Civic Intelligence

Washington County Historical Society

990 • Fiscal year 2018 • EIN 25-1371578

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

12th percentile

-32%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

87th percentile

$32,800

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

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

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$345,373

Down $50,853 (-13%) from 2017

Net Assets

Down

$340,393

Down $51,754 (-13%) from 2017

Liabilities

Up

$4,980

Up $901 (+22%) from 2017

Revenue

Down

$115,252

Down $38,788 (-25%) from 2017

Expenses

Up

$152,551

Up $2,638 (+1.8%) from 2017

Net Income

Down

-$37,299

Down $41,426 (-1004%) from 2017

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

2018

Assets$345,373
Liabilities$4,980
Net Assets$340,393

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

2018

Revenue$115,252
Expenses$152,551
Net Income-$37,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$120,272
Mission and Program Overview

Mission

Historical museum & educational society

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$209,363$196,573▼ $12,790
Investments in Publicly Traded Securities$127,668$117,501▼ $10,167
Accounts Receivable$50,000--
Savings and Temporary Cash Investments$1,001$25,076▲ $24,075
Cash and Non-Interest-Bearing Accounts$8,194$6,223▼ $1,971
Total Assets$396,226$345,373▼ $50,853
Liabilities
Accounts Payable and Accrued Expenses$4,079$4,980▲ $901
Total Liabilities$4,079$4,980▲ $901
Net Assets / Fund Balance
Unrestricted Net Assets$392,147$315,393▼ $76,754
Temporarily Rstr Net Assets-$25,000-
Total Net Assets Fund Balance$392,147$340,393▼ $51,754
Total Liabilities and Net Assets / Fund Balance$396,226$345,373▼ $50,853

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$139,725$103,275$243,000
Leasehold Improvements$29,113$53,095$82,208
Land$27,000-$27,000
Equipment$735$9,326$10,061
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
Bryan 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
$72,093
Program Service Revenue
$28,636
Investment Income
$5,552
Other Revenue
$8,971
All Other Contributions
$64,273
Change in Net Assets
$-37,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$114,075
Revenue Not Reported on Financial Statements
$1,177
Revenue Not Reported on Form 990
$-14,455
Total Revenue per Audited Statements
$99,620
Total Revenue per Form 990
$115,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,133
Salaries, Compensation, and Employee Benefits$72,918
Total Fundraising Expense$3,736
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$25,316$6,183$1,600$33,099
Current Officers, Directors, Trustees, and Key Employees$16,400$16,400-$32,800
Occupancy$18,274--$18,274
Depreciation Depletion$13,082$116-$13,198
Insurance$10,236$812-$11,048
Payroll Taxes$4,493$2,386$140$7,019
Office Expenses$4,278$1,254$972$6,504
Other Expenses$5,482$130$150$5,762
Fees for Services Other$5,433--$5,433
Fees for Services Accounting-$5,185-$5,185
Information Technology$1,750$875$874$3,499
Advertising$2,150--$2,150
Fees for Service Investment Mgmnt Fees-$1,177-$1,177
Grants to Domestic Individuals$500--$500
Total Functional Expenses$114,297$34,518$3,736$152,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$152,551
Expenses per Audited Statements$151,374
Total Expenses per Audited Statements$151,374
Expenses Not Reported on Financial Statements$1,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,456
Fundraising Direct Expenses$3,258
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
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
Clayton Kilgore
Title
Executive Director
Phone
7242256740
Signed
2019-07-31

Organization Details

Principal Officer
Bracken Burns
Formed
1900
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
5

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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02198
IRS990/NetIncomeOrLossGrp/ExclusionAmt0468
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0468
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06305
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06305
IRS990/NetUnrlzdGainsLossesInvstAmt0-14455
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt018274
IRS990/OccupancyGrp/TotalAmt018274
IRS990/OfficeExpensesGrp/FundraisingAmt0972
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01254
IRS990/OfficeExpensesGrp/ProgramServicesAmt04278
IRS990/OfficeExpensesGrp/TotalAmt06504
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0130
IRS990/OtherExpensesGrp/ProgramServicesAmt06903
IRS990/OtherExpensesGrp/ProgramServicesAmt15482
IRS990/OtherExpensesGrp/TotalAmt06903
IRS990/OtherExpensesGrp/TotalAmt15762
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01600
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06183
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt025316
IRS990/OtherSalariesAndWagesGrp/TotalAmt033099
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0140
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02386
IRS990/PayrollTaxesGrp/ProgramServicesAmt04493
IRS990/PayrollTaxesGrp/TotalAmt07019
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRACKEN BURNS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MUSUEM TOURS & LECTURE FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15090
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15090
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt090428
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt07677
IRS990/PYOtherExpensesAmt070646
IRS990/PYOtherRevenueAmt027270
IRS990/PYProgramServiceRevenueAmt028665
IRS990/PYRevenuesLessExpensesAmt04127
IRS990/PYSalariesCompEmpBnftPaidAmt078767
IRS990/PYTotalExpensesAmt0149913
IRS990/PYTotalRevenueAmt0154040
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-37299
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt06305
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt028636
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025076
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt090428
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt068543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011857
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09071
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09163
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013975
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012551
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt034092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066774
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt062902
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt057989
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043203
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0264960
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02230
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01606
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt01051
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0442
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt02072
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07401
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09163
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013975
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056617
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91500
IRS990ScheduleA/PublicSupportPY509Pct00.91330
IRS990ScheduleA/PublicSupportTotal509Amt0609126
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108415
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0158808
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0116671
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113818
IRS990ScheduleA/Total509Grp/TotalAmt0609126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0120272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0167879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0120577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130646
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0126369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0665743
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0139725
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0103275
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0243000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0735
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09326
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010061
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01177
IRS990ScheduleD/ExpensesSubtotalAmt0151374
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01177
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01177
IRS990ScheduleD/LandGrp/BookValueAmt027000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt029113
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt053095
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt082208
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-14455
IRS990ScheduleD/RevenueNotReportedAmt0-14455
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01177
IRS990ScheduleD/RevenueSubtotalAmt0114075
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0196573
IRS990ScheduleD/TotalExpensesPerForm990Amt0152551
IRS990ScheduleD/TotalRevenuePerForm990Amt0115252
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt099620
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0151374

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