Civic Intelligence

Business History Conference

990 • Fiscal year 2018 • EIN 54-1426776

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 15, 2019

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

22nd percentile

-7.1%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

58%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$911,702

Down $69,261 (-7.1%) from 2017

Net Assets

Down

$911,702

Down $69,261 (-7.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin59th percentile

Revenue

Up

$214,610

Up $78,460 (+58%) from 2017

Expenses

Up

$199,691

Up $29,130 (+17%) from 2017

Net Income

Up

$14,919

Up $49,330 (+143%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2018

Assets$911,702
Liabilities$0
Net Assets$911,702
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$214,610
Expenses$199,691
Net Income$14,919
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$214,610
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$980,963$911,702▼ $69,261
Savings and Temporary Cash Investments$862,223$760,967▼ $101,256
Cash and Non-Interest-Bearing Accounts$118,740$150,735▲ $31,995
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$980,963$911,702▼ $69,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$980,963$911,702▼ $69,261
Total Liabilities and Net Assets / Fund Balance$980,963$911,702▼ $69,261
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Teresa Da Silva LopesPresident
Edward BalleisenPresident Elect
Andrew PoppSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,495
Program Service Revenue
$123,860
Investment Income
$35,255
Other Revenue
$0
All Other Contributions
$39,779
Change in Net Assets
$14,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,702
Grants and Similar Amounts Paid$18,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$108,618--$108,618
Grants to Domestic Individuals$18,989--$18,989
Conferences and Meetings$8,170--$8,170
Office Expenses$4,879$2,357-$7,236
Fees for Services Accounting$1,200--$1,200
Other Expenses$25--$25
Total Functional Expenses$197,334$2,357$0$199,691
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
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, Part VI, Section A, Line 6

“The governing body consists of 12 board members.”

Form 990, Part VI, Section A, Line 7A

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

Form 990, Part VI, Section A, Line 7B

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

Form 990, Part VI, Section B, 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, Part VI, Section C, 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
Teresa Da Silva Lopes
Title
President
Phone
3026582400
Signed
2019-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teresa Da Silva Lopes
Formed
1988
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Chandler Nichol & Sloan Pa
Address
3510 SILVERSIDE ROAD UNIT 4, WILMINGTON, DE 19810
Preparer
Susan L Nichol CPA
Phone
3024789800
Raw XML Appendix351 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY CONSISTS OF 12 BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS HAS THE RIGHT TO ELECT NEW MEMBERS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS ACT AS THE GOVERNING BODY FOR BUSINESS HISTORY CONFERENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF THE 990 TAX RETURN IS CIRCULATED TO THE BOARD OF DIRECTORS VIA EMAIL FOR APPROVAL PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, OR TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalAssetsGrp/EOYAmt0911702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt055495
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02357
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197334
IRS990/TotalFunctionalExpensesGrp/TotalAmt0199691
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0911702
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0197334
IRS990/TotalProgramServiceRevenueAmt0123860
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016528
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0142587
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0214610
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0911702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0108618
IRS990/TravelGrp/TotalAmt0108618
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/FilingSecurityInformation/IPTm013:24:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510339407
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN L NICHOL CPA
ReturnHeader/ReturnTs02019-08-19T08:24:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$911,702
Liabilities
$0
Net assets
$911,702
Revenue
$214,610
Expenses
$199,691
Net income
$14,919
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