Civic Intelligence

Monroe County Historical Society

EIN 55-0638978 • 501(c)3 • Union, WV

Profile

Historic education and preservation

PO Box 465Union, WV 24983
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

2.4%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.1%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$505,670

Up $22,460 (+4.6%) from 2023

Liabilities

Up

$100

Up $76 (+317%) from 2023

Net Assets

Up

$505,570

Up $22,384 (+4.6%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin46th percentile

Revenue

Up

$41,067

Up $1,611 (+4.1%) from 2023

Expenses

Up

$40,067

Up $9,837 (+33%) from 2023

Net Income

Down

$1,000

Down $8,226 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $156,745Liabilities 2011: $02011Assets 2012: $166,381Liabilities 2012: $02012Assets 2013: $196,077Liabilities 2013: $1502013Assets 2014: $225,524Liabilities 2014: $712014Assets 2015: $227,809Liabilities 2015: $1402015Assets 2016: $226,829Liabilities 2016: $1062016Assets 2017: $298,357Liabilities 2017: $1032017Assets 2018: $291,421Liabilities 2018: $512018Assets 2019: $379,732Liabilities 2019: $842019Assets 2020: $390,291Liabilities 2020: $282020Assets 2021: $518,818Liabilities 2021: $61Net Assets 2021: $518,7572021Assets 2022: $459,953Liabilities 2022: $38Net Assets 2022: $459,9152022Assets 2023: $483,210Liabilities 2023: $24Net Assets 2023: $483,1862023Assets 2024: $505,670Liabilities 2024: $100Net Assets 2024: $505,5702024

Highlighted filing

2024

Assets$505,670
Liabilities$100
Net Assets$505,570
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $25,686Expenses 2011: $28,560Net Income 2011: -$2,8742011Revenue 2012: $30,036Expenses 2012: $20,430Net Income 2012: $9,6062012Revenue 2013: $42,531Expenses 2013: $12,947Net Income 2013: $29,5842013Revenue 2014: $46,296Expenses 2014: $16,770Net Income 2014: $29,5262014Revenue 2015: $21,865Expenses 2015: $19,649Net Income 2015: $2,2162015Revenue 2016: $25,361Expenses 2016: $26,307Net Income 2016: -$9462016Revenue 2017: $97,402Expenses 2017: $25,871Net Income 2017: $71,5312017Revenue 2018: $21,388Expenses 2018: $23,538Net Income 2018: -$2,1502018Revenue 2019: $109,295Expenses 2019: $21,017Net Income 2019: $88,2782019Revenue 2020: $40,322Expenses 2020: $29,707Net Income 2020: $10,6152020Revenue 2021: $140,599Expenses 2021: $25,660Net Income 2021: $114,9392021Revenue 2022: $11,627Expenses 2022: $28,927Net Income 2022: -$17,3002022Revenue 2023: $39,456Expenses 2023: $30,230Net Income 2023: $9,2262023Revenue 2024: $41,067Expenses 2024: $40,067Net Income 2024: $1,0002024

Highlighted filing

2024

Revenue$41,067
Expenses$40,067
Net Income$1,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$505,670
Liabilities
$100
Net assets
$505,570
Revenue
$41,067
Expenses
$40,067
Net income
$1,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.00$5.06$0.41$0.40$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.39$0.30$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.12$0.29$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.41$0.26$1.15
2020Summary only. Only limited summary data is available for this year.$3.90$0.00$0.40$0.30$0.11
2019Summary only. Only limited summary data is available for this year.$3.80$0.00$1.09$0.21$0.88
2018Summary only. Only limited summary data is available for this year.$2.91$0.00$0.21$0.24$0.02
2017Summary only. Only limited summary data is available for this year.$2.98$0.00$0.97$0.26$0.72
2016Summary only. Only limited summary data is available for this year.$2.27$0.00$0.25$0.26$0.01
2015Summary only. Only limited summary data is available for this year.$2.28$0.00$0.22$0.20$0.02
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$0.46$0.17$0.30
2013Summary only. Only limited summary data is available for this year.$1.96$0.00$0.43$0.13$0.30
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.30$0.20$0.10
2011Summary only. Only limited summary data is available for this year.$1.57$0.00$0.26$0.29$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$45,143
Mission and Program Overview

Mission

Historic education and preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$224,625$246,578▲ $21,953
Land, Buildings, and Equipment, Net$238,302$236,566▼ $1,736
Cash and Non-Interest-Bearing Accounts$20,283$22,526▲ $2,243
Total Assets$483,210$505,670▲ $22,460
Liabilities
Accounts Payable and Accrued Expenses$24$100▲ $76
Total Liabilities$24$100▲ $76
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,323$257,283▲ $6,960
Net Assets With Donor Restrictions$232,863$248,287▲ $15,424
Total Net Assets Fund Balance$483,186$505,570▲ $22,384
Total Liabilities and Net Assets / Fund Balance$483,210$505,670▲ $22,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$227,137$97,844$0
Other Land Buildings$0$0$0
Land$7,500-$0
Equipment$1,929$17,302$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lynn CutterPast-President
Ward LeflerPresident
Allison TomlinsonDirector
Barbara ZieglerDirector
Bob AllenDirector
Bob PomphreyDirector
Fred ZieglerDirector
Janet McDanielDirector
Judy WagnerDirector
Steve EllisonDirector
Vernessa PontiusDirector
Ana LuskCorresponding Secretary
Becky AllenSecretary
Doris FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,037
Program Service Revenue
$0
Investment Income
$13,653
Other Revenue
$8,377
All Other Contributions
$17,807
Change in Net Assets
$1,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,067
Total Fundraising Expense$111
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$11,000$0$0$11,000
Occupancy$9,429$0$0$9,429
Depreciation Depletion$7,946$0$0$7,946
Fees for Service Investment Mgmnt Fees$0$2,984$0$2,984
Insurance$2,754$0$0$2,754
Fees for Services Accounting$0$1,999$0$1,999
Advertising$363$0$0$363
Other Expenses$0$289$0$289
Office Expenses$0$162$111$273
Total Functional Expenses$33,982$5,974$111$40,067
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,530
Fundraising Direct Expenses$3,210
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
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
No
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

“Form 990 is reviewed and approved by Treasurer before filing. Form 990 is made available to officers and board of directors after filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents have NOT been made available to the public. The organization does NOT have a conflict of interest policy. Financial staements have NOT been made available to the public.”

Filing and Contact Details

Filer

Filer Name
Monroe County Historical Society
EIN
55-0638978
Phone
3047723544
Address
PO Box 465, Union, WV 24983

Signing Officer

Name
Doris Franklin
Title
Treasurer
Phone
3048326864
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ward Lefler
Formed
1966
Legal Domicile
Wv
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
15

Preparer

Firm
JP Rice Company Inc
Address
PO Box 269, Union, WV 24983
Preparer
Johnathan Rice
Phone
3047724406
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“The Organization has contracted with an individual to serve as the Museum Attendant. Duties include, but not limited to the following. Operate museum during designated hours, assist visitors, conduct/oversee tours of properties and collections, geneology research, work on archives, light cleaning and mainteance inside of museum, abswer phone and direct requests and inquiries to appropriate MCHS officials, recruit and train volunteers, and assist with special projects and events as directed by supervisor.”

Raw XML AppendixShowing 400 of 533 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/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0224625
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0246578
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0115146
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0238302
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0236566
IRS990/LandBldgEquipCostOrOtherBssAmt0351712
IRS990/LegalDomicileStateCd0WV
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt01230
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0195
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0195
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Historic education and preservation
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0483186
IRS990/NetAssetsOrFundBalancesEOYAmt0505570
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt07320
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt07320
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0862
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0862
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021384
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0250323
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0257283
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt09429
IRS990/OccupancyGrp/TotalAmt09429
IRS990/OfficeExpensesGrp/FundraisingAmt0111
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0162
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0273
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Internet & phone
IRS990/OtherExpensesGrp/Desc1License & dues
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3289
IRS990/OtherExpensesGrp/ProgramServicesAmt01635
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt2855
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt01635
IRS990/OtherExpensesGrp/TotalAmt1540
IRS990/OtherExpensesGrp/TotalAmt2855
IRS990/OtherExpensesGrp/TotalAmt3289
IRS990/OtherRevenueTotalAmt0195
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Ward Lefler
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018936
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012701
IRS990/PYOtherExpensesAmt030230
IRS990/PYOtherRevenueAmt07819
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt09226
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt030230
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039456
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01000
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09037
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040231
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013653
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012701
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03081
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03359
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01728
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0592
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01273
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012701
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt036885
IRS990ScheduleA/InvestmentIncomeCYPct00.44722
IRS990ScheduleA/InvestmentIncomePYPct00.31078
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45579
IRS990ScheduleA/PublicSupportPY509Pct00.59322
IRS990ScheduleA/PublicSupportTotal509Amt037592
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt08000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt08000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt08000

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