Civic Intelligence

Berrien County Historical Assn Inc.

990 • Fiscal year 2015 • EIN 38-6157771

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

Organization ProfileWWW.BERRIENHISTORY.ORG
313 N Cass StreetBerrien Springs, MI 49103

(269) 471-1202

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.85x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$186,432

Up $21,786 (+13%) from 2014

Net Assets

Up

$27,797

Up $17,433 (+168%) from 2014

Liabilities

Up

$158,635

Up $4,353 (+2.8%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin56th percentile

Revenue

Up

$285,372

Up $28,821 (+11%) from 2014

Expenses

Up

$267,939

Up $36,736 (+16%) from 2014

Net Income

Down

$17,433

Down $7,915 (-31%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $130,655Liabilities 2011: $157,226Net Assets 2011: -$26,5712011Assets 2012: $140,518Liabilities 2012: $152,887Net Assets 2012: -$12,3692012Assets 2013: $138,486Liabilities 2013: $153,526Net Assets 2013: -$15,0402013Assets 2014: $164,646Liabilities 2014: $154,282Net Assets 2014: $10,3642014Assets 2015: $186,432Liabilities 2015: $158,635Net Assets 2015: $27,7972015Assets 2016: $200,622Liabilities 2016: $145,124Net Assets 2016: $55,4982016Assets 2017: $203,980Liabilities 2017: $137,174Net Assets 2017: $66,8062017Assets 2018: $201,432Liabilities 2018: $124,996Net Assets 2018: $76,4362018Assets 2019: $173,074Liabilities 2019: $117,485Net Assets 2019: $55,5892019Assets 2020: $149,957Liabilities 2020: $105,389Net Assets 2020: $44,5682020Assets 2021: $157,848Liabilities 2021: $108,581Net Assets 2021: $49,2672021Assets 2022: $140,511Liabilities 2022: $104,739Net Assets 2022: $35,7722022Assets 2024: $196,293Liabilities 2024: $87,037Net Assets 2024: $109,2562024

Highlighted filing

2015

Assets$186,432
Liabilities$158,635
Net Assets$27,797
Open 2015 Filing

Operations Trend

Revenue Growth64th percentile

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

$400K$200K$0-$200KRevenue 2011: $223,393Expenses 2011: $208,567Net Income 2011: $14,8262011Revenue 2012: $231,955Expenses 2012: $217,901Net Income 2012: $14,0542012Revenue 2013: $210,386Expenses 2013: $213,307Net Income 2013: -$2,9212013Revenue 2014: $256,551Expenses 2014: $231,203Net Income 2014: $25,3482014Revenue 2015: $285,372Expenses 2015: $267,939Net Income 2015: $17,4332015Revenue 2016: $387,061Expenses 2016: $359,481Net Income 2016: $27,5802016Revenue 2017: $267,305Expenses 2017: $256,307Net Income 2017: $10,9982017Revenue 2018: $314,301Expenses 2018: $304,464Net Income 2018: $9,8372018Revenue 2019: $186,458Expenses 2019: $207,659Net Income 2019: -$21,2012019Revenue 2020: $155,229Expenses 2020: $166,477Net Income 2020: -$11,2482020Revenue 2021: $183,798Expenses 2021: $179,461Net Income 2021: $4,3372021Revenue 2022: $160,456Expenses 2022: $173,951Net Income 2022: -$13,4952022Revenue 2024: $263,256Expenses 2024: $178,239Net Income 2024: $85,0172024

Highlighted filing

2015

Revenue$285,372
Expenses$267,939
Net Income$17,433
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$285,372
Mission and Program Overview

Mission

The berrien county historical association operates the history center at courthouse square and collects, preserves and interprets the history of berrien county through exhibits, tours, publications, research, and educational and community outreach programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$123,626$133,328▲ $9,702
Cash and Non-Interest-Bearing Accounts$14,485$21,953▲ $7,468
Inventories for Sale or Use$16,263$16,733▲ $470
Land, Buildings, and Equipment, Net$7,725$11,442▲ $3,717
Accounts Receivable$636$613▼ $23
Prepaid Expenses and Deferred Charges-$510-
Total Assets$164,646$186,432▲ $21,786
Other Assets Total$1,911$1,853▼ $58
Liabilities
Other Liabilities$150,000$150,000→ $0
Accounts Payable and Accrued Expenses$4,282$4,535▲ $253
Deferred Revenue-$4,100-
Total Liabilities$154,282$158,635▲ $4,353
Net Assets / Fund Balance
Unrestricted Net Assets$7,339$24,062▲ $16,723
Temporarily Rstr Net Assets$1,640$2,495▲ $855
Permanently Rstr Net Assets$1,385$1,240▼ $145
Total Net Assets Fund Balance$10,364$27,797▲ $17,433
Total Liabilities and Net Assets / Fund Balance$164,646$186,432▲ $21,786

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,969$34,733$41,702
Leasehold Improvements$4,473$1,817$6,290

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,911-▼ $40-$1,853
2014$1,856-▲ $73$-18$1,911
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Robert SykoraPresident
Adam FennerDirector
Al ButzbaughDirector
John KamerDirector
Margaret PooleDirector
Robert NorrisDirector
Rebecca MaySecretary
Robert FeldmanTreasurer
Sara BellTreasurer
Gary CampbellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$139,791
Program Service Revenue
$145,258
Investment Income
$280
Other Revenue
$43
All Other Contributions
$30,533
Change in Net Assets
$17,433

Audited Revenue Reconciliation

Revenue per Audited Statements
$285,372
Total Revenue per Audited Statements
$285,372
Total Revenue per Form 990
$285,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,682
Salaries, Compensation, and Employee Benefits$123,257
Total Fundraising Expense$20,436
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$65,721$38,338$5,477$109,536
All Other Expenses$17,280$7,076$615$24,971
Payroll Taxes$6,269$3,999$540$10,808
Other Expenses$7,388$6,937$13,245$6,937
Depreciation Depletion-$2,300-$2,300
Pension Plan Contributions$1,291$753$108$2,152
Office Expenses$737$316$451$1,504
Other Employee Benefits-$761-$761
Total Functional Expenses$185,820$61,683$20,436$267,939

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$267,939
Total Expenses per Audited Statements$267,939
Total Expenses per Form 990$267,939
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Draw From County$150,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“All members have a vote in the election of the members of the governing board.”

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

“Decisions made by the board are subject to approval by members in accordance with the bylaws of the association.”

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

“Copy of this return was submitted to the president, treasurer, and executive director for corrections/review prior to submission to the irs and state.”

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

“On an annual basis, the board reviews the conflict of interest policy and requries board members' signature and disclosure, if applicable.”

Form 990, Page 6, Part VI, Line 15A

“The compensation and performance of the executive director is reviewed, evaluated, and approved annually by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Berrien County Historical
EIN
38-6157771
Phone
2694711202
Address
313 N CASS STREET, BERRIEN SPRINGS, MI 49103

Signing Officer

Name
Robert Feldman
Title
Treasurer
Phone
2694711202
Signed
2016-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Feldman
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
25

Preparer

Firm
Rendel Elie & Associates Plc
Address
1010 MAIN ST, SAINT JOSEPH, MI 49085-1462
Preparer
Lynda Elie CPA
Phone
2699831069
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The berrien county historical association operates the history center at courthouse square and collects, preserves and interprets the history of berrien county through exhibits, tours, publications, research, and educational and community outreach programs.”

Form 990, Page 2, Part III, Line 4D

“Museum & other activities - restore historical buildings and maintain archives and collections.”

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“In conformity with the practice generally followed by museums, no value is assigned to the collections in the statement of financial position. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries for lost or destroyed collection items are recognized as increases in the appropriate net asset class and are designated for future collection acquisitions.”

Schedule D, Page 2, Part III, Line 4

“The association's collections are made up of artifacts of historical significance, and art objects. Each of the items is cataloged for educational, research, scientific, and curatorial purposes and activities.”

Schedule D, Page 2, Part V, Line 4

“The general purpose of the endowment fund is to carry out the charitable purposes of the association.”

Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04282
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04535
IRS990/AccountsReceivableGrp/BOYAmt0636
IRS990/AccountsReceivableGrp/EOYAmt0613
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE BERRIEN COUNTY HISTORICAL ASSOCIATION OPERATES THE HISTORY CENTER AT COURTHOUSE SQUARE AND COLLECTS, PRESERVES AND INTERPRETS THE HISTORY OF BERRIEN COUNTY THROUGH EXHIBITS, TOURS, PUBLICATIONS, RESEARCH, AND EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS.
IRS990/AllOtherContributionsAmt030533
IRS990/AllOtherExpensesGrp/FundraisingAmt0615
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07076
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017280
IRS990/AllOtherExpensesGrp/TotalAmt024971
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0KATHY CYR
IRS990/BooksInCareOfDetail/PhoneNum02694711202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0313 N CASS
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERRIEN SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049103
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt014485
IRS990/CashNonInterestBearingGrp/EOYAmt021953
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0139791
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0280
IRS990/CYOtherExpensesAmt0144682
IRS990/CYOtherRevenueAmt043
IRS990/CYProgramServiceRevenueAmt0145258
IRS990/CYRevenuesLessExpensesAmt017433
IRS990/CYSalariesCompEmpBnftPaidAmt0123257
IRS990/CYTotalExpensesAmt0267939
IRS990/CYTotalFundraisingExpenseAmt020436
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0285372
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt04100
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02300
IRS990/DepreciationDepletionGrp/TotalAmt02300
IRS990/Desc0TOURS/EXHIBITS - EXHIBITS AND TOURS OF THE HISTORIC SITE AT COURTHOUSE SQUARE AND TOURS OF REGIONAL AND HISTORICAL NATIONAL SITES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt085518
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT SYKORA
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA BELL
IRS990/Form990PartVIISectionAGrp/PersonNm3AL BUTZBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN KAMER
IRS990/Form990PartVIISectionAGrp/PersonNm5REBECCA MAY
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT NORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm8MARGARET POOLE
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM FENNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0101978
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0285372
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt016263
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016733
IRS990/InvestmentIncomeGrp/ExclusionAmt0280
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0280
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036550
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07725
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011442
IRS990/LandBldgEquipCostOrOtherBssAmt047992
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt07280
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE BERRIEN COUNTY HISTORICAL ASSOCIATION OPERATES THE HISTORY CENTER AT COURTHOUSE SQUARE AND COLLECTS, PRESERVES AND INTERPRETS THE HISTORY OF BERRIEN COUNTY THROUGH EXHIBITS, TOURS, PUBLICATIONS, RESEARCH, AND EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010364
IRS990/NetAssetsOrFundBalancesEOYAmt027797
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt01300
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt0451
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0316
IRS990/OfficeExpensesGrp/ProgramServicesAmt0737
IRS990/OfficeExpensesGrp/TotalAmt01504
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01911
IRS990/OtherAssetsTotalGrp/EOYAmt01853
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0761
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0761
IRS990/OtherExpensesGrp/Desc0PROGRAMS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3LEGAL & ACCOUNTING
IRS990/OtherExpensesGrp/FundraisingAmt013245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01203
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16937
IRS990/OtherExpensesGrp/ProgramServicesAmt087134
IRS990/OtherExpensesGrp/ProgramServicesAmt17388
IRS990/OtherExpensesGrp/TotalAmt087134
IRS990/OtherExpensesGrp/TotalAmt113245
IRS990/OtherExpensesGrp/TotalAmt28591
IRS990/OtherExpensesGrp/TotalAmt36937
IRS990/OtherLiabilitiesGrp/BOYAmt0150000
IRS990/OtherLiabilitiesGrp/EOYAmt0150000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt043
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt043
IRS990/OtherRevenueTotalAmt043
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05477
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038338
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065721
IRS990/OtherSalariesAndWagesGrp/TotalAmt0109536
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0540
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03999
IRS990/PayrollTaxesGrp/ProgramServicesAmt06269
IRS990/PayrollTaxesGrp/TotalAmt010808
IRS990/PensionPlanContributionsGrp/FundraisingAmt0108
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0753
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01291
IRS990/PensionPlanContributionsGrp/TotalAmt02152
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01385
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01240
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0510
IRS990/PrincipalOfficerNm0ROBERT FELDMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAMS, TRIP, ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1GIFTSHOP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0137077
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18181
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0137077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18181
IRS990/ProgSrvcAccomActy2Grp/Desc0OUTREACH PROGRAMS - PRESENT PROGRAMS RELEVANT TO LOCAL HISTORY AT SCHOOLS, COLLEGES AND UNIVERSITIES. PROGRAMS ARE ALSO PRESENTED ON SITE FOR COMMUNITY GROUPS. RESEARCH ASSISTANCE IS ALSO OFFERED TO GENEALOGISTS, HISTORIANS AND STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05299
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08181
IRS990/ProgSrvcAccomActy3Grp/Desc0PUBLICATION - RESEARCH, AUTHOR, PUBLISH AND DISTRIBUTE BOOKS ABOUT BERRIEN COUNTY HISTORY FOR USE BY SCHOLARS, HISTORIANS, GENEALOGISTS, STUDENTS AND INTERESTED MEMBERS OF THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01617
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03201
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MUSEUM & OTHER ACTIVITIES - RESTORE HISTORICAL BUILDINGS AND MAINTAIN ARCHIVES AND COLLECTIONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt093386
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0150959
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0263
IRS990/PYOtherExpensesAmt0118090
IRS990/PYOtherRevenueAmt0652
IRS990/PYProgramServiceRevenueAmt0104677
IRS990/PYRevenuesLessExpensesAmt025348
IRS990/PYSalariesCompEmpBnftPaidAmt0113113
IRS990/PYTotalExpensesAmt0231203
IRS990/PYTotalRevenueAmt0256551
IRS990/ReconcilationRevenueExpnssAmt017433
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0132636
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0133328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0139791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0130871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126293
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0685638
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01939
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0145301
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct00.99730
IRS990ScheduleA/PublicSupportTotal170Amt0685638
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0139791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0150959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0130871
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126293
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0685638
IRS990ScheduleA/TotalSupportAmt0687577
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01911
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01853
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-40
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01856
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01911
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0-18
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06969
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034733
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041702
IRS990ScheduleD/ExpensesSubtotalAmt0267939
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04473
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01817
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DRAW FROM COUNTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueSubtotalAmt0285372
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN CONFORMITY WITH THE PRACTICE GENERALLY FOLLOWED BY MUSEUMS, NO VALUE IS ASSIGNED TO THE COLLECTIONS IN THE STATEMENT OF FINANCIAL POSITION. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES FOR LOST OR DESTROYED COLLECTION ITEMS ARE RECOGNIZED AS INCREASES IN THE APPROPRIATE NET ASSET CLASS AND ARE DESIGNATED FOR FUTURE COLLECTION ACQUISITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, AND ART OBJECTS. EACH OF THE ITEMS IS CATALOGED FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES AND ACTIVITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE GENERAL PURPOSE OF THE ENDOWMENT FUND IS TO CARRY OUT THE CHARITABLE PURPOSES OF THE ASSOCIATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011442
IRS990ScheduleD/TotalExpensesPerForm990Amt0267939
IRS990ScheduleD/TotalLiabilityAmt0150000
IRS990ScheduleD/TotalRevenuePerForm990Amt0285372
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0285372
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0267939
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BERRIEN COUNTY HISTORICAL ASSOCIATION OPERATES THE HISTORY CENTER AT COURTHOUSE SQUARE AND COLLECTS, PRESERVES AND INTERPRETS THE HISTORY OF BERRIEN COUNTY THROUGH EXHIBITS, TOURS, PUBLICATIONS, RESEARCH, AND EDUCATIONAL AND COMMUNITY OUTREACH PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MUSEUM & OTHER ACTIVITIES - RESTORE HISTORICAL BUILDINGS AND MAINTAIN ARCHIVES AND COLLECTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS HAVE A VOTE IN THE ELECTION OF THE MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS MADE BY THE BOARD ARE SUBJECT TO APPROVAL BY MEMBERS IN ACCORDANCE WITH THE BYLAWS OF THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPY OF THIS RETURN WAS SUBMITTED TO THE PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR FOR CORRECTIONS/REVIEW PRIOR TO SUBMISSION TO THE IRS AND STATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ON AN ANNUAL BASIS, THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AND REQURIES BOARD MEMBERS' SIGNATURE AND DISCLOSURE, IF APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION AND PERFORMANCE OF THE EXECUTIVE DIRECTOR IS REVIEWED, EVALUATED, AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01640
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02495
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0164646
IRS990/TotalAssetsEOYAmt0186432
IRS990/TotalAssetsGrp/BOYAmt0164646
IRS990/TotalAssetsGrp/EOYAmt0186432
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0139791
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020436
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061683
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185820
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267939
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0154282
IRS990/TotalLiabilitiesEOYAmt0158635
IRS990/TotalLiabilitiesGrp/BOYAmt0154282
IRS990/TotalLiabilitiesGrp/EOYAmt0158635
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010364
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027797
IRS990/TotalOtherProgSrvcExpenseAmt093386
IRS990/TotalProgramServiceExpensesAmt0185820
IRS990/TotalProgramServiceRevenueAmt0145258
IRS990/TotalRevenueGrp/ExclusionAmt0280
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0145301
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285372
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0164646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0186432
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$186,432
Liabilities
$158,635
Net assets
$27,797
Revenue
$285,372
Expenses
$267,939
Net income
$17,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.87$1.09$2.63$1.78$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.05$0.36$1.60$1.74$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$1.09$0.49$1.84$1.79$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.05$0.45$1.55$1.66$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$1.17$0.56$1.86$2.08$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$1.25$0.76$3.14$3.04$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$1.37$0.67$2.67$2.56$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.45$0.55$3.87$3.59$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.86$1.59$0.28$2.85$2.68$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.65$1.54$0.10$2.57$2.31$0.25
2013Summary only. Only limited summary data is available for this year.$1.38$1.54$0.15$2.10$2.13$0.03
2012Summary only. Only limited summary data is available for this year.$1.41$1.53$0.12$2.32$2.18$0.14
2011Summary only. Only limited summary data is available for this year.$1.31$1.57$0.27$2.23$2.09$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits