Civic Intelligence

Madison Historical Society

990 • Fiscal year 2017 • EIN 23-7409331

Jun 01, 2016 to May 31, 2017 • Filed on Jul 12, 2017

Organization ProfileWWW.MADISONHISTORICALSOCIETY.ORG
PO Box 148Madison, NJ 07940-0148

(973) 377-0722

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

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

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

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.

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

Asset Growth

91st percentile

51%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

$1,816,737

No earlier filing loaded for comparison.

Net Assets

$1,816,737

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

$554,383

No earlier filing loaded for comparison.

Expenses

$16,793

No earlier filing loaded for comparison.

Net Income

$537,590

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $1,816,737Liabilities 2017: $0Net Assets 2017: $1,816,7372017Assets 2018: $1,897,510Liabilities 2018: $0Net Assets 2018: $1,897,5102018Assets 2020: $2,175,329Liabilities 2020: $0Net Assets 2020: $2,175,3292020Assets 2021: $2,507,245Liabilities 2021: $500,000Net Assets 2021: $2,007,2452021Assets 2022: $2,177,835Liabilities 2022: $300,000Net Assets 2022: $1,877,8352022Assets 2023: $2,157,583Liabilities 2023: $300,000Net Assets 2023: $1,857,5832023Assets 2025: $2,639,894Liabilities 2025: $300,000Net Assets 2025: $2,339,8942025

Highlighted filing

2017

Assets$1,816,737
Liabilities$0
Net Assets$1,816,737
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2017: $554,383Expenses 2017: $16,793Net Income 2017: $537,5902017Revenue 2018: $79,423Expenses 2018: $25,463Net Income 2018: $53,9602018Revenue 2020: $81,298Expenses 2020: $27,780Net Income 2020: $53,5182020Revenue 2021: $104,437Expenses 2021: $515,426Net Income 2021: -$410,9892021Revenue 2022: $127,113Expenses 2022: $26,199Net Income 2022: $100,9142022Revenue 2023: $100,066Expenses 2023: $33,748Net Income 2023: $66,3182023Revenue 2025: $224,982Expenses 2025: $44,929Net Income 2025: $180,0532025

Highlighted filing

2017

Revenue$554,383
Expenses$16,793
Net Income$537,590
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 12, 2017
Return Version
2016v3.0
Gross Receipts
$554,383
Mission and Program Overview

Mission

The education of the citizens of madison, new jersey about the historic value of the community and the encouragement of its preservation; the collection and maintenance of an archive available for public use; and the recording of historically relevant madison public events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,029,363$1,649,391▲ $620,028
Savings and Temporary Cash Investments$120,226$128,761▲ $8,535
Cash and Non-Interest-Bearing Accounts$52,789$38,585▼ $14,204
Total Assets$1,202,378$1,816,737▲ $614,359
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,062,970$1,098,757▲ $35,787
Unrestricted Net Assets$138,408$716,980▲ $578,572
Permanently Rstr Net Assets$1,000$1,000→ $0
Total Net Assets Fund Balance$1,202,378$1,816,737▲ $614,359
Total Liabilities and Net Assets / Fund Balance$1,202,378$1,816,737▲ $614,359

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,029,362-▲ $35,787-$1,065,149
2015-$1,016,897▲ $29,362$2,912$1,029,362
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Susan SimonPresident
Anne MeyerTrustee
Catherine CoultasTrustee
Douglas SimonTrustee
Judith SeeryTrustee
Laurie HagerichTrustee
Linda ConnorsTrustee
Scott SpelkerTrustee
Noreen McmanusCOR. Secreta
Kathleen MalcolmCustodian
Kathleen Rogers-vanleeuwenHistorian
Virginia LaughlinRec. Secreta
David LuberTreasurer
Jim MalcolmVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$505,580
Program Service Revenue
$4,887
Investment Income
$43,867
Other Revenue
$49
All Other Contributions
$501,810
Change in Net Assets
$537,590
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,793
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
Office Expenses$916$918-$1,834
Insurance$1,067$356-$1,423
Occupancy$1,320--$1,320
Fees for Services Accounting-$1,000-$1,000
Conferences and Meetings$379$126-$505
All Other Expenses$312$28-$340
Other Expenses$300--$300
Total Functional Expenses$14,365$2,428$0$16,793
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
No
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 2

“Jim malcolm kathleen malcolm vice pres custodian husband & wife douglas simon susan simon trustee/dire president husband & wife”

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

“The president, vice-president and treasurer of the organization review the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Made available upon request”

Filing and Contact Details

Filer

Filer Name
Madison Historical Society
EIN
23-7409331
Phone
9733770722
Address
PO BOX 148, MADISON, NJ 07940-0148

Signing Officer

Name
David Luber
Title
Treasurer
Phone
9087041400
Signed
2017-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Simon
Formed
1922
Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
4

Preparer

Firm
Aj Santye & Co Pa
Address
36 E MAIN STREET, SOMERVILLE, NJ 08876
Preparer
Thomas J Dooley CPA
Phone
9087041400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The education of the citizens of madison, new jersey about the historic value of the community and the encouragement of its preservation; the collection and maintenance of an archive available for public use; and the recording of historically relevant madison public events.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EDUCATION OF THE CITIZENS OF MADISON, NEW JERSEY ABOUT THE HISTORIC VALUE OF THE COMMUNITY AND THE ENCOURAGEMENT OF ITS PRESERVATION; THE COLLECTION AND MAINTENANCE OF AN ARCHIVE AVAILABLE FOR PUBLIC USE; AND THE RECORDING OF HISTORICALLY RELEVANT MADISON PUBLIC EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JIM MALCOLM KATHLEEN MALCOLM VICE PRES CUSTODIAN HUSBAND & WIFE DOUGLAS SIMON SUSAN SIMON TRUSTEE/DIRE PRESIDENT HUSBAND & WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT, VICE-PRESIDENT AND TREASURER OF THE ORGANIZATION REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09087041400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON HISTORICAL SOCIETY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222137060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AJ SANTYE & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 E MAIN STREET

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,816,737
Liabilities
$0
Net assets
$1,816,737
Revenue
$554,383
Expenses
$16,793
Net income
$537,590
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.64$0.30$2.34$0.22$0.04$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.30$1.86$0.10$0.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.30$1.88$0.13$0.03$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.50$2.01$0.10$0.52$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.08$0.03$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.08$0.03$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.55$0.02$0.54