Civic Intelligence

Three Rivers Historical Society

990EZ • Fiscal year 2019 • EIN 77-0308206

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

Organization Profile3rmuseum.org
PO Box 162Three Rivers, CA 93271

(559) 561-2707

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.17x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

2.10x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$434,156

Up $11,019 (+2.6%) from 2018

Net Assets

$359,275

No earlier filing loaded for comparison.

Liabilities

Down

$74,881

Down $2,592 (-3.3%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin63rd percentile

Revenue

Down

$35,610

Down $27,806 (-44%) from 2018

Expenses

Up

$31,999

Up $5,191 (+19%) from 2018

Net Income

Down

$3,611

Down $32,997 (-90%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2017: $403,683Liabilities 2017: $84,6282017Assets 2018: $423,137Liabilities 2018: $77,4732018Assets 2019: $434,156Liabilities 2019: $74,881Net Assets 2019: $359,2752019Assets 2020: $445,007Liabilities 2020: $73,680Net Assets 2020: $371,3272020Assets 2021: $469,031Liabilities 2021: $71,033Net Assets 2021: $397,9982021Assets 2022: $466,325Liabilities 2022: $69,686Net Assets 2022: $396,6392022Assets 2023: $476,776Liabilities 2023: $67,383Net Assets 2023: $409,3932023Assets 2024: $472,845Liabilities 2024: $65,374Net Assets 2024: $407,4712024Assets 2025: $470,925Liabilities 2025: $63,475Net Assets 2025: $407,4502025

Highlighted filing

2019

Assets$434,156
Liabilities$74,881
Net Assets$359,275
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2017: $151,044Expenses 2017: $27,852Net Income 2017: $123,1922017Revenue 2018: $63,416Expenses 2018: $26,808Net Income 2018: $36,6082018Revenue 2019: $35,610Expenses 2019: $31,999Net Income 2019: $3,6112019Revenue 2020: $40,428Expenses 2020: $33,715Net Income 2020: $6,7132020Revenue 2021: $60,616Expenses 2021: $33,945Net Income 2021: $26,6712021Revenue 2022: $39,439Expenses 2022: $40,798Net Income 2022: -$1,3592022Revenue 2023: $51,246Expenses 2023: $38,492Net Income 2023: $12,7542023Revenue 2024: $45,453Expenses 2024: $47,375Net Income 2024: -$1,9222024Revenue 2025: $56,495Expenses 2025: $56,516Net Income 2025: -$212025

Highlighted filing

2019

Revenue$35,610
Expenses$31,999
Net Income$3,611
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$51,978
Mission and Program Overview

Mission

Historical Society and Museum

Program Services

DescriptionGrantsExpenses
GIFT SHOP TO SUPPORT OPERATIONAL COSTS OF MUSEUM AND VISTOR CENTER$6,399-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MARSHALLBoard PresidentPT$0--
RHONDA MARSHALLSec/TreasurerPT$0--
NANCY BRUNSONVice PresidentPT$0--
SUSAN WOLFFDirectorPT$0--
JOHN CRAINDirectorPT$0--
ROBERT BURKEDirectorPT$0--
JACKIE TUTTLEDirectorPT$0--
KIMBERLY KAULINGDirector-$0--
LOUISE JACKSONDirector-$0--
DARYL BRUNSDirectorPT$0--
JULIE BRUNSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Three Rivers Historical Society
EIN
77-0308206
Phone
5595612707
Address
PO BOX 162, THREE RIVERS, CA 93271

Signing Officer

Name
Thomas Marshall
Title
President
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kevin J Palmer & Co
Address
303 E CALDWELL AVE, VISALIA, CA 93277-7607
Preparer
Kevin J Palmer
Phone
5596276142
Supplemental Narrative

Additional Explanations

Other Revenue.1

“REIMB. EXP. INC. $1241”

Other Expenses.1

“Int Expense $4159”

Other Expenses.2

“Supplies $3453”

Other Expenses.3

“Sales Tax $957”

Other Expenses.4

“Auto Expense $761”

Other Expenses.6

“Misc Expense $718”

Other Expenses.7

“Software $181”

Other Expenses.8

“Personal Property Tax $63”

Other Assets.1010

“Inventories - Beginning $4373 Inventories - Ending $4373”

Other Assets.1

“PREPAID COSTS HDF - Beginning $259 PREPAID COSTS HDF - Ending $0”

Other Assets.2

“SUPPLIES ON HAND - Beginning $0 SUPPLIES ON HAND - Ending $100”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $77473 Secured Mortgages and Notes Payable - Ending $74881”

Raw XML Appendix232 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/PersonNm6JACKIE TUTTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLY KAULING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOUISE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DARYL BRUNS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SEC/TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04632
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04473
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt0735
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06399
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt029875
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMB. EXP. INC. $1241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Int Expense $4159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies $3453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sales Tax $957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auto Expense $761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Misc Expense $718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Personal Property Tax $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $4373 Inventories - Ending $4373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PREPAID COSTS HDF - Beginning $259 PREPAID COSTS HDF - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES ON HAND - Beginning $0 SUPPLIES ON HAND - Ending $100
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1007
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THREE RIVERS HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0THRE
ReturnHeader/Filer/EIN0770308206
ReturnHeader/Filer/PhoneNum05595612707
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 162
ReturnHeader/Filer/USAddress/CityNm0THREE RIVERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093271
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770328300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN J PALMER & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0303 E CALDWELL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VISALIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0932777607
ReturnHeader/PreparerPersonGrp/PhoneNum05596276142
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J PALMER
ReturnHeader/ReturnTs02019-11-14T14:42:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,156
Liabilities
$74,881
Net assets
$359,275
Revenue
$35,610
Expenses
$31,999
Net income
$3,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.71$0.63$4.07$0.56$0.57$0.00
2024Detailed filing. Detailed filing data is available for this year.$4.73$0.65$4.07$0.45$0.47$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.67$4.09$0.51$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.66$0.70$3.97$0.39$0.41$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.69$0.71$3.98$0.61$0.34$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.74$3.71$0.40$0.34$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.75$3.59$0.36$0.32$0.04
2018Summary only. Only limited summary data is available for this year.$4.23$0.77$0.63$0.27$0.37
2017Summary only. Only limited summary data is available for this year.$4.04$0.85$1.51$0.28$1.23