Civic Intelligence

Washington County Historical Society Inc.

990 • Fiscal year 2023 • EIN 52-6047982

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 07, 2024

Organization ProfileWWW.WASHCOHISTORY.ORG
135 West Washington StreetHagerstown, MD 21740

(301) 797-8782

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.02x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

12th percentile

-29%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$58,148

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$4,324,504

Down $17,618 (-0.4%) from 2022

Net Assets

Down

$4,321,110

Down $18,141 (-0.4%) from 2022

Liabilities

Up

$3,394

Up $523 (+18%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin12th percentile

Revenue

Down

$158,556

Down $96,573 (-38%) from 2022

Expenses

Down

$204,549

Down $10,940 (-5.1%) from 2022

Net Income

Down

-$45,993

Down $85,633 (-216%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,988,893Liabilities 2011: $3,891Net Assets 2011: $3,985,0022011Assets 2012: $3,980,071Liabilities 2012: $449Net Assets 2012: $3,979,6222012Assets 2013: $4,008,472Liabilities 2013: $2,443Net Assets 2013: $4,006,0292013Assets 2014: $4,056,516Liabilities 2014: $2,361Net Assets 2014: $4,054,1552014Assets 2015: $4,000,193Liabilities 2015: $20Net Assets 2015: $4,000,1732015Assets 2016: $3,992,982Liabilities 2016: $3,971Net Assets 2016: $3,989,0112016Assets 2017: $4,134,619Liabilities 2017: $2,566Net Assets 2017: $4,132,0532017Assets 2018: $4,187,943Liabilities 2018: $2,336Net Assets 2018: $4,185,6072018Assets 2019: $4,130,022Liabilities 2019: $2,613Net Assets 2019: $4,127,4092019Assets 2020: $4,170,076Liabilities 2020: $10,300Net Assets 2020: $4,159,7762020Assets 2021: $4,422,632Liabilities 2021: $8,484Net Assets 2021: $4,414,1482021Assets 2022: $4,342,122Liabilities 2022: $2,871Net Assets 2022: $4,339,2512022Assets 2023: $4,324,504Liabilities 2023: $3,394Net Assets 2023: $4,321,1102023Assets 2024: $4,346,356Liabilities 2024: $3,843Net Assets 2024: $4,342,5132024

Highlighted filing

2023

Assets$4,324,504
Liabilities$3,394
Net Assets$4,321,110
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$400K$200K$0-$200KRevenue 2011: $119,860Expenses 2011: $133,859Net Income 2011: -$13,9992011Revenue 2012: $129,378Expenses 2012: $146,685Net Income 2012: -$17,3072012Expenses 2013: $148,9892013Revenue 2014: $97,010Expenses 2014: $121,005Net Income 2014: -$23,9952014Revenue 2015: $155,265Expenses 2015: $177,346Net Income 2015: -$22,0812015Revenue 2016: $183,127Expenses 2016: $194,289Net Income 2016: -$11,1622016Revenue 2017: $284,020Expenses 2017: $178,630Net Income 2017: $105,3902017Revenue 2018: $353,936Expenses 2018: $200,590Net Income 2018: $153,3462018Revenue 2019: $139,277Expenses 2019: $221,212Net Income 2019: -$81,9352019Revenue 2020: $218,573Expenses 2020: $165,258Net Income 2020: $53,3152020Revenue 2021: $307,994Expenses 2021: $187,863Net Income 2021: $120,1312021Revenue 2022: $255,129Expenses 2022: $215,489Net Income 2022: $39,6402022Revenue 2023: $158,556Expenses 2023: $204,549Net Income 2023: -$45,9932023Revenue 2024: $231,361Expenses 2024: $219,016Net Income 2024: $12,3452024

Highlighted filing

2023

Revenue$158,556
Expenses$204,549
Net Income-$45,993
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 7, 2024
Return Version
2022v5.0
Gross Receipts
$253,460
Mission and Program Overview

Mission

The organization is charged with

The organization is charged with fostering an interest in the history of washington county, maryland and the vicinity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$3,473,934$3,473,934→ $0
Investments in Publicly Traded Securities$681,226$721,262▲ $40,036
Land, Buildings, and Equipment, Net$91,511$99,463▲ $7,952
Cash and Non-Interest-Bearing Accounts$26,459$9,570▼ $16,889
Total Assets$4,342,122$4,324,504▼ $17,618
Other Assets Total$68,992$20,275▼ $48,717
Liabilities
Accounts Payable and Accrued Expenses$2,871$3,394▲ $523
Total Liabilities$2,871$3,394▲ $523
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,304,965$4,289,421▼ $15,544
Net Assets With Donor Restrictions$34,286$31,689▼ $2,597
Total Net Assets Fund Balance$4,339,251$4,321,110▼ $18,141
Total Liabilities and Net Assets / Fund Balance$4,342,122$4,324,504▼ $17,618

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$79,760$5,976$85,736
Other Land Buildings$14,206-$14,206
Equipment$5,497$2,230$7,727
Investment Program Related Org$1,266,803--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia R SumnerPast ExecutiFT$52,586$5,562$58,148

Board Members and Trustees

NameTitle
Colleen RaffertyPresident
Alexandra CincinnatiDirector
Brien PoffenbergerDirector
Colleen StoneDirector
Connie MangerDirector
Dr Robert P SavittDirector
H Tim FoltzDirector
Jason MalottDirector
John BarrDirector
Kathyrn GrattonDirector
Russell HodgesDirector
Sandy AndrewsDirector
Steve HummelDirector
Wilbur SoulisDirector
Andrew StoutExecutive Di
William S MaharayPast Preside
Dr Paula S ReedSecretary
Mary D Myers PhdTreasurer
Steve BrooksVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$86,958
Program Service Revenue
$27,996
Investment Income
$30,412
Other Revenue
$13,190
All Other Contributions
$51,653
Change in Net Assets
$-45,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$113,507
Other Expenses$88,042
Total Fundraising Expense$36,023
Professional Fundraising Fees$3,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$44,898$6,137$8,923$59,958
Current Officers, Directors, Trustees, and Key Employees$19,846$4,408$19,845$44,099
Occupancy$30,377$2,539$307$33,223
Fees for Services Accounting-$11,010-$11,010
Payroll Taxes$5,670$1,890$1,890$9,450
Fees for Service Investment Mgmnt Fees$8,195--$8,195
Office Expenses$5,711$1,289$537$7,537
Depreciation Depletion-$6,254-$6,254
Fees for Services Professional Fundraising--$3,000$3,000
Other Expenses$873$249$125$1,247
Advertising$752$215$107$1,074
All Other Expenses$846-$183$1,029
Fees for Services Other$448$150$150$748
Information Technology$440$125$63$628
Total Functional Expenses$134,243$34,283$36,023$204,549
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,352
Fundraising Direct Expenses$6,399
Professional Fundraising Fees$3,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
VAR EVENTS <5K$19,352$19,352$6,399$12,953
Total Events$19,352$19,352$6,399$12,953
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the full board of directors prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors and the staff are required to update and sign the conflict of interest policy annually.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors determine the executive director's salary based on the job requirements for this particular organization.”

Form 990, Page 6, Part VI, Line 19

“Copies of the organization's documents are available by contacting the organization directly. The form 990 is also posted on www.irs.gov and www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Washington County Historical
EIN
52-6047982
Phone
3017978782
Address
135 WEST WASHINGTON STREET, HAGERSTOWN, MD 21740

Signing Officer

Name
Mary D Myers Phd
Title
Treasurer
Phone
3017978782
Signed
2024-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary D Myers Phd
Formed
1912
Legal Domicile
Md
Voting Board Members
18
Independent Board Members
18
Employees
6
Volunteers
20

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
19405 EMERALD SQUARE STE 1400, HAGERSTOWN, MD 21742
Preparer
Erin Clark CPA
Phone
3017335020
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

“Historical miller house - the organization's headquarters, archives, and genealogical library are housed in this historical building. Built in 1825 by samuel price, and later sold by price in 1844 to a fellow attorney, alexander neill, it was the home to several generations of the neill family. The miller family acquired the house in 1912 and gifted it to the historical society in 1965. The house is open for tours and events held by the historical society. Carriage house exhibit - the exhibit includes automobiles from 1910 and 1925. These items have been at the rural heritage museum for at least ten years. Other exhibits include turn of the century tools, hats, clothing, and musical instruments.”

Schedule D, Page 3, Part X

“The society qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code and, therefore there is no provision for income taxes. The societys tax returns are subject to examination by the internal revenue service and state tax authorities, generally for a period of three years after the returns are filed.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
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IRS990/FundraisingGrossIncomeAmt019352
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IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt0253460
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IRS990/InformationTechnologyGrp/FundraisingAmt063
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0125
IRS990/InformationTechnologyGrp/ProgramServicesAmt0440
IRS990/InformationTechnologyGrp/TotalAmt0628
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087775
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MinutesOfGoverningBodyInd0true
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01289
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1GENEALOGY CENTER EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBER NEWSLETTERS
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/FundraisingAmt1884
IRS990/OtherExpensesGrp/FundraisingAmt2125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017
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IRS990/OtherExpensesGrp/ProgramServicesAmt09312
IRS990/OtherExpensesGrp/ProgramServicesAmt15991
IRS990/OtherExpensesGrp/ProgramServicesAmt2884
IRS990/OtherExpensesGrp/ProgramServicesAmt3873
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IRS990/OtherExpensesGrp/TotalAmt15991
IRS990/OtherExpensesGrp/TotalAmt21768
IRS990/OtherExpensesGrp/TotalAmt31247
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08923
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06137
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044898
IRS990/OtherSalariesAndWagesGrp/TotalAmt059958
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01890
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01890
IRS990/PayrollTaxesGrp/ProgramServicesAmt05670
IRS990/PayrollTaxesGrp/TotalAmt09450
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARY D MYERS PHD
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2MUSEUM & GARDEN RENTAL
IRS990/ProgramServiceRevenueGrp/Desc3ARTIFACT SALES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2292
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RevenueAmt027996
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 1,701
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0150842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0215708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165660
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0716830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021041
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt018489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022292
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0104805

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,324,504
Liabilities
$3,394
Net assets
$4,321,110
Revenue
$158,556
Expenses
$204,549
Net income
-$45,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.34$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.16$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.26$0.22$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.42$0.01$4.41$0.31$0.19$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.01$4.16$0.22$0.17$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.35$0.20$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.28$0.18$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.18$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.16$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.05$0.10$0.12$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$0.00$4.01$0.15
2012Summary only. Only limited summary data is available for this year.$3.98$0.00$3.98$0.13$0.15$0.02
2011Summary only. Only limited summary data is available for this year.$3.99$0.00$3.99$0.12$0.13$0.01