Civic Intelligence

Arcadia Historical Society Inc.

990EZ • Fiscal year 2016 • EIN 51-0191105

Jun 01, 2015 to May 31, 2016 • Filed on Sep 19, 2016

Organization ProfileN/A
P O Box 60021Arcadia, CA 91066

(626) 446-8512

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-7.1%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

18th percentile

-29%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$210,350

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

Net Assets

Down

$210,350

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

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th 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

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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 Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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
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 Pay75th 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.

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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
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041887
IRS990EZ/SpecialEventsNetIncomeLossAmt0-41887
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011158
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08115
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027102
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0176605
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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