Civic Intelligence

Association of Personal Historians

EIN 31-1668370 • 501(c)6 • Minneapolis, MN

Profile

Supporting businesses that preserve life stories.

3208 East 25th StreetMinneapolis, MN 55406

www.personalhistorians.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

40th percentile

-4.2%

Higher net margin than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$20,398

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-73%

Faster revenue growth than 7% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,220 (-100%) from 2016

Liabilities

Up

$151

Up $73 (+94%) from 2016

Net Assets

Down

-$151

Down $2,293 (-107%) from 2016

Operations
Liabilities / Revenue54th percentileNet Margin40th percentile

Revenue

Down

$54,228

Down $148,387 (-73%) from 2016

Expenses

Down

$56,521

Down $189,990 (-77%) from 2016

Net Income

Up

-$2,293

Up $41,603 (+95%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$80K$60K$40K$20K$0-$20KAssets 2013: $62,229Liabilities 2013: $1,478Net Assets 2013: $60,7512013Assets 2014: $62,150Liabilities 2014: $240Net Assets 2014: $61,9102014Assets 2015: $46,589Liabilities 2015: $551Net Assets 2015: $46,0382015Assets 2016: $2,220Liabilities 2016: $78Net Assets 2016: $2,1422016Assets 2017: $0Liabilities 2017: $151Net Assets 2017: -$1512017

Highlighted filing

2017

Assets$0
Liabilities$151
Net Assets-$151
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $273,646Expenses 2013: $233,417Net Income 2013: $40,2292013Revenue 2014: $256,724Expenses 2014: $255,565Net Income 2014: $1,1592014Revenue 2015: $263,624Expenses 2015: $279,496Net Income 2015: -$15,8722015Revenue 2016: $202,615Expenses 2016: $246,511Net Income 2016: -$43,8962016Revenue 2017: $54,228Expenses 2017: $56,521Net Income 2017: -$2,2932017

Highlighted filing

2017

Revenue$54,228
Expenses$56,521
Net Income-$2,293
Open 2017 Filing

Filings

Most recent year

2017 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$151
Net assets
-$151
Revenue
$54,228
Expenses
$56,521
Net income
-$2,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.54$0.57$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$2.03$2.47$0.44
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$2.64$2.79$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.57$2.56$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.61$2.74$2.33$0.40
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Gross Receipts
$202,615
Mission and Program Overview

Mission

Supporting businesses that preserve life stories.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,589$2,220▼ $44,369
Rtn Earn Endowment Incm Other Fnds$46,038$2,142▼ $43,896
Total Assets$46,589$2,220▼ $44,369
Liabilities
Other Liabilities$551$78▼ $473
Total Liabilities$551$78▼ $473
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,038$2,142▼ $43,896
Total Liabilities and Net Assets / Fund Balance$46,589$2,220▼ $44,369

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,648$1,648
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda CoffinExecutive DiPT$47,000$47,000

Board Members and Trustees

NameTitle
Bill HornePresident
Steve PenderAt-large Director
Marjorie Turner HollmanCommunicatio
Mary Beth LagerborgConference D
Jessie CampbellDocuments Di
Jennifer CampbellEducation Di
Judith McdowellMarketing Di
Francie KingMembership D
Jim MichaelNominations
Alisha MorganOnline Direc
Bruce SummersRegions Dire
Deborah WilbrinkSecretary
Mike LovellTreasurer
Susan Terrill-flintVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,743
Program Service Revenue
$199,872
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,743
Change in Net Assets
$-43,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$199,511
Salaries, Compensation, and Employee Benefits$47,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$67,866$11,906-$79,772
Current Officers, Directors, Trustees, and Key Employees$25,546$21,454-$47,000
Conferences and Meetings$33,392--$33,392
Information Technology$11,281--$11,281
Travel$7,506$793-$8,299
Other Expenses$6,600--$6,600
Insurance-$1,587-$1,587
Fees for Services Accounting-$1,098-$1,098
Office Expenses$62$525-$587
Advertising$200--$200
Total Functional Expenses$209,148$37,363$0$246,511
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$78
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“The tax return was reviewed by the full board on april 17th, 2017 and was approved.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Association of Personal Historians
EIN
31-1668370
Phone
6127243441
Address
3208 EAST 25TH STREET, MINNEAPOLIS, MN 55406

Signing Officer

Name
Linda Coffin
Title
Executive Director
Phone
6127243441
Signed
2017-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Coffin
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Axtell & Haller LLC
Address
10510 FRANCE AVE S, BLOOMINGTON, MN 55431-1325
Preparer
Linda a Haller Ea
Phone
9528840184
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Periodic newsletter mailed to each member provides a tangible collection of timely articles related to personal history work. Most of the content comes from the membership or from services that support the work of personal historians.”

Form 990, Part IX, Line 24E

“Bank, paypal & merch. Fee 5,763 261 0 education serv. Adm 6,000 0 0 membership service admin 6,000 0 0 conference registrar 6,000 0 0 marketing 5,485 0 0 board/committee expense 0 5,473 0 education 4,872 490 0 printing & copying 5,017 30 0 website upgrade expenses 4,950 0 0 entertainment 4,845 0 0 postage & shipping 4,574 72 0 graphic design fees 3,800 0 0 dues & subscriptions 2,259 1,477 0 office retainer fees 0 3,600 0 materials 2,163 0 0 recording fees 2,045 0 0 listserv management fees 1,800 0 0 support fees 1,466 146 0 regional expenses 577 0 0 gifts/gratuities 250 282 0 telephone 0 75 0 total 67,866 11,906 0”

Raw XML Appendix361 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/Form990PartVIISectionAGrp/TitleTxt0MEMBERSHIP D
IRS990/Form990PartVIISectionAGrp/TitleTxt1REGIONS DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2NOMINATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3CONFERENCE D
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMUNICATIO
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IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
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IRS990/PYProgramServiceRevenueAmt0156208
IRS990/PYRevenuesLessExpensesAmt0-15872
IRS990/PYSalariesCompEmpBnftPaidAmt043200
IRS990/PYTotalExpensesAmt0279496
IRS990/PYTotalRevenueAmt0263624
IRS990/ReconcilationRevenueExpnssAmt0-43896
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046038
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02142
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01648
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/TotalLiabilityAmt078
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PERIODIC NEWSLETTER MAILED TO EACH MEMBER PROVIDES A TANGIBLE COLLECTION OF TIMELY ARTICLES RELATED TO PERSONAL HISTORY WORK. MOST OF THE CONTENT COMES FROM THE MEMBERSHIP OR FROM SERVICES THAT SUPPORT THE WORK OF PERSONAL HISTORIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN WAS REVIEWED BY THE FULL BOARD ON APRIL 17TH, 2017 AND WAS APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK, PAYPAL & MERCH. FEE 5,763 261 0 EDUCATION SERV. ADM 6,000 0 0 MEMBERSHIP SERVICE ADMIN 6,000 0 0 CONFERENCE REGISTRAR 6,000 0 0 MARKETING 5,485 0 0 BOARD/COMMITTEE EXPENSE 0 5,473 0 EDUCATION 4,872 490 0 PRINTING & COPYING 5,017 30 0 WEBSITE UPGRADE EXPENSES 4,950 0 0 ENTERTAINMENT 4,845 0 0 POSTAGE & SHIPPING 4,574 72 0 GRAPHIC DESIGN FEES 3,800 0 0 DUES & SUBSCRIPTIONS 2,259 1,477 0 OFFICE RETAINER FEES 0 3,600 0 MATERIALS 2,163 0 0 RECORDING FEES 2,045 0 0 LISTSERV MANAGEMENT FEES 1,800 0 0 SUPPORT FEES 1,466 146 0 REGIONAL EXPENSES 577 0 0 GIFTS/GRATUITIES 250 282 0 TELEPHONE 0 75 0 TOTAL 67,866 11,906 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046589
IRS990/TotalAssetsEOYAmt02220
IRS990/TotalAssetsGrp/BOYAmt046589
IRS990/TotalAssetsGrp/EOYAmt02220
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02743
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037363
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209148
IRS990/TotalFunctionalExpensesGrp/TotalAmt0246511
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0551
IRS990/TotalLiabilitiesEOYAmt078
IRS990/TotalLiabilitiesGrp/BOYAmt0551
IRS990/TotalLiabilitiesGrp/EOYAmt078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046038
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02142
IRS990/TotalProgramServiceRevenueAmt0199872
IRS990/TotalReportableCompFromOrgAmt047000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0199872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0202615
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046589
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02220
IRS990/TravelGrp/ManagementAndGeneralAmt0793
IRS990/TravelGrp/ProgramServicesAmt07506
IRS990/TravelGrp/TotalAmt08299
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03208 EAST 25TH ST
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055406
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.PERSONALHISTORIANS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA COFFIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06127243441
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATION OF PERSONAL HISTORIANS
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0311668370
ReturnHeader/Filer/PhoneNum06127243441
ReturnHeader/Filer/USAddress/AddressLine1Txt03208 EAST 25TH STREET
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055406
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId068C08114D49E9F5E05ACADE7FBE908750361FDB5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068C08114D49E9F5E05ACADE7FBE908750361FDB5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411989605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AXTELL & HALLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010510 FRANCE AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554311325
ReturnHeader/PreparerPersonGrp/PhoneNum09528840184
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA A HALLER EA
ReturnHeader/ReturnTs02017-04-19T17:20:23+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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