Civic Intelligence

John Marsh Historic Trust Inc.

990EZ • Fiscal year 2021 • EIN 68-0390601

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

17%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$49,517

Down $242 (-0.5%) from 2020

Net Assets

$49,042

No earlier filing loaded for comparison.

Liabilities

Up

$475

Up $475 from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin30th percentile

Revenue

Up

$21,207

Up $3,094 (+17%) from 2020

Expenses

Up

$21,924

Up $6,119 (+39%) from 2020

Net Income

Down

-$717

Down $3,025 (-131%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$49,517
Liabilities$475
Net Assets$49,042
Open 2021 Filing

Operations Trend

Revenue Growth60th 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

2021

Revenue$21,207
Expenses$21,924
Net Income-$717
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Gross Receipts
$21,313
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
AFTER A 2-YEAR HIATUS DUE TO COVID, PRESENTED A JOHN MARSH HERITAGE DAY AT THE STONE HOUSE. PROGRAM FEATURED HIKES, A PRESENTATION FROM A STATE SENATOR ON A $1.4M STATE BUDGET ITEM TO RESTORE THE STONE HOUSE, MUSIC,GAMES FOR KIDS, FOOD AND UPDATES ON THE STONE HOUSE RENOVATION AND THE FUTURE OPENING OF THE MARSH CREEK STATE HISTORIC PARK.$14,039$12,357
BEGAN DEVELOPMENT OF A VIDEO ON THE LIFE OF JOHN MARSH, HIS RELATIONSHIP TO THE LAND, THE INDIGENOUS PEOPLE OF THE AREA AND THE VACQUEROS WHO WORKED HIS RANCHO.$0$1,500
WORKED WITH THE CITY OF BRENTWOOD, STATE PARKS AND THE EAST BAY REGIONAL PARK DISTRICT ON THE CONTINUTION OF THE MARSH CREEK TRAIL THROUGH THE MARSH CREEK STATE HISTORIC PARK AND ON TO ROUND VALLEY REGIONAL PARK.$0$0
Compensation and Service Providers
Top Officer Pay77th 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
2022-05-02

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: 49. Description: interest income. Amount: 2. Total included on form 990-ez, line 4: 51.”

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

“Description: event expenses. Amount: 13,857. Description: database. Amount: 1,320. Description: insurance. Amount: 2,281. Description: investment management fee. Amount: 100. Description: po box. Amount: 146. Description: dues & memberships. Amount: 140. Description: event travel. Amount: 2,094. Description: office supplies. Amount: 600. Description: unrealized loss on securities. Amount: 66. Description: internet & website. Amount: 308. Description: miscellaneous. Amount: 1,012. Total to form 990-ez, line 16: 21,924.”

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

“Description: merchandise on hand. Beg. Of year amount: 2,708. End of year amount: 3,023. Description: grant receivable. Beg. Of year amount: 0. End of year amount: 6,500.”

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

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 475.”

Raw XML Appendix234 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BEGAN DEVELOPMENT OF A VIDEO ON THE LIFE OF JOHN MARSH, HIS RELATIONSHIP TO THE LAND, THE INDIGENOUS PEOPLE OF THE AREA AND THE VACQUEROS WHO WORKED HIS RANCHO.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 49. DESCRIPTION: INTEREST INCOME. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENT EXPENSES. AMOUNT: 13,857. DESCRIPTION: DATABASE. AMOUNT: 1,320. DESCRIPTION: INSURANCE. AMOUNT: 2,281. DESCRIPTION: INVESTMENT MANAGEMENT FEE. AMOUNT: 100. DESCRIPTION: PO BOX. AMOUNT: 146. DESCRIPTION: DUES & MEMBERSHIPS. AMOUNT: 140. DESCRIPTION: EVENT TRAVEL. AMOUNT: 2,094. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 600. DESCRIPTION: UNREALIZED LOSS ON SECURITIES. AMOUNT: 66. DESCRIPTION: INTERNET & WEBSITE. AMOUNT: 308. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,012. TOTAL TO FORM 990-EZ, LINE 16: 21,924.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MERCHANDISE ON HAND. BEG. OF YEAR AMOUNT: 2,708. END OF YEAR AMOUNT: 3,023. DESCRIPTION: GRANT RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 475.
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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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLLINS MASON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 BROADWAY FL 3
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ReturnHeader/PreparerPersonGrp/PhoneNum05108919000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT H JONES
ReturnHeader/ReturnTs02022-05-02T15:05:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,517
Liabilities
$475
Net assets
$49,042
Revenue
$21,207
Expenses
$21,924
Net income
-$717
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
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