Civic Intelligence

Marion Historical Society Inc

EIN 47-4590805 • 501(c)3 • Marion, IA

Profile

Promote history of marion iowa

PO Box 753Marion, IA 52302
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

21st percentile

-12%

Higher net margin than 21% 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

39th percentile

-0.7%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$562,774

Down $4,164 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$562,774

Down $4,164 (-0.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin21st percentile

Revenue

Down

$33,345

Down $12,266 (-27%) from 2023

Expenses

Down

$37,509

Down $6,595 (-15%) from 2023

Net Income

Down

-$4,164

Down $5,671 (-376%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2017: $579,415Liabilities 2017: $326Net Assets 2017: $579,0892017Assets 2018: $583,693Liabilities 2018: $519Net Assets 2018: $583,1742018Assets 2019: $585,117Liabilities 2019: $577Net Assets 2019: $584,5402019Assets 2020: $580,148Liabilities 2020: $0Net Assets 2020: $580,1482020Assets 2021: $571,213Liabilities 2021: $281Net Assets 2021: $570,9322021Assets 2022: $565,431Liabilities 2022: $0Net Assets 2022: $565,4312022Assets 2023: $566,938Liabilities 2023: $0Net Assets 2023: $566,9382023Assets 2024: $562,774Liabilities 2024: $0Net Assets 2024: $562,7742024

Highlighted filing

2024

Assets$562,774
Liabilities$0
Net Assets$562,774
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$60K$40K$20K$0-$20KRevenue 2017: $37,940Expenses 2017: $31,285Net Income 2017: $6,6552017Revenue 2018: $33,610Expenses 2018: $29,525Net Income 2018: $4,0852018Revenue 2019: $40,103Expenses 2019: $38,737Net Income 2019: $1,3662019Revenue 2020: $30,740Expenses 2020: $35,132Net Income 2020: -$4,3922020Revenue 2021: $31,446Expenses 2021: $45,054Net Income 2021: -$13,6082021Revenue 2022: $30,086Expenses 2022: $35,587Net Income 2022: -$5,5012022Revenue 2023: $45,611Expenses 2023: $44,104Net Income 2023: $1,5072023Revenue 2024: $33,345Expenses 2024: $37,509Net Income 2024: -$4,1642024

Highlighted filing

2024

Revenue$33,345
Expenses$37,509
Net Income-$4,164
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$562,774
Liabilities
$0
Net assets
$562,774
Revenue
$33,345
Expenses
$37,509
Net income
-$4,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.33$0.38$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.46$0.44$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.30$0.36$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.00$5.71$0.31$0.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.31$0.35$0.04
2019Summary only. Only limited summary data is available for this year.$5.85$0.01$5.85$0.40$0.39$0.01
2018Summary only. Only limited summary data is available for this year.$5.84$0.01$5.83$0.34$0.30$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.38$0.31$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$33,345
Mission and Program Overview

Mission

Promote history of marion iowa

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$491,547$491,547→ $0
Savings and Temporary Cash Investments$58,228$59,039▲ $811
Cash and Non-Interest-Bearing Accounts$17,163$12,188▼ $4,975
Total Assets$566,938$562,774▼ $4,164
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$566,938$562,774▼ $4,164
Total Net Assets Fund Balance$566,938$562,774▼ $4,164
Total Liabilities and Net Assets / Fund Balance$566,938$562,774▼ $4,164

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$491,547-$491,547
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Harold BarnesPresident
Vicktoria BarnesSecretary
Erik MilesTreasurer
Victor KlopfenstienVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$28,148
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$5,197
All Other Contributions
$28,148
Change in Net Assets
$-4,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,811
Other Expenses$17,698
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,312--$16,312
Occupancy$7,616--$7,616
Fees for Services Other$3,896$672-$4,568
Insurance$4,529--$4,529
Payroll Taxes$3,499--$3,499
Office Expenses$695--$695
Fees for Services Accounting$250--$250
Fees for Services Legal$40--$40
Total Functional Expenses$36,837$672$0$37,509
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
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

“Memberships are available”

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

“Directors are elected at the annual meeting”

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Marion Historical Society Inc
EIN
47-4590805
Address
PO BOX 753, MARION, IA 52302

Signing Officer

Name
Erik Miles
Title
Treasurer
Phone
3194476376
Signed
2025-05-06

Organization Details

Principal Officer
Erik Miles
Legal Domicile
Ia
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Joel Grandon Accounting Services Pc
Address
1400 7TH AVENUE, MARION, IA 52302
Preparer
Joel Grandon
Phone
3193738801
Supplemental Narrative

Additional Explanations

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

“Promote marion iowa history”

Form 990, Part IX, Line 11G

“Program expenses 1,761 0 0 dues/publications 0 672 0 information technology 1,711 0 0 supplies 227 0 0 fundraising 105 0 0 reference materials 92 0 0 total 3,896 672 0”

Raw XML Appendix274 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.

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IRS990/IRPDocumentCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE MARION IOWA HISTORY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIPS ARE AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS ARE ELECTED AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROGRAM EXPENSES 1,761 0 0 DUES/PUBLICATIONS 0 672 0 INFORMATION TECHNOLOGY 1,711 0 0 SUPPLIES 227 0 0 FUNDRAISING 105 0 0 REFERENCE MATERIALS 92 0 0 TOTAL 3,896 672 0
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
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ReturnHeader/ReturnTs02025-05-12T15:47:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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