Civic Intelligence

Middlebury Historical Society Inc

EIN 35-2160546 • 501(c)3 • Middlebury, IN

Profile

Preserve cultural history

PO Box 270Middlebury, IN 46540

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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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

9th percentile

-105%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

88th percentile

$22,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 89.1% of source-year revenue.

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

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$125,372

Down $27,040 (-18%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$125,372

Down $26,759 (-18%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$24,700

Down $4,548 (-16%) from 2021

Expenses

Down

$50,541

Down $3,473 (-6.4%) from 2021

Net Income

Down

-$25,841

Down $1,075 (-4.3%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$300K$200K$100K$0Assets 2010: $143,542Liabilities 2010: $1,186Net Assets 2010: $142,3562010Assets 2011: $141,474Liabilities 2011: $1,711Net Assets 2011: $139,7632011Assets 2012: $291,821Net Assets 2012: $291,8212012Assets 2013: $284,350Liabilities 2013: $2,059Net Assets 2013: $282,2912013Assets 2014: $268,823Net Assets 2014: $268,8232014Assets 2015: $242,347Liabilities 2015: $701Net Assets 2015: $241,6462015Assets 2017: $218,535Liabilities 2017: $1,163Net Assets 2017: $217,3722017Assets 2018: $204,289Liabilities 2018: $1,226Net Assets 2018: $203,0632018Assets 2019: $188,868Liabilities 2019: $1,010Net Assets 2019: $187,8582019Assets 2020: $176,897Net Assets 2020: $176,8972020Assets 2021: $152,412Liabilities 2021: $281Net Assets 2021: $152,1312021Assets 2024: $125,372Net Assets 2024: $125,3722024

Highlighted filing

2024

Assets$125,372
Liabilities-
Net Assets$125,372
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100KRevenue 2010: $30,007Expenses 2010: $35,658Net Income 2010: -$5,6512010Revenue 2011: $59,007Expenses 2011: $61,600Net Income 2011: -$2,5932011Revenue 2012: $196,033Expenses 2012: $43,975Net Income 2012: $152,0582012Revenue 2013: $35,208Expenses 2013: $44,738Net Income 2013: -$9,5302013Revenue 2014: $31,742Expenses 2014: $45,210Net Income 2014: -$13,4682014Revenue 2015: $31,914Expenses 2015: $59,091Net Income 2015: -$27,1772015Revenue 2017: $34,919Expenses 2017: $48,393Net Income 2017: -$13,4742017Revenue 2018: $33,477Expenses 2018: $47,806Net Income 2018: -$14,3292018Revenue 2019: $34,819Expenses 2019: $46,557Net Income 2019: -$11,7382019Revenue 2020: $35,064Expenses 2020: $46,025Net Income 2020: -$10,9612020Revenue 2021: $29,248Expenses 2021: $54,014Net Income 2021: -$24,7662021Revenue 2024: $24,700Expenses 2024: $50,541Net Income 2024: -$25,8412024

Highlighted filing

2024

Revenue$24,700
Expenses$50,541
Net Income-$25,841
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$125,372
Liabilities
-
Net assets
$125,372
Revenue
$24,700
Expenses
$50,541
Net income
-$25,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$1.25$0.25$0.51$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.29$0.54$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$1.77$0.35$0.46$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$1.88$0.35$0.47$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.01$2.03$0.33$0.48$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.01$2.17$0.35$0.48$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.01$2.42$0.32$0.59$0.27
2014Detailed filing. Detailed filing data is available for this year.$2.69$2.69$0.32$0.45$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.84$0.02$2.82$0.35$0.45$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$2.92$1.96$0.44$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.02$1.40$0.59$0.62$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.01$1.42$0.30$0.36$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 26, 2025
Return Version
2024v5.0
Gross Receipts
$24,700
Mission and Program Overview

Mission

Preserve cultural history

Program Services

DescriptionGrantsExpenses
SEE ATTACHMENT-$50,541
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD SMITHMuseum DirectorPT$22,000-$22,000
SAM HOOVER IIIPresident & Treasurer-$0--
JIM WOODRUFFSecretary-$0--
GREG RAYMONDBoard Member-$0--
TOM DEL VECCHIOBoard Member-$0--
JERRY KINDYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Middlebury Historical Society Inc
EIN
35-2160546
Address
PO Box 270, MIDDLEBURY, IN 46540

Signing Officer

Name
Greg Raymond
Title
Secretary
Phone
5748250978
Signed
2025-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Srq Tax Services Pa
Address
3664 FESCUE LANE, SARASOTA, FL 34232
Preparer
Brian Hershbeger CPA
Phone
5742157777
Supplemental Narrative

Additional Explanations

990 EZ Page 1 Part 1 Line 16

“Bank fees 70 marketing 5099 committee exp 1891 charity 0”

990 EZ Page 1 Part 1 Line 16

“Depreciation 2866 qb processing fees 630 supplies 571 adp payroll processing fees 977”

990 EZ Page 1 Part 1 Line 16

“POSTAGE 283”

990 EZ Page 2 Part III

“Maintain a museum to record and preserve the social and cultural history of the middlebury community”

990 EZ Page 2 Part 2 Line 26

“PAYROLL LIABILITIES 0”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GREG RAYMOND
IRS990EZ/BooksInCareOfDetail/PhoneNum05748250978
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 CR 8
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLEBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034278
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024624
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25841
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01499
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151423
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125372
IRS990EZ/GrossReceiptsAmt024700
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt076
IRS990EZ/LandAndBuildingsGrp/BOYAmt093960
IRS990EZ/LandAndBuildingsGrp/EOYAmt091094
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125372
IRS990EZ/OccupancyRentUtltsAndMaintAmt012363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt222000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM HOOVER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM WOODRUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG RAYMOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TOM DEL VECCHIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERRY KINDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MUSEUM DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012387
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE CULTURAL HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE ATTACHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt050541
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024292
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0210
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050541
IRS990EZ/TotalProgramServiceExpensesAmt050541
IRS990EZ/TotalRevenueAmt024700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0183270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0259
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0259
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0462
IRS990ScheduleA/InvestmentIncomeCYPct00.00250
IRS990ScheduleA/InvestmentIncomePYPct00.00440
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99750
IRS990ScheduleA/PublicSupportPY509Pct00.99560
IRS990ScheduleA/PublicSupportTotal509Amt0183270
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029248
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034805
IRS990ScheduleA/Total509Grp/TotalAmt0183270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056389
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt038331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035064
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0183732
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES 70 MARKETING 5099 COMMITTEE EXP 1891 CHARITY 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DEPRECIATION 2866 QB PROCESSING FEES 630 SUPPLIES 571 ADP PAYROLL PROCESSING FEES 977
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTAGE 283
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTAIN A MUSEUM TO RECORD AND PRESERVE THE SOCIAL AND CULTURAL HISTORY OF THE MIDDLEBURY COMMUNITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL LIABILITIES 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 EZ PAGE 2 PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 EZ PAGE 2 PART 2 LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG RAYMOND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05748250978
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDDLEBURY HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0MIDD
ReturnHeader/Filer/EIN0352160546
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 270
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991474294
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SRQ TAX SERVICES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03664 FESCUE LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034232
ReturnHeader/PreparerPersonGrp/PhoneNum05742157777
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN HERSHBEGER CPA
ReturnHeader/ReturnTs02025-06-26T11:48:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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