Civic Intelligence

Codington County Historical Society Inc.

990 • Fiscal year 2016 • EIN 46-0335602

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 03, 2017

27 - 1st Ave SEWatertown, SD 57201-3612

(605) 886-7335

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

61st percentile

$40,011

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

61%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$505,373

Up $7,518 (+1.5%) from 2015

Net Assets

Up

$505,373

Up $7,518 (+1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$78,959

Up $29,835 (+61%) from 2015

Expenses

Down

$90,126

Down $8,390 (-8.5%) from 2015

Net Income

Up

-$11,167

Up $38,225 (+77%) 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 2010: $605,108Liabilities 2010: $0Net Assets 2010: $605,1082010Assets 2011: $540,732Liabilities 2011: $0Net Assets 2011: $540,7322011Assets 2012: $549,015Liabilities 2012: $0Net Assets 2012: $549,0152012Assets 2013: $551,026Liabilities 2013: $0Net Assets 2013: $551,0262013Assets 2014: $547,247Liabilities 2014: $0Net Assets 2014: $547,2472014Assets 2015: $497,855Liabilities 2015: $0Net Assets 2015: $497,8552015Assets 2016: $505,373Liabilities 2016: $0Net Assets 2016: $505,3732016Assets 2017: $521,832Liabilities 2017: $0Net Assets 2017: $521,8322017Assets 2018: $459,417Liabilities 2018: $0Net Assets 2018: $459,4172018Assets 2019: $487,788Liabilities 2019: $0Net Assets 2019: $487,7882019Assets 2020: $506,203Liabilities 2020: $0Net Assets 2020: $506,2032020Assets 2021: $587,302Liabilities 2021: $820Net Assets 2021: $586,4822021Assets 2022: $532,458Liabilities 2022: $75Net Assets 2022: $532,3832022Assets 2023: $598,639Liabilities 2023: $1,099Net Assets 2023: $597,5402023Assets 2024: $636,254Liabilities 2024: $1,299Net Assets 2024: $634,9552024

Highlighted filing

2016

Assets$505,373
Liabilities$0
Net Assets$505,373

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $71,1922010Expenses 2011: $73,6202011Expenses 2012: $79,2782012Revenue 2013: $85,292Expenses 2013: $83,281Net Income 2013: $2,0112013Revenue 2014: $77,416Expenses 2014: $81,195Net Income 2014: -$3,7792014Revenue 2015: $49,124Expenses 2015: $98,516Net Income 2015: -$49,3922015Revenue 2016: $78,959Expenses 2016: $90,126Net Income 2016: -$11,1672016Revenue 2017: $81,060Expenses 2017: $86,783Net Income 2017: -$5,7232017Revenue 2018: $78,217Expenses 2018: $92,414Net Income 2018: -$14,1972018Revenue 2019: $105,251Expenses 2019: $123,433Net Income 2019: -$18,1822019Revenue 2020: $78,836Expenses 2020: $94,300Net Income 2020: -$15,4642020Revenue 2021: $240,987Expenses 2021: $109,153Net Income 2021: $131,8342021Revenue 2022: $101,849Expenses 2022: $114,905Net Income 2022: -$13,0562022Revenue 2023: $123,793Expenses 2023: $110,537Net Income 2023: $13,2562023Revenue 2024: $155,952Expenses 2024: $146,030Net Income 2024: $9,9222024

Highlighted filing

2016

Revenue$78,959
Expenses$90,126
Net Income-$11,167
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 3, 2017
Return Version
2016v3.0
Gross Receipts
$133,083
Mission and Program Overview

Mission

To collect, preserve and disseminate the history of the county in order to educate the community and stimulate an appreciation for our local history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$422,671$427,037▲ $4,366
Land, Buildings, and Equipment, Net$55,219$52,801▼ $2,418
Cash and Non-Interest-Bearing Accounts$9,699$14,085▲ $4,386
Inventories for Sale or Use$5,630$6,536▲ $906
Investments Other Securities$4,636$4,914▲ $278
Total Assets$497,855$505,373▲ $7,518
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$497,855$505,373▲ $7,518
Total Net Assets Fund Balance$497,855$505,373▲ $7,518
Total Liabilities and Net Assets / Fund Balance$497,855$505,373▲ $7,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$43,062$50,143$93,205
Equipment$4,739$38,732$43,471
Other Land Buildings$5,000-$5,000
Other Securities$4,914--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,636-▲ $325-$4,914
2015$4,832-▼ $148-$4,636
2014$4,665-▲ $215-$4,832
2013$4,201$25▲ $482-$4,665
2012$3,819$20▲ $402-$4,201
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Christy LickeiMuseum DirectorFT$40,011$40,011

Board Members and Trustees

NameTitle
Roger WhittlePresident
Nancy Oviatt-titzeVice President
Dana LindnerDirector
Denise OttenbacherDirector
Harlan KonradDirector
John DagelDirector
Jon IversonDirector
Joy NelsonDirector
Shelly AlvineDirector
Steve OlsonDirector
Sue PearsonDirector
Tim OviattDirector
Kris FeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,367
Program Service Revenue
$5,381
Investment Income
$14,341
Other Revenue
$7,870
All Other Contributions
$14,383
Change in Net Assets
$-11,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$56,456
Other Expenses$33,670
Total Fundraising Expense$1,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$40,011--$40,011
Other Salaries and Wages$12,379--$12,379
Office Expenses$8,119-$1,076$9,195
Occupancy$5,930--$5,930
Conferences and Meetings$4,360--$4,360
Insurance$4,281--$4,281
Payroll Taxes$4,066--$4,066
Depreciation Depletion$2,418--$2,418
Fees for Service Investment Mgmnt Fees$2,139--$2,139
Other Expenses$1,980--$1,980
Advertising$1,371--$1,371
Fees for Services Accounting-$1,301-$1,301
Travel$105--$105
Total Functional Expenses$87,749$1,301$1,076$90,126
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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 governing body review Part VI line 11

The chairman of the board will review the form 990 prior to its signing and filing.

Governing documents etc available to public Part VI line 19

The organizations governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Codington County Historical Society
EIN
46-0335602
Address
27 - 1ST AVE SE, WATERTOWN, SD 57201-3612

Signing Officer

Name
John Dagel
Title
Museum Director
Phone
6058867335
Signed
2017-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christy Lickei
Formed
1987
Legal Domicile
Sd
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
30

Preparer

Firm
Ledgers Inc
Address
9 S Broadway, Watertown, SD 57201
Preparer
Lisa Boersma CPA
Phone
6058820686
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/OtherExpensesGrp/Desc0MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1MUSEUM EXHIBITS
IRS990/OtherExpensesGrp/ProgramServicesAmt0590
IRS990/OtherExpensesGrp/ProgramServicesAmt11980
IRS990/OtherExpensesGrp/TotalAmt0590
IRS990/OtherExpensesGrp/TotalAmt11980
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012379
IRS990/OtherSalariesAndWagesGrp/TotalAmt012379
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt04066
IRS990/PayrollTaxesGrp/TotalAmt04066
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRISTY LICKEI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05381
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05381
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt053145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt017201
IRS990/PYOtherExpensesAmt041366
IRS990/PYOtherRevenueAmt0-275
IRS990/PYProgramServiceRevenueAmt0-20947
IRS990/PYRevenuesLessExpensesAmt0-49392
IRS990/PYSalariesCompEmpBnftPaidAmt057150
IRS990/PYTotalExpensesAmt098516
IRS990/PYTotalRevenueAmt049124
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-11167
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt069
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt069
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME REPORTED ON SCHEDULE A, PART II, LINE 10 IS THE NET PROFIT/(LOSS) ON SALES OF MERCHANDISE IN THE MUSEUM STORE, AND ROYALTIES EARNED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt053145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt053999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt058393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0255032
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt025000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017201
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013283
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082141
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07870
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-275
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01507
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-370
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08920
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75030
IRS990ScheduleA/PublicSupportPY170Pct00.60150
IRS990ScheduleA/PublicSupportTotal170Amt0278436
IRS990ScheduleA/SubstantialContributorsTotAmt01596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt056367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058145
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058999
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt043128
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0280032
IRS990ScheduleA/TotalSupportAmt0371093
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt043062
IRS990ScheduleD/BuildingsGrp/DepreciationAmt050143
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt093205
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt047
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04636
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04914
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt048
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt048
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04665
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0215
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt043
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04201
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04665
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03819
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04201
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0402
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04739
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt043471
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05000
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04914
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WATERTOWN COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052801
IRS990ScheduleD/TotalBookValueSecuritiesAmt04914
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN OF THE BOARD WILL REVIEW THE FORM 990 PRIOR TO ITS SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$1.56$1.46$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.99$0.01$5.98$1.24$1.11$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$1.02$1.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.87$0.01$5.86$2.41$1.09$1.32
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.79$0.94$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$1.05$1.23$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.78$0.92$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.81$0.87$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.79$0.90$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.49$0.99$0.49
2014Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.77$0.81$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.85$0.83$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.00$5.49$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.00$5.41$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$0.71