Civic Intelligence

Sewickley Valley Historical Society

EIN 25-1451010 • 501(c)3 • Sewickley, PA

Profile

The mission of the Sewickley Valley

200 Broad StreetSewickley, PA 15143

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

22nd percentile

-22%

Higher net margin than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$42,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 41.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

4.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$468,823

Down $2,489 (-0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$468,823

Down $2,489 (-0.5%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin22nd percentile

Revenue

Up

$101,954

Up $19,406 (+24%) from 2022

Expenses

Up

$124,359

Up $33,982 (+38%) from 2022

Net Income

Down

-$22,405

Down $14,576 (-186%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $559,300Liabilities 2014: $0Net Assets 2014: $559,3002014Assets 2015: $550,723Liabilities 2015: $0Net Assets 2015: $550,7232015Assets 2016: $523,888Liabilities 2016: $0Net Assets 2016: $523,8882016Assets 2017: $536,342Liabilities 2017: $0Net Assets 2017: $536,3422017Assets 2019: $517,145Liabilities 2019: $0Net Assets 2019: $517,1452019Assets 2020: $496,413Net Assets 2020: $496,4132020Assets 2021: $566,828Liabilities 2021: $0Net Assets 2021: $566,8282021Assets 2022: $471,312Liabilities 2022: $0Net Assets 2022: $471,3122022Assets 2024: $468,823Liabilities 2024: $0Net Assets 2024: $468,8232024

Highlighted filing

2024

Assets$468,823
Liabilities$0
Net Assets$468,823
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $64,798Expenses 2014: $62,553Net Income 2014: $2,2452014Revenue 2015: $245,975Expenses 2015: $246,784Net Income 2015: -$8092015Revenue 2016: $81,322Expenses 2016: $72,128Net Income 2016: $9,1942016Revenue 2017: $92,016Expenses 2017: $79,562Net Income 2017: $12,4542017Revenue 2019: $68,070Expenses 2019: $135,010Net Income 2019: -$66,9402019Revenue 2020: $60,769Expenses 2020: $78,576Net Income 2020: -$17,8072020Revenue 2021: $63,400Expenses 2021: $91,975Net Income 2021: -$28,5752021Revenue 2022: $82,548Expenses 2022: $90,377Net Income 2022: -$7,8292022Revenue 2024: $101,954Expenses 2024: $124,359Net Income 2024: -$22,4052024

Highlighted filing

2024

Revenue$101,954
Expenses$124,359
Net Income-$22,405
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$468,823
Liabilities
$0
Net assets
$468,823
Revenue
$101,954
Expenses
$124,359
Net income
-$22,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$0.00$4.69$1.02$1.24$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.83$0.90$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.00$5.67$0.63$0.92$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$4.96$0.61$0.79$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.68$1.35$0.67
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.92$0.80$0.12
2016Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.81$0.72$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$2.46$2.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.65$0.63$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$101,954
Mission and Program Overview

Mission

The mission of the Sewickley Valley Historical Society is to promote interest in and to record , collect, preserve and document the history of the Sewickley Valley.

Sewickley Valley Historical Societys mission is to promote interest in and to record, collect, preserve and document the history of the Sewickley Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$431,802$447,563▲ $15,761
Cash and Non-Interest-Bearing Accounts$14,914$21,260▲ $6,346
Total Assets$446,716$468,823▲ $22,107
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$446,716$468,823▲ $22,107
Net Assets With Donor Restrictions$0--
Total Net Assets Fund Balance$446,716$468,823▲ $22,107
Total Liabilities and Net Assets / Fund Balance$446,716$468,823▲ $22,107
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amanda SchafferExecutive DirectorFT$42,000$42,000

Board Members and Trustees

NameTitle
Marty O'BrienBoard President
Verna CoreyBoard Vice President
Bobbi BonnettBoard Member
Davis AloeBoard Member
Heather BlaineBoard Member
James MohnBoard Member
Mackie RossiBoard Member
Michael CevarrBoard Member
Robert Patterson JrBoard Member
Shelley MurrayBoard Member
Teresa DuffBoard Member
Will LongBoard Member
Janet OelligBoard Secretary
Ivan HoffmannBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,940
Program Service Revenue
$0
Investment Income
$14,662
Other Revenue
$3,352
All Other Contributions
$75,525
Change in Net Assets
$-22,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$59,015
Salaries, Compensation, and Employee Benefits$55,344
Grants and Similar Amounts Paid$10,000
Total Fundraising Expense$6,820
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,552$4,472$1,916$31,940
Fees for Services Other$20,825$3,114$1,482$25,421
Payroll Taxes$11,190$3,197$1,598$15,985
Occupancy$9,837$1,157$579$11,573
Grants to Domestic Orgs$10,000--$10,000
Information Technology$6,280$2,692$0$8,972
Other Salaries and Wages$5,935$1,039$445$7,419
Insurance$4,745$469$0$5,214
Office Expenses$1,997$1,199$800$3,996
Fees for Services Management$0$3,350$0$3,350
Advertising$391$98$0$489
Total Functional Expenses$96,752$20,787$6,820$124,359
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sewickley Valley Historical Society
EIN
25-1451010
Phone
4127415315
Address
200 Broad Street, Sewickley, PA 15143

Signing Officer

Name
Ivan Hoffmann
Title
Treasurer
Phone
4127415315
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty O'Brien
Formed
1978
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
20

Preparer

Firm
Denise M Ditrich CPA
Address
154 DOVER DR, MOON TOWNSHIP, PA 15108
Preparer
Denise M Ditrich
Phone
4129834829
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Sewickley Valley Historical Society has members. The members vote to elect the board directors.”

Pt VI, Line 11B

“The 990 is prepared and given to the executive committee to review.”

Pt VI, Line 12C

“A Conflict of Interest form is completed by every board memeber upon joining the board and it is updated annually by each board member.”

Pt VI, Line 15A

“The current board members complete a thorough review of compensation for the executive director and other employees and they vote on the compensation to be given.”

Pt VI, Line 19

“The Sewickley Valley Historical Society makes its governing documents, conflict of interest policy and financial statements available to the public during open business hours Monday-Friday 10am-3pm.”

Pt VI, Line 15B

“The Board President & Executive Director review qualifications and salary requirements of potential new employees.”

Form 990, Part IX, Line 11G

“Books & Subscriptions 387. 387. 0. 0.”

Form 990, Part IX, Line 11G

“Gift Shop 2100. 1995. 0. 105.”

Form 990, Part IX, Line 11G

“Memberships 513. 462. 51. 0.”

Form 990, Part IX, Line 11G

“Postage 1986. 993. 199. 794.”

Form 990, Part IX, Line 11G

“Printing 8783. 7905. 439. 439.”

Form 990, Part IX, Line 11G

“Professional Fees 3866. 3093. 773. 0.”

Form 990, Part IX, Line 11G

“Programs 2847. 2847. 0. 0.”

Form 990, Part IX, Line 11G

“Special Events 3143. 3143. 0. 0.”

Form 990, Part IX, Line 11G

“Telephone 1796. 0. 1652. 144.”

Financial Statement Notes

Pt III, Line 4

“Collections of historical treasures and works of art are kept in the Sewickley Valley Historical Society for the preservation of history and they are displayed for exhibitions and meetings”

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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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IRS990/MissionDesc0Sewickley Valley Historical Societys mission is to promote interest in and to record, collect, preserve and document the history of the Sewickley Valley.
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IRS990/PayrollTaxesGrp/ProgramServicesAmt011190
IRS990/PayrollTaxesGrp/TotalAmt015985
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Marty O'Brien
IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Collections of historical treasures and works of art are kept in the Sewickley Valley Historical Society for the preservation of history and they are displayed for exhibitions and meetings
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Sewickley Valley Historical Society has members. The members vote to elect the board directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is prepared and given to the executive committee to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A Conflict of Interest form is completed by every board memeber upon joining the board and it is updated annually by each board member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The current board members complete a thorough review of compensation for the executive director and other employees and they vote on the compensation to be given.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Sewickley Valley Historical Society makes its governing documents, conflict of interest policy and financial statements available to the public during open business hours Monday-Friday 10am-3pm.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Board President & Executive Director review qualifications and salary requirements of potential new employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books & Subscriptions 387. 387. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gift Shop 2100. 1995. 0. 105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Memberships 513. 462. 51. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Postage 1986. 993. 199. 794.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Printing 8783. 7905. 439. 439.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Professional Fees 3866. 3093. 773. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Programs 2847. 2847. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Special Events 3143. 3143. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Telephone 1796. 0. 1652. 144.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 11g
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IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false

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