Civic Intelligence

Minisink Valley Historical Society

990EZ • Fiscal year 2017 • EIN 23-7348727

Nov 01, 2016 to Oct 31, 2017 • Filed on Dec 14, 2017

7 West Broome StreetPort Jervis, NY 12771

(845) 856-2375

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-96%

Higher net margin than 4% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2017 filings • NTEE A • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.9%

Faster asset growth than 41% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • NTEE A • <$500k nonprofits • Annualized from 2014 to 2017

Assets

Down

$282,150

Down $31,941 (-10%) from 2010

Net Assets

Down

$282,146

Down $31,918 (-10%) from 2010

Liabilities

Down

$4

Down $23 (-85%) from 2010

Revenue

Down

$12,104

Down $7,168 (-37%) from 2010

Expenses

Up

$23,760

Up $270 (+1.1%) from 2010

Net Income

Down

-$11,656

Down $7,438 (-176%) from 2010

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $314,091Liabilities 2010: $27Net Assets 2010: $314,0642010Assets 2017: $282,150Liabilities 2017: $4Net Assets 2017: $282,1462017Assets 2018: $269,890Liabilities 2018: $4Net Assets 2018: $269,8862018Assets 2019: $259,170Liabilities 2019: $3Net Assets 2019: $259,1672019Assets 2020: $249,486Liabilities 2020: $33Net Assets 2020: $249,4532020Assets 2022: $236,097Liabilities 2022: $4Net Assets 2022: $236,0932022Assets 2025: $256,661Liabilities 2025: $12Net Assets 2025: $256,6492025

Highlighted filing

2017

Assets$282,150
Liabilities$4
Net Assets$282,146

Operations Trend

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

$30K$20K$10K$0-$10K-$20KRevenue 2010: $19,272Expenses 2010: $23,490Net Income 2010: -$4,2182010Revenue 2017: $12,104Expenses 2017: $23,760Net Income 2017: -$11,6562017Revenue 2018: $9,938Expenses 2018: $22,198Net Income 2018: -$12,2602018Revenue 2019: $12,269Expenses 2019: $22,988Net Income 2019: -$10,7192019Revenue 2020: $8,569Expenses 2020: $18,283Net Income 2020: -$9,7142020Revenue 2022: $12,254Expenses 2022: $24,818Net Income 2022: -$12,5642022Revenue 2025: $9,577Expenses 2025: $16,510Net Income 2025: -$6,9332025

Highlighted filing

2017

Revenue$12,104
Expenses$23,760
Net Income-$11,656
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$12,360
Mission and Program Overview

Mission

Preserve and disseminate local History

Program Services

DescriptionGrantsExpenses
MAINTAIN ARCHIVAL COLLECTION OF MANUSCRIPTS, PHOTOGRAPHS, MAPS, BOOKS,GENEALOGY AND ARTIFACTS-$11,880
PROVIDE PUBLIC PROGRAMMING, DEMONSTRATIONS, EXHIBITS, LECTURES MAINTAIN EXTENSIVE INTERNET PRESENCE THROUGH WEB PAGE-$5,940
MAINTAIN FORT DECKER, 200 YEAR-OLD STONE HOUSE MUSEUM AND PROVIDE EXHIBITS AND PROGRAMMING ON SITE-$5,940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY CONODTreasurerPT$0--
THOMAS SMITHDirector-$0--
ROBERT W SCHULTZPresident-$0--
ALICIA BATKOSecretary-$0--
WILLIAM BAVOSODirector-$0--
PETER KOENIGDirector-$0--
WILLIAM CLARKDirector-$0--
MICHELLE FIGLIOMENIDirector-$0--
MATTHEW OSTERBERGDirector-$0--
KELLY DECKERDirector-$0--
LINDA SIWARSKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Minisink Valley Historical Society
EIN
23-7348727
Phone
8458562375
Address
7 West Broome Street, Port Jervis, NY 12771

Signing Officer

Name
Robert W Schultz
Title
President
Phone
8458562375
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Robert Schultz CPA
Address
7 WEST BROOME ST, PORT JERVIS, NY 12771
Preparer
Robert W Schultz
Phone
8458588443
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Bank Service Charges 34.

Form 990EZ, Part I, Line 16

Insurance 5637.

Form 990EZ, Part I, Line 16

NYS Taxes 100.

Form 990EZ, Part I, Line 16

Miscellaneous 156.

Form 990EZ, Part I, Line 16

Office Supplies & Exp 25.

Form 990EZ, Part I, Line 16

Program Expenses 369.

Form 990EZ, Part I, Line 16

Depreciation 5820.

Form 990EZ, Part I, Line 20

Prior period adjustment 33.

Form 990EZ, Part II, Line 24

Historical Collection 8942. 8942.

Form 990, Part III, Line 4D

Promote research and publication of new historical materials

Form 990, Part IX, Line 24E

NYS Taxes

Form 990, Part IX, Line 24E

Projects & Exhibits

Form 990, Part IX, Line 24E

Security

Form 990, Part IX, Line 24E

Office Supplies & Exp

Raw XML Appendix214 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NANCY CONOD
IRS990EZ/BooksInCareOfDetail/PhoneNum08458562375
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0127 West Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Port Jervis
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012771
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0178983
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOfGoodsSoldAmt0256
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-11656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0759
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IRS990EZ/GrossSalesOfInventoryAmt01015
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03420
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0293769
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0282146
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IRS990EZ/OccupancyRentUtltsAndMaintAmt011199
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NANCY CONOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT W SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICIA BATKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM BAVOSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER KOENIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE FIGLIOMENI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MATTHEW OSTERBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KELLY DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10LINDA SIWARSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08942
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08942
IRS990EZ/OtherChangesInNetAssetsAmt033
IRS990EZ/OtherExpensesTotalAmt012141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preserve and disseminate local History
IRS990EZ/PrintingPublicationsPostageAmt0395
IRS990EZ/ProgramServiceRevenueAmt0335
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN ARCHIVAL COLLECTION OF MANUSCRIPTS, PHOTOGRAPHS, MAPS, BOOKS,GENEALOGY AND ARTIFACTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE PUBLIC PROGRAMMING, DEMONSTRATIONS, EXHIBITS, LECTURES MAINTAIN EXTENSIVE INTERNET PRESENCE THROUGH WEB PAGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MAINTAIN FORT DECKER, 200 YEAR-OLD STONE HOUSE MUSEUM AND PROVIDE EXHIBITS AND PROGRAMMING ON SITE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011880
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15940
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25940
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0502
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023760
IRS990EZ/TotalProgramServiceExpensesAmt023760
IRS990EZ/TotalRevenueAmt012104
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.minisink.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053342
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0964
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05431
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021605
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71170
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt053342
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt011801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010201
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053342
IRS990ScheduleA/TotalSupportAmt074947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Service Charges 34.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 5637.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NYS Taxes 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies & Exp 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Expenses 369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 5820.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Prior period adjustment 33.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Historical Collection 8942. 8942.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Promote research and publication of new historical materials
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10NYS Taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Projects & Exhibits
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Security
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Office Supplies & Exp
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08458562375
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Minisink Valley Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0MINI
ReturnHeader/Filer/EIN0237348727
ReturnHeader/Filer/PhoneNum08458562375
ReturnHeader/Filer/USAddress/AddressLine1Txt07 West Broome Street
ReturnHeader/Filer/USAddress/CityNm0Port Jervis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012771
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02FD59DD1CBB003BB6CDF808466F63813E6966E13
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02FD59DD1CBB003BB6CDF808466F63813E6966E13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.49.196.16
ReturnHeader/FilingSecurityInformation/IPDt02017-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:07:08
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT SCHULTZ CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 WEST BROOME ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT JERVIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012771
ReturnHeader/PreparerPersonGrp/PhoneNum08458588443
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W SCHULTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-12-21T12:07:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

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Filings