Civic Intelligence

Securities and Exchange Commission

EIN 52-2213646 • 501(c)3 • Washington, DC

View Organization Page

Profile

Share, preserve and advance knowledge of the history of financial regulation through the virtual museum and archive at www.sechistorical.org.

1455 Pennsylvania Avenue NW 400Washington, DC 20004

www.sechistorical.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.06x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$194,516

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 43.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

3.8%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,321,167

Up $159,581 (+3.8%) from 2023

Liabilities

Up

$28,773

Up $7,455 (+35%) from 2023

Net Assets

Up

$4,292,394

Up $152,126 (+3.7%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin74th percentile

Revenue

Up

$443,864

Up $10,720 (+2.5%) from 2023

Expenses

Down

$347,383

Down $2,622 (-0.7%) from 2023

Net Income

Up

$96,481

Up $13,342 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,753,464Liabilities 2011: $44,984Net Assets 2011: $2,708,4802011Assets 2012: $3,029,369Liabilities 2012: $41,980Net Assets 2012: $2,987,3892012Assets 2013: $3,445,511Liabilities 2013: $38,954Net Assets 2013: $3,406,5572013Assets 2014: $3,535,602Liabilities 2014: $31,534Net Assets 2014: $3,504,0682014Assets 2015: $3,563,191Liabilities 2015: $33,374Net Assets 2015: $3,529,8172015Assets 2016: $3,597,482Liabilities 2016: $31,646Net Assets 2016: $3,565,8362016Assets 2017: $3,469,162Liabilities 2017: $15,918Net Assets 2017: $3,453,2442017Assets 2018: $3,557,921Liabilities 2018: $15,363Net Assets 2018: $3,542,5582018Assets 2019: $3,831,083Liabilities 2019: $57,172Net Assets 2019: $3,773,9112019Assets 2020: $3,906,802Liabilities 2020: $43,576Net Assets 2020: $3,863,2262020Assets 2021: $4,083,116Liabilities 2021: $32,985Net Assets 2021: $4,050,1312021Assets 2022: $4,065,426Liabilities 2022: $42,163Net Assets 2022: $4,023,2632022Assets 2023: $4,161,586Liabilities 2023: $21,318Net Assets 2023: $4,140,2682023Assets 2024: $4,321,167Liabilities 2024: $28,773Net Assets 2024: $4,292,3942024

Highlighted filing

2024

Assets$4,321,167
Liabilities$28,773
Net Assets$4,292,394
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.0M$500K$0-$500KRevenue 2011: $809,921Expenses 2011: $556,843Net Income 2011: $253,0782011Revenue 2012: $831,330Expenses 2012: $554,137Net Income 2012: $277,1932012Revenue 2013: $964,304Expenses 2013: $544,350Net Income 2013: $419,9542013Revenue 2014: $640,618Expenses 2014: $551,522Net Income 2014: $89,0962014Revenue 2015: $590,257Expenses 2015: $556,533Net Income 2015: $33,7242015Revenue 2016: $616,314Expenses 2016: $588,402Net Income 2016: $27,9122016Revenue 2017: $519,836Expenses 2017: $650,515Net Income 2017: -$130,6792017Revenue 2018: $683,939Expenses 2018: $577,867Net Income 2018: $106,0722018Revenue 2019: $625,626Expenses 2019: $443,945Net Income 2019: $181,6812019Revenue 2020: $408,267Expenses 2020: $333,446Net Income 2020: $74,8212020Revenue 2021: $479,270Expenses 2021: $353,361Net Income 2021: $125,9092021Revenue 2022: $365,109Expenses 2022: $352,696Net Income 2022: $12,4132022Revenue 2023: $433,144Expenses 2023: $350,005Net Income 2023: $83,1392023Revenue 2024: $443,864Expenses 2024: $347,383Net Income 2024: $96,4812024

Highlighted filing

2024

Revenue$443,864
Expenses$347,383
Net Income$96,481
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,321,167
Liabilities
$28,773
Net assets
$4,292,394
Revenue
$443,864
Expenses
$347,383
Net income
$96,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.03$4.29$0.44$0.35$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.02$4.14$0.43$0.35$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.04$4.02$0.37$0.35$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.03$4.05$0.48$0.35$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.04$3.86$0.41$0.33$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.06$3.77$0.63$0.44$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.02$3.54$0.68$0.58$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.02$3.45$0.52$0.65$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.03$3.57$0.62$0.59$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$0.59$0.56$0.03
2014Summary only. Only limited summary data is available for this year.$3.54$0.03$3.50$0.64$0.55$0.09
2013Summary only. Only limited summary data is available for this year.$3.45$0.04$3.41$0.96$0.54$0.42
2012Summary only. Only limited summary data is available for this year.$3.03$0.04$2.99$0.83$0.55$0.28
2011Summary only. Only limited summary data is available for this year.$2.75$0.04$2.71$0.81$0.56$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Gross Receipts
$443,864
Mission and Program Overview

Mission

The mission of the virtual museum and archive is to preserve and share the history of financial regulations and to assist current and future researchers in understanding how the system of statutes, regulations and government policies for the capital markets developed and were interpreted. Materials are online at www.sechistorical.org.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,086,865$860,670▼ $226,195
Investments in Publicly Traded Securities$348,852$540,598▲ $191,746
Cash and Non-Interest-Bearing Accounts$38,666$214,306▲ $175,640
Pledges and Grants Receivable$32,053$39,080▲ $7,027
Prepaid Expenses and Deferred Charges$3,010$3,803▲ $793
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,161,586$4,321,167▲ $159,581
Other Assets Total$2,652,140$2,662,710▲ $10,570
Liabilities
Accounts Payable and Accrued Expenses$21,318$28,773▲ $7,455
Total Liabilities$21,318$28,773▲ $7,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,104,268$4,259,894▲ $155,626
Net Assets With Donor Restrictions$36,000$32,500▼ $3,500
Total Net Assets Fund Balance$4,140,268$4,292,394▲ $152,126
Total Liabilities and Net Assets / Fund Balance$4,161,586$4,321,167▲ $159,581

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$14,743$14,743
Other Assets Org$25,000--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen GrahamExecutive DirectorFT$160,000$34,516$194,516

Board Members and Trustees

NameTitle
Susan MarkelChairman
Meredith CrossPresident
Lori RichardsPresident-elect
Aaron LipsonTrustee
Alan DyeTrustee
Annette NazarethTrustee
Consuelo HitchcockTrustee
Daniel HawkeTrustee
Elizabeth GrayTrustee
Erica WilliamsTrustee
James BarrattTrustee
James BurnsTrustee
K Susan GraftonTrustee
Keir GumbsTrustee
Kristofer SwansonTrustee
Lisa FairfaxTrustee
Lona NallengaraTrustee
Peter ChanTrustee
Tamara BrightwellTrustee
William BakerTrustee
Haima MarlierSecretary
Shelley ParrattTreasurer
Ronald LongVP of Development
Jeffrey BoujoukosVP of the Museum
Revenue and Support

Revenue Composition

Contributions and Grants
$387,445
Program Service Revenue
$0
Investment Income
$51,219
Other Revenue
$5,200
All Other Contributions
$387,445
Change in Net Assets
$96,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$442,839
Revenue Not Reported on Financial Statements
$1,025
Revenue Not Reported on Form 990
$55,645
Total Revenue per Audited Statements
$498,484
Total Revenue per Form 990
$443,864
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$215,991
Other Expenses$131,392
Total Fundraising Expense$72,116
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$84,219$56,030$66,785$207,034
Fees for Services Accounting-$74,399-$74,399
Office Expenses-$7,304$1,762$9,066
Payroll Taxes$3,849$2,025$3,083$8,957
Fees for Services Other$1,395$5,470-$6,865
Insurance-$5,466-$5,466
Information Technology$3,850$1,370-$5,220
Travel$2,068$2,502-$4,570
Occupancy-$2,206-$2,206
Fees for Service Investment Mgmnt Fees-$1,025-$1,025
Other Expenses$599$788$486$788
Total Functional Expenses$107,705$167,562$72,116$347,383

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$347,383
Expenses per Audited Statements$346,358
Total Expenses per Audited Statements$346,358
Expenses Not Reported on Financial Statements$1,025
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 was prepared by the outside accountants. The society board of trustees reviewed the form 990 prior to submission.”

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

“Annually, each trustee and the executive director must sign a statement of compliance with the code of ethics and disclose any exceptions. The president and chairman of the board review all conflicts as they arise and take actions as deemed necessary.”

Form 990, Part VI, Section B, Line 15

“In 2024, the executive director did not receive a change to annual salary. The last compensation review took place during the december 12, 2024, board meeting, at which time a bonus was approved. Due to the unique nature of the organization's business, comparable data is not available. When applicable, all decisions regarding executive salaries are approved by the board during executive session and the executive director is notified of decisions as appropriate. No minutes are taken.”

Form 990, Part VI, Section C, Line 19

“The society's annual reports, which include the audited financial statements, are available at all times on www.sechistorical.org. The code of ethics can be accessed online at www.sechistorical.org/sec/about. The other governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Securities and Exchange Commission
EIN
52-2213646
Phone
2025490158
Address
1455 PENNSYLVANIA AVENUE NW 400, WASHINGTON, DC 20004

Signing Officer

Name
Kathleen Graham
Title
Executive Director
Phone
2025490158
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meredith Cross
Formed
1999
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
1
Volunteers
82

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Kathryn a Miller
Phone
3019519090
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“The society has capitalized the collection of the virtual museum and archive since the museum's inception in march 2002. As of december 31, 2024, the museum collection totaled 10,974 primary materials: papers, photos, oral histories, programs, film, radio and television media, timeline developments, gallery essays and exhibits. No materials were de-accessioned from the collection in 2024. For the year ended december 31, 2024, the costs to utilize outside vendors in building the collection of the virtual museum and archive totaled $10,868. As of december 31, 2024, the accumulated costs incurred in building the virtual museum and archive totaled $2,637,710. The society periodically reviews the carrying value of the virtual museum and archive collection and perform a qualitative impairment analysis. During the year ended december 31, 2024, the assessment concluded that no impairment provision was deemed necessary.”

PART III, LINE 4:

“The virtual museum and archive is the preeminent source for trusted and verified information and material on the regulation of the capital markets from the 20th century to the present, fulfilling the society's mission to share, preserve and advance knowledge of the history of financial regulation.”

Raw XML AppendixShowing 400 of 584 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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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028773
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE PART III, LINE 1.
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IRS990/Desc0THE ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG CONTAINS A RICH RESOURCE OF PRIMARY AND UNIQUE MATERIALS ON THE CREATION, GROWTH AND IMPACT OF CAPITAL MARKETS REGULATION FROM THE 20TH CENTURY TO THE PRESENT. THE VIRTUAL MUSEUM HOUSES A DIGITAL COLLECTION OF MATERIALS SELECTED FOR INCLUSION BECAUSE OF THE HISTORICAL IMPORTANCE OF THE SUBJECT MATTER. TO DATE, THE PERMANENT COLLECTION INCLUDES HUNDREDS OF ORAL HISTORIES, ROUNDTABLES AND PANEL PROGRAMS FEATURING EXPERTS FROM ALL CORNERS OF THE SECURITIES MARKETS - REGULATORY, CORPORATE, LEGISLATIVE, INVESTOR, AND ACADEMIC - WHO HAVE HAD A DIRECT AND SIGNIFICANT ROLE IN, OR IMPACT UPON, THE FUNCTIONING OF THE U.S. CAPITAL MARKETS. OTHER ITEMS IN THE MUSEUM INCLUDE LETTERS, PHOTOS, SPEECHES, PAPERS AND OTHER MATERIALS (CONTINUED ON SCHEDULE O)RELEVANT TO THE DEVELOPMENT, OVERSIGHT AND HISTORY OF THE SECURITIES MARKETS. THE MUSEUM'S COLLECTION OF MATERIALS ASSISTS RESEARCHERS AND THE PUBLIC IN UNDERSTANDING HOW THE STATUTES, REGULATIONS AND POLICIES FOR THE CAPITAL MARKETS HAVE DEVELOPED AND BEEN INTERPRETED FROM THE 1900'S TO THE PRESENT. ENTRANCE TO THE VIRTUAL MUSEUM IS FREE TO ANYONE WITH INTERNET ACCESS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
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