Civic Intelligence

Rochester Avon Hist Society Inc.

990EZ • Fiscal year 2017 • EIN 38-2607880

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 17, 2017

PO Box 783Rochester, MI 48308

(586) 201-2285

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

81st percentile

25%

Higher net margin than 81% 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

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

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

Revenue Growth

39th percentile

-5.9%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Up

$38,757

Up $5,578 (+17%) from 2016

Net Assets

Up

$38,757

Up $5,578 (+17%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$21,927

Down $1,372 (-5.9%) from 2016

Expenses

Down

$16,350

Down $326 (-2.0%) from 2016

Net Income

Down

$5,577

Down $1,046 (-16%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $20,947Net Assets 2011: $20,9472011Assets 2012: $23,720Liabilities 2012: $500Net Assets 2012: $23,2202012Assets 2013: $36,287Liabilities 2013: $0Net Assets 2013: $36,2872013Assets 2014: $31,996Liabilities 2014: $0Net Assets 2014: $31,9962014Assets 2015: $26,563Liabilities 2015: $0Net Assets 2015: $26,5632015Assets 2016: $33,179Liabilities 2016: $0Net Assets 2016: $33,1792016Assets 2017: $38,757Liabilities 2017: $0Net Assets 2017: $38,7572017Assets 2018: $45,556Liabilities 2018: $0Net Assets 2018: $45,5562018Assets 2019: $45,772Liabilities 2019: $0Net Assets 2019: $45,7722019Assets 2020: $51,597Liabilities 2020: $0Net Assets 2020: $51,5972020Assets 2021: $51,076Liabilities 2021: $0Net Assets 2021: $51,0762021

Highlighted filing

2017

Assets$38,757
Liabilities$0
Net Assets$38,757

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $21,825Expenses 2011: $17,703Net Income 2011: $4,1222011Revenue 2012: $16,906Expenses 2012: $14,635Net Income 2012: $2,2712012Revenue 2013: $44,103Expenses 2013: $31,034Net Income 2013: $13,0692013Revenue 2014: $25,687Expenses 2014: $29,977Net Income 2014: -$4,2902014Revenue 2015: $25,159Expenses 2015: $30,592Net Income 2015: -$5,4332015Revenue 2016: $23,299Expenses 2016: $16,676Net Income 2016: $6,6232016Revenue 2017: $21,927Expenses 2017: $16,350Net Income 2017: $5,5772017Revenue 2018: $19,715Expenses 2018: $12,916Net Income 2018: $6,7992018Revenue 2019: $9,482Expenses 2019: $9,266Net Income 2019: $2162019Revenue 2020: $13,506Expenses 2020: $7,681Net Income 2020: $5,8252020Revenue 2021: $7,677Expenses 2021: $8,198Net Income 2021: -$5212021

Highlighted filing

2017

Revenue$21,927
Expenses$16,350
Net Income$5,577
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 17, 2017
Return Version
2016v3.0
Gross Receipts
$21,927
Mission and Program Overview

Mission

The society's major function is to discover, collect and purchase and maintain any material, structures or artifacts which may help to establish or illustrate the history of the greater rochester area.

Program Services

DescriptionGrantsExpenses
FUNDS ARE RAISED VIA PROGRAMS SUCH AS SALES OF HISTORICAL BOOKS AND OTHER ITEMS, (MUGS, T-SHIRTS, GAMES) OF A HISTORICAL NATURE AT THE VAN HOOSEN FARMS, ADDITIONALLY, PROGRAMS SUCH AS CEMENTARY WALKS, APPRAISAL DAY AND HERITAGE FESTIVAL BOOTH ARE USED TO RAISE FUNDS FOR USE TOWARDS UPKEEP AND REPAIR OF THE VARIOUS HISTORICAL BUILDINGS, SURREY AND SITE OWNED BY THE ORGANIZATION TO PRESERVE THE HISTORY OF THE ROCHESTER AREA.-$16,350
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-Vice Preside-$0--
-VP - Develop-$0--
-TreasurerPT$0--
-Recording Se-$0--
HOLLY BLEDSOECorrespondin-$0--
-Board Member-$0--
-Board Member-$0--
-Board Member-$0--
TIFFANY STOZICKIBoard Member-$0--
JANET POTTENBoard Member-$0--
BARD BATESBoard Member-$0--
MARY HOWARTHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rochester-avon Historical
EIN
38-2607880
Address
PO BOX 783, ROCHESTER, MI 48308

Signing Officer

Name
Cary Downer
Title
Treasurer
Signed
2017-08-17

Preparer

Firm
Marie a Jakubiak & Associates Pc
Address
30100 TELEGRAPH RD STE 260, BINGHAM FARMS, MI 48025-4562
Preparer
Marie a Jakubiak
Phone
2485943034
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Tours, book and trinket sal speakers 75 notices/postage 1,681 administrative costs/supp 2,681 accounting 295 insurance/bond 2,073 sales tax on direct sales 292 miscellaneous 2,404 website mtnce 1,722 surry mtnce 500 non profit contrib 500 cost of goods sold 4,127 total 16,350

Form 990-ez, Part III

The society's major function is to discover, collect and purchase and maintain any material, structures or artifacts which may help to establish or illustrate the history of the greater rochester area.

Form 990-ez, Part III, Line 28

Funds are raised via programs such as sales of historical books and other items, (mugs, t-shirts, games) of a historical nature at the van hoosen farms, additionally, programs such as cementary walks, appraisal day and heritage festival booth are used to raise funds for use towards upkeep and repair of the various historical buildings, surrey and site owned by the organization to preserve the history of the rochester area.

Raw XML Appendix188 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/BooksInCareOfDetail/PhoneNum05862012285
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0788 BIRCHWOOD CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1CAROL TOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2THOMAS BLEDSOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3CARY DOWNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4JUNE HOPALUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5MARGARET BARTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt6BREE BOETTNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt0BRIAN DUNPHY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt3CARY DOWNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt4JUNE HOPALUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt5MARGARET BARTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine2Txt6BREE BOETTNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLY BLEDSOE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP - DEVELOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016350
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY'S MAJOR FUNCTION IS TO DISCOVER, COLLECT AND PURCHASE AND MAINTAIN ANY MATERIAL, STRUCTURES OR ARTIFACTS WHICH MAY HELP TO ESTABLISH OR ILLUSTRATE THE HISTORY OF THE GREATER ROCHESTER AREA.
IRS990EZ/ProgramServiceRevenueAmt012565
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE RAISED VIA PROGRAMS SUCH AS SALES OF HISTORICAL BOOKS AND OTHER ITEMS, (MUGS, T-SHIRTS, GAMES) OF A HISTORICAL NATURE AT THE VAN HOOSEN FARMS, ADDITIONALLY, PROGRAMS SUCH AS CEMENTARY WALKS, APPRAISAL DAY AND HERITAGE FESTIVAL BOOTH ARE USED TO RAISE FUNDS FOR USE TOWARDS UPKEEP AND REPAIR OF THE VARIOUS HISTORICAL BUILDINGS, SURREY AND SITE OWNED BY THE ORGANIZATION TO PRESERVE THE HISTORY OF THE ROCHESTER AREA.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022469
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045108
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0993
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0283
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012820
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt018880
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt080530
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0140175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TOURS, BOOK AND TRINKET SAL SPEAKERS 75 NOTICES/POSTAGE 1,681 ADMINISTRATIVE COSTS/SUPP 2,681 ACCOUNTING 295 INSURANCE/BOND 2,073 SALES TAX ON DIRECT SALES 292 MISCELLANEOUS 2,404 WEBSITE MTNCE 1,722 SURRY MTNCE 500 NON PROFIT CONTRIB 500 COST OF GOODS SOLD 4,127 TOTAL 16,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY'S MAJOR FUNCTION IS TO DISCOVER, COLLECT AND PURCHASE AND MAINTAIN ANY MATERIAL, STRUCTURES OR ARTIFACTS WHICH MAY HELP TO ESTABLISH OR ILLUSTRATE THE HISTORY OF THE GREATER ROCHESTER AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUNDS ARE RAISED VIA PROGRAMS SUCH AS SALES OF HISTORICAL BOOKS AND OTHER ITEMS, (MUGS, T-SHIRTS, GAMES) OF A HISTORICAL NATURE AT THE VAN HOOSEN FARMS, ADDITIONALLY, PROGRAMS SUCH AS CEMENTARY WALKS, APPRAISAL DAY AND HERITAGE FESTIVAL BOOTH ARE USED TO RAISE FUNDS FOR USE TOWARDS UPKEEP AND REPAIR OF THE VARIOUS HISTORICAL BUILDINGS, SURREY AND SITE OWNED BY THE ORGANIZATION TO PRESERVE THE HISTORY OF THE ROCHESTER AREA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY DOWNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHESTER-AVON HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0382607880
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 783
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048308
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EE8956817CA1491E68B020A53D3BA51F4D41516
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01132F737BAC3FC8143A511C63C19C0D57F8AF19D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331147859
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARIE A JAKUBIAK & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030100 TELEGRAPH RD STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BINGHAM FARMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480254562
ReturnHeader/PreparerPersonGrp/PhoneNum02485943034
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIE A JAKUBIAK
ReturnHeader/ReturnTs02017-10-04T11:45:52-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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