Civic Intelligence

John Whitmer Historical Association

990EZ • Fiscal year 2016 • EIN 42-1149665

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

PO Box 496Independence, MO 64051

(816) 738-9342

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$33,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

33%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$422,805

Up $55,860 (+15%) from 2015

Net Assets

Up

$422,805

Up $55,860 (+15%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$144,635

Up $35,949 (+33%) from 2015

Expenses

Down

$88,775

Down $37,036 (-29%) from 2015

Net Income

Up

$55,860

Up $72,985 (+426%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $306,112Liabilities 2011: $02011Assets 2012: $343,906Liabilities 2012: $02012Assets 2013: $358,699Liabilities 2013: $0Net Assets 2013: $358,6992013Assets 2014: $384,070Liabilities 2014: $0Net Assets 2014: $384,0702014Assets 2015: $366,945Liabilities 2015: $0Net Assets 2015: $366,9452015Assets 2016: $422,805Net Assets 2016: $422,8052016Assets 2017: $522,584Liabilities 2017: $924Net Assets 2017: $521,6602017Assets 2018: $480,816Liabilities 2018: $0Net Assets 2018: $480,8162018Assets 2019: $582,075Liabilities 2019: $0Net Assets 2019: $582,0752019Assets 2020: $633,964Liabilities 2020: $0Net Assets 2020: $633,9642020Assets 2021: $717,011Liabilities 2021: $0Net Assets 2021: $717,0112021Assets 2022: $608,224Liabilities 2022: $0Net Assets 2022: $608,2242022Assets 2023: $692,546Liabilities 2023: $0Net Assets 2023: $692,5462023

Highlighted filing

2016

Assets$422,805
Liabilities-
Net Assets$422,805

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $56,084Expenses 2011: $10,364Net Income 2011: $45,7202011Revenue 2012: $64,140Expenses 2012: $41,620Net Income 2012: $22,5202012Revenue 2013: $97,971Expenses 2013: $83,179Net Income 2013: $14,7922013Revenue 2014: $108,288Expenses 2014: $82,917Net Income 2014: $25,3712014Revenue 2015: $108,686Expenses 2015: $125,811Net Income 2015: -$17,1252015Revenue 2016: $144,635Expenses 2016: $88,775Net Income 2016: $55,8602016Revenue 2017: $136,068Expenses 2017: $107,132Net Income 2017: $28,9362017Revenue 2018: $134,429Expenses 2018: $110,584Net Income 2018: $23,8452018Revenue 2019: $147,983Expenses 2019: $124,095Net Income 2019: $23,8882019Revenue 2020: $113,673Expenses 2020: $79,354Net Income 2020: $34,3192020Revenue 2021: $114,938Expenses 2021: $77,389Net Income 2021: $37,5492021Revenue 2022: $161,473Expenses 2022: $158,276Net Income 2022: $3,1972022Revenue 2023: $131,694Expenses 2023: $123,213Net Income 2023: $8,4812023

Highlighted filing

2016

Revenue$144,635
Expenses$88,775
Net Income$55,860
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$154,441
Mission and Program Overview

Mission

To promote interest in latter day saint history, especially the history of the community of christ. To stimulate scholarly research and publication in the field of latter day saint history. To facilitate communication among scholars of latter day saint history and provide an institutional vehicle for the dissemination of the fruits of scholarly research to members of the latter day saint churches and other interested persons.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O-$69,418
PUBLISH NEWSLETTER TWICE A YEAR TO INFORM MEMBERS ABOUT THE ASSOCIATION, AS WELL AS, PROVIDING ARTICLES ABOUT BROADER TOPICS IN LATTER DAY SAINT HISTORY.--
SEE SCHEDULE O--
SEE SCHEDULE O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERYLE GRINTERExecutive DirectorPT$33,000-$33,000
SHARON WOODDirector-$0--
BILL RUSSELLDirectorPT$0--
JILL BRIMDirector-$0--
RACHEL KILLEBREWDirector-$0--
RICHARD MOOREDirector-$0--
DAN WHITTEMOREDirector-$0--
ERIN METCALFEImmediate Past President-$0--
CHRISTIN MACKAYTreasurer-$0--
BRIAN HALESPresidentPT$0--
PETER JUDDPresident ElectPT$0--
LACHLAN MACKAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
John Whitmer Historical Association
EIN
42-1149665
Phone
8167389342
Address
PO BOX 496, INDEPENDENCE, MO 64051

Signing Officer

Name
Christin Mackay
Title
Treasurer
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Mogg & Associates LLC
Address
5564 S Prince St Ste 7, Littleton, CO 80120
Preparer
Bryan D Mogg
Phone
7204680282
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

SEE SCHEDULE O Grants and allocations 0, Program service expenses 0

Form 990-EZ, Part I, Line 8, Other Revenue

ADVERTISING 900

Form 990-EZ, Part I, Line 8, Other Revenue

Net unrealized gains 37,108

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 34,046

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 640

Form 990-EZ, Part I, Line 16, Other Expenses

Investment advisory fees 2,766

Form 990-EZ, Part II, Line 24, Other Assets

ENDOWMENT FUND Beginning of year 97,891, End of year 108,737

Form 990-EZ, Part II, Line 24, Other Assets

INVESTMENT FUND Beginning of year 251,071, End of year 303,960

Form 990-EZ, Part III, Line 28

Primary exempt purpose - to promote interest in latter day saint history, especially the history of the community of christ. To stimulate scholarly research and publication in the field of latter day saint history. To facilitate communication among scholars of latter day saint history and provide an institutional vehicle for the dissemination of the fruits of scholarly research to members of the latter day saint churches and other interested persons.

Form 990-EZ, Part III, Line 28

Publish two annual peer-reviewed journals containing the lastest research in the field of latter day saint history, as well as, reviews of recently published books in the field. The journal is the primary benefit of membership in the organization.

Form 990-EZ, Part III, Line 30

Hold annual meeting where scholarly papers on latter day saint history are presented and discussed. In addition, the association presents annual awards, invites distinguished scholars to address the conference, hold its board and general business meetings and conduct tours of nearby historic sites. A spring banquet is held in conjunction with the community of christ seminary and sunstone.

Form 990-EZ, Part III, Line 31

At its annual conference, the association gives awards for best book and best article and, when appropriate, gives lifetime achievement awards and other special awards to scholars in the field. Provides students with travel scholarships to attend the annual conference with the goal of bringing new people into the association and into the study of latter day saint history.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE O Grants and allocations 0, Program service expenses 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING 900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NET UNREALIZED GAINS 37,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, conventions, and meetings 34,046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INVESTMENT ADVISORY FEES 2,766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ENDOWMENT FUND Beginning of year 97,891, End of year 108,737
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INVESTMENT FUND Beginning of year 251,071, End of year 303,960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRIMARY EXEMPT PURPOSE - TO PROMOTE INTEREST IN LATTER DAY SAINT HISTORY, ESPECIALLY THE HISTORY OF THE COMMUNITY OF CHRIST. TO STIMULATE SCHOLARLY RESEARCH AND PUBLICATION IN THE FIELD OF LATTER DAY SAINT HISTORY. TO FACILITATE COMMUNICATION AMONG SCHOLARS OF LATTER DAY SAINT HISTORY AND PROVIDE AN INSTITUTIONAL VEHICLE FOR THE DISSEMINATION OF THE FRUITS OF SCHOLARLY RESEARCH TO MEMBERS OF THE LATTER DAY SAINT CHURCHES AND OTHER INTERESTED PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUBLISH TWO ANNUAL PEER-REVIEWED JOURNALS CONTAINING THE LASTEST RESEARCH IN THE FIELD OF LATTER DAY SAINT HISTORY, AS WELL AS, REVIEWS OF RECENTLY PUBLISHED BOOKS IN THE FIELD. THE JOURNAL IS THE PRIMARY BENEFIT OF MEMBERSHIP IN THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10HOLD ANNUAL MEETING WHERE SCHOLARLY PAPERS ON LATTER DAY SAINT HISTORY ARE PRESENTED AND DISCUSSED. IN ADDITION, THE ASSOCIATION PRESENTS ANNUAL AWARDS, INVITES DISTINGUISHED SCHOLARS TO ADDRESS THE CONFERENCE, HOLD ITS BOARD AND GENERAL BUSINESS MEETINGS AND CONDUCT TOURS OF NEARBY HISTORIC SITES. A SPRING BANQUET IS HELD IN CONJUNCTION WITH THE COMMUNITY OF CHRIST SEMINARY AND SUNSTONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AT ITS ANNUAL CONFERENCE, THE ASSOCIATION GIVES AWARDS FOR BEST BOOK AND BEST ARTICLE AND, WHEN APPROPRIATE, GIVES LIFETIME ACHIEVEMENT AWARDS AND OTHER SPECIAL AWARDS TO SCHOLARS IN THE FIELD. PROVIDES STUDENTS WITH TRAVEL SCHOLARSHIPS TO ATTEND THE ANNUAL CONFERENCE WITH THE GOAL OF BRINGING NEW PEOPLE INTO THE ASSOCIATION AND INTO THE STUDY OF LATTER DAY SAINT HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8, Other Revenue
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part III, Line 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part III, Line 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part III, Line 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREIMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN WHITMER HISTORICAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0421149665
ReturnHeader/Filer/PhoneNum08167389342
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 496
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064051
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F81DAE3487C8D0D0561C62D380E222165369C1E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07F81DAE3487C8D0D0561C62D380E222165369C1E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.44.178
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:55:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mogg & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05564 S Prince St Ste 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080120
ReturnHeader/PreparerPersonGrp/PhoneNum07204680282
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan D Mogg
ReturnHeader/ReturnTs02017-05-05T02:25:17-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.93$0.00$6.93$1.32$1.23$0.08
2022Summary only. Only limited summary data is available for this year.$6.08$0.00$6.08$1.61$1.58$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.00$7.17$1.15$0.77$0.38
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.00$6.34$1.14$0.79$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$1.48$1.24$0.24
2018Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$1.34$1.11$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.01$5.22$1.36$1.07$0.29
2016Detailed filing. Detailed filing data is available for this year.$4.23$4.23$1.45$0.89$0.56
2015Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$1.09$1.26$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$1.08$0.83$0.25
2013Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.98$0.83$0.15
2012Summary only. Only limited summary data is available for this year.$3.44$0.00$0.64$0.42$0.23
2011Summary only. Only limited summary data is available for this year.$3.06$0.00$0.56$0.10$0.46