Civic Intelligence

South Beloit Historical Society

990EZ • Fiscal year 2017 • EIN 36-3795331

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 14, 2017

Organization Profilewww.bushnellwheelerhome.com
542 Wheeler AvenueSouth Beloit, IL 61080

(815) 389-1514

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

3rd percentile

-150%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.6%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$310,765

Down $5,197 (-1.6%) from 2016

Net Assets

Down

$310,765

Down $5,197 (-1.6%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Up

$3,473

Up $339 (+11%) from 2016

Expenses

Up

$8,670

Up $168 (+2.0%) from 2016

Net Income

Up

-$5,197

Up $171 (+3.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $316,703Net Assets 2011: $316,7032011Assets 2012: $320,812Net Assets 2012: $320,8122012Assets 2013: $326,188Net Assets 2013: $326,1882013Assets 2015: $321,330Net Assets 2015: $321,3302015Assets 2016: $315,962Net Assets 2016: $315,9622016Assets 2017: $310,765Net Assets 2017: $310,7652017Assets 2018: $315,553Net Assets 2018: $315,5532018Assets 2019: $313,047Net Assets 2019: $313,0472019Assets 2020: $313,540Net Assets 2020: $313,5402020

Highlighted filing

2017

Assets$310,765
Liabilities-
Net Assets$310,765
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $19,757Expenses 2011: $11,414Net Income 2011: $8,3432011Revenue 2012: $18,874Expenses 2012: $14,765Net Income 2012: $4,1092012Revenue 2013: $15,122Expenses 2013: $9,746Net Income 2013: $5,3762013Revenue 2015: $15,681Expenses 2015: $10,947Net Income 2015: $4,7342015Revenue 2016: $3,134Expenses 2016: $8,502Net Income 2016: -$5,3682016Revenue 2017: $3,473Expenses 2017: $8,670Net Income 2017: -$5,1972017Revenue 2018: $20,062Expenses 2018: $15,274Net Income 2018: $4,7882018Revenue 2019: $5,502Expenses 2019: $8,007Net Income 2019: -$2,5052019Revenue 2020: $12,223Expenses 2020: $11,730Net Income 2020: $4932020

Highlighted filing

2017

Revenue$3,473
Expenses$8,670
Net Income-$5,197
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 14, 2017
Return Version
2016v3.0
Gross Receipts
$8,348
Mission and Program Overview

Mission

Restoration of 1856 historical home.

Program Services

DescriptionGrantsExpenses
THE SOUTH BELOIT HISTORICAL SOCIETY OWNS, OPERATES AND MAINTAINS THE BUSHNELL-WHEELER HOME, AN HISTORIC 1856 SITE THAT WAS THE FIRST SOUTH BELOIT HOME. WE ARE AN ALL VOLUNTEER ORGANIZATION. ALL FUNDS ARE USED TO RESTORE AND MAINTAIN THE HOME, THE GROUNDS AND A REPLICA OF THE ORIGINAL BARN. THE HOME HOUSES AN AREA MUSUEM AND MEETING ROOM AND IS OPEN TO LOCAL ORGANIZATIONS FOR MEETINGS, TOURS AND EVENTS. APPROXIMATELY 2600 VISITORS WENT THROUGH THE HOME THIS YEAR.$5,072-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vincent DaughertyPresidentPT$0--
Nikki BoeckVice PresidentPT$0--
DIANA LUKICHSecretaryPT$0--
Sandra PatrickTreasurerPT$0--
DIETER DALLMANNDirectorPT$0--
JOHN COOTSDirectorPT$0--
John PatrickDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
South Beloit Historical Society
EIN
36-3795331
Phone
8153891514
Address
542 WHEELER AVENUE, SOUTH BELOIT, IL 61080

Signing Officer

Name
Sandra Patrick
Title
Treasurer
Signed
2017-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Siepert & Co LLP
Address
4278 E Rockton Road, Roscoe, IL 61073
Preparer
Mark Harrison Trotter CPA
Phone
8156246601
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $1000”

Other Expenses.1002

“Office Expenses $2500”

Other Expenses.1012

“Insurance $1610”

Other Assets.1002

“Furniture and Fixtures - Beginning $4600 Furniture and Fixtures - Ending $4600”

Raw XML Appendix165 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.

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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01835
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vincent Daugherty
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANA LUKICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandra Patrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIETER DALLMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN COOTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6John Patrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04600
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04600
IRS990EZ/OtherExpensesTotalAmt05110
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Restoration of 1856 historical home.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOUTH BELOIT HISTORICAL SOCIETY OWNS, OPERATES AND MAINTAINS THE BUSHNELL-WHEELER HOME, AN HISTORIC 1856 SITE THAT WAS THE FIRST SOUTH BELOIT HOME. WE ARE AN ALL VOLUNTEER ORGANIZATION. ALL FUNDS ARE USED TO RESTORE AND MAINTAIN THE HOME, THE GROUNDS AND A REPLICA OF THE ORIGINAL BARN. THE HOME HOUSES AN AREA MUSUEM AND MEETING ROOM AND IS OPEN TO LOCAL ORGANIZATIONS FOR MEETINGS, TOURS AND EVENTS. APPROXIMATELY 2600 VISITORS WENT THROUGH THE HOME THIS YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08670
IRS990EZ/TotalProgramServiceExpensesAmt05072
IRS990EZ/TotalRevenueAmt03473
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bushnellwheelerhome.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013598
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012970
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01932
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93000
IRS990ScheduleA/PublicSupportPY170Pct00.93810
IRS990ScheduleA/PublicSupportTotal170Amt048227
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06130
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012782
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IRS990ScheduleA/TotalSupportAmt051859
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Furniture and Fixtures - Beginning $4600 Furniture and Fixtures - Ending $4600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1002
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Patrick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BELOIT HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0363795331
ReturnHeader/Filer/PhoneNum08153891514
ReturnHeader/Filer/USAddress/AddressLine1Txt0542 WHEELER AVENUE
ReturnHeader/Filer/USAddress/CityNm0SOUTH BELOIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061080
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04278 E Rockton Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roscoe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061073
ReturnHeader/PreparerPersonGrp/PhoneNum08156246601
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK HARRISON TROTTER CPA
ReturnHeader/ReturnTs02017-12-14T14:46:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,765
Liabilities
-
Net assets
$310,765
Revenue
$3,473
Expenses
$8,670
Net income
-$5,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.14$3.14$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.13$3.13$0.06$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.20$0.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.11$3.11$0.03$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.16$3.16$0.03$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.21$3.21$0.16$0.11$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$3.26$0.15$0.10$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$3.21$0.19$0.15$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$3.17$0.20$0.11$0.08