Civic Intelligence

Washington County Historical Society

990 • Fiscal year 2017 • EIN 25-1371578

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

49 East Maiden StreetWashington, PA 15301

(724) 225-6740

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

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

Top Officer Pay

87th percentile

$32,800

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

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

Asset Growth

50th percentile

1.9%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$396,226

Up $7,442 (+1.9%) from 2016

Net Assets

Up

$392,147

Up $13,599 (+3.6%) from 2016

Liabilities

Down

$4,079

Down $6,157 (-60%) from 2016

Revenue

Up

$154,040

Up $68,794 (+81%) from 2016

Expenses

Down

$149,913

Down $1,250 (-0.8%) from 2016

Net Income

Up

$4,127

Up $70,044 (+106%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $719,555Liabilities 2010: $3,421Net Assets 2010: $716,1342010Assets 2013: $542,270Liabilities 2013: $4,307Net Assets 2013: $537,9632013Assets 2015: $438,864Liabilities 2015: $3,607Net Assets 2015: $435,2572015Assets 2016: $388,784Liabilities 2016: $10,236Net Assets 2016: $378,5482016Assets 2017: $396,226Liabilities 2017: $4,079Net Assets 2017: $392,1472017Assets 2018: $345,373Liabilities 2018: $4,980Net Assets 2018: $340,3932018Assets 2019: $283,547Liabilities 2019: $3,257Net Assets 2019: $280,2902019Assets 2020: $337,504Liabilities 2020: $18,847Net Assets 2020: $318,6572020Assets 2021: $358,682Liabilities 2021: $19,324Net Assets 2021: $339,3582021Assets 2022: $588,832Liabilities 2022: $2,088Net Assets 2022: $586,7442022Assets 2023: $1,047,900Liabilities 2023: $5,267Net Assets 2023: $1,042,6332023Assets 2024: $1,320,592Liabilities 2024: $83,205Net Assets 2024: $1,237,3872024

Highlighted filing

2017

Assets$396,226
Liabilities$4,079
Net Assets$392,147

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $163,7432010Revenue 2013: $89,434Expenses 2013: $149,829Net Income 2013: -$60,3952013Revenue 2015: $112,269Expenses 2015: $148,870Net Income 2015: -$36,6012015Revenue 2016: $85,246Expenses 2016: $151,163Net Income 2016: -$65,9172016Revenue 2017: $154,040Expenses 2017: $149,913Net Income 2017: $4,1272017Revenue 2018: $115,252Expenses 2018: $152,551Net Income 2018: -$37,2992018Revenue 2019: $117,918Expenses 2019: $190,136Net Income 2019: -$72,2182019Revenue 2020: $186,635Expenses 2020: $146,190Net Income 2020: $40,4452020Revenue 2021: $186,073Expenses 2021: $167,445Net Income 2021: $18,6282021Revenue 2022: $412,696Expenses 2022: $156,830Net Income 2022: $255,8662022Revenue 2023: $635,671Expenses 2023: $186,116Net Income 2023: $449,5552023Revenue 2024: $426,056Expenses 2024: $236,378Net Income 2024: $189,6782024

Highlighted filing

2017

Revenue$154,040
Expenses$149,913
Net Income$4,127
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$213,968
Mission and Program Overview

Mission

Historical museum & educational society

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$222,541$209,363▼ $13,178
Investments in Publicly Traded Securities$131,767$127,668▼ $4,099
Accounts Receivable$6,500$50,000▲ $43,500
Cash and Non-Interest-Bearing Accounts$10,265$8,194▼ $2,071
Savings and Temporary Cash Investments$5,211$1,001▼ $4,210
Total Assets$388,784$396,226▲ $7,442
Other Assets Total$12,500--
Liabilities
Accounts Payable and Accrued Expenses$10,236$4,079▼ $6,157
Total Liabilities$10,236$4,079▼ $6,157
Net Assets / Fund Balance
Unrestricted Net Assets$378,548$392,147▲ $13,599
Total Net Assets Fund Balance$378,548$392,147▲ $13,599
Total Liabilities and Net Assets / Fund Balance$388,784$396,226▲ $7,442

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$147,825$95,175$243,000
Leasehold Improvements$33,959$48,249$82,208
Land$27,000-$27,000
Equipment$579$9,074$9,653
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Clayton KilgoreExecutive DiFT$32,800$32,800

Board Members and Trustees

NameTitle
Bracken BurnsPresident
Betsy WestDirector
Brett ClancyDirector
Brian CunningDirector
Charles DillieDirector
David BudingerDirector
Dr Janet LaneDirector
Fred PozzutoDirector
Fred WeberDirector
Jennifer HardingDirector
Kathleen SchneiderDirector
Lucy CorwinDirector
Jean P WatsonSecretary
Gary NaeserTreasurer
John StavovyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$90,428
Program Service Revenue
$28,665
Investment Income
$7,677
Other Revenue
$27,270
All Other Contributions
$90,428
Change in Net Assets
$4,127

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,040
Revenue Not Reported on Form 990
$9,472
Total Revenue per Audited Statements
$163,512
Total Revenue per Form 990
$154,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$78,767
Other Expenses$70,646
Total Fundraising Expense$1,505
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,506$5,159-$39,665
Current Officers, Directors, Trustees, and Key Employees$16,400$16,400-$32,800
Occupancy$20,626--$20,626
Depreciation Depletion$13,062$116-$13,178
Insurance$9,822$812-$10,634
Office Expenses$7,702$2,046$678$10,426
Payroll Taxes$4,362$1,940-$6,302
Fees for Services Accounting-$4,600-$4,600
Fees for Services Other$3,144$490-$3,634
Information Technology$828$827$827$2,482
Other Expenses$923$1,086-$2,009
Advertising$1,830--$1,830
Fees for Service Investment Mgmnt Fees-$1,227-$1,227
Grants to Domestic Individuals$500--$500
Total Functional Expenses$113,705$34,703$1,505$149,913

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$149,913
Total Expenses per Audited Statements$149,913
Total Expenses per Form 990$149,913
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,109
Fundraising Direct Expenses$15,887
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of Fame Ba$23,238$23,238$2,310$20,928
Spirits in the$14,261$14,261$1,979$12,282
Total Events$37,499$37,499$13,252$24,247
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11B

Form 990 prepared by accountant and provided to board of directors for approval. Once approved, form 990 is signed by officer and e-filed.

Form 990, Page 6, Part VI, Line 12C

The executive director enforces the conflict policy unless it needs to be addressed further. In that case, it is taken to the board president where it is resolved according to the policy.

Form 990, Page 6, Part VI, Line 15A

The executive director's compensation is determined by a compensation committee nad is based on comparables of similiarly sized historical socieities and what the organization can afford.

Form 990, Page 6, Part VI, Line 19

The organization makes it's governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Washington County Historical
EIN
25-1371578
Phone
7242256740
Address
49 EAST MAIDEN STREET, WASHINGTON, PA 15301

Signing Officer

Name
Gary Naeser
Title
Treasurer
Phone
7242256740
Signed
2018-05-15

Organization Details

Principal Officer
Gary Naeser
Formed
1900
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
4

Preparer

Firm
Palermokissinger & Associates Pc
Address
9 EAST BEAU STREET, WASHINGTON, PA 15301
Preparer
Gary a Kissinger CPA
Phone
7242281177
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0392147
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IRS990/NetIncomeOrLossGrp/ExclusionAmt01148
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IRS990/OccupancyGrp/ProgramServicesAmt020626
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IRS990/OfficeExpensesGrp/FundraisingAmt0678
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/TotalAmt02009
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05159
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034506
IRS990/OtherSalariesAndWagesGrp/TotalAmt039665
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01940
IRS990/PayrollTaxesGrp/ProgramServicesAmt04362
IRS990/PayrollTaxesGrp/TotalAmt06302
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GARY NAESER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MUSUEM TOURS & LECTURE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024628
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14037
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PRORGRAMS TO PROVIDE INFORMATION TO THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF THE REGION.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0500
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021967
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED HISTORICAL LIBRARY TO THE PUBLIC TO ALLOW FOR RESEARCH OF HISTORICAL EVENTS & PERSONS OF THE REGION.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03459
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt068543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0305291
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066774
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09163
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057237
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.11000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91330
IRS990ScheduleA/PublicSupportPY509Pct00.89360
IRS990ScheduleA/PublicSupportTotal509Amt0603202
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0116671
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102491
IRS990ScheduleA/Total509Grp/TotalAmt0603202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0167879
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0126369
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0660439
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt095175
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0243000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0579
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09074
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IRS990ScheduleD/ExpensesSubtotalAmt0149913
IRS990ScheduleD/LandGrp/BookValueAmt027000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt033959
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt048249
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0209363
IRS990ScheduleD/TotalExpensesPerForm990Amt0149913
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