Civic Intelligence

Elmhurst Heritage Foundation C/O Brian Bergheger

990 • Fiscal year 2013 • EIN 36-3844970

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

120 E Park Ave60126-3420

(630) 833-1457

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

15th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

87th percentile

29%

Faster asset growth than 87% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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

$1,146,898

Up $260,435 (+29%) from 2012

Net Assets

Up

$1,146,898

Up $260,786 (+29%) from 2012

Liabilities

Down

$0

Down $351 (-100%) from 2012

Revenue

$317,782

No earlier filing loaded for comparison.

Expenses

Down

$56,996

Down $38,148 (-40%) from 2012

Net Income

$260,786

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.

$3.0M$2.0M$1.0M$0Assets 2012: $886,463Liabilities 2012: $351Net Assets 2012: $886,1122012Assets 2013: $1,146,898Liabilities 2013: $0Net Assets 2013: $1,146,8982013Assets 2014: $1,101,201Liabilities 2014: $0Net Assets 2014: $1,101,2012014Assets 2015: $958,687Liabilities 2015: $10,305Net Assets 2015: $948,3822015Assets 2016: $1,040,120Liabilities 2016: $0Net Assets 2016: $1,040,1202016Assets 2017: $1,187,408Liabilities 2017: $500Net Assets 2017: $1,186,9082017Assets 2018: $1,164,826Liabilities 2018: $0Net Assets 2018: $1,164,8262018Assets 2019: $1,366,937Liabilities 2019: $0Net Assets 2019: $1,366,9372019Assets 2020: $1,526,117Liabilities 2020: $0Net Assets 2020: $1,526,1172020Assets 2021: $1,819,323Liabilities 2021: $0Net Assets 2021: $1,819,3232021Assets 2022: $1,692,175Liabilities 2022: $0Net Assets 2022: $1,692,1752022Assets 2023: $1,777,806Liabilities 2023: $1Net Assets 2023: $1,777,8052023Assets 2024: $2,003,721Liabilities 2024: $0Net Assets 2024: $2,003,7212024

Highlighted filing

2013

Assets$1,146,898
Liabilities$0
Net Assets$1,146,898

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $95,1442012Revenue 2013: $317,782Expenses 2013: $56,996Net Income 2013: $260,7862013Revenue 2014: $114,010Expenses 2014: $143,477Net Income 2014: -$29,4672014Revenue 2015: $94,286Expenses 2015: $247,105Net Income 2015: -$152,8192015Revenue 2016: $151,753Expenses 2016: $60,015Net Income 2016: $91,7382016Revenue 2017: $216,043Expenses 2017: $69,255Net Income 2017: $146,7882017Revenue 2018: $37,298Expenses 2018: $59,380Net Income 2018: -$22,0822018Revenue 2019: $140,180Expenses 2019: $85,070Net Income 2019: $55,1102019Revenue 2020: $148,944Expenses 2020: $61,678Net Income 2020: $87,2662020Revenue 2021: $224,384Expenses 2021: $63,747Net Income 2021: $160,6372021Revenue 2022: $164,467Expenses 2022: $76,382Net Income 2022: $88,0852022Revenue 2023: $329,258Expenses 2023: $243,628Net Income 2023: $85,6302023Revenue 2024: $374,418Expenses 2024: $110,084Net Income 2024: $264,3342024

Highlighted filing

2013

Revenue$317,782
Expenses$56,996
Net Income$260,786
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$352,799
Mission and Program Overview

Mission

The mission of the elmhurst heritage foundation is to stimulate broad-based support for local history, the elmhurst historical museum, and the churchville schoolhouse through advocacy, education and fund raising.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$91,364$239,250▲ $147,886
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$886,463$1,146,898▲ $260,435
Other Assets Total$795,099$907,647▲ $112,548
Liabilities
Accounts Payable and Accrued Expenses$351--
Total Liabilities$351$0▼ $351
Net Assets / Fund Balance
Unrestricted Net Assets$872,075$1,132,861▲ $260,786
Permanently Rstr Net Assets$14,037$14,037→ $0
Total Net Assets Fund Balance$886,112$1,146,898▲ $260,786
Total Liabilities and Net Assets / Fund Balance$886,463$1,146,898▲ $260,435

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$907,647--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$795,099$5,436▲ $120,394$2,141$907,647
2012$701,872$19,218▲ $85,204$861$795,099
2011$722,971$3,340▼ $14,528-$701,872
2010$619,786$27,535▲ $84,855-$722,971
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cathy JordanPresident
Gene EvansPresident
Alzada TiptonDirector
Cathy SiegerdtDirector
Cheryl KopeckyDirector
Ellen BraunDirector
Janet HodgeDirector
Jenny BergDirector
John DevriesDirector
Joyce SloaneDirector
Margaret Franson PruterDirector
Richard ReichertDirector
Val StewartDirector
Virginia StewartDirector
Leslie LeaderSecretary
Josh BretlTreasurer
Michael LociceroVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$194,479
Program Service Revenue
$4,800
Investment Income
$120,519
Other Revenue
$-2,016
All Other Contributions
$153,181
Change in Net Assets
$260,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,996
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
Fees for Service Investment Mgmnt Fees$11,141--$11,141
All Other Expenses$3,037$2,569-$5,606
Advertising$2,491--$2,491
Other Expenses$2,124--$2,124
Information Technology$1,326--$1,326
Fees for Services Accounting-$1,250-$1,250
Insurance-$935-$935
Office Expenses-$364-$364
Total Functional Expenses$51,878$5,118$0$56,996
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,017
Fundraising Gross Income$33,001
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$59,934$26,561$4,947$21,614
Event 2$6,440$6,440$806$5,634
Total Events$66,374$33,001$35,017$-2,016
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
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is reviewed by the treasurer and the officers of the organization prior to submission.

Form 990, Page 6, Part VI, Line 12C

Discussions regarding potential conflicts of interest are handled at regular board meetings. Resolution of possible conflicts are also handled at the board level.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

EIN
36-3844970
Phone
6308331457

Signing Officer

Name
Josh Bretl
Title
Treasurer
Phone
6308331457
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Klien
Formed
1992
Legal Domicile
Il
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
60

Preparer

Preparer
James a Clohessy CPA
Phone
6307822001
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The organization has approximately 60 volunteers that assist the organization in fufulling its stated charitable purpose.

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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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