Civic Intelligence

Escondido History Center

EIN 23-7363043 • 501(c)3 • Escondido, CA

Profile

HISTORICAL SOCIETY

PO Box 263Escondido, CA 92033

www.escondidohistory.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

19th percentile

-29%

Higher net margin than 19% 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

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

43rd percentile

-8.5%

Faster revenue growth than 43% of similar nonprofits.

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

Assets

Down

$330,904

Down $40,056 (-11%) from 2023

Liabilities

Down

$3,566

Down $8,842 (-71%) from 2023

Net Assets

Down

$327,338

Down $31,214 (-8.7%) from 2023

Revenue

Down

$117,200

Down $10,924 (-8.5%) from 2023

Expenses

Up

$150,880

Up $59,976 (+66%) from 2023

Net Income

Down

-$33,680

Down $70,900 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2018: $161,300Liabilities 2018: $11,743Net Assets 2018: $149,5572018Assets 2019: $205,421Liabilities 2019: $43,341Net Assets 2019: $162,0802019Assets 2020: $196,428Liabilities 2020: $35,270Net Assets 2020: $161,1582020Assets 2021: $271,060Liabilities 2021: $36,574Net Assets 2021: $234,4862021Assets 2022: $334,263Liabilities 2022: $12,931Net Assets 2022: $321,3322022Assets 2023: $370,960Liabilities 2023: $12,408Net Assets 2023: $358,5522023Assets 2024: $330,904Liabilities 2024: $3,566Net Assets 2024: $327,3382024

Highlighted filing

2024

Assets$330,904
Liabilities$3,566
Net Assets$327,338

Operations Trend

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

$200K$100K$0-$100KRevenue 2018: $127,400Expenses 2018: $125,071Net Income 2018: $2,3292018Revenue 2019: $126,872Expenses 2019: $114,317Net Income 2019: $12,5552019Revenue 2020: $119,002Expenses 2020: $119,924Net Income 2020: -$9222020Revenue 2021: $182,362Expenses 2021: $109,034Net Income 2021: $73,3282021Revenue 2022: $190,946Expenses 2022: $104,100Net Income 2022: $86,8462022Revenue 2023: $128,124Expenses 2023: $90,904Net Income 2023: $37,2202023Revenue 2024: $117,200Expenses 2024: $150,880Net Income 2024: -$33,6802024

Highlighted filing

2024

Revenue$117,200
Expenses$150,880
Net Income-$33,680

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$179,138
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$173,298$176,082▲ $2,784
Cash and Non-Interest-Bearing Accounts$164,966$116,426▼ $48,540
Land, Buildings, and Equipment, Net$29,196$29,196→ $0
Inventories for Sale or Use$3,500$9,200▲ $5,700
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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$370,960$330,904▼ $40,056
Other Assets Total-$0-
Liabilities
Other Liabilities$6,431--
Accounts Payable and Accrued Expenses$5,302$2,891▼ $2,411
Grants Payable$675$675→ $0
Total Liabilities$12,408$3,566▼ $8,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$358,552$327,338▼ $31,214
Total Net Assets Fund Balance$358,552$327,338▼ $31,214
Total Liabilities and Net Assets / Fund Balance$370,960$330,904▼ $40,056

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$29,196--
Compensation and Service Providers

Board Members and Trustees

NameTitle
June RadyPresident
Kent BakerVice President
Edith HillebrechtDirector
Ruth KingcadeDirector
Sheila StoneDirector
Tom HumphreyDirector
Stephanie GlanzSecretary
Robert JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,087
Program Service Revenue
$9,931
Investment Income
$2,967
Other Revenue
$-21,785
All Other Contributions
$100,962
Change in Net Assets
$-33,680
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,629
Other Expenses$45,251
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$53,869$44,074-$97,943
Fees for Services Other$16,000$6,348-$22,348
Insurance$3,711$3,036-$6,747
Payroll Taxes$3,649$2,986-$6,635
All Other Expenses$2,210$2,036-$4,246
Other Expenses$2,193$1,727-$1,727
Other Employee Benefits$578$473-$1,051
Office Expenses$276$225-$501
Total Functional Expenses$83,135$67,745$0$150,880
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,769
Fundraising Gross Income$38,983
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grape Day Festival$30,808$30,808$50,837$-20,029
Blacksmith Shop$6,810$6,810$9,720$-2,910
Total Events$37,618$37,618$60,557$-22,939
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
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
No
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

Members of the Board will go through the 990 with the Executive Director to make sure it is true and correct.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Escondido History Center
EIN
23-7363043
Phone
7607438207
Address
PO BOX 263, ESCONDIDO, CA 92033

Signing Officer

Name
Cynthia Castaneda
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
2
Volunteers
10

Preparer

Firm
Widner Tax & Consulting LLC
Address
425 West Grand Ave, Escondido, CA 92025
Preparer
Terri Widner
Phone
7604899892
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior Period Adjustment = $2466

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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0173298
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0176082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136018
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0153179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt098863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0639985
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06208
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04179
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04250
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026642
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08038
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt030025
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt019456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01544
IRS990ScheduleA/OtherIncome170Grp/TotalAmt059064
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87060
IRS990ScheduleA/PublicSupportPY170Pct00.80180
IRS990ScheduleA/PublicSupportTotal170Amt0639985
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136018
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0153179
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt098863
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0639985
IRS990ScheduleA/TotalSupportAmt0735134
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0-21786
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt06918
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06918
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt05548
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt011845
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt09443
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/OtherLandBuildingsGrp/BookValueAmt029196
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt029196
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029196
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060557
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Grape Day Festival
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Blacksmith Shop
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037618
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030808
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037618
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-22939
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt060557
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt050837
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09720
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the Board will go through the 990 with the Executive Director to make sure it is true and correct.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prior Period Adjustment = $2466
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0370960
IRS990/TotalAssetsEOYAmt0330904
IRS990/TotalAssetsGrp/BOYAmt0370960
IRS990/TotalAssetsGrp/EOYAmt0330904
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126087
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067745
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083135
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150880
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012408
IRS990/TotalLiabilitiesEOYAmt03566
IRS990/TotalLiabilitiesGrp/BOYAmt012408

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