Civic Intelligence

Arcadia Historical Museum Foundation

EIN 27-3472778 • 501(c)3 • Arcadia, CA

Profile

The main purpose and intention of the foundation is to raise funds to benefit the goals and mission of the Arcadia Museum, and support the construction of the museum's educational building in the City of Arcadia, California.

POBox 661514Arcadia, CA 91066

arcadiamuseum-fdn.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

13th percentile

-57%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

12th percentile

-78%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,003

Down $8,411 (-48%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$9,003

Down $8,411 (-48%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Up

$14,639

Up $2,930 (+25%) from 2015

Expenses

Down

$23,050

Down $156,413 (-87%) from 2015

Net Income

Up

-$8,411

Up $159,343 (+95%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$400K$300K$200K$100K$0Assets 2012: $227,802Net Assets 2012: $227,8022012Assets 2013: $345,552Net Assets 2013: $345,5522013Assets 2014: $185,168Net Assets 2014: $185,1682014Assets 2015: $17,414Net Assets 2015: $17,4142015Assets 2016: $9,003Net Assets 2016: $9,0032016

Highlighted filing

2016

Assets$9,003
Liabilities-
Net Assets$9,003
Open 2016 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$200K$0-$200KRevenue 2012: $142,336Expenses 2012: $913Net Income 2012: $141,4232012Revenue 2013: $118,419Expenses 2013: $669Net Income 2013: $117,7502013Revenue 2014: $170,902Expenses 2014: $331,286Net Income 2014: -$160,3842014Revenue 2015: $11,709Expenses 2015: $179,463Net Income 2015: -$167,7542015Revenue 2016: $14,639Expenses 2016: $23,050Net Income 2016: -$8,4112016

Highlighted filing

2016

Revenue$14,639
Expenses$23,050
Net Income-$8,411
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,003
Liabilities
-
Net assets
$9,003
Revenue
$14,639
Expenses
$23,050
Net income
-$8,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.15$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.12$1.79$1.68
2014Detailed filing. Detailed filing data is available for this year.$1.85$1.85$1.71$3.31$1.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$3.46$1.18$0.01$1.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$2.28$1.42$0.01$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.0
Gross Receipts
$16,929
Mission and Program Overview

Mission

The main purpose and intention of the foundation is to raise funds to benefit the goals and mission of the Arcadia Museum, and support the construction of the museum's educational building in the City of Arcadia, California.

Program Services

DescriptionGrantsExpenses
Raise $16,919 toward the building of an educational center and promote awareness of the need and the benefit of the educational center.$2,290$23,050
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Floretta K LauberPresident-$0--
Sho TayDirector-$0--
Victor WuTreasurer-$0--
Jim HelmsDirector-$0--
Deborah LewisSecretary-$0--
Alice WangDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Fundraising$16,209$16,209-$16,209
Total Events$16,209$16,209$2,290$13,919
Filing and Contact Details

Filer

Filer Name
Arcadia Historical Museum Foundation
EIN
27-3472778
Phone
6263891227
Address
POBox 661514, Arcadia, CA 91066

Signing Officer

Name
Victor Wu
Title
Treasurer
Signed
2016-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Sue Yen Leo CPA Acctncy Corp
Address
1661 Hanover Rd Ste 211, City of Industry, CA 91748-1735
Preparer
Sue Yen Leo Pelletier
Phone
6268392400
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: General Donation | Donee's Name: The Gilb Musuem of Arcadia Heritage | Donee's Address: 380 West Huntington Drive Arcadia CA 91006 | Cash Amount Given: $23050”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Victor Wu
IRS990EZ/BooksInCareOfDetail/PhoneNum06263891227
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 W Huntington Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Arcadia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017414
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09003
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0710
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8411
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017414
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09003
IRS990EZ/FundraisingGrossIncomeAmt016209
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023050
IRS990EZ/GrossReceiptsAmt016929
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Floretta K Lauber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sho Tay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Victor Wu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jim Helms
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deborah Lewis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Alice Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The main purpose and intention of the foundation is to raise funds to benefit the goals and mission of the Arcadia Museum, and support the construction of the museum's educational building in the City of Arcadia, California.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raise $16,919 toward the building of an educational center and promote awareness of the need and the benefit of the educational center.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02290
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02290
IRS990EZ/SpecialEventsNetIncomeLossAmt013919
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023050
IRS990EZ/TotalProgramServiceExpensesAmt02290
IRS990EZ/TotalRevenueAmt014639
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0arcadiamuseum-fdn.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06199
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0151426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt078750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0139425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0376510
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0312
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0312
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013919
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07345
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt019401
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt039516
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09900
IRS990ScheduleA/OtherIncome509Grp/TotalAmt090081
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80640
IRS990ScheduleA/PublicSupportPY509Pct00.85830
IRS990ScheduleA/PublicSupportTotal509Amt0376510
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151426
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0139425
IRS990ScheduleA/Total509Grp/TotalAmt0376510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014639
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0170905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0118419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0149386
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0466903
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02290
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0550
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0550
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01740
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01740
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016209
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt013919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: General Donation | Donee's Name: The Gilb Musuem of Arcadia Heritage | Donee's Address: 380 West Huntington Drive Arcadia CA 91006 | Cash Amount Given: $23050
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Victor Wu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Arcadia Historical Museum Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ARCA
ReturnHeader/Filer/EIN0273472778
ReturnHeader/Filer/PhoneNum06263891227
ReturnHeader/Filer/USAddress/AddressLine1Txt0POBox 661514
ReturnHeader/Filer/USAddress/CityNm0Arcadia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sue Yen Leo CPA Acctncy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 Hanover Rd Ste 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0City of Industry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917481735
ReturnHeader/PreparerPersonGrp/PhoneNum06268392400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sue Yen Leo Pelletier
ReturnHeader/ReturnTs02016-10-31T14:57:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits