Civic Intelligence

The Community Historical Society

EIN 42-6101836 • 501(c)3 • Maxwell, IA

Profile

Preservation of historical artifacts

PO Box 238Maxwell, IA 50161-8546
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

90th percentile

51%

Higher net margin than 90% 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

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

91st percentile

101%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$622,078

Up $36,959 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$622,078

Up $36,959 (+6.3%) from 2023

Revenue

Up

$72,254

Up $36,256 (+101%) from 2023

Expenses

Down

$35,295

Down $87 (-0.2%) from 2023

Net Income

Up

$36,959

Up $36,343 (+5900%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $595,330Liabilities 2011: $0Net Assets 2011: $595,3302011Assets 2012: $582,708Liabilities 2012: $0Net Assets 2012: $582,7082012Assets 2013: $705,435Liabilities 2013: $114,924Net Assets 2013: $590,5112013Assets 2014: $607,784Liabilities 2014: $8,600Net Assets 2014: $599,1842014Assets 2015: $683,218Liabilities 2015: $1,659Net Assets 2015: $681,5592015Assets 2016: $695,214Liabilities 2016: $947Net Assets 2016: $694,2672016Assets 2017: $713,402Liabilities 2017: $0Net Assets 2017: $713,4022017Assets 2018: $552,361Liabilities 2018: $0Net Assets 2018: $552,3612018Assets 2019: $628,024Liabilities 2019: $0Net Assets 2019: $628,0242019Assets 2020: $616,225Liabilities 2020: $0Net Assets 2020: $616,2252020Assets 2021: $660,107Liabilities 2021: $0Net Assets 2021: $660,1072021Assets 2022: $584,559Liabilities 2022: $0Net Assets 2022: $584,5592022Assets 2023: $585,119Liabilities 2023: $0Net Assets 2023: $585,1192023Assets 2024: $622,078Liabilities 2024: $0Net Assets 2024: $622,0782024

Highlighted filing

2024

Assets$622,078
Liabilities$0
Net Assets$622,078

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $32,140Expenses 2011: $30,075Net Income 2011: $2,0652011Revenue 2012: $22,081Expenses 2012: $33,485Net Income 2012: -$11,4042012Revenue 2013: $33,677Expenses 2013: $25,874Net Income 2013: $7,8032013Revenue 2014: $52,565Expenses 2014: $47,254Net Income 2014: $5,3112014Revenue 2015: $49,000Expenses 2015: $32,529Net Income 2015: $16,4712015Revenue 2016: $38,427Expenses 2016: $32,022Net Income 2016: $6,4052016Revenue 2017: $114,387Expenses 2017: $33,358Net Income 2017: $81,0292017Revenue 2018: $54,855Expenses 2018: $52,800Net Income 2018: $2,0552018Revenue 2019: $48,781Expenses 2019: $50,940Net Income 2019: -$2,1592019Revenue 2020: $97,420Expenses 2020: $114,347Net Income 2020: -$16,9272020Revenue 2021: $29,594Expenses 2021: $25,428Net Income 2021: $4,1662021Revenue 2022: $24,853Expenses 2022: $41,866Net Income 2022: -$17,0132022Revenue 2023: $35,998Expenses 2023: $35,382Net Income 2023: $6162023Revenue 2024: $72,254Expenses 2024: $35,295Net Income 2024: $36,9592024

Highlighted filing

2024

Revenue$72,254
Expenses$35,295
Net Income$36,959

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.72$0.35$0.37
2023Summary only. Only limited summary data is available for this year.$5.85$0.00$5.85$0.36$0.35$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.25$0.42$0.17
2021Summary only. Only limited summary data is available for this year.$6.60$0.00$6.60$0.30$0.25$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.97$1.14$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.49$0.51$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.55$0.53$0.02
2017Summary only. Only limited summary data is available for this year.$7.13$0.00$7.13$1.14$0.33$0.81
2016Summary only. Only limited summary data is available for this year.$6.95$0.01$6.94$0.38$0.32$0.06
2015Summary only. Only limited summary data is available for this year.$6.83$0.02$6.82$0.49$0.33$0.16
2014Summary only. Only limited summary data is available for this year.$6.08$0.09$5.99$0.53$0.47$0.05
2013Summary only. Only limited summary data is available for this year.$7.05$1.15$5.91$0.34$0.26$0.08
2012Summary only. Only limited summary data is available for this year.$5.83$0.00$5.83$0.22$0.33$0.11
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$5.95$0.32$0.30$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.0
Gross Receipts
$713,923
Mission and Program Overview

Mission

Perservation of historical arifacts

Preservation of historical artifacts

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$585,119$622,078▲ $36,959
Investments Program Related$521,757$563,294▲ $41,537
Land, Buildings, and Equipment, Net$37,187$38,281▲ $1,094
Cash and Non-Interest-Bearing Accounts$26,175$20,503▼ $5,672
Total Assets$585,119$622,078▲ $36,959
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$585,119$622,078▲ $36,959
Total Liabilities and Net Assets / Fund Balance$585,119$622,078▲ $36,959

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$563,294--
Buildings$21,279$146,384-
Land$6,504--
Equipment$10,498$26,348-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon AdamsPresident
Char MchoneSecretary
Kelly WiersonTreasurer
Gary SeskerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,984
Program Service Revenue
$0
Investment Income
$62,676
Other Revenue
$594
All Other Contributions
$5,234
Change in Net Assets
$36,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$13,261--$13,261
Fees for Service Investment Mgmnt Fees$7,234--$7,234
Fees for Services Accounting$5,119--$5,119
Insurance$2,637--$2,637
Office Expenses$2,125--$2,125
Other Expenses$743--$743
All Other Expenses$674--$674
Total Functional Expenses$35,295$0$0$35,295
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,633
Fundraising Direct Expenses$2,039
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
Backup withholding compliance
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members

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

Members elect a board of directors which is the governing body

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

The tax preparer reviews the return with the governing body

Form 990, Page 6, Part VI, Line 19

WORD OF MOUTH

Filing and Contact Details

Filer

Filer Name
The Community Historical Society
EIN
42-6101836
Phone
5154503529
Address
PO BOX 238, MAXWELL, IA 50161-8546

Signing Officer

Name
Sharon Adams
Title
President
Phone
5154503529
Signed
2025-10-03

Organization Details

Principal Officer
Sharon Adams
Formed
1985
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

Firm
Allen L Kockler Co
Address
1110 6TH ST, NEVADA, IA 50201
Preparer
Jon L Augustus
Phone
5153825481
Supplemental Narrative

Additional Explanations

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

Preservation of the historical buildings and artifacts of the maxwell area

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

Items displayed are representative of the past in this part of story county

Raw XML Appendix337 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT A BOARD OF DIRECTORS WHICH IS THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX PREPARER REVIEWS THE RETURN WITH THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WORD OF MOUTH
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0585119
IRS990/TotalAssetsEOYAmt0622078
IRS990/TotalAssetsGrp/BOYAmt0585119
IRS990/TotalAssetsGrp/EOYAmt0622078
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08984
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035295
IRS990/TotalFunctionalExpensesGrp/TotalAmt035295
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0585119
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0622078
IRS990/TotalProgramServiceExpensesAmt035295
IRS990/TotalRevenueGrp/ExclusionAmt012820
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072254
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585119
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0622078
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 238
IRS990/USAddress/CityNm0MAXWELL
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd0501618546
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05154503529
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COMMUNITY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0426101836
ReturnHeader/Filer/PhoneNum05154503529
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 238
ReturnHeader/Filer/USAddress/CityNm0MAXWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501618546
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200261982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLEN L KOCKLER CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01110 6TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEVADA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050201
ReturnHeader/PreparerPersonGrp/PhoneNum05153825481
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON L AUGUSTUS
ReturnHeader/ReturnTs02025-11-04T12:33:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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