Civic Intelligence

Naval Undersea Museum Foundation Naval Historical Center

990EZ • Fiscal year 2018 • EIN 91-1097493

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

PO Box 408Keyport, WA 98345

(360) 697-1129

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$46,798

Up $4,663 (+11%) from 2017

Net Assets

Up

$45,731

Up $6,007 (+15%) from 2017

Liabilities

Down

$1,067

Down $1,344 (-56%) from 2017

Revenue

Up

$85,993

Up $18,370 (+27%) from 2017

Expenses

Up

$80,050

Up $19,277 (+32%) from 2017

Net Income

Down

$5,943

Down $907 (-13%) from 2017

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

2018

Assets$46,798
Liabilities$1,067
Net Assets$45,731

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

2018

Revenue$85,993
Expenses$80,050
Net Income$5,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$118,211
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

Program Services

DescriptionGrantsExpenses
OPERATION OF THE 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.$72,534-
CONSTRUCTION AND MAINTENANCE OF NAVAL UNDERSEA MUSEUM AUDITORIUM EXHIBITS AND LIBRARY. SUPPORT OF STEM AND OTHER EDUCATION PROGRAMS INCLUDING SUPPORT OF THE GENERAL PUBLIC AND ADULT PROGRAMMING. STEM IS A CURRICULUM BASED ON EDUCATING STUDENTS IN THE FOUR SPECIFIC DISCIPLINES OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS IN AN INTERDISCIPLINARY AND APPLIED APPROACH.$21,263-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS ANDREA DOLAN-POTTERDirector-$0--
MR THEADORE C BARREAUXVice President-$0--
MR ALAN BEAMVice President-$0--
MS DAINA BIRNBAUMSTreasurer-$0--
CAPT LARRY J CARTER USN RETDirector-$0--
MR DONALD CHALUPKAVice President-$0--
RADM GE0RGE W DAVIS USN RETDirector-$0--
DR CRAIG DORMANDirector-$0--
MS PAMELA HURSTVice President-$0--
CAPT RONALD M KRELL USN RETPresidentPT$0--
CAPT WILLIS LENT JR USN RETVice President-$0--
DR WAYNE M SANDSTROMVice President-$0--
CAPT CHARLES WILBUR USN RETVice 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

Signing Officer

Name
Capt Ronald M Krell Usn Ret
Title
President
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Davis Financial Group LLC
Address
19301 8TH Avenue NE Suite D, Poulsbo, WA 98370
Preparer
Kathie Barbaro CPA
Phone
3607793506
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $3375

Other Expenses.1003

Information Technology $452

Other Expenses.1005

Travel $203

Other Expenses.1012

Insurance $531

Other Expenses.1

Program service expense $25611

Other Expenses.4

LICENSES $110

Other Expenses.5

ANNUAL MEETINGS $61

Other Assets.1010

Inventories - Beginning $15665 Inventories - Ending $26494

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2411 Accounts Payable and Accrued Expenses - Ending $1067

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098370
ReturnHeader/PreparerPersonGrp/PhoneNum03607793506
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathie Barbaro CPA
ReturnHeader/ReturnTs02019-11-12T16:29:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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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