugene BinkleyDirector
Judy D EberlyDirector
Ken SpatzDirector
Linda HoltDirector
Pat GibbleDirector
Sue HammerDirector
Diane Wenger1st VP
Barbara Strawser2nd VP
Bryan NyeSecretary
Mari Beth NyeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$168,157
Program Service Revenue
$0
Investment Income
$564
Other Revenue
$12,016
All Other Contributions
$165,463
Change in Net Assets
$83,980

Audited Revenue Reconciliation

Revenue per Audited Statements
$180,737
Total Revenue per Audited Statements
$180,737
Total Revenue per Form 990
$180,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,492
Salaries, Compensation, and Employee Benefits$2,265
Total Fundraising Expense$299
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$19,070-$99$19,169
Insurance$6,332--$6,332
Other Salaries and Wages$2,070--$2,070
Fees for Services Accounting$232$1,200-$1,432
Advertising$1,050--$1,050
Office Expenses-$988-$988
Other Expenses$765-$200$965
Interest$498--$498
Payroll Taxes$195--$195
Fees for Services Other$93--$93
Total Functional Expenses$94,270$2,188$299$96,757

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$96,756
Total Expenses per Audited Statements$96,756
Total Expenses per Form 990$96,756
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The irs 990 and the audited financial statements are made available for review by the finance committee and must be approved prior to submission to the irs. The finance committee has been empowered to take the necessary actions related to financial reporting requirements for the organization.

Governing documents etc available to public Part VI line 19

Documents subject to public review are made available to the public upon request to a board member.

Filing and Contact Details

Filer

EIN
23-6463356

Signing Officer

Name
Mari Beth Nye
Title
Treasurer
Phone
7179492244
Signed
2015-02-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Alice Oskam
Formed
1965
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
15

Preparer

Preparer
Barry Dean Hostetter
Phone
7172738197
Supplemental Narrative

Additional Explanations

Amended return infomation

Allocation of fundraising expenses see expenses page 10

Financial Statement Notes

Reports conservation easements (Part II, line 9)

The properties held by the organization are farmland and historic buildings certified as landmarks. The accounting for these historic assets is carried as fixed assets without deducting for depreciation. All of these properties have been in the possession of the organization for many years. Therefore, no revenues are reflected in the current period for these properties. Expenses to repair, preserve and restore the properties is charged to expense in the current period. The organization has the resources and intends to keep these historic properties protected and preserved.

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IRS990/OtherExpensesGrp/Desc0SPECIAL PROGRAM EVENTS
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2REPAIRS AND RESTORATIONS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt0200
IRS990/OtherExpensesGrp/ProgramServicesAmt023518
IRS990/OtherExpensesGrp/ProgramServicesAmt12837
IRS990/OtherExpensesGrp/ProgramServicesAmt237610
IRS990/OtherExpensesGrp/ProgramServicesAmt3765
IRS990/OtherExpensesGrp/TotalAmt023518
IRS990/OtherExpensesGrp/TotalAmt12837
IRS990/OtherExpensesGrp/TotalAmt237610
IRS990/OtherExpensesGrp/TotalAmt3965
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02070
IRS990/OtherSalariesAndWagesGrp/TotalAmt02070
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0195
IRS990/PayrollTaxesGrp/TotalAmt0195
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALICE OSKAM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0184846
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0129
IRS990/PYOtherExpensesAmt098850
IRS990/PYOtherRevenueAmt08491
IRS990/PYRevenuesLessExpensesAmt092444
IRS990/PYSalariesCompEmpBnftPaidAmt02172
IRS990/PYTotalExpensesAmt0101022
IRS990/PYTotalRevenueAmt0193466
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt083980
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08578
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0271453
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0293459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0141787
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0145506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt055964
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0485436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0564
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01314
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03067
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92960
IRS990ScheduleA/PublicSupportPY170Pct00.94450
IRS990ScheduleA/PublicSupportTotal170Amt0454091
IRS990ScheduleA/SubstantialContributorsTotAmt031345
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0141787
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0145506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt055964
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037568
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104611
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0485436
IRS990ScheduleA/TotalSupportAmt0488503
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/BuildingsGrp/BookValueAmt0255992
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0255992
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/ExpensesSubtotalAmt096756
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStructureEasementsCnt02
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/RevenueSubtotalAmt0180737
IRS990ScheduleD/Section170hRqrStsfdInd0true
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/StaffHoursSpentEnforcementCnt0100
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROPERTIES HELD BY THE ORGANIZATION ARE FARMLAND AND HISTORIC BUILDINGS CERTIFIED AS LANDMARKS. THE ACCOUNTING FOR THESE HISTORIC ASSETS IS CARRIED AS FIXED ASSETS WITHOUT DEDUCTING FOR DEPRECIATION. ALL OF THESE PROPERTIES HAVE BEEN IN THE POSSESSION OF THE ORGANIZATION FOR MANY YEARS. THEREFORE, NO REVENUES ARE REFLECTED IN THE CURRENT PERIOD FOR THESE PROPERTIES. EXPENSES TO REPAIR, PRESERVE AND RESTORE THE PROPERTIES IS CHARGED TO EXPENSE IN THE CURRENT PERIOD. THE ORGANIZATION HAS THE RESOURCES AND INTENDS TO KEEP THESE HISTORIC PROPERTIES PROTECTED AND PRESERVED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Reports conservation easements (Part II, line 9)
IRS990ScheduleD/TotalAcreageCnt070.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0255992
IRS990ScheduleD/TotalEasementsCnt03
IRS990ScheduleD/TotalExpensesPerForm990Amt096756
IRS990ScheduleD/TotalRevenuePerForm990Amt0180737
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0180737
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt096756
IRS990ScheduleD/WrittenPolicyMonitoringInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALLOCATION OF FUNDRAISING EXPENSES SEE EXPENSES PAGE 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE IRS 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR REVIEW BY THE FINANCE COMMITTEE AND MUST BE APPROVED PRIOR TO SUBMISSION TO THE IRS. THE FINANCE COMMITTEE HAS BEEN EMPOWERED TO TAKE THE NECESSARY ACTIONS RELATED TO FINANCIAL REPORTING REQUIREMENTS FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS SUBJECT TO PUBLIC REVIEW ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST TO A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return infomation
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0261311
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0286548
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0558699
IRS990/TotalAssetsEOYAmt0621758
IRS990/TotalAssetsGrp/BOYAmt0558699
IRS990/TotalAssetsGrp/EOYAmt0621758
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0168157
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0299
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094270
IRS990/TotalFunctionalExpensesGrp/TotalAmt096757
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020921
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt020921
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0537778
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0621758
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094270
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180737
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$1.33$1.19$0.14
2024Detailed filing. Detailed filing data is available for this year.$9.21$0.40$8.81$1.50$1.25$0.24
2023Detailed filing. Detailed filing data is available for this year.$9.54$0.96$8.57$1.54$1.19$0.35
2022Detailed filing. Detailed filing data is available for this year.$8.26$0.03$8.22$1.17$0.77$0.40
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$1.92$0.87$1.05
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.13$6.70$0.87$1.14$0.27
2019Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$1.10$0.81$0.30
2018Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$1.07$0.98$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.06$1.36$0.30
2016Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$2.18$1.18$1.00
2015Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.95$1.28$0.32
2014Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.81$0.97$0.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.21$5.38$1.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$0.00$4.67$1.19