Civic Intelligence

General Patton Memorial Inc.

990 • Fiscal year 2020 • EIN 33-0123234

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 11, 2021

62-510 Chiriaco RoadChiriaco Summit, CA 92201-8203

(760) 507-4143

Siviq Scores

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

Liabilities / Assets

54th percentile

0.13x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.39x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

47th percentile

4.8%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,383,269

Up $63,452 (+4.8%) from 2019

Net Assets

Up

$1,205,012

Up $48,081 (+4.2%) from 2019

Liabilities

Up

$178,257

Up $15,371 (+9.4%) from 2019

Revenue

Down

$452,604

Down $229,209 (-34%) from 2019

Expenses

Down

$404,523

Down $279,395 (-41%) from 2019

Net Income

Up

$48,081

Up $50,186 (+2384%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,080,533Liabilities 2010: $36,843Net Assets 2010: $1,043,6902010Assets 2011: $1,087,327Liabilities 2011: $14,747Net Assets 2011: $1,072,5802011Assets 2012: $1,092,943Liabilities 2012: $6,771Net Assets 2012: $1,086,1722012Assets 2013: $1,083,870Liabilities 2013: $5,275Net Assets 2013: $1,078,5952013Assets 2014: $1,093,317Liabilities 2014: $6,931Net Assets 2014: $1,086,3862014Assets 2015: $1,064,205Liabilities 2015: $5,815Net Assets 2015: $1,058,3902015Assets 2016: $1,115,340Liabilities 2016: $3,625Net Assets 2016: $1,111,7152016Assets 2017: $1,303,336Liabilities 2017: $106,865Net Assets 2017: $1,196,4712017Assets 2018: $1,314,781Liabilities 2018: $155,745Net Assets 2018: $1,159,0362018Assets 2019: $1,319,817Liabilities 2019: $162,886Net Assets 2019: $1,156,9312019Assets 2020: $1,383,269Liabilities 2020: $178,257Net Assets 2020: $1,205,0122020Assets 2021: $1,502,539Liabilities 2021: $111,725Net Assets 2021: $1,390,8142021Assets 2022: $1,505,287Liabilities 2022: $110,488Net Assets 2022: $1,394,7992022Assets 2023: $1,448,172Liabilities 2023: $130,693Net Assets 2023: $1,317,4792023Assets 2024: $1,434,245Liabilities 2024: $127,722Net Assets 2024: $1,306,5232024

Highlighted filing

2020

Assets$1,383,269
Liabilities$178,257
Net Assets$1,205,012

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $195,4752010Expenses 2011: $175,1592011Expenses 2012: $140,4402012Revenue 2013: $167,168Expenses 2013: $174,745Net Income 2013: -$7,5772013Revenue 2014: $216,219Expenses 2014: $208,428Net Income 2014: $7,7912014Revenue 2015: $193,953Expenses 2015: $221,949Net Income 2015: -$27,9962015Revenue 2016: $236,839Expenses 2016: $183,514Net Income 2016: $53,3252016Revenue 2017: $667,204Expenses 2017: $582,448Net Income 2017: $84,7562017Revenue 2018: $712,469Expenses 2018: $749,904Net Income 2018: -$37,4352018Revenue 2019: $681,813Expenses 2019: $683,918Net Income 2019: -$2,1052019Revenue 2020: $452,604Expenses 2020: $404,523Net Income 2020: $48,0812020Revenue 2021: $621,367Expenses 2021: $435,565Net Income 2021: $185,8022021Revenue 2022: $282,744Expenses 2022: $278,759Net Income 2022: $3,9852022Revenue 2023: $190,004Expenses 2023: $267,324Net Income 2023: -$77,3202023Revenue 2024: $282,953Expenses 2024: $293,908Net Income 2024: -$10,9552024

Highlighted filing

2020

Revenue$452,604
Expenses$404,523
Net Income$48,081
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 11, 2021
Return Version
2020v4.0
Gross Receipts
$469,087
Mission and Program Overview

Mission

The mission of the general patton memorial museum is to promote peace by honoring the service and sacrifice of americas veterans while educating the public on modern u.s. Military history through the preservation and interpretation of artifacts from the major conflicts of the 20th and 21st centuries. Preserving the peace through lessons of the past

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,102,064$1,083,557▼ $18,507
Cash and Non-Interest-Bearing Accounts$54,471$132,815▲ $78,344
Inventories for Sale or Use$19,380$19,380→ $0
Total Assets$1,319,817$1,383,269▲ $63,452
Other Assets Total$143,902$147,517▲ $3,615
Liabilities
Accounts Payable and Accrued Expenses$162,886$178,257▲ $15,371
Total Liabilities$162,886$178,257▲ $15,371
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,156,931$1,205,012▲ $48,081
Total Net Assets Fund Balance$1,156,931$1,205,012▲ $48,081
Total Liabilities and Net Assets / Fund Balance$1,319,817$1,383,269▲ $63,452

Asset Categories

AssetBook ValueDepreciationBasis
Land$662,665-$662,665
Buildings$309,569$141,345$450,914
Other Land Buildings$71,488$20,597$92,085
Leasehold Improvements$35,782$44,517$80,299
Equipment$4,053$34,171$38,224
Other Assets Org$92--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Margit RuschePresident
Carole HerreraDirector
Dough HassettDirector
Elwin HerbertDirector
Gina WagnerDirector
Jeff KlickaDirector
Pete MinixDirector
Philip WainwrightDirector
Duane Young2nd Vice Pre
Heather GarciaTreasurer
Angus SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$383,966
Program Service Revenue
$66,202
Investment Income
$4
Other Revenue
$2,432
All Other Contributions
$373,949
Change in Net Assets
$48,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$265,572
Total Fundraising Expense$240,824
Salaries, Compensation, and Employee Benefits$72,587
Professional Fundraising Fees$66,364
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$10,189-$170,705$180,894
Fees for Services Professional Fundraising--$66,364$66,364
Other Salaries and Wages$66,273--$66,273
Occupancy$6,000$34,649-$40,649
Depreciation Depletion$18,507--$18,507
Advertising$11,209--$11,209
Payroll Taxes$6,314--$6,314
Fees for Services Accounting$4,200-$1,166$5,366
Fees for Services Other$2,503--$2,503
Insurance-$1,245-$1,245
Other Expenses$316$1,865$2,589$316
Total Functional Expenses$125,940$37,759$240,824$404,523
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$66,364
Fundraising Direct Expenses$8,524
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

Form 990 is reviewed by the executive board of directors prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
General Patton Memorial Inc
EIN
33-0123234
Phone
7605074143
Address
62-510 CHIRIACO ROAD, CHIRIACO SUMMIT, CA 92201-8203

Signing Officer

Name
Margit Rusche
Title
President
Phone
7602273483
Signed
2021-06-11

Organization Details

Principal Officer
Margit Rusche
Formed
1985
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
9

Preparer

Firm
Cgc-mroz Accountants and Advisors
Address
73733 FRED WARING DR STE 105, PALM DESERT, CA 92260
Preparer
Kelli Cox
Phone
7603452570
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the general patton memorial museum is to promote peace by honoring the service and sacrifice of americas veterans while educating the public on modern u.s. Military history through the preservation and interpretation of artifacts from the major conflicts of the 20th and 21st centuries. Preserving the peace through lessons of the past

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IRS990ScheduleD/OtherAssetsOrgGrp/Desc3FREEDOM WALL
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4SCULPTURE-BRONZ PRIEST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5EXHIBITS & ARTIFACTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc6MODULAR IMPROVEMENTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE GENERAL PATTON MEMORIAL MUSEUM IS TO PROMOTE PEACE BY HONORING THE SERVICE AND SACRIFICE OF AMERICAS VETERANS WHILE EDUCATING THE PUBLIC ON MODERN U.S. MILITARY HISTORY THROUGH THE PRESERVATION AND INTERPRETATION OF ARTIFACTS FROM THE MAJOR CONFLICTS OF THE 20TH AND 21ST CENTURIES. PRESERVING THE PEACE THROUGH LESSONS OF THE PAST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/AddressLine1Txt062-510 CHIRIACO ROAD
IRS990/USAddress/CityNm0CHIRIACO SUMMIT
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0922018203
IRS990/VotingMembersGoverningBodyCnt011
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IRS990/WebsiteAddressTxt0WWW.GENERALPATTONMUSEUM.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGIT RUSCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07602273483
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENERAL PATTON MEMORIAL INC
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0330123234

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.13$1.31$0.28$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.13$1.32$0.19$0.27$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.11$1.39$0.28$0.28$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.50$0.11$1.39$0.62$0.44$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.18$1.21$0.45$0.40$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.16$1.16$0.68$0.68$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.16$1.16$0.71$0.75$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.20$0.67$0.58$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.24$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.01$1.06$0.19$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.09$0.22$0.21$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.08$0.17$0.17$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.01$1.09$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.01$1.07$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.04$1.04$0.20