Civic Intelligence

The Postal History Foundation Inc

990 • Fiscal year 2015 • EIN 86-0358137

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

920 North First AveTucson, AZ 85719-4818

(520) 623-6652

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

6.7%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,218,357

Down $128,214 (-5.5%) from 2014

Net Assets

Down

$2,218,357

Down $128,214 (-5.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$185,019

Up $11,636 (+6.7%) from 2014

Expenses

Up

$216,283

Up $4,851 (+2.3%) from 2014

Net Income

Up

-$31,264

Up $6,785 (+18%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,401,809Liabilities 2010: $0Net Assets 2010: $2,401,8092010Assets 2011: $2,290,539Liabilities 2011: $0Net Assets 2011: $2,290,5392011Assets 2012: $2,331,815Liabilities 2012: $0Net Assets 2012: $2,331,8152012Assets 2013: $2,352,240Liabilities 2013: $0Net Assets 2013: $2,352,2402013Assets 2014: $2,346,571Liabilities 2014: $0Net Assets 2014: $2,346,5712014Assets 2015: $2,218,357Liabilities 2015: $0Net Assets 2015: $2,218,3572015Assets 2016: $2,174,282Liabilities 2016: $0Net Assets 2016: $2,174,2822016Assets 2017: $2,218,877Liabilities 2017: $0Net Assets 2017: $2,218,8772017Assets 2018: $2,092,768Liabilities 2018: $0Net Assets 2018: $2,092,7682018Assets 2019: $2,150,003Liabilities 2019: $0Net Assets 2019: $2,150,0032019Assets 2020: $2,174,168Liabilities 2020: $20,417Net Assets 2020: $2,153,7512020Assets 2021: $2,267,459Liabilities 2021: $0Net Assets 2021: $2,267,4592021Assets 2022: $2,037,147Liabilities 2022: $0Net Assets 2022: $2,037,1472022Assets 2023: $2,020,538Liabilities 2023: $0Net Assets 2023: $2,020,5382023Assets 2024: $1,987,902Liabilities 2024: $0Net Assets 2024: $1,987,9022024

Highlighted filing

2015

Assets$2,218,357
Liabilities$0
Net Assets$2,218,357

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $426,0242010Expenses 2011: $237,1692011Expenses 2012: $208,6552012Revenue 2013: $183,875Expenses 2013: $218,182Net Income 2013: -$34,3072013Revenue 2014: $173,383Expenses 2014: $211,432Net Income 2014: -$38,0492014Revenue 2015: $185,019Expenses 2015: $216,283Net Income 2015: -$31,2642015Revenue 2016: $170,089Expenses 2016: $224,650Net Income 2016: -$54,5612016Revenue 2017: $166,959Expenses 2017: $218,777Net Income 2017: -$51,8182017Revenue 2018: $178,743Expenses 2018: $219,648Net Income 2018: -$40,9052018Revenue 2019: $157,779Expenses 2019: $235,641Net Income 2019: -$77,8622019Revenue 2020: $165,537Expenses 2020: $220,389Net Income 2020: -$54,8522020Revenue 2021: $277,673Expenses 2021: $233,000Net Income 2021: $44,6732021Revenue 2022: $188,036Expenses 2022: $235,129Net Income 2022: -$47,0932022Revenue 2023: $189,833Expenses 2023: $243,834Net Income 2023: -$54,0012023Revenue 2024: $195,647Expenses 2024: $245,809Net Income 2024: -$50,1622024

Highlighted filing

2015

Revenue$185,019
Expenses$216,283
Net Income-$31,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$185,194
Mission and Program Overview

Mission

The mission of the postal history foundation is two-fold:to promote an appreciation of stamp collecting and postal history through the preservation of philatelic and postal history collections; and to enhance youth education using stamps as teaching tools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,062,093$958,387▼ $103,706
Land, Buildings, and Equipment, Net$484,898$468,801▼ $16,097
Inventories for Sale or Use$100,000$100,000→ $0
Cash and Non-Interest-Bearing Accounts$14,178$5,767▼ $8,411
Savings and Temporary Cash Investments$100$100→ $0
Total Assets$2,346,571$2,218,357▼ $128,214
Other Assets Total$685,302$685,302→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,521,581$1,470,979▼ $50,602
Temporarily Rstr Net Assets$709,826$632,214▼ $77,612
Permanently Rstr Net Assets$115,164$115,164→ $0
Total Net Assets Fund Balance$2,346,571$2,218,357▼ $128,214
Total Liabilities and Net Assets / Fund Balance$2,346,571$2,218,357▼ $128,214

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$337,309$455,151-
Land$106,155--
Equipment$25,337$119,488-
Other Assets Org$685,302--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$825,255-▼ $19,595$52,500$745,524
2014$817,760$50▲ $81,931$65,500$825,255
2013$803,482$700▲ $83,793$61,733$817,759
2012$782,798$100▲ $90,774$62,115$803,482
2011$822,451$100▲ $31,744$63,127$782,798
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alan R DavisChairman
Harold W KohlVice Chairman
Bill DickinsonDirector
Lisa DembowskiDirector
Mike WoodDirector
Robert BechtelDirector
Steve HamannDirector
Susan SissonDirector
Valerie KittellDirector
Neil BalsinoDirctor
Ronald J NewmanSecretary
Theodore W MaynardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,594
Program Service Revenue
$70,271
Investment Income
$77,379
Other Revenue
$775
All Other Contributions
$29,049
Change in Net Assets
$-31,264

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Collectibles8$1See Part Ii
Total Noncash Contributions8$1-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,494
Salaries, Compensation, and Employee Benefits$106,789
Total Fundraising Expense$536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,550$9,450-$94,000
Occupancy$24,508$4,325-$28,833
Depreciation Depletion$19,366$550-$19,916
Fees for Services Other$13,900$711-$14,611
Office Expenses$11,021$1,855$206$13,082
Fees for Service Investment Mgmnt Fees$7,636--$7,636
Payroll Taxes$6,468$723-$7,191
Advertising$330$2,641$330$3,301
Conferences and Meetings-$3,246-$3,246
Other Expenses$2,993--$2,993
Pension Plan Contributions$2,334$486-$2,820
Other Employee Benefits$1,667$1,111-$2,778
Information Technology$1,662$293-$1,955
Insurance$1,321$566-$1,887
Fees for Services Accounting$425$425-$850
Total Functional Expenses$189,365$26,382$536$216,283
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$175
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
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

Members or stockholder classes and rights Part VI line 6

THE PHF HAS MEMBERS.

Member election for additional members Part VI line 7A

At the annual meeting, the members of the corporation elect the directors.

Form 990 governing body review Part VI line 11

No formal review was conducted or will be conducted. However, members of the governing body are provided copies and encouraged to analyze and comment.

Conflict of interest policy compliance Part VI line 12C

All transactions are reviewed by officers of the organization.

Governing documents etc available to public Part VI line 19

The governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Postal History Foundation Inc
EIN
86-0358137
Address
920 NORTH FIRST AVE, TUCSON, AZ 85719-4818

Signing Officer

Name
Theodore Maynard
Title
Treasurer
Phone
5206236652
Signed
2016-05-10
Discuss with paid preparer
No

Organization Details

Formed
1978
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
10
Employees
3

Preparer

Firm
Lawrence S Dembowski CPA
Address
405 West Cool Dr Suite 103, Tucson, AZ 85704
Preparer
Lawrence Dembowski
Phone
5202977100
Supplemental Narrative

Additional Explanations

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

Immaterial miscellaneous adjustments to balance.

General explanation attachment

The organizations mission is accomplished by supporting historical, research and educational activities in the field of philately through our philatelic library, museum, and youth education programs.

Financial Statement Notes

Not reporting collections (Part III, line 1A)

Phf receives contributions of stamps, postal history items and philatelic literature. Under the accounting policy, these items will not be recognized as revenue when received based upon the following conditions: the collections are held for public exhibition, education, or research in the furtherance of public service rather than financial gain; and any proceeds from the sale of collection items are used to acquire other items for the collections.

Collections descriptions (Part III, line 4)

The peggy j slusser library collections include books, periodicals,art works, and archival material relating to philately, postal history and the civil war. The library acts to catalog, maintain and preserve the collections for future generations. The library makes these collections available to members of the postal history foundation, philatelists and the general public for research and enjoyment. The library provides a reference service relating to the collections and has created web-based indexes and digitization projects for the purpose of publicizing and disseminating material from the collections. In addition, public exhibits are regularly created for the purpose of educating children and adults on philately, postal history and the civil war.

Endowment funds intended uses (Part V, line 4)

The peggy j slusser endowment fund is restricted to purpose in support of the library and its programs. The youth endowment fund is restricted to support of the youth education thru stamps (yes) program.

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IRS990/OtherRevenueTotalAmt0950
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09450
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0486
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02334
IRS990/PensionPlanContributionsGrp/TotalAmt02820
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0115164
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0115164
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11382
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23283
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt340606
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23283
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IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH EDUCATION THRU STAMPS (YES):YES:THE YOUTH EDUCATION PROGRAM OF THE POSTAL HISTORY FOUNDATION IS UNIQUE IN THE COUNTRY. IN THE EARLY 1960S THE PHF STARTED TEACHING A DOZEN STUDENTS FROM THE SCHOOL FOR ASTHMATIC CHILDREN IN THE TUCSON MOUNTAINS ABOUT PHILATELY. THE PROGRAM TODAY REACHES MORE THAN 12,000 STUDENTS AND TEACHERS ANNUALLY. COMMUNITY MEMBERS EXPERIENCE THE WORLD OF STAMPS WHEN THE PHF PARTICIPATES IN SPECIAL EVENTS FOR YOUTH THAT INCLUDE SCOUT GROUPS, LIBRARIES, STAMP SHOWS, AND MUSEUMS. CHILDREN BECOME FASINATED WITH STAMP COLLECTING AND ADULTS RENEW THEIR CHILDHOOD PASSION FOR PHILATELY.THE TEACHING PROGRAM CURRENTLY DISTRIBUTES NEARLY 500,000 STAMPS ANNUALLY ACROSS THE COUNTRY AND OVERSEAS. IN ADDITION, REQUESTED STAMPS HAVE BEEN PROVIDED TO STAMP SHOWS, STAMP CLUBS, LIBRARIES, THE SMITHSONIAN, THE APS AND VARIOUS OUTREACH ORGANIZATIONS. TO MEET THESE NEEDS, OUR VOLUNTEERS CONTINUALLY SORT, SOAK, FILE AND PREPARE SETS FOR CLASSROOM USE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt069999
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08639
IRS990/ProgSrvcAccomActy3Grp/Desc0PHILATELIC POST OFFICE: PHILATELIC POST OFFICE: OUR POST OFFICE IS A FULL SERVICE USPS CONTRACT POST OFFICE OPERATING ESPECIALLY TO THE BENEFIT OF STAMP COLLECTORS BY MAINTAINING A STOCK OF ALL CURRENT STAMP ISSUES. ITS PRESENCE HAS BEEN HELPFUL IN INTRODUCING MANY TO THE FULL ACTIVITIES OF THE FOUNDATION. THE POST OFFICE IS STAFFED BY ONE PAID EMPLOYEE AND A NUMBER OF VOLUNTEERS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0-PHILATELIC SALES: A PORTION OF THE STAMPS, COLLECTING SUPPLIES AND PHILATELIC LITERATURE THAT WE RECEIVE IN DONATIONS ARE PLACED IN OUR PHILATELIC SALES PROGRAM TO RAISE FUNDS FOR THE SUPPORT OF THE FOUNDATION. A SALES AREA IS MAINTAINED AT OUR HEADQUARTERS AND IS OPEN TO THE PUBLIC. MEMBERS RECEIVE A 20% DISCOUNT ON MOST ITEMS. SALES ARE ALSO CONDUCTED AT ARIPEX EACH YEAR AND REGULARLY ON EBAY. SPECIALIZED COLLECTIONS MAY BE SOLD AT AUCTION (SEE SCHEDULE M, LINE 32B).
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt013562
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt040606
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IRS990/PYContributionsGrantsAmt033967
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherRevenueAmt01309
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IRS990/PYTotalRevenueAmt0173383
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-31264
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/TotalSupportAmt0611776
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0455151
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08370
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0100

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.20$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.19$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.28$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.02$2.15$0.17$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.16$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.17$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.17$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.19$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.17$0.21$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.18$0.22$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.43