Civic Intelligence

Tacoma Historical Society

EIN 94-3146516 • 501(c)3 • Tacoma, WA

Profile

Create awareness of tacoma's history.

PO Box 1865Tacoma, WA 98401

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.04x

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

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

Net Margin

13th percentile

-60%

Higher net margin than 13% 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

18th percentile

-58%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

28th percentile

-29%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$48,996

Down $133,837 (-73%) from 2022

Liabilities

Down

$4,105

Down $16,221 (-80%) from 2022

Net Assets

$44,891

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin13th percentile

Revenue

Down

$112,262

Down $46,714 (-29%) from 2022

Expenses

Down

$180,103

Down $29,500 (-14%) from 2022

Net Income

Down

-$67,841

Down $17,214 (-34%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2024

Assets$48,996
Liabilities$4,105
Net Assets$44,891
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$112,262
Expenses$180,103
Net Income-$67,841
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$48,996
Liabilities
$4,105
Net assets
$44,891
Revenue
$112,262
Expenses
$180,103
Net income
-$67,841
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 31, 2025
Return Version
2024v5.0
Gross Receipts
$116,299
Mission and Program Overview

Mission

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

Perserve history of tacoma wa

Program Services

DescriptionGrantsExpenses
COLLECT, DOCUMENT, SHARE THE UNIQUE HISTORY OF TACOMA WA$112,262$108,103
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CATALINICHBoard President-$0--
DOUG ANDERSONVice-President-$0--
GENIE JEFFERSON2nd Vice-President-$0--
ANDREW KOUKLISTreasurerPT$0--
DAVID SHAWBoard Member-$0--
DEBBIE WINSKILLBoard Member-$0--
PATSY SURH-OCONNELLBoard Member-$0--
ELAINE HILTONBoard Member-$0--
BRIAN SKIFFINGTONBoard Member-$0--
BRIAN EBERSOLEBoard Member-$0--
RICHARD WALLACEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Tacoma Historical Society
EIN
94-3146516
Address
PO BOX 1865, TACOMA, WA 98401

Signing Officer

Name
James Catalinich
Title
President
Phone
2534723738
Signed
2025-05-31

Preparer

Firm
Morgan Accounting Inc
Address
7612 37TH STREET WEST J, TACOMA, WA 98466
Preparer
Chris Morgan
Phone
2535643516
Supplemental Narrative

Additional Explanations

Page 2 Part II Line 24 Other Assets

“Inventories 29736, security deposits 2800”

Page 2 Part II Line 26 Other Liabilities

“Credit cards 468, war memorial project 3635”

Raw XML Appendix195 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GENIE JEFFERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEBBIE WINSKILL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICHARD WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt074635
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IRS990EZ/PrimaryExemptPurposeTxt0PERSERVE HISTORY OF TACOMA WA
IRS990EZ/PrintingPublicationsPostageAmt04017
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECT, DOCUMENT, SHARE THE UNIQUE HISTORY OF TACOMA WA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0112262
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVENTORIES 29736, SECURITY DEPOSITS 2800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREDIT CARDS 468, WAR MEMORIAL PROJECT 3635
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 2 PART II LINE 24 OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 2 PART II LINE 26 OTHER LIABILITIES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES CATALINICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02534723738
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-31
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ReturnHeader/Filer/BusinessNameControlTxt0TACO
ReturnHeader/Filer/EIN0943146516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1865
ReturnHeader/Filer/USAddress/CityNm0TACOMA
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ReturnHeader/Filer/USAddress/ZIPCd098401
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098466
ReturnHeader/PreparerPersonGrp/PhoneNum02535643516
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS MORGAN
ReturnHeader/ReturnTs02025-05-31T18:10:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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