Civic Intelligence

San Clemente Historical Society

990EZ • Fiscal year 2012 • EIN 23-7389446

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 01, 2012

PO Box 28392674
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

62nd percentile

0.01x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$85,090

Down $17,249 (-17%) from 2011

Net Assets

Down

$84,983

Down $2,266 (-2.6%) from 2011

Liabilities

Down

$107

Down $14,983 (-99%) from 2011

Revenue

Down

$16,558

Down $16,337 (-50%) from 2011

Expenses

Down

$18,824

Down $1,486 (-7.3%) from 2011

Net Income

Down

-$2,266

Down $14,851 (-118%) from 2011

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $89,983Liabilities 2010: $15,319Net Assets 2010: $74,6642010Assets 2011: $102,339Liabilities 2011: $15,090Net Assets 2011: $87,2492011Assets 2012: $85,090Liabilities 2012: $107Net Assets 2012: $84,9832012Assets 2013: $69,466Liabilities 2013: $75Net Assets 2013: $69,3912013Assets 2014: $76,262Liabilities 2014: $17Net Assets 2014: $76,2452014Assets 2015: $83,690Liabilities 2015: $9,946Net Assets 2015: $73,7442015Assets 2018: $33,376Net Assets 2018: $33,3762018Assets 2019: $58,930Net Assets 2019: $58,9302019Assets 2020: $62,538Net Assets 2020: $62,5382020Assets 2021: $91,341Net Assets 2021: $91,3412021Assets 2022: $97,257Net Assets 2022: $97,2572022Assets 2023: $99,060Net Assets 2023: $99,0602023Assets 2025: $98,921Net Assets 2025: $98,9212025

Highlighted filing

2012

Assets$85,090
Liabilities$107
Net Assets$84,983

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $46,210Expenses 2010: $26,197Net Income 2010: $20,0132010Revenue 2011: $32,895Expenses 2011: $20,310Net Income 2011: $12,5852011Revenue 2012: $16,558Expenses 2012: $18,824Net Income 2012: -$2,2662012Revenue 2013: $6,966Expenses 2013: $22,558Net Income 2013: -$15,5922013Revenue 2014: $21,521Expenses 2014: $14,667Net Income 2014: $6,8542014Revenue 2015: $8,934Expenses 2015: $11,435Net Income 2015: -$2,5012015Revenue 2018: $16,706Expenses 2018: $14,656Net Income 2018: $2,0502018Revenue 2019: $12,581Expenses 2019: $9,882Net Income 2019: $2,6992019Revenue 2020: $41,747Expenses 2020: $10,521Net Income 2020: $31,2262020Revenue 2021: $18,724Expenses 2021: $10,829Net Income 2021: $7,8952021Revenue 2022: $15,939Expenses 2022: $9,012Net Income 2022: $6,9272022Revenue 2023: $16,479Expenses 2023: $14,676Net Income 2023: $1,8032023Revenue 2025: $21,012Expenses 2025: $21,265Net Income 2025: -$2532025

Highlighted filing

2012

Revenue$16,558
Expenses$18,824
Net Income-$2,266
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Oct 1, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

To protect san clemente's historical character.

Filing and Contact Details

Filer

EIN
23-7389446
Raw XML Appendix209 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/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Dale Larsen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Michael Cotter
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Mary Ann Comes
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Georgette Korsen
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Acting Treasure
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
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IRS990EZ/Organization501c30X
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IRS990EZ/OtherAssetsTotal/BOY02812
IRS990EZ/OtherAssetsTotal/EOY06381
IRS990EZ/OtherExpensesTotal09970
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Stewards, protectors and advocators of the city's rich history
IRS990EZ/PrintingPublicationsPostage03803
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Landmarks on Del Mar is a public art project beautifying the heart of San Clemente the unique shopping and dining area along Avenida Del Mar. Eight pedestrian rest areas will display spectacular tile images of the city's most romantic and significant Spanish Colonial Revival buildings. This project is being done in conjunction with the Downtown Business Association and the City of San Clemente.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Historic resource preservation. Through direct mail, e-mail, magazine & newspaper articles, residents were alerted of pending issues affecting historic structures. We also sponsor and conduct a Candates Forum, enabling the public to gauge the potential city leaders' views and support for historic preservation and its related issues. Keep city representatives aware of issues that could affect historic preservation efforts by attending Planning Commission and City Council meetings and writing letters to our representatives. Safeguards San Clemente's historical artifacts temporarily in storage until the museum can be reopened.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Fostered an awareness of our community's unique heritage by continuing to supply all local third graders with a San Clemente history textbook "From Fishcarts to Fiestas." Operated a monthly street fair booth to display and sell historic photos and educate the public about the importance of preserving our historic resources. We also conducted and guided tours of our city. Published articles in magazines and newspapers promoting appreciation of our culture and early history. Co-authored an "Images of America" book on San Clemente using historic photos and stories from the past.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations07554
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IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations24178
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
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IRS990EZ/SpecialEventsDirectExpenses020968
IRS990EZ/SpecialEventsNetIncomeLoss0-7499
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY015090
IRS990EZ/SumOfTotalLiabilities/EOY0107
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10135 Avenida San Fernando
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0San Clemente
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode092672
IRS990EZ/TheBooksAreInCareOf/NamePerson0Dale K Larsen EA
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09494984076
IRS990EZ/TotalAssets/BOY0102339
IRS990EZ/TotalAssets/EOY085090
IRS990EZ/TotalExpenses018824
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IRS990EZ/TotalRevenue016558
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0sanclementehistoricalsociety.org
IRS990ScheduleA/AmountsSubstContributorsTotal079734
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years047529
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years012824
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IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.53290
IRS990ScheduleA/PublicSupportPertcentPriorYear00.58390
IRS990ScheduleA/PublicSupportTotal170093430
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IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
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IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/GeneralExplanation/Explanation0Restricted Contributions - Beginning $15000 Restricted Contributions - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Accounts Payable and Accrued Expenses - Beginning $90 Accounts Payable and Accrued Expenses - Ending $107
IRS990ScheduleO/GeneralExplanation/Explanation2Prepaid Expenses and Deferred Charges - Beginning $204 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation3Inventories - Beginning $2581 Inventories - Ending $5903
IRS990ScheduleO/GeneralExplanation/Explanation4Accounts Receivable - Beginning $27 Accounts Receivable - Ending $478
IRS990ScheduleO/GeneralExplanation/Explanation5Bank Charges $1
IRS990ScheduleO/GeneralExplanation/Explanation6Telephone $262
IRS990ScheduleO/GeneralExplanation/Explanation7Landmarks on Del Mar $7554
IRS990ScheduleO/GeneralExplanation/Explanation8Insurance $1711
IRS990ScheduleO/GeneralExplanation/Explanation9Information Technology $117
IRS990ScheduleO/GeneralExplanation/Explanation10Office Expenses $9
IRS990ScheduleO/GeneralExplanation/Explanation11Advertising and Promotion $316
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 24.1011
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part II, Line 24.1010
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1
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IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1003
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1001
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IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.3
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IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1002
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0237389446
ReturnHeader/Filer/Name/BusinessNameLine10San Clemente Historical Society
ReturnHeader/Filer/NameControl0SANC
ReturnHeader/Filer/Phone09494929684
ReturnHeader/Filer/USAddress/AddressLine10PO Box 283
ReturnHeader/Filer/USAddress/City0San Clemente
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092674
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-01
ReturnHeader/Officer/Name0Georgette Korsen
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Dale Larsen EA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10135 Avenida San Fernando
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0San Clemente
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092672
ReturnHeader/Preparer/Name0Dale Larsen EA
ReturnHeader/Preparer/Phone09494984076
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-01T18:51:41-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.21$0.21$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.16$0.15$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.97$0.16$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.91$0.19$0.11$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.63$0.42$0.11$0.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.59$0.13$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.33$0.17$0.15$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.10$0.74$0.09$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.22$0.15$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.07$0.23$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.17$0.19$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.15$0.87$0.33$0.20$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.15$0.75$0.46$0.26$0.20