Civic Intelligence

Kimberly-Shirk Association

990 • Fiscal year 2016 • EIN 23-7049879

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 28, 2017

Organization ProfileWWW.KIMBERLYCREST.ORG
1325 Prospect DriveRedlands, CA 92373

(909) 792-2111

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

1.5%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

27th percentile

-7.6%

Faster revenue growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$2,619,670

Up $39,239 (+1.5%) from 2015

Net Assets

Up

$2,602,431

Up $71,317 (+2.8%) from 2015

Liabilities

Down

$17,239

Down $32,078 (-65%) from 2015

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin40th percentile

Revenue

Down

$294,106

Down $24,339 (-7.6%) from 2015

Expenses

Down

$295,149

Down $1,082 (-0.4%) from 2015

Net Income

Down

-$1,043

Down $23,257 (-105%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,675,770Liabilities 2014: $78,501Net Assets 2014: $2,597,2692014Assets 2015: $2,580,431Liabilities 2015: $49,317Net Assets 2015: $2,531,1142015Assets 2016: $2,619,670Liabilities 2016: $17,239Net Assets 2016: $2,602,4312016Assets 2017: $2,880,837Liabilities 2017: $4,618Net Assets 2017: $2,876,2192017Assets 2018: $2,812,318Liabilities 2018: $2,050Net Assets 2018: $2,810,2682018Assets 2019: $3,046,116Liabilities 2019: $6,513Net Assets 2019: $3,039,6032019Assets 2020: $3,147,640Liabilities 2020: $11,153Net Assets 2020: $3,136,4872020Assets 2021: $3,538,980Liabilities 2021: $14,394Net Assets 2021: $3,524,5862021Assets 2022: $3,247,845Liabilities 2022: $16,434Net Assets 2022: $3,231,4112022Assets 2024: $3,736,744Liabilities 2024: $17,125Net Assets 2024: $3,719,6192024

Highlighted filing

2016

Assets$2,619,670
Liabilities$17,239
Net Assets$2,602,431
Open 2016 Filing

Operations Trend

Revenue Growth27th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2014: $519,590Expenses 2014: $317,059Net Income 2014: $202,5312014Revenue 2015: $318,445Expenses 2015: $296,231Net Income 2015: $22,2142015Revenue 2016: $294,106Expenses 2016: $295,149Net Income 2016: -$1,0432016Revenue 2017: $426,384Expenses 2017: $289,865Net Income 2017: $136,5192017Revenue 2018: $468,549Expenses 2018: $308,944Net Income 2018: $159,6052018Revenue 2019: $330,061Expenses 2019: $303,526Net Income 2019: $26,5352019Revenue 2020: $250,620Expenses 2020: $305,763Net Income 2020: -$55,1432020Revenue 2021: $681,787Expenses 2021: $317,261Net Income 2021: $364,5262021Revenue 2022: $520,308Expenses 2022: $365,707Net Income 2022: $154,6012022Revenue 2024: $605,651Expenses 2024: $421,884Net Income 2024: $183,7672024

Highlighted filing

2016

Revenue$294,106
Expenses$295,149
Net Income-$1,043
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 28, 2017
Return Version
2016v3.0
Gross Receipts
$1,028,517
Mission and Program Overview

Mission

The kimberly-shirk association is charged with preserving the kimberly crest house and gardens for the education and enjoyment of the public, including tours of the house to the general public.

Preservation of the kimberly crest house and gardens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,451,132$1,517,156▲ $66,024
Land, Buildings, and Equipment, Net$967,831$943,036▼ $24,795
Cash and Non-Interest-Bearing Accounts$114,774$114,568▼ $206
Savings and Temporary Cash Investments$38,249$33,848▼ $4,401
Inventories for Sale or Use$8,445$8,445→ $0
Prepaid Expenses and Deferred Charges-$2,378-
Accounts Receivable-$239-
Total Assets$2,580,431$2,619,670▲ $39,239
Liabilities
Other Liabilities$40,432$0▼ $40,432
Accounts Payable and Accrued Expenses$8,885$17,239▲ $8,354
Total Liabilities$49,317$17,239▼ $32,078
Net Assets / Fund Balance
Unrestricted Net Assets$2,362,568$2,443,785▲ $81,217
Permanently Rstr Net Assets$130,908$130,908→ $0
Temporarily Rstr Net Assets$37,638$27,738▼ $9,900
Total Net Assets Fund Balance$2,531,114$2,602,431▲ $71,317
Total Liabilities and Net Assets / Fund Balance$2,580,431$2,619,670▲ $39,239

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$704,468$823,950-
Land$238,568--
Other Securities$1,512,156--
Closely Held Equity Interests$5,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,446,132-▲ $113,774$-47,750$1,512,156
2015$1,453,347-▼ $26,581$-19,366$1,446,132
2014$1,381,603-▲ $119,785$48,041$1,453,347
2013$1,203,830$15,000▲ $210,119$47,346$1,381,603
2012$1,168,717$20,000▲ $138,144$123,031$1,203,830
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Nancy SpencerPresident
Jessie C PowellVice President
Callene SorensonTrustee
Dexter ColeTrustee
Dr Dip SidhuTrustee
Erin SanbornTrustee
Gary StegemannTrustee
James ClarkTrustee
Jan KorfmacherTrustee
Mary Jo HolmesTrustee
Nancy ReidTrustee
Nathan GonzalesTrustee
Richard KimberlyTrustee
Sherry WalshTrustee
Sue TotzkeTrustee
Susan SequeiraTrustee
Tamara Serao-leivaTrustee
Tom SutterTrustee
Peggy BrierAsst. Treasurer
James CobbSecretary
Jerry MihldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$156,054
Program Service Revenue
$56,435
Investment Income
$51,922
Other Revenue
$29,695
All Other Contributions
$101,060
Change in Net Assets
$-1,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,328
Salaries, Compensation, and Employee Benefits$128,821
Total Fundraising Expense$19,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$39,913$63,411$11,358$114,682
Depreciation Depletion$23,921$19,899-$43,820
Occupancy$33,613$4,086-$37,699
Fees for Services Other$27,824$524-$28,348
Insurance$18,628$1,586-$20,214
Payroll Taxes$3,535$5,616$1,006$10,157
Fees for Service Investment Mgmnt Fees-$10,042-$10,042
Office Expenses$948$6,736$1,650$9,334
Fees for Services Accounting-$4,549-$4,549
Other Employee Benefits$1,386$2,202$394$3,982
Advertising--$2,798$2,798
Interest-$1,683-$1,683
Other Expenses$718$75$236$793
Total Functional Expenses$152,496$123,129$19,524$295,149
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$53,472
Fundraising Direct Expenses$27,286
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Soiree$49,875$25,215$3,647$21,568
Princesses at the Castle$24,443$11,345$1,604$9,741
Total Events$105,300$53,471$27,286$26,185
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
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 was provided to the board of trustees for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The association's bylaws require all contracts be approved by the board of trustees including where there is a potential conflict of interest. Approval of any contract or transaction to which the association is a party and in which one or more of it's trustees has a material financial interest, except where special approval is required is provided for in section 5233 (d)(3) of the california corporations code.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Kimberly-shirk Association
EIN
23-7049879
Phone
9097922111
Address
1325 PROSPECT DRIVE, REDLANDS, CA 92373

Signing Officer

Name
Tonja Blankenship
Title
Executive Director
Phone
9097922111
Signed
2017-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Spencer
Formed
1969
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
6
Volunteers
0

Preparer

Firm
Powell & Spafford Inc
Address
PO BOX 8847, REDLANDS, CA 92375
Preparer
Jessie C Powell CPA
Phone
9097921852
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

“The association is charged with preserving, protecting and maintaining, as a museum, those assets that constitute the historic victorian-style mansion and grounds known as kimberly crest house and gardens and to enhance the public's appreciation of the historical and architectural significance of the property.”

PART V, LINE 4:

“Contributions, which are restricted by the donor to be held indefinitely are treated as permanent endowment. The income derived from both board designated endowment and permanent endowment funds are used by the association for the general preservation of the kimberly crest house and gardens as approved by the board of trustees.”

Raw XML AppendixShowing 400 of 649 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08885
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017239
IRS990/AccountsReceivableGrp/EOYAmt0239
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PRESERVATION OF THE KIMBERLY CREST HOUSE AND GARDENS.
IRS990/AdvertisingGrp/FundraisingAmt02798
IRS990/AdvertisingGrp/TotalAmt02798
IRS990/AllOtherContributionsAmt0101060
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0TONYA BLANKENSHIP
IRS990/BooksInCareOfDetail/PhoneNum09097922111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01325 PROSPECT DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0REDLANDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092373
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0114774
IRS990/CashNonInterestBearingGrp/EOYAmt0114568
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt051829
IRS990/CostOfGoodsSoldAmt02159
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0156054
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051922
IRS990/CYOtherExpensesAmt0166328
IRS990/CYOtherRevenueAmt029695
IRS990/CYProgramServiceRevenueAmt056435
IRS990/CYRevenuesLessExpensesAmt0-1043
IRS990/CYSalariesCompEmpBnftPaidAmt0128821
IRS990/CYTotalExpensesAmt0295149
IRS990/CYTotalFundraisingExpenseAmt019524
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0294106
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019899
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023921
IRS990/DepreciationDepletionGrp/TotalAmt043820
IRS990/Desc0MAINTAINING AND PRESERVING THE KIMBERLY CREST HOUSE AND COLLECTION IN ORDER TO PROVIDE TOURS AND A GIFT SHOP OPEN TO THE GENERAL PUBLIC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt082197
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04549
IRS990/FeesForServicesAccountingGrp/TotalAmt04549
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0524
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt027824
IRS990/FeesForServicesOtherGrp/TotalAmt028348
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010042
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010042
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES COBB
IRS990/Form990PartVIISectionAGrp/PersonNm1PEGGY BRIER
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD KIMBERLY
IRS990/Form990PartVIISectionAGrp/PersonNm3NATHAN GONZALES
IRS990/Form990PartVIISectionAGrp/PersonNm4DEXTER COLE
IRS990/Form990PartVIISectionAGrp/PersonNm5NANCY REID
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY JO HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm7TAMARA SERAO-LEIVA
IRS990/Form990PartVIISectionAGrp/PersonNm8JAN KORFMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm10ERIN SANBORN
IRS990/Form990PartVIISectionAGrp/PersonNm11JERRY MIHLD
IRS990/Form990PartVIISectionAGrp/PersonNm12DR DIP SIDHU
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN SEQUEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm15CALLENE SORENSON
IRS990/Form990PartVIISectionAGrp/PersonNm16SUE TOTZKE
IRS990/Form990PartVIISectionAGrp/PersonNm17JESSIE C POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm18GARY STEGEMANN
IRS990/Form990PartVIISectionAGrp/PersonNm19TOM SUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm20SHERRY WALSH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt051829
IRS990/FundraisingDirectExpensesAmt027286
IRS990/FundraisingGrossIncomeAmt053472
IRS990/GainOrLossGrp/SecuritiesAmt015594
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0720560
IRS990/GrossReceiptsAmt01028517
IRS990/GrossSalesOfInventoryAmt05668
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01586
IRS990/InsuranceGrp/ProgramServicesAmt018628
IRS990/InsuranceGrp/TotalAmt020214
IRS990/InterestGrp/ManagementAndGeneralAmt01683
IRS990/InterestGrp/TotalAmt01683
IRS990/InventoriesForSaleOrUseGrp/BOYAmt08445
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08445
IRS990/InvestmentIncomeGrp/ExclusionAmt036328
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036328
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01451132
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01517156
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0823950
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0967831
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0943036
IRS990/LandBldgEquipCostOrOtherBssAmt01766986
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0704966
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03165
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE KIMBERLY-SHIRK ASSOCIATION IS CHARGED WITH PRESERVING THE KIMBERLY CREST HOUSE AND GARDENS FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC, INCLUDING TOURS OF THE HOUSE TO THE GENERAL PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02531114
IRS990/NetAssetsOrFundBalancesEOYAmt02602431
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015594
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015594
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026186
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026186
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt03509
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03509
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt072360
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt019995
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04086
IRS990/OccupancyGrp/ProgramServicesAmt033613
IRS990/OccupancyGrp/TotalAmt037699
IRS990/OfficeExpensesGrp/FundraisingAmt01650
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06736
IRS990/OfficeExpensesGrp/ProgramServicesAmt0948
IRS990/OfficeExpensesGrp/TotalAmt09334
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0394
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02202
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01386
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03982
IRS990/OtherExpensesGrp/Desc0MEMBER & FRIEND EVENT E
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3TAXES AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt02082
IRS990/OtherExpensesGrp/FundraisingAmt1236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01939
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt275
IRS990/OtherExpensesGrp/ProgramServicesAmt01304
IRS990/OtherExpensesGrp/ProgramServicesAmt1706
IRS990/OtherExpensesGrp/ProgramServicesAmt2718
IRS990/OtherExpensesGrp/TotalAmt03386
IRS990/OtherExpensesGrp/TotalAmt11939
IRS990/OtherExpensesGrp/TotalAmt21723
IRS990/OtherExpensesGrp/TotalAmt3793
IRS990/OtherLiabilitiesGrp/BOYAmt040432
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011358
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt063411
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039913
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114682
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01006
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05616
IRS990/PayrollTaxesGrp/ProgramServicesAmt03535
IRS990/PayrollTaxesGrp/TotalAmt010157
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0130908
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0130908
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02378
IRS990/PrincipalOfficerNm0NANCY SPENCER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2111000
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0G&A REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc1ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc2FRUIT SALES
IRS990/ProgramServiceRevenueGrp/Desc3DOCENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt028000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126652
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3828
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENANCE AND PRESERVATION OF THE GARDENS AND THE GROVE SURROUNDING KIMBERLY CREST HOUSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt066586
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt028955
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL AND SPECIAL ACTIVITIES OF THE DOCENTS OF KIMBERLY CREST. THE DOCENTS MAKE UP THE PRIMARY VOLUNTEER GROUP, WHO CARRY OUT THE PROGRAM SERVICES OF THE ASSOCIATION, INCLUDING TOURS OF THE HOUSE AND MAINTAINING THE GIFT SHOP.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03713
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04337
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0144909
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt082030
IRS990/PYOtherExpensesAmt0165921
IRS990/PYOtherRevenueAmt021325
IRS990/PYProgramServiceRevenueAmt070181
IRS990/PYRevenuesLessExpensesAmt022214
IRS990/PYSalariesCompEmpBnftPaidAmt0130310
IRS990/PYTotalExpensesAmt0296231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0318445
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-1043
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026652
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038249
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0156054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0142262

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,619,670
Liabilities
$17,239
Net assets
$2,602,431
Revenue
$294,106
Expenses
$295,149
Net income
-$1,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.02$3.72$0.61$0.42$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.02$3.23$0.52$0.37$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.01$3.52$0.68$0.32$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.01$3.14$0.25$0.31$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.01$3.04$0.33$0.30$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$0.47$0.31$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.00$2.88$0.43$0.29$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.02$2.60$0.29$0.30$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.05$2.53$0.32$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.08$2.60$0.52$0.32$0.20