Civic Intelligence

Monroe County Historical Association Endowment 005783

990 • Fiscal year 2016 • EIN 23-7666937

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization ProfileN/A
Essa Asset Mgmt Tr 744 Main StStroudsburg, PA 18360

(570) 476-3900

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.

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

1st percentile

-529%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

37th percentile

$12,242

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 154.6% of source-year revenue.

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

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2016

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,228,574

Up $613,722 (+100%) from 2013

Net Assets

Up

$1,228,574

Up $613,722 (+100%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin1st percentile

Revenue

Down

$7,918

Down $29,303 (-79%) from 2013

Expenses

Up

$49,807

Up $17,786 (+56%) from 2013

Net Income

Down

-$41,889

Down $47,089 (-906%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $614,852Liabilities 2013: $0Net Assets 2013: $614,8522013Assets 2016: $1,228,574Liabilities 2016: $0Net Assets 2016: $1,228,5742016Assets 2017: $1,253,801Liabilities 2017: $0Net Assets 2017: $1,253,8012017Assets 2019: $1,244,265Liabilities 2019: $0Net Assets 2019: $1,244,2652019Assets 2020: $1,194,977Liabilities 2020: $0Net Assets 2020: $1,194,9772020Assets 2021: $1,274,971Liabilities 2021: $0Net Assets 2021: $1,274,9712021Assets 2022: $1,253,296Liabilities 2022: $0Net Assets 2022: $1,253,2962022Assets 2023: $1,214,857Liabilities 2023: $0Net Assets 2023: $1,214,8572023Assets 2024: $1,227,135Liabilities 2024: $0Net Assets 2024: $1,227,1352024

Highlighted filing

2016

Assets$1,228,574
Liabilities$0
Net Assets$1,228,574
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $37,221Expenses 2013: $32,021Net Income 2013: $5,2002013Revenue 2016: $7,918Expenses 2016: $49,807Net Income 2016: -$41,8892016Revenue 2017: $84,571Expenses 2017: $58,154Net Income 2017: $26,4172017Revenue 2019: $63,498Expenses 2019: $66,708Net Income 2019: -$3,2102019Revenue 2020: $22,445Expenses 2020: $68,263Net Income 2020: -$45,8182020Revenue 2021: $149,167Expenses 2021: $70,835Net Income 2021: $78,3322021Revenue 2022: $53,465Expenses 2022: $74,319Net Income 2022: -$20,8542022Revenue 2023: $34,054Expenses 2023: $71,717Net Income 2023: -$37,6632023Revenue 2024: $84,051Expenses 2024: $71,531Net Income 2024: $12,5202024

Highlighted filing

2016

Revenue$7,918
Expenses$49,807
Net Income-$41,889
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$559,310
Mission and Program Overview

Mission

Endowment fund established to provide funds to the monroe county historical association located in stroudsburg, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,270,262$1,228,574▼ $41,688
Investments in Publicly Traded Securities$1,176,983$1,207,049▲ $30,066
Savings and Temporary Cash Investments$93,211$20,959▼ $72,252
Cash and Non-Interest-Bearing Accounts$68$566▲ $498
Total Assets$1,270,262$1,228,574▼ $41,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,270,262$1,228,574▼ $41,688
Total Liabilities and Net Assets / Fund Balance$1,270,262$1,228,574▼ $41,688
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Co Trustee$12,242$12,242

Board Members and Trustees

NameTitle
Jeffrey L WrightCo Trustee
Patricia J SaylorCo Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,850
Program Service Revenue
$0
Investment Income
$3,068
Other Revenue
$0
All Other Contributions
$4,850
Change in Net Assets
$-41,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,725
Salaries, Compensation, and Employee Benefits$12,242
Other Expenses$3,840
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,725--$33,725
Current Officers, Directors, Trustees, and Key Employees$12,242--$12,242
Fees for Services Legal-$2,290-$2,290
Fees for Services Accounting$890--$890
Fees for Services Other$660--$660
Total Functional Expenses$47,517$2,290$0$49,807
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The governing body consists solely of the corporate trustee, essa bank & trust located in stroudsburg pennsyslvania.”

Explanation for Form 990, Page 6, Part VI, Line 4

“No changes made to organizing document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No committees exist currently.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee received a copy of this form 990 prior to filing with the authorities.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Compensation of the corporate trustee is agreed upon by essa bank & trust's current fee schedule, which can be obtained from essa bank & trust by request.”

Form 990, Page 6, Part VI, Line 18

“COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/”

Form 990, Page 6, Part VI, Line 19

“Essa bank & trust as corporate trustee does not maintain a separate conflict of interest policy for each separate trust.”

Filing and Contact Details

Filer

Filer Name
Monroe County Historical Assn Endowment Trust
EIN
23-7666937
Phone
5704763900
Address
ESSA ASSET MGMT TR 744 MAIN ST, STROUDSBURG, PA 18360

Signing Officer

Name
William Evans
Title
Manager
Phone
5704763900
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Evans
Formed
2005
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund adjustment: $201.00”

Raw XML Appendix381 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/ExplanationTxt1NO CHANGES MADE TO ORGANIZING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES EXIST CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATE TRUSTEE RECEIVED A COPY OF THIS FORM 990 PRIOR TO FILING WITH THE AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF THE CORPORATE TRUSTEE IS AGREED UPON BY ESSA BANK & TRUST'S CURRENT FEE SCHEDULE, WHICH CAN BE OBTAINED FROM ESSA BANK & TRUST BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ESSA BANK & TRUST AS CORPORATE TRUSTEE DOES NOT MAINTAIN A SEPARATE CONFLICT OF INTEREST POLICY FOR EACH SEPARATE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mutual fund adjustment: $201.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM EVANS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704763900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02017-05-10T09:02:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,228,574
Liabilities
$0
Net assets
$1,228,574
Revenue
$7,918
Expenses
$49,807
Net income
-$41,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.05$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.02$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.08$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.03$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits