Civic Intelligence

Turlock Historical Society

EIN 77-0413888 • 501(c)3 • Turlock, CA

Profile

To preserve and share turlock history

PO Box 18Turlock, CA 95381

turlockhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

3.9%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

32%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$797,142

Up $29,835 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$797,142

Up $29,835 (+3.9%) from 2023

Revenue

Up

$35,673

Up $8,614 (+32%) from 2023

Expenses

Up

$48,640

Up $3,447 (+7.6%) from 2023

Net Income

Up

-$12,967

Up $5,167 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $466,105Liabilities 2011: $702011Assets 2012: $467,244Liabilities 2012: $1102012Assets 2013: $454,865Liabilities 2013: $1092013Assets 2014: $456,295Liabilities 2014: $254Net Assets 2014: $456,0412014Assets 2015: $461,721Liabilities 2015: $64Net Assets 2015: $461,6572015Assets 2016: $446,991Liabilities 2016: $352016Assets 2017: $468,341Liabilities 2017: $02017Assets 2018: $466,156Liabilities 2018: $02018Assets 2019: $454,856Liabilities 2019: $02019Assets 2020: $480,747Liabilities 2020: $02020Assets 2021: $792,864Liabilities 2021: $0Net Assets 2021: $792,8642021Assets 2022: $747,543Liabilities 2022: $0Net Assets 2022: $747,5432022Assets 2023: $767,307Liabilities 2023: $0Net Assets 2023: $767,3072023Assets 2024: $797,142Liabilities 2024: $0Net Assets 2024: $797,1422024

Highlighted filing

2024

Assets$797,142
Liabilities$0
Net Assets$797,142

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $25,096Expenses 2011: $26,713Net Income 2011: -$1,6172011Revenue 2012: $26,902Expenses 2012: $25,803Net Income 2012: $1,0992012Revenue 2013: $18,472Expenses 2013: $30,850Net Income 2013: -$12,3782013Revenue 2014: $25,915Expenses 2014: $24,630Net Income 2014: $1,2852014Revenue 2015: $29,198Expenses 2015: $23,582Net Income 2015: $5,6162015Revenue 2016: $11,043Expenses 2016: $25,744Net Income 2016: -$14,7012016Revenue 2017: $36,805Expenses 2017: $15,180Net Income 2017: $21,6252017Revenue 2018: $21,711Expenses 2018: $16,027Net Income 2018: $5,6842018Revenue 2019: $107,946Expenses 2019: $31,936Net Income 2019: $76,0102019Revenue 2020: $52,985Expenses 2020: $27,138Net Income 2020: $25,8472020Revenue 2021: $340,777Expenses 2021: $28,660Net Income 2021: $312,1172021Revenue 2022: $23,421Expenses 2022: $21,385Net Income 2022: $2,0362022Revenue 2023: $27,059Expenses 2023: $45,193Net Income 2023: -$18,1342023Revenue 2024: $35,673Expenses 2024: $48,640Net Income 2024: -$12,9672024

Highlighted filing

2024

Revenue$35,673
Expenses$48,640
Net Income-$12,967

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.36$0.49$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.27$0.45$0.18
2022Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.23$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$3.41$0.29$3.12
2020Summary only. Only limited summary data is available for this year.$4.81$0.00$0.53$0.27$0.26
2019Summary only. Only limited summary data is available for this year.$4.55$0.00$1.08$0.32$0.76
2018Summary only. Only limited summary data is available for this year.$4.66$0.00$0.22$0.16$0.06
2017Summary only. Only limited summary data is available for this year.$4.68$0.00$0.37$0.15$0.22
2016Summary only. Only limited summary data is available for this year.$4.47$0.00$0.11$0.26$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.29$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.26$0.25$0.01
2013Summary only. Only limited summary data is available for this year.$4.55$0.00$0.18$0.31$0.12
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.27$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$4.66$0.00$0.25$0.27$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$35,673
Mission and Program Overview

Mission

To preserve and share turlock history

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$282,236$527,979▲ $245,743
Land, Buildings, and Equipment, Net$131,563$131,563→ $0
Savings and Temporary Cash Investments$338,835$126,983▼ $211,852
Cash and Non-Interest-Bearing Accounts$14,673$10,617▼ $4,056
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$767,307$797,142▲ $29,835
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$767,307$797,142▲ $29,835
Total Net Assets Fund Balance$767,307$797,142▲ $29,835
Total Liabilities and Net Assets / Fund Balance$767,307$797,142▲ $29,835

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$111,080-$111,080
Equipment$20,483-$20,483
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill FerrieraPresident
Scott AthertonVice President
Bonnie PachecoBoard Member
Brent BohlenderBoard Member
John LazarBoard Member
Lori JohnsonBoard Member
Lorna SchmidtBoard Member
Marvin ScottBoard Member
Mike EverettBoard Member
Sue PetersSecretary
Lori SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$32,524
Program Service Revenue
$0
Investment Income
$3,149
Other Revenue
$0
All Other Contributions
$7,650
Change in Net Assets
$-12,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$9,690--$9,690
Occupancy$6,910--$6,910
Other Expenses$2,498--$2,498
Fees for Services Accounting-$1,198-$1,198
All Other Expenses$256--$256
Total Functional Expenses$47,442$1,198$0$48,640
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
Yes
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

AVAILABLE ON REQUEST

Filing and Contact Details

Filer

Filer Name
Turlock Historical Society
EIN
77-0413888
Phone
2096687386
Address
PO BOX 18, TURLOCK, CA 95381

Signing Officer

Name
Lori Smith
Title
Treasurer
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Firm
Hillberg & Co CPAs
Address
415 Mitchell Ave, Turlock, CA 95380
Preparer
Robert Hillberg CPA
Phone
2096672406
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126983
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IRS990/UponRequestInd0X
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TURLOCK HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TURL
ReturnHeader/Filer/EIN0770413888
ReturnHeader/Filer/PhoneNum02096687386
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18
ReturnHeader/Filer/USAddress/CityNm0TURLOCK
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