Civic Intelligence

St. Helena Historical Society

990EZ • Fiscal year 2017 • EIN 30-0087096

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 04, 2017

PO Box 87St Helena, CA 94574

(707) 963-2627

Siviq Scores

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

Liabilities / Assets

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$128,939

No earlier filing loaded for comparison.

Net Assets

$80,986

No earlier filing loaded for comparison.

Liabilities

$47,953

No earlier filing loaded for comparison.

Revenue

$114,643

No earlier filing loaded for comparison.

Expenses

$33,657

No earlier filing loaded for comparison.

Net Income

$80,986

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $128,939Liabilities 2017: $47,953Net Assets 2017: $80,9862017Assets 2018: $163,780Liabilities 2018: $37,822Net Assets 2018: $125,9582018Assets 2020: $237,073Liabilities 2020: $112,613Net Assets 2020: $124,4602020Assets 2021: $160,996Liabilities 2021: $37,152Net Assets 2021: $123,8442021Assets 2022: $169,936Liabilities 2022: $36,760Net Assets 2022: $133,1762022Assets 2023: $173,903Liabilities 2023: $4,934Net Assets 2023: $168,9692023Assets 2024: $177,328Net Assets 2024: $177,3282024Assets 2025: $191,193Net Assets 2025: $191,1932025

Highlighted filing

2017

Assets$128,939
Liabilities$47,953
Net Assets$80,986

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $114,643Expenses 2017: $33,657Net Income 2017: $80,9862017Revenue 2018: $86,516Expenses 2018: $41,544Net Income 2018: $44,9722018Revenue 2020: $100,085Expenses 2020: $74,217Net Income 2020: $25,8682020Revenue 2021: $15,623Expenses 2021: $89,626Net Income 2021: -$74,0032021Revenue 2022: $90,947Expenses 2022: $81,615Net Income 2022: $9,3322022Revenue 2023: $62,244Expenses 2023: $63,211Net Income 2023: -$9672023Revenue 2024: $79,260Expenses 2024: $72,617Net Income 2024: $6,6432024Revenue 2025: $93,017Expenses 2025: $91,889Net Income 2025: $1,1282025

Highlighted filing

2017

Revenue$114,643
Expenses$33,657
Net Income$80,986
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$151,776
Mission and Program Overview

Mission

The mission is to collect, preserve, exhibit, interpret, and provide access to the history of the St. Helena area from the ancient settlement of the first Native Americans until the present day.

Program Services

DescriptionGrantsExpenses
Preserve and protect the history of Saint Helena$6,092$0
Provide research for individuals who wish to learn more detail about the history of Saint Helena$0$0
Provide material & information to the public and the schools of Saint Helena$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suszanne SalvestrinPresidentPT$0--
Skip LaneVice President-$0--
Helen NelsonSecretaryPT$0--
John SalesTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Auction$115,922$110,322$37,133$73,189
Total Events$115,922$110,322$37,133$73,189
Filing and Contact Details

Filer

Filer Name
St Helena Historical Society
EIN
30-0087096
Phone
7079632627
Address
PO BOX 87, ST HELENA, CA 94574

Signing Officer

Name
John Sales
Title
Treasurer
Phone
7079632627
Signed
2017-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Mel Varrelman Financial Services
Address
1417 Railroad Ave, St Helena, CA 94574
Preparer
Mel Varrelman
Phone
7079631040
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: INTEREST. Amount: 2. Description: MISCELLANEOUS. Amount: 7. Total to Form 990-EZ, line 8: 9.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Bank Charges. Amount: 93. Description: Board Expense. Amount: 271. Description: Dues & Subscriptions. Amount: 451. Description: Insurance. Amount: 1965. Description: Miscellaneous. Amount: 75. Description: Office Expense. Amount: 386. Description: Program Service. Amount: 15089. Description: Public Relations. Amount: 248. Description: Supplies. Amount: 1705. Description: Taxes & Licences. Amount: 353. Description: Telephone. Amount: 1425. Description: Vehicle Expense. Amount: 209. Total to Form 990-EZ, line 16: 22270.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Book Inventory. Beg. of Year Amount: 1798. End of Year Amount: 1729. Description: Other Depreciable Assets. Beg. of Year Amount: 7603. End of Year Amount: 5480.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Building Fund. Beg. of Year Amount: 3950. End of Year Amount: 4845. Description: Bierce Fund. Beg. of Year Amount: 33. End of Year Amount: 0. Description: Sale Taxes. Beg. of Year Amount: 0. End of Year Amount: 2. Description: Heritage Fund. Beg. of Year Amount: 553. End of Year Amount: 473. Description: Sale Taxes. Beg. of Year Amount: 2. End of Year Amount: 2. Description: Fund Balance. Beg. of Year Amount: 45590. End of Year Amount: 0. Description: Fund Balance. Beg. of Year Amount: 0. End of Year Amount: 42631.

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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/PrimaryExemptPurposeTxt0The mission is to collect, preserve, exhibit, interpret, and provide access to the history of the St. Helena area from the ancient settlement of the first Native Americans until the present day.
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt036076
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 2. Description: MISCELLANEOUS. Amount: 7. Total to Form 990-EZ, line 8: 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank Charges. Amount: 93. Description: Board Expense. Amount: 271. Description: Dues & Subscriptions. Amount: 451. Description: Insurance. Amount: 1965. Description: Miscellaneous. Amount: 75. Description: Office Expense. Amount: 386. Description: Program Service. Amount: 15089. Description: Public Relations. Amount: 248. Description: Supplies. Amount: 1705. Description: Taxes & Licences. Amount: 353. Description: Telephone. Amount: 1425. Description: Vehicle Expense. Amount: 209. Total to Form 990-EZ, line 16: 22270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Book Inventory. Beg. of Year Amount: 1798. End of Year Amount: 1729. Description: Other Depreciable Assets. Beg. of Year Amount: 7603. End of Year Amount: 5480.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Building Fund. Beg. of Year Amount: 3950. End of Year Amount: 4845. Description: Bierce Fund. Beg. of Year Amount: 33. End of Year Amount: 0. Description: Sale Taxes. Beg. of Year Amount: 0. End of Year Amount: 2. Description: Heritage Fund. Beg. of Year Amount: 553. End of Year Amount: 473. Description: Sale Taxes. Beg. of Year Amount: 2. End of Year Amount: 2. Description: Fund Balance. Beg. of Year Amount: 45590. End of Year Amount: 0. Description: Fund Balance. Beg. of Year Amount: 0. End of Year Amount: 42631.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN SALES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07079632627
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST HELENA HISTORICAL SOCIETY
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ReturnHeader/Filer/EIN0300087096
ReturnHeader/Filer/PhoneNum07079632627
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.215.213.205
ReturnHeader/FilingSecurityInformation/IPDt02017-10-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:47:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205872660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mel Varrelman Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01417 Railroad Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094574
ReturnHeader/PreparerPersonGrp/PhoneNum07079631040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mel Varrelman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-12T12:33:45-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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