Civic Intelligence

Mesa Historical & Archeological Society

EIN 23-7212637 • 501(c)3 • Mesa, AZ

Profile

Promotion of the history of Mesa, Arizona and operation of the Mesa Historical Museum.

PO Box 582Mesa, AZ 85211

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$64,615

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

95th percentile

156%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

81%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$467,508

Up $142,575 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$467,508

Up $142,575 (+44%) from 2023

Revenue

Up

$467,663

Up $143,581 (+44%) from 2023

Expenses

Up

$325,088

Up $37,384 (+13%) from 2023

Net Income

Up

$142,575

Up $106,197 (+292%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2016: $63,362Liabilities 2016: $4,239Net Assets 2016: $59,1232016Assets 2017: $79,851Liabilities 2017: $2,225Net Assets 2017: $77,6262017Assets 2019: $78,357Liabilities 2019: $229Net Assets 2019: $78,1282019Assets 2020: $200,204Liabilities 2020: $120Net Assets 2020: $200,0842020Assets 2021: $177,579Liabilities 2021: $0Net Assets 2021: $177,5792021Assets 2022: $288,555Liabilities 2022: $0Net Assets 2022: $288,5552022Assets 2023: $324,933Liabilities 2023: $0Net Assets 2023: $324,9332023Assets 2024: $467,508Liabilities 2024: $0Net Assets 2024: $467,5082024

Highlighted filing

2024

Assets$467,508
Liabilities$0
Net Assets$467,508

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $168,936Expenses 2016: $172,601Net Income 2016: -$3,6652016Revenue 2017: $211,791Expenses 2017: $193,290Net Income 2017: $18,5012017Revenue 2019: $203,618Expenses 2019: $247,711Net Income 2019: -$44,0932019Revenue 2020: $368,353Expenses 2020: $245,988Net Income 2020: $122,3652020Revenue 2021: $228,519Expenses 2021: $251,343Net Income 2021: -$22,8242021Revenue 2022: $374,222Expenses 2022: $263,246Net Income 2022: $110,9762022Revenue 2023: $324,082Expenses 2023: $287,704Net Income 2023: $36,3782023Revenue 2024: $467,663Expenses 2024: $325,088Net Income 2024: $142,5752024

Highlighted filing

2024

Revenue$467,663
Expenses$325,088
Net Income$142,575

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 22, 2024
Return Version
2022v5.0
Gross Receipts
$328,275
Mission and Program Overview

Mission

Mesa historical society is a public museum dedicated to preservating mesas rich culture amd history through collections and exhibits

Mesa historical society is a public museum dedicated to preserving mesa's rich culture and history through collections and exhibits

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$41,865$151,709▲ $109,844
Savings and Temporary Cash Investments$98,726$95,000▼ $3,726
Cash and Non-Interest-Bearing Accounts$147,964$77,726▼ $70,238
Prepaid Expenses and Deferred Charges-$498-
Total Assets$288,555$324,933▲ $36,378
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$193,008$229,386▲ $36,378
Net Assets With Donor Restrictions$95,547$95,547→ $0
Total Net Assets Fund Balance$288,555$324,933▲ $36,378
Total Liabilities and Net Assets / Fund Balance$288,555$324,933▲ $36,378

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$151,709$3,217$154,926
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Susan RicciDirectorFT$66,903$66,903

Board Members and Trustees

NameTitle
Anita PetersPresident
Greg MarekVice President
Andrew FryeDirector
Barb BinghamDirector
Ken ShadleyDirector
Spencer MorganDirector
Steve WoodDirector
Susan HawkinsDirector
Jacob MartinezSecretary
Jen VelezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$154,123
Program Service Revenue
$11,122
Investment Income
$3,888
Other Revenue
$154,949
All Other Contributions
$22,056
Change in Net Assets
$36,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,351
Other Expenses$84,353
Total Fundraising Expense$33,397
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$54,682$41,357$0$96,039
Current Officers, Directors, Trustees, and Key Employees$20,071$20,071$26,761$66,903
Occupancy$24,518$16,346$0$40,864
Other Employee Benefits$12,859$10,566$4,603$28,028
Payroll Taxes$5,680$4,668$2,033$12,381
Insurance$11,278$543$0$11,821
Office Expenses$2,727$909$0$3,636
Fees for Services Accounting$0$3,428$0$3,428
Advertising$2,554$0$0$2,554
Other Expenses$0$2,121$0$2,121
Depreciation Depletion$1,104$736$0$1,840
Information Technology$1,825$0$0$1,825
Conferences and Meetings$1,455$0$0$1,455
Fees for Services Management$750$0$0$750
Total Functional Expenses$153,562$100,745$33,397$287,704
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,935
Fundraising Direct Expenses$1,774
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Sale$12,443$12,166$216$11,950
Arts/crafts Fair$6,501$6,268$1,353$4,915
Total Events$24,527$23,935$1,774$22,161
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
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Mesa Historical Society Inc
EIN
23-7212637
Phone
4808352286
Address
PO BOX 582, MESA, AZ 85211
Doing Business As
Mesa Historical Museum

Signing Officer

Name
Susan Ricci
Title
Executive Director
Phone
4808352286
Signed
2024-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anita Peters
Formed
1966
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
75

Preparer

Firm
T Carmichael Pc
Address
421 E UNIVERSITY DR, MESA, AZ 85203
Preparer
Theresa a Carmichael
Phone
4806499550
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

AVAILABLE UPON REQUEST

Pt VI, Line 11B

The return is circulated to the board for review and comment prior to filing.

Pt VI, Line 12C

Board members complete a conflict of interest form yearly.

Pt VI, Line 15A

Executive director's salary is determined based on comparison to other directors with similar credentials for a comparable sized museum.

Financial Statement Notes

Pt III, Line 4

Historical collection amassed since 1966 depicting the history of mesa

Raw XML AppendixShowing 400 of 503 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.

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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041357
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt054682
IRS990/OtherSalariesAndWagesGrp/TotalAmt096039
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02033
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04668
IRS990/PayrollTaxesGrp/ProgramServicesAmt05680
IRS990/PayrollTaxesGrp/TotalAmt012381
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0498
IRS990/PrincipalOfficerNm0ANITA PETERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1COLLECTION ROYALITIES/IMAGES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12023
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0149320
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0105885
IRS990/PYOtherExpensesAmt071071
IRS990/PYOtherRevenueAmt0109097
IRS990/PYProgramServiceRevenueAmt09920
IRS990/PYRevenuesLessExpensesAmt0110976
IRS990/PYSalariesCompEmpBnftPaidAmt0192175
IRS990/PYTotalExpensesAmt0263246
IRS990/PYTotalRevenueAmt0374222
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt036378
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt073892
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt064238
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098726
IRS990/SavingsAndTempCashInvstGrp/EOYAmt095000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: FUNDRAISING 2019: 1759. 2020: 9161. 2021: 26499. 2022: 22161.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0154123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0149321
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0135880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0290575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0134307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0864206
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077780
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt073859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt073781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt066212
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0362399
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0212610
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022161
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt026499
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09161
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01759
IRS990ScheduleA/OtherIncome170Grp/TotalAmt059580
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60340
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.61290
IRS990ScheduleA/PublicSupportTotal170Amt0776044
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt088162
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0154123
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0149321
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0135880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0290575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0134307
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0864206
IRS990ScheduleA/TotalSupportAmt01286185
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0151709
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03217
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0154926
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HISTORICAL COLLECTION AMASSED SINCE 1966 DEPICTING THE HISTORY OF MESA
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0151709
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0592
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0277
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0233
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt082
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01774
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK SALE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ARTS/CRAFTS FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012443
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05583
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024527

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