Civic Intelligence

Jerome Historical Society Inc.

990 • Fiscal year 2016 • EIN 86-0145678

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

Organization Profilewww.jeromehistoricalsociety.com
PO Box 156Jerome, AZ 86331

(928) 634-1066

Siviq Scores

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

Liabilities / Assets

64th percentile

0.22x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.58x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$67,320

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

22nd percentile

-4.8%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$1,046,292

Down $52,722 (-4.8%) from 2015

Net Assets

Down

$811,604

Down $41,452 (-4.9%) from 2015

Liabilities

Down

$234,688

Down $11,270 (-4.6%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin20th percentile

Revenue

Down

$407,075

Down $51,319 (-11%) from 2015

Expenses

Down

$458,531

Down $2,760 (-0.6%) from 2015

Net Income

Down

-$51,456

Down $48,559 (-1676%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,281,154Liabilities 2010: $292,708Net Assets 2010: $988,4462010Assets 2011: $1,320,056Liabilities 2011: $269,247Net Assets 2011: $1,050,8092011Assets 2012: $1,250,536Liabilities 2012: $248,095Net Assets 2012: $1,002,4412012Assets 2013: $1,051,550Liabilities 2013: $213,859Net Assets 2013: $837,6912013Assets 2014: $1,075,808Liabilities 2014: $223,893Net Assets 2014: $851,9152014Assets 2015: $1,099,014Liabilities 2015: $245,958Net Assets 2015: $853,0562015Assets 2016: $1,046,292Liabilities 2016: $234,688Net Assets 2016: $811,6042016Assets 2017: $1,010,075Liabilities 2017: $214,990Net Assets 2017: $795,0852017Assets 2018: $939,565Liabilities 2018: $158,892Net Assets 2018: $780,6732018Assets 2019: $930,279Liabilities 2019: $171,533Net Assets 2019: $758,7462019Assets 2020: $884,562Liabilities 2020: $170,006Net Assets 2020: $714,5562020Assets 2021: $922,193Liabilities 2021: $112,707Net Assets 2021: $809,4862021Assets 2022: $967,559Liabilities 2022: $62,643Net Assets 2022: $904,9162022Assets 2023: $1,052,957Liabilities 2023: $90,367Net Assets 2023: $962,5902023Assets 2024: $1,027,840Liabilities 2024: $53,986Net Assets 2024: $973,8542024

Highlighted filing

2016

Assets$1,046,292
Liabilities$234,688
Net Assets$811,604
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $396,1992010Revenue 2011: $476,966Expenses 2011: $416,656Net Income 2011: $60,3102011Revenue 2012: $415,740Expenses 2012: $463,339Net Income 2012: -$47,5992012Revenue 2013: $324,146Expenses 2013: $386,025Net Income 2013: -$61,8792013Revenue 2014: $396,571Expenses 2014: $382,347Net Income 2014: $14,2242014Revenue 2015: $458,394Expenses 2015: $461,291Net Income 2015: -$2,8972015Revenue 2016: $407,075Expenses 2016: $458,531Net Income 2016: -$51,4562016Revenue 2017: $465,116Expenses 2017: $481,635Net Income 2017: -$16,5192017Revenue 2018: $462,853Expenses 2018: $458,361Net Income 2018: $4,4922018Revenue 2019: $446,610Expenses 2019: $495,264Net Income 2019: -$48,6542019Revenue 2020: $415,387Expenses 2020: $464,724Net Income 2020: -$49,3372020Revenue 2021: $522,151Expenses 2021: $451,865Net Income 2021: $70,2862021Revenue 2022: $593,324Expenses 2022: $475,474Net Income 2022: $117,8502022Revenue 2023: $477,886Expenses 2023: $420,215Net Income 2023: $57,6712023Revenue 2024: $525,098Expenses 2024: $513,834Net Income 2024: $11,2642024

Highlighted filing

2016

Revenue$407,075
Expenses$458,531
Net Income-$51,456
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$585,951
Mission and Program Overview

Mission

Preservation and presentation of physical and cultural history of Jerome, AZ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$845,622$810,253▼ $35,369
Cash and Non-Interest-Bearing Accounts$85,497$128,315▲ $42,818
Inventories for Sale or Use$105,295$42,203▼ $63,092
Accounts Receivable$3,407$8,685▲ $5,278
Intangible Assets$2,357--
Total Assets$1,099,014$1,046,292▼ $52,722
Other Assets Total$56,836$56,836→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$167,703$159,236▼ $8,467
Accounts Payable and Accrued Expenses$38,911$55,844▲ $16,933
Other Liabilities$39,344$19,608▼ $19,736
Total Liabilities$245,958$234,688▼ $11,270
Net Assets / Fund Balance
Unrestricted Net Assets$853,056$811,604▼ $41,452
Total Net Assets Fund Balance$853,056$811,604▼ $41,452
Total Liabilities and Net Assets / Fund Balance$1,099,014$1,046,292▼ $52,722

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$540,650$567,684$1,108,334
Leasehold Improvements$219,735$231,833$451,568
Equipment$12,977$82,990$95,967
Land$36,891-$36,891
Other Assets Org$56,836--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jean KinsellaGeneral ManagerFT$67,320$67,320

Board Members and Trustees

NameTitle
Allen MumaPresident
Ron ChilstonVice President
Mary Beth BarrDirector
Mike ParryDirector
Mark HemlebenHistorian
Steve PontiousSecretary
Tracy WeiselSergeant of Arms
Revenue and Support

Revenue Composition

Contributions and Grants
$30,699
Program Service Revenue
$304,453
Investment Income
$43
Other Revenue
$71,880
All Other Contributions
$28,849
Change in Net Assets
$-51,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,578
Salaries, Compensation, and Employee Benefits$214,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,812$43,691-$128,503
Occupancy$84,754$5,407-$90,161
Current Officers, Directors, Trustees, and Key Employees$44,431$22,889-$67,320
Depreciation Depletion$60,284$1,864-$62,148
Office Expenses$30,911$12,822-$43,733
Insurance$12,029$3,276-$15,305
Payroll Taxes$9,938$5,119-$15,057
Interest$5,026$82-$5,108
Travel$325$3,959-$4,284
Other Employee Benefits$2,688$1,385-$4,073
Fees for Services Accounting-$3,880-$3,880
Other Expenses$3,575$545-$3,575
All Other Expenses$1,535$1,294-$2,829
Information Technology$70$1,769-$1,839
Fees for Services Legal-$1,140-$1,140
Advertising$992$75-$1,067
Fees for Services Other$347--$347
Total Functional Expenses$349,334$109,197$0$458,531
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposits$19,608
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The board was provided a copy of the 990 for review prior to filing with the IRS.”

Conflict of interest policy compliance Part VI line 12C

“The policy is reviewed annually and each board memeber and all staff are required to sign the policy.”

Governing documents etc available to public Part VI line 19

“Public documents are available upon request of the Society.”

Filing and Contact Details

Filer

Filer Name
Jerome Historical Society
EIN
86-0145678
Address
PO Box 156, Jerome, AZ 86331

Signing Officer

Name
Steve Pontious
Title
Secretary
Phone
9286341066
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen Muma
Formed
1961
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
8
Volunteers
9

Preparer

Firm
Alyx Cohan CPA PC
Address
8296 E State Route 69 Ste 102, Prescott Valley, AZ 86314
Preparer
Alyx Cohan
Phone
9287711950
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Fixed assets were not reported correctly on the 2015 990. This caused a change in net assets.”

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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/ProgramServiceRevenueGrp/Desc1Admissions
IRS990/ProgramServiceRevenueGrp/Desc2Ghost Walk
IRS990/ProgramServiceRevenueGrp/Desc3Wholesale Book Sales
IRS990/ProgramServiceRevenueGrp/Desc4Archive Income
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IRS990/ProgSrvcAccomActy2Grp/Desc0The society maintains two indoor museums and two outdoor interpretive parks in the historical town of Jerome. The goals of the museums are to preserve the physical history and to increase knowledge of Jerome as a historical and colorful mining city. Approximately 29,941 visitors toured the two museums in 2016. In 2010 the restoration of a mining structure 1918, the Audrey Headfram, was completed and opened for exhibit. This exhibit had approximately 9,545 visitors during 2016. The society also maintains an area for local artisans to show and sell artwork.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030153
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IRS990/ProgSrvcAccomActy3Grp/Desc0The society maintains histrorical archives for the preservation of artifacts and for public appreciation including operation of a software database and organizes all the data, photos and material owned by the society. Approximately 114 visits and 40 phone calls were handled by the society in 2016. The society produced 620 issues of its newsletter The Chronicle during 2016. Archives are continually upgraded while handling daily requests for information.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board was provided a copy of the 990 for review prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The policy is reviewed annually and each board memeber and all staff are required to sign the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Public documents are available upon request of the Society.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fixed assets were not reported correctly on the 2015 990. This caused a change in net assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalGrossUBIAmt035210

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,046,292
Liabilities
$234,688
Net assets
$811,604
Revenue
$407,075
Expenses
$458,531
Net income
-$51,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.97$0.53$0.51$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.09$0.96$0.48$0.42$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.06$0.90$0.59$0.48$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.11$0.81$0.52$0.45$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.17$0.71$0.42$0.46$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.17$0.76$0.45$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.16$0.78$0.46$0.46$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.01$0.21$0.80$0.47$0.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.23$0.81$0.41$0.46$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.25$0.85$0.46$0.46$0.00
2014Summary only. Only limited summary data is available for this year.$1.08$0.22$0.85$0.40$0.38$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.21$0.84$0.32$0.39$0.06
2012Summary only. Only limited summary data is available for this year.$1.25$0.25$1.00$0.42$0.46$0.05
2011Summary only. Only limited summary data is available for this year.$1.32$0.27$1.05$0.48$0.42$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.29$0.99$0.40