Civic Intelligence

Business History Conference

990 • Fiscal year 2016 • EIN 54-1426776

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 31, 2017

Organization ProfileWWW.THEBHC.ORG
PO Box 3630Wilmington, DE 19807-0630

(302) 658-2400

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

5.0%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$899,439

Up $42,587 (+5.0%) from 2015

Net Assets

Up

$899,439

Up $42,587 (+5.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin71st percentile

Revenue

Down

$153,444

Down $77,997 (-34%) from 2015

Expenses

Down

$133,433

Down $66,321 (-33%) from 2015

Net Income

Down

$20,011

Down $11,676 (-37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $634,837Liabilities 2010: $0Net Assets 2010: $634,8372010Assets 2011: $616,018Liabilities 2011: $0Net Assets 2011: $616,0182011Assets 2012: $702,561Liabilities 2012: $0Net Assets 2012: $702,5612012Assets 2013: $826,466Liabilities 2013: $0Net Assets 2013: $826,4662013Assets 2014: $856,754Liabilities 2014: $0Net Assets 2014: $856,7542014Assets 2015: $856,852Liabilities 2015: $0Net Assets 2015: $856,8522015Assets 2016: $899,439Liabilities 2016: $0Net Assets 2016: $899,4392016Assets 2017: $980,963Liabilities 2017: $0Net Assets 2017: $980,9632017Assets 2018: $911,702Liabilities 2018: $0Net Assets 2018: $911,7022018Assets 2019: $1,204,739Liabilities 2019: $0Net Assets 2019: $1,204,7392019Assets 2020: $1,385,730Liabilities 2020: $0Net Assets 2020: $1,385,7302020Assets 2021: $1,643,903Liabilities 2021: $0Net Assets 2021: $1,643,9032021Assets 2022: $1,366,952Liabilities 2022: $0Net Assets 2022: $1,366,9522022Assets 2023: $4,274,673Liabilities 2023: $0Net Assets 2023: $4,274,6732023Assets 2024: $7,342,198Liabilities 2024: $0Net Assets 2024: $7,342,1982024

Highlighted filing

2016

Assets$899,439
Liabilities$0
Net Assets$899,439
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $59,746Expenses 2010: $55,812Net Income 2010: $3,9342010Revenue 2011: $108,527Expenses 2011: $107,109Net Income 2011: $1,4182011Expenses 2012: $131,6862012Revenue 2013: $138,961Expenses 2013: $131,876Net Income 2013: $7,0852013Revenue 2014: $176,100Expenses 2014: $154,566Net Income 2014: $21,5342014Revenue 2015: $231,441Expenses 2015: $199,754Net Income 2015: $31,6872015Revenue 2016: $153,444Expenses 2016: $133,433Net Income 2016: $20,0112016Revenue 2017: $136,150Expenses 2017: $170,561Net Income 2017: -$34,4112017Revenue 2018: $214,610Expenses 2018: $199,691Net Income 2018: $14,9192018Revenue 2019: $240,298Expenses 2019: $145,315Net Income 2019: $94,9832019Revenue 2020: $158,243Expenses 2020: $108,350Net Income 2020: $49,8932020Revenue 2021: $162,040Expenses 2021: $116,572Net Income 2021: $45,4682021Revenue 2022: $225,932Expenses 2022: $78,444Net Income 2022: $147,4882022Revenue 2023: $2,694,138Expenses 2023: $161,755Net Income 2023: $2,532,3832023Revenue 2024: $451,653Expenses 2024: $494,082Net Income 2024: -$42,4292024

Highlighted filing

2016

Revenue$153,444
Expenses$133,433
Net Income$20,011
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 31, 2017
Return Version
2016v3.0
Gross Receipts
$153,444
Mission and Program Overview

Mission

To encourage all aspects of the research, writing and teaching of business history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$856,852$899,439▲ $42,587
Savings and Temporary Cash Investments$718,135$735,655▲ $17,520
Cash and Non-Interest-Bearing Accounts$138,717$163,784▲ $25,067
Total Assets$856,852$899,439▲ $42,587
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$856,852$899,439▲ $42,587
Total Liabilities and Net Assets / Fund Balance$856,852$899,439▲ $42,587
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Walter FriedmanPresident
MARY O'SULLIVANPresident El
Roger HorowitzSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$66,772
Program Service Revenue
$59,430
Investment Income
$27,242
Other Revenue
$0
All Other Contributions
$48,380
Change in Net Assets
$20,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$113,266
Grants and Similar Amounts Paid$20,167
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$52,803--$52,803
Grants to Domestic Individuals$20,167--$20,167
Travel$19,669--$19,669
Office Expenses$2,683$2,059-$4,742
Fees for Services Accounting$1,025--$1,025
Other Expenses$25--$25
Total Functional Expenses$131,374$2,059$0$133,433
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The governing body consists of 17 board members.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors has the right to elect new members to the board.”

Form 990, Page 6, Part VI, Line 7B

“The board members act as the governing body for business history conference”

Form 990, Page 6, Part VI, Line 11B

“A draft of the 990 tax return is circulated to the board of directors via email for approval prior to submission.”

Form 990, Page 6, Part VI, Line 19

“Any governing documents, financial statements, or tax returns are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Business History Conference
EIN
54-1426776
Phone
3026582400
Address
PO BOX 3630, WILMINGTON, DE 19807-0630

Signing Officer

Name
Roger Horowitz
Title
Secretary/treasurer
Phone
3026582400
Signed
2017-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walter Friedman
Formed
1988
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Chandler Nichol & Sloan Pa
Address
3510 SILVERSIDE RD STE 4, WILMINGTON, DE 19810
Preparer
Susan L Nichol CPA
Phone
3024789800
Raw XML Appendix315 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/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3630
IRS990/USAddress/CityNm0WILMINGTON
IRS990/USAddress/StateAbbreviationCd0DE
IRS990/USAddress/ZIPCd019807
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0WWW.THEBHC.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER HOROWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03026582400
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUSINESS HISTORY CONFERENCE
ReturnHeader/Filer/BusinessNameControlTxt0BUSI
ReturnHeader/Filer/EIN0541426776
ReturnHeader/Filer/PhoneNum03026582400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3630
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198070630
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D51795C1AF96A5AFCB19896A9CFBB9872EBCF114
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0389016A9205CDDBE911302A3A824BEE521AEA736
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510339407
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHANDLER NICHOL & SLOAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03510 SILVERSIDE RD STE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019810
ReturnHeader/PreparerPersonGrp/PhoneNum03024789800
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN L NICHOL CPA
ReturnHeader/ReturnTs02017-08-16T14:43:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$899,439
Liabilities
$0
Net assets
$899,439
Revenue
$153,444
Expenses
$133,433
Net income
$20,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.00$7.34$0.45$0.49$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$2.69$0.16$2.53
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.23$0.08$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.16$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.16$0.11$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.24$0.15$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.21$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.15$0.13$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.23$0.20$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.18$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.14$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.13
2011Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.11$0.11$0.00
2010Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.06$0.06$0.00