Civic Intelligence

San Jose Fire Museum

990 • Fiscal year 2018 • EIN 51-0427344

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 18, 2019

1661 Senter Road D1San Jose, CA 95112

(408) 793-4321

Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

3.2%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

9.9%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,586,504

Up $48,936 (+3.2%) from 2017

Net Assets

Up

$1,576,510

Up $38,942 (+2.5%) from 2017

Liabilities

Up

$9,994

Up $9,994 from 2017

Revenue

Up

$216,610

Up $19,544 (+9.9%) from 2017

Expenses

Up

$181,513

Up $95,447 (+111%) from 2017

Net Income

Down

$35,097

Down $75,903 (-68%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $72,422Liabilities 2011: $8,7592011Assets 2012: $68,326Liabilities 2012: $9,1562012Assets 2013: $95,483Liabilities 2013: $9,1562013Assets 2014: $131,129Liabilities 2014: $9,156Net Assets 2014: $121,9732014Assets 2015: $1,399,496Liabilities 2015: $1,758Net Assets 2015: $1,397,7382015Assets 2016: $1,421,869Liabilities 2016: $168Net Assets 2016: $1,421,7012016Assets 2017: $1,537,568Liabilities 2017: $0Net Assets 2017: $1,537,5682017Assets 2018: $1,586,504Liabilities 2018: $9,994Net Assets 2018: $1,576,5102018Assets 2019: $1,992,720Liabilities 2019: $61,179Net Assets 2019: $1,931,5412019Assets 2020: $2,785,487Liabilities 2020: $10,034Net Assets 2020: $2,775,4532020Assets 2021: $2,760,044Liabilities 2021: $11,572Net Assets 2021: $2,748,4722021Assets 2022: $2,901,694Liabilities 2022: $3,130Net Assets 2022: $2,898,5642022Assets 2023: $2,915,852Liabilities 2023: $1,451Net Assets 2023: $2,914,4012023Assets 2024: $3,497,276Liabilities 2024: $9,069Net Assets 2024: $3,488,2072024

Highlighted filing

2018

Assets$1,586,504
Liabilities$9,994
Net Assets$1,576,510

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $52,781Expenses 2011: $32,941Net Income 2011: $19,8402011Revenue 2012: $47,360Expenses 2012: $53,514Net Income 2012: -$6,1542012Revenue 2013: $73,027Expenses 2013: $45,870Net Income 2013: $27,1572013Revenue 2014: $104,336Expenses 2014: $68,690Net Income 2014: $35,6462014Revenue 2015: $1,344,445Expenses 2015: $68,680Net Income 2015: $1,275,7652015Revenue 2016: $128,798Expenses 2016: $105,332Net Income 2016: $23,4662016Revenue 2017: $197,066Expenses 2017: $86,066Net Income 2017: $111,0002017Revenue 2018: $216,610Expenses 2018: $181,513Net Income 2018: $35,0972018Revenue 2019: $482,887Expenses 2019: $138,196Net Income 2019: $344,6912019Revenue 2020: $948,362Expenses 2020: $121,478Net Income 2020: $826,8842020Revenue 2021: $167,566Expenses 2021: $194,547Net Income 2021: -$26,9812021Revenue 2022: $334,039Expenses 2022: $199,327Net Income 2022: $134,7122022Revenue 2023: $195,679Expenses 2023: $200,611Net Income 2023: -$4,9322023Revenue 2024: $1,208,931Expenses 2024: $635,522Net Income 2024: $573,4092024

Highlighted filing

2018

Revenue$216,610
Expenses$181,513
Net Income$35,097
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 18, 2019
Return Version
2018v3.1
Gross Receipts
$220,776
Mission and Program Overview

Mission

The purpose of the san jose fire museum is to acquire, restore, catalogue, preserve and display historic fire apparatus, tools and equipment and memoribilia and to educate the public on the history of the san jose fire department. In doing so we will provide fire safety education to the public, assist the san jose fire department, the chief and the city of san jose to display items of historical interest to the community and accurately reflect our rich and diverse history.

Provide fire safety instruction. Restoration and preservation of historic fire apparatus and equipment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,351,268$1,314,735▼ $36,533
Savings and Temporary Cash Investments$32,439$100,175▲ $67,736
Inventories for Sale or Use$54,945$57,468▲ $2,523
Cash and Non-Interest-Bearing Accounts$30,728$46,930▲ $16,202
Investments in Publicly Traded Securities$17,188$16,196▼ $992
Total Assets$1,537,568$1,586,504▲ $48,936
Other Assets Total$51,000$51,000→ $0
Liabilities
Escrow Account Liability-$9,488-
Other Liabilities-$506-
Total Liabilities$0$9,994▲ $9,994
Net Assets / Fund Balance
Unrestricted Net Assets$1,537,568$1,478,510▼ $59,058
Temporarily Rstr Net Assets-$98,000-
Total Net Assets Fund Balance$1,537,568$1,576,510▲ $38,942
Total Liabilities and Net Assets / Fund Balance$1,537,568$1,586,504▲ $48,936

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,065,806$94,932$1,160,738
Land$248,929-$248,929
Compensation and Service Providers

Board Members and Trustees

NameTitle
John a McmillanPresident
Michael IgnoDirector at
Derek ParmerDirector of
Ed Del PreteDIRECTOR:COL
Sam SeibertDIRECTOR:HIS
April HalberstadtCommunity Li
Dave WoodFacility Man
Eileen TownleySecretary
Sean LovensSjfd Liaison
Dale FosterTreasurer
Jim CarterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$214,487
Program Service Revenue
$0
Investment Income
$512
Other Revenue
$1,611
All Other Contributions
$214,487
Change in Net Assets
$35,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$181,513
Total Fundraising Expense$9,319
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$32,880$3,654-$36,534
Office Expenses$11,228$1,248-$12,476
Insurance-$9,534-$9,534
Advertising--$9,319$9,319
Fees for Services Accounting-$6,455-$6,455
Occupancy$5,245$583-$5,828
Other Expenses$21,863$2,601-$2,601
Conferences and Meetings-$1,175-$1,175
Information Technology$126$14-$140
Total Functional Expenses$135,737$36,457$9,319$181,513
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
Citi-costco Card$506
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
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 11B

Copies are disseminated to board of directors to review prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing and other relevant documents are made availble upon request.

Filing and Contact Details

Filer

Filer Name
San Jose Fire Museum
EIN
51-0427344
Phone
4087934321
Address
1661 SENTER ROAD D1, SAN JOSE, CA 95112

Signing Officer

Name
John a Mcmillan
Title
President
Phone
4087934321
Signed
2019-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John a Mcmillan
Formed
2002
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Michael J Bryant CPA
Phone
4082521800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The purpose of the san jose fire museum is to acquire, restore, catalogue, preserve and display historic fire apparatus, tools and equipment and memoribilia and to educate the public on the history of the san jose fire department. In doing so we will provide fire safety education to the public, assist the san jose fire department, the chief and the city of san jose to display items of historical interest to the community and accurately reflect our rich and diverse history.

Form 990, Page 2, Part III, Line 4A

Administrative -started the updating of the strategic plan -completed new mission and core value statements -completed the updating of the by laws -signed a new lease extension with the fire fighters union antique acquisition, restoration and display -completed the rebuilding of a 1937 american lafrance fire engine -continued work on the restoration of a 1954 gmc fire engine -providing safe keeping for a 12' tall bronze fire fighter statue gifted to the sjfd facility improvements -painted the exterior of old fire station 1 -started the installation of a security camera system at the museum warehouse community outreach -hosted multiple san jose fire department events -old fire station 1 was used by community groups for monthly meetings -hosted tours of old fire station 1 for multiple community groups -provided public safety education during tours of old fire station 1

Form 990, Page 12, Part XII, Line 1

In prior years the organization did not have any restricted funds, so this is the first year we will be tracking the restrictions.

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

San jose fire museum recieved a donation that is designated for a cancer fund outside the organization. They will remit the donation to the cancer fund after year end.

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IRS990/MissionDesc0THE PURPOSE OF THE SAN JOSE FIRE MUSEUM IS TO ACQUIRE, RESTORE, CATALOGUE, PRESERVE AND DISPLAY HISTORIC FIRE APPARATUS, TOOLS AND EQUIPMENT AND MEMORIBILIA AND TO EDUCATE THE PUBLIC ON THE HISTORY OF THE SAN JOSE FIRE DEPARTMENT. IN DOING SO WE WILL PROVIDE FIRE SAFETY EDUCATION TO THE PUBLIC, ASSIST THE SAN JOSE FIRE DEPARTMENT, THE CHIEF AND THE CITY OF SAN JOSE TO DISPLAY ITEMS OF HISTORICAL INTEREST TO THE COMMUNITY AND ACCURATELY REFLECT OUR RICH AND DIVERSE HISTORY.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0101577
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SAN JOSE FIRE MUSEUM RECIEVED A DONATION THAT IS DESIGNATED FOR A CANCER FUND OUTSIDE THE ORGANIZATION. THEY WILL REMIT THE DONATION TO THE CANCER FUND AFTER YEAR END.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE SAN JOSE FIRE MUSEUM IS TO ACQUIRE, RESTORE, CATALOGUE, PRESERVE AND DISPLAY HISTORIC FIRE APPARATUS, TOOLS AND EQUIPMENT AND MEMORIBILIA AND TO EDUCATE THE PUBLIC ON THE HISTORY OF THE SAN JOSE FIRE DEPARTMENT. IN DOING SO WE WILL PROVIDE FIRE SAFETY EDUCATION TO THE PUBLIC, ASSIST THE SAN JOSE FIRE DEPARTMENT, THE CHIEF AND THE CITY OF SAN JOSE TO DISPLAY ITEMS OF HISTORICAL INTEREST TO THE COMMUNITY AND ACCURATELY REFLECT OUR RICH AND DIVERSE HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE -STARTED THE UPDATING OF THE STRATEGIC PLAN -COMPLETED NEW MISSION AND CORE VALUE STATEMENTS -COMPLETED THE UPDATING OF THE BY LAWS -SIGNED A NEW LEASE EXTENSION WITH THE FIRE FIGHTERS UNION ANTIQUE ACQUISITION, RESTORATION AND DISPLAY -COMPLETED THE REBUILDING OF A 1937 AMERICAN LAFRANCE FIRE ENGINE -CONTINUED WORK ON THE RESTORATION OF A 1954 GMC FIRE ENGINE -PROVIDING SAFE KEEPING FOR A 12' TALL BRONZE FIRE FIGHTER STATUE GIFTED TO THE SJFD FACILITY IMPROVEMENTS -PAINTED THE EXTERIOR OF OLD FIRE STATION 1 -STARTED THE INSTALLATION OF A SECURITY CAMERA SYSTEM AT THE MUSEUM WAREHOUSE COMMUNITY OUTREACH -HOSTED MULTIPLE SAN JOSE FIRE DEPARTMENT EVENTS -OLD FIRE STATION 1 WAS USED BY COMMUNITY GROUPS FOR MONTHLY MEETINGS -HOSTED TOURS OF OLD FIRE STATION 1 FOR MULTIPLE COMMUNITY GROUPS -PROVIDED PUBLIC SAFETY EDUCATION DURING TOURS OF OLD FIRE STATION 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES ARE DISSEMINATED TO BOARD OF DIRECTORS TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING AND OTHER RELEVANT DOCUMENTS ARE MADE AVAILBLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN PRIOR YEARS THE ORGANIZATION DID NOT HAVE ANY RESTRICTED FUNDS, SO THIS IS THE FIRST YEAR WE WILL BE TRACKING THE RESTRICTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216610
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01537568
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01478510
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0SANJOSEFIREMUSEUM.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A MCMILLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04087934321
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-18
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ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0510427344
ReturnHeader/Filer/PhoneNum04087934321
ReturnHeader/Filer/USAddress/AddressLine1Txt01661 SENTER ROAD D1
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
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ReturnHeader/FilingSecurityInformation/IPDt02019-06-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:46:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$1.21$0.64$0.57
2023Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.91$0.20$0.20$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.33$0.20$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.75$0.17$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.01$2.78$0.95$0.12$0.83
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.93$0.48$0.14$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.22$0.18$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.20$0.09$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.34$0.07$1.28
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.10$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$0.10$0.01$0.07$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.07$0.01$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.07$0.01$0.05$0.03$0.02
Peer Organizations

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