Civic Intelligence

Williamsburg Iowa Historical Society

EIN 47-4755374 • 501(c)3 • Williamsburg, IA

Profile

The primary mission of the organization is to acquire and maintain historical property, objects, artifacts and information related to williamsburg, iowa and the surrounding area, and to make those items and information easily available to the public for historical research and genealogy questions.

PO Box 1091Williamsburg, IA 52361-1091
Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$50,226

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

36th percentile

0.1%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-25%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,577,458

Up $5,197 (+0.1%) from 2023

Liabilities

Down

$884

Down $39,068 (-98%) from 2023

Net Assets

Up

$5,576,574

Up $44,265 (+0.8%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin72nd percentile

Revenue

Down

$242,813

Down $82,158 (-25%) from 2023

Expenses

Down

$198,548

Down $66,350 (-25%) from 2023

Net Income

Down

$44,265

Down $15,808 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2015: $0Liabilities 2015: $02015Assets 2016: $1,146,067Liabilities 2016: $2,380Net Assets 2016: $1,143,6872016Assets 2017: $1,939,143Liabilities 2017: -$1,637Net Assets 2017: $1,940,7802017Assets 2018: $2,951,799Liabilities 2018: $439Net Assets 2018: $2,951,3602018Assets 2019: $3,962,573Liabilities 2019: $2,691Net Assets 2019: $3,959,8822019Assets 2020: $4,724,079Liabilities 2020: $2,779Net Assets 2020: $4,721,3002020Assets 2021: $5,358,420Liabilities 2021: $9,963Net Assets 2021: $5,348,4572021Assets 2022: $5,475,206Liabilities 2022: $2,970Net Assets 2022: $5,472,2362022Assets 2023: $5,572,261Liabilities 2023: $39,952Net Assets 2023: $5,532,3092023Assets 2024: $5,577,458Liabilities 2024: $884Net Assets 2024: $5,576,5742024

Highlighted filing

2024

Assets$5,577,458
Liabilities$884
Net Assets$5,576,574
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.5M$1.0M$500K$0Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $1,222,650Expenses 2016: $78,963Net Income 2016: $1,143,6872016Revenue 2017: $931,200Expenses 2017: $134,107Net Income 2017: $797,0932017Revenue 2018: $1,168,335Expenses 2018: $157,755Net Income 2018: $1,010,5802018Revenue 2019: $1,201,633Expenses 2019: $193,111Net Income 2019: $1,008,5222019Revenue 2020: $955,655Expenses 2020: $194,237Net Income 2020: $761,4182020Revenue 2021: $842,700Expenses 2021: $215,543Net Income 2021: $627,1572021Revenue 2022: $369,645Expenses 2022: $245,866Net Income 2022: $123,7792022Revenue 2023: $324,971Expenses 2023: $264,898Net Income 2023: $60,0732023Revenue 2024: $242,813Expenses 2024: $198,548Net Income 2024: $44,2652024

Highlighted filing

2024

Revenue$242,813
Expenses$198,548
Net Income$44,265
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$5,577,458
Liabilities
$884
Net assets
$5,576,574
Revenue
$242,813
Expenses
$198,548
Net income
$44,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.24$0.20$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.04$5.53$0.32$0.26$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.47$0.37$0.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.01$5.35$0.84$0.22$0.63
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.96$0.19$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$1.20$0.19$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.17$0.16$1.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.93$0.13$0.80
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.14$1.22$0.08$1.14
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

The primary mission of the organization is to acquire and maintain historical property, objects, artifacts and information related to williamsburg, iowa and the surrounding area, and to make those items and information easily available to the public for historical research and genealogy questions.

Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MILLERTreasurer And SecretaryPT$50,226-$50,226
RONALD HOLDENPresident-$0--
SANDRA FICKENDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Williamsburg Iowa Historical Society
EIN
47-4755374
In Care Of
% MARY MILLER
Phone
3196681651
Address
PO BOX 1091, WILLIAMSBURG, IA 52361-1091

Signing Officer

Name
Mary Miller
Title
Treasurer and Secretary
Phone
3196681651
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Simmons Perrine Moyer Bergman PLC
Address
115 3rd Street SE Suite 1200, Cedar Rapids, IA 52401
Preparer
Kyle W Wilcox
Phone
3193667641
Raw XML Appendix380 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt04717882
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND BUILDINGS FIXED ASSETS
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt04717882
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt04717882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0692503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0US BANK NA INVESTMENT PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0795593
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt045
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021426
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05951
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027016
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01724
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01724
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0545
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0545
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014809
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0242813
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0268
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt04678
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt044265
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05576574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05532309
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY MILLER
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALES OF WILLIAMSBURG, IA HISTORY BOOKS
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY MILLER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1091
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSBURG
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION EXISTS TO ACQUIRE RESTORE AND MAINTAIN PLACES AND LANDMARKS OF HISTORIC SIGNIFICANCE TO THE WILLIAMSBURG IOWA AREA
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0IN ADDITION THE ORGANIZATION ACQUIRES COLLECTS PRESERVES AND DISPLAYS ARTICLES OF HISTORIC SIGNIFICANCE INCLUDING PHOTOGRAPHS BOOKSPAINTINGS RELICS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0AND ALL ARTICLES AND MATERIALS WHICH MAY ESTABLISH OR ILLUSTRATE THE HISTORY OF THE WILLIAMSBURG IOWA AREA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0195681
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180411
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ROLAND & RUBY HOLDEN FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 236
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MOUNT VERNON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd052314
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0213000
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08600
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ESCROW ACCT BLDG SALE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04399
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1519
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1519
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43328
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt131
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2200
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST FROM TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2WBURG HISTORICAL BOOK SALES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt131
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SalesOfInventoryList/InventorySaleGrp/CategoryTxt010A -INCOMECOST OF GOODS SOLD
SalesOfInventoryList/InventorySaleGrp/CostOfGoodsSoldAmt0226
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt0271
SalesOfInventoryList/InventorySaleGrp/NetAmt045
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt30
TaxesSchedule/TaxesDetail/Amt08714
TaxesSchedule/TaxesDetail/Amt12867
TaxesSchedule/TaxesDetail/Amt2361
TaxesSchedule/TaxesDetail/Amt32867
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2361
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER AND SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03196681651
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAMSBURG IOWA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0474755374
ReturnHeader/Filer/InCareOfNm0% MARY MILLER
ReturnHeader/Filer/PhoneNum03196681651
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1091
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0523611091
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420665669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simmons Perrine Moyer Bergman PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 3rd Street SE Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedar Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052401
ReturnHeader/PreparerPersonGrp/PhoneNum03193667641
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE W WILCOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T14:14:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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