Civic Intelligence

H Brown Tw Hist Society De

990 • Fiscal year 2016 • EIN 51-6010408

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 16, 2017

Organization ProfileN/A
8800 Tinicum Boulevard -2nd FLPhiladelphia, PA 19153

(216) 257-4701

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

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

51st percentile

$8,691

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 39.2% of source-year revenue.

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

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$621,780

Down $18,094 (-2.8%) from 2015

Net Assets

Down

$621,780

Down $18,094 (-2.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$22,149

Down $22,291 (-50%) from 2015

Expenses

Down

$40,240

Down $1,200 (-2.9%) from 2015

Net Income

Down

-$18,091

Down $21,091 (-703%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $639,653Liabilities 2010: $0Net Assets 2010: $639,6532010Assets 2011: $619,265Liabilities 2011: $0Net Assets 2011: $619,2652011Assets 2012: $609,912Liabilities 2012: $0Net Assets 2012: $609,9122012Assets 2013: $631,603Liabilities 2013: $0Net Assets 2013: $631,6032013Assets 2014: $636,336Liabilities 2014: $0Net Assets 2014: $636,3362014Assets 2015: $639,874Liabilities 2015: $0Net Assets 2015: $639,8742015Assets 2016: $621,780Liabilities 2016: $0Net Assets 2016: $621,7802016Assets 2017: $622,262Liabilities 2017: $0Net Assets 2017: $622,2622017Assets 2018: $641,260Liabilities 2018: $0Net Assets 2018: $641,2602018Assets 2019: $701,829Liabilities 2019: $0Net Assets 2019: $701,8292019Assets 2020: $682,262Liabilities 2020: $0Net Assets 2020: $682,2622020Assets 2021: $704,616Liabilities 2021: $0Net Assets 2021: $704,6162021Assets 2022: $664,939Liabilities 2022: $0Net Assets 2022: $664,9392022Assets 2023: $637,039Liabilities 2023: $0Net Assets 2023: $637,0392023Assets 2024: $634,168Liabilities 2024: $0Net Assets 2024: $634,1682024

Highlighted filing

2016

Assets$621,780
Liabilities$0
Net Assets$621,780
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2010: $56,527Expenses 2010: $34,831Net Income 2010: $21,6962010Revenue 2011: $12,213Expenses 2011: $32,601Net Income 2011: -$20,3882011Revenue 2012: $24,896Expenses 2012: $34,249Net Income 2012: -$9,3532012Revenue 2013: $68,922Expenses 2013: $36,922Net Income 2013: $32,0002013Revenue 2014: $43,492Expenses 2014: $38,755Net Income 2014: $4,7372014Revenue 2015: $44,440Expenses 2015: $41,440Net Income 2015: $3,0002015Revenue 2016: $22,149Expenses 2016: $40,240Net Income 2016: -$18,0912016Revenue 2017: $40,002Expenses 2017: $39,518Net Income 2017: $4842017Revenue 2018: $58,982Expenses 2018: $39,984Net Income 2018: $18,9982018Revenue 2019: $97,219Expenses 2019: $36,648Net Income 2019: $60,5712019Revenue 2020: $19,873Expenses 2020: $38,116Net Income 2020: -$18,2432020Revenue 2021: $62,617Expenses 2021: $40,341Net Income 2021: $22,2762021Revenue 2022: $3,102Expenses 2022: $43,178Net Income 2022: -$40,0762022Revenue 2023: $12,678Expenses 2023: $41,076Net Income 2023: -$28,3982023Revenue 2024: $38,325Expenses 2024: $40,911Net Income 2024: -$2,5862024

Highlighted filing

2016

Revenue$22,149
Expenses$40,240
Net Income-$18,091
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$301,330
Mission and Program Overview

Mission

Providing financial support to the historical society of delaware

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$590,631$581,473▼ $9,158
Savings and Temporary Cash Investments$49,243$40,307▼ $8,936
Total Assets$639,874$621,780▼ $18,094
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$639,874$621,780▼ $18,094
Total Net Assets Fund Balance$639,874$621,780▼ $18,094
Total Liabilities and Net Assets / Fund Balance$639,874$621,780▼ $18,094
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
-Trustee$8,691$8,691
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,149
Other Revenue
$0
Change in Net Assets
$-18,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,125
Salaries, Compensation, and Employee Benefits$8,691
Other Expenses$424
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,125--$31,125
Current Officers, Directors, Trustees, and Key Employees-$8,691-$8,691
All Other Expenses-$424-$424
Total Functional Expenses$31,125$9,115$0$40,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of DelawareWilmington, DE501c3General Support$31,125
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“H brown t/w historical society de cons is a trust fund and has no written policy regarding documentation of meetings and written actions of it's goverining body and committees with authority to act on its behalf.”

Explanation for Form 990, Page 6, Part VI, Line 9

“H brown t/w historical society de con is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trusts requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considred an interested person under the policy.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests and from guidestare.org. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
H Brown Tw Hist Society De
EIN
51-6010408
Phone
2162574701
Address
8800 TINICUM BOULEVARD -2ND FL, PHILADELPHIA, PA 19153

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574701
Signed
2017-10-16

Organization Details

Principal Officer
Stephen Resta
Formed
1944
Legal Domicile
De
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding adjustment of -$3.00 for sales and transactions.”

Raw XML Appendix373 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE H BROWN T/W HIST SOCIETY DE FOUNDATION MAINTAINS A CLOSE AND CONTI NUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HOLDING MEETINGS TO DISCUESS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUS T, INCLUDING THE DISBURSEMENT OF FUNDS, TIMING OF GRANTS AND NEEDS OF THE SUPPORTED ORGANIZATION WITHIN THE TERMS OF THE TRUST AGREEMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1IN ADDITION THE H BROWN T/W HIST SOCIETY DE FOUNDATION PROVIDES STATEM ENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INF ORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE H BROWN T/W HIST SOCIETY DE TRUST IS THE SINGLE LARGEST SOURCE OF FUNDS FOR THE HISTORICAL SOCIETY OF DELAWARE, WHICH IS THE SOLE BENEFI CIARY OF THIS TRUST.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1QUESTIONS 2 CONTINUED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0H BROWN T/W HISTORICAL SOCIETY DE CONS IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF IT'S GOVERINING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1H BROWN T/W HISTORICAL SOCIETY DE CON IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUSTS REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDRED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS AND FROM GUIDESTARE.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING ADJUSTMENT OF -$3.00 FOR SALES AND TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF DELAWARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510066731
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRESERVATION OF DELAWARE HISTORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0505 MARKET STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt031125
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF DELAWARE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0639874
IRS990/TotalAssetsEOYAmt0621780
IRS990/TotalAssetsGrp/BOYAmt0639874
IRS990/TotalAssetsGrp/EOYAmt0621780
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09115
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031125
IRS990/TotalFunctionalExpensesGrp/TotalAmt040240
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0639874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0621780
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt031125
IRS990/TotalReportableCompFromOrgAmt08691
IRS990/TotalRevenueGrp/ExclusionAmt022149
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022149
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0639874
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0621780
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0639874
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0621780
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PNC BANK 116 ALLEGHENY CTR MALL
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H BROWN TW HIST SOCIETY DE
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0516010408
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine1Txt08800 TINICUM BOULEVARD -2ND FL
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019153
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B62B456F261951C798FA00B8391BA4DFFBFA8205
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01CC7BA5074E8AB1797D9DE59A1DFA746CF600023
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.240.1
ReturnHeader/ReturnTs02017-10-16T09:00:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$621,780
Liabilities
$0
Net assets
$621,780
Revenue
$22,149
Expenses
$40,240
Net income
-$18,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.38$0.41$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.13$0.41$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.03$0.43$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.63$0.40$0.22
2020Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.20$0.38$0.18
2019Summary only. Only limited summary data is available for this year.$7.02$0.00$7.02$0.97$0.37$0.61
2018Summary only. Only limited summary data is available for this year.$6.41$0.00$6.41$0.59$0.40$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.40$0.40$0.00
2016Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.22$0.40$0.18
2015Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.44$0.41$0.03
2014Summary only. Only limited summary data is available for this year.$6.36$0.00$6.36$0.43$0.39$0.05
2013Summary only. Only limited summary data is available for this year.$6.32$0.00$6.32$0.69$0.37$0.32
2012Summary only. Only limited summary data is available for this year.$6.10$0.00$6.10$0.25$0.34$0.09
2011Summary only. Only limited summary data is available for this year.$6.19$0.00$6.19$0.12$0.33$0.20
2010Summary only. Only limited summary data is available for this year.$6.40$0.00$6.40$0.57$0.35$0.22