Civic Intelligence

Sitka Historical Society Inc.

990 • Fiscal year 2014 • EIN 92-0074478

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 28, 2015

330 Harbor Drive99835

(907) 747-4888

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

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

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

Liabilities / Revenue

69th percentile

0.02x

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

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

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

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

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$160,348

Down $27,144 (-14%) from 2013

Net Assets

Down

$156,689

Down $29,319 (-16%) from 2013

Liabilities

Up

$3,659

Up $2,175 (+147%) from 2013

Revenue

$160,043

No earlier filing loaded for comparison.

Expenses

Down

$189,362

Down $67,550 (-26%) from 2013

Net Income

-$29,319

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $219,397Liabilities 2011: $0Net Assets 2011: $219,3972011Assets 2012: $202,525Liabilities 2012: $0Net Assets 2012: $202,5252012Assets 2013: $187,492Liabilities 2013: $1,484Net Assets 2013: $186,0082013Assets 2014: $160,348Liabilities 2014: $3,659Net Assets 2014: $156,6892014Assets 2015: $222,647Liabilities 2015: $12,734Net Assets 2015: $209,9132015Assets 2016: $284,945Liabilities 2016: $3,437Net Assets 2016: $281,5082016Assets 2017: $604,077Liabilities 2017: $9,198Net Assets 2017: $594,8792017Assets 2018: $765,940Liabilities 2018: $34,890Net Assets 2018: $731,0502018Assets 2019: $747,799Liabilities 2019: $2,492Net Assets 2019: $745,3072019Assets 2020: $772,691Liabilities 2020: $27,092Net Assets 2020: $745,5992020Assets 2021: $750,408Liabilities 2021: $22,219Net Assets 2021: $728,1892021Assets 2022: $745,195Liabilities 2022: $2,091Net Assets 2022: $743,1042022Assets 2023: $774,024Liabilities 2023: $7,917Net Assets 2023: $766,1072023Assets 2024: $780,044Liabilities 2024: $7,749Net Assets 2024: $772,2952024

Highlighted filing

2014

Assets$160,348
Liabilities$3,659
Net Assets$156,689

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $163,3082011Expenses 2012: $252,4172012Expenses 2013: $256,9122013Revenue 2014: $160,043Expenses 2014: $189,362Net Income 2014: -$29,3192014Revenue 2015: $313,084Expenses 2015: $259,860Net Income 2015: $53,2242015Revenue 2016: $368,850Expenses 2016: $297,255Net Income 2016: $71,5952016Revenue 2017: $595,892Expenses 2017: $282,521Net Income 2017: $313,3712017Revenue 2018: $365,351Expenses 2018: $229,180Net Income 2018: $136,1712018Revenue 2019: $210,892Expenses 2019: $196,635Net Income 2019: $14,2572019Revenue 2020: $153,245Expenses 2020: $152,953Net Income 2020: $2922020Revenue 2021: $150,670Expenses 2021: $168,080Net Income 2021: -$17,4102021Revenue 2022: $177,555Expenses 2022: $162,640Net Income 2022: $14,9152022Revenue 2023: $200,022Expenses 2023: $177,019Net Income 2023: $23,0032023Revenue 2024: $208,338Expenses 2024: $202,150Net Income 2024: $6,1882024

Highlighted filing

2014

Revenue$160,043
Expenses$189,362
Net Income-$29,319
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$186,233
Mission and Program Overview

Mission

To preserve and promote the events, stories, and artifacts of the human history of the sitka, alaska area for the inspiration, education and benefit of current and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$131,132$131,403▲ $271
Inventories for Sale or Use$25,000$25,000→ $0
Cash and Non-Interest-Bearing Accounts$31,360$3,945▼ $27,415
Total Assets$187,492$160,348▼ $27,144
Liabilities
Accounts Payable and Accrued Expenses$1,484$3,659▲ $2,175
Total Liabilities$1,484$3,659▲ $2,175
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$108,598-
Unrestricted Net Assets$186,008$48,091▼ $137,917
Total Net Assets Fund Balance$186,008$156,689▼ $29,319
Total Liabilities and Net Assets / Fund Balance$187,492$160,348▼ $27,144
Compensation and Service Providers

Board Members and Trustees

NameTitle
John SteinPresident
Chris KowalczewskiDirector
Linda TrierschieldDirector
Pat AlexanderDirector
Ron McclainDirector
Tom ConleyDirector
Sabra JenkinsSecretary
Judy JohnstoneTreasurer
Ernestine MasseyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$129,237
Program Service Revenue
$10,466
Investment Income
$431
Other Revenue
$19,909
All Other Contributions
$9,237
Change in Net Assets
$-29,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$130,337
Other Expenses$59,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,867--$106,867
Occupancy$12,815--$12,815
Payroll Taxes$12,447--$12,447
Fees for Services Other$11,140--$11,140
Other Employee Benefits$11,023--$11,023
Office Expenses$10,851--$10,851
Insurance$5,956--$5,956
Fees for Services Accounting$5,001--$5,001
Travel$4,242--$4,242
Advertising$2,618--$2,618
Other Expenses$665--$665
Interest$304--$304
Fees for Services Legal$79--$79
Total Functional Expenses$189,362$0$0$189,362
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,862
Fundraising Gross Income$14,108
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
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

Form 990 is available via email or at the organization's office

Form 990, Page 6, Part VI, Line 19

Documents are available on request at the organization's office

Filing and Contact Details

Filer

EIN
92-0074478

Signing Officer

Name
Hal Spackman
Title
Executive Director
Signed
2015-01-28

Organization Details

Formed
1978
Legal Domicile
Ak
Voting Board Members
9
Independent Board Members
9
Employees
8

Preparer

Preparer
Christine E Harrington
Phone
9077475500
Supplemental Narrative

Additional Explanations

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

Preservation of alaska history, with emphasis on the city of sitka. Provide education opportunities regarding alaska history to local residents and visitors through lectures, a newletter and a small museum.

Financial Statement Notes

Schedule D, Page 2, Part III, Line 4

Organization has a small museum with artifacts from the russian period of sitka, alaska's history.

Raw XML Appendix372 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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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS A SMALL MUSEUM WITH ARTIFACTS FROM THE RUSSIAN PERIOD OF SITKA, ALASKA'S HISTORY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESERVATION OF ALASKA HISTORY, WITH EMPHASIS ON THE CITY OF SITKA. PROVIDE EDUCATION OPPORTUNITIES REGARDING ALASKA HISTORY TO LOCAL RESIDENTS AND VISITORS THROUGH LECTURES, A NEWLETTER AND A SMALL MUSEUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE VIA EMAIL OR AT THE ORGANIZATION'S OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE ON REQUEST AT THE ORGANIZATION'S OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0108598
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0187492
IRS990/TotalAssetsEOYAmt0160348
IRS990/TotalAssetsGrp/BOYAmt0187492
IRS990/TotalAssetsGrp/EOYAmt0160348
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0129237
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189362
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01484
IRS990/TotalLiabilitiesEOYAmt03659
IRS990/TotalLiabilitiesGrp/BOYAmt01484
IRS990/TotalLiabilitiesGrp/EOYAmt03659
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0186008
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0156689
IRS990/TotalProgramServiceExpensesAmt0189362
IRS990/TotalProgramServiceRevenueAmt010466
IRS990/TotalRevenueGrp/ExclusionAmt0431
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0160348
IRS990/TravelGrp/ProgramServicesAmt04242
IRS990/TravelGrp/TotalAmt04242
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0186008
IRS990/UnrestrictedNetAssetsGrp/EOYAmt048091
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0SITKAHISTORY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAL SPACKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10SITKA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SITK
ReturnHeader/Filer/EIN0920074478
ReturnHeader/Filer/USAddress/AddressLine10330 HARBOR DRIVE
ReturnHeader/Filer/USAddress/City0SITKA
ReturnHeader/Filer/USAddress/State0AK
ReturnHeader/Filer/USAddress/ZIPCode099835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260266368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHRISTINE E HARRINGTON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SITKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode099835
ReturnHeader/PreparerPersonGrp/PhoneNum09077475500
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE E HARRINGTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-05T14:48:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.80$0.08$7.72$2.08$2.02$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.08$7.66$2.00$1.77$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.45$0.02$7.43$1.78$1.63$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.50$0.22$7.28$1.51$1.68$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.73$0.27$7.46$1.53$1.53$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.48$0.02$7.45$2.11$1.97$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$0.35$7.31$3.65$2.29$1.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.04$0.09$5.95$5.96$2.83$3.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.03$2.82$3.69$2.97$0.72
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.13$2.10$3.13$2.60$0.53
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.04$1.57$1.60$1.89$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.01$1.86$2.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$2.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$1.63