Civic Intelligence

John Marsh Historic Trust Inc.

990EZ • Fiscal year 2020 • EIN 68-0390601

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 12, 2021

Organization ProfileJOHNMARSHHOUSE.COM
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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

4.9%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-44%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$49,759

Flat from 2020

Net Assets

$49,759

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin61st percentile

Revenue

Flat

$18,113

Flat from 2020

Expenses

Flat

$15,805

Flat from 2020

Net Income

Flat

$2,308

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $0Net Assets 2020: $49,7592020Assets 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

2020

Assets$49,759
Liabilities$0
Net Assets$49,759
Open 2020 Filing

Operations Trend

Revenue Growth26th 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 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

2020

Revenue$18,113
Expenses$15,805
Net Income$2,308
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 12, 2021
Return Version
2020v4.1
Gross Receipts
$18,113
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
HOSTED AN EVENT FOR VOLUNTEERS TO CLEAN OUT AN OLD BARN ON THE PROPERTY TO PROVIDE STORAGE SPACE FOR TRUST AND PARK MATERIALS.$0$1,142
HOST AN INFORMATIONAL EVENT AT THE JOHN MARSH STONE HOUSE FOR EMPLOYEES OF EAST BAY REGIONAL PARKS. DISCUSSED RELATIONSHIP BETWEEN THE MARSH CREEK STATE HISTORIC PARK AND ROUND VALLEY REGIONAL PARK AND THE PROPOSED TRAIL CONNECTING THE TWO PARKS.$0$120
DUE TO COVID 19 LOCKDOWNS NO OTHER SERVICE PROJECTS WERE POSSIBLE. THE BOARD OF THE TRUST MET VIA ZOOM REGULARLY THROUGHOUT THE YEAR TO STRATEGIZE ACTIVITIES THAT COULD BE PURSUED EVEN DURING LOCKDOWN AND AFTER THE LOCKDOWNS WERE LIFTED.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED ALESNATrustee-$0--
STEVE TORGESONTrustee-$0--
KAREN RAREYTrustee-$0--
GER ERICKSONTrustee-$0--
JEREMY TOVARTrustee-$0--
RICK LEMYRETrustee-$0--
GENE METZTrustee-$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
2021-07-12

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: 98. Description: unrealized gains on securities. Amount: 95. Total included on form 990-ez, line 4: 193.”

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

“Description: event expenses. Amount: 1,263. Description: database. Amount: 1,320. Description: insurance. Amount: 2,260. Description: investment management fee. Amount: 100. Description: po box. Amount: 118. Description: dues & memberships. Amount: 65. Description: curriculum expense. Amount: 381. Description: miscellaneous. Amount: 1,340. Total to form 990-ez, line 16: 6,847.”

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

“Description: grants receivable. Beg. Of year amount: 3,810. End of year amount: 0. Description: merchandise on hand. Beg. Of year amount: 2,708. End of year amount: 2,708.”

Raw XML Appendix229 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/TitleTxt0TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0PRESERVATION & RESTORATION OF THE HISTORIC JOHN MARSH STONE HOUSE, IN BRENTWOOD, CONTRA COSTA COUNTY, CALIFORNIA
IRS990EZ/PrintingPublicationsPostageAmt059
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HOSTED AN EVENT FOR VOLUNTEERS TO CLEAN OUT AN OLD BARN ON THE PROPERTY TO PROVIDE STORAGE SPACE FOR TRUST AND PARK MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DUE TO COVID 19 LOCKDOWNS NO OTHER SERVICE PROJECTS WERE POSSIBLE. THE BOARD OF THE TRUST MET VIA ZOOM REGULARLY THROUGHOUT THE YEAR TO STRATEGIZE ACTIVITIES THAT COULD BE PURSUED EVEN DURING LOCKDOWN AND AFTER THE LOCKDOWNS WERE LIFTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SchoolOperatingInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 98. DESCRIPTION: UNREALIZED GAINS ON SECURITIES. AMOUNT: 95. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENT EXPENSES. AMOUNT: 1,263. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,260. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 118. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 65. DESCRIPTION: CURRICULUM EXPENSE. AMOUNT: 381. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,340. TOTAL TO FORM 990-EZ, LINE 16: 6,847.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 3,810. END OF YEAR AMOUNT: 0. DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,708. END OF YEAR AMOUNT: 2,708.
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
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05105080094
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-12
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
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/ReturnTs02021-07-12T17:15:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,759
Liabilities
$0
Net assets
$49,759
Revenue
$18,113
Expenses
$15,805
Net income
$2,308
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
2020Detailed filing. Detailed filing data is available for this year.$49.8$0.00$49.8$18.1$15.8$2.31
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
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