Civic Intelligence

Louisa County Historical Society

990EZ • Fiscal year 2016 • EIN 23-7058587

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 04, 2017

PO Box 1172Louisa, VA 23093

(540) 967-5975

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$48,375

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 43.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.0%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$450,571

Down $4,734 (-1.0%) from 2015

Net Assets

Up

$444,483

Up $232 (+0.1%) from 2015

Liabilities

Down

$6,088

Down $4,966 (-45%) from 2015

Revenue

Up

$112,459

Up $11,296 (+11%) from 2015

Expenses

Down

$103,672

Down $5,501 (-5.0%) from 2015

Net Income

Up

$8,787

Up $16,797 (+210%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $366,200Liabilities 2012: $915Net Assets 2012: $365,2852012Assets 2013: $485,475Liabilities 2013: $2,430Net Assets 2013: $483,0452013Assets 2014: $458,911Liabilities 2014: $6,650Net Assets 2014: $452,2612014Assets 2015: $455,305Liabilities 2015: $11,054Net Assets 2015: $444,2512015Assets 2016: $450,571Liabilities 2016: $6,088Net Assets 2016: $444,4832016Assets 2017: $524,553Liabilities 2017: $6,999Net Assets 2017: $517,5542017Assets 2018: $558,867Liabilities 2018: $8,865Net Assets 2018: $550,0022018Assets 2019: $609,035Liabilities 2019: $6,693Net Assets 2019: $602,3422019Assets 2020: $637,747Liabilities 2020: $3,944Net Assets 2020: $633,8032020Assets 2021: $669,754Liabilities 2021: $5,950Net Assets 2021: $663,8042021Assets 2022: $544,505Liabilities 2022: $534Net Assets 2022: $543,9712022Assets 2024: $501,450Liabilities 2024: $902Net Assets 2024: $500,5482024

Highlighted filing

2016

Assets$450,571
Liabilities$6,088
Net Assets$444,483

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $94,5272012Revenue 2013: $190,690Expenses 2013: $76,276Net Income 2013: $114,4142013Revenue 2014: $65,247Expenses 2014: $104,777Net Income 2014: -$39,5302014Revenue 2015: $101,163Expenses 2015: $109,173Net Income 2015: -$8,0102015Revenue 2016: $112,459Expenses 2016: $103,672Net Income 2016: $8,7872016Revenue 2017: $194,225Expenses 2017: $130,587Net Income 2017: $63,6382017Revenue 2018: $73,891Expenses 2018: $105,481Net Income 2018: -$31,5902018Revenue 2019: $171,147Expenses 2019: $118,807Net Income 2019: $52,3402019Revenue 2020: $131,150Expenses 2020: $139,921Net Income 2020: -$8,7712020Revenue 2021: $168,565Expenses 2021: $158,596Net Income 2021: $9,9692021Revenue 2022: $116,638Expenses 2022: $168,907Net Income 2022: -$52,2692022Revenue 2024: $134,729Expenses 2024: $160,159Net Income 2024: -$25,4302024

Highlighted filing

2016

Revenue$112,459
Expenses$103,672
Net Income$8,787
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 4, 2017
Return Version
2016v3.0
Gross Receipts
$134,348
Mission and Program Overview

Mission

The purpose of the society shall be to preserve and present the history of louia county, virginia.

Program Services

DescriptionGrantsExpenses
PRESERVATION AND PRESENTATION OF THE HISTORY OF LOUISA COUNTY, VIRGINIA.-$58,017
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE L TAYLORExecutive DiFT$48,375-$48,375
JIM MARSTALLDirector & PPT$0--
WILLIAM B GUILFORD JRDirector & VPT$0--
CHRISTINE KOPPELDirector & TPT$0--
CHRIS PETERSONDirector & SPT$0--
JOHN JERL PURCELL JRDirector-$0--
MAREN SMITHDirector-$0--
MIKE SEATONDirector-$0--
THOMAS P MYERS PHDDirector-$0--
GLORIA GILMOREDirector-$0--
BOB HARVEYDirector-$0--
ANDI CUMBO-FLOYDDirector-$0--
BUD DULANEYDirector-$0--
DAVID HOLTZMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Louisa County Historical Society
EIN
23-7058587
Phone
5409675975
Address
PO BOX 1172, LOUISA, VA 23093

Signing Officer

Name
Christine Koppel
Title
Director & Treasurer
Phone
5409675975
Signed
2017-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Company CPA LLC
Address
PO BOX 1150, CROZET, VA 22932-0803
Preparer
Victoria Jones
Phone
4348235559
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Rental income 2,400 change in beneficial interest 1,910 total 4,310

Form 990-ez, Part I, Line 16

Expenses depreciation expense leas 17,304 program expenses 5,460 insurance 2,777 advertising 1,307 web maintenance 1,587 parks & rec expenses 684 digitizing archives 638 memberships and dues 135 office supplies 1,439 fundraising expenses 90 computer & software 40 hospitality 10 bank and paypal charges 330 travel & mileage 110 perk fund expenses 39 total 31,950

Form 990-ez, Part II, Line 24

Accounts receivable 228 0 prepaid expenses and deferred charges 1,294 1,432 leasehold improvements 282,710 282,710 less accumulated depreciation 65,957 75,377 michie house project 77,472 77,472 less accumulated depreciation 16,425 24,309 beneficial interest in assets cacf 59,846 61,756 total 339,168 323,684

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 11,054 868 deferred revenue 8,555 5,220

Form 990-ez, Part III

The purpose of the society shall be to preserve and present the history of louia county, virginia.

Raw XML Appendix204 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PrintingPublicationsPostageAmt06195
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATION AND PRESENTATION OF THE HISTORY OF LOUISA COUNTY, VIRGINIA.
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IRS990EZ/WebsiteAddressTxt0WWW.LOUISACOUNTYHISTORICALSOCIETY.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 4,800
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RENTAL INCOME 2,400 CHANGE IN BENEFICIAL INTEREST 1,910 TOTAL 4,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DEPRECIATION EXPENSE LEAS 17,304 PROGRAM EXPENSES 5,460 INSURANCE 2,777 ADVERTISING 1,307 WEB MAINTENANCE 1,587 PARKS & REC EXPENSES 684 DIGITIZING ARCHIVES 638 MEMBERSHIPS AND DUES 135 OFFICE SUPPLIES 1,439 FUNDRAISING EXPENSES 90 COMPUTER & SOFTWARE 40 HOSPITALITY 10 BANK AND PAYPAL CHARGES 330 TRAVEL & MILEAGE 110 PERK FUND EXPENSES 39 TOTAL 31,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 228 0 PREPAID EXPENSES AND DEFERRED CHARGES 1,294 1,432 LEASEHOLD IMPROVEMENTS 282,710 282,710 LESS ACCUMULATED DEPRECIATION 65,957 75,377 MICHIE HOUSE PROJECT 77,472 77,472 LESS ACCUMULATED DEPRECIATION 16,425 24,309 BENEFICIAL INTEREST IN ASSETS CACF 59,846 61,756 TOTAL 339,168 323,684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 11,054 868 DEFERRED REVENUE 8,555 5,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PURPOSE OF THE SOCIETY SHALL BE TO PRESERVE AND PRESENT THE HISTORY OF LOUIA COUNTY, VIRGINIA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05409675975
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISA COUNTY HISTORICAL SOCIETY
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ReturnHeader/Filer/EIN0237058587
ReturnHeader/Filer/PhoneNum05409675975
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ReturnHeader/PreparerPersonGrp/PhoneNum04348235559
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTORIA JONES
ReturnHeader/ReturnTs02017-02-09T10:12:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.01$5.01$1.35$1.60$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.01$5.44$1.17$1.69$0.52
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.06$6.64$1.69$1.59$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.38$0.04$6.34$1.31$1.40$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.07$6.02$1.71$1.19$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.09$5.50$0.74$1.05$0.32
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.07$5.18$1.94$1.31$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.51$0.06$4.44$1.12$1.04$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.55$0.11$4.44$1.01$1.09$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.07$4.52$0.65$1.05$0.40
2013Detailed filing. Detailed filing data is available for this year.$4.85$0.02$4.83$1.91$0.76$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.01$3.65$0.95