Civic Intelligence

Pearl Chase Society

990EZ • Fiscal year 2014 • EIN 77-0474251

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 09, 2015

Organization ProfilePEARLCHASESOCIETY.ORG
PO Box 9212193190

(805) 682-4415

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$261,370

Flat from 2014

Net Assets

$261,370

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Flat

$49,369

Flat from 2014

Expenses

Flat

$16,280

Flat from 2014

Net Income

Flat

$33,089

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$300K$200K$100K$0Assets 2010: $207,942Net Assets 2010: $207,9422010Assets 2011: $213,340Net Assets 2011: $213,3402011Assets 2012: $260,704Net Assets 2012: $260,7042012Assets 2013: $228,281Net Assets 2013: $228,2812013Assets 2014: $261,370Net Assets 2014: $261,3702014Assets 2014: $261,370Liabilities 2014: $02014Assets 2015: $230,388Net Assets 2015: $230,3882015Assets 2016: $238,511Net Assets 2016: $238,5112016Assets 2017: $234,013Liabilities 2017: $0Net Assets 2017: $234,0132017Assets 2018: $246,735Liabilities 2018: $0Net Assets 2018: $246,7352018Assets 2019: $223,137Net Assets 2019: $223,1372019Assets 2020: $229,752Liabilities 2020: $02020Assets 2021: $221,857Liabilities 2021: $0Net Assets 2021: $221,8572021Assets 2022: $205,678Liabilities 2022: $0Net Assets 2022: $205,6782022Assets 2023: $177,290Liabilities 2023: $0Net Assets 2023: $177,2902023Assets 2024: $184,962Liabilities 2024: $0Net Assets 2024: $184,9622024

Highlighted filing

2014

Assets$261,370
Liabilities-
Net Assets$261,370
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$100K$50K$0-$50KRevenue 2010: $27,764Expenses 2010: $35,252Net Income 2010: -$7,4882010Revenue 2011: $42,475Expenses 2011: $37,059Net Income 2011: $5,4162011Revenue 2012: $84,359Expenses 2012: $36,995Net Income 2012: $47,3642012Revenue 2013: $38,080Expenses 2013: $70,503Net Income 2013: -$32,4232013Revenue 2014: $49,369Expenses 2014: $16,280Net Income 2014: $33,0892014Revenue 2014: $49,369Expenses 2014: $16,280Net Income 2014: $33,0892014Revenue 2015: $19,310Expenses 2015: $50,292Net Income 2015: -$30,9822015Revenue 2016: $59,269Expenses 2016: $51,146Net Income 2016: $8,1232016Revenue 2017: $23,806Expenses 2017: $28,304Net Income 2017: -$4,4982017Revenue 2018: $46,422Expenses 2018: $33,700Net Income 2018: $12,7222018Revenue 2019: $9,295Expenses 2019: $32,893Net Income 2019: -$23,5982019Revenue 2020: $17,015Expenses 2020: $12,163Net Income 2020: $4,8522020Revenue 2021: $24,820Expenses 2021: $41,153Net Income 2021: -$16,3332021Revenue 2022: $20,477Expenses 2022: $28,748Net Income 2022: -$8,2712022Revenue 2023: $8,650Expenses 2023: $37,930Net Income 2023: -$29,2802023Revenue 2024: $23,419Expenses 2024: $22,275Net Income 2024: $1,1442024

Highlighted filing

2014

Revenue$49,369
Expenses$16,280
Net Income$33,089
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 9, 2015
Return Version
2013v4.0
Gross Receipts
$84,820
Mission and Program Overview

Mission

The society publishes a newsletter to promote the preservation of historic sites

HISTORIC PRESERVATION

Program Services

DescriptionGrantsExpenses
THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES$3,678-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTI OTTOBONIHistorian-$0--
MAUREEN MASSONMembership CHR-$0--
BARBARA LOWENTHALPresident-$0--
KELLAM DE FORESTDirector-$0--
SUSAN ADAMSTreasurer-$0--
KITTY PERIDirector-$0--
ROBERT BURTNESSDirector-$0--
STEVE CROZIERDirector-$0--
LISA LUNSFORDDirector-$0--
MARTY BLUMDirector-$0--
BARBARA BOYDSecretary-$0--
STEVE DOWTYVice President-$0--
DALE FRANCISCODirector-$0--
S KRISTINA W FOSSDirector-$0--
JENNIFER STROHDirector-$0--
ERIK DAVISDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$66,376$53,596$34,618$18,978
Total Events$66,376$53,596$35,451$18,145
Filing and Contact Details

Filer

EIN
77-0474251
Phone
8056824415

Signing Officer

Name
Susan Adams
Title
Secretary
Signed
2015-02-09
Discuss with paid preparer
Yes

Preparer

Preparer
David L Peri
Phone
8055631049
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2415”

Other Expenses.1

“CONTRACT SERVICES $2630”

Other Expenses.2

“STORAGE $2499”

Other Expenses.4

“TELEPHONE $225”

Other Expenses.5

“MISCELLANEOUS $150”

Other Expenses.7

“BANK SERVICE GHARGES $34”

Other Expenses.8

“LICENSES & FEES $20”

Raw XML Appendix215 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/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTI OTTOBONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAUREEN MASSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLAM DE FOREST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KITTY PERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT BURTNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE CROZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LISA LUNSFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARTY BLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARBARA BOYD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DALE FRANCISCO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15ERIK DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP CHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07973
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORIC PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt01445
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03678
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt018145
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016280
IRS990EZ/TotalProgramServiceExpensesAmt03678
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0http://PEARLCHASESOCIETY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0155992
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt077
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01208
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt097
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02910
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83610
IRS990ScheduleA/PublicSupportPY170Pct00.83040
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IRS990ScheduleA/SubstantialContributorsTotAmt023925
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027063
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0155992
IRS990ScheduleA/TotalSupportAmt0157958
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053596
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0HISTORIC HOME TOURS
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018145
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034618
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034618
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0833
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRACT SERVICES $2630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STORAGE $2499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK SERVICE GHARGES $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & FEES $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.8
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10PEARL CHASE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0PEAR
ReturnHeader/Filer/EIN0770474251
ReturnHeader/Filer/PhoneNum08056824415
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 92121
ReturnHeader/Filer/USAddress/City0SANTA BARBARA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PERI & ALVARADO CPAs INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10360 S HOPE AVENUE SUITE C300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode093105
ReturnHeader/PreparerPersonGrp/PhoneNum08055631049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L PERI
ReturnHeader/ReturnTs02015-02-11T09:05:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,370
Liabilities
-
Net assets
$261,370
Revenue
$49,369
Expenses
$16,280
Net income
$33,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.23$0.22$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.09$0.38$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.20$0.29$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.25$0.41$0.16
2020Summary only. Only limited summary data is available for this year.$2.30$0.00$0.17$0.12$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.23$2.23$0.09$0.33$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.46$0.34$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.24$0.28$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.59$0.51$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.19$0.50$0.31
2014Detailed filing. Detailed filing data is available for this year.$2.61$2.61$0.49$0.16$0.33
2014Summary only. Only limited summary data is available for this year.$2.61$0.00$0.49$0.16$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$2.28$0.38$0.71$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$2.61$0.84$0.37$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$2.13$0.42$0.37$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.08$0.28$0.35$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits