Civic Intelligence

Merced County Historical Society

EIN 94-2568302 • 501(c)3 • Merced, CA

Profile

Support and maintenance of the museum

21st N StreetsMerced, CA 95340

www.mercedmuseum.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.32x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M 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

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$3,335,655

Up $321,368 (+11%) from 2023

Liabilities

Up

$179,548

Up $289 (+0.2%) from 2023

Net Assets

Up

$3,156,107

Up $321,079 (+11%) from 2023

Revenue

Up

$559,854

Up $338,208 (+153%) from 2023

Expenses

Up

$238,775

Up $114,903 (+93%) from 2023

Net Income

Up

$321,079

Up $223,305 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,442,641Liabilities 2011: $187,520Net Assets 2011: $2,255,1212011Assets 2012: $2,512,529Liabilities 2012: $189,367Net Assets 2012: $2,323,1622012Assets 2013: $2,530,720Liabilities 2013: $188,876Net Assets 2013: $2,341,8442013Assets 2014: $2,562,412Liabilities 2014: $188,409Net Assets 2014: $2,374,0032014Assets 2015: $2,593,981Liabilities 2015: $187,813Net Assets 2015: $2,406,1682015Assets 2016: $2,668,311Liabilities 2016: $188,246Net Assets 2016: $2,480,0652016Assets 2017: $2,693,674Liabilities 2017: $188,605Net Assets 2017: $2,505,0692017Assets 2018: $2,747,377Liabilities 2018: $188,881Net Assets 2018: $2,558,4962018Assets 2019: $2,771,697Liabilities 2019: $189,616Net Assets 2019: $2,582,0812019Assets 2020: $2,783,150Liabilities 2020: $203,874Net Assets 2020: $2,579,2762020Assets 2021: $2,937,838Liabilities 2021: $256,507Net Assets 2021: $2,681,3312021Assets 2022: $2,916,445Liabilities 2022: $179,191Net Assets 2022: $2,737,2542022Assets 2023: $3,014,287Liabilities 2023: $179,259Net Assets 2023: $2,835,0282023Assets 2024: $3,335,655Liabilities 2024: $179,548Net Assets 2024: $3,156,1072024

Highlighted filing

2024

Assets$3,335,655
Liabilities$179,548
Net Assets$3,156,107

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $179,252Expenses 2011: $89,767Net Income 2011: $89,4852011Revenue 2012: $165,142Expenses 2012: $97,101Net Income 2012: $68,0412012Revenue 2013: $114,807Expenses 2013: $96,125Net Income 2013: $18,6822013Revenue 2014: $139,195Expenses 2014: $107,036Net Income 2014: $32,1592014Revenue 2015: $131,396Expenses 2015: $99,231Net Income 2015: $32,1652015Revenue 2016: $176,984Expenses 2016: $103,087Net Income 2016: $73,8972016Revenue 2017: $138,126Expenses 2017: $113,122Net Income 2017: $25,0042017Revenue 2018: $184,497Expenses 2018: $131,070Net Income 2018: $53,4272018Revenue 2019: $145,827Expenses 2019: $122,242Net Income 2019: $23,5852019Revenue 2020: $113,731Expenses 2020: $116,536Net Income 2020: -$2,8052020Revenue 2021: $210,900Expenses 2021: $108,845Net Income 2021: $102,0552021Revenue 2022: $171,333Expenses 2022: $115,410Net Income 2022: $55,9232022Revenue 2023: $221,646Expenses 2023: $123,872Net Income 2023: $97,7742023Revenue 2024: $559,854Expenses 2024: $238,775Net Income 2024: $321,0792024

Highlighted filing

2024

Revenue$559,854
Expenses$238,775
Net Income$321,079

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.18$3.16$0.56$0.24$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.18$2.84$0.22$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.18$2.74$0.17$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.26$2.68$0.21$0.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.20$2.58$0.11$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.19$2.58$0.15$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.75$0.19$2.56$0.18$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.19$2.51$0.14$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.67$0.19$2.48$0.18$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.19$2.41$0.13$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.19$2.37$0.14$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.19$2.34$0.11$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.51$0.19$2.32$0.17$0.10$0.07
2011Summary only. Only limited summary data is available for this year.$2.44$0.19$2.26$0.18$0.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Gross Receipts
$1,993,035
Mission and Program Overview

Mission

Support and maintenance of the museum

The society secures funds by means of membership dues, memorials, and donations to maintain the museum, collect, preserve, research, and interpret historical records and artifacts. The society also provides educational programs and cultural resource management to encourage the understanding of merced county's natural, archaeological and recorded history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,984,179$3,306,005▲ $321,826
Rtn Earn Endowment Incm Other Fnds$2,835,028$3,156,107▲ $321,079
Inventories for Sale or Use$16,902$16,902→ $0
Land, Buildings, and Equipment, Net$13,212$12,754▼ $458
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-6$-6→ $0
Total Assets$3,014,287$3,335,655▲ $321,368
Liabilities
Other Liabilities$177,164$177,164→ $0
Accounts Payable and Accrued Expenses$2,095$2,384▲ $289
Total Liabilities$179,259$179,548▲ $289
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,835,028$3,156,107▲ $321,079
Total Liabilities and Net Assets / Fund Balance$3,014,287$3,335,655▲ $321,368

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,754$32,418$45,172
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris TomfordPresident
John CarlosVice President
Patty KishiSecretary
Grey B RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$417,300
Program Service Revenue
$0
Investment Income
$81,417
Other Revenue
$61,137
All Other Contributions
$383,929
Change in Net Assets
$321,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,047
Salaries, Compensation, and Employee Benefits$105,728
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$94,560-$94,560
All Other Expenses$12,831$4,929-$17,760
Payroll Taxes-$9,028-$9,028
Office Expenses$7,562--$7,562
Insurance-$7,539-$7,539
Other Expenses$6,199$5,071-$5,071
Other Employee Benefits-$2,140-$2,140
Fees for Services Accounting-$2,100-$2,100
Fees for Service Investment Mgmnt Fees-$1,536-$1,536
Depreciation Depletion-$458-$458
Total Functional Expenses$26,592$212,183$0$238,775
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,198
Fundraising Direct Expenses$8,670
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held$177,164
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 A, Line 6

The society is supported by its members.

Form 990, Part VI, Section A, Line 8B

The society has no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Form 990 is given to the treasurer of the society for review, signature, and filing.

Form 990, Part VI, Section C, Line 19

Documents are available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Chris tomford - 21st and n streets, merced, ca 95340. John carlos - 21st and n streets, merced, ca 95340. Patty kishi - 21st and n streets, merced, ca 95340. Grey b. Roberts - 21st and n streets, merced, ca 95340.

Filing and Contact Details

Filer

Filer Name
Merced County Historical Society
EIN
94-2568302
Phone
2097232401
Address
21ST N STREETS, MERCED, CA 95340

Signing Officer

Name
Grey Roberts
Title
Treasurer
Phone
2093832442
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kent Roberts
Formed
1962
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
0
Employees
7
Volunteers
20

Preparer

Firm
Grey B Roberts & Co
Address
2824 PARK AVE STE B, MERCED, CA 95348
Preparer
Grey B Roberts
Phone
2093832442
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

NON-APPLICABLE

Raw XML Appendix377 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0677649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt068915
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0349606
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt062724
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0861
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt015215
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01843
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt044963
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02276
IRS990ScheduleA/OtherIncome170Grp/TotalAmt065158
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62030
IRS990ScheduleA/PublicSupportPY170Pct00.41240
IRS990ScheduleA/PublicSupportTotal170Amt0677649
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0416439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt083291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059357
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt050802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0677649
IRS990ScheduleA/TotalSupportAmt01092413
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt012754
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032418
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0177164
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NON-APPLICABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012754
IRS990ScheduleD/TotalLiabilityAmt0177164
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY IS SUPPORTED BY ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOCIETY HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS GIVEN TO THE TREASURER OF THE SOCIETY FOR REVIEW, SIGNATURE, AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHRIS TOMFORD - 21ST AND N STREETS, MERCED, CA 95340. JOHN CARLOS - 21ST AND N STREETS, MERCED, CA 95340. PATTY KISHI - 21ST AND N STREETS, MERCED, CA 95340. GREY B. ROBERTS - 21ST AND N STREETS, MERCED, CA 95340.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03014287
IRS990/TotalAssetsEOYAmt03335655
IRS990/TotalAssetsGrp/BOYAmt03014287
IRS990/TotalAssetsGrp/EOYAmt03335655
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0417300
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0212183
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026592
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238775
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0179259
IRS990/TotalLiabilitiesEOYAmt0179548
IRS990/TotalLiabilitiesGrp/BOYAmt0179259
IRS990/TotalLiabilitiesGrp/EOYAmt0179548
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02835028
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03156107
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt012241
IRS990/TotalProgramServiceExpensesAmt026592
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt036528
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106026
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0559854
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03014287
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03335655
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021ST N STREETS
IRS990/USAddress/CityNm0MERCED
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095340
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MERCEDMUSEUM.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREY ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02093832442
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERCED COUNTY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0942568302
ReturnHeader/Filer/PhoneNum02097232401
ReturnHeader/Filer/USAddress/AddressLine1Txt021ST N STREETS
ReturnHeader/Filer/USAddress/CityNm0MERCED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942451403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREY B ROBERTS & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02824 PARK AVE STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095348
ReturnHeader/PreparerPersonGrp/PhoneNum02093832442
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREY B ROBERTS
ReturnHeader/ReturnTs02025-07-14T10:28:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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