Civic Intelligence

Three Rivers Historical Society

990EZ • Fiscal year 2021 • EIN 77-0308206

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

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

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.17x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

50th percentile

5.4%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$469,031

Up $24,024 (+5.4%) from 2020

Net Assets

Up

$397,998

Up $26,671 (+7.2%) from 2020

Liabilities

Down

$71,033

Down $2,647 (-3.6%) from 2020

Revenue

Up

$60,616

Up $20,188 (+50%) from 2020

Expenses

Up

$33,945

Up $230 (+0.7%) from 2020

Net Income

Up

$26,671

Up $19,958 (+297%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$469,031
Liabilities$71,033
Net Assets$397,998

Operations Trend

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

2021

Revenue$60,616
Expenses$33,945
Net Income$26,671
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$62,088
Mission and Program Overview

Mission

Historical Society and Museum

Program Services

DescriptionGrantsExpenses
GIFT SHOP TO SUPPORT OPERATIONAL COSTS OF MUSEUM AND VISTOR CENTER--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS MARSHALLBoard PresidentPT$0--
RHONDA MARSHALLDirector-$0--
NANCY BRUNSONVice PresidentPT$0--
SUSAN WOLFFDirectorPT$0--
JOHN CRAINDirectorPT$0--
ROBERT BURKEDirectorPT$0--
JACKIE TUTTLESecretary/TreasPT$0--
KIMBERLY KAULINGDirector-$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
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Palmer Perry & Company
Address
303 E CALDWELL AVE, VISALIA, CA 93277
Preparer
Beth M Perry
Phone
5596276142
Supplemental Narrative

Additional Explanations

Other Revenue.1

REIMB. EXP. INC. $1200

Other Expenses.1001

Advertising and Promotion $-54

Other Expenses.1002

Office Expenses $359

Other Expenses.1

Int Expense $5192

Other Expenses.2

Equipment Lease/Maintenance $2525

Other Expenses.3

BAHWELL DITCH $1020

Other Expenses.4

Operational Expenses $613

Other Expenses.5

SQUARE FEES $309

Other Expenses.7

Misc Expense $79

Other Expenses.8

Personal Property Tax $63

Other Expenses.9

Auto Expense $51

Other Expenses.10

Supplies $32

Other Assets.1010

Inventories - Beginning $4373 Inventories - Ending $4373

Other Assets.2

SUPPLIES ON HAND - Beginning $100 SUPPLIES ON HAND - Ending $100

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $945 Accounts Payable and Accrued Expenses - Ending $257

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $72735 Secured Mortgages and Notes Payable - Ending $70776

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMB. EXP. INC. $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $-54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $359
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-11-03T09:10:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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