Civic Intelligence

Templeton Historical Museum Society

EIN 77-0237578 • 501(c)3 • Templeton, CA

Profile

To preserve historical information and artifacts of the community.

PO Box 788Templeton, CA 93465

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,046,533

Up $13,109 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$1,046,533

Up $13,109 (+1.3%) from 2019

Operations
Liabilities / Revenue20th percentileNet Margin82nd percentile

Revenue

Up

$22,182

Up $8,836 (+66%) from 2019

Expenses

Down

$12,677

Down $2,180 (-15%) from 2019

Net Income

Up

$9,505

Up $11,016 (+729%) from 2019

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $653,798Liabilities 2011: $0Net Assets 2011: $653,7982011Assets 2012: $746,683Liabilities 2012: $0Net Assets 2012: $746,6832012Assets 2013: $627,005Liabilities 2013: $0Net Assets 2013: $627,0052013Assets 2014: $973,719Liabilities 2014: $0Net Assets 2014: $973,7192014Assets 2015: $964,923Liabilities 2015: $0Net Assets 2015: $964,9232015Assets 2016: $919,898Liabilities 2016: $0Net Assets 2016: $919,8982016Assets 2017: $968,583Liabilities 2017: $0Net Assets 2017: $968,5832017Assets 2018: $987,742Liabilities 2018: $0Net Assets 2018: $987,7422018Assets 2019: $1,033,424Liabilities 2019: $0Net Assets 2019: $1,033,4242019Assets 2020: $1,046,533Liabilities 2020: $0Net Assets 2020: $1,046,5332020

Highlighted filing

2020

Assets$1,046,533
Liabilities$0
Net Assets$1,046,533
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2011: $2,090Expenses 2011: $12,505Net Income 2011: -$10,4152011Revenue 2012: $32,266Expenses 2012: $16,354Net Income 2012: $15,9122012Revenue 2013: $27,363Expenses 2013: $14,154Net Income 2013: $13,2092013Revenue 2014: $13,432Expenses 2014: $11,205Net Income 2014: $2,2272014Revenue 2015: $31,652Expenses 2015: $28,105Net Income 2015: $3,5472015Revenue 2016: $22,100Expenses 2016: $16,695Net Income 2016: $5,4052016Revenue 2017: $19,904Expenses 2017: $11,649Net Income 2017: $8,2552017Revenue 2018: $5,200Expenses 2018: $9,480Net Income 2018: -$4,2802018Revenue 2019: $13,346Expenses 2019: $14,857Net Income 2019: -$1,5112019Revenue 2020: $22,182Expenses 2020: $12,677Net Income 2020: $9,5052020

Highlighted filing

2020

Revenue$22,182
Expenses$12,677
Net Income$9,505
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,046,533
Liabilities
$0
Net assets
$1,046,533
Revenue
$22,182
Expenses
$12,677
Net income
$9,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.02$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.01$0.01$0.00
2018Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.01$0.01$0.00
2017Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.02$0.01$0.01
2016Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.02$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.03$0.03$0.00
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.01$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.03$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.03$0.02$0.02
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 7, 2022
Return Version
2020v4.0
Gross Receipts
$22,182
Mission and Program Overview

Mission

The Templeton Historical Museum Society exists to inspire, educate, and preserve local history by engaging the community and fostering appreciation for the past.

To preserve historical information and artifacts of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,033,424$1,046,533▲ $13,109
Land, Buildings, and Equipment, Net$583,173$583,173→ $0
Savings and Temporary Cash Investments$421,315$429,002▲ $7,687
Cash and Non-Interest-Bearing Accounts$5,005$14,378▲ $9,373
Inventories for Sale or Use$3,951$0▼ $3,951
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,033,424$1,046,533▲ $13,109
Other Assets Total$19,980$19,980→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,033,424$1,046,533▲ $13,109
Total Liabilities and Net Assets / Fund Balance$1,033,424$1,046,533▲ $13,109

Asset Categories

AssetBook ValueDepreciationBasis
Land$361,886-$361,886
Buildings$221,287-$221,287
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Greg O'SullivanChairman
Steve VizeSecretary
John HoopesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,182
Program Service Revenue
$0
Investment Income
$8,000
Other Revenue
$0
All Other Contributions
$10,958
Change in Net Assets
$9,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,677
Total Fundraising Expense$166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$357$1,599$166$2,122
Other Expenses$1,453$1,305-$1,305
Advertising-$507-$507
Fees for Services Accounting-$302-$302
Office Expenses-$186-$186
Conferences and Meetings-$24-$24
Total Functional Expenses$1,810$10,701$166$12,677
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Templeton Historical Museum Society
EIN
77-0237578
Phone
8054349366
Address
PO Box 788, Templeton, CA 93465

Signing Officer

Name
John Hoopes
Title
Treasurer
Signed
2022-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg O'Sullivan
Formed
1989
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Larry M Jordan CPA
Address
65 S Main St 104, Templeton, CA 93465
Preparer
Larry M Jordan
Phone
8054345095
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Advertising & Promotion: Column (A) - Total = $362; Column (B) - Program Services = $0; Column (C) - Management & General = $362; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Automobile Expense: Column (A) - Total = $347; Column (B) - Program Services = $0; Column (C) - Management & General = $347; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Docent Suppl,ies: Column (A) - Total = $357; Column (B) - Program Services = $357; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Merchandise: Column (A) - Total = $166; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $166”

Form 990, Part IX, Line 24E: Other Expenses

“Museum Expense: Column (A) - Total = $597; Column (B) - Program Services = $0; Column (C) - Management & General = $597; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Wall of Honor: Column (A) - Total = $293; Column (B) - Program Services = $0; Column (C) - Management & General = $293; Column (D) - Fundraising = $0”

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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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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013093
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01234
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027165
IRS990ScheduleA/TotalSupportAmt064282
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0221287
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0221287
IRS990ScheduleD/LandGrp/BookValueAmt0361886
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0361886
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0583173
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising & Promotion: Column (A) - Total = $362; Column (B) - Program Services = $0; Column (C) - Management & General = $362; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Automobile Expense: Column (A) - Total = $347; Column (B) - Program Services = $0; Column (C) - Management & General = $347; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Docent Suppl,ies: Column (A) - Total = $357; Column (B) - Program Services = $357; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Merchandise: Column (A) - Total = $166; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Museum Expense: Column (A) - Total = $597; Column (B) - Program Services = $0; Column (C) - Management & General = $597; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Wall of Honor: Column (A) - Total = $293; Column (B) - Program Services = $0; Column (C) - Management & General = $293; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01033424
IRS990/TotalAssetsEOYAmt01046533
IRS990/TotalAssetsGrp/BOYAmt01033424
IRS990/TotalAssetsGrp/EOYAmt01046533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt014182
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0166
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010701
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01810
IRS990/TotalFunctionalExpensesGrp/TotalAmt012677
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01033424
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01046533
IRS990/TotalProgramServiceExpensesAmt01810
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022182
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01033424
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01046533
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 788
IRS990/USAddress/CityNm0Templeton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093465
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Hoopes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Templeton Historical Museum Society
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0770237578
ReturnHeader/Filer/PhoneNum08054349366
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 788
ReturnHeader/Filer/USAddress/CityNm0Templeton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953773586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry M Jordan CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt065 S Main St 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Templeton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093465
ReturnHeader/PreparerPersonGrp/PhoneNum08054345095
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry M Jordan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-07T11:38:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hoopes
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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