Civic Intelligence

Fallbrook Historical Society

990 • Fiscal year 2015 • EIN 51-0196769

May 01, 2014 to Apr 30, 2015 • Filed on Aug 05, 2015

PO Box 1375Fallbrook, CA 92088-1375

(760) 723-4125

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$861,476

Up $3,668 (+0.4%) from 2014

Net Assets

Up

$861,476

Up $3,668 (+0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$30,989

Up $12,928 (+72%) from 2014

Expenses

Up

$27,321

Up $8,103 (+42%) from 2014

Net Income

Up

$3,668

Up $4,825 (+417%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $856,675Liabilities 2012: $0Net Assets 2012: $856,6752012Assets 2013: $858,965Liabilities 2013: $0Net Assets 2013: $858,9652013Assets 2014: $857,808Liabilities 2014: $0Net Assets 2014: $857,8082014Assets 2015: $861,476Liabilities 2015: $0Net Assets 2015: $861,4762015Assets 2016: $1,011,151Liabilities 2016: $0Net Assets 2016: $1,011,1512016Assets 2017: $1,027,128Liabilities 2017: $0Net Assets 2017: $1,027,1282017Assets 2018: $1,035,287Liabilities 2018: $0Net Assets 2018: $1,035,2872018Assets 2019: $1,053,138Liabilities 2019: $60Net Assets 2019: $1,053,0782019Assets 2020: $1,039,374Liabilities 2020: $27,653Net Assets 2020: $1,011,7212020Assets 2021: $1,032,924Liabilities 2021: $26,861Net Assets 2021: $1,006,0632021Assets 2022: $1,026,088Liabilities 2022: $25,673Net Assets 2022: $1,000,4152022Assets 2023: $1,031,811Liabilities 2023: $24,485Net Assets 2023: $1,007,3262023Assets 2024: $1,052,942Liabilities 2024: $23,297Net Assets 2024: $1,029,6452024

Highlighted filing

2015

Assets$861,476
Liabilities$0
Net Assets$861,476

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $20,391Expenses 2012: $28,497Net Income 2012: -$8,1062012Revenue 2013: $22,405Expenses 2013: $20,115Net Income 2013: $2,2902013Revenue 2014: $18,061Expenses 2014: $19,218Net Income 2014: -$1,1572014Revenue 2015: $30,989Expenses 2015: $27,321Net Income 2015: $3,6682015Revenue 2016: $183,222Expenses 2016: $33,516Net Income 2016: $149,7062016Revenue 2017: $85,680Expenses 2017: $69,577Net Income 2017: $16,1032017Revenue 2018: $72,349Expenses 2018: $62,382Net Income 2018: $9,9672018Revenue 2019: $60,865Expenses 2019: $43,074Net Income 2019: $17,7912019Revenue 2020: $10,854Expenses 2020: $36,957Net Income 2020: -$26,1032020Revenue 2021: $83,532Expenses 2021: $89,190Net Income 2021: -$5,6582021Revenue 2022: $39,647Expenses 2022: $45,295Net Income 2022: -$5,6482022Revenue 2023: $43,317Expenses 2023: $36,406Net Income 2023: $6,9112023Revenue 2024: $45,640Expenses 2024: $23,321Net Income 2024: $22,3192024

Highlighted filing

2015

Revenue$30,989
Expenses$27,321
Net Income$3,668
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$31,433
Mission and Program Overview

Mission

The purpose of this organization shall be charitable, scientific, literary and educational, with particular emphasis upon bringing together those persons interested in the history of the Fallbrook area and the preservation of its artifacts.

The purpose of this organization shall be charitable, scientific, literary and educational, with particular emphasis upon bringing together those persons interested in the history of the fallbook area and the preservation of its artifacts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$829,426$829,426→ $0
Savings and Temporary Cash Investments$28,382$32,050▲ $3,668
Total Assets$857,808$861,476▲ $3,668
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$857,808$861,476▲ $3,668
Total Net Assets Fund Balance$857,808$861,476▲ $3,668
Total Liabilities and Net Assets / Fund Balance$857,808$861,476▲ $3,668

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$378,236-$378,236
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$20,612
Program Service Revenue
$0
Investment Income
$12
Other Revenue
$10,365
All Other Contributions
$17,007
Change in Net Assets
$3,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,321
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$3,863$3,147-$7,010
Other Expenses$1,652--$1,652
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$707-$707
Total Functional Expenses$21,967$5,354$0$27,321
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$444
Fundraising Gross Income$100
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
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, Page 6, Part VI, Line 2

Don mclean don mclean, jr. Director director father-son

Form 990, Page 6, Part VI, Line 6

The board of directors is comprised of fifteen active members. The term of office shall be three years with one-third elected each year.

Form 990, Page 6, Part VI, Line 7A

The officers of the society; the president, vice-president, recording secretary, corresponding secretary and treasurer are elected from the board of directors at the next regular meeting following the annual meeting. All officers serve a term of one year and are elected annually by a voice vote with a majority necessary to carry the vote. All board members and officers are volunteers and not compensated.

Form 990, Page 6, Part VI, Line 11B

Before the form 990 is filed, it will be presented to the governing board for review and signed off by all members present.

Form 990, Page 6, Part VI, Line 12C

Tthe executive committe shall regularly and consistently monitor and enforce compliance with this policy by reviewing annual statements and taking such other actions as are necessary for effective oversight.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Fallbrook Historical Society
EIN
51-0196769
Phone
7607234125
Address
PO BOX 1375, FALLBROOK, CA 92088-1375

Signing Officer

Name
Sharon Towery
Title
Treasurer
Phone
7607234125
Signed
2015-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roy Moosa
Formed
1976
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
40

Preparer

Firm
Levering & Hvasta Cpas Llp
Address
PO BOX 400, FALLBROOK, CA 92088-0400
Preparer
Richard F Levering CPA
Phone
7607288393
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of this organization shall be charitable, scientific, literary and educational, with particular emphasis upon bringing together those persons interested in the history of the fallbook area and the preservation of its artifacts.

Form 990, Page 1, Part I, Line 6

The museum is run by volunteers. All officers and board members are also volunteers.

Form 990, Part IX, Line 24E

Telephone 0 1,546 0 maintenance - carriage 1,437 0 0 display expenses 1,029 0 0 bulletin/newsletter 875 0 0 internet access 0 455 0 maintenance - equipment 443 0 0 supplies 0 309 0 miscellaneous 0 268 0 office & administration 0 231 0 bank charges 0 191 0 annual meeting expense 0 127 0 property taxes 79 0 0 awards 0 20 0

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012647
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportPY509Pct00.99820
IRS990ScheduleA/PublicSupportTotal509Amt0122609
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029134
IRS990ScheduleA/Total509Grp/TotalAmt0122609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt020391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0122745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0378236
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0378236
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0378236
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THIS ORGANIZATION SHALL BE CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL, WITH PARTICULAR EMPHASIS UPON BRINGING TOGETHER THOSE PERSONS INTERESTED IN THE HISTORY OF THE FALLBOOK AREA AND THE PRESERVATION OF ITS ARTIFACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MUSEUM IS RUN BY VOLUNTEERS. ALL OFFICERS AND BOARD MEMBERS ARE ALSO VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DON MCLEAN DON MCLEAN, JR. DIRECTOR DIRECTOR FATHER-SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS COMPRISED OF FIFTEEN ACTIVE MEMBERS. THE TERM OF OFFICE SHALL BE THREE YEARS WITH ONE-THIRD ELECTED EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OFFICERS OF THE SOCIETY; THE PRESIDENT, VICE-PRESIDENT, RECORDING SECRETARY, CORRESPONDING SECRETARY AND TREASURER ARE ELECTED FROM THE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING FOLLOWING THE ANNUAL MEETING. ALL OFFICERS SERVE A TERM OF ONE YEAR AND ARE ELECTED ANNUALLY BY A VOICE VOTE WITH A MAJORITY NECESSARY TO CARRY THE VOTE. ALL BOARD MEMBERS AND OFFICERS ARE VOLUNTEERS AND NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEFORE THE FORM 990 IS FILED, IT WILL BE PRESENTED TO THE GOVERNING BOARD FOR REVIEW AND SIGNED OFF BY ALL MEMBERS PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TTHE EXECUTIVE COMMITTE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE 0 1,546 0 MAINTENANCE - CARRIAGE 1,437 0 0 DISPLAY EXPENSES 1,029 0 0 BULLETIN/NEWSLETTER 875 0 0 INTERNET ACCESS 0 455 0 MAINTENANCE - EQUIPMENT 443 0 0 SUPPLIES 0 309 0 MISCELLANEOUS 0 268 0 OFFICE & ADMINISTRATION 0 231 0 BANK CHARGES 0 191 0 ANNUAL MEETING EXPENSE 0 127 0 PROPERTY TAXES 79 0 0 AWARDS 0 20 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0857808
IRS990/TotalAssetsEOYAmt0861476
IRS990/TotalAssetsGrp/BOYAmt0857808
IRS990/TotalAssetsGrp/EOYAmt0861476
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IRS990/TotalContributionsAmt020612
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05354
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021967
IRS990/TotalFunctionalExpensesGrp/TotalAmt027321
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0857808
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0861476
IRS990/TotalProgramServiceExpensesAmt021967
IRS990/TotalRevenueGrp/ExclusionAmt012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030989
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0857808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0861476
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0857808
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0861476
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1375
IRS990/USAddress/CityNm0FALLBROOK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0920881375
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0FALLBROOKHISTORICALSOCIETY.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON TOWERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07607234125
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FALLBROOK HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FALL
ReturnHeader/Filer/EIN0510196769
ReturnHeader/Filer/PhoneNum07607234125
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1375
ReturnHeader/Filer/USAddress/CityNm0FALLBROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0920881375
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260283164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVERING & HVASTA CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920880400
ReturnHeader/PreparerPersonGrp/PhoneNum07607288393
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD F LEVERING CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-10T15:21:59-05:00

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