Civic Intelligence

Historic Carousel and Museum

990 • Fiscal year 2018 • EIN 93-1102746

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 10, 2019

503 First Avenue WAlbany, OR 97322

(541) 497-2934

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.04x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

6th percentile

-47%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$8,681,992

Down $355,380 (-3.9%) from 2017

Net Assets

Down

$8,659,431

Down $254,467 (-2.9%) from 2017

Liabilities

Down

$22,561

Down $100,913 (-82%) from 2017

Revenue

Down

$541,888

Down $899,662 (-62%) from 2017

Expenses

Up

$796,347

Up $362,996 (+84%) from 2017

Net Income

Down

-$254,459

Down $1,262,658 (-125%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $909,933Liabilities 2011: $0Net Assets 2011: $909,9332011Assets 2012: $1,032,039Liabilities 2012: $0Net Assets 2012: $1,032,0392012Assets 2013: $1,363,427Liabilities 2013: $0Net Assets 2013: $1,363,4272013Assets 2014: $2,074,318Liabilities 2014: $0Net Assets 2014: $2,074,3182014Assets 2015: $7,423,717Liabilities 2015: $1,431Net Assets 2015: $7,422,2862015Assets 2016: $7,907,551Liabilities 2016: $1,851Net Assets 2016: $7,905,7002016Assets 2017: $9,037,372Liabilities 2017: $123,474Net Assets 2017: $8,913,8982017Assets 2018: $8,681,992Liabilities 2018: $22,561Net Assets 2018: $8,659,4312018Assets 2019: $8,444,552Liabilities 2019: $33,121Net Assets 2019: $8,411,4312019Assets 2020: $8,330,307Liabilities 2020: $10,720Net Assets 2020: $8,319,5872020Assets 2021: $8,163,151Liabilities 2021: $23,151Net Assets 2021: $8,140,0002021Assets 2022: $7,913,995Liabilities 2022: $28,979Net Assets 2022: $7,885,0162022Assets 2023: $7,750,725Liabilities 2023: $46,544Net Assets 2023: $7,704,1812023Assets 2024: $7,456,186Liabilities 2024: $12,549Net Assets 2024: $7,443,6372024

Highlighted filing

2018

Assets$8,681,992
Liabilities$22,561
Net Assets$8,659,431

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $465,821Expenses 2011: $94,221Net Income 2011: $371,6002011Revenue 2012: $220,677Expenses 2012: $101,845Net Income 2012: $118,8322012Revenue 2013: $423,801Expenses 2013: $92,413Net Income 2013: $331,3882013Revenue 2014: $819,659Expenses 2014: $108,768Net Income 2014: $710,8912014Revenue 2015: $2,068,554Expenses 2015: $73,981Net Income 2015: $1,994,5732015Revenue 2016: $701,786Expenses 2016: $218,372Net Income 2016: $483,4142016Revenue 2017: $1,441,550Expenses 2017: $433,351Net Income 2017: $1,008,1992017Revenue 2018: $541,888Expenses 2018: $796,347Net Income 2018: -$254,4592018Revenue 2019: $550,297Expenses 2019: $798,299Net Income 2019: -$248,0022019Revenue 2020: $586,647Expenses 2020: $678,628Net Income 2020: -$91,9812020Revenue 2021: $484,519Expenses 2021: $654,868Net Income 2021: -$170,3492021Revenue 2022: $708,821Expenses 2022: $781,791Net Income 2022: -$72,9702022Revenue 2023: $681,378Expenses 2023: $862,211Net Income 2023: -$180,8332023Revenue 2024: $583,505Expenses 2024: $844,031Net Income 2024: -$260,5262024

Highlighted filing

2018

Revenue$541,888
Expenses$796,347
Net Income-$254,459
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$665,398
Mission and Program Overview

Mission

Operate a historic carousel and museum

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,579,061$8,187,041▼ $392,020
Cash and Non-Interest-Bearing Accounts$279,213$310,620▲ $31,407
Pledges and Grants Receivable$143,876$143,876→ $0
Investments Other Securities$20,001$20,041▲ $40
Inventories for Sale or Use$19,418$19,418→ $0
Total Assets$9,041,569$8,681,992▼ $359,577
Other Assets Total-$996-
Liabilities
Unsecured Notes Loans Payable$95,000--
Accounts Payable and Accrued Expenses$32,671$22,561▼ $10,110
Total Liabilities$127,671$22,561▼ $105,110
Net Assets / Fund Balance
Unrestricted Net Assets$8,749,809$8,187,880▼ $561,929
Temporarily Rstr Net Assets$164,089$471,551▲ $307,462
Total Net Assets Fund Balance$8,913,898$8,659,431▼ $254,467
Total Liabilities and Net Assets / Fund Balance$9,041,569$8,681,992▼ $359,577

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,331,359$279,716$7,611,075
Other Land Buildings$702,442$240,281$942,723
Land$153,240-$153,240
Compensation and Service Providers

Board Members and Trustees

NameTitle
Wendy KirbeyBoard President
Roger WylieVice President
John BoockDirector
Mary Ellen EaglesArt Museum
Burl WheatonArts Museum/ Fundraising
Ruth SellonFinance
Corey BartonFinance/ Governance
Erik FedlerFundraising
Sandi GordonFundraising
Gary GobyGovernance
Wally OrdemanGovernance
Eric AguinagaMarketing
Stephanie NewtonMarketing
Dianne NeglaySecretary
Marge WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$94,885
Program Service Revenue
$318,664
Investment Income
$954
Other Revenue
$127,385
All Other Contributions
$94,885
Change in Net Assets
$-254,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,911
Salaries, Compensation, and Employee Benefits$258,436
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$392,020--$392,020
Other Salaries and Wages$228,161--$228,161
Occupancy$51,901--$51,901
Payroll Taxes$30,275--$30,275
Advertising$15,896--$15,896
Insurance$14,065--$14,065
Fees for Services Management$13,391--$13,391
Office Expenses-$11,156-$11,156
Fees for Services Accounting$9,422--$9,422
Other Expenses$6,996--$6,996
All Other Expenses$3,428--$3,428
Conferences and Meetings$1,101--$1,101
Interest$728--$728
Information Technology$727--$727
Travel$89--$89
Total Functional Expenses$785,191$11,156$0$796,347
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,327
Fundraising Direct Expenses$9,631
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carving and Painting$7,779$7,779$4,817$2,962
Halloween$3,638$3,638$853$2,785
Total Events$28,327$28,327$9,631$18,696
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Historic Carousel and Museum
EIN
93-1102746
Phone
5414972934
Address
503 FIRST AVENUE W, ALBANY, OR 97322

Signing Officer

Name
Marge Wright
Title
Treasurer
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marge Wright
Formed
1989
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
8

Preparer

Firm
A & S Accounting
Address
316 SW Washington Ave, Corvallis, OR 97333
Preparer
Ilene Anderton 2250C
Phone
5417571945
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Includes income from gift shop manned by volunteers and fund raising income schedule a

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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/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/Desc1TAXES LICENSES
IRS990/OtherExpensesGrp/Desc2VOLUNTEERS
IRS990/OtherExpensesGrp/Desc3MUSEUM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt013291
IRS990/OtherExpensesGrp/ProgramServicesAmt11059
IRS990/OtherExpensesGrp/ProgramServicesAmt22641
IRS990/OtherExpensesGrp/ProgramServicesAmt36996
IRS990/OtherExpensesGrp/TotalAmt013291
IRS990/OtherExpensesGrp/TotalAmt11059
IRS990/OtherExpensesGrp/TotalAmt22641
IRS990/OtherExpensesGrp/TotalAmt36996
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0228161
IRS990/OtherSalariesAndWagesGrp/TotalAmt0228161
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt030275
IRS990/PayrollTaxesGrp/TotalAmt030275
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0143876
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0143876
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARGE WRIGHT
IRS990/PriorPeriodAdjustmentsAmt0-8
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0THEATRE PROGRAMS
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0318664
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01275814
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04191
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0287529
IRS990/PYOtherRevenueAmt0161545
IRS990/PYRevenuesLessExpensesAmt01008199
IRS990/PYSalariesCompEmpBnftPaidAmt0145822
IRS990/PYTotalExpensesAmt0433351
IRS990/PYTotalRevenueAmt01441550
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-254459
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0413549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01275814
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01989848
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0785073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04529408
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0954
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt07204
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04186
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127385
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0161545
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0288930
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0954
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04191
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07204
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04186
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023300
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt038458
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt071941
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0110399
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.97300
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt04818338
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0540934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01437359
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01989848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0785073
IRS990ScheduleA/Total509Grp/TotalAmt04818338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0541888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01441550
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0110786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02068554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0789259
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04952037
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt07331359
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0279716
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07611075
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0153240
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0153240
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0702442
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0240281
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0942723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08187041
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09631
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARVING AND PAINTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALLOWEEN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt03638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028327
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07779
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03638
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028327
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018696
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03961
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04817
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCLUDES INCOME FROM GIFT SHOP MANNED BY VOLUNTEERS AND FUND RAISING INCOME SCHEDULE A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.01$7.44$0.58$0.84$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.75$0.05$7.70$0.68$0.86$0.18
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.03$7.89$0.71$0.78$0.07
2021Detailed filing. Detailed filing data is available for this year.$8.16$0.02$8.14$0.48$0.65$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.01$8.32$0.59$0.68$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.03$8.41$0.55$0.80$0.25
2018Detailed filing. Detailed filing data is available for this year.$8.68$0.02$8.66$0.54$0.80$0.25
2017Summary only. Only limited summary data is available for this year.$9.04$0.12$8.91$1.44$0.43$1.01
2016Summary only. Only limited summary data is available for this year.$7.91$0.00$7.91$0.70$0.22$0.48
2015Summary only. Only limited summary data is available for this year.$7.42$0.00$7.42$2.07$0.07$1.99
2014Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.82$0.11$0.71
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.42$0.09$0.33
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.22$0.10$0.12
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.47$0.09$0.37