Civic Intelligence

Palm Springs Historical Society

EIN 43-2107574 • 501(c)3 • Palm Springs, CA

Profile

To promote public education, awareness and appreciation of the history of palm springs, california through the operation of a historic museum and the maintenance and preservation of historic photos, documents and artifacts.

Post Office Box 1498Palm Springs, CA 92263-1498

www.pshistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

42%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,538,920

Up $330,141 (+27%) from 2024

Liabilities

Up

$2,013

Up $1,705 (+554%) from 2024

Net Assets

Up

$1,536,907

Up $328,436 (+27%) from 2024

Revenue

Up

$576,635

Up $170,326 (+42%) from 2024

Expenses

Up

$253,037

Up $40,678 (+19%) from 2024

Net Income

Up

$323,598

Up $129,648 (+67%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $811,614Liabilities 2011: $3,296Net Assets 2011: $808,3182011Assets 2012: $765,564Liabilities 2012: $5,358Net Assets 2012: $760,2062012Assets 2013: $680,300Liabilities 2013: $3,808Net Assets 2013: $676,4922013Assets 2014: $656,110Liabilities 2014: $4,422Net Assets 2014: $651,6882014Assets 2015: $613,140Liabilities 2015: $4,350Net Assets 2015: $608,7902015Assets 2016: $539,494Liabilities 2016: $3,925Net Assets 2016: $535,5692016Assets 2017: $508,685Liabilities 2017: $4,090Net Assets 2017: $504,5952017Assets 2018: $570,165Liabilities 2018: $387Net Assets 2018: $569,7782018Assets 2019: $669,270Liabilities 2019: $629Net Assets 2019: $668,6412019Assets 2020: $810,846Liabilities 2020: $303Net Assets 2020: $810,5432020Assets 2021: $744,780Liabilities 2021: $541Net Assets 2021: $744,2392021Assets 2022: $829,628Liabilities 2022: $665Net Assets 2022: $828,9632022Assets 2023: $1,011,697Liabilities 2023: $1,097Net Assets 2023: $1,010,6002023Assets 2024: $1,208,779Liabilities 2024: $308Net Assets 2024: $1,208,4712024Assets 2025: $1,538,920Liabilities 2025: $2,013Net Assets 2025: $1,536,9072025

Highlighted filing

2025

Assets$1,538,920
Liabilities$2,013
Net Assets$1,536,907

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $82,843Expenses 2011: $152,483Net Income 2011: -$69,6402011Revenue 2012: $119,523Expenses 2012: $167,635Net Income 2012: -$48,1122012Expenses 2013: $186,6732013Revenue 2014: $204,659Expenses 2014: $230,939Net Income 2014: -$26,2802014Revenue 2015: $216,652Expenses 2015: $258,382Net Income 2015: -$41,7302015Revenue 2016: $175,713Expenses 2016: $248,910Net Income 2016: -$73,1972016Revenue 2017: $193,676Expenses 2017: $226,199Net Income 2017: -$32,5232017Revenue 2018: $304,628Expenses 2018: $238,253Net Income 2018: $66,3752018Revenue 2019: $262,164Expenses 2019: $167,753Net Income 2019: $94,4112019Revenue 2020: $366,292Expenses 2020: $225,688Net Income 2020: $140,6042020Revenue 2021: $70,626Expenses 2021: $169,939Net Income 2021: -$99,3132021Revenue 2022: $307,911Expenses 2022: $202,825Net Income 2022: $105,0862022Revenue 2023: $382,944Expenses 2023: $202,390Net Income 2023: $180,5542023Revenue 2024: $406,309Expenses 2024: $212,359Net Income 2024: $193,9502024Revenue 2025: $576,635Expenses 2025: $253,037Net Income 2025: $323,5982025

Highlighted filing

2025

Revenue$576,635
Expenses$253,037
Net Income$323,598

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.58$0.25$0.32
2024Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.41$0.21$0.19
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.38$0.20$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.31$0.20$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.07$0.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.37$0.23$0.14
2019Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.26$0.17$0.09
2018Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.30$0.24$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.50$0.19$0.23$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.18$0.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.22$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.65$0.20$0.23$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.19
2012Summary only. Only limited summary data is available for this year.$0.77$0.01$0.76$0.12$0.17$0.05
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.08$0.15$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$580,654
Mission and Program Overview

Mission

To promote public education, awareness, and appreciation of the history of palm springs, california through the operation of a historic museum and the maintenance and preservation of historic photos, documents, and artifacts.

To promote public education, awareness, and appreciation of the history of palm springs, california through the operation of a historical museum and the maintenance and preservation of historic photos, documents, and artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$854,299$964,216▲ $109,917
Cash and Non-Interest-Bearing Accounts$182,779$388,464▲ $205,685
Investments Other Securities$131,825$141,041▲ $9,216
Land, Buildings, and Equipment, Net$14,851$20,174▲ $5,323
Inventories for Sale or Use$1,969$1,969→ $0
Total Assets$1,208,779$1,538,920▲ $330,141
Other Assets Total$23,056$23,056→ $0
Liabilities
Other Liabilities$0$1,560▲ $1,560
Accounts Payable and Accrued Expenses$308$453▲ $145
Total Liabilities$308$2,013▲ $1,705
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$958,471$1,208,136▲ $249,665
Net Assets With Donor Restrictions$250,000$328,771▲ $78,771
Total Net Assets Fund Balance$1,208,471$1,536,907▲ $328,436
Total Liabilities and Net Assets / Fund Balance$1,208,779$1,538,920▲ $330,141

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,229$50,543$63,772
Buildings$6,945$90$7,035
Other Securities$141,041--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tracy ConradPresident
Kathy LeonardVice President
Debbie PurnellDirector
Dick RogerDirector
F Thomas Kieley IiiDirector
Gail KanterDirector
H Earl Hoover IiDirector
Jarvis CrawfordDirector
Joseph StuartDirector
Kitty Kieley HayesDirector
Marvin RoosDirector
Negie BogertDirector
Sharon ApfelbaumDirector
Vera WallDirector
Kim McnultySecretary
Stephen NicholsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,471
Program Service Revenue
$369,559
Investment Income
$37,427
Other Revenue
$11,178
All Other Contributions
$66,725
Change in Net Assets
$323,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,976
Salaries, Compensation, and Employee Benefits$82,061
Total Fundraising Expense$21,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,702$8,565$8,565$74,832
All Other Expenses$40,809$5,165$5,163$51,137
Fees for Services Accounting$13,678$2,030$2,030$17,738
Other Expenses$8,482$1,259$1,259$11,000
Office Expenses$6,915$1,026$1,026$8,967
Payroll Taxes$5,573$828$828$7,229
Insurance$4,776$709$709$6,194
Fees for Services Other$1,824$271$271$2,366
Depreciation Depletion$1,321$196$195$1,712
Advertising$289$43$43$375
Fees for Services Legal$161$24$24$209
Total Functional Expenses$210,247$21,397$21,393$253,037
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Cards$1,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section A, Line 2

F. Thomas kieley iii and kitty kieley hayes are siblings.

Form 990, Part VI, Section B, Line 11B

A copy of the from 990 will be made available to the board of directors at the next regular board meeting. The treasurer reviews the draft 990 prior to signing, and brings it to the board, and after the board reviews, the treasurer signs it.

Form 990, Part VI, Section B, Line 12C

At the annual election board meeting, the conflict of interest policy is reviewed and all directors acknowledge in writing that they have read and understood its requirements. The policy is also reviewed with staff at this time.

Form 990, Part VI, Section B, Line 15A

Compensation is determined by board members with knowledge of salaries for comparable positions.

Form 990, Part VI, Section C, Line 19

The palm springs historical society makes any and all of its governing documents, conflict of interest policy, financial statements, and tax return available for inspection by the public upon request.

Filing and Contact Details

Filer

Filer Name
Palm Springs Historical Society
EIN
43-2107574
Phone
7603238297
Address
POST OFFICE BOX 1498, PALM SPRINGS, CA 92263-1498

Signing Officer

Name
Stephen Nichols
Title
Treasurer
Phone
7603238297
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Conrad
Formed
1955
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
5
Volunteers
0

Preparer

Firm
William J Healey Iii CPA
Address
POST OFFICE BOX 2219, RANCHO MIRAGE, CA 92270
Preparer
William J Healey Iii
Phone
7603202107
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Software: program service expenses 7,712. Management and general expenses 1,145. Fundraising expenses 1,145. Total expenses 10,002. Merchant fee: program service expenses 7,329. Management and general expenses 1,088. Fundraising expenses 1,088. Total expenses 9,505. Cleaning: program service expenses 5,935. Management and general expenses 881. Fundraising expenses 881. Total expenses 7,697. Walking tour expenses: program service expenses 6,020. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,020. Repair & maintenance: program service expenses 4,559. Management and general expenses 677. Fundraising expenses 676. Total expenses 5,912. Supplies: program service expenses 3,553. Management and general expenses 527. Fundraising expenses 527. Total expenses 4,607. Utilities: program service expenses 1,840. Management and general expenses 273. Fundraising expenses 273. Total expenses 2,386. Website maintenance: program service expenses 1,525. Management and general expenses 226. Fundraising expenses 226. Total expenses 1,977. Investment expenses: program service expenses 1,467. Management and general expenses 218. Fundraising expenses 218. Total expenses 1,903. Volunteer expenses: program service expenses 429. Management and general expenses 64. Fundraising expenses 64. Total expenses 557. Bod fees: program service expenses 221. Management and general expenses 33. Fundraising expenses 33. Total expenses 287. Postage, etc: program service expenses 219. Management and general expenses 33. Fundraising expenses 32. Total expenses 284.

Financial Statement Notes

PART III, LINE 1A:

Palm springs historical society received a gift of a collection of movie costumes, the helen rose/marilyn visel collection in a prior year. They have elected not to include this collection on the balance sheet and did not report the associated revenue as permitted under fasb 985-360-25. The collection is being held for display purposes only.

Raw XML AppendixShowing 400 of 498 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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IRS990/AdvertisingGrp/FundraisingAmt043
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/MissionDesc0TO PROMOTE PUBLIC EDUCATION, AWARENESS, AND APPRECIATION OF THE HISTORY OF PALM SPRINGS, CALIFORNIA THROUGH THE OPERATION OF A HISTORIC MUSEUM AND THE MAINTENANCE AND PRESERVATION OF HISTORIC PHOTOS, DOCUMENTS, AND ARTIFACTS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PALM SPRINGS HISTORICAL SOCIETY RECEIVED A GIFT OF A COLLECTION OF MOVIE COSTUMES, THE HELEN ROSE/MARILYN VISEL COLLECTION IN A PRIOR YEAR. THEY HAVE ELECTED NOT TO INCLUDE THIS COLLECTION ON THE BALANCE SHEET AND DID NOT REPORT THE ASSOCIATED REVENUE AS PERMITTED UNDER FASB 985-360-25. THE COLLECTION IS BEING HELD FOR DISPLAY PURPOSES ONLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:

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