Civic Intelligence

Overfield Tavern Museum

EIN 31-1337433 • 501(c)3 • Troy, OH

Profile

To preserve the overfield tavern museum and its history, and to provide the community a window into the early life of troy.

201 E Water StTroy, OH 45373
Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.82x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$289,090

Down $56,619 (-16%) from 2023

Liabilities

Down

$69,962

Down $5,038 (-6.7%) from 2023

Net Assets

Down

$219,128

Down $51,581 (-19%) from 2023

Revenue

Down

$85,394

Down $106,635 (-56%) from 2023

Expenses

Up

$128,760

Up $43,768 (+51%) from 2023

Net Income

Down

-$43,366

Down $150,403 (-141%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2021: $220,122Liabilities 2021: $0Net Assets 2021: $220,1222021Assets 2022: $163,672Liabilities 2022: $0Net Assets 2022: $163,6722022Assets 2023: $345,709Liabilities 2023: $75,000Net Assets 2023: $270,7092023Assets 2024: $289,090Liabilities 2024: $69,962Net Assets 2024: $219,1282024

Highlighted filing

2024

Assets$289,090
Liabilities$69,962
Net Assets$219,128

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $126,957Expenses 2021: $67,289Net Income 2021: $59,6682021Revenue 2022: $164,147Expenses 2022: $220,597Net Income 2022: -$56,4502022Revenue 2023: $192,029Expenses 2023: $84,992Net Income 2023: $107,0372023Revenue 2024: $85,394Expenses 2024: $128,760Net Income 2024: -$43,3662024

Highlighted filing

2024

Revenue$85,394
Expenses$128,760
Net Income-$43,366

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.0
Gross Receipts
$97,110
Mission and Program Overview

Mission

To preserve the overfield tavern museum and its history, and to provide the community a window into the early life of troy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$157,882$145,513▼ $12,369
Cash and Non-Interest-Bearing Accounts$159,207$107,788▼ $51,419
Savings and Temporary Cash Investments$28,620$35,789▲ $7,169
Total Assets$345,709$289,090▼ $56,619
Liabilities
Other Liabilities$75,000$69,962▼ $5,038
Total Liabilities$75,000$69,962▼ $5,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$270,709$219,128▼ $51,581
Total Net Assets Fund Balance$270,709$219,128▼ $51,581
Total Liabilities and Net Assets / Fund Balance$345,709$289,090▼ $56,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,513$4,487$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Chris ManningDirectorFT$44,082$44,082

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$66,029
Program Service Revenue
$4,200
Investment Income
$0
Other Revenue
$15,165
All Other Contributions
$66,029
Change in Net Assets
$-43,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,807
Salaries, Compensation, and Employee Benefits$56,953
Total Fundraising Expense$1,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,082--$44,082
All Other Expenses$12,443-$1,249$13,692
Payroll Taxes$12,871--$12,871
Occupancy$9,189--$9,189
Interest$3,908--$3,908
Insurance$3,869--$3,869
Depreciation Depletion$3,846--$3,846
Office Expenses$3,399--$3,399
Other Expenses$3,012--$3,012
Fees for Services Accounting$300--$300
Advertising$284--$284
Total Functional Expenses$127,511$0$1,249$128,760
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,818
Fundraising Direct Expenses$11,716
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yuletide Dinner$24,013$24,013$5,632$18,381
Total Events$24,013$24,013$10,909$13,104
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage$68,562
Security Deposits$1,400
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

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
Overfield Tavern Museum
EIN
31-1337433
Address
201 E WATER ST, TROY, OH 45373

Signing Officer

Name
Ben Sutherly
Title
President
Phone
9373354019
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Sutherly
Formed
1995
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
1

Preparer

Firm
Sam Brown CPA Inc
Address
PO BOX 1027, TROY, OH 45373-8027
Preparer
Sam B Brown
Phone
9378759510
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Newsletter 2,464 0 0 payroll processing 2,078 0 0 repairs 1,821 0 0 program 1,758 0 0 supplies 0 0 1,249 professional development 858 0 0 dues & subscription 701 0 0 website 676 0 0 costuming 659 0 0 meals & entertainment 616 0 0 collection & exhibits 352 0 0 bad debt 200 0 0 bank service charge 140 0 0 workers compensation 120 0 0 total 12,443 0 1,249

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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010909
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YULETIDE DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04377
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024013
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013104
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05632
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05632
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NEWSLETTER 2,464 0 0 PAYROLL PROCESSING 2,078 0 0 REPAIRS 1,821 0 0 PROGRAM 1,758 0 0 SUPPLIES 0 0 1,249 PROFESSIONAL DEVELOPMENT 858 0 0 DUES & SUBSCRIPTION 701 0 0 WEBSITE 676 0 0 COSTUMING 659 0 0 MEALS & ENTERTAINMENT 616 0 0 COLLECTION & EXHIBITS 352 0 0 BAD DEBT 200 0 0 BANK SERVICE CHARGE 140 0 0 WORKERS COMPENSATION 120 0 0 TOTAL 12,443 0 1,249
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 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0345709
IRS990/TotalAssetsEOYAmt0289090
IRS990/TotalAssetsGrp/BOYAmt0345709
IRS990/TotalAssetsGrp/EOYAmt0289090
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066029
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01249
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0127511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128760
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075000
IRS990/TotalLiabilitiesEOYAmt069962
IRS990/TotalLiabilitiesGrp/BOYAmt075000
IRS990/TotalLiabilitiesGrp/EOYAmt069962
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0270709
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0219128
IRS990/TotalProgramServiceExpensesAmt0127511
IRS990/TotalProgramServiceRevenueAmt04200
IRS990/TotalReportableCompFromOrgAmt044082
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05263
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085394
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0345709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0289090
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEN SUTHERLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09373354019
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OVERFIELD TAVERN MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0311337433
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 E WATER ST
ReturnHeader/Filer/USAddress/CityNm0TROY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045373
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473123679
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAM BROWN CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1027
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0453738027
ReturnHeader/PreparerPersonGrp/PhoneNum09378759510
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAM B BROWN
ReturnHeader/ReturnTs02025-11-10T10:36:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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