Civic Intelligence

Lower Merion Historical Society

990EZ • Fiscal year 2018 • EIN 23-6643469

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

Organization Profilewww.lowermerionhistory.org
506 Bryn Mawr Ave PO Box 2602Bala Cynwyd, PA 19004

(610) 664-3216

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-6.0%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$7,800

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$75,867

Down $1,304 (-1.7%) from 2017

Net Assets

Down

$74,265

Down $1,485 (-2.0%) from 2017

Liabilities

Up

$1,602

Up $181 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin29th percentile

Revenue

Down

$24,849

Down $2,921 (-11%) from 2017

Expenses

Down

$26,334

Down $2,141 (-7.5%) from 2017

Net Income

Down

-$1,485

Down $780 (-111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2018

Assets$75,867
Liabilities$1,602
Net Assets$74,265
Open 2018 Filing

Operations Trend

Revenue Growth33rd percentile

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

2018

Revenue$24,849
Expenses$26,334
Net Income-$1,485
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Gross Receipts
$24,849
Mission and Program Overview

Mission

See Schedule O ,Statement 5

Program Services

DescriptionGrantsExpenses
Preserving historical data in Lower Merion Township, Pa--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerald FrancisPresidentPT$7,800-$7,800
Barbara McEloryRecording Secetary-$0--
Ted GoldsboroughImmediate Past PresidentPT$0--
Max ButenDirector-$0--
Leon LevineTreasurer-$0--
carol StricklandDirector-$0--
Ken BrierVice President-$0--
Joanne MurrayDirector-$0--
Perrin HamiltonRecording Sec-$0--
Martha MoffatDirector-$0--
Gary BrockDirector-$0--
Christina FinkDirector-$0--
Ross MitchellDirector-$0--
Brad UppDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lower Merion Historical Society
EIN
23-6643469
Phone
6106643216
Address
506 BRYN MAWR AVE PO BOX 2602, BALA CYNWYD, PA 19004

Signing Officer

Name
Gerald Francis
Title
tax matter person
Signed
2019-03-06
Discuss with paid preparer
No

Preparer

Firm
J Bernard Kay & Co Pc
Address
822 MONTGOMERY AVE STE 100, NARBERTH, PA 19072
Preparer
Gary Kay
Phone
6106684955
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Property rental fees 8,762”

Form 990-EZ, Part I, Line 8, Other Revenue

“Rental income form 990-T 3,156”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 1,006”

Form 990-EZ, Part I, Line 16, Other Expenses

“Telephone 1,565”

Form 990-EZ, Part I, Line 16, Other Expenses

“Amortization 1,496”

Form 990-EZ, Part I, Line 16, Other Expenses

“Promotional 5,022”

Form 990-EZ, Part I, Line 16, Other Expenses

“Payroll taxes other taxes 817”

Form 990-EZ, Part I, Line 16, Other Expenses

“Website exp 549”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 164”

Form 990-EZ, Part I, Line 16, Other Expenses

“Miscellaneous 66”

Form 990-EZ, Part II, Line 24, Other Assets

“FURNITURE AND FIXTURES Beginning of year 15,780, End of year 14,284”

Form 990-EZ, Part II, Line 26, Liabilities

“RENTAL ESCROW Beginning of year 900, End of year 1,100”

Form 990-EZ, Part II, Line 26, Liabilities

“PAYROLL TAXES PAYABLE Beginning of year 521, End of year 502”

Raw XML Appendix227 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/OfficerDirectorTrusteeEmplGrp/PersonNm8Perrin Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Martha Moffat
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Gary Brock
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Recording Secetary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
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IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O ,Statement 5
IRS990EZ/PrintingPublicationsPostageAmt02585
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IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/WebsiteAddressTxt0www.lowermerionhistory.org
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043356
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07312
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064269
IRS990ScheduleA/InvestmentIncomeCYPct00.57500
IRS990ScheduleA/InvestmentIncomePYPct00.55000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0111775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Property rental fees 8,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rental income form 990-T 3,156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meals and entertainment 1,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 1,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Amortization 1,496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Promotional 5,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll taxes other taxes 817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Website exp 549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Miscellaneous 66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FURNITURE AND FIXTURES Beginning of year 15,780, End of year 14,284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11RENTAL ESCROW Beginning of year 900, End of year 1,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PAYROLL TAXES PAYABLE Beginning of year 521, End of year 502
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald Francis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0tax matter person
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOWER MERION HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0236643469
ReturnHeader/Filer/PhoneNum06106643216
ReturnHeader/Filer/USAddress/AddressLine1Txt0506 BRYN MAWR AVE PO BOX 2602
ReturnHeader/Filer/USAddress/CityNm0BALA CYNWYD
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.185.55.81
ReturnHeader/FilingSecurityInformation/IPDt02019-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:24:13
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J BERNARD KAY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0822 MONTGOMERY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NARBERTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019072
ReturnHeader/PreparerPersonGrp/PhoneNum06106684955
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY KAY
ReturnHeader/ReturnTs02019-03-06T11:15:59-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,867
Liabilities
$1,602
Net assets
$74,265
Revenue
$24,849
Expenses
$26,334
Net income
-$1,485
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