Civic Intelligence

Kimberly-Shirk Association

990 • Fiscal year 2017 • EIN 23-7049879

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,880,837

Up $300,406 (+12%) from 2015

Net Assets

Up

$2,876,219

Up $345,105 (+14%) from 2015

Liabilities

Down

$4,618

Down $44,699 (-91%) from 2015

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin85th percentile

Revenue

Up

$426,384

Up $107,939 (+34%) from 2015

Expenses

Down

$289,865

Down $6,366 (-2.1%) from 2015

Net Income

Up

$136,519

Up $114,305 (+515%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th 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 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

2017

Assets$2,880,837
Liabilities$4,618
Net Assets$2,876,219
Open 2017 Filing

Operations Trend

Revenue Growth85th 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 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

2017

Revenue$426,384
Expenses$289,865
Net Income$136,519
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,129,800
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$1,517,156$1,736,040▲ $218,884
Land, Buildings, and Equipment, Net$943,036$949,889▲ $6,853
Cash and Non-Interest-Bearing Accounts$114,568$146,402▲ $31,834
Savings and Temporary Cash Investments$33,848$41,476▲ $7,628
Inventories for Sale or Use$8,445$7,030▼ $1,415
Prepaid Expenses and Deferred Charges$2,378$0▼ $2,378
Accounts Receivable$239$0▼ $239
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$2,619,670$2,880,837▲ $261,167
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$17,239$4,618▼ $12,621
Total Liabilities$17,239$4,618▼ $12,621
Net Assets / Fund Balance
Unrestricted Net Assets$2,443,785$2,715,566▲ $271,781
Permanently Rstr Net Assets$130,908$130,908→ $0
Temporarily Rstr Net Assets$27,738$29,745▲ $2,007
Total Net Assets Fund Balance$2,602,431$2,876,219▲ $273,788
Total Liabilities and Net Assets / Fund Balance$2,619,670$2,880,837▲ $261,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$400,773$547,473$948,246
Leasehold Improvements$229,391$66,705$296,096
Land$238,568-$238,568
Other Land Buildings$61,245$131,069$192,314
Equipment$19,912$118,753$138,665
Closely Held Equity Interests$5,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,512,156-▲ $236,384$17,500$1,731,040
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Nancy SpencerPresident
Jessie PowellVice President
Callene SorensonTrustee
Cathrin DevoeTrustee
Dexter ColeTrustee
Dr Dip SidhuTrustee
Erin SanbornTrustee
Gary StegemannTrustee
James ClarkTrustee
Jan KorfmacherTrustee
Larry MunzTrustee
Mary Jo HolmesTrustee
Nancy ReidTrustee
Paige RoushTrustee
Richard H KimberlyTrustee
Sherry WalshTrustee
Sue TotzkeTrustee
Susan SequeiraTrustee
Tamara Serrao-leivaTrustee
James CobbSecretary
Jerry MihldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,598
Program Service Revenue
$73,362
Investment Income
$109,347
Other Revenue
$106,077
All Other Contributions
$134,503
Change in Net Assets
$136,519
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,586
Salaries, Compensation, and Employee Benefits$128,279
Total Fundraising Expense$2,506
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$61,308$56,592-$117,900
Depreciation Depletion$22,028$18,022-$40,050
Insurance$17,537$3,132-$20,669
Occupancy$18,209$2,024-$20,233
Payroll Taxes$5,397$4,982-$10,379
Fees for Service Investment Mgmnt Fees-$10,161-$10,161
All Other Expenses$2,428$2,576$2,506$7,510
Office Expenses$1,876$5,626-$7,502
Fees for Services Accounting-$3,644-$3,644
Other Expenses$1,757$2,356-$2,356
Advertising$601$555-$1,156
Conferences and Meetings$183--$183
Total Functional Expenses$174,391$112,968$2,506$289,865
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$131,624
Fundraising Direct Expenses$27,366
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Soiree$65,480$65,480$9,347$56,133
Princess at the Castle$29,355$29,355$3,441$25,914
Total Events$126,003$126,003$24,871$101,132
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The association's bylaws require all contracts be approved by the board oftrustees 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, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Tax return is available on state attorney general website and on www.guidestar.com.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Spencer
Formed
1969
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
4

Preparer

Firm
David Raff & Company
Address
1467 Ford Street Suite 200, Redlands, CA 92373
Preparer
David B Raff CPA
Phone
9093358900
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Gardens and grounds are a cultural and historic landmark for the city of redlands.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The association is charged with preserving, protecting and maintaining, asa museum, those assets that constitute the historic victorian-stylemansion and grounds known as kimberly crest house and gardens and toenhance the public's appreciation of the historical and architecturalsignificance of the property.”

Part V, Line 4: Intended uses of the endowment fund.

“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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,880,837
Liabilities
$4,618
Net assets
$2,876,219
Revenue
$426,384
Expenses
$289,865
Net income
$136,519
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
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.43$0.29$0.14
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