Civic Intelligence

Union County Historical Society

EIN 42-6223194 • 501(c)3 • Creston, IA

Profile

Preservation of union county iowa hisorical information and artifacts.

1600 Stone StreetCreston, IA 50801
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

98th percentile

91%

Higher net margin than 98% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$748,669

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$748,669

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

$135,905

No earlier filing loaded for comparison.

Expenses

$12,073

No earlier filing loaded for comparison.

Net Income

$123,832

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2024: $748,669Liabilities 2024: $0Net Assets 2024: $748,6692024

Highlighted filing

2024

Assets$748,669
Liabilities$0
Net Assets$748,669
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2024: $135,905Expenses 2024: $12,073Net Income 2024: $123,8322024

Highlighted filing

2024

Revenue$135,905
Expenses$12,073
Net Income$123,832
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$748,669
Liabilities
$0
Net assets
$748,669
Revenue
$135,905
Expenses
$12,073
Net income
$123,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.36$0.12$1.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 11, 2025
Return Version
2024v5.0
Gross Receipts
$135,905
Mission and Program Overview

Mission

Preservation of union county iowa hisorical information and artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$624,837$740,504▲ $115,667
Cash and Non-Interest-Bearing Accounts-$8,165-
Total Assets$624,837$748,669▲ $123,832
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$624,837$748,669▲ $123,832
Total Net Assets Fund Balance$624,837$748,669▲ $123,832
Total Liabilities and Net Assets / Fund Balance$624,837$748,669▲ $123,832
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Ricahrd AndersonPresident
Arlen BeireDirector
Ed RitterDirector
Jon CarrollDirector
Linda JamesDirector
Sharon SnodgrassDirector
Wally MillerDirector
Ruth LeiserSecretary
Steve FrancisVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$131,722
Program Service Revenue
$0
Investment Income
$60
Other Revenue
$4,123
All Other Contributions
$125,722
Change in Net Assets
$123,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,073
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$11,014--$11,014
Advertising$600--$600
Insurance$459--$459
Total Functional Expenses$12,073$0$0$12,073
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Governance Explanations

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

“Return is provided to board for review.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Union County Historical Society
EIN
42-6223194
Phone
6417824000
Address
1600 STONE STREET, CRESTON, IA 50801

Signing Officer

Name
Ricahrd Anderson
Title
President
Phone
6417824000
Signed
2025-02-11

Organization Details

Principal Officer
Ricahrd Anderson
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Dehamer Accounting Services Llp
Address
309 E MONTGOMERY ST, CRESTON, IA 50801
Preparer
Randall G Cook
Phone
6417828421
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