Civic Intelligence

Milpitas Historical Society

EIN 77-0006334 • 501(c)3 • Milpitas, CA

Profile

To educate and inform interested persons of the history and culture of the city of milpitas

2407 Mattos DriveMilpitas, CA 95035

milpitashistoricalsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

80%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$62,407

Up $6,616 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

$62,407

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$10,344

Up $4,596 (+80%) from 2012

Expenses

Up

$3,728

Up $2,031 (+120%) from 2012

Net Income

Up

$6,616

Up $2,565 (+63%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $52,898Liabilities 2011: $02011Assets 2012: $55,791Liabilities 2012: $02012Assets 2013: $62,407Liabilities 2013: $0Net Assets 2013: $62,4072013

Highlighted filing

2013

Assets$62,407
Liabilities$0
Net Assets$62,407
Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $2,628Expenses 2011: $90,040Net Income 2011: -$87,4122011Revenue 2012: $5,748Expenses 2012: $1,697Net Income 2012: $4,0512012Revenue 2013: $10,344Expenses 2013: $3,728Net Income 2013: $6,6162013

Highlighted filing

2013

Revenue$10,344
Expenses$3,728
Net Income$6,616
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,407
Liabilities
$0
Net assets
$62,407
Revenue
$10,344
Expenses
$3,728
Net income
$6,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$10.3$3.73$6.62
2012Summary only. Only limited summary data is available for this year.$55.8$0.00$5.75$1.70$4.05
2011Summary only. Only limited summary data is available for this year.$52.9$0.00$2.63$90.0$87.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 16, 2014
Return Version
2013v3.1
Gross Receipts
$10,344
Mission and Program Overview

Mission

To educate and inform interested persons of the history and culture of the city of milpitas

Program Services

DescriptionGrantsExpenses
HELD 2 EVENTS TO PROMOTE COMMUNITY AWARENESS-$1,600
INSTALLATION DINNER$727-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRIET MCGUIREPresident-$0--
BILL HAREVice President-$0--
CATHERINE PELAZZARISecretary-$0--
KRAIG BUNNELLTreasurer-$0--
Filing and Contact Details

Filer

EIN
77-0006334
Phone
4082627979

Signing Officer

Name
Kraig Bunnell
Title
Treasurer
Signed
2014-06-16
Discuss with paid preparer
Yes

Preparer

Preparer
Alan R David CPA
Phone
4084395933
Supplemental Narrative

Additional Explanations

Other Revenue.1

“SALE OF TRUCK $4680”

Other Expenses.1001

“Advertising and Promotion $78”

Other Expenses.1003

“Information Technology $1300”

Other Expenses.1012

“Insurance $1399”

Other Expenses.3

“SUPPLIES $109”

Other Expenses.4

“DUES $83”

Other Expenses.5

“LICENSES $67”

Other Expenses.6

“SERVICES $26”

Raw XML Appendix151 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0KRAIG BUNNELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04084395933
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102407 MATTOS DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0MILPITAS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055791
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062407
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06616
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt055791
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062407
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010344
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02154
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01840
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055791
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055791
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062407
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HARRIET MCGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL HARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE PELAZZARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRAIG BUNNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03062
IRS990EZ/OtherRevenueTotalAmt04680
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND INFORM INTERESTED PERSONS OF THE HISTORY AND CULTURE OF THE CITY OF MILPITAS
IRS990EZ/PrintingPublicationsPostageAmt0416
IRS990EZ/ProgramServiceRevenueAmt01670
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD 2 EVENTS TO PROMOTE COMMUNITY AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INSTALLATION DINNER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0727
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03728
IRS990EZ/TotalProgramServiceExpensesAmt0727
IRS990EZ/TotalRevenueAmt010344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://milpitashistoricalsociety.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01080
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03935
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03935
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt05015
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05015
IRS990ScheduleA/Total509Grp/TotalAmt05015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05015
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALE OF TRUCK $4680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES $67
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SERVICES $26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRAIG BUNNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILPITAS HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MILP
ReturnHeader/Filer/EIN0770006334
ReturnHeader/Filer/PhoneNum04082627979
ReturnHeader/Filer/USAddress/AddressLine102407 MATTOS DRIVE
ReturnHeader/Filer/USAddress/City0MILPITAS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MODERN BUSINESS SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1017 NAVAJO DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SALINAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0939062401
ReturnHeader/PreparerPersonGrp/PhoneNum04084395933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alan R David CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-16T14:17:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits