Civic Intelligence

Securities and Exchange Commission Historical Society

990 • Fiscal year 2019 • EIN 52-2213646

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 02, 2020

Organization ProfileWWW.SECHISTORICAL.ORG

View Organization Page

1101 Pennsylvania Avenue NW No 3Washington, DC 20004

(202) 756-5015

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$251,249

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 40.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-8.5%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,831,083

Up $273,162 (+7.7%) from 2018

Net Assets

Up

$3,773,911

Up $231,353 (+6.5%) from 2018

Liabilities

Up

$57,172

Up $41,809 (+272%) from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin83rd percentile

Revenue

Down

$625,626

Down $58,313 (-8.5%) from 2018

Expenses

Down

$443,945

Down $133,922 (-23%) from 2018

Net Income

Up

$181,681

Up $75,609 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2019

Assets$3,831,083
Liabilities$57,172
Net Assets$3,773,911
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$625,626
Expenses$443,945
Net Income$181,681
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 2, 2020
Return Version
2019v5.1
Gross Receipts
$979,486
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$548,445$958,130▲ $409,685
Investments in Publicly Traded Securities$497,416$405,207▼ $92,209
Cash and Non-Interest-Bearing Accounts$244,485$87,711▼ $156,774
Accounts Receivable-$7,500-
Prepaid Expenses and Deferred Charges$3,973$3,613▼ $360
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,557,921$3,831,083▲ $273,162
Other Assets Total$2,263,602$2,368,922▲ $105,320
Liabilities
Accounts Payable and Accrued Expenses$15,363$57,172▲ $41,809
Total Liabilities$15,363$57,172▲ $41,809
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,512,558$3,728,911▲ $216,353
Net Assets With Donor Restrictions$30,000$45,000▲ $15,000
Total Net Assets Fund Balance$3,542,558$3,773,911▲ $231,353
Total Liabilities and Net Assets / Fund Balance$3,557,921$3,831,083▲ $273,162

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$18,993$18,993
Other Assets Org$3,636--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane CobbExecutive DirectorFT$210,000$41,249$251,249

Board Members and Trustees

NameTitle
Thomas O GormanChairman
Arthur B LabyPresident
Joan E MckownPresident-elect
David a LiptonVice President - Museum
Alan L DyeTrustee
Annette NazarethTrustee
Barry W RashkoverTrustee
Claudius O SokenuTrustee
Daniel L GoelzerTrustee
David P BergersTrustee
James R BurnsTrustee
John J OkrayTrustee
Joseph B UcuzogluTrustee
Lisa M FairfaxTrustee
Lori a RichardsTrustee
Richard Y RobertsTrustee
Robert W HelmTrustee
Roberta S KarmelTrustee
Timothy P BurkeTrustee
William R Baker IiiTrustee
Neil S LangTrustee (from 6/1/19)
Richard C BreedenTrustee (from 6/1/19)
Mark D CahnSecretary
Susan G MarkelTreasurer
Jim BarrattVP - Development (from 6/1/19)

Highest Paid Contractors

ContractorServicesLocationCompensation
Design CuisineEquipment & Catering Services2659 SHIRLINGTON ROAD, Arlington, VA 22206$110,702
Revenue and Support

Revenue Composition

Contributions and Grants
$750,923
Program Service Revenue
$0
Investment Income
$19,512
Other Revenue
$-144,809
All Other Contributions
$300,408
Change in Net Assets
$181,681

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$625,626
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$49,672
Total Revenue per Audited Statements
$675,298
Total Revenue per Form 990
$625,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,417
Other Expenses$157,528
Total Fundraising Expense$75,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$164,226$28,649$58,374$251,249
Fees for Services Accounting-$74,592-$74,592
Payroll Taxes$15,240$4,012$5,417$24,669
Occupancy$15,714$2,741$5,585$24,040
Fees for Services Other$11,200$1,215-$12,415
Office Expenses$575$10,993-$11,568
Other Salaries and Wages$6,863$1,197$2,439$10,499
Conferences and Meetings-$20$3,395$3,415
Insurance-$3,309-$3,309
Other Expenses$24,449$980-$980
Information Technology-$671-$671
Travel$46--$46
Total Functional Expenses$238,313$130,422$75,210$443,945

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$443,945
Total Expenses per Audited Statements$443,945
Total Expenses per Form 990$443,945
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$255,639
Fundraising Gross Income$110,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
85th Anniv. Event$561,345$110,830$115,627$-4,797
Total Events$561,345$110,830$255,639$-144,809
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 at its march 25, 2020 board meeting 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 2019, the society treasurer recommend no increase or change to annual compensation for staff to the board of trustees. 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. The last compensation review took place during the march 2019 board meeting, at which time a bonus was approved.”

Form 990, Part VI, Section C, Line 19

“The society's annual reports through 2019, 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 government documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Securities and Exchange Commission
EIN
52-2213646
Phone
2027565015
Address
1101 PENNSYLVANIA AVENUE NW NO 3, WASHINGTON, DC 20004

Signing Officer

Name
Arthur Laby
Title
President
Phone
2027565015
Signed
2020-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Laby
Formed
1999
Legal Domicile
Dc
Voting Board Members
25
Independent Board Members
25
Employees
1
Volunteers
40

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
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. On december 31, 2019, the museum collection totaled 8,657 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 2019. For the year ended december 31, 2019, the costs to utilize outside vendors in building the collection of the virtual museum and archive totaled $105,320. As of december 31, 2019, the accumulated costs incurred in building the virtual museum and archive totaled $2,340,286.”

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.”

PART X, LINE 2:

“For the year ended december 31, 2019, the society has documented its consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 637 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/Desc0THE ON-LINE 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 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/PersonNm3DAVID A LIPTON
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN G MARKEL
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK D CAHN
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM BARRATT
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD C BREEDEN
IRS990/Form990PartVIISectionAGrp/PersonNm8DANIEL L GOELZER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN J OKRAY
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID P BERGERS
IRS990/Form990PartVIISectionAGrp/PersonNm11TIMOTHY P BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM R BAKER III
IRS990/Form990PartVIISectionAGrp/PersonNm13ALAN L DYE
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA M FAIRFAX
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT W HELM
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERTA S KARMEL
IRS990/Form990PartVIISectionAGrp/PersonNm17NEIL S LANG
IRS990/Form990PartVIISectionAGrp/PersonNm18ANNETTE NAZARETH
IRS990/Form990PartVIISectionAGrp/PersonNm19BARRY W RASHKOVER
IRS990/Form990PartVIISectionAGrp/PersonNm20RICHARD Y ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm21CLAUDIUS O SOKENU
IRS990/Form990PartVIISectionAGrp/PersonNm22LORI A RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm23JOSEPH B UCUZOGLU
IRS990/Form990PartVIISectionAGrp/PersonNm24JAMES R BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm25JANE COBB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25220000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT - MUSEUM
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP - DEVELOPMENT (FROM 6/1/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE (FROM 6/1/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE (FROM 6/1/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0450515
IRS990/FundraisingDirectExpensesAmt0255639
IRS990/FundraisingGrossIncomeAmt0110830
IRS990/GainOrLossGrp/SecuritiesAmt01854
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0100075
IRS990/GrossReceiptsAmt0979486
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0671
IRS990/InformationTechnologyGrp/TotalAmt0671
IRS990/InsuranceGrp/ManagementAndGeneralAmt03309
IRS990/InsuranceGrp/TotalAmt03309
IRS990/InvestmentIncomeGrp/ExclusionAmt017658
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017658
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0497416
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0405207
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018993
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt018993
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt098221
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE AND SHARE THE HISTORY OF U.S. FINANCIAL MARKETS AND REGULATION. THE MISSION IS ACCOMPLISHED BY GROWING AND MAKING PUBLICLY AVAILABLE OUR COLLECTION OF UNIQUE MATERIALS THROUGH OUR ONLINE VIRTUAL MUSEUM AND ARCHIVE AT WWW.SECHISTORICAL.ORG.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03542558
IRS990/NetAssetsOrFundBalancesEOYAmt03773911
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01854
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01854
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-144809
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-144809
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt049672
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03512558
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03728911
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05585
IRS990/OccupancyGrp/ManagementAndGeneralAmt02741
IRS990/OccupancyGrp/ProgramServicesAmt015714
IRS990/OccupancyGrp/TotalAmt024040
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010993
IRS990/OfficeExpensesGrp/ProgramServicesAmt0575
IRS990/OfficeExpensesGrp/TotalAmt011568
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02263602
IRS990/OtherAssetsTotalGrp/EOYAmt02368922
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MUSEUM MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING
IRS990/OtherExpensesGrp/Desc2TEMPORARY HELP
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1980
IRS990/OtherExpensesGrp/ProgramServicesAmt024449
IRS990/OtherExpensesGrp/TotalAmt024449
IRS990/OtherExpensesGrp/TotalAmt12043
IRS990/OtherExpensesGrp/TotalAmt2980
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02439
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01197
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06863
IRS990/OtherSalariesAndWagesGrp/TotalAmt010499
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05417
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04012
IRS990/PayrollTaxesGrp/ProgramServicesAmt015240
IRS990/PayrollTaxesGrp/TotalAmt024669
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03973
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03613
IRS990/PrincipalOfficerNm0ARTHUR LABY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0668644
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015295
IRS990/PYOtherExpensesAmt0176625
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0106072
IRS990/PYSalariesCompEmpBnftPaidAmt0401242
IRS990/PYTotalExpensesAmt0577867
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0683939
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0181681
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,831,083
Liabilities
$57,172
Net assets
$3,773,911
Revenue
$625,626
Expenses
$443,945
Net income
$181,681
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
2019Detailed filing. Detailed filing data is available for this year.$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