Civic Intelligence

Historical and Genealogical Society of Somerset County

990 • Fiscal year 2015 • EIN 23-7322243

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 21, 2016

10649 Somerset PikeSomerset, PA 15501

(814) 445-6077

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,122,134

Down $23,323 (-2.0%) from 2014

Net Assets

Down

$1,119,192

Down $24,222 (-2.1%) from 2014

Liabilities

Up

$2,942

Up $899 (+44%) from 2014

Revenue

Down

$197,067

Down $22,498 (-10%) from 2014

Expenses

Up

$190,363

Up $15,153 (+8.6%) from 2014

Net Income

Down

$6,704

Down $37,651 (-85%) from 2014

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 2014: $1,145,457Liabilities 2014: $2,043Net Assets 2014: $1,143,4142014Assets 2015: $1,122,134Liabilities 2015: $2,942Net Assets 2015: $1,119,1922015Assets 2016: $1,063,448Liabilities 2016: $2,613Net Assets 2016: $1,060,8352016Assets 2017: $1,419,289Liabilities 2017: $2,785Net Assets 2017: $1,416,5042017Assets 2018: $1,361,893Liabilities 2018: $1,524Net Assets 2018: $1,360,3692018Assets 2019: $1,533,314Liabilities 2019: $1,464Net Assets 2019: $1,531,8502019Assets 2020: $1,666,622Liabilities 2020: $1,634Net Assets 2020: $1,664,9882020Assets 2021: $1,836,229Liabilities 2021: $3,415Net Assets 2021: $1,832,8142021Assets 2022: $1,817,878Liabilities 2022: $3,029Net Assets 2022: $1,814,8492022Assets 2024: $1,964,587Liabilities 2024: $2,829Net Assets 2024: $1,961,7582024

Highlighted filing

2015

Assets$1,122,134
Liabilities$2,942
Net Assets$1,119,192

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $219,565Expenses 2014: $175,210Net Income 2014: $44,3552014Revenue 2015: $197,067Expenses 2015: $190,363Net Income 2015: $6,7042015Revenue 2016: $197,084Expenses 2016: $197,566Net Income 2016: -$4822016Revenue 2017: $496,972Expenses 2017: $193,453Net Income 2017: $303,5192017Revenue 2018: $178,885Expenses 2018: $193,995Net Income 2018: -$15,1102018Revenue 2019: $246,853Expenses 2019: $211,913Net Income 2019: $34,9402019Revenue 2020: $186,004Expenses 2020: $123,937Net Income 2020: $62,0672020Revenue 2021: $276,690Expenses 2021: $196,811Net Income 2021: $79,8792021Revenue 2022: $350,899Expenses 2022: $229,875Net Income 2022: $121,0242022Revenue 2024: $286,648Expenses 2024: $251,775Net Income 2024: $34,8732024

Highlighted filing

2015

Revenue$197,067
Expenses$190,363
Net Income$6,704
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 21, 2016
Return Version
2015v2.1
Gross Receipts
$201,446
Mission and Program Overview

Mission

The historical and genealogical society of somerset county is the steward of the cultural heritage of somerset county through its historical collections, educational programs, and genealogical archives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$510,328$535,322▲ $24,994
Land, Buildings, and Equipment, Net$554,692$515,558▼ $39,134
Savings and Temporary Cash Investments$51,172$42,506▼ $8,666
Inventories for Sale or Use$29,265$28,748▼ $517
Total Assets$1,145,457$1,122,134▼ $23,323
Liabilities
Accounts Payable and Accrued Expenses$2,043$2,942▲ $899
Total Liabilities$2,043$2,942▲ $899
Net Assets / Fund Balance
Unrestricted Net Assets$812,379$788,536▼ $23,843
Permanently Rstr Net Assets$312,429$312,429→ $0
Temporarily Rstr Net Assets$18,606$18,227▼ $379
Total Net Assets Fund Balance$1,143,414$1,119,192▼ $24,222
Total Liabilities and Net Assets / Fund Balance$1,145,457$1,122,134▼ $23,323

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$490,594-$490,594
Equipment$24,964-$24,964

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$510,328-▲ $14,586-$527,114
2014$431,628$66,797▲ $14,086-$510,328
2013$437,739-▲ $496-$431,628
2012$445,750-▲ $2,540-$437,739
2011$441,749-▲ $15,575-$445,750
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris ZanoniPresident
Gary BurkettSecretary
Lisa BittnerTreasurer
Pamela Tokar-ickesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$61,533
Program Service Revenue
$93,702
Investment Income
$37,247
Other Revenue
$4,585
All Other Contributions
$35,840
Change in Net Assets
$6,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,038
Salaries, Compensation, and Employee Benefits$90,325
Total Fundraising Expense$4,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$62,789--$62,789
Current Officers, Directors, Trustees, and Key Employees$20,395--$20,395
Insurance$7,787--$7,787
Occupancy$6,163--$6,163
Payroll Taxes$5,965--$5,965
Fees for Services Accounting-$5,781-$5,781
All Other Expenses$1,142$2,755-$3,897
Office Expenses-$3,056-$3,056
Other Expenses$10,109$2,097$4,625$2,097
Other Employee Benefits-$1,176-$1,176
Travel-$513-$513
Total Functional Expenses$168,163$17,575$4,625$190,363
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Yes
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Members may elect members of the governing body

Form 990, Page 6, Part VI, Line 7B

Members vote on decisions of the governing body

Form 990, Page 6, Part VI, Line 8B

Individual committees do not keep written minutes

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

Form 990 is provided to the officers of the organization for review

Form 990, Page 6, Part VI, Line 12C

Reviewed at monthly board of director meetings

Form 990, Page 6, Part VI, Line 15A

The site administrator's wages are reviewed and approved by the board of directors

Form 990, Page 6, Part VI, Line 15B

Compensation for key employees of the organization is reviewed annually by the board of directors and approved

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Historical & Genealogical Society
EIN
23-7322243
Phone
8144456077
Address
10649 SOMERSET PIKE, SOMERSET, PA 15501

Signing Officer

Name
Lisa Bittner
Title
Treasurer
Phone
8144456077
Signed
2016-06-21

Organization Details

Principal Officer
Chris Zanoni
Formed
1959
Legal Domicile
Pa
Voting Board Members
542
Independent Board Members
542
Employees
8
Volunteers
31

Preparer

Firm
Beer Ream Co
Address
PO BOX 629, SOMERSET, PA 15501-0629
Preparer
Vickie L Beer CPA
Phone
8144455440
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Meadow setting. Friday is dedicated to student education and artisans cater their demonstrations accordingly. On-site and satellite educational programs - staff and volunteers present hands-on educational programs to students visiting the somerset historical center. They learn about being a pioneer in the wilderness of western pennsylvania, cooking and food preparation, farming practices, log construction, and fashion a tin/wood scoop to take home. Staff and volunteers take programs into kindergarten through 2nd grades throughout the somerset county region. The society's eductional programs reach over 2,000 students per year. School of coopering - the craft of coopering is taught during this three day class using only traditional methods and hand tools. Up to 12 participants learn the history of the craft, various types of coopering, especially the type practiced in the maple sugar region of somerset county, safe tool usage, as they fashion a maple sugar bucket (keeler) that they take home upon completion. The class has been taught for over 15 years with over 150 participants.

Form 990, Part XI, Line 9

Prior period adjustment to remove fixed assets -39,134 that no longer exist 0 total -39,134

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEADOW SETTING. FRIDAY IS DEDICATED TO STUDENT EDUCATION AND ARTISANS CATER THEIR DEMONSTRATIONS ACCORDINGLY. ON-SITE AND SATELLITE EDUCATIONAL PROGRAMS - STAFF AND VOLUNTEERS PRESENT HANDS-ON EDUCATIONAL PROGRAMS TO STUDENTS VISITING THE SOMERSET HISTORICAL CENTER. THEY LEARN ABOUT BEING A PIONEER IN THE WILDERNESS OF WESTERN PENNSYLVANIA, COOKING AND FOOD PREPARATION, FARMING PRACTICES, LOG CONSTRUCTION, AND FASHION A TIN/WOOD SCOOP TO TAKE HOME. STAFF AND VOLUNTEERS TAKE PROGRAMS INTO KINDERGARTEN THROUGH 2ND GRADES THROUGHOUT THE SOMERSET COUNTY REGION. THE SOCIETY'S EDUCTIONAL PROGRAMS REACH OVER 2,000 STUDENTS PER YEAR. SCHOOL OF COOPERING - THE CRAFT OF COOPERING IS TAUGHT DURING THIS THREE DAY CLASS USING ONLY TRADITIONAL METHODS AND HAND TOOLS. UP TO 12 PARTICIPANTS LEARN THE HISTORY OF THE CRAFT, VARIOUS TYPES OF COOPERING, ESPECIALLY THE TYPE PRACTICED IN THE MAPLE SUGAR REGION OF SOMERSET COUNTY, SAFE TOOL USAGE, AS THEY FASHION A MAPLE SUGAR BUCKET (KEELER) THAT THEY TAKE HOME UPON COMPLETION. THE CLASS HAS BEEN TAUGHT FOR OVER 15 YEARS WITH OVER 150 PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS MAY ELECT MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS VOTE ON DECISIONS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDIVIDUAL COMMITTEES DO NOT KEEP WRITTEN MINUTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS PROVIDED TO THE OFFICERS OF THE ORGANIZATION FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REVIEWED AT MONTHLY BOARD OF DIRECTOR MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE SITE ADMINISTRATOR'S WAGES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND APPROVED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PRIOR PERIOD ADJUSTMENT TO REMOVE FIXED ASSETS -39,134 THAT NO LONGER EXIST 0 TOTAL -39,134
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA BITTNER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-21

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