Civic Intelligence

John Marsh Historic Trust Inc.

990EZ • Fiscal year 2017 • EIN 68-0390601

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 07, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

57th percentile

6.5%

Higher net margin than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-4.0%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-32%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$24,894

Down $1,024 (-4.0%) from 2016

Net Assets

Up

$24,894

Up $2,302 (+10%) from 2016

Liabilities

Down

$0

Down $3,326 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin57th percentile

Revenue

Down

$35,349

Down $16,427 (-32%) from 2016

Expenses

Down

$33,047

Down $44,569 (-57%) from 2016

Net Income

Up

$2,302

Up $28,142 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2017

Assets$24,894
Liabilities$0
Net Assets$24,894
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

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

2017

Revenue$35,349
Expenses$33,047
Net Income$2,302
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 7, 2018
Return Version
2017v2.3
Gross Receipts
$35,578
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 800 PEOPLE, OCTOBER 21, 2017$16,350$8,706
GUIDED HIKE, MAY 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE.$1,400$226
GUIDED HIKE, OCTOBER 21, 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 60 PEOPLE.$370$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED ALESNATrustee-$0--
STEVE TORGESONTrustee-$0--
JOHN FINKTrustee-$0--
KAREN RAREYTrustee-$0--
EUGENE METZPresident-$0--
MIRANDA HARMON-SMITHSecretary-$0--
ROBERT H JONESCFO-$0--
BARRY MARGESSONBoard Chair-$0--
KATHY LEIGHTONVice-President-$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
2018-09-07

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: 113. Total included on form 990-ez, line 4: 117.”

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

“Description: misc. Income. Amount: 3.”

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

“Description: event expenses. Amount: 8,932. Description: bank charges & merchant fees. Amount: 126. Description: database. Amount: 1,430. Description: insurance. Amount: 2,408. Description: investment management fee. Amount: 95. Description: po box. Amount: 112. Description: advertising. Amount: 228. Description: travel. Amount: 536. Description: dues & memberships. Amount: 180. Total to form 990-ez, line 16: 14,047.”

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

“Description: grants receivable. Beg. Of year amount: 2,500. End of year amount: 10,300. Description: merchandise on hand. Beg. Of year amount: 1,438. End of year amount: 1,466.”

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

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

Raw XML Appendix219 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/PersonNm0TED ALESNA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN FINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAREN RAREY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT H JONES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE-PRESIDENT
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt014047
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIA
IRS990EZ/ProgramServiceRevenueAmt018120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0, 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 800 PEOPLE, OCTOBER 21, 2017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GUIDED HIKE, MAY 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 80 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GUIDED HIKE, OCTOBER 21, 2017, FROM THE SITE OF THE JOHN MARSH HOUSE THROUGH PARTS OF THE MARSH CREEK STATE PARK. APPROX. 60 PEOPLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016350
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2370
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1226
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/WebsiteAddressTxt0JOHNMARSHHOUSE.COM
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049905
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 4. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 113. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISC. INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: EVENT EXPENSES. AMOUNT: 8,932. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 126. DESCRIPTION: DATABASE. AMOUNT: 1,430. DESCRIPTION: INSURANCE. AMOUNT: 2,408. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 95. DESCRIPTION: PO BOX. AMOUNT: 112. DESCRIPTION: ADVERTISING. AMOUNT: 228. DESCRIPTION: TRAVEL. AMOUNT: 536. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 180. TOTAL TO FORM 990-EZ, LINE 16: 14,047.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 10,300. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 1,438. END OF YEAR AMOUNT: 1,466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 3,326. END OF YEAR AMOUNT: 0.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05105080094
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN MARSH HISTORIC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0680390601
ReturnHeader/Filer/PhoneNum05105221437
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1682
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945133682
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C377AC6DB2D385CA83E289E070304FFAEE0FE13F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062AF86E2BD2898E12B2C826383E8C0282D06AA1E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-09-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:40:26
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/ReturnTs02018-09-08T10:45:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,894
Liabilities
$0
Net assets
$24,894
Revenue
$35,349
Expenses
$33,047
Net income
$2,302
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
2017Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$35.3$33.0$2.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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