Civic Intelligence

John Marsh Historic Trust Inc.

990EZ • Fiscal year 2016 • EIN 68-0390601

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 12, 2017

Organization ProfileJOHNMARSHHOUSE.COM
PO Box 1682Brentwood, CA 94513-3682

(510) 522-1437

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

8th percentile

-50%

Higher net margin than 8% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$25,918

Down $65,613 (-72%) from 2011

Net Assets

$22,592

No earlier filing loaded for comparison.

Liabilities

Up

$3,326

Up $15,395 (+128%) from 2011

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin8th percentile

Revenue

Up

$51,776

Up $20,447 (+65%) from 2011

Expenses

Up

$77,616

Up $34,218 (+79%) from 2011

Net Income

Down

-$25,840

Down $13,771 (-114%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0-$50KAssets 2011: $91,531Liabilities 2011: -$12,0692011Assets 2016: $25,918Liabilities 2016: $3,326Net Assets 2016: $22,5922016Assets 2017: $24,894Liabilities 2017: $0Net Assets 2017: $24,8942017Assets 2018: $48,682Liabilities 2018: $231Net Assets 2018: $48,4512018Assets 2019: $47,451Liabilities 2019: $0Net Assets 2019: $47,4512019Assets 2020: $49,759Liabilities 2020: $02020Assets 2021: $49,517Liabilities 2021: $475Net Assets 2021: $49,0422021Assets 2022: $49,383Liabilities 2022: $1,001Net Assets 2022: $48,3822022Assets 2023: $49,549Liabilities 2023: $4032023

Highlighted filing

2016

Assets$25,918
Liabilities$3,326
Net Assets$22,592
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $31,329Expenses 2011: $43,398Net Income 2011: -$12,0692011Revenue 2016: $51,776Expenses 2016: $77,616Net Income 2016: -$25,8402016Revenue 2017: $35,349Expenses 2017: $33,047Net Income 2017: $2,3022017Revenue 2018: $69,276Expenses 2018: $45,719Net Income 2018: $23,5572018Revenue 2019: $32,329Expenses 2019: $33,329Net Income 2019: -$1,0002019Revenue 2020: $18,113Expenses 2020: $15,805Net Income 2020: $2,3082020Revenue 2021: $21,207Expenses 2021: $21,924Net Income 2021: -$7172021Revenue 2022: $28,169Expenses 2022: $28,829Net Income 2022: -$6602022Revenue 2023: $11,443Expenses 2023: $10,679Net Income 2023: $7642023

Highlighted filing

2016

Revenue$51,776
Expenses$77,616
Net Income-$25,840
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 12, 2017
Return Version
2016v3.0
Gross Receipts
$55,860
Mission and Program Overview

Mission

Preservation & restoration of the historic john marsh stone house, in brentwood, contra costa county, california

Program Services

DescriptionGrantsExpenses
PLANNING AND PRESENTATION OF HERITAGE DAY AT THE SITE OF JOHN MARSH HOUSE; INCLUDING EXHIBITS, SPEECHES AND PARTICIPATION OF LOCAL COMMUNITY ORGANIZATIONS AND CALIFORNIA DEPARTMENT OF PARKS. ATTENDED BY APPROX 500 PEOPLE$0$5,895
GUIDED HIKE, MAY 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE.$0$80
GUIDED HIKE, OCTOBER 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 50 PEOPLE.$0$50
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAC KAISERBoard Chair-$0--
TED ALESNATrustee-$0--
CHARLEEN EARLEYTrustee-$0--
HELEN ELDREDGETrustee-$0--
BARRY MARGESSONTrustee-$0--
STEVE TORGESONTrustee-$0--
KAREN WAHLTrustee-$0--
KATHY LEIGHTONVice-President-$0--
JOHN FINKTrustee-$0--
EUGENE METZPresident-$0--
MIRANDA HARMON-SMITHSecretary-$0--
ROBERT H JONESCFO-$0--
Filing and Contact Details

Filer

Filer Name
John Marsh Historic Trust Inc
EIN
68-0390601
Phone
5105221437
Address
PO BOX 1682, BRENTWOOD, CA 94513-3682

Signing Officer

Name
Robert H Jones
Title
CFO
Phone
5105080094
Signed
2017-07-12

Preparer

Firm
Collins Mason & Company Llp
Address
180 GRAND AVENUE 1035, OAKLAND, CA 94612
Preparer
Robert H Jones
Phone
5108919000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 4. Description: unrealized gains on securities. Amount: 32. Total included on form 990-ez, line 4: 36.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: misc. Income. Amount: 60.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: architect & engineering fees. Amount: 12,002. Description: event expenses. Amount: 5,895. Description: bank charges & merchant fees. Amount: 76. Description: cadpr. Amount: 17,460. Description: database. Amount: 650. Description: insurance. Amount: 2,557. Description: internet & website. Amount: 591. Description: investment management fee. Amount: 258. Description: office supplies. Amount: 906. Description: po box. Amount: 82. Description: taxes & licenses. Amount: 20. Total to form 990-ez, line 16: 40,497.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: grants receivable. Beg. Of year amount: 0. End of year amount: 2,500. Description: merchandise on hand. Beg. Of year amount: 0. End of year amount: 1,438.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 3,326.”

Raw XML Appendix242 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/PrimaryExemptPurposeTxt0PRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIA
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GUIDED HIKE, MAY 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GUIDED HIKE, OCTOBER 2016, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 50 PEOPLE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 32. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC. INCOME. AMOUNT: 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ARCHITECT & ENGINEERING FEES. AMOUNT: 12,002. DESCRIPTION: EVENT EXPENSES. AMOUNT: 5,895. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 76. DESCRIPTION: CADPR. AMOUNT: 17,460. DESCRIPTION: DATABASE. AMOUNT: 650. DESCRIPTION: INSURANCE. AMOUNT: 2,557. DESCRIPTION: INTERNET & WEBSITE. AMOUNT: 591. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 258. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 906. DESCRIPTION: PO BOX. AMOUNT: 82. DESCRIPTION: TAXES & LICENSES. AMOUNT: 20. TOTAL TO FORM 990-EZ, LINE 16: 40,497.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,500. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,438.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,326.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05105080094
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN MARSH HISTORIC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0680390601
ReturnHeader/Filer/PhoneNum05105221437
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ReturnHeader/FilingSecurityInformation/IPTm007:01:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651239619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLINS MASON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 GRAND AVENUE 1035
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094612
ReturnHeader/PreparerPersonGrp/PhoneNum05108919000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H JONES
ReturnHeader/ReturnTs02017-07-12T13:30:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

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

Open filing
Assets
$25,918
Liabilities
$3,326
Net assets
$22,592
Revenue
$51,776
Expenses
$77,616
Net income
-$25,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$49.5$0.40$11.4$10.7$0.76
2022Detailed filing. Detailed filing data is available for this year.$49.4$1.00$48.4$28.2$28.8$0.66
2021Detailed filing. Detailed filing data is available for this year.$49.5$0.48$49.0$21.2$21.9$0.72
2020Summary only. Only limited summary data is available for this year.$49.8$0.00$18.1$15.8$2.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.5$0.00$47.5$32.3$33.3$1.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$0.23$48.5$69.3$45.7$23.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$35.3$33.0$2.30
2016Detailed filing. Detailed filing data is available for this year.$25.9$3.33$22.6$51.8$77.6$25.8
2011Summary only. Only limited summary data is available for this year.$91.5$12.1$31.3$43.4$12.1