Civic Intelligence

Rancho Bernardo Historical Society Inc

EIN 33-0269787 • 501(c)3 • San Diego, CA

Profile

Operate a community history museum

PO Box 27314San Diego, CA 92198

rbhistory.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

7.7%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$561,013

Up $37,459 (+7.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$561,013

Up $37,459 (+7.2%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin17th percentile

Revenue

Up

$89,347

Up $6,416 (+7.7%) from 2024

Expenses

Up

$104,901

Up $10,254 (+11%) from 2024

Net Income

Down

-$15,554

Down $3,838 (-33%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2015: $242,308Net Assets 2015: $242,3082015Assets 2016: $214,667Net Assets 2016: $214,6672016Assets 2018: $540,239Liabilities 2018: $0Net Assets 2018: $540,2392018Assets 2019: $537,657Liabilities 2019: $0Net Assets 2019: $537,6572019Assets 2020: $529,219Liabilities 2020: $219Net Assets 2020: $529,0002020Assets 2021: $508,478Liabilities 2021: $0Net Assets 2021: $508,4782021Assets 2022: $450,343Liabilities 2022: $0Net Assets 2022: $450,3432022Assets 2023: $498,663Liabilities 2023: $0Net Assets 2023: $498,6632023Assets 2024: $523,554Liabilities 2024: $0Net Assets 2024: $523,5542024Assets 2025: $561,013Liabilities 2025: $0Net Assets 2025: $561,0132025

Highlighted filing

2025

Assets$561,013
Liabilities$0
Net Assets$561,013
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $57,231Expenses 2015: $69,657Net Income 2015: -$12,4262015Revenue 2016: $18,328Expenses 2016: $45,969Net Income 2016: -$27,6412016Revenue 2018: $358,312Expenses 2018: $44,817Net Income 2018: $313,4952018Revenue 2019: $47,555Expenses 2019: $50,137Net Income 2019: -$2,5822019Revenue 2020: $37,575Expenses 2020: $35,819Net Income 2020: $1,7562020Revenue 2021: $30,362Expenses 2021: $44,618Net Income 2021: -$14,2562021Revenue 2022: $96,914Expenses 2022: $131,740Net Income 2022: -$34,8262022Revenue 2023: $35,105Expenses 2023: $63,611Net Income 2023: -$28,5062023Revenue 2024: $82,931Expenses 2024: $94,647Net Income 2024: -$11,7162024Revenue 2025: $89,347Expenses 2025: $104,901Net Income 2025: -$15,5542025

Highlighted filing

2025

Revenue$89,347
Expenses$104,901
Net Income-$15,554
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,013
Liabilities
$0
Net assets
$561,013
Revenue
$89,347
Expenses
$104,901
Net income
-$15,554
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.89$1.05$0.16
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.83$0.95$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.35$0.64$0.29
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.97$1.32$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.30$0.45$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.38$0.36$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.48$0.50$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$3.58$0.45$3.13
2016Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.18$0.46$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.42$2.42$0.57$0.70$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 17, 2026
Return Version
2025v4.0
Gross Receipts
$89,347
Mission and Program Overview

Mission

Operate a community history museum

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$418,649$471,664▲ $53,015
Cash and Non-Interest-Bearing Accounts$54,009$48,731▼ $5,278
Land, Buildings, and Equipment, Net$50,322$40,618▼ $9,704
Inventories for Sale or Use$474--
Accounts Receivable$100--
Total Assets$523,554$561,013▲ $37,459
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$496,935$555,794▲ $58,859
Net Assets With Donor Restrictions$26,619$5,219▼ $21,400
Total Net Assets Fund Balance$523,554$561,013▲ $37,459
Total Liabilities and Net Assets / Fund Balance$523,554$561,013▲ $37,459

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$19,602$89,506$109,108
Equipment$11,016$17,495$28,511
Land$10,000-$10,000
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Liz MullarkeyPresident
Nancy CanfieldVice President
Jane HarmonDirector
Kathy ClarkDirector
Sally EdwardsDirector
Skip HimelsteinDirector
Jeanne MaclarenSecretary
Ruth HiebertTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,847
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$18,500
All Other Contributions
$49,455
Change in Net Assets
$-15,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,901
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$39,900--$39,900
Occupancy$20,414--$20,414
Depreciation Depletion-$9,704-$9,704
Fees for Services Accounting-$5,354-$5,354
Advertising$4,265--$4,265
Information Technology$2,158$630-$2,788
Office Expenses-$2,710-$2,710
Travel-$892-$892
Total Functional Expenses$85,611$19,290$0$104,901
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
V and V----
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Governing body will review tax return prior to filing the return”

Conflict of interest policy compliance Part VI line 12C

“How conflicts are handled the interested person may provide information if requested. They must leave the room during discussion and voting. The board determines whether a conflict exists. Only disinterested directors may vote. The transaction is approved by a majority of disinterested directors. The transaction must be fair, reasonable, and in the societys best interest. Documentation all conflicts and related decisions must be recorded in the meeting minutes. Annual acknowledgment”

Governing documents etc available to public Part VI line 19

“Governing documents, financial statements and tax returns are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Rancho Bernardo Historical Society Inc
EIN
33-0269787
In Care Of
% RUTH HIEBERT
Phone
3039564776
Address
PO BOX 27314, SAN DIEGO, CA 92198

Signing Officer

Name
Ruth Hiebert
Title
Treasurer
Phone
8587755788
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Fortin & Associates LLC
Address
PO Box 500033, San Diego, CA 92150
Preparer
Craig Fortin
Phone
6198908866
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Prior year depreciation adjustment”

Raw XML Appendix372 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0139
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01250
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010282
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92550
IRS990ScheduleA/PublicSupportPY170Pct00.59590
IRS990ScheduleA/PublicSupportTotal170Amt0127678
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039399
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026979
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017628
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0127678
IRS990ScheduleA/TotalSupportAmt0137960
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011016
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017495
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028511
IRS990ScheduleD/LandGrp/BookValueAmt010000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019602
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt089506
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0109108
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040618
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0V AND V
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY WILL REVIEW TAX RETURN PRIOR TO FILING THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOW CONFLICTS ARE HANDLED THE INTERESTED PERSON MAY PROVIDE INFORMATION IF REQUESTED. THEY MUST LEAVE THE ROOM DURING DISCUSSION AND VOTING. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS. ONLY DISINTERESTED DIRECTORS MAY VOTE. THE TRANSACTION IS APPROVED BY A MAJORITY OF DISINTERESTED DIRECTORS. THE TRANSACTION MUST BE FAIR, REASONABLE, AND IN THE SOCIETYS BEST INTEREST. DOCUMENTATION ALL CONFLICTS AND RELATED DECISIONS MUST BE RECORDED IN THE MEETING MINUTES. ANNUAL ACKNOWLEDGMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR YEAR DEPRECIATION ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0523554
IRS990/TotalAssetsEOYAmt0561013
IRS990/TotalAssetsGrp/BOYAmt0523554
IRS990/TotalAssetsGrp/EOYAmt0561013
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt070847
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019290
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085611
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104901
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0523554
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0561013
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt085611
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089347
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0523554
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0561013
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0892
IRS990/TravelGrp/TotalAmt0892
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0RBHISTORY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH HIEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08587755788
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RANCHO BERNARDO HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0RANC
ReturnHeader/Filer/EIN0330269787
ReturnHeader/Filer/InCareOfNm0% RUTH HIEBERT
ReturnHeader/Filer/PhoneNum03039564776
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 27314
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092198
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263657727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fortin & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 500033
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092150
ReturnHeader/PreparerPersonGrp/PhoneNum06198908866
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG FORTIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-20T11:34:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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