Civic Intelligence

Jackson County Historical Society

990EZ • Fiscal year 2019 • EIN 41-1250353

Dec 01, 2018 to Nov 30, 2019 • Filed on Jan 09, 2020

Organization ProfileN/A
PO Box 238Lakefield, MN 56150-0238

(507) 662-5505

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$169,082

Up $22,162 (+15%) from 2018

Net Assets

Up

$167,485

Up $22,096 (+15%) from 2018

Liabilities

Up

$1,597

Up $66 (+4.3%) from 2018

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin82nd percentile

Revenue

Up

$80,674

Up $21,516 (+36%) from 2018

Expenses

Down

$58,578

Down $2,210 (-3.6%) from 2018

Net Income

Up

$22,096

Up $23,726 (+1456%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2011: $92,695Liabilities 2011: $1,4562011Assets 2012: $106,261Liabilities 2012: $1,5402012Assets 2013: $110,715Liabilities 2013: $1,572Net Assets 2013: $109,1432013Assets 2014: $81,232Liabilities 2014: $1,466Net Assets 2014: $79,7662014Assets 2015: $86,279Liabilities 2015: $1,9712015Assets 2016: $140,517Liabilities 2016: $1,716Net Assets 2016: $138,8012016Assets 2017: $148,773Liabilities 2017: $1,7542017Assets 2018: $146,920Liabilities 2018: $1,531Net Assets 2018: $145,3892018Assets 2019: $169,082Liabilities 2019: $1,597Net Assets 2019: $167,4852019Assets 2020: $207,664Liabilities 2020: $1,583Net Assets 2020: $206,0812020Assets 2021: $302,399Liabilities 2021: $92021Assets 2022: $302,273Liabilities 2022: $4,058Net Assets 2022: $298,2152022Assets 2023: $293,992Liabilities 2023: $5,4452023

Highlighted filing

2019

Assets$169,082
Liabilities$1,597
Net Assets$167,485
Open 2019 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $63,911Expenses 2011: $89,040Net Income 2011: -$25,1292011Revenue 2012: $74,292Expenses 2012: $60,810Net Income 2012: $13,4822012Revenue 2013: $64,003Expenses 2013: $59,581Net Income 2013: $4,4222013Revenue 2014: $65,375Expenses 2014: $94,752Net Income 2014: -$29,3772014Revenue 2015: $84,869Expenses 2015: $80,327Net Income 2015: $4,5422015Revenue 2016: $67,139Expenses 2016: $65,137Net Income 2016: $2,0022016Revenue 2017: $76,405Expenses 2017: $62,754Net Income 2017: $13,6512017Revenue 2018: $59,158Expenses 2018: $60,788Net Income 2018: -$1,6302018Revenue 2019: $80,674Expenses 2019: $58,578Net Income 2019: $22,0962019Revenue 2020: $101,584Expenses 2020: $56,634Net Income 2020: $44,9502020Revenue 2021: $154,643Expenses 2021: $58,334Net Income 2021: $96,3092021Revenue 2022: $76,623Expenses 2022: $80,798Net Income 2022: -$4,1752022Revenue 2023: $96,936Expenses 2023: $106,604Net Income 2023: -$9,6682023

Highlighted filing

2019

Revenue$80,674
Expenses$58,578
Net Income$22,096
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Jan 9, 2020
Return Version
2018v3.1
Gross Receipts
$80,674
Mission and Program Overview

Mission

County historical society

Program Services

DescriptionGrantsExpenses
PRESERVE ARTIFACTS PHOTOGRAPHS AND DOCUMENTS RELATED TO THE HISTORY OF JACKSON COUNTY MN ALL PRESENT AND PAST RESIDENTS OF JACKSON COUNTY & DESCENDENTS WILL BENEFIT--
RESEARCH GENEALOGY GENEALOGICAL RESEARCH WE RESEARCH INFORMATION FOR ABOUT 150 PEOPLE PER YEAR FOR WHICH THEY AND ALL THEIR FAMILIES BENEFIT--
RESEARCH FOR OTHER AUTHORS FOR THEIR PUBLICATIONS--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK TITUSVice President-$0--
HENNAN ROSTPresident-$0--
MICHAEL KIRCHMEIERExecutive DirmanagerFT$0--
PAT SONTAGDirector-$0--
PAULA BARGFREDEDirector-$0--
RICHARD ERICKSONDirector-$0--
SEDRICK BORSGARDDirector-$0--
GWEN FLEACEDirector-$0--
DEE EMMERICHSecretary-$0--
RANDY WINTERDirector-$0--
SHERRY SCHOEWEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jackson County Historical Society
EIN
41-1250353
Address
PO BOX 238, LAKEFIELD, MN 56150-0238

Signing Officer

Name
John Hay
Title
Treasurer
Phone
5076625505
Signed
2020-01-09
Discuss with paid preparer
No

Preparer

Firm
Marjorie L Olmem CPA Ltd
Address
PO BOX 416, Lakefield, MN 56150-0416
Preparer
Marjorie L Olmem
Phone
5076626636
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountinsurance refund dividend 1,296”

Description of other expenses Part I line 16

“Description amountadvertising 2,224mileage 1,614miscellaneous expenses 361capital improvements 1,630payroll taxes 2,345subscriptions and memberships 496depreciation 1,853”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable 0 99payroll tax liability 1,503 1,462sales tax liability 28 36”

Raw XML Appendix176 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
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IRS990EZ/GrossSalesOfInventoryAmt0523
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt0157
IRS990EZ/LandAndBuildingsGrp/BOYAmt054956
IRS990EZ/LandAndBuildingsGrp/EOYAmt053103
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03415
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145389
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0167485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145389
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0167485
IRS990EZ/OccupancyRentUtltsAndMaintAmt013257
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK TITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HENNAN ROST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL KIRCHMEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAT SONTAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAULA BARGFREDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SEDRICK BORSGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GWEN FLEACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEE EMMERICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RANDY WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SHERRY SCHOEWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRMANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt010523
IRS990EZ/OtherRevenueTotalAmt01296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0COUNTY HISTORICAL SOCIETY
IRS990EZ/PrintingPublicationsPostageAmt0966
IRS990EZ/ProgramServiceRevenueAmt051000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE ARTIFACTS PHOTOGRAPHS AND DOCUMENTS RELATED TO THE HISTORY OF JACKSON COUNTY MN ALL PRESENT AND PAST RESIDENTS OF JACKSON COUNTY & DESCENDENTS WILL BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RESEARCH GENEALOGY GENEALOGICAL RESEARCH WE RESEARCH INFORMATION FOR ABOUT 150 PEOPLE PER YEAR FOR WHICH THEY AND ALL THEIR FAMILIES BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2RESEARCH FOR OTHER AUTHORS FOR THEIR PUBLICATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033313
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01531
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01597
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058578
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt080674
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINSURANCE REFUND DIVIDEND 1,296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTADVERTISING 2,224MILEAGE 1,614MISCELLANEOUS EXPENSES 361CAPITAL IMPROVEMENTS 1,630PAYROLL TAXES 2,345SUBSCRIPTIONS AND MEMBERSHIPS 496DEPRECIATION 1,853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS PAYABLE 0 99PAYROLL TAX LIABILITY 1,503 1,462SALES TAX LIABILITY 28 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05076625505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0411250353
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 238
ReturnHeader/Filer/USAddress/CityNm0LAKEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0561500238
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-03-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.225.34.177
ReturnHeader/FilingSecurityInformation/IPDt02020-03-20
ReturnHeader/FilingSecurityInformation/IPTm007:04:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411998322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARJORIE L OLMEM CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 416
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lakefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0561500416
ReturnHeader/PreparerPersonGrp/PhoneNum05076626636
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE L OLMEM
ReturnHeader/ReturnTs02020-03-20T07:03:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,082
Liabilities
$1,597
Net assets
$167,485
Revenue
$80,674
Expenses
$58,578
Net income
$22,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.05$0.97$1.07$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.04$2.98$0.77$0.81$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$1.55$0.58$0.96
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.08$0.02$2.06$1.02$0.57$0.45
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.02$1.67$0.81$0.59$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$0.59$0.61$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.02$0.76$0.63$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.02$1.39$0.67$0.65$0.02
2015Summary only. Only limited summary data is available for this year.$0.86$0.02$0.85$0.80$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.65$0.95$0.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.11$0.02$1.09$0.64$0.60$0.04
2012Summary only. Only limited summary data is available for this year.$1.06$0.02$0.74$0.61$0.13
2011Summary only. Only limited summary data is available for this year.$0.93$0.01$0.64$0.89$0.25