Civic Intelligence

Escondido History Center

990EZ • Fiscal year 2020 • EIN 23-7363043

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

PO Box 263Escondido, CA 92033

(760) 743-8207

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.18x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

86th percentile

0.30x

Higher debt load relative to revenue than 86% of similar nonprofits.

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

Net Margin

39th percentile

-0.8%

Higher net margin than 39% of similar nonprofits.

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

Top Officer Pay

90th percentile

$44,593

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

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

Asset Growth

34th percentile

-4.4%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

58th percentile

-6.2%

Faster revenue growth than 58% of similar nonprofits.

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

Assets

Down

$196,428

Down $8,993 (-4.4%) from 2019

Net Assets

Down

$161,158

Down $922 (-0.6%) from 2019

Liabilities

Down

$35,270

Down $8,071 (-19%) from 2019

Revenue

Down

$119,002

Down $7,870 (-6.2%) from 2019

Expenses

Up

$119,924

Up $5,607 (+4.9%) from 2019

Net Income

Down

-$922

Down $13,477 (-107%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$196,428
Liabilities$35,270
Net Assets$161,158

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$119,002
Expenses$119,924
Net Income-$922
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.0
Gross Receipts
$136,294
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Program Services

DescriptionGrantsExpenses
In addition to collecting and preserving a large collection of artifacts, archival materials and photographs, we operate a local history museum open 5 afternoons per week; provide assistance with historic research; conduct oral interviews; teach blacksmithing; issue a quarterly newsletter with a feature article on an item of historic interest; assist the visitors to local history through many events and activities, most free of charge, including walking tours, lecture series, living history events and revived Grape Day, the city's signature festival and parade.$2,500-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN FOXExecutive DirectorFT$44,593-$44,593
JUNE RADYPresident-$0--
CAROL REAVice President-$0--
ROD MCLEODSecretary-$0--
ROBERT JOHNSONTreasurer-$0--
KENT BAKERDirector-$0--
JEFF JOHNSONDirector-$0--
EDITH HILLEBRECHTDirector-$0--
FRED MILLERDirector-$0--
TOM HUMPHREYDirector-$0--
CHRIS MILLERDirector-$0--
VICTOR PESTONEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Blacksmith Shop$11,968$11,968$4,718$7,250
Flag Program$10,000$10,000$10,110$-110
Total Events$21,968$21,968$14,828$7,140
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
Robin Fox
Title
Executive Director
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Widner CPA Llp
Address
425 W GRAND AVE, ESCONDIDO, CA 92025
Preparer
Terri Widner
Phone
7604899892
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $3430

Other Expenses.1012

Insurance $6632

Other Expenses.1

Telephone $4247

Other Expenses.2

Website/Internet $2157

Other Expenses.3

Miscellaneous $1880

Other Expenses.4

Dues & Subscriptions $1772

Other Expenses.5

Bank & Merchant Fees $1581

Other Expenses.8

Taxes/Licenses $217

Other Expenses.9

Member/Vol Apprec $181

Other Assets.1010

Inventories - Beginning $3500 Inventories - Ending $3500

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2499 Accounts Payable and Accrued Expenses - Ending $5364

Total Liabilities.1002

Grants Payable - Beginning $34058 Grants Payable - Ending $23022

Total Liabilities.1

BBG Total - Beginning $6784 BBG Total - Ending $6884

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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
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ReturnHeader/PreparerPersonGrp/PhoneNum07604899892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri Widner
ReturnHeader/ReturnTs02021-05-11T09:30:57-07:00
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