Civic Intelligence

Kern County Scottish Society Inc

EIN 77-0491367 • 501(c)3 • Bakersfield, CA

Profile

Educate public on scottish history

PO Box 41202Bakersfield, CA 93384
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

-0.7%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$13,018

Down $133 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$13,018

Down $133 (-1.0%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Down

$19,893

Down $148 (-0.7%) from 2023

Expenses

Up

$20,026

Up $1,764 (+9.7%) from 2023

Net Income

Down

-$133

Down $1,912 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $3,900Liabilities 2011: $02011Assets 2012: $8,737Liabilities 2012: $02012Assets 2013: $17,332Liabilities 2013: $02013Assets 2014: $7,408Liabilities 2014: $02014Assets 2015: $11,483Liabilities 2015: $02015Assets 2016: $3,805Liabilities 2016: $1,9972016Assets 2017: $1,862Liabilities 2017: $02017Assets 2018: $2,928Liabilities 2018: $02018Assets 2019: $17,480Liabilities 2019: $02019Assets 2020: $13,791Liabilities 2020: $02020Assets 2021: $6,996Liabilities 2021: $0Net Assets 2021: $6,9962021Assets 2022: $11,372Liabilities 2022: $0Net Assets 2022: $11,3722022Assets 2023: $13,151Liabilities 2023: $0Net Assets 2023: $13,1512023Assets 2024: $13,018Liabilities 2024: $0Net Assets 2024: $13,0182024

Highlighted filing

2024

Assets$13,018
Liabilities$0
Net Assets$13,018
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $11,454Expenses 2011: $13,290Net Income 2011: -$1,8362011Revenue 2012: $22,489Expenses 2012: $17,652Net Income 2012: $4,8372012Revenue 2013: $23,171Expenses 2013: $14,576Net Income 2013: $8,5952013Revenue 2014: $9,443Expenses 2014: $19,367Net Income 2014: -$9,9242014Revenue 2015: $8,454Expenses 2015: $4,379Net Income 2015: $4,0752015Revenue 2016: $13,307Expenses 2016: $22,982Net Income 2016: -$9,6752016Revenue 2017: $15,401Expenses 2017: $15,347Net Income 2017: $542017Revenue 2018: $19,064Expenses 2018: $17,998Net Income 2018: $1,0662018Revenue 2019: $24,490Expenses 2019: $9,938Net Income 2019: $14,5522019Revenue 2020: $3,971Expenses 2020: $7,660Net Income 2020: -$3,6892020Revenue 2021: $2,784Expenses 2021: $9,579Net Income 2021: -$6,7952021Revenue 2022: $14,128Expenses 2022: $9,752Net Income 2022: $4,3762022Revenue 2023: $20,041Expenses 2023: $18,262Net Income 2023: $1,7792023Revenue 2024: $19,893Expenses 2024: $20,026Net Income 2024: -$1332024

Highlighted filing

2024

Revenue$19,893
Expenses$20,026
Net Income-$133
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,018
Liabilities
$0
Net assets
$13,018
Revenue
$19,893
Expenses
$20,026
Net income
-$133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$19.9$20.0$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$20.0$18.3$1.78
2022Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$14.1$9.75$4.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$2.78$9.58$6.80
2020Summary only. Only limited summary data is available for this year.$13.8$0.00$3.97$7.66$3.69
2019Summary only. Only limited summary data is available for this year.$17.5$0.00$24.5$9.94$14.6
2018Summary only. Only limited summary data is available for this year.$2.93$0.00$19.1$18.0$1.07
2017Summary only. Only limited summary data is available for this year.$1.86$0.00$15.4$15.3$0.05
2016Summary only. Only limited summary data is available for this year.$3.81$2.00$13.3$23.0$9.68
2015Summary only. Only limited summary data is available for this year.$11.5$0.00$8.45$4.38$4.08
2014Summary only. Only limited summary data is available for this year.$7.41$0.00$9.44$19.4$9.92
2013Summary only. Only limited summary data is available for this year.$17.3$0.00$23.2$14.6$8.60
2012Summary only. Only limited summary data is available for this year.$8.74$0.00$22.5$17.7$4.84
2011Summary only. Only limited summary data is available for this year.$3.90$0.00$11.5$13.3$1.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$69,635
Mission and Program Overview

Mission

Educate public on scottish history

Program Services

DescriptionGrantsExpenses
SCOTTISH GAMES AND CELTIC FESTIVALONE DAY EVENTS FOR SCOTTISH CULTURE HISTORY AND GENEALOGY$69,635$69,498
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MARSHALLPresident & ChieftainPT$0--
GARY LOCKHARTVice ChieftainPT$0--
HOLLY NELSONTreasurerPT$0--
JAN LOCKHARTSecretaryPT$0--
TED NELSONBoard MemberPT$0--
RON PALMERBoard MemberPT$0--
KELLY PALMERBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Kern County Scottish Society Inc
EIN
77-0491367
In Care Of
% BRUCE MARSHALL
Phone
6612041882
Address
PO BOX 41202, BAKERSFIELD, CA 93384

Signing Officer

Name
Bruce Marshall
Title
President
Phone
6612041882
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rex A Phinney CPA
Address
3521 Allen Road Suite 104, Bakersfield, CA 93314
Preparer
Rex Phinney
Phone
6616956663
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMARKETING AND ADVERTISING 550BANK FEES 201INSURANCE 2,473SUPPLIES 1,073STORAGE 2,133TELEPHONE 729OTHER EXPENSES 2,829TAXES LICENSE AND PERMITS 421REFUNDS 100EVENT EXPENSE 9,092”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPREPAID EXPENSES 6,373 6,373”

Raw XML Appendix171 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093384
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06778
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069635
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-133
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013151
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013018
IRS990EZ/GrossReceiptsAmt069635
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013151
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013151
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRUCE MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY LOCKHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAN LOCKHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TED NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RON PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KELLY PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT & CHIEFTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHIEFTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06373
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06373
IRS990EZ/OtherExpensesTotalAmt019601
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATE PUBLIC ON SCOTTISH HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCOTTISH GAMES AND CELTIC FESTIVALONE DAY EVENTS FOR SCOTTISH CULTURE HISTORY AND GENEALOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt069635
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069498
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049742
IRS990EZ/SpecialEventsNetIncomeLossAmt0-49742
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020026
IRS990EZ/TotalProgramServiceExpensesAmt069498
IRS990EZ/TotalRevenueAmt019893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt069635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt067056
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt072023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07906
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222420
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07906
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMARKETING AND ADVERTISING 550BANK FEES 201INSURANCE 2,473SUPPLIES 1,073STORAGE 2,133TELEPHONE 729OTHER EXPENSES 2,829TAXES LICENSE AND PERMITS 421REFUNDS 100EVENT EXPENSE 9,092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPREPAID EXPENSES 6,373 6,373
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06612041882
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kern County Scottish Society Inc
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0770491367
ReturnHeader/Filer/InCareOfNm0% BRUCE MARSHALL
ReturnHeader/Filer/PhoneNum06612041882
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ReturnHeader/Filer/USAddress/CityNm0BAKERSFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093384
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274691253
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03521 Allen Road Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bakersfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093314
ReturnHeader/PreparerPersonGrp/PhoneNum06616956663
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REX PHINNEY
ReturnHeader/ReturnTs02025-11-13T13:13:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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