Civic Intelligence

Milpitas Historical Society

990EZ • Fiscal year 2013 • EIN 77-0006334

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 16, 2014

2407 Mattos DriveMilpitas, CA 95035

(408) 262-7979

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

91st percentile

80%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$62,407

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

Net Assets

$62,407

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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
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

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04084395933
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IRS990EZ/BooksInCareOfDetail/USAddress/City0MILPITAS
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095035
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherRevenueTotalAmt04680
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND INFORM INTERESTED PERSONS OF THE HISTORY AND CULTURE OF THE CITY OF MILPITAS
IRS990EZ/PrintingPublicationsPostageAmt0416
IRS990EZ/ProgramServiceRevenueAmt01670
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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
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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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
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10MILPITAS HISTORICAL SOCIETY
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ReturnHeader/Filer/EIN0770006334
ReturnHeader/Filer/PhoneNum04082627979
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ReturnHeader/Filer/USAddress/State0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MODERN BUSINESS SERVICE
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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

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Filings