Civic Intelligence

Centerville Washington Township Historical Society

990 • Fiscal year 2013 • EIN 31-6078472

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

89 W Franklin St45459

(937) 291-2223

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

40th percentile

0.02x

Higher debt load relative to revenue than 40% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

21st percentile

-9.9%

Higher net margin than 21% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

58th percentile

$29,579

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

49th percentile

2.0%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$561,881

Up $10,774 (+2.0%) from 2012

Net Assets

Up

$559,629

Up $10,773 (+2.0%) from 2012

Liabilities

Up

$2,252

Up $1 (+0.0%) from 2012

Revenue

$127,466

No earlier filing loaded for comparison.

Expenses

Up

$140,065

Up $3,949 (+2.9%) from 2012

Net Income

-$12,599

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $551,107Liabilities 2012: $2,251Net Assets 2012: $548,8562012Assets 2013: $561,881Liabilities 2013: $2,252Net Assets 2013: $559,6292013Assets 2014: $552,457Liabilities 2014: $824Net Assets 2014: $551,6332014Assets 2015: $519,719Liabilities 2015: $559Net Assets 2015: $519,1602015Assets 2016: $477,043Liabilities 2016: $2,661Net Assets 2016: $474,3822016Assets 2017: $492,830Liabilities 2017: $2,523Net Assets 2017: $490,3072017Assets 2018: $452,896Liabilities 2018: $2,636Net Assets 2018: $450,2602018Assets 2019: $483,145Liabilities 2019: $3,699Net Assets 2019: $479,4462019Assets 2020: $518,860Liabilities 2020: $2,509Net Assets 2020: $516,3512020Assets 2021: $601,117Liabilities 2021: $1,935Net Assets 2021: $599,1822021Assets 2022: $569,759Liabilities 2022: $1,154Net Assets 2022: $568,6052022Assets 2023: $644,803Liabilities 2023: $1,185Net Assets 2023: $643,6182023Assets 2024: $722,231Liabilities 2024: $2,262Net Assets 2024: $719,9692024

Highlighted filing

2013

Assets$561,881
Liabilities$2,252
Net Assets$559,629

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2012: $136,1162012Revenue 2013: $127,466Expenses 2013: $140,065Net Income 2013: -$12,5992013Revenue 2014: $114,770Expenses 2014: $125,832Net Income 2014: -$11,0622014Revenue 2015: $116,264Expenses 2015: $132,486Net Income 2015: -$16,2222015Revenue 2016: $121,804Expenses 2016: $180,148Net Income 2016: -$58,3442016Revenue 2017: $129,262Expenses 2017: $133,861Net Income 2017: -$4,5992017Revenue 2018: $142,110Expenses 2018: $159,713Net Income 2018: -$17,6032018Revenue 2019: $145,953Expenses 2019: $148,062Net Income 2019: -$2,1092019Revenue 2020: $142,088Expenses 2020: $120,064Net Income 2020: $22,0242020Revenue 2021: $182,026Expenses 2021: $125,519Net Income 2021: $56,5072021Revenue 2022: $161,284Expenses 2022: $133,406Net Income 2022: $27,8782022Revenue 2023: $176,844Expenses 2023: $134,144Net Income 2023: $42,7002023Revenue 2024: $186,441Expenses 2024: $135,975Net Income 2024: $50,4662024

Highlighted filing

2013

Revenue$127,466
Expenses$140,065
Net Income-$12,599
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$127,466
Mission and Program Overview

Mission

Our mission is to connect community to its heritage by collecting preserving interpreting & promoting the history of our local area.we provide means of disseminating educational materials regarding historical heritage &access for researchers & public to items of historic signific

To educate community&visitors on local history & development. To provide events that give sense of lifestyle & culture of early settlers. To maintain museum of local artifacts exhibits & presentations. To provide access to archived docs for researchers

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$327,422$337,929▲ $10,507
Land, Buildings, and Equipment, Net$125,954$126,776▲ $822
Inventories for Sale or Use$36,835$49,069▲ $12,234
Investments Program Related$29,692$34,915▲ $5,223
Cash and Non-Interest-Bearing Accounts$30,421$12,409▼ $18,012
Savings and Temporary Cash Investments$783$783→ $0
Total Assets$551,107$561,881▲ $10,774
Liabilities
Accounts Payable and Accrued Expenses$2,251$2,252▲ $1
Total Liabilities$2,251$2,252▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$447,445$459,605▲ $12,160
Temporarily Rstr Net Assets$71,719$65,109▼ $6,610
Permanently Rstr Net Assets$29,692$34,915▲ $5,223
Total Net Assets Fund Balance$548,856$559,629▲ $10,773
Total Liabilities and Net Assets / Fund Balance$551,107$561,881▲ $10,774

Asset Categories

AssetBook ValueDepreciationBasis
Land$91,640-$91,640
Buildings$32,995$28,310$61,305
Equipment$2,141$10,030$12,171
Investment Program Related Org$34,915--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$29,692-▲ $5,223-$34,915
2012$27,765-▲ $2,636-$29,692
2011$30,792-▼ $2,315-$27,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vicki BondiExecutive DirectorFT$29,579$29,579

Board Members and Trustees

NameTitle
Ed RossPresident
Pat RossFirst Vice President
Adam ZengelTrustee
Brad ThorpTrustee
Dan GettyTrustee
Donna ClarkTrustee
Mary StahleyTrustee
Phil MclaughlinTrustee
Ron TinnermanTrustee
Sue HufnagleTrustee
Celia ElliottTrustee Emeritus
Janet ThobabenTrustee Emeritus
Bootie ZengelSecretary
Don AukermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,059
Program Service Revenue
$585
Investment Income
$11,822
Other Revenue
$0
All Other Contributions
$22,611
Change in Net Assets
$-12,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$77,181
Other Expenses$62,884
Total Fundraising Expense$1,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,647$17,882-$71,529
Office Expenses-$6,445-$6,445
Payroll Taxes$4,239$1,413-$5,652
Insurance-$3,883-$3,883
Other Expenses$2,054--$2,054
Advertising--$1,231$1,231
Fees for Services Other-$1,180-$1,180
All Other Expenses-$125-$125
Total Functional Expenses$107,906$30,928$1,231$140,065
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

The form 990 is provided to the organization accountant who distributes to the executive director. Ultimately the formm 990 is examined by the executive committee of the board of trustees.

Conflict of interest policy compliance Part VI line 12C

Trustees provide disclosure regarding conflicts of interest when they start service on the board.

CEO executive director top management comp Part VI line 15A

The board conducts a performance review of executive director prior to discussion and decisions regarding compensation.

Governing documents etc available to public Part VI line 19

Forms 1023 and 990 are available upon request by interested parties.

Filing and Contact Details

Filer

EIN
31-6078472

Signing Officer

Name
Ed Ross
Title
President
Phone
9372912223
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Ross
Formed
1967
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
14
Employees
7
Volunteers
50

Preparer

Preparer
Ellen S Fodge CPA
Phone
9372993816
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Adjustment made to correct accounting error for investment income in 2013.

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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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt14EXECUTIVE DIRECTOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS INCLUDE MONTHLY HISTORIC PRESENTATIONS, LOCAL HISTORIC HOME TOURS, STUDIES OF LOCAL GEOLOGIC HISTORY WITH REGARD TO STONE QUARRIES, CLASSES AND DEMONSTRATIONS OF EARLY TRADES AND PROVISION OF SCHOOL TOURS. FOR EXAMPLE; PRESENTATIONS HAVE BEEN MADE ABOUT QUILTING BEES, MODEL T FORD, PENNY CANDY, LOCAL PHOTOS, HISTORIC SCHOOL DAYS, OLD REFRIGERATORS AND LOCAL FOUNDERS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBER SERVICES INCLUDE ACCESS TO MUSEUMS, MUSEUM GARDENS, PARTICIPATION IN PRESENTATION OF LOCAL HISTORIC INFORMATION AND FORUM FOR PUBLICATION. SPECIAL PROGRAMS ARE AVAILABLE TO MEMBERS ALONG WITH A MEMBER NEWSLETTER AND WEBSITE WHICH ARE ALSO USED TO PUBLICIZE THE EXISTENCE OF THE ORGANIZATION AND ENCOURAGE FURTHER PUBLIC INTEREST. MEMBERSHIP IS OPEN TO THE PUBLIC.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE ORGANIZATION ACCOUNTANT WHO DISTRIBUTES TO THE EXECUTIVE DIRECTOR. ULTIMATELY THE FORMM 990 IS EXAMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES PROVIDE DISCLOSURE REGARDING CONFLICTS OF INTEREST WHEN THEY START SERVICE ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD CONDUCTS A PERFORMANCE REVIEW OF EXECUTIVE DIRECTOR PRIOR TO DISCUSSION AND DECISIONS REGARDING COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST BY INTERESTED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT MADE TO CORRECT ACCOUNTING ERROR FOR INVESTMENT INCOME IN 2013.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19

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