Civic Intelligence

Everett Museum of History

EIN 91-6058397 • 501(c)3 • Everett, WA

Profile

To connect the community with its heritage through educational exhibits, programs and events.

PO Box 5556Everett, WA 98206

www.everettmuseum.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

8.1%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$37,090

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-2.8%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,235,337

Up $13,158 (+0.3%) from 2023

Liabilities

Down

$1,546

Down $1,334 (-46%) from 2023

Net Assets

Up

$4,233,791

Up $14,492 (+0.3%) from 2023

Revenue

Down

$179,646

Down $5,108 (-2.8%) from 2023

Expenses

Down

$165,154

Down $7,685 (-4.4%) from 2023

Net Income

Up

$14,492

Up $2,577 (+22%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $0Liabilities 2011: $02011Assets 2018: $3,000,901Liabilities 2018: $4,639Net Assets 2018: $2,996,2622018Assets 2019: $2,855,673Liabilities 2019: $8,998Net Assets 2019: $2,846,6752019Assets 2020: $2,844,984Liabilities 2020: $3,014Net Assets 2020: $2,841,9702020Assets 2021: $3,354,898Liabilities 2021: $76,684Net Assets 2021: $3,278,2142021Assets 2022: $4,208,453Liabilities 2022: $1,069Net Assets 2022: $4,207,3842022Assets 2023: $4,222,179Liabilities 2023: $2,880Net Assets 2023: $4,219,2992023Assets 2024: $4,235,337Liabilities 2024: $1,546Net Assets 2024: $4,233,7912024

Highlighted filing

2024

Assets$4,235,337
Liabilities$1,546
Net Assets$4,233,791

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $14,921Expenses 2011: $14,275Net Income 2011: $6462011Revenue 2018: $3,025,689Expenses 2018: $58,900Net Income 2018: $2,966,7892018Revenue 2019: $143,401Expenses 2019: $212,689Net Income 2019: -$69,2882019Revenue 2020: $168,320Expenses 2020: $173,025Net Income 2020: -$4,7052020Revenue 2021: $543,455Expenses 2021: $107,211Net Income 2021: $436,2442021Revenue 2022: $1,094,915Expenses 2022: $165,745Net Income 2022: $929,1702022Revenue 2023: $184,754Expenses 2023: $172,839Net Income 2023: $11,9152023Revenue 2024: $179,646Expenses 2024: $165,154Net Income 2024: $14,4922024

Highlighted filing

2024

Revenue$179,646
Expenses$165,154
Net Income$14,492

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.0
Gross Receipts
$179,646
Mission and Program Overview

Mission

To connect the community with its heritage through educational programs, exhibits and events.

To connect the community with its heritage through educational exhibits, programs and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,065,346$4,068,076▲ $2,730
Savings and Temporary Cash Investments$98,531$134,848▲ $36,317
Cash and Non-Interest-Bearing Accounts$52,979$27,413▼ $25,566
Accounts Receivable$5,323$5,000▼ $323
Total Assets$4,222,179$4,235,337▲ $13,158
Liabilities
Accounts Payable and Accrued Expenses$2,880$1,546▼ $1,334
Total Liabilities$2,880$1,546▼ $1,334
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,097,497$4,130,909▲ $33,412
Net Assets With Donor Restrictions$121,802$102,882▼ $18,920
Total Net Assets Fund Balance$4,219,299$4,233,791▲ $14,492
Total Liabilities and Net Assets / Fund Balance$4,222,179$4,235,337▲ $13,158

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,291,881$44,653$3,336,534
Land$768,894-$768,894
Equipment$7,301$3,827$11,128
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara GeorgeExecutive DirectorPT$37,090$37,090

Board Members and Trustees

NameTitle
Dan GundersonPast President
Mike DuerrPresident
Joe FitchVice President
Bill RuckerBoard Member
Karen MathewsBoard Member
Lee MathewsBoard Member
Lita SheldonBoard Member
Steve BertrandBoard Member
William BrownBoard Member
Joan PackardSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,582
Program Service Revenue
$0
Investment Income
$64
Other Revenue
$0
All Other Contributions
$133,846
Change in Net Assets
$14,492

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$97,587
Salaries, Compensation, and Employee Benefits$67,567
Total Fundraising Expense$25,370
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$14,836-$22,254$37,090
Occupancy$36,584--$36,584
Other Salaries and Wages$18,650$3,333-$21,983
Insurance$19,074--$19,074
Depreciation Depletion$16,190--$16,190
Information Technology$9,419--$9,419
Payroll Taxes$4,911$467$3,116$8,494
Advertising$7,659--$7,659
Office Expenses$4,124--$4,124
Fees for Services Accounting-$1,567-$1,567
Other Expenses$1,237$0$0$1,237
Travel$216--$216
Total Functional Expenses$134,417$5,367$25,370$165,154
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bill Rucker Recognition Event$40,450$40,450$996$39,454
70th Anniversary$9,765$9,765$489$9,276
Total Events$50,215$50,215$7,379$42,836
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

The Finance Committee reviews and recommends acceptance of the Form 990 to the full board. Board members receive a copy of the Form 990.

Form 990, Part VI, Section C, Line 19

Documents are made available for review upon request.

Filing and Contact Details

Filer

Filer Name
Everett Museum of History
EIN
91-6058397
Phone
4252562520
Address
PO Box 5556, Everett, WA 98206

Signing Officer

Name
Barbara George
Title
Executive Director
Phone
4253457349
Signed
2025-10-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara George
Formed
1954
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
40

Preparer

Firm
Vicki L Strong CPA
Address
1509 151 Pl SW, Lynnwood, WA 98087
Preparer
Vicki Strong
Phone
4258791206
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 1

Art objects, historical artifacts and other objects are expensed when purchased and therefore not shown as assets on the balance sheet. Such items pledged or donated to the Museum are not recorded for financial accounting purposes and, accordingly, are not included as contributed revenue in the statement of activities or as receivables on the balance sheet. Proceeds from deaccessions or insurance recoveries would be reflected in the statement of activities and would be based on the existence and nature of donor-imposed restrictions.

Schedule D, Part III, Line 4

A collection of historical artifacts including textiles, farm implements, household items, works of art, baskets and pottery, ephemera, and other historical treasures depicting life in Snohomish County are preserved and protected for the education or future generations.

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IRS990/PYTotalRevenueAmt0184754
IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt014492
IRS990/RegularMonitoringEnfrcInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0537420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0151016
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01089515
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/HeldWorksArtGrp/RevenuesIncludedAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Art objects, historical artifacts and other objects are expensed when purchased and therefore not shown as assets on the balance sheet. Such items pledged or donated to the Museum are not recorded for financial accounting purposes and, accordingly, are not included as contributed revenue in the statement of activities or as receivables on the balance sheet. Proceeds from deaccessions or insurance recoveries would be reflected in the statement of activities and would be based on the existence and nature of donor-imposed restrictions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1A collection of historical artifacts including textiles, farm implements, household items, works of art, baskets and pottery, ephemera, and other historical treasures depicting life in Snohomish County are preserved and protected for the education or future generations.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part III, Line 1
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part III, Line 4
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bill Rucker Recognition Event
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/HistoricalArtifactsGrp/ContributionCnt020

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