Civic Intelligence

Ankeny Area Historical Society

EIN 42-1323760 • 501(c)3 • Ankeny, IA

Profile

To collect and secure artifacts and historical records representing Ankeny and surrounding communities for the purpose of preserving our American heritage.

PO Box 1111Ankeny, IA 50021

www.ankenyhistorical.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

45th percentile

1.1%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-47%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$725,061

Up $7,829 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$725,061

Up $7,829 (+1.1%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin62nd percentile

Revenue

Down

$80,967

Down $70,979 (-47%) from 2023

Expenses

Up

$72,093

Up $3,529 (+5.1%) from 2023

Net Income

Down

$8,874

Down $74,508 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $712,509Liabilities 2011: $0Net Assets 2011: $712,5092011Assets 2012: $709,250Liabilities 2012: $0Net Assets 2012: $709,2502012Assets 2013: $693,270Liabilities 2013: $0Net Assets 2013: $693,2702013Assets 2014: $678,625Liabilities 2014: $0Net Assets 2014: $678,6252014Assets 2015: $667,906Liabilities 2015: $0Net Assets 2015: $667,9062015Assets 2016: $658,466Liabilities 2016: $0Net Assets 2016: $658,4662016Assets 2017: $644,914Liabilities 2017: $0Net Assets 2017: $644,9142017Assets 2018: $629,099Liabilities 2018: $0Net Assets 2018: $629,0992018Assets 2019: $638,397Liabilities 2019: $0Net Assets 2019: $638,3972019Assets 2020: $651,578Liabilities 2020: $0Net Assets 2020: $651,5782020Assets 2021: $634,467Liabilities 2021: $0Net Assets 2021: $634,4672021Assets 2022: $633,850Liabilities 2022: $0Net Assets 2022: $633,8502022Assets 2023: $717,232Liabilities 2023: $0Net Assets 2023: $717,2322023Assets 2024: $725,061Liabilities 2024: $0Net Assets 2024: $725,0612024

Highlighted filing

2024

Assets$725,061
Liabilities$0
Net Assets$725,061
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $34,444Expenses 2011: $66,122Net Income 2011: -$31,6782011Revenue 2012: $42,546Expenses 2012: $45,805Net Income 2012: -$3,2592012Revenue 2013: $46,403Expenses 2013: $62,383Net Income 2013: -$15,9802013Revenue 2014: $37,141Expenses 2014: $51,786Net Income 2014: -$14,6452014Revenue 2015: $40,698Expenses 2015: $51,417Net Income 2015: -$10,7192015Revenue 2016: $41,956Expenses 2016: $51,396Net Income 2016: -$9,4402016Revenue 2017: $46,628Expenses 2017: $60,180Net Income 2017: -$13,5522017Revenue 2018: $49,900Expenses 2018: $65,715Net Income 2018: -$15,8152018Revenue 2019: $83,284Expenses 2019: $73,986Net Income 2019: $9,2982019Revenue 2020: $64,868Expenses 2020: $51,687Net Income 2020: $13,1812020Revenue 2021: $47,113Expenses 2021: $64,224Net Income 2021: -$17,1112021Revenue 2022: $63,917Expenses 2022: $64,534Net Income 2022: -$6172022Revenue 2023: $151,946Expenses 2023: $68,564Net Income 2023: $83,3822023Revenue 2024: $80,967Expenses 2024: $72,093Net Income 2024: $8,8742024

Highlighted filing

2024

Revenue$80,967
Expenses$72,093
Net Income$8,874
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$725,061
Liabilities
$0
Net assets
$725,061
Revenue
$80,967
Expenses
$72,093
Net income
$8,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.81$0.72$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$1.52$0.69$0.83
2022Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.64$0.65$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.47$0.64$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.65$0.52$0.13
2019Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.83$0.74$0.09
2018Summary only. Only limited summary data is available for this year.$6.29$0.00$6.29$0.50$0.66$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.47$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.42$0.51$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.41$0.51$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.37$0.52$0.15
2013Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.46$0.62$0.16
2012Summary only. Only limited summary data is available for this year.$7.09$0.00$7.09$0.43$0.46$0.03
2011Summary only. Only limited summary data is available for this year.$7.13$0.00$7.13$0.34$0.66$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$82,228
Mission and Program Overview

Mission

To collect and secure artifacts and historical records representing Ankeny and surrounding communities for the purpose of preserving our American heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$717,232$725,061▲ $7,829
Land, Buildings, and Equipment, Net$418,520$397,560▼ $20,960
Investments in Publicly Traded Securities-$104,112-
Cash and Non-Interest-Bearing Accounts$35,708$61,016▲ $25,308
Savings and Temporary Cash Investments$160,096$59,465▼ $100,631
Total Assets$717,232$725,061▲ $7,829
Other Assets Total$102,908$102,908→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$717,232$725,061▲ $7,829
Total Liabilities and Net Assets / Fund Balance$717,232$725,061▲ $7,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$397,560$413,950$811,510
Equipment$0$7,945$7,945
Other Land Buildings$0$6,956$6,956
Land$0--
Other Assets Org$102,908--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$0$102,500▲ $1,807-$104,112
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
JoAnn AdamsonCo-President
Lois O'DonnellCo-President
Carmine BoalVice-President
Asa HuttonDirector
Bob FontanaDirector
Janet WilleyDirector
Jason DukeDirector
Joe PittsDirector
Joey BeechDirector
Norman McClearyDirector
Rob LoganDirector
Sue DavidsonDirector
Rosemary TaylorSecretary
Jim NervigTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,634
Program Service Revenue
$0
Investment Income
$4,721
Other Revenue
$9,612
All Other Contributions
$52,837
Change in Net Assets
$8,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$62,132
Salaries, Compensation, and Employee Benefits$9,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$20,960$0$0$20,960
Other Salaries and Wages$9,224$0$0$9,224
Insurance$6,689$0$0$6,689
Occupancy$4,359$0$0$4,359
Other Expenses$1,478$0$0$1,478
Fees for Services Accounting$0$1,400$0$1,400
Office Expenses$1,365$0$0$1,365
Information Technology$1,362$0$0$1,362
All Other Expenses$883$377$0$1,260
Payroll Taxes$737$0$0$737
Advertising$311$0$0$311
Fees for Service Investment Mgmnt Fees$0$195$0$195
Total Functional Expenses$70,121$1,972$0$72,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,446
Fundraising Direct Expenses$1,261
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ankeny Area Historical Society
EIN
42-1323760
Phone
5159655795
Address
PO Box 1111, Ankeny, IA 50021

Signing Officer

Name
John Wolff
Title
Treasurer
Phone
5159655795
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JoAnn Adamson
Formed
1988
Legal Domicile
Ia
Voting Board Members
14
Independent Board Members
14
Employees
2
Volunteers
45

Preparer

Firm
RW Tax Advisors PC
Address
1255 N Ankeny Blvd Suite 103, Ankeny, IA 50023
Preparer
Andrew Rogers CPA
Phone
5159656995
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Asa Hutton (Director) and Rosemary Taylor (Director, Secretary) have a family relationship.”

Pt VI, Line 11B

“The Form 990 is provided to the board of directors before it is filed. The Form 990 is reviewed and signed by the organizations Treasurer.”

Pt VI, Line 15A

“The organization does not compensate any directors or officers.”

Pt VI, Line 15B

“The organization does not compensate any directors or officers.”

Pt VI, Line 19

“The organizations governing documents are available to the public upon request.”

Financial Statement Notes

Pt III, Line 4

“The organization maintains a collection of artifacts and historical records representing the city of Ankeny and the surrounding communities. The artifacts and records are displayed in a historical museum operated by the organization.”

Pt V, Line 4

“The organization intends to use the endowment funds in furtherance of its mission to preserve the history of Ankeny and surrounding communities, including operation of the historical museum.”

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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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