Civic Intelligence

Clearfield County Historical Society

EIN 23-7076454 • 501(c)3 • Clearfield, PA

Profile

Operate a county historical society and museum

911 Van Valzah AvenueClearfield, PA 16830

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

1.9%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,994,348

Up $1,455,775 (+95%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$2,994,348

Up $1,455,775 (+95%) from 2019

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$203,206

Up $108,768 (+115%) from 2019

Expenses

Up

$71,290

Up $13,722 (+24%) from 2019

Net Income

Up

$131,916

Up $95,046 (+258%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $511,770Liabilities 2011: $0Net Assets 2011: $511,7702011Assets 2012: $585,217Liabilities 2012: $0Net Assets 2012: $585,2172012Assets 2013: $642,703Liabilities 2013: $0Net Assets 2013: $642,7032013Assets 2014: $767,667Liabilities 2014: $0Net Assets 2014: $767,6672014Assets 2015: $777,031Liabilities 2015: $0Net Assets 2015: $777,0312015Assets 2016: $859,055Liabilities 2016: $0Net Assets 2016: $859,0552016Assets 2017: $943,283Liabilities 2017: $0Net Assets 2017: $943,2832017Assets 2018: $1,425,261Liabilities 2018: $0Net Assets 2018: $1,425,2612018Assets 2019: $1,538,573Liabilities 2019: $0Net Assets 2019: $1,538,5732019Assets 2024: $2,994,348Liabilities 2024: $0Net Assets 2024: $2,994,3482024

Highlighted filing

2024

Assets$2,994,348
Liabilities$0
Net Assets$2,994,348
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Expenses 2011: $76,6462011Expenses 2012: $46,8012012Revenue 2013: $69,372Expenses 2013: $54,908Net Income 2013: $14,4642013Revenue 2014: $190,675Expenses 2014: $58,752Net Income 2014: $131,9232014Revenue 2015: $96,713Expenses 2015: $61,561Net Income 2015: $35,1522015Revenue 2016: $88,062Expenses 2016: $64,365Net Income 2016: $23,6972016Revenue 2017: $117,255Expenses 2017: $59,712Net Income 2017: $57,5432017Revenue 2018: $600,979Expenses 2018: $53,923Net Income 2018: $547,0562018Revenue 2019: $94,438Expenses 2019: $57,568Net Income 2019: $36,8702019Revenue 2024: $203,206Expenses 2024: $71,290Net Income 2024: $131,9162024

Highlighted filing

2024

Revenue$203,206
Expenses$71,290
Net Income$131,916
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,994,348
Liabilities
$0
Net assets
$2,994,348
Revenue
$203,206
Expenses
$71,290
Net income
$131,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.20$0.07$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.09$0.06$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.60$0.05$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.12$0.06$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.09$0.06$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.19$0.06$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$605,068
Mission and Program Overview

Mission

Operate a county historical society and museum

Operation of a museum and genealogical research library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$547,942$517,765▼ $30,177
Land, Buildings, and Equipment, Net$348,501$332,477▼ $16,024
Savings and Temporary Cash Investments$46,840$56,519▲ $9,679
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$943,283$1,425,261▲ $481,978
Other Assets Total-$518,500-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$195,603$688,330▲ $492,727
Unrestricted Net Assets$682,395$677,405▼ $4,990
Temporarily Rstr Net Assets$65,285$59,526▼ $5,759
Total Net Assets Fund Balance$943,283$1,425,261▲ $481,978
Total Liabilities and Net Assets / Fund Balance$943,283$1,425,261▲ $481,978

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$182,233$91,818$274,051
Buildings$103,073$35,294$138,367
Land$31,785-$31,785
Equipment$15,386$13,752$29,138
Other Assets Org$518,500--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$195,603$518,500▼ $25,773-$688,330
2017$184,822-▲ $10,781-$195,603
2016$163,606-▲ $21,216-$184,822
2015$175,313-▼ $11,707-$163,606
2014$165,049$10,000▲ $264-$175,313
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
David WulderkPresident
Susan WilliamsVice President
Becky HummelDirector
Bob EshelmanDirector
Carol J LaughlinDirector
Catherine L HughesDirector
Cathy LarsonDirector
Chris WatsonDirector
David MayerskyDirector
Dennis A ShaffnerDirector
Fred RalstonDirector
Gweneth FoxDirector
John R Woolridge JrDirector
John WarsingDirector
Julie HoustonDirector
Ken LeonardDirector
Paula MillerDirector
Scott KolesarDirector
Sharon AaronDirector
Mary Kay RoyerSecretary
Brent A ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$560,868
Program Service Revenue
$0
Investment Income
$30,046
Other Revenue
$10,065
All Other Contributions
$539,682
Change in Net Assets
$547,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,923
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$17,884--$17,884
Occupancy$10,880--$10,880
Insurance$4,411--$4,411
All Other Expenses$2,416--$2,416
Other Expenses$1,574--$1,574
Advertising$1,029--$1,029
Fees for Services Accounting$250--$250
Total Functional Expenses$53,923$0$0$53,923
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,637
Fundraising Direct Expenses$4,089
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Part VI, Line 11B: Form 990 Review Process

“Form 990 is presented at the board of directors meeting for review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Clearfield County Historical Society
EIN
23-7076454
Phone
8147656125
Address
911 Van Valzah Avenue, Clearfield, PA 16830

Signing Officer

Name
Brent A Thomas
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wulderk
Formed
1956
Legal Domicile
Pa
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
25

Preparer

Firm
Johnston Nelson & Shimmel LLP
Address
106 EastPine StreetPO Box 566, Clearfield, PA 16830-0566
Preparer
Brent A Thomas CPA
Phone
8147657831
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Audited financial statements are not prepared.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Collections are held for public exhibition in the museum and to preserve items for future generations to showcase Clearfield County history.”

Part V, Line 4: Intended uses of the endowment fund.

“Investments to provide earnings to support operation of exempt functions.”

Raw XML AppendixShowing 400 of 560 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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IRS990/AdvertisingGrp/TotalAmt01029
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0539682
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02416
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IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Brent A Thomas
IRS990/BooksInCareOfDetail/PhoneNum08147687622
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt047 Flat Bottom Lane
IRS990/BooksInCareOfDetail/USAddress/CityNm0Clearfield
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016830
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0560868
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030046
IRS990/CYOtherExpensesAmt053923
IRS990/CYOtherRevenueAmt010065
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IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt017884
IRS990/DepreciationDepletionGrp/TotalAmt017884
IRS990/Desc0We operate a museum and geneological research library used by school children, researchers, and general public. We do research for people all across the United States. We reprint old histories and Atlases of our county. We send a membership bulletin twice a year. Estimate 1,200 school students and 2,000 other visitors each year.
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0250
IRS990/FeesForServicesAccountingGrp/TotalAmt0250
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IRS990/Form990PartVIISectionAGrp/PersonNm1John Warsing
IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Kolesar
IRS990/Form990PartVIISectionAGrp/PersonNm3Sharon Aaron
IRS990/Form990PartVIISectionAGrp/PersonNm4Gweneth Fox
IRS990/Form990PartVIISectionAGrp/PersonNm5Paula Miller
IRS990/Form990PartVIISectionAGrp/PersonNm6Julie Houston
IRS990/Form990PartVIISectionAGrp/PersonNm7Catherine L Hughes
IRS990/Form990PartVIISectionAGrp/PersonNm8Fred Ralston
IRS990/Form990PartVIISectionAGrp/PersonNm9Ken Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm10Bob Eshelman
IRS990/Form990PartVIISectionAGrp/PersonNm11David Mayersky
IRS990/Form990PartVIISectionAGrp/PersonNm12Chris Watson
IRS990/Form990PartVIISectionAGrp/PersonNm13Cathy Larson
IRS990/Form990PartVIISectionAGrp/PersonNm14John R Woolridge Jr
IRS990/Form990PartVIISectionAGrp/PersonNm15Carol J Laughlin
IRS990/Form990PartVIISectionAGrp/PersonNm16David Wulderk
IRS990/Form990PartVIISectionAGrp/PersonNm17Brent A Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm18Mary Kay Royer
IRS990/Form990PartVIISectionAGrp/PersonNm19Dennis A Shaffner
IRS990/Form990PartVIISectionAGrp/PersonNm20Susan Williams
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