Civic Intelligence

Naval Undersea Museum Foundation Naval Historical Center

990EZ • Fiscal year 2014 • EIN 91-1097493

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

PO Box 408Keyport, WA 98345-0408

(360) 697-1129

Siviq Scores

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

Liabilities / Assets

69th percentile

0.04x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

80th percentile

$13,681

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

15th percentile

-29%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

8.0%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$57,095

Down $23,419 (-29%) from 2013

Net Assets

Down

$54,942

Down $24,328 (-31%) from 2013

Liabilities

Up

$2,153

Up $909 (+73%) from 2013

Revenue

Up

$65,173

Up $4,807 (+8.0%) from 2013

Expenses

Up

$89,501

Up $7,710 (+9.4%) from 2013

Net Income

Down

-$24,328

Down $2,903 (-14%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $129,081Liabilities 2010: $2,426Net Assets 2010: $126,6552010Assets 2011: $120,621Liabilities 2011: $1,651Net Assets 2011: $118,9702011Assets 2012: $103,609Liabilities 2012: $1,595Net Assets 2012: $102,0142012Assets 2013: $80,514Liabilities 2013: $1,244Net Assets 2013: $79,2702013Assets 2014: $57,095Liabilities 2014: $2,153Net Assets 2014: $54,9422014Assets 2015: $29,738Liabilities 2015: $1,258Net Assets 2015: $28,4802015Assets 2016: $35,887Liabilities 2016: $1,170Net Assets 2016: $34,7172016Assets 2017: $42,135Liabilities 2017: $2,411Net Assets 2017: $39,7242017Assets 2018: $46,798Liabilities 2018: $1,067Net Assets 2018: $45,7312018Assets 2019: $53,813Liabilities 2019: $763Net Assets 2019: $22,8622019Assets 2020: $42,611Net Assets 2020: $42,6112020Assets 2021: $62,630Liabilities 2021: $833Net Assets 2021: $61,7972021Assets 2022: $66,636Liabilities 2022: $1,024Net Assets 2022: $65,6122022Assets 2023: $86,822Liabilities 2023: $1,328Net Assets 2023: $85,4942023Assets 2024: $91,924Liabilities 2024: $2,455Net Assets 2024: $89,4692024

Highlighted filing

2014

Assets$57,095
Liabilities$2,153
Net Assets$54,942

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $133,966Expenses 2010: $146,257Net Income 2010: -$12,2912010Revenue 2011: $77,262Expenses 2011: $84,947Net Income 2011: -$7,6852011Revenue 2012: $71,146Expenses 2012: $88,102Net Income 2012: -$16,9562012Revenue 2013: $60,366Expenses 2013: $81,791Net Income 2013: -$21,4252013Revenue 2014: $65,173Expenses 2014: $89,501Net Income 2014: -$24,3282014Revenue 2015: $59,362Expenses 2015: $85,816Net Income 2015: -$26,4542015Revenue 2016: $64,009Expenses 2016: $57,772Net Income 2016: $6,2372016Revenue 2017: $67,623Expenses 2017: $60,773Net Income 2017: $6,8502017Revenue 2018: $85,993Expenses 2018: $80,050Net Income 2018: $5,9432018Revenue 2019: $77,378Expenses 2019: $100,247Net Income 2019: -$22,8692019Revenue 2020: $17,520Expenses 2020: $27,959Net Income 2020: -$10,4392020Revenue 2021: $49,861Expenses 2021: $30,675Net Income 2021: $19,1862021Revenue 2022: $78,393Expenses 2022: $74,578Net Income 2022: $3,8152022Revenue 2023: $109,033Expenses 2023: $89,151Net Income 2023: $19,8822023Revenue 2024: $106,478Expenses 2024: $101,114Net Income 2024: $5,3642024

Highlighted filing

2014

Revenue$65,173
Expenses$89,501
Net Income-$24,328
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Gross Receipts
$101,981
Mission and Program Overview

Mission

The mission of the foundation is to support, promote and advance the mission of the museum by raising, managing and disbursing private gifts for the benefit of the museum. These gifts provide a margin of excellence in support of the strategic institutional priorities as identified by the naval history and heritage command (nhhc), foundation and membership of the museums' advisory council (mac) per opnav instruction 5755.1. It is the continuing intent of the foundation to provide funds and in kind support for the museum and its programs. In meeting its mission goals, the foundation seeks to nurture relationships with potential donors and friends of the museum, contribute the personal efforts of its members to the museum and its outreach programs, solicit gifts of all types from individuals and legal entities, inquire as to availability of other private resources which will benefit the museum or its collections and acknowledge and steward the offerings and/or gifts it receives in accorda

Preserve, collect and interpret naval undersea history, science and operations.

Program Services

DescriptionGrantsExpenses
OPERATION OF NAVAL MUSEUM GIFT STORE FOR MUSEUM VISITORS TO PURCHASE MEMORABILIA, BOOKS, EDUCATIONAL ITEMS, SCIENCE TOYS AND OTHER MERCHANDISE RELATED TO THE MISSION OF THE MUSEUM.-$36,488
SCIENCE EDUCATION ALLIANCE (SEA) AND REMOTELY OPERATED VEHICLE (ROV) PROGRAMS: HANDS-ON LEARNING SESSIONS AT THE NAVAL MUSEUM AND THE LABORATORY OF THE MARINE SCIENCE.-$15,910
CONSTRUCTION AND MAINTENANCE OF NAVAL UNDERSEA MUSEUM AUDITORIUM, EXHIBITS AND LIBRARY. DISTINGUISHED SPEAKERS SERIES 4-5 TIMES/YEAR WHERE MUSEUM HOSTS AN AUTHOR OR SPEAKER; ATTENDANCE VARIES FROM 30-250.-$13,038
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS BETTYE J SHIFRINTreasurer-$13,681-$13,681
MR ROBERT ANDERSONTrustee-$0--
MR THEODORE C BARREAUXVice President-$0--
MR ALAN BEAMVice President-$0--
MR JOHN A BISHOPGeneral Counsel-$0--
MR JOHN A BOGENTrustee-$0--
CAPT LARRY J CARTER USN RETTrustee-$0--
MR DONALD CHALUPKATrustee-$0--
RADM GEORGE W DAVIS VI USNRETTrustee-$0--
DR CRAIG DORMANTrustee-$0--
RADM BRUCE A HARLOW USNRETPresidentPT$0--
CAPT ROBERT W HOAG II USNRETTrustee-$0--
CAPT RONALD KRELL USNRETTrustee-$0--
CAPT WILLIS A LENT JR USNRETVice President-$0--
CAPT MICHAEL J MATTHEWS USNRETTrustee-$0--
MR BRUCE RIGGINSTrustee-$0--
DR WAYNE M SANDSTROMVice President-$0--
CAPT CHARLES H WILBUR USNRETVice President-$0--
Filing and Contact Details

Filer

Filer Name
Naval Undersea Museum Foundation
EIN
91-1097493
Phone
3606971129
Address
PO BOX 408, KEYPORT, WA 98345-0408

Signing Officer

Name
Radm Bruce a Harlow Usn Ret
Title
President
Phone
3606971129
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Accounting Group
Address
PO BOX 846, POULSBO, WA 98370-0846
Preparer
Kathie Barbaro CPA
Phone
3607793506
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Insurance 2311. Licenses 61. Meeting expense 45. Miscellaneous 300. Office supplies 698. Program service expense 26032. Volunteer expense 5928.

Form 990EZ, Part II, Line 24

Museum store-inventory 24910. 19924.

Form 990EZ, Part II, Line 26

Museum foundation-payroll liabilities 282. 180. Museum store-excise tax payable 382. 429. Museum store-payroll liabilities 358. 1008. Museum store-accounts payable 222. 536.

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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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONSTRUCTION AND MAINTENANCE OF NAVAL UNDERSEA MUSEUM AUDITORIUM, EXHIBITS AND LIBRARY. DISTINGUISHED SPEAKERS SERIES 4-5 TIMES/YEAR WHERE MUSEUM HOSTS AN AUTHOR OR SPEAKER; ATTENDANCE VARIES FROM 30-250.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 2311. LICENSES 61. MEETING EXPENSE 45. MISCELLANEOUS 300. OFFICE SUPPLIES 698. PROGRAM SERVICE EXPENSE 26032. VOLUNTEER EXPENSE 5928.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MUSEUM STORE-INVENTORY 24910. 19924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MUSEUM FOUNDATION-PAYROLL LIABILITIES 282. 180. MUSEUM STORE-EXCISE TAX PAYABLE 382. 429. MUSEUM STORE-PAYROLL LIABILITIES 358. 1008. MUSEUM STORE-ACCOUNTS PAYABLE 222. 536.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
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ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$0.92$0.02$0.89$1.06$1.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.85$1.09$0.89$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.01$0.66$0.78$0.75$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.18$0.28$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.23$0.77$1.00$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.86$0.80$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.68$0.61$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$0.64$0.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$0.59$0.86$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$0.65$0.90$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.79$0.60$0.82$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.02$1.02$0.71$0.88$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.02$1.19$0.77$0.85$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.02$1.27$1.34$1.46$0.12