Civic Intelligence

New Albany-Plain Township Historical Society

EIN 31-0891638 • 501(c)3 • New Albany, OH

Profile

To preserve the history of New Albany and Plain Township Ohio.

PO Box 219New Albany, OH 43054-0219

www.newalbanyhistory.info

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

181%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,130,851

Up $182,194 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,130,851

Up $182,194 (+19%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Up

$123,758

Up $79,665 (+181%) from 2023

Expenses

Down

$31,853

Down $5,605 (-15%) from 2023

Net Income

Up

$91,905

Up $85,270 (+1285%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $843,297Liabilities 2020: $0Net Assets 2020: $843,2972020Assets 2021: $983,481Liabilities 2021: $0Net Assets 2021: $983,4812021Assets 2022: $852,335Liabilities 2022: $0Net Assets 2022: $852,3352022Assets 2023: $948,657Liabilities 2023: $0Net Assets 2023: $948,6572023Assets 2024: $1,130,851Liabilities 2024: $0Net Assets 2024: $1,130,8512024

Highlighted filing

2024

Assets$1,130,851
Liabilities$0
Net Assets$1,130,851
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $50,852Expenses 2020: $12,314Net Income 2020: $38,5382020Revenue 2021: $157,497Expenses 2021: $17,313Net Income 2021: $140,1842021Revenue 2022: $15,001Expenses 2022: $19,468Net Income 2022: -$4,4672022Revenue 2023: $44,093Expenses 2023: $37,458Net Income 2023: $6,6352023Revenue 2024: $123,758Expenses 2024: $31,853Net Income 2024: $91,9052024

Highlighted filing

2024

Revenue$123,758
Expenses$31,853
Net Income$91,905
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,130,851
Liabilities
$0
Net assets
$1,130,851
Revenue
$123,758
Expenses
$31,853
Net income
$91,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.12$0.03$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.02$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.01$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Gross Receipts
$123,758
Mission and Program Overview

Mission

To promote the history of New Albany and Plain Township by maintaining a historical home as a museum and educating school students on this history.

The Society operates a historical home as a museum. The Society is also raising funds to place a bronze statue of a gold star mother in the Citys new Veterans park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$739,397$921,591▲ $182,194
Investments in Publicly Traded Securities$727,088$809,917▲ $82,829
Land, Buildings, and Equipment, Net$209,260$209,260→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$209,260$209,260→ $0
Cash and Non-Interest-Bearing Accounts$12,309$111,674▲ $99,365
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$948,657$1,130,851▲ $182,194
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$948,657$1,130,851▲ $182,194
Total Liabilities and Net Assets / Fund Balance$948,657$1,130,851▲ $182,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$209,260--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Dennis KeeseePresident
Betty MaynardVice President
Robert DeanBoard Member
Dennis JamesBoard Member Membership
Valerie BevelhymerBoard Member Tour Coordinator
Catherine SavesonBoard Member Website
Nicole ForemanTrustee
Becky KnorrCo-Curator
R Douglas TracyCo-Curator
Chandler KisielSecretary
Helen PestelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,262
Program Service Revenue
$0
Investment Income
$40,496
Other Revenue
$0
All Other Contributions
$71,952
Change in Net Assets
$91,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$22,614$0$0$22,614
Advertising$3,306$0$0$3,306
Insurance$2,200$0$0$2,200
Conferences and Meetings$1,453$0$0$1,453
Information Technology$1,200$0$0$1,200
Office Expenses$680$0$0$680
Total Functional Expenses$31,853$0$0$31,853
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
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
Filing and Contact Details

Filer

Filer Name
New Albany-plain Township Historical Society
EIN
31-0891638
In Care Of
% Helen Pestel
Phone
6148553765
Address
PO BOX 219, NEW ALBANY, OH 43054-0219

Signing Officer

Name
Helen C Pestel Pestel
Title
Treasurer
Signed
2025-05-02

Organization Details

Formed
1975
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20
Supplemental Narrative

Additional Explanations

Part IX Line 24

“| Explanation:| 24A All charities in the State of Ohio are required to file an Annual Report with the Attorney Generals Charity Law Section. Annual fee is based on Revenue plus assets.”

Part IX Line 24

“| Explanation:| 24B Form 990 must be e-filed to the IRS. Fee for using the e-file software for Form 990 is $199.90.”

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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/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt01200
IRS990/InformationTechnologyGrp/TotalAmt01200
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt02200
IRS990/InsuranceGrp/TotalAmt02200
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0727088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0809917
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0209260
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0209260
IRS990/LandBldgEquipCostOrOtherBssAmt0209260
IRS990/LegalDomicileStateCd0OH
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01310
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MissionDesc0To preserve the history of New Albany and Plain Township Ohio.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt01130851
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IRS990/NetUnrlzdGainsLossesInvstAmt090289
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0State of Ohio fee for Charity's Annual Report Filing
IRS990/OtherExpensesGrp/Desc1Software to e-file 990 form
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IRS990/OtherLiabilitiesGrp/BOYAmt00
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10

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