Civic Intelligence

Smarthistory Inc.

990 • Fiscal year 2017 • EIN 27-2115614

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 17, 2018

Organization ProfileSMARTHISTORY.ORG

View Organization Page

10 Woodbrook RoadPleasantville, NY 10570

(914) 773-1745

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$162,838

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2017 filings • NTEE A • $500k-$1M nonprofits • Source year 2017

Asset Growth

82nd percentile

24%

Faster asset growth than 82% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-8.6%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$883,776

Up $877,269 (+13482%) from 2015

Net Assets

Up

$872,059

Up $865,552 (+13302%) from 2015

Liabilities

Up

$11,717

Up $11,717 from 2015

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin83rd percentile

Revenue

Up

$678,438

Up $666,438 (+5554%) from 2015

Expenses

Up

$513,309

Up $507,816 (+9245%) from 2015

Net Income

Up

$165,129

Up $158,622 (+2438%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $6,507Liabilities 2015: $0Net Assets 2015: $6,5072015Assets 2017: $883,776Liabilities 2017: $11,717Net Assets 2017: $872,0592017Assets 2018: $1,504,761Liabilities 2018: $27,090Net Assets 2018: $1,477,6712018Assets 2019: $1,483,925Liabilities 2019: $19,305Net Assets 2019: $1,464,6202019Assets 2020: $1,476,203Liabilities 2020: $38,637Net Assets 2020: $1,437,5662020Assets 2022: $1,743,864Liabilities 2022: $42,790Net Assets 2022: $1,701,0742022Assets 2024: $1,334,918Liabilities 2024: $41,320Net Assets 2024: $1,293,5982024

Highlighted filing

2017

Assets$883,776
Liabilities$11,717
Net Assets$872,059
Open 2017 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $12,000Expenses 2015: $5,493Net Income 2015: $6,5072015Revenue 2017: $678,438Expenses 2017: $513,309Net Income 2017: $165,1292017Revenue 2018: $1,341,925Expenses 2018: $736,313Net Income 2018: $605,6122018Revenue 2019: $818,671Expenses 2019: $833,730Net Income 2019: -$15,0592019Revenue 2020: $1,030,132Expenses 2020: $1,055,357Net Income 2020: -$25,2252020Revenue 2022: $980,741Expenses 2022: $1,316,919Net Income 2022: -$336,1782022Revenue 2024: $1,103,950Expenses 2024: $1,160,550Net Income 2024: -$56,6002024

Highlighted filing

2017

Revenue$678,438
Expenses$513,309
Net Income$165,129
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 17, 2018
Return Version
2017v2.3
Gross Receipts
$678,438
Mission and Program Overview

Mission

The organization seeks to advance art history, research and education through the open sharing of resources and knowledge using relevant technology. The organization's growing collection of videos and essays are designed to be engaging and conversational and are provided to the public free of charge.

Advancing art history, research and education through the open sharing of resources and knowledge using relevant technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$712,427$883,776▲ $171,349
Total Assets$712,427$883,776▲ $171,349
Liabilities
Accounts Payable and Accrued Expenses$5,497$11,717▲ $6,220
Total Liabilities$5,497$11,717▲ $6,220
Net Assets / Fund Balance
Unrestricted Net Assets$317,930$475,109▲ $157,179
Temporarily Rstr Net Assets$389,000$396,950▲ $7,950
Total Net Assets Fund Balance$706,930$872,059▲ $165,129
Total Liabilities and Net Assets / Fund Balance$712,427$883,776▲ $171,349
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven ZuckerCo-executive DirectorFT$159,610$3,228$162,838
Beth HarrisCo-executive DirectorFT$160,500$1,688$162,188

Board Members and Trustees

NameTitle
Elizabeth Macaulay-lewisChair
Kristina Van DykeDirector
Lauren Kilroy-ewbankDirector
Matthew PostalDirector
Minli VirdoneDirector
Piotr AdamczykDirector
Maura MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$654,865
Program Service Revenue
$23,573
Investment Income
$0
Other Revenue
$0
All Other Contributions
$533,304
Change in Net Assets
$165,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$405,996
Other Expenses$107,313
Total Fundraising Expense$54,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$265,165$13,736$41,209$320,110
Other Salaries and Wages$44,184$2,289$6,866$53,339
Fees for Services Other$30,082$9,836$1,600$41,518
Payroll Taxes$21,850$1,065$3,196$26,111
Fees for Services Accounting-$4,000-$4,000
Pension Plan Contributions$3,276$161$483$3,920
Other Employee Benefits$2,177$85$254$2,516
Office Expenses$489$1,365-$1,854
Other Expenses$284$632$259$284
Total Functional Expenses$423,610$35,452$54,247$513,309
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
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, Part VI, Section B, Line 11B

“The form 990 has been reviewed by the board prior to filing. In addition, upon request of any boardmember, a copy will be provided. If there are any material changes, an amended form 990 will be filed.”

Form 990, Part VI, Section B, Line 12C

“The organization enforces the conflict of interest policy by monitoring known relationships, questionnaires, and noting any changes in disclosed information. Any conflict is reviewed by the board before a decision is made as to whether to approve the transaction.”

Form 990, Part VI, Section B, Line 15

“This review includes researching guidestar, forms 990, phone calls to other organizations to collect data.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Smarthistory Inc
EIN
27-2115614
Phone
9147731745
Address
10 WOODBROOK ROAD, PLEASANTVILLE, NY 10570

Signing Officer

Name
Steven Zucker
Title
Co-executive Director
Phone
9147731745
Signed
2018-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Zucker
Formed
2010
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
7
Employees
3
Volunteers
35

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
William Skody
Phone
2129671100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other consulting services: program service expenses 30,082. Management and general expenses 9,836. Fundraising expenses 1,600. Total expenses 41,518.”

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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION'S PERCENTAGE OF PUBLIC SUPPORT FOR 2017 IS 29.52%. THE ORGANIZATION DOES NOT QUALIFY AS PUBLICLY SUPPORTED UNDER THE 33 1/3% TEST. HOWEVER, THE ORGANIZATION'S PUBLIC TEST IS 10% OR MORE OF ITS TOTAL SUPPORT. IT HAS A SOLICITATION PLAN FOR ATTRACTING PUBLIC SUPPORT AND A BOARD, REPRESENTATIVE GOVERNING BODY, AND A COMMITMENT TO EXPANDING THE BOARD IN THE FUTURE. IT RECEIVES A LARGE PERCENTAGE OF ITS SUPPORT FROM THE GENERAL PUBLIC; AND ITS PROGRAM SERVICES DIRECTLY BENEFIT THE GENERAL PUBLIC. THEREFORE, SMARTHISTORY, INC. SHOULD QUALIFY FOR NON-PRIVATE FOUNDATION STATUS UNDER THE FACTS AND CIRCUMSTANCES TEST OF IRC SEC 170(B)(1)(A)(VI).
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01368040
IRS990ScheduleA/TotalSupportAmt01368040
IRS990/ScheduleBRequiredInd01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0159610
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1160500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt01600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt11620
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt01628
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt168
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVEN ZUCKER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BETH HARRIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CO-EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CO-EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0162838
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1162188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 HAS BEEN REVIEWED BY THE BOARD PRIOR TO FILING. IN ADDITION, UPON REQUEST OF ANY BOARDMEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED FORM 990 WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS REVIEW INCLUDES RESEARCHING GUIDESTAR, FORMS 990, PHONE CALLS TO OTHER ORGANIZATIONS TO COLLECT DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 30,082. MANAGEMENT AND GENERAL EXPENSES 9,836. FUNDRAISING EXPENSES 1,600. TOTAL EXPENSES 41,518.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0389000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0396950
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0712427
IRS990/TotalAssetsEOYAmt0883776
IRS990/TotalAssetsGrp/BOYAmt0712427
IRS990/TotalAssetsGrp/EOYAmt0883776
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0654865
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt054247
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035452
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0423610
IRS990/TotalFunctionalExpensesGrp/TotalAmt0513309
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05497
IRS990/TotalLiabilitiesEOYAmt011717
IRS990/TotalLiabilitiesGrp/BOYAmt05497
IRS990/TotalLiabilitiesGrp/EOYAmt011717
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0706930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0872059
IRS990/TotalOtherCompensationAmt04916
IRS990/TotalProgramServiceExpensesAmt0423610
IRS990/TotalProgramServiceRevenueAmt023573
IRS990/TotalReportableCompFromOrgAmt0320110
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023573
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0678438
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0712427
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0883776
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0317930
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0475109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 WOODBROOK ROAD
IRS990/USAddress/CityNm0PLEASANTVILLE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010570
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0SMARTHISTORY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN ZUCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09147731745
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMARTHISTORY INC
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0272115614
ReturnHeader/Filer/PhoneNum09147731745
ReturnHeader/Filer/USAddress/AddressLine1Txt010 WOODBROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0PLEASANTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$883,776
Liabilities
$11,717
Net assets
$872,059
Revenue
$678,438
Expenses
$513,309
Net income
$165,129
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.04$1.29$1.10$1.16$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.04$1.70$0.98$1.32$0.34
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.04$1.44$1.03$1.06$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.02$1.46$0.82$0.83$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.03$1.48$1.34$0.74$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.68$0.51$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00