Civic Intelligence

Middletown Historical Society

EIN 31-6067846 • 501(c)3 • Middletown, OH

Profile

To provide a repository for historical artifacts for middletown, ohio and to make these available for the membership and the general public

PO Box 312Middletown, OH 45042-0312

middletownhistoricalsociety.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-3.4%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

39th percentile

-9.7%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$343,130

Up $2,583 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$343,130

Up $2,583 (+0.8%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin39th percentile

Revenue

Up

$36,755

Up $5,240 (+17%) from 2023

Expenses

Down

$41,351

Down $554 (-1.3%) from 2023

Net Income

Up

-$4,596

Up $5,794 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2012: $470,675Liabilities 2012: $0Net Assets 2012: $470,6752012Assets 2013: $545,394Liabilities 2013: $0Net Assets 2013: $545,3942013Assets 2014: $520,010Liabilities 2014: $0Net Assets 2014: $520,0102014Assets 2015: $492,979Liabilities 2015: $0Net Assets 2015: $492,9792015Assets 2016: $469,209Liabilities 2016: $0Net Assets 2016: $469,2092016Assets 2017: $474,550Liabilities 2017: $0Net Assets 2017: $474,5502017Assets 2018: $377,470Liabilities 2018: $0Net Assets 2018: $377,4702018Assets 2019: $369,321Liabilities 2019: $0Net Assets 2019: $369,3212019Assets 2020: $345,498Liabilities 2020: $0Net Assets 2020: $345,4982020Assets 2021: $381,047Liabilities 2021: $0Net Assets 2021: $381,0472021Assets 2022: $344,212Liabilities 2022: $0Net Assets 2022: $344,2122022Assets 2023: $340,547Liabilities 2023: $0Net Assets 2023: $340,5472023Assets 2024: $343,130Liabilities 2024: $0Net Assets 2024: $343,1302024

Highlighted filing

2024

Assets$343,130
Liabilities$0
Net Assets$343,130
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $36,2572012Expenses 2013: $42,0282013Revenue 2014: $30,865Expenses 2014: $50,656Net Income 2014: -$19,7912014Revenue 2015: $30,252Expenses 2015: $42,900Net Income 2015: -$12,6482015Revenue 2016: $35,723Expenses 2016: $49,970Net Income 2016: -$14,2472016Revenue 2017: $18,943Expenses 2017: $28,515Net Income 2017: -$9,5722017Revenue 2018: $42,930Expenses 2018: $37,991Net Income 2018: $4,9392018Revenue 2019: $38,678Expenses 2019: $46,670Net Income 2019: -$7,9922019Revenue 2020: $12,299Expenses 2020: $33,322Net Income 2020: -$21,0232020Revenue 2021: $25,396Expenses 2021: $41,778Net Income 2021: -$16,3822021Revenue 2022: $34,423Expenses 2022: $35,579Net Income 2022: -$1,1562022Revenue 2023: $31,515Expenses 2023: $41,905Net Income 2023: -$10,3902023Revenue 2024: $36,755Expenses 2024: $41,351Net Income 2024: -$4,5962024

Highlighted filing

2024

Revenue$36,755
Expenses$41,351
Net Income-$4,596
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$343,130
Liabilities
$0
Net assets
$343,130
Revenue
$36,755
Expenses
$41,351
Net income
-$4,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.37$0.41$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.32$0.42$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.34$0.36$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.25$0.42$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.12$0.33$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.39$0.47$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.43$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.19$0.29$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.36$0.50$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.30$0.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.31$0.51$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.00$4.71$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$48,472
Mission and Program Overview

Mission

To provide a repository for historical artifacts for middletown, ohio and to make these available for the membership and the general public

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$143,032$152,564▲ $9,532
Savings and Temporary Cash Investments$26,408$20,077▼ $6,331
Total Assets$340,547$343,130▲ $2,583
Other Assets Total$171,107$170,489▼ $618
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$340,547$343,130▲ $2,583
Total Net Assets Fund Balance$340,547$343,130▲ $2,583
Total Liabilities and Net Assets / Fund Balance$340,547$343,130▲ $2,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$151,217$141,952$293,169
Equipment$1,347$16,033$17,380
Other Assets Org$170,489--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andy WendtPresident
Jeffrey DiverTrusteePast President
Sam SalmonTrusteePast President
Rick LawsonVice President
Jim StablerTrustee
Kayla HoczTrustee
Nicki LinvilleTrustee
Sam AshworthTrustee
Timothy CarberyyTrustee
Deb Morrison-SniderSecretary
Cathy McMonigleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,218
Program Service Revenue
$0
Investment Income
$9,419
Other Revenue
$5,118
All Other Contributions
$21,712
Change in Net Assets
$-4,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,351
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
Other Expenses$16,199$220-$16,199
Occupancy$9,142$1,613-$10,755
Depreciation Depletion$4,999--$4,999
Insurance$3,167$559-$3,726
Fees for Service Investment Mgmnt Fees-$2,215-$2,215
Information Technology$2,186--$2,186
Fees for Services Accounting-$475-$475
Office Expenses$176$31-$207
Conferences and Meetings-$26-$26
Total Functional Expenses$36,034$5,317$0$41,351
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,620
Fundraising Direct Expenses$2,633
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 governing body review Part VI line 11

“Form 990 is prepared by an independent CPA and it is the organizations policy that it be made available for review by designated officers or directors prior to filing.”

Governing documents etc available to public Part VI line 19

“The organization does not have a formal policy on release of its governing documents. However, it generally will respond to legitimate requests for such information.”

Filing and Contact Details

Filer

Filer Name
Middletown Historical Society
EIN
31-6067846
Address
PO Box 312, Middletown, OH 45042-0312

Signing Officer

Name
Cathy McMonigle
Title
Treasurer
Phone
5134245539
Signed
2025-05-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Andy Wendt
Formed
1967
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
David Reed CPA
Address
4504 Chenoweth Run Rd, Louisville, KY 40299
Preparer
David Reed CPA
Phone
5028028880
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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/OtherExpensesGrp/TotalAmt216199
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Andy Wendt
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt025738
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06508
IRS990/PYOtherExpensesAmt041905
IRS990/PYOtherRevenueAmt0-731
IRS990/PYRevenuesLessExpensesAmt0-10390
IRS990/PYTotalExpensesAmt041905
IRS990/PYTotalRevenueAmt031515
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-4596
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-3634
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026408
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021713
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025738
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028996
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32890
IRS990ScheduleA/PublicSupportPY170Pct00.24020
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IRS990ScheduleA/SubstantialContributorsTotAmt059705
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010082
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103169
IRS990ScheduleA/TotalSupportAmt0132165
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0151217
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0141952
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0293169
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt01347
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017380
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0170489
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0152564
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0170489
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by an independent CPA and it is the organizations policy that it be made available for review by designated officers or directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have a formal policy on release of its governing documents. However, it generally will respond to legitimate requests for such information.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0340547
IRS990/TotalAssetsEOYAmt0343130
IRS990/TotalAssetsGrp/BOYAmt0340547
IRS990/TotalAssetsGrp/EOYAmt0343130
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt022218
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05317
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036034
IRS990/TotalFunctionalExpensesGrp/TotalAmt041351
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0340547
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0343130
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt036034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013772
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt036755
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0340547
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0343130
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0middletownhistoricalsociety.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy McMonigle
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05134245539
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLETOWN HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0316067846
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 312
ReturnHeader/Filer/USAddress/CityNm0Middletown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0450420312
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474312415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Reed CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04504 Chenoweth Run Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040299
ReturnHeader/PreparerPersonGrp/PhoneNum05028028880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Reed CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T21:59:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30

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