Civic Intelligence

Mount Lowe Preservation Society Inc

990 • Fiscal year 2019 • EIN 04-3731228

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

PO Box 431San Gabriel, CA 91778-0431

(626) 458-8148

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

$297,618

No earlier filing loaded for comparison.

Net Assets

$297,618

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$5,510

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$5,510

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.

$400K$300K$200K$100K$0Assets 2019: $297,618Liabilities 2019: $0Net Assets 2019: $297,6182019Assets 2020: $315,788Liabilities 2020: $7,026Net Assets 2020: $308,7622020Assets 2021: $320,750Liabilities 2021: $12,026Net Assets 2021: $308,7242021Assets 2022: $326,660Liabilities 2022: $7,026Net Assets 2022: $319,6342022Assets 2023: $324,696Liabilities 2023: $7,026Net Assets 2023: $317,6702023Assets 2024: $328,619Liabilities 2024: $7,026Net Assets 2024: $321,5932024

Highlighted filing

2019

Assets$297,618
Liabilities$0
Net Assets$297,618

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2019: $5,510Expenses 2019: $0Net Income 2019: $5,5102019Revenue 2020: $7,452Expenses 2020: $3,512Net Income 2020: $3,9402020Revenue 2021: $7,674Expenses 2021: $7,712Net Income 2021: -$382021Revenue 2022: $23,386Expenses 2022: $12,476Net Income 2022: $10,9102022Revenue 2023: $11,631Expenses 2023: $13,595Net Income 2023: -$1,9642023Revenue 2024: $4,411Expenses 2024: $488Net Income 2024: $3,9232024

Highlighted filing

2019

Revenue$5,510
Expenses$0
Net Income$5,510
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Gross Receipts
$5,510
Mission and Program Overview

Mission

The Mount Lowe Preservation Society's mission is to help secure, preserve, educate, and share history, artifacts, photography and ephemera about and regarding Southern California transportation including cars, busses, trolleys, and railroads, and to write, display, and lecture on these topics for educational and public benefit purposes.

Help secure and preserve history and artifacts about and regarding the Mount Lowe Railway. Also associated with the Pacific Electric Railway Historical Society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$297,618-
Cash and Non-Interest-Bearing Accounts-$5,510-
Total Assets$0$297,618▲ $297,618
Other Assets Total-$292,108-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$297,618▲ $297,618
Total Liabilities and Net Assets / Fund Balance$0$297,618▲ $297,618

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$292,108--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael PatrisPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$5,510
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,510
Change in Net Assets
$5,510

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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 governing body review Part VI line 11

Michael Patris reviews form before filing

Governing documents etc available to public Part VI line 19

There are appraisals on all large donations - Minutes of meeting rule how to display donated artifacts

Filing and Contact Details

Filer

Filer Name
Mount Lowe Preservation Society
EIN
04-3731228
Address
PO Box 431, San Gabriel, CA 91778-0431
Doing Business As
Mount Lowe Preservation Societ

Signing Officer

Name
Michael Patris 3 Officer
Title
President
Phone
6264588148
Signed
2020-07-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Patris 3 Officer
Formed
2000
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Specialized Tax Service
Address
1251 Oakglen Ave, Arcadia, CA 91006
Preparer
Mary Singman
Phone
6266983398
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

New donations of tangible objects for 2019

Raw XML Appendix244 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Help secure and preserve history and artifacts about and regarding the Mount Lowe Railway. Also associated with the Pacific Electric Railway Historical Society.
IRS990/AllOtherContributionsAmt05510
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Michael Patris 3 Officer
IRS990/BooksInCareOfDetail/PhoneNum06264588148
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 North Olive Ave
IRS990/BooksInCareOfDetail/USAddress/CityNm0Alhambra
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0918011344
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt05510
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05510
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05510
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05510
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Aquired new tangible objects to preserve the historical artifact regarding the Mount Lowe Railway and associated with the Pacific Electric Railway and Historical society.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Mount Lowe Preservation Societ
IRS990/DonatedServicesAndUseFcltsAmt01269
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Michael Patris
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05510
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Help secure and preserve history and artifacts about and regarding the Mount Lowe Railway. Also associated with the Pacific Electric Railway Historical Society.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0297618
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0292108
IRS990/OtherChangesInNetAssetsAmt0290839
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Michael Patris 3 Officer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/ReconcilationRevenueExpnssAmt05510
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0297618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt041938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0164853
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0164853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0164853
IRS990ScheduleA/TotalSupportAmt0164853
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0292108
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Donated Tangible objects
IRS990ScheduleD/SolicitedAssetsSaleInd0true
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0292108
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0All non-cash donations of collectibles are preserved and added to the permanent collection for display and education.Received in 20191. Malcolm McCarter Photographic Collection $259,050.002. Herbert Mann, 1913 Mertz speedster auto 17,500.003. John Hillis Sanders artwork Super Chief 4,995.004. Colleen Smith Noritake Pasadena China 450.005. Lawrence Gillespie, RR book and photo collection 4,013.006. Russell Bradford,tie bar collection 4,500.00Total Art and Collectibles received $290,508.00Other Tangible objects1. Mariam Yeginyan, HON metal book shelves $1,600.00
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0No revenue reporting for contribution (Part I, line 33)
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990ScheduleM/WorksOfArtGrp/ContributionCnt07
IRS990ScheduleM/WorksOfArtGrp/MethodOfDeterminingRevenuesTxt0Opinions of Experts
IRS990ScheduleM/WorksOfArtGrp/NonCashCheckboxInd0X
IRS990ScheduleM/WorksOfArtGrp/NoncashContributionsRptF990Amt00
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Michael Patris reviews form before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are appraisals on all large donations - Minutes of meeting rule how to display donated artifacts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2New donations of tangible objects for 2019
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt0297618
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0297618
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05510
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297618
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05510
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0297618
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0805 North Olive Ave
IRS990/USAddress/CityNm0Alhambra
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0918011344
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.mountlowe.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Patris 3 Officer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06264588148
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mount Lowe Preservation Society
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0043731228
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 431
ReturnHeader/Filer/USAddress/CityNm0San Gabriel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0917780431
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E1C54B4904DC669F382F273D3F181A02519A07F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E1C54B4904DC669F382F273D3F181A02519A07F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095605820203210jmial1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.52.179.169
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTm017:51:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261808348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Specialized Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01251 Oakglen Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06266983398
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Singman
ReturnHeader/ReturnTs02020-11-16T17:49:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings