Civic Intelligence

Lower Merion Historical Society

990EZ • Fiscal year 2012 • EIN 23-6643469

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 30, 2013

506 Bryn Mawr AvePO Box 260219004
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Up

$58,093

Up $15,140 (+35%) from 2011

Net Assets

Up

$57,045

Up $15,138 (+36%) from 2011

Liabilities

Up

$1,048

Up $2 (+0.2%) from 2011

Revenue

Up

$59,807

Up $21,925 (+58%) from 2011

Expenses

Up

$44,669

Up $20,310 (+83%) from 2011

Net Income

Up

$15,138

Up $1,615 (+12%) from 2011

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $29,585Liabilities 2010: $1,402Net Assets 2010: $28,1832010Assets 2011: $42,953Liabilities 2011: $1,046Net Assets 2011: $41,9072011Assets 2012: $58,093Liabilities 2012: $1,048Net Assets 2012: $57,0452012Assets 2013: $70,480Liabilities 2013: $800Net Assets 2013: $69,6802013Assets 2014: $75,260Liabilities 2014: $800Net Assets 2014: $74,4602014Assets 2016: $77,884Liabilities 2016: $1,429Net Assets 2016: $76,4552016Assets 2017: $77,171Liabilities 2017: $1,421Net Assets 2017: $75,7502017Assets 2018: $75,867Liabilities 2018: $1,602Net Assets 2018: $74,2652018Assets 2019: $74,122Liabilities 2019: $2,256Net Assets 2019: $71,8662019Assets 2021: $284,306Liabilities 2021: $1,751Net Assets 2021: $282,5552021Assets 2022: $310,223Liabilities 2022: $4,301Net Assets 2022: $305,9222022Assets 2023: $297,515Liabilities 2023: $4,301Net Assets 2023: $293,2142023Assets 2024: $275,838Liabilities 2024: $3,201Net Assets 2024: $272,6372024

Highlighted filing

2012

Assets$58,093
Liabilities$1,048
Net Assets$57,045

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $14,372Expenses 2010: $149,390Net Income 2010: -$135,0182010Revenue 2011: $37,882Expenses 2011: $24,359Net Income 2011: $13,5232011Revenue 2012: $59,807Expenses 2012: $44,669Net Income 2012: $15,1382012Revenue 2013: $29,224Expenses 2013: $16,589Net Income 2013: $12,6352013Revenue 2014: $21,852Expenses 2014: $17,072Net Income 2014: $4,7802014Revenue 2016: $20,065Expenses 2016: $21,370Net Income 2016: -$1,3052016Revenue 2017: $27,770Expenses 2017: $28,475Net Income 2017: -$7052017Revenue 2018: $24,849Expenses 2018: $26,334Net Income 2018: -$1,4852018Revenue 2019: $19,234Expenses 2019: $21,633Net Income 2019: -$2,3992019Revenue 2021: $138,904Expenses 2021: $17,046Net Income 2021: $121,8582021Revenue 2022: $32,544Expenses 2022: $9,177Net Income 2022: $23,3672022Revenue 2023: $30,748Expenses 2023: $43,456Net Income 2023: -$12,7082023Revenue 2024: $49,326Expenses 2024: $69,903Net Income 2024: -$20,5772024

Highlighted filing

2012

Revenue$59,807
Expenses$44,669
Net Income$15,138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 30, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

See Schedule O ,Statement 5

Filing and Contact Details

Filer

EIN
23-6643469
Raw XML Appendix254 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
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation130
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances110
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances120
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Gerald Francis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Bruce D Reed
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Samuel T Adenbaum
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Stephen P Selinger
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Barbara McElroy
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Ted Goldsborough
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Max Buten
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7Leon Levine
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8Pete Hoskins
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9Ken Brier
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10Sarah Francis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11Joanne Murray
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName12Anna O'Hora
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName13Maria Wells
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Recording Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Immediate Past President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Board Member2013
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Board Member 2013
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Board Member 2013
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Board Member 2014
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title10Board Member 2014
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title11Board Member 2015
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title12Board Member 2015
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title13Board Member 2015
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
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IRS990EZ/OtherAssetsTotal/EOY042060
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal011619
IRS990EZ/OtherRevenueTotal09963
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Promotion of historical study, collection, preservation and publication of historical data, photographs and written materials, and preserving historical locations in Lower Merion Township, Pennsylvania _
IRS990EZ/PrintingPublicationsPostage02623
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Rehabilitation of Cynwyd Station, Bala Cynwyd Pennsylvania. Preservation of important landmark and future home of trailhead for the Cynwyd Historical Trail linking Bala Cynwyd to Manyunk (Philadelphia).
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations034225
IRS990EZ/ProgramServiceAccomplishment/IncludesForeignGrants0X
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses028793
IRS990EZ/ProgramServiceRevenue0400
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/SalariesOtherCompEmplBenefits00
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0PA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY01046
IRS990EZ/SumOfTotalLiabilities/EOY01048
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10127 Penarth Rd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Bala Cynwyd
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0PA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode019004
IRS990EZ/TheBooksAreInCareOf/NamePerson0Samuel Adenbaum
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06105851830
IRS990EZ/TotalAssets/BOY042953
IRS990EZ/TotalAssets/EOY058093
IRS990EZ/TotalExpenses044669
IRS990EZ/TotalProgramServiceExpenses028793
IRS990EZ/TotalRevenue059807
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0www.lowermerionhistory.org
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear048637
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year025987
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years09270
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years022450
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years08760
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0115104
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear010108
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year09847
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years02529
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years01306
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years02336
IRS990ScheduleA/GrossInvestmentIncome509/Total026126
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear02350
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year04324
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years04039
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years01384
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years03277
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year09847
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years02529
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years01306
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years02336
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IRS990ScheduleA/InvestmentIncomePercentage00.16683
IRS990ScheduleA/PriorYearSupportPercentage00.845
IRS990ScheduleA/PriorYrInvestIncomePercentage00.155
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.83317
IRS990ScheduleA/PublicSupportTotal5090130478
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IRS990ScheduleA/Total509/CurrentTaxYear050987
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year030311
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years013309
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years023834
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years012037
IRS990ScheduleA/Total509/Total0130478
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear061095
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year040158
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years015838
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years025140
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years014373
IRS990ScheduleA/TotalSupportTotal/Total0156604
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0Description;Amount^Miscellaneous;1|Property Rental;9962^Total;9963^
IRS990ScheduleO/GeneralExplanation/Explanation1Description;Amount^Photos;163|Signs;593|Bank Fees;98|Subscriptions;43|Miscellaneous;362|Website-Software;145|Equipment;75|Supplies;539|Meals-Banquet;4650|Telephone;1091|Office Supplies;649|PhotoCopier;297|Insurance-Liability and DandO;1940|Business Fees;20|Office Cleaning;900|Travel and Meetings;54^Total;11619^
IRS990ScheduleO/GeneralExplanation/Explanation2Description;EOY Amount^Accounts Receivable;33717|Undeposited Funds;350|Inventory;3905|Furniture and Fixtures;3588|Security Deposit;500^Total;42060^
IRS990ScheduleO/GeneralExplanation/Explanation3Description;EOY Amount^Accounts Payable;224|Rental Escrow;800|Sales Tax Payable;24^Total;1048^
IRS990ScheduleO/GeneralExplanation/Identifier0F99Z_P01_S00_L08
IRS990ScheduleO/GeneralExplanation/Identifier1F99Z_P01_S00_L16
IRS990ScheduleO/GeneralExplanation/Identifier2F99Z_P02_S00_L24
IRS990ScheduleO/GeneralExplanation/Identifier3F99Z_P02_S00_L26
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part II, Line 26
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0236643469
ReturnHeader/Filer/Name/BusinessNameLine10LOWER MERION HISTORICAL SOCIETY
ReturnHeader/Filer/NameControl0LOWE
ReturnHeader/Filer/Phone06106643216
ReturnHeader/Filer/USAddress/AddressLine10506 Bryn Mawr Ave
ReturnHeader/Filer/USAddress/AddressLine20PO Box 2602
ReturnHeader/Filer/USAddress/City0Bala Cynwyd
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019004
ReturnHeader/Officer/DateSigned02013-06-30
ReturnHeader/Officer/Name0Sam Adenbaum
ReturnHeader/Officer/Phone06105851830
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-08T19:28:29-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.03$2.73$0.49$0.70$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.04$2.93$0.31$0.43$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.04$3.06$0.33$0.09$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.02$2.83$1.39$0.17$1.22
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$0.19$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$0.25$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.28$0.28$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.01$0.76$0.20$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.01$0.74$0.22$0.17$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.70$0.29$0.17$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.57$0.60$0.45$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.01$0.42$0.38$0.24$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.01$0.28$0.14$1.49$1.35