Civic Intelligence

Escondido History Center Endowment Foundation

990EZ • Fiscal year 2018 • EIN 33-0966422

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

Organization Profilewww.escondidohistory.org
PO Box 263Escondido, CA 92033

(760) 743-8207

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$292,625

No earlier filing loaded for comparison.

Net Assets

$292,625

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

$15,060

No earlier filing loaded for comparison.

Expenses

$2,675

No earlier filing loaded for comparison.

Net Income

$12,385

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2018: $292,625Net Assets 2018: $292,6252018Assets 2019: $317,444Net Assets 2019: $317,4442019Assets 2020: $358,060Net Assets 2020: $358,0602020Assets 2021: $448,453Liabilities 2021: $468Net Assets 2021: $447,9852021Assets 2022: $534,158Liabilities 2022: $534Net Assets 2022: $533,6242022Assets 2023: $514,370Liabilities 2023: $533Net Assets 2023: $513,8372023Assets 2024: $637,482Liabilities 2024: $958Net Assets 2024: $636,5242024

Highlighted filing

2018

Assets$292,625
Liabilities-
Net Assets$292,625
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2018: $15,060Expenses 2018: $2,675Net Income 2018: $12,3852018Revenue 2019: $26,869Expenses 2019: $2,050Net Income 2019: $24,8192019Revenue 2020: $44,236Expenses 2020: $3,620Net Income 2020: $40,6162020Revenue 2021: $89,905Expenses 2021: $4,200Net Income 2021: $85,7052021Revenue 2022: $92,431Expenses 2022: $6,792Net Income 2022: $85,6392022Revenue 2023: -$19,387Expenses 2023: $400Net Income 2023: -$19,7872023Revenue 2024: $123,112Expenses 2024: $425Net Income 2024: $122,6872024

Highlighted filing

2018

Revenue$15,060
Expenses$2,675
Net Income$12,385
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.2
Gross Receipts
$15,060
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Program Services

DescriptionGrantsExpenses
TO EXPAND AWARENESS OF LOCAL HISTORICAL SITES.$2,675-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT JOHNSONChairman-$0--
ROD MCLEODTreasurer-$0--
JENNIFER FIRMINDirector-$0--
ROBIN FOXSecretary-$0--
MARV GILBERTDirector-$0--
DON HELLERDirector-$0--
KENT BAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Escondido History Center
EIN
33-0966422
Phone
7607438207
Address
PO BOX 263, ESCONDIDO, CA 92033

Signing Officer

Name
Robert Johnson
Title
Chairman
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Widner CPA Llp
Address
425 W GRAND AVE, ESCONDIDO, CA 92025-2607
Preparer
Terri Widner
Phone
7604899892
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2425”

Raw XML Appendix153 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/PersonNm0ESCONDIDO HISTORY CENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum07607438207
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 263
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ESCONDIDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0920330263
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0280240
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0292625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01725
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012385
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280240
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015060
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013335
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280240
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0292625
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280240
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0292625
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROD MCLEOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER FIRMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBIN FOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARV GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KENT BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02425
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL SOCIETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EXPAND AWARENESS OF LOCAL HISTORICAL SITES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02675
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02675
IRS990EZ/TotalProgramServiceExpensesAmt02675
IRS990EZ/TotalRevenueAmt015060
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.escondidohistory.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0104021
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042605
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016366
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-2892
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0656
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014130
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64710
IRS990ScheduleA/PublicSupportPY170Pct00.71340
IRS990ScheduleA/PublicSupportTotal170Amt0104021
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017182
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0104021
IRS990ScheduleA/TotalSupportAmt0160756
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESCONDIDO HISTORY CENTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ESCO
ReturnHeader/Filer/EIN0330966422
ReturnHeader/Filer/PhoneNum07607438207
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 263
ReturnHeader/Filer/USAddress/CityNm0ESCONDIDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092033
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330908988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHEN & WIDNER CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 W GRAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ESCONDIDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920252607
ReturnHeader/PreparerPersonGrp/PhoneNum07604899892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terri Widner
ReturnHeader/ReturnTs02019-05-13T13:44:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$292,625
Liabilities
-
Net assets
$292,625
Revenue
$15,060
Expenses
$2,675
Net income
$12,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$0.01$6.37$1.23$0.00$1.23
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.01$5.14$0.19$0.00$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.01$5.34$0.92$0.07$0.86
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.90$0.04$0.86
2020Detailed filing. Detailed filing data is available for this year.$3.58$3.58$0.44$0.04$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.17$3.17$0.27$0.02$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.93$2.93$0.15$0.03$0.12