Civic Intelligence

Marengo County Historical Society Inc.

990 • Fiscal year 2018 • EIN 63-0516397

Dec 01, 2017 to Nov 30, 2018 • Filed on Mar 31, 2019

P O Box 159Demopolis, AL 36732

(334) 289-0282

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.02x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,152,614

Down $27,541 (-2.3%) from 2017

Net Assets

Down

$1,150,000

Down $28,535 (-2.4%) from 2017

Liabilities

Up

$2,614

Up $994 (+61%) from 2017

Revenue

Down

$114,311

Down $47,419 (-29%) from 2017

Expenses

Down

$142,846

Down $2,542 (-1.7%) from 2017

Net Income

Down

-$28,535

Down $44,877 (-275%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,109,181Liabilities 2011: $6,716Net Assets 2011: $1,102,4652011Assets 2012: $1,103,621Liabilities 2012: $6,785Net Assets 2012: $1,096,8362012Assets 2013: $1,109,755Liabilities 2013: $9,903Net Assets 2013: $1,099,8522013Assets 2014: $1,115,387Liabilities 2014: $22,287Net Assets 2014: $1,093,1002014Assets 2015: $1,115,664Liabilities 2015: $24,164Net Assets 2015: $1,091,5002015Assets 2016: $1,163,487Liabilities 2016: $1,294Net Assets 2016: $1,162,1932016Assets 2017: $1,180,155Liabilities 2017: $1,620Net Assets 2017: $1,178,5352017Assets 2018: $1,152,614Liabilities 2018: $2,614Net Assets 2018: $1,150,0002018Assets 2019: $1,134,067Liabilities 2019: $1,793Net Assets 2019: $1,132,2742019Assets 2020: $1,161,396Liabilities 2020: $52,614Net Assets 2020: $1,108,7822020Assets 2021: $1,153,847Liabilities 2021: $11,497Net Assets 2021: $1,142,3502021Assets 2022: $1,206,349Liabilities 2022: $11,171Net Assets 2022: $1,195,1782022Assets 2023: $1,222,709Liabilities 2023: $1,404Net Assets 2023: $1,221,3052023Assets 2024: $1,217,057Liabilities 2024: $1,339Net Assets 2024: $1,215,7182024

Highlighted filing

2018

Assets$1,152,614
Liabilities$2,614
Net Assets$1,150,000

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $134,378Expenses 2011: $101,704Net Income 2011: $32,6742011Revenue 2012: $94,013Expenses 2012: $99,642Net Income 2012: -$5,6292012Revenue 2013: $93,772Expenses 2013: $90,756Net Income 2013: $3,0162013Revenue 2014: $82,948Expenses 2014: $89,700Net Income 2014: -$6,7522014Revenue 2015: $119,094Expenses 2015: $120,694Net Income 2015: -$1,6002015Revenue 2016: $205,484Expenses 2016: $134,791Net Income 2016: $70,6932016Revenue 2017: $161,730Expenses 2017: $145,388Net Income 2017: $16,3422017Revenue 2018: $114,311Expenses 2018: $142,846Net Income 2018: -$28,5352018Revenue 2019: $148,612Expenses 2019: $166,338Net Income 2019: -$17,7262019Revenue 2020: $84,186Expenses 2020: $107,678Net Income 2020: -$23,4922020Revenue 2021: $150,286Expenses 2021: $116,718Net Income 2021: $33,5682021Revenue 2022: $179,736Expenses 2022: $126,908Net Income 2022: $52,8282022Revenue 2023: $136,039Expenses 2023: $109,912Net Income 2023: $26,1272023Revenue 2024: $136,848Expenses 2024: $142,435Net Income 2024: -$5,5872024

Highlighted filing

2018

Revenue$114,311
Expenses$142,846
Net Income-$28,535
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Mar 31, 2019
Return Version
2017v2.3
Gross Receipts
$114,311
Mission and Program Overview

Mission

HISTORIC PRESERVATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,178,535$1,150,000▼ $28,535
Investments in Publicly Traded Securities$209,484$209,650▲ $166
Cash and Non-Interest-Bearing Accounts$126,127$98,420▼ $27,707
Savings and Temporary Cash Investments$69,330$69,330→ $0
Total Assets$1,180,155$1,152,614▼ $27,541
Other Assets Total$775,214$775,214→ $0
Liabilities
Other Liabilities$1,534$1,502▼ $32
Accounts Payable and Accrued Expenses$86$1,112▲ $1,026
Total Liabilities$1,620$2,614▲ $994
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,178,535$1,150,000▼ $28,535
Total Liabilities and Net Assets / Fund Balance$1,180,155$1,152,614▼ $27,541

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martha TurnerPresident
Betsy CoplinDirector
Evelyn JamesDirector
Jonathan EdelsonDirector
Kathy OwingsDirector
Sam HicksDirector
Stewart CrawfordDirector
Katherine GlassMembership S
Amanda HallSecretary
Morgan NelsonTreasurer
Suzanne YoungVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$79,305
Program Service Revenue
$11,704
Investment Income
$13,226
Other Revenue
$10,076
All Other Contributions
$39,094
Change in Net Assets
$-28,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,972
Salaries, Compensation, and Employee Benefits$44,874
Total Fundraising Expense$15,108
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$41,700--$41,700
Occupancy$19,699--$19,699
All Other Expenses$9,013$150$6,191$15,354
Fees for Services Accounting-$5,020-$5,020
Other Expenses$5,195-$3,988$3,988
Payroll Taxes$3,174--$3,174
Office Expenses$913$39-$952
Insurance$627--$627
Advertising$201--$201
Travel-$36-$36
Total Functional Expenses$122,493$5,245$15,108$142,846
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rooster Day$40,211---
Total Events$40,211---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$1,502
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
No
Management duties delegated
No

Governance Explanations

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Marengo County Historical Society
EIN
63-0516397
Phone
3342890282
Address
P O BOX 159, DEMOPOLIS, AL 36732

Signing Officer

Name
Morgan Nelson
Title
Treasurer
Phone
3342890282
Signed
2019-03-31

Organization Details

Principal Officer
Morgan Nelson
Voting Board Members
12
Independent Board Members
12
Employees
3

Preparer

Firm
Mason and Gardner Cpas
Address
PO BOX 836, DEMOPOLIS, AL 36732
Preparer
Naomi H Allen
Phone
3342890620
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Properties in and around marengo county, al. 7. Sponser a heritage education program at the local elementary school.

Form 990, Part IX, Line 24E

Cogs 3,732 0 0 rooster day auction 0 0 2,833 other expense 2,030 150 179 other fund raising expens 0 0 2,146 telephone 1,786 0 0 outside services 765 0 0 rooster day 5k 0 0 685 coop games 0 0 348 postage 333 0 0 dues & subscriptions 250 0 0 contract labor 65 0 0 operating supplies 52 0 0 total 9,013 150 6,191

Raw XML Appendix393 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0196476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101909
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0HOUSE, LOT AND CONTENTS - LYON HALL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1HOUSE & LOT - BLUFF HALL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2FURNISHINGS - BLUFF HALL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3HOUSE & LOT - LAIRD COTTAGE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4FEAZELL LOT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5EQUIPMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6.66 ACRE LOT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01502
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
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IRS990ScheduleD/TotalLiabilityAmt01502
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROOSTER DAY
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROPERTIES IN AND AROUND MARENGO COUNTY, AL. 7. SPONSER A HERITAGE EDUCATION PROGRAM AT THE LOCAL ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COGS 3,732 0 0 ROOSTER DAY AUCTION 0 0 2,833 OTHER EXPENSE 2,030 150 179 OTHER FUND RAISING EXPENS 0 0 2,146 TELEPHONE 1,786 0 0 OUTSIDE SERVICES 765 0 0 ROOSTER DAY 5K 0 0 685 COOP GAMES 0 0 348 POSTAGE 333 0 0 DUES & SUBSCRIPTIONS 250 0 0 CONTRACT LABOR 65 0 0 OPERATING SUPPLIES 52 0 0 TOTAL 9,013 150 6,191
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt03
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122493
IRS990/TotalFunctionalExpensesGrp/TotalAmt0142846
IRS990/TotalGrossUBIAmt09072
IRS990/TotalLiabilitiesBOYAmt01620
IRS990/TotalLiabilitiesEOYAmt02614
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IRS990/TotalProgramServiceExpensesAmt0122493
IRS990/TotalProgramServiceRevenueAmt011704
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025934
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114311
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt09072
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01180155
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01152614
IRS990/TravelGrp/ManagementAndGeneralAmt036
IRS990/TravelGrp/TotalAmt036
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0401 S MAIN AVE
IRS990/USAddress/CityNm0DEMOPOLIS
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036732
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MORGAN NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03342890282
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARENGO COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MARE
ReturnHeader/Filer/EIN0630516397
ReturnHeader/Filer/PhoneNum03342890282
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 159
ReturnHeader/Filer/USAddress/CityNm0DEMOPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036732
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03EE5EB8EDBBE24F0715286CDA57EB44AF76B61DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03EE5EB8EDBBE24F0715286CDA57EB44AF76B61DE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.209.135.49
ReturnHeader/FilingSecurityInformation/IPDt02019-03-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:09:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202093618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASON AND GARDNER CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEMOPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036732
ReturnHeader/PreparerPersonGrp/PhoneNum03342890620
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NAOMI H ALLEN
ReturnHeader/ReturnTs02019-03-31T11:09:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.14$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.14$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.18$0.13$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.15$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.05$1.11$0.08$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.15$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.11$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.16$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.21$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.09$0.12$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.09$0.08$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$1.11$0.01$1.10$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$1.10$0.01$1.10$0.09$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.11$0.01$1.10$0.13$0.10$0.03