Civic Intelligence

Captain Avery Museum Inc.

990 • Fiscal year 2014 • EIN 52-1414082

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 16, 2015

Organization Profilewww.CaptainAveryMuseum.org
1418 E West Shady Side Road20764

(410) 867-4486

Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.09x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

17th percentile

-13%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$716,226

Down $5,788 (-0.8%) from 2013

Net Assets

Up

$703,700

Up $10,099 (+1.5%) from 2013

Liabilities

Down

$12,526

Down $15,887 (-56%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin17th percentile

Revenue

$141,054

No earlier filing loaded for comparison.

Expenses

Up

$159,601

Up $17,566 (+12%) from 2013

Net Income

-$18,547

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $627,099Liabilities 2011: $28,127Net Assets 2011: $598,9722011Assets 2012: $668,111Liabilities 2012: $26,221Net Assets 2012: $641,8902012Assets 2013: $722,014Liabilities 2013: $28,413Net Assets 2013: $693,6012013Assets 2014: $716,226Liabilities 2014: $12,526Net Assets 2014: $703,7002014Assets 2015: $774,700Liabilities 2015: $27,088Net Assets 2015: $747,6122015Assets 2017: $732,250Liabilities 2017: $11,484Net Assets 2017: $720,7662017Assets 2018: $725,032Liabilities 2018: $6,196Net Assets 2018: $718,8362018Assets 2019: $736,203Liabilities 2019: $7,459Net Assets 2019: $728,7442019Assets 2020: $748,169Liabilities 2020: $6,851Net Assets 2020: $741,3182020Assets 2021: $779,686Liabilities 2021: $6,717Net Assets 2021: $772,9692021Assets 2022: $704,270Liabilities 2022: $9,665Net Assets 2022: $694,6052022Assets 2023: $600,474Liabilities 2023: $10,759Net Assets 2023: $589,7152023Assets 2024: $609,146Liabilities 2024: $10,897Net Assets 2024: $598,2492024

Highlighted filing

2014

Assets$716,226
Liabilities$12,526
Net Assets$703,700
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $133,0402011Expenses 2012: $134,2322012Expenses 2013: $142,0352013Revenue 2014: $141,054Expenses 2014: $159,601Net Income 2014: -$18,5472014Revenue 2015: $228,383Expenses 2015: $184,471Net Income 2015: $43,9122015Revenue 2017: $200,274Expenses 2017: $229,834Net Income 2017: -$29,5602017Revenue 2018: $171,972Expenses 2018: $161,610Net Income 2018: $10,3622018Revenue 2019: $166,153Expenses 2019: $245,448Net Income 2019: -$79,2952019Revenue 2020: $172,839Expenses 2020: $150,616Net Income 2020: $22,2232020Revenue 2021: $134,546Expenses 2021: $148,359Net Income 2021: -$13,8132021Revenue 2022: $95,489Expenses 2022: $149,955Net Income 2022: -$54,4662022Revenue 2023: $124,562Expenses 2023: $183,476Net Income 2023: -$58,9142023Revenue 2024: $205,381Expenses 2024: $144,754Net Income 2024: $60,6272024

Highlighted filing

2014

Revenue$141,054
Expenses$159,601
Net Income-$18,547
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$191,910
Mission and Program Overview

Mission

The organization operates a museum complex at the historic Captain Avery Museum on Marylands West River. Its mission is to preserve, collect, document, and share local history and culture, using the historic property to interpret the communitys stories. The propertys history traces many changes of life on the banks of the West River.

The organizations purpose is to collect, preserve, and share local Chesapeake history celebrating the culture around the Bay - past, present and future - through oral histories, collections, exhibitions, and community activities, using its historical property as an educational and cultural center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$693,601$703,700▲ $10,099
Investments in Publicly Traded Securities$358,377$384,692▲ $26,315
Land, Buildings, and Equipment, Net$230,425$218,059▼ $12,366
Cash and Non-Interest-Bearing Accounts$118,647$99,823▼ $18,824
Prepaid Expenses and Deferred Charges$3,076$5,236▲ $2,160
Inventories for Sale or Use$6,093$3,020▼ $3,073
Total Assets$722,014$716,226▼ $5,788
Other Assets Total$5,396$5,396→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,814$6,561▲ $747
Deferred Revenue$19,767$5,965▼ $13,802
Mortgage Notes Payable Secured by Investment Property$2,832--
Total Liabilities$28,413$12,526▼ $15,887
Net Assets / Fund Balance
Total Net Assets Fund Balance$693,601$703,700▲ $10,099
Total Liabilities and Net Assets / Fund Balance$722,014$716,226▼ $5,788

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$157,065$392,093-
Land$51,900--
Equipment$9,094$52,296-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$200,578$20,000▲ $8,713$10,000$219,291
2012$202,496-▲ $13,082$15,000$200,578
2011$200,000-▲ $14,880$12,384$202,496
2010$200,000-▲ $12,327$12,327$200,000
2009$200,000-▲ $13,939$13,939$200,000
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Prue HoppinOfficer -Chair
June HallOfficer-Vice Chair
Beth DennisonTrustee
Elaine CattertonTrustee
Kathy RotondaroTrustee
Margaret RauhTrustee
Mavis DalyTrustee
Pat FreiburgTrustee
Peggy TuckerTrustee
TC MagnottiTrustee
Cheryl RigdonOfficer-Secretary
Susy SmithOfficer-Treasurer
Pat KaczkaTruste
Revenue and Support

Revenue Composition

Contributions and Grants
$65,747
Program Service Revenue
$38,603
Investment Income
$9,208
Other Revenue
$27,496
All Other Contributions
$18,829
Change in Net Assets
$-18,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,773
Salaries, Compensation, and Employee Benefits$50,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,977$11,659-$46,636
Depreciation Depletion$16,306$1,393-$17,699
Insurance$4,819--$4,819
Payroll Taxes$2,794$931-$3,725
Office Expenses$2,944--$2,944
Advertising$2,763--$2,763
Fees for Services Accounting-$750-$750
Other Expenses$724--$724
Conferences and Meetings-$542-$542
Other Employee Benefits-$467-$467
Interest$57--$57
Total Functional Expenses$143,859$15,742$0$159,601
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$12,463
Gaming Direct Expenses$8,658
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Organization has Members”

Form 990, Part VI, Section A, Line 7A

“The Organizations Members elect the governing body”

Form 990, Part VI, Section A, Line 8B

“The Organizatio documents meetings”

Form 990, Part VI, Section B, Line 11A

“The organization provides copies of it Form 990 upon request. They are also available from the office of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing document, policies, and financial statements available to the public upon request.”

Form 990, Part VI, Section B, Line 12C

“The Board of Directors has a Conflict of Interest policy that is read by all incoming members of the Board. When Conflict of Interest issues arise, the Board discusses and resolves those issues.”

Filing and Contact Details

Filer

EIN
52-1414082
Phone
4108674486

Signing Officer

Name
Prue Hoppin
Title
Chair
Signed
2015-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Prue Hoppin
Formed
1985
Legal Domicile
Md
Voting Board Members
13
Independent Board Members
13
Employees
3

Preparer

Preparer
Richard Graves CPA
Phone
4107588785
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 4

“Other Changes in Net Assets or Fund Balances This is due to the increase in Fair Market Value in the Investment Accounts over the prior year amounts.”

Financial Statement Notes

III 4

“The Captain Avery Museum collections include artifacts from the Avery family as well as others, many donated by local families in the surrounding area. The house is typical of many watermans families in the area and the history of their daily lives is interpeted by artifacts in common use during the period.”

V 4

“The NEH Endowment Fund is required to maintain a principal balance of 200,000. The investment income derived from the fund is to be used for curatorial purposes.”

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IRS990/MissionDesc0The organization operates a museum complex at the historic Captain Avery Museum on Marylands West River. Its mission is to preserve, collect, document, and share local history and culture, using the historic property to interpret the communitys stories. The propertys history traces many changes of life on the banks of the West River.
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IRS990/OtherExpensesGrp/Desc0Event Expenses
IRS990/OtherExpensesGrp/Desc1Design, Exhibit and Tech Fees
IRS990/OtherExpensesGrp/Desc2Maintenance of Historical Properties
IRS990/OtherExpensesGrp/Desc3Dues, Permits and Licenses
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IRS990/OtherExpensesGrp/ProgramServicesAmt261302
IRS990/OtherExpensesGrp/ProgramServicesAmt3724
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IRS990/OtherExpensesGrp/TotalAmt261302
IRS990/OtherExpensesGrp/TotalAmt3724
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034977
IRS990/OtherSalariesAndWagesGrp/TotalAmt046636
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0931
IRS990/PayrollTaxesGrp/ProgramServicesAmt02794
IRS990/PayrollTaxesGrp/TotalAmt03725
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03076
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05236
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IRS990/ProgramServiceRevenueGrp/Desc2Other Income
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt117347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21623
IRS990/ProgSrvcAccomActy2Grp/Desc0Educational programs and events The organization presents educational programs and exhibits on community history and culture which include lectures, bus trips, festivals, concerts, workshops, and school day trips.
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYTotalExpensesAmt0142035
IRS990/PYTotalRevenueAmt0197092
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-18547
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt025165
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0703700
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt096793
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt057119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0390706
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013161
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt073973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038603
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt076917
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt024633
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011463
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt099635
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013161
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IRS990ScheduleA/InvestmentIncomeCYPct00.09530
IRS990ScheduleA/InvestmentIncomePYPct00.09950
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt06882
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.87940
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0129098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0145499
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0105858
IRS990ScheduleA/Total509Grp/TotalAmt0695356
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0197092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0144303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167861
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0125901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0776211
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$716,226
Liabilities
$12,526
Net assets
$703,700
Revenue
$141,054
Expenses
$159,601
Net income
-$18,547
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.11$5.98$2.05$1.45$0.61
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.11$5.90$1.25$1.83$0.59
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.10$6.95$0.95$1.50$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.07$7.73$1.35$1.48$0.14
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.07$7.41$1.73$1.51$0.22
2019Detailed filing. Detailed filing data is available for this year.$7.36$0.07$7.29$1.66$2.45$0.79
2018Detailed filing. Detailed filing data is available for this year.$7.25$0.06$7.19$1.72$1.62$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.11$7.21$2.00$2.30$0.30
2015Detailed filing. Detailed filing data is available for this year.$7.75$0.27$7.48$2.28$1.84$0.44
2014Detailed filing. Detailed filing data is available for this year.$7.16$0.13$7.04$1.41$1.60$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.22$0.28$6.94$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.26$6.42$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.28$5.99$1.33