Civic Intelligence

Affton Historical Society

990 • Fiscal year 2016 • EIN 23-7326092

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 10, 2017

PO Box 28855St Louis, MO 63123

(314) 821-7166

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

1.4%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,346,628

Up $19,034 (+1.4%) from 2015

Net Assets

Up

$1,346,235

Up $19,008 (+1.4%) from 2015

Liabilities

Up

$393

Up $26 (+7.1%) from 2015

Revenue

Down

$85,563

Down $43,754 (-34%) from 2015

Expenses

Up

$102,691

Up $25,768 (+33%) from 2015

Net Income

Down

-$17,128

Down $69,522 (-133%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,327,594Liabilities 2015: $367Net Assets 2015: $1,327,2272015Assets 2016: $1,346,628Liabilities 2016: $393Net Assets 2016: $1,346,2352016Assets 2017: $1,513,401Liabilities 2017: $3,315Net Assets 2017: $1,510,0862017Assets 2018: $1,555,413Liabilities 2018: $2,080Net Assets 2018: $1,553,3332018Assets 2019: $1,714,742Liabilities 2019: $2,307Net Assets 2019: $1,712,4352019Assets 2020: $1,804,381Liabilities 2020: $3,157Net Assets 2020: $1,801,2242020Assets 2021: $1,982,277Liabilities 2021: $4,581Net Assets 2021: $1,977,6962021Assets 2022: $1,754,738Liabilities 2022: $4,299Net Assets 2022: $1,750,4392022Assets 2023: $1,885,199Liabilities 2023: $2,562Net Assets 2023: $1,882,6372023Assets 2024: $2,025,074Liabilities 2024: $3,310Net Assets 2024: $2,021,7642024

Highlighted filing

2016

Assets$1,346,628
Liabilities$393
Net Assets$1,346,235

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $129,317Expenses 2015: $76,923Net Income 2015: $52,3942015Revenue 2016: $85,563Expenses 2016: $102,691Net Income 2016: -$17,1282016Revenue 2017: $167,670Expenses 2017: $75,192Net Income 2017: $92,4782017Revenue 2018: $253,485Expenses 2018: $81,748Net Income 2018: $171,7372018Revenue 2019: $121,016Expenses 2019: $80,092Net Income 2019: $40,9242019Revenue 2020: $71,904Expenses 2020: $80,549Net Income 2020: -$8,6452020Revenue 2021: $160,489Expenses 2021: $100,708Net Income 2021: $59,7812021Revenue 2022: $113,528Expenses 2022: $103,741Net Income 2022: $9,7872022Revenue 2023: $142,426Expenses 2023: $116,853Net Income 2023: $25,5732023Revenue 2024: $176,854Expenses 2024: $136,323Net Income 2024: $40,5312024

Highlighted filing

2016

Revenue$85,563
Expenses$102,691
Net Income-$17,128
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$197,408
Mission and Program Overview

Mission

To preserve and disseminate historical informstion about affton, missouri through the maintenance, preservation, restoration, and renovation of the oakland house museum

To bring together persons interested in history, especially the history of the affton area of st. Louis county, missouri, and to preserve and restore "oakland" house, the 19th century summer home of louis a. Benoist.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$799,593$796,547▼ $3,046
Land, Buildings, and Equipment, Net$400,528$443,791▲ $43,263
Savings and Temporary Cash Investments$83,711$83,963▲ $252
Cash and Non-Interest-Bearing Accounts$43,762$22,327▼ $21,435
Total Assets$1,327,594$1,346,628▲ $19,034
Liabilities
Accounts Payable and Accrued Expenses$367$393▲ $26
Total Liabilities$367$393▲ $26
Net Assets / Fund Balance
Unrestricted Net Assets$1,327,227$1,346,235▲ $19,008
Total Net Assets Fund Balance$1,327,227$1,346,235▲ $19,008
Total Liabilities and Net Assets / Fund Balance$1,327,594$1,346,628▲ $19,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$393,506$74,096$467,602
Equipment$25,285$3,653$28,938
Land$25,000-$25,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charlie BrownPresident
Bert BarryDirector
Charles Hiermenz IiiDirector
Darryl EavesDirector
Dot HuebenerDirector
Ingrid GiddingsDirector
Jeri AkikiDirector
Lucy JohnsonDirector
Nancy Herndon UlrichDirector
Pat TreacyDirector
Mary KirschmanCorrespondin
Becky CoxRecording Se
Rosie MillerTreasurer
Clinton McdanielVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$19,240
Program Service Revenue
$4,442
Investment Income
$34,092
Other Revenue
$27,789
All Other Contributions
$7,711
Change in Net Assets
$-17,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,262
Total Fundraising Expense$15,775
Salaries, Compensation, and Employee Benefits$9,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$22,288$1,042$703$24,033
Depreciation Depletion$14,646--$14,646
Insurance$10,508$1,167-$11,675
Other Salaries and Wages$8,759--$8,759
Fees for Services Accounting-$3,390-$3,390
Other Expenses$3,204-$15,072$3,204
Office Expenses$1,408$1,248-$2,656
Advertising-$899-$899
Payroll Taxes$670--$670
Information Technology-$360-$360
Occupancy$2--$2
Total Functional Expenses$78,810$8,106$15,775$102,691
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,087
Fundraising Direct Expenses$1,298
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Weddings and Re$23,516$23,516-$23,516
Total Events$23,516$23,516-$23,516
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
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, Page 6, Part VI, Line 11B

Form 990, including all attached schedules and forms, is reviewed by the organization's vice president prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Affton Historical Society
EIN
23-7326092
Phone
3148217166
Address
PO BOX 28855, ST LOUIS, MO 63123
Doing Business As
Affton Historical Society

Signing Officer

Name
Charlie Brown
Title
President
Phone
3148217166
Signed
2017-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlie Brown
Formed
1973
Legal Domicile
Mo
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
50

Preparer

Firm
Lewis and Associates Pc
Address
8755 BIG BEND BLVD, ST LOUIS, MO 63119
Preparer
Frederick C Lewis
Phone
3149621133
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Lawn maintenance 2,673 0 0 independence day brunch e 2,659 0 0 replacement expense 2,065 0 0 utilities - sewer 2,051 0 0 caretaker supplies 2,028 0 0 utilities - water 2,022 0 0 utilities - gas 1,676 0 0 utilities - trash collect 1,444 0 0 other program service exp 1,108 0 0 conservator expense 1,079 0 0 membership luncheon expen 985 0 0 landscape expense 770 0 0 fundraising expenses 0 0 703 util - alarm (fire & burg 652 0 0 telephone 0 514 0 christmas party expense 356 0 0 meeting expense 279 0 0 supplies 250 0 0 dues and subscriptions 0 250 0 foreign taxes paid - segr 0 133 0 conference expense 116 0 0 pest control 75 0 0 meeting expense 0 70 0 bank safe deposit box ren 0 56 0 foreign taxes paid - endo 0 17 0 rounding adjustment 0 2 0 total 22,288 1,042 703

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IRS990/PayrollTaxesGrp/ProgramServicesAmt0670
IRS990/PayrollTaxesGrp/TotalAmt0670
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHARLIE BROWN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OAKLAND HOUSE PRESERVATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04442
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069996
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IRS990/PYTotalExpensesAmt076923
IRS990/PYTotalRevenueAmt0129317
IRS990/ReconcilationRevenueExpnssAmt0-17128
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04442
IRS990/SavingsAndTempCashInvstGrp/BOYAmt083711
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083963
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt020032
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt020032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012331
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt075532
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt027226
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027226
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020132
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017978
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015998
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049655
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt064101
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0100647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083638
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0342316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt027226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108560
IRS990ScheduleA/InvestmentIncomeCYPct00.21000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.75570
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt020032
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020032
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt068895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0108734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt095969
IRS990ScheduleA/Total509Grp/TotalAmt0417848
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096121
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111967
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0526408
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0393506
IRS990ScheduleD/BuildingsGrp/DepreciationAmt074096
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0467602
IRS990ScheduleD/EquipmentGrp/BookValueAmt025285
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03653
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028938
IRS990ScheduleD/LandGrp/BookValueAmt025000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0443791
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WEDDINGS AND RE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023516
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023516
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023516
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, INCLUDING ALL ATTACHED SCHEDULES AND FORMS, IS REVIEWED BY THE ORGANIZATION'S VICE PRESIDENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAWN MAINTENANCE 2,673 0 0 INDEPENDENCE DAY BRUNCH E 2,659 0 0 REPLACEMENT EXPENSE 2,065 0 0 UTILITIES - SEWER 2,051 0 0 CARETAKER SUPPLIES 2,028 0 0 UTILITIES - WATER 2,022 0 0 UTILITIES - GAS 1,676 0 0 UTILITIES - TRASH COLLECT 1,444 0 0 OTHER PROGRAM SERVICE EXP 1,108 0 0 CONSERVATOR EXPENSE 1,079 0 0 MEMBERSHIP LUNCHEON EXPEN 985 0 0 LANDSCAPE EXPENSE 770 0 0 FUNDRAISING EXPENSES 0 0 703 UTIL - ALARM (FIRE & BURG 652 0 0 TELEPHONE 0 514 0 CHRISTMAS PARTY EXPENSE 356 0 0 MEETING EXPENSE 279 0 0 SUPPLIES 250 0 0 DUES AND SUBSCRIPTIONS 0 250 0 FOREIGN TAXES PAID - SEGR 0 133 0 CONFERENCE EXPENSE 116 0 0 PEST CONTROL 75 0 0 MEETING EXPENSE 0 70 0 BANK SAFE DEPOSIT BOX REN 0 56 0 FOREIGN TAXES PAID - ENDO 0 17 0 ROUNDING ADJUSTMENT 0 2 0 TOTAL 22,288 1,042 703
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01327594
IRS990/TotalAssetsEOYAmt01346628
IRS990/TotalAssetsGrp/BOYAmt01327594
IRS990/TotalAssetsGrp/EOYAmt01346628
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019240
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015775
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078810
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0367
IRS990/TotalLiabilitiesEOYAmt0393
IRS990/TotalLiabilitiesGrp/BOYAmt0367
IRS990/TotalLiabilitiesGrp/EOYAmt0393
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01327227
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01346235
IRS990/TotalProgramServiceExpensesAmt078810
IRS990/TotalProgramServiceRevenueAmt04442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038534
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085563
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01327594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01346628
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01327227
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01346235
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.AFFTONOAKLANDHOUSE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

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