Civic Intelligence

Fallbrook Historical Society

990 • Fiscal year 2016 • EIN 51-0196769

May 01, 2015 to Apr 30, 2016 • Filed on Dec 14, 2016

Organization ProfileN/A
PO Box 1375Fallbrook, CA 92088

(760) 728-8323

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

491%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,011,151

Up $149,675 (+17%) from 2015

Net Assets

Up

$1,011,151

Up $149,675 (+17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin97th percentile

Revenue

Up

$183,222

Up $152,233 (+491%) from 2015

Expenses

Up

$33,516

Up $6,195 (+23%) from 2015

Net Income

Up

$149,706

Up $146,038 (+3981%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2016

Assets$1,011,151
Liabilities$0
Net Assets$1,011,151
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

2016

Revenue$183,222
Expenses$33,516
Net Income$149,706
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Dec 14, 2016
Return Version
2015v2.0
Gross Receipts
$183,222
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$829,426$981,126▲ $151,700
Cash and Non-Interest-Bearing Accounts$32,050$30,025▼ $2,025
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$861,476$1,011,151▲ $149,675
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$861,476$1,011,151▲ $149,675
Total Net Assets Fund Balance$861,476$1,011,151▲ $149,675
Total Liabilities and Net Assets / Fund Balance$861,476$1,011,151▲ $149,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$981,126--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Roy MoosaPresident
Scott AtkinsVice President
Lisa WillowDirector
Mary BeltonDirector
Tracy LubbenDirector
Veronica PertusiniDirector
Victoria StoverDirector
Sherry FolsomSecretary
Sharon ToweryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$183,208
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$178,273
Change in Net Assets
$149,706

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$150,000REALATOR'S APPRAISAL
Total Noncash Contributions1$150,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,516
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
Other Expenses$3,144--$3,144
Insurance$1,893$660-$2,553
All Other Expenses$1,787$444-$2,231
Fees for Services Accounting-$1,460-$1,460
Office Expenses-$1,405-$1,405
Total Functional Expenses$29,547$3,969$0$33,516
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The Board of Directors is comprised of nine active members. The term of office shall be three years with one-third elected each year.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Before the Form 990 is filed, it will be presented to the governing board for review and signed off by all membrs present.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Roy Moosa
Title
President
Signed
2016-12-14
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Reed Financial Services
Address
106-B WEST HAWTHORNE, Fallbrook, CA 92028
Preparer
Susan J Reed EA
Phone
7607231375
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0173323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt022727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0255309
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt022388
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt081
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0277697
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0184222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018969
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020358
IRS990ScheduleA/Total509Grp/TotalAmt0277697
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0184236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018980
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020391
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0277778
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0981126
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0981126
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0981126
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/MethodOfDeterminingRevenuesTxt0REALATOR'S APPRAISAL
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0150000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors is comprised of nine active members. The term of office shall be three years with one-third elected each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Before the Form 990 is filed, it will be presented to the governing board for review and signed off by all membrs present.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The executive committe shall regularly and consistently monitor and enforce complaince with this policy by reviewing annual statements and taking such other actions as are necessary for effective oversight.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0861476
IRS990/TotalAssetsEOYAmt01011151
IRS990/TotalAssetsGrp/BOYAmt0861476
IRS990/TotalAssetsGrp/EOYAmt01011151
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0183208
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029547
IRS990/TotalFunctionalExpensesGrp/TotalAmt033516
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0861476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01011151
IRS990/TotalProgramServiceExpensesAmt029547
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183222
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0861476
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01011151
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0861476

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,011,151
Liabilities
$0
Net assets
$1,011,151
Revenue
$183,222
Expenses
$33,516
Net income
$149,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.02$1.03$0.05$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$0.04$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.01$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.03$1.01$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.07$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.18$0.03$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.02$0.02$0.00
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.02$0.03$0.01