Civic Intelligence

Tuolumne County Historical Society

EIN 23-7091689 • 501(c)3 • Sonora, CA

Profile

The Mission of the Tuolumne County Historical Society is to discover, collect,preserve, and disseminate knowledge about the history of Tuolumne County and the State of California.

158 Bradford StSonora, CA 95370

tchistory.org

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 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-15%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$345,776

Down $14,085 (-3.9%) from 2022

Liabilities

$838

No earlier filing loaded for comparison.

Net Assets

Down

$344,938

Down $14,923 (-4.1%) from 2022

Operations
Liabilities / Revenue71st percentileNet Margin27th percentile

Revenue

Up

$58,258

Up $12,294 (+27%) from 2022

Expenses

Up

$66,873

Up $27,183 (+68%) from 2022

Net Income

Down

-$8,615

Down $14,889 (-237%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2017: $291,706Liabilities 2017: $2,897Net Assets 2017: $288,8092017Assets 2018: $288,284Liabilities 2018: $1,525Net Assets 2018: $286,7592018Assets 2021: $353,587Net Assets 2021: $353,5872021Assets 2022: $359,861Net Assets 2022: $359,8612022Assets 2024: $345,776Liabilities 2024: $838Net Assets 2024: $344,9382024

Highlighted filing

2024

Assets$345,776
Liabilities$838
Net Assets$344,938
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$100K$50K$0-$50KRevenue 2017: $57,036Expenses 2017: $50,670Net Income 2017: $6,3662017Revenue 2018: $60,009Expenses 2018: $62,092Net Income 2018: -$2,0832018Revenue 2021: $91,195Expenses 2021: $35,560Net Income 2021: $55,6352021Revenue 2022: $45,964Expenses 2022: $39,690Net Income 2022: $6,2742022Revenue 2024: $58,258Expenses 2024: $66,873Net Income 2024: -$8,6152024

Highlighted filing

2024

Revenue$58,258
Expenses$66,873
Net Income-$8,615
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$345,776
Liabilities
$838
Net assets
$344,938
Revenue
$58,258
Expenses
$66,873
Net income
-$8,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.01$3.45$0.58$0.67$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.60$3.60$0.46$0.40$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.54$3.54$0.91$0.36$0.56
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.02$2.87$0.60$0.62$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.03$2.89$0.57$0.51$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Gross Receipts
$48,133
Mission and Program Overview

Mission

The Mission of the Tuolumne County Historical Society is to discover, collect,preserve, and disseminate knowledge about the history of Tuolumne County and the State of California.

Program Services

DescriptionGrantsExpenses
OPERATE THE TUOLUMNE COUNTY MUSEUM AND HISTORY RESEARCH CENTER, INCLUDING DEVELOPING AND PROVIDING ACCESS TO EXHIBITS, ARCHIVING AND PRESERVING ARTIFACTS, IMAGES AND WRITINGS, WITH EMPHHASIS ON THE LOCAL COMMUNITY-$39,690
COMMUNICATE THE IMPORTANT ROLE A OF HISTORY TO OUR LOCAL HERITAGE AND CULTURE THROUGH COMMUNITY OUTREACH PROGRAMS, ESPECIALLY TO OUR YOUTH AND SENIOR DEMOGRAPHICS, THROUGH TOPICAL MONTHLY PUBLIC PRESENTATIONS, AWARDS FOR HISTORIC PRESERVATION AND EDUCATIONAL FIELD TRIPS.--
PUBLISH ORIGINAL HISTORIC RESEARCH IN THE "CHISPA," A QUARTERLY PUBLICATION FOCUSING ON LOCAL HISTORIC PEOPLE, EVENTS AND PLACES.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERI Q HOLMESTreasurerPT$0--
LINDA CROCKERDirectorPT$0--
SANDY FISHERDirectorPT$0--
KATHY BOONEMemb SecretaryPT$0--
CHARLES HOLLANDPresidentPT$0--
BETTY SPARAGNARecording SecPT$0--
LISA MAYODirectorPT$0--
JANET MONTANODirectorPT$0--
MICHAEL GHIORSODirector-$0--
Filing and Contact Details

Filer

Filer Name
Tuolumne County Historical Society
EIN
23-7091689
Phone
2095324227
Address
158 BRADFORD ST, SONORA, CA 95370

Signing Officer

Name
Cheri Q Holmes
Title
Treasurer
Signed
2023-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Wheeler & Egger Cpas Llp
Address
945 MORNING STAR DR, SONORA, CA 95370
Preparer
E Samuel Wheeler CPA
Phone
2095361218
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3739”

Other Expenses.1012

“Insurance $2867”

Other Expenses.1

“Committees - society $8635”

Other Expenses.2

“PRINTING $4262”

Other Expenses.3

“Operations expense - museum $2236”

Other Expenses.4

“Committees - museum $1801”

Other Expenses.5

“Bank charges/cc fees $432”

Other Expenses.6

“FEES AND DUES $168”

Other Expenses.7

“MUSEUM DAY $139”

Other Expenses.16

“POS INVENTORY ADJ $-1112”

Other Assets.1010

“Inventories - Beginning $34322 Inventories - Ending $34173”

Raw XML Appendix206 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
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERI Q HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY BOONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHARLES HOLLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BETTY SPARAGNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LISA MAYO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JANET MONTANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL GHIORSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Memb Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5RECORDING SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034322
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034173
IRS990EZ/OtherExpensesTotalAmt023167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Mission of the Tuolumne County Historical Society is to discover, collect,preserve, and disseminate knowledge about the history of Tuolumne County and the State of California.
IRS990EZ/ProgramServiceRevenueAmt0648
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATE THE TUOLUMNE COUNTY MUSEUM AND HISTORY RESEARCH CENTER, INCLUDING DEVELOPING AND PROVIDING ACCESS TO EXHIBITS, ARCHIVING AND PRESERVING ARTIFACTS, IMAGES AND WRITINGS, WITH EMPHHASIS ON THE LOCAL COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNICATE THE IMPORTANT ROLE A OF HISTORY TO OUR LOCAL HERITAGE AND CULTURE THROUGH COMMUNITY OUTREACH PROGRAMS, ESPECIALLY TO OUR YOUTH AND SENIOR DEMOGRAPHICS, THROUGH TOPICAL MONTHLY PUBLIC PRESENTATIONS, AWARDS FOR HISTORIC PRESERVATION AND EDUCATIONAL FIELD TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PUBLISH ORIGINAL HISTORIC RESEARCH IN THE "CHISPA," A QUARTERLY PUBLICATION FOCUSING ON LOCAL HISTORIC PEOPLE, EVENTS AND PLACES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039690
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016523
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039690
IRS990EZ/TotalProgramServiceExpensesAmt039690
IRS990EZ/TotalRevenueAmt045964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0tchistory.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt077298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041601
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0274643
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0177
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0902
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04771
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03586
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03021
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011140
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt013143
IRS990ScheduleA/OtherIncome170Grp/TotalAmt035661
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88250
IRS990ScheduleA/PublicSupportPY170Pct00.80900
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0274643
IRS990ScheduleA/TotalSupportAmt0311206
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEES - SOCIETY $8635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRINTING $4262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OPERATIONS EXPENSE - MUSEUM $2236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEES - MUSEUM $1801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES/CC FEES $432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FEES AND DUES $168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MUSEUM DAY $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9POS INVENTORY ADJ $-1112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $34322 Inventories - Ending $34173
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERI Q HOLMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUOLUMNE COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TUOL
ReturnHeader/Filer/EIN0237091689
ReturnHeader/Filer/PhoneNum02095324227
ReturnHeader/Filer/USAddress/AddressLine1Txt0158 BRADFORD ST
ReturnHeader/Filer/USAddress/CityNm0SONORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095370
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900673920
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER & EGGER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0945 MORNING STAR DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SONORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095370
ReturnHeader/PreparerPersonGrp/PhoneNum02095361218
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E SAMUEL WHEELER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-16T14:28:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERI Q
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLMES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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