Civic Intelligence

Escondido History Center Endowment Foundation

990EZ • Fiscal year 2019 • EIN 33-0966422

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 08, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

8.5%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$317,444

Up $24,819 (+8.5%) from 2018

Net Assets

Up

$317,444

Up $24,819 (+8.5%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$26,869

Up $11,809 (+78%) from 2018

Expenses

Down

$2,050

Down $625 (-23%) from 2018

Net Income

Up

$24,819

Up $12,434 (+100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2019

Assets$317,444
Liabilities-
Net Assets$317,444
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

2019

Revenue$26,869
Expenses$2,050
Net Income$24,819
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 8, 2020
Return Version
2018v3.1
Gross Receipts
$26,869
Mission and Program Overview

Mission

HISTORICAL SOCIETY

Program Services

DescriptionGrantsExpenses
TO EXPAND AWARENESS OF LOCAL HISTORICAL SITES.$2,050-
Compensation and Service Providers
Top Officer Pay77th 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
Robin Fox
Title
Secretary
Signed
2020-07-08
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 $1800”

Raw XML Appendix154 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/BOYAmt0292625
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0317444
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04055
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024819
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0317444
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt026869
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt022814
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0292625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0317444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0292625
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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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/OtherExpensesTotalAmt01800
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL SOCIETY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO EXPAND AWARENESS OF LOCAL HISTORICAL SITES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02050
IRS990EZ/TotalProgramServiceExpensesAmt02050
IRS990EZ/TotalRevenueAmt026869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.escondidohistory.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt090894
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07490
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065419
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016366
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-2892
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0656
IRS990ScheduleA/OtherIncome170Grp/TotalAmt014130
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53330
IRS990ScheduleA/PublicSupportPY170Pct00.64710
IRS990ScheduleA/PublicSupportTotal170Amt090894
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt090894
IRS990ScheduleA/TotalSupportAmt0170443
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN FOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
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/ReturnTs02020-07-12T02:31:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,444
Liabilities
-
Net assets
$317,444
Revenue
$26,869
Expenses
$2,050
Net income
$24,819
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