Civic Intelligence

Treasury Historical Association

990EZ • Fiscal year 2018 • EIN 23-7389186

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

PO Box 28118Washington, DC 20038-8118

(202) 622-0990

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$144,291

No earlier filing loaded for comparison.

Net Assets

$144,291

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$28,322

No earlier filing loaded for comparison.

Expenses

$38,558

No earlier filing loaded for comparison.

Net Income

-$10,236

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2018: $144,291Liabilities 2018: $0Net Assets 2018: $144,2912018Assets 2019: $99,348Liabilities 2019: $0Net Assets 2019: $99,3482019Assets 2020: $135,148Liabilities 2020: $0Net Assets 2020: $135,1482020Assets 2021: $253,529Liabilities 2021: $0Net Assets 2021: $253,5292021Assets 2022: $317,184Liabilities 2022: $0Net Assets 2022: $317,1842022Assets 2023: $333,990Liabilities 2023: $0Net Assets 2023: $333,9902023Assets 2024: $395,002Liabilities 2024: $0Net Assets 2024: $395,0022024

Highlighted filing

2018

Assets$144,291
Liabilities$0
Net Assets$144,291

Operations Trend

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

$200K$100K$0-$100KRevenue 2018: $28,322Expenses 2018: $38,558Net Income 2018: -$10,2362018Revenue 2019: $68,745Expenses 2019: $113,688Net Income 2019: -$44,9432019Revenue 2020: $75,568Expenses 2020: $39,768Net Income 2020: $35,8002020Revenue 2021: $181,757Expenses 2021: $63,376Net Income 2021: $118,3812021Revenue 2022: $149,659Expenses 2022: $86,004Net Income 2022: $63,6552022Revenue 2023: $91,722Expenses 2023: $74,916Net Income 2023: $16,8062023Revenue 2024: $105,854Expenses 2024: $44,842Net Income 2024: $61,0122024

Highlighted filing

2018

Revenue$28,322
Expenses$38,558
Net Income-$10,236
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$38,507
Mission and Program Overview

Mission

To foster education of employees and the general public on the history of the department of the treasury and its current and past constituent bureaus, as well as on treasury-related topics of economics, finance, and monetary systems. To assist treasury in historic preservation and restoration of the national historic landmark treasury building, a magnificent structure completed in 1869 and located next to the white house.

Furtherance of historical, scientific, educational and interpretive endeavors of the treasury department

Program Services

DescriptionGrantsExpenses
FURTHERANCE OF HISTORICAL, SCIENTIFIC, EDUCATIONAL AND INTERPRETIVE ENDEAVORS OF THE TREASURY DEPARTMENT$0$5,764
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD E AUTENDirector-$0--
GARY GRIPPODirector-$0--
CORA BEEBE FOSDICKDirectorPT$0--
ABBY L GILBERTDirectorPT$0--
LOUIS MARGAGLIONEDirector-$0--
GEORGE SIGALOSDirector-$0--
ALAN WILENSKYDirector-$0--
JEFFREY WISHNESKIDirector-$0--
ANDREW YOUNGDirector-$0--
THOMAS P O'MALLEYChairmanPT$0--
FRANKLIN C NOLL2nd Vice President-$0--
MICHAEL T CAIRES1st Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Treasury Historical Association
EIN
23-7389186
Phone
2026220990
Address
PO BOX 28118, WASHINGTON, DC 20038-8118

Signing Officer

Name
David J Monroe
Title
Treasurer
Phone
2026220990
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Burdette Smith & Bish LLC
Address
4035 RIDGE TOP ROAD SUITE 550, FAIRFAX, VA 22030-7411
Preparer
Sarah E Devoe CPA
Phone
7035915200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 14,358. Returns and allowances: 0. Less cost of goods sold: 10,185. Gross profit: 4,173. Cost of goods sold: inventory at beginning of year: 76,334. Merchandise purchased: 5,058. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 71,207. Cost of goods sold: 10,185.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 2,593.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: tha events. Amount: 3,180. Description: other . Amount: 2,782. Description: gifts. Amount: 3,738. Total to form 990-ez, line 16: 9,700.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory. Beg. Of year amount: 76,334. End of year amount: 71,207.

Raw XML Appendix211 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 14,358. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 10,185. GROSS PROFIT: 4,173. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 76,334. MERCHANDISE PURCHASED: 5,058. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 71,207. COST OF GOODS SOLD: 10,185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST INCOME. AMOUNT: 2,593.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: THA EVENTS. AMOUNT: 3,180. DESCRIPTION: OTHER . AMOUNT: 2,782. DESCRIPTION: GIFTS. AMOUNT: 3,738. TOTAL TO FORM 990-EZ, LINE 16: 9,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 76,334. END OF YEAR AMOUNT: 71,207.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04035 RIDGE TOP ROAD SUITE 550
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0220307411
ReturnHeader/PreparerPersonGrp/PhoneNum07035915200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH E DEVOE CPA
ReturnHeader/ReturnTs02019-11-13T09:42:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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