Civic Intelligence

Three Rivers Historical Society

990EZ • Fiscal year 2023 • EIN 77-0308206

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 13, 2023

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

0.14x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

1.31x

Higher debt load relative to revenue than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

30%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$476,776

Up $10,451 (+2.2%) from 2022

Net Assets

Up

$409,393

Up $12,754 (+3.2%) from 2022

Liabilities

Down

$67,383

Down $2,303 (-3.3%) from 2022

Revenue

Up

$51,246

Up $11,807 (+30%) from 2022

Expenses

Down

$38,492

Down $2,306 (-5.7%) from 2022

Net Income

Up

$12,754

Up $14,113 (+1038%) from 2022

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

2023

Assets$476,776
Liabilities$67,383
Net Assets$409,393

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

2023

Revenue$51,246
Expenses$38,492
Net Income$12,754
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 13, 2023
Return Version
2022v5.0
Gross Receipts
$62,041
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 MARSHALLDirectorPT$0--
EUGENE RIEPINGDirectorPT$0--
NANCY BRUNSONPresidentPT$0--
SUSAN WOLFFDirectorPT$0--
JOHN CRAINDirectorPT$0--
ROBERT BURKEDirectorPT$0--
JACLYN 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
Nancy Brunson
Title
President
Signed
2023-09-13
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. $1076

Other Expenses.1002

Office Expenses $931

Other Expenses.1008

Interest $4887

Other Expenses.1009

Depreciation $162

Other Expenses.1012

Insurance $5444

Other Expenses.1

Equipment Lease/Maintenance $1841

Other Expenses.2

Operational Expenses $1076

Other Expenses.3

BAHWELL DITCH $600

Other Expenses.4

Personal Property Tax $63

Other Expenses.5

Telephone $51

Other Expenses.6

Misc Expense $22

Other Assets.1010

Inventories - Beginning $4373 Inventories - Ending $4373

Other Assets.2

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

Other Assets.3

UNDEPOSITED FUNDS - Beginning $0 UNDEPOSITED FUNDS - Ending $245

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1016 Accounts Payable and Accrued Expenses - Ending $977

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $68670 Secured Mortgages and Notes Payable - Ending $66406

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