Civic Intelligence

Lacey Historical Society

EIN 94-3048716 • 501(c)3 • Lacey, WA

Profile

Organized exclusively for educational and charitable purposes related to the promotion, collection, preservation, and interpretation of the history of the city of lacey.

PO Box 3324Lacey, WA 98509-3324

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

57th percentile

1.4%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$286,695

Up $4,067 (+1.4%) from 2019

Liabilities

Flat

$1,000

Flat from 2019

Net Assets

Up

$285,695

Up $4,067 (+1.4%) from 2019

Revenue

Up

$6,852

Up $912 (+15%) from 2019

Expenses

Down

$2,785

Down $3,569 (-56%) from 2019

Net Income

Up

$4,067

Up $4,481 (+1082%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $283,042Liabilities 2018: $1,000Net Assets 2018: $282,0422018Assets 2019: $282,628Liabilities 2019: $1,000Net Assets 2019: $281,6282019Assets 2020: $286,695Liabilities 2020: $1,000Net Assets 2020: $285,6952020

Highlighted filing

2020

Assets$286,695
Liabilities$1,000
Net Assets$285,695

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $206,504Expenses 2018: $6,213Net Income 2018: $200,2912018Revenue 2019: $5,940Expenses 2019: $6,354Net Income 2019: -$4142019Revenue 2020: $6,852Expenses 2020: $2,785Net Income 2020: $4,0672020

Highlighted filing

2020

Revenue$6,852
Expenses$2,785
Net Income$4,067

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 9, 2021
Return Version
2020v4.0
Gross Receipts
$6,852
Mission and Program Overview

Mission

Organized exclusively for educational and charitable purposes related to the promotion, collection, preservation, and interpretation of the history of the city of lacey.

To explore, preserve and promote the history of the city of lacey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$281,628$285,695▲ $4,067
Savings and Temporary Cash Investments$262,837$266,904▲ $4,067
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$282,628$286,695▲ $4,067
Other Assets Total$19,791$19,791→ $0
Liabilities
Other Liabilities$1,000$1,000→ $0
Total Liabilities$1,000$1,000→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$281,628$285,695▲ $4,067
Total Liabilities and Net Assets / Fund Balance$282,628$286,695▲ $4,067

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Margaret C WeaverPresident
Robert H KrierVice President
Amber RaneyTrustee
Diane PorterTrustee
Shirley DziedzicTrustee
Susan HartmanSecretary
Susan GoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,760
Program Service Revenue
$0
Investment Income
$5,092
Other Revenue
$0
All Other Contributions
$1,040
Change in Net Assets
$4,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,785
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$1,258$144-$1,402
Insurance-$631-$631
Fees for Services Accounting-$625-$625
Conferences and Meetings$17--$17
Other Expenses$100$10-$10
Total Functional Expenses$1,375$1,410$0$2,785
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Museum Designated Funds$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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, Part VI, Section A, Line 6

The organization currently has 79 voting members. Each member is entitled to one vote on the election of the board of the trustees.

Form 990, Part VI, Section A, Line 7A

The board of trustees will have a maximum of twelve persons of which four are the officers: president, vice president, secretary and treasurer. They are elected by the membership at the annual meeting.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the treasurer and president, then presented to the board at their meeting prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Lacey Historical Society
EIN
94-3048716
Phone
3604919024
Address
PO BOX 3324, LACEY, WA 98509-3324

Signing Officer

Name
Margaret C Weaver
Title
President
Phone
3604919024
Signed
2021-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Weaver
Formed
1980
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Vickerman CPA Group Inc Ps
Address
6945 LITTLEROCK ROAD SW SUITE B, TUMWATER, WA 98512
Preparer
Antonia Goh CPA
Phone
3605709933
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

The "school bell and the "memorial plaques" are part of the project to honor the lacey school that stood at the corner of pacific & carpenter from 1892 to 1967 (demolished and replaced by the safeway grocery store). The plaques are placed on the west outside wall of the safeway grocery store and are accessible to the public both from carpenter road and pedestrian access. The school bell was acquired by the lacey historical society with assistance from two other community groups with ownership to lacey historical society. Equipment was purchased and installed into the bell tower which is an architectural feature built in to the grocery store building to honor the former school. This equipment reproduces the sound of the bell that rang from the original bell tower of the lacey school in 1913.

Raw XML Appendix339 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE "SCHOOL BELL AND THE "MEMORIAL PLAQUES" ARE PART OF THE PROJECT TO HONOR THE LACEY SCHOOL THAT STOOD AT THE CORNER OF PACIFIC & CARPENTER FROM 1892 TO 1967 (DEMOLISHED AND REPLACED BY THE SAFEWAY GROCERY STORE). THE PLAQUES ARE PLACED ON THE WEST OUTSIDE WALL OF THE SAFEWAY GROCERY STORE AND ARE ACCESSIBLE TO THE PUBLIC BOTH FROM CARPENTER ROAD AND PEDESTRIAN ACCESS. THE SCHOOL BELL WAS ACQUIRED BY THE LACEY HISTORICAL SOCIETY WITH ASSISTANCE FROM TWO OTHER COMMUNITY GROUPS WITH OWNERSHIP TO LACEY HISTORICAL SOCIETY. EQUIPMENT WAS PURCHASED AND INSTALLED INTO THE BELL TOWER WHICH IS AN ARCHITECTURAL FEATURE BUILT IN TO THE GROCERY STORE BUILDING TO HONOR THE FORMER SCHOOL. THIS EQUIPMENT REPRODUCES THE SOUND OF THE BELL THAT RANG FROM THE ORIGINAL BELL TOWER OF THE LACEY SCHOOL IN 1913.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CURRENTLY HAS 79 VOTING MEMBERS. EACH MEMBER IS ENTITLED TO ONE VOTE ON THE ELECTION OF THE BOARD OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES WILL HAVE A MAXIMUM OF TWELVE PERSONS OF WHICH FOUR ARE THE OFFICERS: PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER. THEY ARE ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE TREASURER AND PRESIDENT, THEN PRESENTED TO THE BOARD AT THEIR MEETING PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0281628
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0285695
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01375
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt05092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06852
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0282628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0286695
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3324
IRS990/USAddress/CityNm0LACEY
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd0985093324
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET C WEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03604919024
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LACEY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LACE
ReturnHeader/Filer/EIN0943048716
ReturnHeader/Filer/PhoneNum03604919024
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3324
ReturnHeader/Filer/USAddress/CityNm0LACEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0985093324
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822594290
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICKERMAN CPA GROUP INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06945 LITTLEROCK ROAD SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUMWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098512
ReturnHeader/PreparerPersonGrp/PhoneNum03605709933
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIA GOH CPA
ReturnHeader/ReturnTs02021-04-26T16:44:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGARET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEAVER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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