Civic Intelligence

Historic Medley District Inc.

990EZ • Fiscal year 2017 • EIN 23-7447951

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profilewww.historicmedley.org
P O Box 232Poolesville, MD 20837

(301) 407-0777

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.48x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-126%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$177,544

Down $43,933 (-20%) from 2014

Net Assets

Down

$166,104

Down $31,269 (-16%) from 2014

Liabilities

Down

$11,440

Down $12,664 (-53%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin4th percentile

Revenue

Down

$23,992

Down $42,582 (-64%) from 2014

Expenses

Down

$54,278

Down $30,891 (-36%) from 2014

Net Income

Down

-$30,286

Down $11,691 (-63%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$300K$200K$100K$0Assets 2014: $221,477Liabilities 2014: $24,104Net Assets 2014: $197,3732014Assets 2017: $177,544Liabilities 2017: $11,440Net Assets 2017: $166,1042017Assets 2018: $161,656Liabilities 2018: $5,872Net Assets 2018: $155,7842018Assets 2020: $163,766Net Assets 2020: $163,7662020Assets 2021: $171,218Net Assets 2021: $171,2182021Assets 2022: $179,787Liabilities 2022: $0Net Assets 2022: $179,7872022Assets 2023: $173,149Liabilities 2023: $0Net Assets 2023: $173,1492023Assets 2024: $191,226Liabilities 2024: $0Net Assets 2024: $191,2262024

Highlighted filing

2017

Assets$177,544
Liabilities$11,440
Net Assets$166,104
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $66,574Expenses 2014: $85,169Net Income 2014: -$18,5952014Revenue 2017: $23,992Expenses 2017: $54,278Net Income 2017: -$30,2862017Revenue 2018: $57,214Expenses 2018: $67,534Net Income 2018: -$10,3202018Revenue 2020: $26,973Expenses 2020: $31,445Net Income 2020: -$4,4722020Revenue 2021: $43,434Expenses 2021: $35,982Net Income 2021: $7,4522021Revenue 2022: $61,954Expenses 2022: $53,385Net Income 2022: $8,5692022Revenue 2023: $93,563Expenses 2023: $100,201Net Income 2023: -$6,6382023Revenue 2024: $85,938Expenses 2024: $67,861Net Income 2024: $18,0772024

Highlighted filing

2017

Revenue$23,992
Expenses$54,278
Net Income-$30,286
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$23,992
Mission and Program Overview

Mission

Conservation of buildings, structures, objects and spaces that contribute to the historic character of montgomery county, maryand; development and implementation of plans for preserving and using montgomery county resources; promotion of research and education in area history.

Program Services

DescriptionGrantsExpenses
EDUCATE THE PUBLIC WITH LIVING HISTORY PROGRAMS & BROCHURES$15,533-
RUN A 1793 GENERAL STORE MUSEUM$10,767-
REHABILITATE HISTORIC BUILDINGS$8,670-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN O'CONNELLPresidentPT$0--
JEAN S FINDLAYTreasurerPT$0--
SHARON BAUERSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Historic Medley District Inc
EIN
23-7447951
Phone
3014070777
Address
P O BOX 232, POOLESVILLE, MD 20837

Signing Officer

Name
Sharon Bauer
Title
Secretary
Signed
2018-11-15
Supplemental Narrative

Additional Explanations

Other Expenses.1008

“Interest $731”

Other Expenses.1009

“Depreciation $6055”

Other Expenses.1012

“Insurance $6184”

Other Expenses.1

“TEACHERS $12923”

Other Expenses.2

“Repairs & maintenance $12182”

Other Expenses.3

“RECONCILE $6093”

Other Expenses.4

“UTILITIES $4278”

Other Expenses.5

“SECURITY $2372”

Other Expenses.6

“PORTABLE TOILETS $2114”

Other Expenses.7

“TELEPHONE $863”

Other Expenses.8

“MISCELLANEOUS $608”

Other Expenses.9

“SUPPLIES $219”

Other Expenses.11

“TAXES $-420”

Other Assets.1

“- Beginning $15000 - Ending $15000”

Total Liabilities.1

“- Beginning $17303 - Ending $11440”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jean Findlay
IRS990EZ/BooksInCareOfDetail/PhoneNum03019728965
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 125
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DICKERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020842
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014023
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-30286
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0177544
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt023992
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0154576
IRS990EZ/LandAndBuildingsGrp/EOYAmt0148521
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0166104
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0166104
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MAUREEN O'CONNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN S FINDLAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON BAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015000
IRS990EZ/OtherExpensesTotalAmt054202
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CONSERVATION OF BUILDINGS, STRUCTURES, OBJECTS AND SPACES THAT CONTRIBUTE TO THE HISTORIC CHARACTER OF MONTGOMERY COUNTY, MARYAND; DEVELOPMENT AND IMPLEMENTATION OF PLANS FOR PRESERVING AND USING MONTGOMERY COUNTY RESOURCES; PROMOTION OF RESEARCH AND EDUCATION IN AREA HISTORY.
IRS990EZ/PrintingPublicationsPostageAmt076
IRS990EZ/ProgramServiceRevenueAmt018115
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATE THE PUBLIC WITH LIVING HISTORY PROGRAMS & BROCHURES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RUN A 1793 GENERAL STORE MUSEUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2REHABILITATE HISTORIC BUILDINGS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015533
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110767
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt28670
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017303
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011440
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054278
IRS990EZ/TotalProgramServiceExpensesAmt034970
IRS990EZ/TotalRevenueAmt023992
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.historicmedley.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09254
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0172015
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt0172015
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067754
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0172015
IRS990ScheduleA/TotalSupportAmt0172052
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $6055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TEACHERS $12923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REPAIRS & MAINTENANCE $12182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RECONCILE $6093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UTILITIES $4278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SECURITY $2372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PORTABLE TOILETS $2114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE $863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES $-420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $15000 - Ending $15000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14- Beginning $17303 - Ending $11440
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON BAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC MEDLEY DISTRICT INC
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0237447951
ReturnHeader/Filer/PhoneNum03014070777
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 232
ReturnHeader/Filer/USAddress/CityNm0POOLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020837
ReturnHeader/ReturnTs02018-11-15T07:37:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$177,544
Liabilities
$11,440
Net assets
$166,104
Revenue
$23,992
Expenses
$54,278
Net income
-$30,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.86$0.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.94$1.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.62$0.53$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.43$0.36$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.27$0.31$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.06$1.56$0.57$0.68$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.11$1.66$0.24$0.54$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.24$1.97$0.67$0.85$0.19