Civic Intelligence

Arcadia Historical Society Inc

EIN 51-0191105 • 501(c)3 • Arcadia, CA

990-N Coverage

Profile

To preserve the history of the city of arcadia

P O Box 60021Arcadia, CA 91066

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-7.1%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$210,350

Down $33,503 (-14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$210,350

Down $33,503 (-14%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Down

$70,663

Down $67,641 (-49%) from 2014

Expenses

Down

$11,158

Down $60,436 (-84%) from 2014

Net Income

Down

$59,505

Down $7,205 (-11%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2014: $243,853Liabilities 2014: $0Net Assets 2014: $243,8532014Assets 2016: $210,350Liabilities 2016: $0Net Assets 2016: $210,3502016

Highlighted filing

2016

Assets$210,350
Liabilities$0
Net Assets$210,350
Open 2016 Filing

Operations Trend

Revenue Growth28th percentile

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

$150K$100K$50K$0Revenue 2014: $138,304Expenses 2014: $71,594Net Income 2014: $66,7102014Revenue 2016: $70,663Expenses 2016: $11,158Net Income 2016: $59,5052016

Highlighted filing

2016

Revenue$70,663
Expenses$11,158
Net Income$59,505
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$210,350
Liabilities
$0
Net assets
$210,350
Revenue
$70,663
Expenses
$11,158
Net income
$59,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.71$0.11$0.60
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.38$0.72$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 19, 2016
Return Version
2015v2.0
Gross Receipts
$112,550
Mission and Program Overview

Mission

To preserve the history of the city of arcadia

Program Services

DescriptionGrantsExpenses
RAISED FUNDS FOR THE ESTABLISHMENT OF THE THOROUGHBRED WALK OF CHAMPIONS BY INSTALLING SIDEWALK PLAQUES TO HONOR HISTORIC HORSES, OWNERS, TRAINERS AND JOCKEYS FROM THE SANTA ANITA RACE TRACK IN ARCADIA.$41,887-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENE GLASCODirector-$0--
BEVERLY STREETVice President-$0--
CAROL LIBBYVice President-$0--
KAREN HOUPresident-$0--
GILBERT STROMSOETreasurer-$0--
CHARLENE WONGSecretary-$0--
BETH COSTANZADirector-$0--
GAIL MARSHALLDirector-$0--
SANDY SNIDERDirector-$0--
LEE SHIMMINDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$107,626-$23,000-
Total Events$107,626-$41,887$-41,887
Filing and Contact Details

Filer

Filer Name
Arcadia Historical Society
EIN
51-0191105
Phone
6264468512
Address
P O BOX 60021, ARCADIA, CA 91066

Signing Officer

Name
Karen Hou
Title
President
Signed
2016-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Mark Schaefer Associates LLP
Address
55 E HUNTINGTON DR 300, ARCADIA, CA 91006
Preparer
Gilbert Stromsoe
Phone
6264463126
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $745”

Other Expenses.1

“Awards and programs $2828”

Other Expenses.2

“Website and internet $2062”

Other Expenses.3

“Newsletter, printing $510”

Other Expenses.4

“BANK CHARGES $36”

Other Expenses.5

“DOMAIN NAME $27”

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARCADIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150845
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt01626
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GENE GLASCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEVERLY STREET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL LIBBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN HOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GILBERT STROMSOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHARLENE WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BETH COSTANZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GAIL MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SANDY SNIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LEE SHIMMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06208
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE THE HISTORY OF THE CITY OF ARCADIA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISED FUNDS FOR THE ESTABLISHMENT OF THE THOROUGHBRED WALK OF CHAMPIONS BY INSTALLING SIDEWALK PLAQUES TO HONOR HISTORIC HORSES, OWNERS, TRAINERS AND JOCKEYS FROM THE SANTA ANITA RACE TRACK IN ARCADIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041887
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041887
IRS990EZ/SpecialEventsNetIncomeLossAmt0-41887
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011158
IRS990EZ/TotalProgramServiceExpensesAmt041887
IRS990EZ/TotalRevenueAmt070663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0176605
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03298
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0176605
IRS990ScheduleA/TotalSupportAmt0176605
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0107626
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt041887
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06771
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107626
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-41887
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012116
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012116
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0BLACK AND RED DINNER ON MAY 24, 2016 AT THE ARBORETUM IN ARCADIA, CA. TO RAISE FUNDS TO ADD ADDITIONAL SIDEWALK PLAQUES TO HONOR HISTORIC HORSES, OWNERS, TRAINERS AND JOCKEYS FROM THE SANTA ANITA RACE TRACK IN ARCADIA.ADDITIONAL REVENUE WAS RECEIVED AND ADDITIONAL DISBURSMENTS WERE MADE AFTER MAY 31, 2016 FOR THIS EVENT.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0STM01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $745
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS AND PROGRAMS $2828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE AND INTERNET $2062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEWSLETTER, PRINTING $510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOMAIN NAME $27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN HOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARCADIA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0ARCA
ReturnHeader/Filer/EIN0510191105
ReturnHeader/Filer/PhoneNum06264468512
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 60021
ReturnHeader/Filer/USAddress/CityNm0ARCADIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Schaefer Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 E HUNTINGTON DR 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06264463126
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gilbert Stromsoe
ReturnHeader/ReturnTs02016-09-20T12:13:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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