Civic Intelligence

Coachella Valley Historical Societyinc

EIN 23-7153390 • 501(c)3 • Indio, CA

Profile

To preserve, interpret, and share the artifacts that create a dialogue about the evolving history of the coachella valley.

82-616 Miles AvenueIndio, CA 92201

www.coachellavalleymuseum.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.05x

Higher debt load relative to revenue than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

18%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.4%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,407,144

Up $76,690 (+5.8%) from 2023

Liabilities

Down

$16,216

Down $5,784 (-26%) from 2023

Net Assets

Up

$1,390,928

Up $82,474 (+6.3%) from 2023

Operations
Liabilities / Revenue45th percentileNet Margin70th percentile

Revenue

Up

$305,349

Up $26,298 (+9.4%) from 2023

Expenses

Up

$251,613

Up $9,166 (+3.8%) from 2023

Net Income

Up

$53,736

Up $17,132 (+47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,051,147Liabilities 2012: $88,498Net Assets 2012: $962,6492012Assets 2013: $992,640Liabilities 2013: $85,087Net Assets 2013: $907,5532013Assets 2014: $1,000,891Liabilities 2014: $73,229Net Assets 2014: $927,6622014Assets 2015: $1,069,597Liabilities 2015: $63,563Net Assets 2015: $1,006,0342015Assets 2016: $1,115,788Liabilities 2016: $57,278Net Assets 2016: $1,058,5102016Assets 2017: $1,081,761Liabilities 2017: $47,570Net Assets 2017: $1,034,1912017Assets 2018: $1,051,920Liabilities 2018: $41,814Net Assets 2018: $1,010,1062018Assets 2019: $1,256,577Liabilities 2019: $35,782Net Assets 2019: $1,220,7952019Assets 2020: $1,248,204Liabilities 2020: $50,565Net Assets 2020: $1,197,6392020Assets 2021: $1,202,138Liabilities 2021: $19,312Net Assets 2021: $1,182,8262021Assets 2022: $1,281,695Liabilities 2022: $25,566Net Assets 2022: $1,256,1292022Assets 2023: $1,330,454Liabilities 2023: $22,000Net Assets 2023: $1,308,4542023Assets 2024: $1,407,144Liabilities 2024: $16,216Net Assets 2024: $1,390,9282024

Highlighted filing

2024

Assets$1,407,144
Liabilities$16,216
Net Assets$1,390,928
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2012: $149,7942012Revenue 2013: $91,652Expenses 2013: $141,706Net Income 2013: -$50,0542013Revenue 2014: $136,446Expenses 2014: $127,686Net Income 2014: $8,7602014Revenue 2015: $231,968Expenses 2015: $162,566Net Income 2015: $69,4022015Revenue 2016: $111,172Expenses 2016: $159,560Net Income 2016: -$48,3882016Revenue 2017: $182,400Expenses 2017: $219,009Net Income 2017: -$36,6092017Revenue 2018: $197,196Expenses 2018: $159,412Net Income 2018: $37,7842018Revenue 2019: $317,889Expenses 2019: $154,209Net Income 2019: $163,6802019Revenue 2020: $90,844Expenses 2020: $125,584Net Income 2020: -$34,7402020Revenue 2021: $228,663Expenses 2021: $282,204Net Income 2021: -$53,5412021Revenue 2022: $320,919Expenses 2022: $224,212Net Income 2022: $96,7072022Revenue 2023: $279,051Expenses 2023: $242,447Net Income 2023: $36,6042023Revenue 2024: $305,349Expenses 2024: $251,613Net Income 2024: $53,7362024

Highlighted filing

2024

Revenue$305,349
Expenses$251,613
Net Income$53,736
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,407,144
Liabilities
$16,216
Net assets
$1,390,928
Revenue
$305,349
Expenses
$251,613
Net income
$53,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.31$0.25$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.02$1.31$0.28$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.26$0.32$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.23$0.28$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.05$1.20$0.09$0.13$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.04$1.22$0.32$0.15$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.04$1.01$0.20$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$0.18$0.22$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.06$1.06$0.11$0.16$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.06$1.01$0.23$0.16$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.07$0.93$0.14$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.09$0.91$0.09$0.14$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.09$0.96$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$343,594
Mission and Program Overview

Mission

To preserve, interpret, and share the artifacts that create a dialogue about the evolving history of the coachella valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$571,636$574,283▲ $2,647
Land, Buildings, and Equipment, Net$355,609$517,402▲ $161,793
Savings and Temporary Cash Investments$248,909$144,263▼ $104,646
Cash and Non-Interest-Bearing Accounts$87,632$104,529▲ $16,897
Inventories for Sale or Use$9,795$9,795→ $0
Accounts Receivable-$0-
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,330,454$1,407,144▲ $76,690
Other Assets Total$56,873$56,872▼ $1
Liabilities
Other Liabilities$17,162$16,216▼ $946
Accounts Payable and Accrued Expenses$4,838--
Total Liabilities$22,000$16,216▼ $5,784
Net Assets / Fund Balance
Net Assets With Donor Restrictions$880,659$776,013▼ $104,646
Net Assets Without Donor Restrictions$427,795$614,915▲ $187,120
Total Net Assets Fund Balance$1,308,454$1,390,928▲ $82,474
Total Liabilities and Net Assets / Fund Balance$1,330,454$1,407,144▲ $76,690

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$165,603$432,747$598,350
Other Land Buildings$348,781$63,773$412,554
Equipment$3,018$26,970$29,988

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$664,496$550▲ $15,447$17,231$663,262
2023$669,966$759▲ $9,022$15,251$664,496
2022$654,178$34,042▲ $39,307$57,561$669,966
2021$659,165$32,400▲ $20,077$57,464$654,178
2020$663,211-▲ $7,863$11,909$659,165
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Rebecca RizzoPast President
Cindy LaribeePresident
Benjamin GuitronBoard Member
Doug HolmesBoard Member
Erin GriffinBoard Member
John AbeleBoard Member
Johnny GuevaraBoard Member
Ruben AriasBoard Member
Vicky FrancoBoard Member
Yvonne Weischedel1st Vice-pres
Gloria Franz2nd Vice Pres
Susan FrancisSecretary
Karen HawkesworthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$173,701
Program Service Revenue
$17,810
Investment Income
$15,680
Other Revenue
$98,158
All Other Contributions
$100,616
Change in Net Assets
$53,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,262
Salaries, Compensation, and Employee Benefits$83,351
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,684$23,007-$76,691
Depreciation Depletion$23,456$3,199-$26,655
Insurance$14,873$11,145-$26,018
Occupancy$15,868$5,171-$21,039
Advertising$11,404$7,603-$19,007
Fees for Services Other$7,779$3,335-$11,114
Office Expenses$5,298$3,528-$8,826
Payroll Taxes$4,662$1,998-$6,660
Information Technology$1,871$2,874-$4,745
All Other Expenses$3,093$1,487-$4,580
Fees for Service Investment Mgmnt Fees-$3,003-$3,003
Other Expenses$2,041$875-$2,916
Fees for Services Accounting-$1,855-$1,855
Total Functional Expenses$179,492$72,121$0$251,613
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$89,706
Fundraising Direct Expenses$35,923
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Day of the Dead$74,768$74,768$6,693$68,075
Special Events$14,938$14,938$11,167$3,771
Total Events$89,706$89,706$35,923$53,783
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Disaster Loan$16,216
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 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
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

“A draft tax return is presented to the board of trustees for review. Once trustees approve return, a finalized return is processed, signed, and submitted.”

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

“The museum adopted a conflict of interest policy in december 2013. Also, trustees were asked to sign an acknowledgement of the policy.”

Form 990, Part VI, Section C, Line 18

“A copy of the 990 tax return is also available through the california attorney general's official website.”

Form 990, Part VI, Section C, Line 19

“Museum will make available, all necessary documentation and statements, to the public upon written request. Additionally, copies of all governing documents are available through the registry of charities on the california attorney general's website.”

Filing and Contact Details

Filer

Filer Name
Coachella Valley Historical Societyinc
EIN
23-7153390
Phone
7603426651
Address
82-616 MILES AVENUE, INDIO, CA 92201

Signing Officer

Name
Yvonne Weischedel
Title
1st Vice-pres
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Laribee
Formed
1965
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
67

Preparer

Firm
B & H Accounting Group LLC
Address
78401 HIGHWAY 111 STE T, LA QUINTA, CA 92253
Preparer
Ken R Hernandez
Phone
7605640680
Supplemental Narrative

Additional Explanations

In-kind Rent

“Cv museum is provided the use of all buildings and structures on museum grounds, rent-free by the city of indio. The city of indio also pays for utilities to include electricity, gas, and water, associated with the museum as well. The total amount of in-kind rent and utitlites amounts to $151,663.00 annually. Cv museum records these amounts on financial statements as off-setting in-kind dontation in revenue and expense, for reporting purposes.”

Financial Statement Notes

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

“The museum includes various collections of historical significance customary in historical museums. The museum receives donations from the public and program revenue through memberships. This enables the museum to carry out its exempt purpose.”

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

“Lowery fund - only interest earned on investment of fund monies are used to cover general operations of museum business.japanese garden fund - monies are used to cover maintenance and upkeep of japanese garden located on museum grounds.giessler rose garden - monies are used to cover maintenance and upkeep of gardens located on museum grounds.”

Part X : FIN48 Footnote

“The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed, or expected to be claimed on a tax return, should be recorded in the financial statements. Under the guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization, and various positions related to the potential sources or unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax beneifts identified or recorded as liabilities for calendar year 2024.”

Raw XML AppendixShowing 400 of 582 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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