Civic Intelligence

Campbell Museum Foundation

990EZ • Fiscal year 2017 • EIN 77-0329429

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

51 N Central AveCampbell, CA 95008

(408) 866-2758

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

76th percentile

27%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-4.8%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$328,150

Up $69,432 (+27%) from 2016

Net Assets

Up

$327,029

Up $68,311 (+26%) from 2016

Liabilities

$1,121

No earlier filing loaded for comparison.

Revenue

Down

$55,999

Down $2,816 (-4.8%) from 2016

Expenses

Down

$22,402

Down $28,156 (-56%) from 2016

Net Income

Up

$33,597

Up $25,340 (+307%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $215,060Liabilities 2012: $02012Assets 2013: $220,022Net Assets 2013: $220,0222013Assets 2014: $250,778Net Assets 2014: $250,7782014Assets 2015: $264,971Net Assets 2015: $264,9712015Assets 2016: $258,718Net Assets 2016: $258,7182016Assets 2017: $328,150Liabilities 2017: $1,121Net Assets 2017: $327,0292017Assets 2018: $377,628Liabilities 2018: $522Net Assets 2018: $377,1062018Assets 2019: $436,270Liabilities 2019: $864Net Assets 2019: $435,4062019Assets 2020: $458,185Liabilities 2020: $52Net Assets 2020: $458,1332020Assets 2021: $485,877Liabilities 2021: $877Net Assets 2021: $485,0002021Assets 2022: $471,076Liabilities 2022: $1,055Net Assets 2022: $470,0212022Assets 2023: $491,939Liabilities 2023: $1,022Net Assets 2023: $490,9172023Assets 2024: $563,058Liabilities 2024: $3,423Net Assets 2024: $559,6352024

Highlighted filing

2017

Assets$328,150
Liabilities$1,121
Net Assets$327,029

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $57,210Expenses 2012: $84,780Net Income 2012: -$27,5702012Revenue 2013: $71,837Expenses 2013: $66,875Net Income 2013: $4,9622013Revenue 2014: $73,847Expenses 2014: $56,295Net Income 2014: $17,5522014Revenue 2015: $38,450Expenses 2015: $23,612Net Income 2015: $14,8382015Revenue 2016: $58,815Expenses 2016: $50,558Net Income 2016: $8,2572016Revenue 2017: $55,999Expenses 2017: $22,402Net Income 2017: $33,5972017Revenue 2018: $69,829Expenses 2018: $44,870Net Income 2018: $24,9592018Revenue 2019: $113,843Expenses 2019: $52,043Net Income 2019: $61,8002019Revenue 2020: $69,390Expenses 2020: $60,389Net Income 2020: $9,0012020Revenue 2021: $116,726Expenses 2021: $42,754Net Income 2021: $73,9722021Revenue 2022: $59,881Expenses 2022: $40,789Net Income 2022: $19,0922022Revenue 2023: $39,112Expenses 2023: $42,774Net Income 2023: -$3,6622023Revenue 2024: $69,173Expenses 2024: $45,862Net Income 2024: $23,3112024

Highlighted filing

2017

Revenue$55,999
Expenses$22,402
Net Income$33,597
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.0
Gross Receipts
$93,747
Mission and Program Overview

Mission

Promote and preserve the history of cambpell, california and santa clara valley

Program Services

DescriptionGrantsExpenses
Holiday Teas with Ainsley House tours$10,992-
Summer Concert Series$7,617-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE THOMPSONPresidentPT$0--
ARMIN JR MCKEEVice PresidentPT$0--
LAURA ROSESec/TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,469$52,469$18,609$33,860
Total Events$52,469$52,469$18,609$33,860
Filing and Contact Details

Filer

Filer Name
Campbell Museum Foundation
EIN
77-0329429
Phone
4088662758
Address
51 N Central Ave, Campbell, CA 95008

Signing Officer

Name
Laura Rose
Title
Sec/Treasurer
Signed
2018-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Waterman & Associates CPA
Address
1855 HAMILTON AVE STE 203, SAN JOSE, CA 95125
Preparer
Paul Resnikoff
Phone
4082658400
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $2800

Other Expenses.1012

Insurance $1722

Other Expenses.1

Grants and Scholarships $10117

Other Expenses.2

Merchant Fees $1625

Other Expenses.3

License and Taxes $1328

Other Expenses.4

Supplies $1032

Other Expenses.5

Bank service charges $175

Other Expenses.7

Internet $147

Other Expenses.8

Office $144

Other Expenses.9

Other Expenses $108

Other Expenses.10

Dues and Subscriptions $80

Other Expenses.11

Reconciliation $23

Other Assets.1

Cash in transit - Beginning $6794 Cash in transit - Ending $3464

Other Assets.2

Inventory - Beginning $16429 Inventory - Ending $20158

Other Assets.5

Furniture and Equipment - Beginning $2533 Furniture and Equipment - Ending $30162

Other Assets.6

Leasehold Improvements - Beginning $400 Leasehold Improvements - Ending $4277

Other Assets.7

Less Depreciation - Beginning $0 Less Depreciation - Ending $-2800

Total Liabilities.1

Current Liabilities - Beginning $0 Current Liabilities - Ending $1121

Raw XML Appendix189 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/BooksInCareOfDetail/USAddress/CityNm0Campbell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE THOMPSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAURA ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt034714
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IRS990EZ/PrintingPublicationsPostageAmt0169
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Summer Concert Series
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17617
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt033860
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.campbellmuseums.org
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07588
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt036587
IRS990ScheduleA/TotalSupportAmt094449
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018609
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052469
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018609
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018609
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $2800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grants and Scholarships $10117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Merchant Fees $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4License and Taxes $1328
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $1032
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank service charges $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Internet $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other Expenses $108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Dues and Subscriptions $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Reconciliation $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Cash in transit - Beginning $6794 Cash in transit - Ending $3464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Inventory - Beginning $16429 Inventory - Ending $20158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture and Equipment - Beginning $2533 Furniture and Equipment - Ending $30162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Leasehold Improvements - Beginning $400 Leasehold Improvements - Ending $4277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Less Depreciation - Beginning $0 Less Depreciation - Ending $-2800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Current Liabilities - Beginning $0 Current Liabilities - Ending $1121
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAMPBELL MUSEUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAMP
ReturnHeader/Filer/EIN0770329429
ReturnHeader/Filer/PhoneNum04088662758
ReturnHeader/Filer/USAddress/AddressLine1Txt051 N Central Ave
ReturnHeader/Filer/USAddress/CityNm0Campbell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATERMAN & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01855 HAMILTON AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095125
ReturnHeader/PreparerPersonGrp/PhoneNum04082658400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Resnikoff
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-12T13:34:11-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings