Civic Intelligence

Edgewater Historical Society

990 • Fiscal year 2017 • EIN 36-3635420

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

5358 N Ashland AvenueChicago, IL 60640-2023

(773) 743-7155

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.5%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$653,801

Up $64,324 (+11%) from 2016

Net Assets

Up

$653,801

Up $64,324 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$61,730

Up $3,780 (+6.5%) from 2016

Expenses

Down

$44,095

Down $14,845 (-25%) from 2016

Net Income

Up

$17,635

Up $18,625 (+1881%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $501,928Liabilities 2010: $0Net Assets 2010: $501,9282010Assets 2011: $519,926Liabilities 2011: $0Net Assets 2011: $519,9262011Assets 2012: $559,179Liabilities 2012: $0Net Assets 2012: $559,1792012Assets 2013: $619,806Liabilities 2013: $0Net Assets 2013: $619,8062013Assets 2014: $588,667Liabilities 2014: $0Net Assets 2014: $588,6672014Assets 2016: $589,477Liabilities 2016: $0Net Assets 2016: $589,4772016Assets 2017: $653,801Liabilities 2017: $0Net Assets 2017: $653,8012017Assets 2018: $620,877Liabilities 2018: $0Net Assets 2018: $620,8772018Assets 2019: $721,544Liabilities 2019: $0Net Assets 2019: $721,5442019Assets 2020: $808,266Liabilities 2020: $0Net Assets 2020: $808,2662020Assets 2021: $899,834Liabilities 2021: $0Net Assets 2021: $899,8342021Assets 2022: $759,835Liabilities 2022: $2,968Net Assets 2022: $756,8672022Assets 2023: $799,888Liabilities 2023: $2,968Net Assets 2023: $796,9202023Assets 2024: $976,072Liabilities 2024: $0Net Assets 2024: $976,0722024

Highlighted filing

2017

Assets$653,801
Liabilities$0
Net Assets$653,801

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $35,8552010Expenses 2011: $45,0932011Expenses 2012: $48,1532012Revenue 2013: $106,047Expenses 2013: $64,356Net Income 2013: $41,6912013Revenue 2014: $39,319Expenses 2014: $52,790Net Income 2014: -$13,4712014Revenue 2016: $57,950Expenses 2016: $58,940Net Income 2016: -$9902016Revenue 2017: $61,730Expenses 2017: $44,095Net Income 2017: $17,6352017Revenue 2018: $79,273Expenses 2018: $45,532Net Income 2018: $33,7412018Revenue 2019: $61,016Expenses 2019: $49,732Net Income 2019: $11,2842019Revenue 2020: $32,525Expenses 2020: $50,346Net Income 2020: -$17,8212020Revenue 2021: $89,390Expenses 2021: $48,968Net Income 2021: $40,4222021Revenue 2022: $79,817Expenses 2022: $51,522Net Income 2022: $28,2952022Revenue 2023: $29,360Expenses 2023: $49,992Net Income 2023: -$20,6322023Revenue 2024: $86,489Expenses 2024: $49,773Net Income 2024: $36,7162024

Highlighted filing

2017

Revenue$61,730
Expenses$44,095
Net Income$17,635
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$70,211
Mission and Program Overview

Mission

The edgewater historical society was founded to involve the community in the research, documentation, collection, and preservation of edgewater history. To promote the study, sharing, and enjoyment of that history, and to promote the preservation of landmarks and historical structures.

To involve community in the research, documentation, collection, and preservation of edgewater history. To promote the study, sharing, and enjoyment of that history, and to promote the preservation of landmarks.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$589,477$653,801▲ $64,324
Investments Other Securities$406,839$478,144▲ $71,305
Land, Buildings, and Equipment, Net$110,700$94,364▼ $16,336
Savings and Temporary Cash Investments$44,778$51,500▲ $6,722
Cash and Non-Interest-Bearing Accounts$26,358$28,991▲ $2,633
Prepaid Expenses and Deferred Charges$802$802→ $0
Total Assets$589,477$653,801▲ $64,324
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$589,477$653,801▲ $64,324
Total Liabilities and Net Assets / Fund Balance$589,477$653,801▲ $64,324

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$93,866$226,020$319,886
Equipment$498$14,666$15,164
Other Securities$15,633--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$45,453
Program Service Revenue
$80
Investment Income
$24,678
Other Revenue
$-8,481
All Other Contributions
$3,468
Change in Net Assets
$17,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,095
Total Fundraising Expense$4,158
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$16,336-$16,336
Fees for Services Other$10,254$4,395-$14,649
Office Expenses-$4,619-$4,619
All Other Expenses$787-$816$1,603
Other Expenses$1,338-$857$857
Fees for Services Accounting$525$225-$750
Total Functional Expenses$14,362$25,575$4,158$44,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,481
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Benefit$17,280-$4,732-
Home Tour$13,824-$3,749-
Total Events$31,104-$8,481$-8,481
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
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 6

The organization has members and not stockholders.

Form 990, Page 6, Part VI, Line 7A

Members attend annual meeting to elect board members who then elect officers.

Form 990, Page 6, Part VI, Line 11B

Return is reviewed by president and then shared with the board.

Form 990, Page 6, Part VI, Line 19

Upon request. At the museum. Annual report.

Filing and Contact Details

Filer

Filer Name
Edgewater Historical Society
EIN
36-3635420
Phone
7737437155
Address
5358 N ASHLAND AVENUE, CHICAGO, IL 60640-2023

Signing Officer

Name
Mark Richardson
Title
Treasurer
Phone
7737447155
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Remer
Formed
1988
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS RD STE 200, NORTHBROOK, IL 60062-6141
Preparer
Andrew R Lotts
Phone
8479452888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The edgewater historical society was founded to involve the community in the research, documentation, collection, and preservation of edgewater history. To promote the study, sharing, and enjoyment of that history, and to promote the preservation of landmarks and historical structures.

Form 990, Part IX, Line 11G

Custodial 847 363 0 electricity 1,007 432 0 gardening 536 230 0 gas 1,031 442 0 insurance 4,444 1,905 0 maintenance and repairs 976 418 0 security 210 90 0 supplies 638 273 0 telephone and internet 565 242 0 total 10,254 4,395 0

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IRS990/MissionDesc0THE EDGEWATER HISTORICAL SOCIETY WAS FOUNDED TO INVOLVE THE COMMUNITY IN THE RESEARCH, DOCUMENTATION, COLLECTION, AND PRESERVATION OF EDGEWATER HISTORY. TO PROMOTE THE STUDY, SHARING, AND ENJOYMENT OF THAT HISTORY, AND TO PROMOTE THE PRESERVATION OF LANDMARKS AND HISTORICAL STRUCTURES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0589477
IRS990/NetAssetsOrFundBalancesEOYAmt0653801
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019328
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019328
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8481
IRS990/NetUnrlzdGainsLossesInvstAmt046689
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04619
IRS990/OfficeExpensesGrp/TotalAmt04619
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1COLLECTIONS-CONSULTANTS
IRS990/OtherExpensesGrp/Desc2COLLECTIONS-PURCHASES
IRS990/OtherExpensesGrp/Desc3EXHIBIT/CURATORIAL
IRS990/OtherExpensesGrp/FundraisingAmt02485
IRS990/OtherExpensesGrp/FundraisingAmt1857
IRS990/OtherExpensesGrp/ProgramServicesAmt01458
IRS990/OtherExpensesGrp/ProgramServicesAmt11338
IRS990/OtherExpensesGrp/TotalAmt02485
IRS990/OtherExpensesGrp/TotalAmt11458
IRS990/OtherExpensesGrp/TotalAmt21338
IRS990/OtherExpensesGrp/TotalAmt3857
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0802
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0802
IRS990/PrincipalOfficerNm0ROBERT REMER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0SALE OF MERCHANDISE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt080
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt046230
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt011640
IRS990/PYOtherExpensesAmt058940
IRS990/PYProgramServiceRevenueAmt080
IRS990/PYRevenuesLessExpensesAmt0-990
IRS990/PYTotalExpensesAmt058940
IRS990/PYTotalRevenueAmt057950
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017635
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt080
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0589477
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0653801
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046230
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt011228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0178512
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06593
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011943
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0340
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05350
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011943
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93740
IRS990ScheduleA/PublicSupportPY509Pct00.95560
IRS990ScheduleA/PublicSupportTotal509Amt0178852
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046310
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039319
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011228
IRS990ScheduleA/Total509Grp/TotalAmt0178852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052903
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt039319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011228
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190795
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0498
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014666
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015164
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt093866
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0226020
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0319886
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0426703
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt135808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215633
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY MUTUAL FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1LPL FINANCIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BYLINE BANK HISTORY PROJECT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094364
IRS990ScheduleD/TotalBookValueSecuritiesAmt0478144
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017280
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt013824
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08481
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING BENEFIT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOME TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017280
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031104
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8481
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04732
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03749
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EDGEWATER HISTORICAL SOCIETY WAS FOUNDED TO INVOLVE THE COMMUNITY IN THE RESEARCH, DOCUMENTATION, COLLECTION, AND PRESERVATION OF EDGEWATER HISTORY. TO PROMOTE THE STUDY, SHARING, AND ENJOYMENT OF THAT HISTORY, AND TO PROMOTE THE PRESERVATION OF LANDMARKS AND HISTORICAL STRUCTURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS AND NOT STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ATTEND ANNUAL MEETING TO ELECT BOARD MEMBERS WHO THEN ELECT OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN IS REVIEWED BY PRESIDENT AND THEN SHARED WITH THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST. AT THE MUSEUM. ANNUAL REPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CUSTODIAL 847 363 0 ELECTRICITY 1,007 432 0 GARDENING 536 230 0 GAS 1,031 442 0 INSURANCE 4,444 1,905 0 MAINTENANCE AND REPAIRS 976 418 0 SECURITY 210 90 0 SUPPLIES 638 273 0 TELEPHONE AND INTERNET 565 242 0 TOTAL 10,254 4,395 0

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$0.86$0.50$0.37
2023Detailed filing. Detailed filing data is available for this year.$8.00$0.03$7.97$0.29$0.50$0.21
2022Detailed filing. Detailed filing data is available for this year.$7.60$0.03$7.57$0.80$0.52$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.89$0.49$0.40
2020Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.33$0.50$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.61$0.50$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.79$0.46$0.34
2017Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.62$0.44$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.58$0.59$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.39$0.53$0.13
2013Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$1.06$0.64$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.00$5.59$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.00$5.20$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.00$5.02$0.36