Civic Intelligence

John Marsh Historic Trust Inc.

990EZ • Fiscal year 2019 • EIN 68-0390601

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 25, 2020

PO Box 1682Brentwood, CA 94513-3682

(925) 250-6826

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$47,451

Down $1,231 (-2.5%) from 2018

Net Assets

Down

$47,451

Down $1,000 (-2.1%) from 2018

Liabilities

Down

$0

Down $231 (-100%) from 2018

Revenue

Down

$32,329

Down $36,947 (-53%) from 2018

Expenses

Down

$33,329

Down $12,390 (-27%) from 2018

Net Income

Down

-$1,000

Down $24,557 (-104%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$47,451
Liabilities$0
Net Assets$47,451

Operations Trend

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

2019

Revenue$32,329
Expenses$33,329
Net Income-$1,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 25, 2020
Return Version
2019v5.1
Gross Receipts
$32,329
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 200 PEOPLE, OCTOBER 19, 2019$3,670$5,685
HIKE IN THE MARSH CREEK STATE HISTORIC PARK, MARCH 16, 2019, ATTENDED BY APPROX. 75 PEOPLE$1,850$51
4TH GRADE HISTORY FIELD TRIPS AT THE JOHN MARSH STONE HOUSE, ATTENDED BY APPROX. 50 LOCAL 4TH GRADERS$552$1,291
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED ALESNATrustee-$0--
STEVE TORGESONTrustee-$0--
KAREN RAREYTrustee-$0--
GER ERICKSONTrustee-$0--
JEREMY TOVARTrustee-$0--
MIRANDA HARMON-SMITHSecretary-$0--
ROBERT H JONESCFO-$0--
BARRY MARGESSONPresident-$0--
KATHY LEIGHTONVice-President-$0--
Filing and Contact Details

Filer

Filer Name
John Marsh Historic Trust Inc
EIN
68-0390601
Phone
9252506826
Address
PO BOX 1682, BRENTWOOD, CA 94513-3682

Signing Officer

Name
Robert H Jones
Title
CFO
Phone
5105080094
Signed
2020-09-25

Preparer

Firm
Collins Mason & Company Llp
Address
1111 BROADWAY FL 3, OAKLAND, CA 94607
Preparer
Robert H Jones
Phone
5108919000
Supplemental Narrative

Additional Explanations

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

Description: dividend income. Amount: 138. Description: unrealized gains on securities. Amount: 78. Total included on form 990-ez, line 4: 216.

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

Description: event expenses. Amount: 5,736. Description: bank charges & merchant fees. Amount: 56. Description: database. Amount: 1,320. Description: insurance. Amount: 2,337. Description: investment management fee. Amount: 100. Description: po box. Amount: 106. Description: dues & memberships. Amount: 265. Description: postage & shipping. Amount: 21. Description: curriculum expense. Amount: 1,291. Description: miscellaneous. Amount: 97. Total to form 990-ez, line 16: 11,329.

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

Description: grants receivable. Beg. Of year amount: 8,719. End of year amount: 3,810. Description: merchandise on hand. Beg. Of year amount: 2,652. End of year amount: 2,708.

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

Description: accrued expenses. Beg. Of year amount: 231. End of year amount: 0.

Raw XML Appendix221 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
IRS990EZ/ProgramServiceRevenueAmt06082
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PLANNING 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 200 PEOPLE, OCTOBER 19, 2019
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 138. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 78. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENT EXPENSES. AMOUNT: 5,736. DESCRIPTION: BANK CHARGES & MERCHANT FEES. AMOUNT: 56. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,337. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 106. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 265. DESCRIPTION: POSTAGE & SHIPPING. AMOUNT: 21. DESCRIPTION: CURRICULUM EXPENSE. AMOUNT: 1,291. DESCRIPTION: MISCELLANEOUS. AMOUNT: 97. TOTAL TO FORM 990-EZ, LINE 16: 11,329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 8,719. END OF YEAR AMOUNT: 3,810. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,652. END OF YEAR AMOUNT: 2,708.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 231. 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 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05105080094
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN MARSH HISTORIC TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0680390601
ReturnHeader/Filer/PhoneNum09252506826
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1682
ReturnHeader/Filer/USAddress/CityNm0BRENTWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945133682
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:49:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651239619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLINS MASON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 BROADWAY FL 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094607
ReturnHeader/PreparerPersonGrp/PhoneNum05108919000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H JONES
ReturnHeader/ReturnTs02020-09-25T10:03:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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