Civic Intelligence

Athens County Historical Society

EIN 31-1044073 • 501(c)3 • Athens, OH

Profile

To collect and display items of a historical nature relating to athens county with community access to genealogical research

65 North Court StreetAthens, OH 45701

athenshistory.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.40x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

5.43x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

14th percentile

-20%

Higher net margin than 14% 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

29th percentile

-3.2%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$3,282,950

Down $106,838 (-3.2%) from 2023

Liabilities

Down

$1,306,859

Down $59,031 (-4.3%) from 2023

Net Assets

Down

$1,976,091

Down $47,807 (-2.4%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin14th percentile

Revenue

Up

$240,885

Up $27,557 (+13%) from 2023

Expenses

Down

$288,692

Down $171,048 (-37%) from 2023

Net Income

Up

-$47,807

Up $198,605 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,865,204Liabilities 2010: $2,146Net Assets 2010: $1,863,0582010Assets 2012: $1,897,250Liabilities 2012: $2,581Net Assets 2012: $1,894,6692012Assets 2013: $1,959,076Liabilities 2013: $2,700Net Assets 2013: $1,956,3762013Assets 2014: $2,066,972Liabilities 2014: $4,389Net Assets 2014: $2,062,5832014Assets 2015: $2,012,977Liabilities 2015: $4,490Net Assets 2015: $2,008,4872015Assets 2016: $2,577,672Liabilities 2016: $385,627Net Assets 2016: $2,192,0452016Assets 2017: $3,984,183Liabilities 2017: $1,537,707Net Assets 2017: $2,446,4762017Assets 2018: $3,324,395Liabilities 2018: $1,496,853Net Assets 2018: $1,827,5422018Assets 2019: $3,281,390Liabilities 2019: $1,495,144Net Assets 2019: $1,786,2462019Assets 2020: $3,428,037Liabilities 2020: $1,468,169Net Assets 2020: $1,959,8682020Assets 2021: $3,720,287Liabilities 2021: $1,478,818Net Assets 2021: $2,241,4692021Assets 2022: $3,708,914Liabilities 2022: $1,438,604Net Assets 2022: $2,270,3102022Assets 2023: $3,389,788Liabilities 2023: $1,365,890Net Assets 2023: $2,023,8982023Assets 2024: $3,282,950Liabilities 2024: $1,306,859Net Assets 2024: $1,976,0912024

Highlighted filing

2024

Assets$3,282,950
Liabilities$1,306,859
Net Assets$1,976,091
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $130,0712010Expenses 2012: $138,9032012Expenses 2013: $150,2362013Revenue 2014: $268,676Expenses 2014: $162,469Net Income 2014: $106,2072014Revenue 2015: $111,501Expenses 2015: $165,597Net Income 2015: -$54,0962015Revenue 2016: $235,656Expenses 2016: $198,703Net Income 2016: $36,9532016Revenue 2017: $592,051Expenses 2017: $535,915Net Income 2017: $56,1362017Revenue 2018: $389,768Expenses 2018: $426,388Net Income 2018: -$36,6202018Revenue 2019: $216,379Expenses 2019: $311,124Net Income 2019: -$94,7452019Revenue 2020: $449,144Expenses 2020: $344,784Net Income 2020: $104,3602020Revenue 2021: $266,974Expenses 2021: $315,783Net Income 2021: -$48,8092021Revenue 2022: $284,819Expenses 2022: $285,131Net Income 2022: -$3122022Revenue 2023: $213,328Expenses 2023: $459,740Net Income 2023: -$246,4122023Revenue 2024: $240,885Expenses 2024: $288,692Net Income 2024: -$47,8072024

Highlighted filing

2024

Revenue$240,885
Expenses$288,692
Net Income-$47,807
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,282,950
Liabilities
$1,306,859
Net assets
$1,976,091
Revenue
$240,885
Expenses
$288,692
Net income
-$47,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.31$1.98$0.24$0.29$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$1.37$2.02$0.21$0.46$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$1.44$2.27$0.28$0.29$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$1.48$2.24$0.27$0.32$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$1.47$1.96$0.45$0.34$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.50$1.79$0.22$0.31$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$1.50$1.83$0.39$0.43$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$1.54$2.45$0.59$0.54$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.39$2.19$0.24$0.20$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.11$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.06$0.27$0.16$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.89$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.86$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$111,501
Mission and Program Overview

Mission

To collect and display items of historical nature relating to Athens county with community access to geneological research

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,600,546$1,567,950▼ $32,596
Land, Buildings, and Equipment, Net$400,230$395,677▼ $4,553
Cash and Non-Interest-Bearing Accounts$60,424$43,986▼ $16,438
Inventories for Sale or Use$5,166$5,166→ $0
Accounts Receivable$19$198▲ $179
Total Assets$2,066,972$2,012,977▼ $53,995
Other Assets Total$587--
Liabilities
Accounts Payable and Accrued Expenses$4,389$4,490▲ $101
Total Liabilities$4,389$4,490▲ $101
Net Assets / Fund Balance
Unrestricted Net Assets$2,038,042$2,008,487▼ $29,555
Temporarily Rstr Net Assets$24,541--
Total Net Assets Fund Balance$2,062,583$2,008,487▼ $54,096
Total Liabilities and Net Assets / Fund Balance$2,066,972$2,012,977▼ $53,995

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$234,559$108,629-
Land$114,500--
Equipment$46,618$54,000-
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Roert ToyPresident
Ada AdamsDirector
Bev FlanniganDirector
Diane ReevesDirector
M a ReevesDirector
Miranda RidlerDirector
Norm FoxDirector
S KlingamanDirector
Sara GreenDirector
TOM O'GRADYDirector
Tim AndersonDirector
Anne CornwellDirecotr
Alan GoldsberrySecretary
Ellsworth HoldenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,078
Program Service Revenue
$16,526
Investment Income
$37,444
Other Revenue
$25,453
All Other Contributions
$11,070
Change in Net Assets
$-54,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$84,237
Other Expenses$81,360
Total Fundraising Expense$1,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,237--$84,237
Fees for Services Other$46,539-$1,734$48,273
Occupancy$22,794--$22,794
Office Expenses$3,186$1,386-$4,572
Insurance$3,138--$3,138
Conferences and Meetings$2,583--$2,583
Total Functional Expenses$162,477$1,386$1,734$165,597
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
Backup withholding compliance
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Athens County Historical Society
EIN
31-1044073
Address
65 NORTH COURT STREET, ATHENS, OH 45701

Signing Officer

Name
Bosha Green
Title
Coordinator
Signed
2016-05-13

Organization Details

Principal Officer
Bosha Green
Voting Board Members
15
Independent Board Members
15
Employees
5

Preparer

Firm
Cotner Cooley Clark & Sharp LLC
Address
507 RICHLAND AVE 300 MORRISON CTR, ATHENS, OH 45701
Preparer
Donald B Cooley
Phone
7405922906
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bookstrore items sold 11,042 0 0 collections expense 1,766 0 0 fundrasing expenses 0 0 1,734 giftshop 32 0 0 operating 465 0 0 contracted services 8,125 0 0 exhibit expenses 6,061 0 0 library expenses 1,184 0 0 licenses etc 692 0 0 misc 1,227 0 0 outreach 1,449 0 0 memberships 640 0 0 program expenses 866 0 0 supplies 4,736 0 0 tech grant 1,960 0 0 less pass through 5,763 0 0 other 531 0 0”

Raw XML Appendix395 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/CityNm0ATHENS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045701
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IRS990/CYOtherExpensesAmt081360
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IRS990/EmployeeCnt05
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IRS990/ExpenseAmt0162477
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECOTR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt084237
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IRS990/PartialLiquidationInd0false
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IRS990/PrincipalOfficerNm0BOSHA GREEN
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IRS990/ProgramServiceRevenueGrp/Desc1GENEOLOGY RESEARCH / LIBRARY
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IRS990/PYTotalRevenueAmt0268676
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034434
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt037444
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt036960
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056477
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt060757
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt067812
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0259450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt066429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026141
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt029230
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188301
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0259450
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0234559
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0108629
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0343188
IRS990ScheduleD/EquipmentGrp/BookValueAmt046618
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054000
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0100618
IRS990ScheduleD/LandGrp/BookValueAmt0114500
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0114500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKSTRORE ITEMS SOLD 11,042 0 0 COLLECTIONS EXPENSE 1,766 0 0 FUNDRASING EXPENSES 0 0 1,734 GIFTSHOP 32 0 0 OPERATING 465 0 0 CONTRACTED SERVICES 8,125 0 0 EXHIBIT EXPENSES 6,061 0 0 LIBRARY EXPENSES 1,184 0 0 LICENSES ETC 692 0 0 MISC 1,227 0 0 OUTREACH 1,449 0 0 MEMBERSHIPS 640 0 0 PROGRAM EXPENSES 866 0 0 SUPPLIES 4,736 0 0 TECH GRANT 1,960 0 0 LESS PASS THROUGH 5,763 0 0 OTHER 531 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0165597
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt04490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02062583
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02008487
IRS990/TotalProgramServiceExpensesAmt0162477
IRS990/TotalProgramServiceRevenueAmt016526
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0111501
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02066972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02012977
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02038042
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IRS990/USAddress/AddressLine1Txt065 NORTH COURT STREET
IRS990/USAddress/CityNm0ATHENS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045701
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0ATHENSHISTORY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOSHA GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COORDINATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0311044073
ReturnHeader/Filer/USAddress/AddressLine1Txt065 NORTH COURT STREET
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311386598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COTNER COOLEY CLARK & SHARP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0507 RICHLAND AVE 300 MORRISON CTR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045701
ReturnHeader/PreparerPersonGrp/PhoneNum07405922906
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD B COOLEY
ReturnHeader/ReturnTs02016-05-16T13:59:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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