Civic Intelligence

Tacoma Historical Society

990EZ • Fiscal year 2013 • EIN 94-3146516

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 15, 2014

Organization ProfileN/A
PO Box 186598401

(253) 759-4451

Siviq Scores

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

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.06x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

61st percentile

7.9%

Higher net margin than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

57th percentile

6.3%

Faster revenue growth than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$101,825

Up $7,501 (+8.0%) from 2012

Net Assets

Up

$97,657

Up $3,333 (+3.5%) from 2012

Liabilities

$4,168

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin61st percentile

Revenue

Up

$70,168

Up $4,150 (+6.3%) from 2012

Expenses

Up

$64,649

Up $15,334 (+31%) from 2012

Net Income

Down

$5,519

Down $11,184 (-67%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $87,001Liabilities 2011: $10,9772011Assets 2012: $94,324Net Assets 2012: $94,3242012Assets 2013: $101,825Liabilities 2013: $4,168Net Assets 2013: $97,6572013Assets 2014: $135,465Liabilities 2014: $12,004Net Assets 2014: $123,4612014Assets 2015: $174,718Liabilities 2015: $38,431Net Assets 2015: $136,2872015Assets 2016: $211,296Liabilities 2016: $54,374Net Assets 2016: $156,9222016Assets 2017: $199,435Liabilities 2017: $27,934Net Assets 2017: $171,5012017Assets 2018: $226,717Liabilities 2018: $30,912Net Assets 2018: $195,8052018Assets 2019: $274,131Liabilities 2019: $32,779Net Assets 2019: $241,3522019Assets 2020: $256,243Liabilities 2020: $21,517Net Assets 2020: $234,7262020Assets 2021: $233,055Liabilities 2021: $19,921Net Assets 2021: $213,1342021Assets 2022: $182,833Liabilities 2022: $20,3262022Assets 2024: $48,996Liabilities 2024: $4,105Net Assets 2024: $44,8912024

Highlighted filing

2013

Assets$101,825
Liabilities$4,168
Net Assets$97,657
Open 2013 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $48,617Expenses 2011: $41,497Net Income 2011: $7,1202011Revenue 2012: $66,018Expenses 2012: $49,315Net Income 2012: $16,7032012Revenue 2013: $70,168Expenses 2013: $64,649Net Income 2013: $5,5192013Revenue 2014: $101,703Expenses 2014: $84,498Net Income 2014: $17,2052014Revenue 2015: $104,747Expenses 2015: $91,921Net Income 2015: $12,8262015Revenue 2016: $167,849Expenses 2016: $147,214Net Income 2016: $20,6352016Revenue 2017: $209,967Expenses 2017: $195,388Net Income 2017: $14,5792017Revenue 2018: $196,888Expenses 2018: $172,584Net Income 2018: $24,3042018Revenue 2019: $208,877Expenses 2019: $163,330Net Income 2019: $45,5472019Revenue 2020: $165,411Expenses 2020: $172,037Net Income 2020: -$6,6262020Revenue 2021: $164,276Expenses 2021: $185,868Net Income 2021: -$21,5922021Revenue 2022: $158,976Expenses 2022: $209,603Net Income 2022: -$50,6272022Revenue 2024: $112,262Expenses 2024: $180,103Net Income 2024: -$67,8412024

Highlighted filing

2013

Revenue$70,168
Expenses$64,649
Net Income$5,519
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 15, 2014
Return Version
2013v3.1
Gross Receipts
$83,799
Mission and Program Overview

Mission

It's our mission to collect, document, and share the unique history of tacoma, wa.

Create awareness of tacoma's history.

Program Services

DescriptionGrantsExpenses
CREATE AWARENESS OF TACOMA'S HISTORY.$42,196-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL BAARSMAPresidentPT$0--
JEANIE FISHERSecretary-$0--
DALE WIRSINGVice PresidentPT$0--
MICHAEL BUCHANANBoard Member-$0--
DEB FREEDMANTreasurerPT$0--
HEATHER STRAUBBoard Member-$0--
ANDREW KOUKLISBoard Member-$0--
RUSTY JOHNSONBoard Member-$0--
OWEN ATKINSBoard Member-$0--
HOLLAND COHENBoard Member-$0--
JD ELQUISTBoard Member-$0--
ANDY LENEWEAVERBoard Member-$0--
DARLYN REITERBoard Member-$0--
DEBBIE WINSKILLBoard Member-$0--
Filing and Contact Details

Filer

EIN
94-3146516
Phone
2537594451

Signing Officer

Name
Deborah Freedman
Title
Treasurer
Signed
2014-07-15
Discuss with paid preparer
Yes

Preparer

Preparer
Alicia Heggerness CPA
Phone
2538511794
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3502”

Other Expenses.1002

“Office Expenses $5038”

Other Expenses.1

“EVENTS $10394”

Other Expenses.3

“INSURANCE $3151”

Other Expenses.4

“11TH STREET BRIDGE $2888”

Other Expenses.5

“SMALL EQUIPMENT $2856”

Other Expenses.6

“PROJECTS - CLOSED $2371”

Other Expenses.8

“BANK FEES $687”

Other Expenses.9

“GRANT EXPENSE $560”

Other Expenses.10

“SALES TAX $270”

Other Expenses.11

“LICENSES & PERMITS $178”

Other Expenses.12

“STAFF TRAINING $150”

Other Expenses.13

“MEMBERSHIP DUES $80”

Other Expenses.14

“BOOTH FEES $10”

Other Assets.1010

“Inventories - Beginning $43274 Inventories - Ending $31076”

Total Liabilities.1

“PROJECT FUNDS - Beginning $2186 PROJECT FUNDS - Ending $4168”

Raw XML Appendix234 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/PersonNm0BILL BAARSMA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ANDY LENEWEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DARLYN REITER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13DEBBIE WINSKILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043274
IRS990EZ/OtherAssetsTotalDetail/EOYAmt031076
IRS990EZ/OtherExpensesTotalAmt032135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CREATE AWARENESS OF TACOMA'S HISTORY.
IRS990EZ/PrintingPublicationsPostageAmt011047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CREATE AWARENESS OF TACOMA'S HISTORY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt042196
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064649
IRS990EZ/TotalProgramServiceExpensesAmt042196
IRS990EZ/TotalRevenueAmt070168
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03658
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IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0318584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENTS $10394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INSURANCE $3151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt411TH STREET BRIDGE $2888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SMALL EQUIPMENT $2856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROJECTS - CLOSED $2371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GRANT EXPENSE $560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SALES TAX $270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES & PERMITS $178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11STAFF TRAINING $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP DUES $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BOOTH FEES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Inventories - Beginning $43274 Inventories - Ending $31076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PROJECT FUNDS - Beginning $2186 PROJECT FUNDS - Ending $4168
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH FREEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10TACOMA HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0TACO
ReturnHeader/Filer/EIN0943146516
ReturnHeader/Filer/PhoneNum02537594451
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1865
ReturnHeader/Filer/USAddress/City0TACOMA
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10COLLIER HEGGERNESS & BRONK CPAS PS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104423 POINT FOSDICK DR NW STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GIG HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098335
ReturnHeader/PreparerPersonGrp/PhoneNum02538511794
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alicia Heggerness CPA
ReturnHeader/ReturnTs02014-07-15T12:24:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,825
Liabilities
$4,168
Net assets
$97,657
Revenue
$70,168
Expenses
$64,649
Net income
$5,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.04$0.45$1.12$1.80$0.68
2022Summary only. Only limited summary data is available for this year.$1.83$0.20$1.59$2.10$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.20$2.13$1.64$1.86$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.22$2.35$1.65$1.72$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.33$2.41$2.09$1.63$0.46
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.31$1.96$1.97$1.73$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.28$1.72$2.10$1.95$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.54$1.57$1.68$1.47$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.38$1.36$1.05$0.92$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.12$1.23$1.02$0.84$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.04$0.98$0.70$0.65$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.94$0.66$0.49$0.17
2011Summary only. Only limited summary data is available for this year.$0.87$0.11$0.49$0.41$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits