Civic Intelligence

Alameda Museum

990 • Fiscal year 2019 • EIN 94-2464751

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 18, 2020

2324 Alameda AvenueAlameda, CA 94501

(510) 521-1233

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

57th percentile

$24,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

52nd percentile

3.7%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

163%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$798,071

Up $28,547 (+3.7%) from 2018

Net Assets

Up

$796,421

Up $29,747 (+3.9%) from 2018

Liabilities

Down

$1,650

Down $1,200 (-42%) from 2018

Revenue

Up

$199,285

Up $123,404 (+163%) from 2018

Expenses

Down

$169,538

Down $2,852 (-1.7%) from 2018

Net Income

Up

$29,747

Up $126,256 (+131%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $514,159Liabilities 2011: $725Net Assets 2011: $513,4342011Assets 2012: $555,777Liabilities 2012: $0Net Assets 2012: $555,7772012Assets 2013: $774,577Liabilities 2013: $0Net Assets 2013: $774,5772013Assets 2014: $821,342Liabilities 2014: $0Net Assets 2014: $821,3422014Assets 2015: $786,205Liabilities 2015: $2,629Net Assets 2015: $783,5762015Assets 2016: $882,181Liabilities 2016: $2,131Net Assets 2016: $880,0502016Assets 2017: $865,983Liabilities 2017: $2,850Net Assets 2017: $863,1332017Assets 2018: $769,524Liabilities 2018: $2,850Net Assets 2018: $766,6742018Assets 2019: $798,071Liabilities 2019: $1,650Net Assets 2019: $796,4212019Assets 2020: $788,896Liabilities 2020: $1,650Net Assets 2020: $787,2462020Assets 2021: $1,029,354Liabilities 2021: $279,475Net Assets 2021: $749,8792021Assets 2022: $955,876Liabilities 2022: $225,633Net Assets 2022: $730,2432022Assets 2023: $979,631Liabilities 2023: $285,389Net Assets 2023: $694,2422023

Highlighted filing

2019

Assets$798,071
Liabilities$1,650
Net Assets$796,421

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $106,114Expenses 2011: $108,890Net Income 2011: -$2,7762011Revenue 2012: $152,492Expenses 2012: $110,276Net Income 2012: $42,2162012Revenue 2013: $346,005Expenses 2013: $127,205Net Income 2013: $218,8002013Revenue 2014: $173,241Expenses 2014: $126,476Net Income 2014: $46,7652014Revenue 2015: $107,467Expenses 2015: $145,233Net Income 2015: -$37,7662015Revenue 2016: $259,087Expenses 2016: $162,630Net Income 2016: $96,4572016Revenue 2017: $171,758Expenses 2017: $181,706Net Income 2017: -$9,9482017Revenue 2018: $75,881Expenses 2018: $172,390Net Income 2018: -$96,5092018Revenue 2019: $199,285Expenses 2019: $169,538Net Income 2019: $29,7472019Revenue 2020: $113,952Expenses 2020: $120,791Net Income 2020: -$6,8392020Revenue 2021: $132,950Expenses 2021: $115,781Net Income 2021: $17,1692021Revenue 2022: $103,294Expenses 2022: $122,930Net Income 2022: -$19,6362022Revenue 2023: $108,839Expenses 2023: $144,840Net Income 2023: -$36,0012023

Highlighted filing

2019

Revenue$199,285
Expenses$169,538
Net Income$29,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 18, 2020
Return Version
2019v5.0
Gross Receipts
$217,636
Mission and Program Overview

Mission

The Museum offers permanent displays of Alameda history, the only rotating gallery showcasing local Alameda artists and student artwork, as well as souvenirs, books and videos about the rich history of the Island City.

The museum's principal mission is to preserve and showcase the city of alameda's historical legacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$473,438$515,030▲ $41,592
Land, Buildings, and Equipment, Net$244,857$218,593▼ $26,264
Cash and Non-Interest-Bearing Accounts$41,433$52,825▲ $11,392
Inventories for Sale or Use$6,169$6,069▼ $100
Accounts Receivable$3,550$3,850▲ $300
Prepaid Expenses and Deferred Charges-$1,704-
Savings and Temporary Cash Investments$77$0▼ $77
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$769,524$798,071▲ $28,547
Other Assets Total-$0-
Liabilities
Other Liabilities$2,850$1,650▼ $1,200
Total Liabilities$2,850$1,650▼ $1,200
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$698,878$728,625▲ $29,747
Net Assets With Donor Restrictions$67,796$67,796→ $0
Total Net Assets Fund Balance$766,674$796,421▲ $29,747
Total Liabilities and Net Assets / Fund Balance$769,524$798,071▲ $28,547

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$147,850$60,603$208,453
Equipment$70,743$55,560$126,303
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
George GunnCuratorPT$24,000$24,000
Valerie TurpenPresidentPT$2,250$2,250

Board Members and Trustees

NameTitle
Myrna van LunterenVice President
Ashok KatdareDirector
Evelyn KennedyDirector
Kim DyeDirector
Jane BurgelinExhibit Director
Joe YoungAsst Curator
Linda IveySecretary
Bob RisleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,650
Program Service Revenue
$44,130
Investment Income
$91,881
Other Revenue
$24,624
All Other Contributions
$32,135
Change in Net Assets
$29,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$143,282
Salaries, Compensation, and Employee Benefits$26,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$72,739$2,756-$75,495
Current Officers, Directors, Trustees, and Key Employees$26,256--$26,256
Depreciation Depletion$16,148--$16,148
Advertising-$2,247-$2,247
Insurance$1,417$708-$2,125
Fees for Services Accounting-$1,375-$1,375
Office Expenses$567$668-$1,235
Other Expenses$191$64-$255
Total Functional Expenses$160,532$9,006$0$169,538
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,687
Fundraising Direct Expenses$8,722
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legacy Home Tour$16,687$16,687$7,331$9,356
Total Events$16,687$16,687$7,331$9,356
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other liabilities$1,650
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Museum offers membership at different levels (such as annual, lifetime, business, etc.) at rates which vary from $15 to $1,000. Members enjoy four issues of the Museum Quarterly, free admission to lectures by local luminaries, and advance notice of special events such as the Alameda Legacy Home Tour and happenings at the Meyers House. New and gift memberships have extra inducements. Tax-deductible dues are based on the calendar year.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

All members are eligible to vote for a slate of officers in accordance with the governance documents of the Organization.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

members elect the Board of Directors and also vote on any proposed changes to the Articles and By Laws of the organization.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Members of the board of directors review all potential conflicts of interest at least annually. The museum's curator and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE ORGANIZATION'S curator consultant ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The organization has only one employee and the method of determining compensation is explained above.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

All of the organization's governing documents, financial statements and other legalfilings are maintained in a secure environment and held available for inspection bytax authorities and the general public. Tax returns are posted annually towww.guidestar.org (where they are available for viewing as electronic copies) and are also available for a physical inspection at the organization's office in alameda, california.

Filing and Contact Details

Filer

Filer Name
Alameda Museum
EIN
94-2464751
Phone
5105211233
Address
2324 ALAMEDA AVENUE, ALAMEDA, CA 94501

Signing Officer

Name
Valerie Turpen
Title
President
Phone
5105223734
Signed
2020-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Valerie Turpen
Formed
1958
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
70

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: ARCHIVE PROJECT: VOLUNTEERS continue TO ARCHIVE AND PRESERVE PHOTOS, NEWSPAPER CUTTINGS, PAMPHLETS, YEARBOOKS, WORLD WAR I POSTERS AND OTHER ALAMEDA MEMORABILIA IN ACID FREE BOXES AND PAPER TO PREVENT DETERIORATION AND TO ENSURE THAT IT IS AVAILABLE TO FUTURE GENERATIONS OF ALAMEDA RESIDENTS. OTHER PROGRAM SERVICES 5: The Museum gives free group tours as an additional service.

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IRS990/MissionDesc0The Museum offers permanent displays of Alameda history as well as souvenirs, books and videos about the rich history of the Island City.
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IRS990/OtherExpensesGrp/Desc1Printing and Publications
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IRS990/OtherExpensesGrp/TotalAmt22316
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01704
IRS990/PrincipalOfficerNm0Valerie Turpen
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IRS990/ProgSrvcAccomActy2Grp/Desc0Meyers House museum: Henry H. Meyers was a significant architect in Alameda History. His residence, built in 1897, was willed to the City of Alameda which then deeded the property over to the museum in 2013. It is an excellent example of the colonial revival architectural style and it also showcases furnishings originally owned by the Meyers family and other period pieces. Volunteers lead guided tours of the house and hold special events on the adjoining grounds.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043212
IRS990/ProgSrvcAccomActy3Grp/Desc0MUSEUM LECTURE SERIES: THE MUSEUM HAS BEEN INVITING LOCAL LUMINARIES TO LECTURE SINCE 2000. EACH YEAR 6-8 WRITERS, HISTORIANS AND RACONTEURS EXAMINE VARIOUS ASPECTS OF ALAMEDA HISTORY, ARCHITECTURE AND DEVELOPMENT. ATTENDANCE VARIES FROM60-120 PERSONS PER LECTURE.
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-30928
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IRS990/PYTotalExpensesAmt0172390
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029747
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt060789
IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336485
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt077328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0390713
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0727198
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0147850
IRS990ScheduleD/BuildingsGrp/DepreciationAmt060603
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IRS990ScheduleD/EquipmentGrp/BookValueAmt070743
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01650
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0515030
IRS990ScheduleD/TotalLiabilityAmt01650
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IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07331
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEGACY HOME TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016687

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.98$0.29$0.69$0.11$0.14$0.04
2022Summary only. Only limited summary data is available for this year.$0.96$0.23$0.73$0.10$0.12$0.02
2021Summary only. Only limited summary data is available for this year.$1.03$0.28$0.75$0.13$0.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.11$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.20$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.08$0.17$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.86$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.26$0.16$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.78$0.11$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.17$0.13$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.35$0.13$0.22
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.15$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.11$0.11$0.00