Civic Intelligence

Securities and Exchange Commission Historical Society

990 • Fiscal year 2020 • EIN 52-2213646

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 06, 2021

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.11x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$220,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 53.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

2.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-35%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,906,802

Up $75,719 (+2.0%) from 2019

Net Assets

Up

$3,863,226

Up $89,315 (+2.4%) from 2019

Liabilities

Down

$43,576

Down $13,596 (-24%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin71st percentile

Revenue

Down

$408,267

Down $217,359 (-35%) from 2019

Expenses

Down

$333,446

Down $110,499 (-25%) from 2019

Net Income

Down

$74,821

Down $106,860 (-59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$3,906,802
Liabilities$43,576
Net Assets$3,863,226
Open 2020 Filing

Operations Trend

Revenue Growth14th 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

2020

Revenue$408,267
Expenses$333,446
Net Income$74,821
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 6, 2021
Return Version
2020v4.1
Gross Receipts
$422,761
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$958,130$1,007,522▲ $49,392
Investments in Publicly Traded Securities$405,207$275,528▼ $129,679
Cash and Non-Interest-Bearing Accounts$87,711$110,259▲ $22,548
Accounts Receivable$7,500$56,276▲ $48,776
Prepaid Expenses and Deferred Charges$3,613$3,712▲ $99
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,831,083$3,906,802▲ $75,719
Other Assets Total$2,368,922$2,453,505▲ $84,583
Liabilities
Unsecured Notes Loans Payable-$23,000-
Accounts Payable and Accrued Expenses$57,172$20,576▼ $36,596
Total Liabilities$57,172$43,576▼ $13,596
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,728,911$3,844,726▲ $115,815
Net Assets With Donor Restrictions$45,000$18,500▼ $26,500
Total Net Assets Fund Balance$3,773,911$3,863,226▲ $89,315
Total Liabilities and Net Assets / Fund Balance$3,831,083$3,906,802▲ $75,719

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$18,993$18,993
Other Assets Org$3,636--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane CobbExecutive DirectorFT$210,000$10,000$220,000

Board Members and Trustees

NameTitle
Arthur LabyChairman
Joan MckownPresident
Annette NazarethPresident-elect
Alan DyeTrustee
Barry RashkoverTrustee
Claudius SokenuTrustee
David LiptonTrustee
James BurnsTrustee
John OkrayTrustee
Kristofer SwansonTrustee
Lara AbrashTrustee
Lisa FairfaxTrustee
Meredith CrossTrustee
Neil LangTrustee
Richard BreedenTrustee
Richard RobertsTrustee
Robert HelmTrustee
Roberta KarmelTrustee
Timothy BurkeTrustee
William BakerTrustee
Lori RichardsSecretary
Susan MarkelTreasurer
James BarrattVP-development
Marc DorfmanVP-museum
Revenue and Support

Revenue Composition

Contributions and Grants
$389,751
Program Service Revenue
$0
Investment Income
$17,842
Other Revenue
$674
All Other Contributions
$389,751
Change in Net Assets
$74,821

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
$408,267
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$66,994
Total Revenue per Audited Statements
$475,261
Total Revenue per Form 990
$408,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$231,143
Other Expenses$102,303
Total Fundraising Expense$25,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$142,518$55,584$21,898$220,000
Fees for Services Accounting-$55,951-$55,951
Occupancy$14,420$5,545$2,216$22,181
Payroll Taxes$9,539$4,768$1,466$15,773
Office Expenses$298$6,167-$6,465
Fees for Services Other$2,825--$2,825
Insurance-$2,631-$2,631
Other Expenses$4,892$1,832-$1,832
Other Salaries and Wages$854$333$131$1,318
Information Technology-$1,193-$1,193
Conferences and Meetings--$225$225
Other Employee Benefits$-3,866$-1,487$-595$-5,948
Total Functional Expenses$171,480$136,625$25,341$333,446

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$385,946
Expenses per Audited Statements$333,446
Total Expenses per Form 990$333,446
Expenses Not Reported on Form 990$52,500
Expenses Not Reported on Financial Statements$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 2020, the society treasurer recommended 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 december 2020 board meeting, at which time a bonus was approved.”

Form 990, Part VI, Section C, Line 19

“The society's annual reports through 2020, 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
2027565015
Address
1101 PENNSYLVANIA AVENUE NW NO 3, WASHINGTON, DC 20004

Signing Officer

Name
Joan E Mckown
Title
Chairman
Phone
2027565015
Signed
2021-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan E Mckown
Formed
1999
Legal Domicile
Dc
Voting Board Members
24
Independent Board Members
24
Employees
1
Volunteers
50

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

FORM 990, PART X, LINE 24:

“On april 16, 2020, the society received loan proceeds in the amount of $23,000 under the paycheck protection program. The promissory note called for monthly principal and interest payments amortized over the term of the promissory note with a deferral of payments for the first six months. Under the coronavirus aid, relief, and economic security act (cares act), the promissory note may be forgiven by the small business administration in whole or in part. The society used the proceeds for purposes consistent with the paycheck protection program. The society applied for forgiveness, which was granted in full, including accrued interest, subsequent to december 31, 2020. The society will record revenue from debt extinguishments during the year ending december 31, 2021, which is the period when forgiveness was granted.”

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, 2020, the museum collection totaled 9,719 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 2020. For the year ended december 31, 2020, the costs to utilize outside vendors in building the collection of the virtual museum and archive totaled $84,583. As of december 31, 2020, the accumulated costs incurred in building the virtual museum and archive totaled $2,424,869.”

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, 2020, 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.”

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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 (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/PersonNm1JOAN MCKOWN
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IRS990/Form990PartVIISectionAGrp/PersonNm14LISA FAIRFAX
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT HELM
IRS990/Form990PartVIISectionAGrp/PersonNm16ROBERTA KARMEL
IRS990/Form990PartVIISectionAGrp/PersonNm17NEIL LANG
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IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN OKRAY
IRS990/Form990PartVIISectionAGrp/PersonNm20BARRY RASHKOVER
IRS990/Form990PartVIISectionAGrp/PersonNm21RICHARD ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm22CLAUDIUS SOKENU
IRS990/Form990PartVIISectionAGrp/PersonNm23KRISTOFER SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm24JANE COBB
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP-DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP-MUSEUM
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24EXECUTIVE DIRECTOR
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IRS990/FormationYr01999
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IRS990/GainOrLossGrp/SecuritiesAmt0959
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IRS990/GrantsToOrganizationsInd00
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01193
IRS990/InformationTechnologyGrp/TotalAmt01193
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IRS990/InsuranceGrp/TotalAmt02631
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016883
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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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt03863226
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0959
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IRS990/NetUnrlzdGainsLossesInvstAmt014494
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03844726
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IRS990/OccupancyGrp/ProgramServicesAmt014420
IRS990/OccupancyGrp/TotalAmt022181
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06167
IRS990/OfficeExpensesGrp/ProgramServicesAmt0298
IRS990/OfficeExpensesGrp/TotalAmt06465
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2PAYROLL PROCESSING
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11832
IRS990/OtherExpensesGrp/ProgramServicesAmt04892
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0750923
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0489346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0598618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02897282
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016883

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,906,802
Liabilities
$43,576
Net assets
$3,863,226
Revenue
$408,267
Expenses
$333,446
Net income
$74,821
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
2020Detailed filing. Detailed filing data is available for this year.$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