Civic Intelligence

Southern Mono Historical Society Inc

EIN 77-0053500 • 501(c)3 • Mammoth Lakes, CA

Profile

Historical preservation and education

PO Box 65Mammoth Lakes, CA 93546

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.55x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

1.91x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

4th percentile

-521%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

19th percentile

-51%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-82%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$80,661

Down $17,748 (-18%) from 2023

Liabilities

Down

$1,800

Down $5,000 (-74%) from 2023

Net Assets

Down

$78,861

Down $12,748 (-14%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin4th percentile

Revenue

Down

$62,706

Down $54,870 (-47%) from 2023

Expenses

Down

$75,454

Down $2,128 (-2.7%) from 2023

Net Income

Down

-$12,748

Down $52,742 (-132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$150K$100K$50K$0Assets 2009: $37,711Liabilities 2009: $11,6592009Assets 2016: $97,513Liabilities 2016: $735Net Assets 2016: $96,7782016Assets 2017: $102,578Liabilities 2017: $3,765Net Assets 2017: $98,8132017Assets 2018: $71,968Liabilities 2018: $3,318Net Assets 2018: $68,6502018Assets 2019: $76,897Liabilities 2019: $5,010Net Assets 2019: $71,8872019Assets 2020: $77,726Liabilities 2020: $1,917Net Assets 2020: $75,8092020Assets 2021: $79,014Liabilities 2021: $12,983Net Assets 2021: $66,0312021Assets 2022: $51,890Liabilities 2022: $275Net Assets 2022: $51,6152022Assets 2023: $98,409Liabilities 2023: $6,800Net Assets 2023: $91,6092023Assets 2024: $80,661Liabilities 2024: $1,800Net Assets 2024: $78,8612024

Highlighted filing

2024

Assets$80,661
Liabilities$1,800
Net Assets$78,861
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $26,827Expenses 2009: $43,001Net Income 2009: -$16,1742009Revenue 2016: $53,198Expenses 2016: $31,275Net Income 2016: $21,9232016Revenue 2017: $49,838Expenses 2017: $47,803Net Income 2017: $2,0352017Revenue 2018: $88,406Expenses 2018: $115,251Net Income 2018: -$26,8452018Revenue 2019: $126,570Expenses 2019: $127,937Net Income 2019: -$1,3672019Revenue 2020: $65,361Expenses 2020: $61,439Net Income 2020: $3,9222020Revenue 2021: $111,281Expenses 2021: $118,827Net Income 2021: -$7,5462021Revenue 2022: $73,434Expenses 2022: $87,850Net Income 2022: -$14,4162022Revenue 2023: $117,576Expenses 2023: $77,582Net Income 2023: $39,9942023Revenue 2024: $62,706Expenses 2024: $75,454Net Income 2024: -$12,7482024

Highlighted filing

2024

Revenue$62,706
Expenses$75,454
Net Income-$12,748
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,661
Liabilities
$1,800
Net assets
$78,861
Revenue
$62,706
Expenses
$75,454
Net income
-$12,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$0.63$0.75$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.07$0.92$1.18$0.78$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.73$0.88$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.13$0.66$1.11$1.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.65$0.61$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.05$0.72$1.27$1.28$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.03$0.69$0.88$1.15$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$0.50$0.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.53$0.31$0.22
2009Summary only. Only limited summary data is available for this year.$0.38$0.12$0.27$0.43$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 6, 2025
Return Version
2024v5.0
Gross Receipts
$62,942
Mission and Program Overview

Mission

Historical preservation and education

Program Services

DescriptionGrantsExpenses
HISTORICAL PRESERVATION AND EDUCATION-$50,698
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin GreenDirector-$0--
Robert JokiPresident & CEO-$0--
Tony RojasDirector-$0--
DAN LYSTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southern Mono Historical Society Inc
EIN
77-0053500
Phone
7609346918
Address
PO BOX 65, MAMMOTH LAKES, CA 93546

Signing Officer

Name
Robert Joki
Title
President & CEO
Signed
2025-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Torrey Pines Advisors & Accountants
Address
250 E Line Street, Bishop, CA 93514
Preparer
Kyle Spiewak CPA
Phone
7608735800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3622”

Other Expenses.1002

“Office Expenses $4005”

Other Expenses.1009

“Depreciation $1645”

Other Expenses.1012

“Insurance $3185”

Other Expenses.1

“PROPERTY TAXES $141”

Other Assets.1010

“Inventories - Beginning $4326 Inventories - Ending $4326”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $6800 Payable to Officers, Directors, Etc. - Ending $1800”

Raw XML Appendix164 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/TitleTxt0Director
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052699
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Joki
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN MONO HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770053500
ReturnHeader/Filer/PhoneNum07609346918
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ReturnHeader/Filer/USAddress/CityNm0MAMMOTH LAKES
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ReturnHeader/Filer/USAddress/ZIPCd093546
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831240699
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ReturnHeader/PreparerPersonGrp/PhoneNum07608735800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kyle Spiewak CPA
ReturnHeader/ReturnTs02025-03-06T15:19:27-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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