Civic Intelligence

Marshall County Historical Society Inc.

990 • Fiscal year 2017 • EIN 23-7098815

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

123 N Michigan StPlymouth, IN 46563

(574) 936-2306

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

1.5%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$37,756

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 32.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-13%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,564,692

Up $1,772 (+0.1%) from 2016

Net Assets

Up

$1,564,692

Up $1,772 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$116,339

Down $17,155 (-13%) from 2016

Expenses

Up

$114,567

Up $16,215 (+16%) from 2016

Net Income

Down

$1,772

Down $33,370 (-95%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,402,545Liabilities 2012: $2,218Net Assets 2012: $1,400,3272012Assets 2013: $1,533,952Liabilities 2013: $0Net Assets 2013: $1,533,9522013Assets 2014: $1,543,635Liabilities 2014: $0Net Assets 2014: $1,543,6352014Assets 2015: $1,527,778Liabilities 2015: $0Net Assets 2015: $1,527,7782015Assets 2016: $1,562,920Liabilities 2016: $0Net Assets 2016: $1,562,9202016Assets 2017: $1,564,692Liabilities 2017: $0Net Assets 2017: $1,564,6922017Assets 2018: $1,540,844Liabilities 2018: $0Net Assets 2018: $1,540,8442018Assets 2019: $1,525,138Liabilities 2019: $0Net Assets 2019: $1,525,1382019Assets 2020: $1,527,276Liabilities 2020: $0Net Assets 2020: $1,527,2762020Assets 2021: $1,422,769Liabilities 2021: $0Net Assets 2021: $1,422,7692021Assets 2022: $1,291,337Liabilities 2022: $0Net Assets 2022: $1,291,3372022Assets 2023: $92,196Liabilities 2023: $0Net Assets 2023: $92,1962023Assets 2024: $107,085Liabilities 2024: $0Net Assets 2024: $107,0852024

Highlighted filing

2017

Assets$1,564,692
Liabilities$0
Net Assets$1,564,692

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2012: $59,8982012Revenue 2013: $239,267Expenses 2013: $105,642Net Income 2013: $133,6252013Revenue 2014: $122,320Expenses 2014: $112,637Net Income 2014: $9,6832014Revenue 2015: $102,462Expenses 2015: $118,319Net Income 2015: -$15,8572015Revenue 2016: $133,494Expenses 2016: $98,352Net Income 2016: $35,1422016Revenue 2017: $116,339Expenses 2017: $114,567Net Income 2017: $1,7722017Revenue 2018: $215,477Expenses 2018: $239,325Net Income 2018: -$23,8482018Revenue 2019: $211,754Expenses 2019: $228,256Net Income 2019: -$16,5022019Revenue 2020: $224,265Expenses 2020: $222,873Net Income 2020: $1,3922020Revenue 2021: $189,228Expenses 2021: $199,597Net Income 2021: -$10,3692021Revenue 2022: $240,062Expenses 2022: $195,652Net Income 2022: $44,4102022Revenue 2023: $131,652Expenses 2023: $161,020Net Income 2023: -$29,3682023Revenue 2024: $144,690Expenses 2024: $129,801Net Income 2024: $14,8892024

Highlighted filing

2017

Revenue$116,339
Expenses$114,567
Net Income$1,772
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$119,751
Mission and Program Overview

Mission

Manage the marshall county historical museum

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,360,571$1,354,354▼ $6,217
Savings and Temporary Cash Investments$72,887$64,921▼ $7,966
Land, Buildings, and Equipment, Net$57,320$46,449▼ $10,871
Cash and Non-Interest-Bearing Accounts$58,399$38,747▼ $19,652
Investments in Publicly Traded Securities$3,952$4,190▲ $238
Intangible Assets$477$303▼ $174
Total Assets$1,562,920$1,564,692▲ $1,772
Other Assets Total$9,314$55,728▲ $46,414
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,562,920$1,564,692▲ $1,772
Total Net Assets Fund Balance$1,562,920$1,564,692▲ $1,772
Total Liabilities and Net Assets / Fund Balance$1,562,920$1,564,692▲ $1,772

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$39,746$155,859$195,605
Leasehold Improvements$6,703$2,643$9,346
Other Securities$246,927--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,118,830$330▲ $46,637$45,102$1,235,800
2016$1,146,761$3,025▲ $25,060$43,110$1,118,829
2015$1,171,151$1,793▲ $48,924$62,027$1,146,761
2014$1,129,874$4,125▲ $65,029$14,653$1,171,151
2013$936,069$58,845▲ $152,239$5,537$1,129,874
Compensation and Service Providers

Employees

NameTitleBaseTotal
Linda RippyAssistant Tr$37,756$37,756
Linda RippyAssistant Treasurer$37,756$37,756

Board Members and Trustees

NameTitle
Mike MileyPresident
Sheila ReedSecretary
Dr Don BalkaTreasurer
Cliff BergerVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$47,096
Program Service Revenue
$4,972
Investment Income
$57,254
Other Revenue
$7,017
All Other Contributions
$39,896
Change in Net Assets
$1,772

Audited Revenue Reconciliation

Revenue per Audited Statements
$116,339
Total Revenue per Audited Statements
$116,339
Total Revenue per Form 990
$116,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,567
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
Fees for Services Other$42,981--$42,981
Depreciation Depletion$15,974$6,631-$22,605
Fees for Service Investment Mgmnt Fees-$18,428-$18,428
All Other Expenses$4,977$1,877-$6,854
Information Technology-$3,768-$3,768
Other Expenses$2,470--$2,470
Advertising$2,442--$2,442
Fees for Services Accounting-$1,461-$1,461
Insurance-$924-$924
Occupancy-$452-$452
Travel-$89-$89
Office Expenses-$12-$12
Total Functional Expenses$80,925$33,642$0$114,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$114,567
Total Expenses per Audited Statements$114,567
Total Expenses per Form 990$114,567
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,575
Fundraising Direct Expenses$3,286
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
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, Page 6, Part VI, Line 6

Anyone who wishes to become a member of the organization pays annual dues.

Form 990, Page 6, Part VI, Line 11B

The executive director reviews the form 990 prior to signing and filing the return. The return is then available upon request for any officers or trustees who wish to review it.

Form 990, Page 6, Part VI, Line 19

This information is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Marshall County Historical
EIN
23-7098815
Phone
5749362306
Address
123 N MICHIGAN ST, PLYMOUTH, IN 46563

Signing Officer

Name
Linda Rippy
Title
Assistant Treasurer
Phone
5749362306
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cliff Berger
Formed
1950
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

Preparer

Firm
Weidner and Company Pc
Address
PO BOX 668, PLYMOUTH, IN 46563-1878
Preparer
Chad J Mcdonald CPA
Phone
5749368866
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor 42,981 0 0

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment funds are intended to support operations in future years when economic conditions worsen.

Raw XML AppendixShowing 400 of 445 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046780
IRS990ScheduleA/Total509Grp/TotalAmt0301677
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077789
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt076788
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068008
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0457530
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01118830
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0330
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01235800
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt046637
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt045102
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012907
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03025
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01118829
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025060
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt043110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013081
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01146761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048924
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt062027
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013224
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01129874
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04125
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01171151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014653
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0936069
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt058845
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01129874
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0152239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt05537
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt039746
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0155859
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0195605
IRS990ScheduleD/ExpensesSubtotalAmt0114567
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06703
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02643
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01107427
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1246927
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MCCF - PERMANENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MCCF NON-PERMANENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/RevenueSubtotalAmt0116339
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE INTENDED TO SUPPORT OPERATIONS IN FUTURE YEARS WHEN ECONOMIC CONDITIONS WORSEN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleD/TotalBookValueSecuritiesAmt01354354
IRS990ScheduleD/TotalExpensesPerForm990Amt0114567
IRS990ScheduleD/TotalRevenuePerForm990Amt0116339
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0116339
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IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt037756
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LINDA RIPPY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt037756
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION PROIVIDED TO LINDA RIPPY WAS PAID BY AN UNREALATED ORGANIZATION - MARSHALL COUNTY, INDIANA.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANYONE WHO WISHES TO BECOME A MEMBER OF THE ORGANIZATION PAYS ANNUAL DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO SIGNING AND FILING THE RETURN. THE RETURN IS THEN AVAILABLE UPON REQUEST FOR ANY OFFICERS OR TRUSTEES WHO WISH TO REVIEW IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT LABOR 42,981 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01564692
IRS990/TotalAssetsGrp/BOYAmt01562920
IRS990/TotalAssetsGrp/EOYAmt01564692
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt047096
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033642
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080925
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114567
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01562920
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01564692
IRS990/TotalProgramServiceExpensesAmt080925
IRS990/TotalProgramServiceRevenueAmt04972
IRS990/TotalReportableCompFromOrgAmt037756
IRS990/TotalRevenueGrp/ExclusionAmt064271
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04972
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116339
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01562920
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01564692
IRS990/TravelGrp/ManagementAndGeneralAmt089
IRS990/TravelGrp/TotalAmt089
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01562920
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01564692

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.14$0.13$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.13$0.16$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.24$0.20$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.19$0.20$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.22$0.22$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.21$0.23$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.22$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.11$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.13$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.24$0.11$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.06