Civic Intelligence

Colma Historical Association

990EZ • Fiscal year 2014 • EIN 94-3186586

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profilewww.colmahistory.org
1500 Hillside BlvdColma, CA 94014

(650) 757-1676

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$86,470

Down $10,824 (-11%) from 2013

Net Assets

Down

$86,470

Down $10,824 (-11%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin18th percentile

Revenue

Up

$67,306

Up $8,663 (+15%) from 2013

Expenses

Up

$78,130

Up $50,916 (+187%) from 2013

Net Income

Down

-$10,824

Down $42,253 (-134%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2013: $97,294Net Assets 2013: $97,2942013Assets 2014: $86,470Liabilities 2014: $0Net Assets 2014: $86,4702014

Highlighted filing

2014

Assets$86,470
Liabilities$0
Net Assets$86,470
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2013: $58,643Expenses 2013: $27,214Net Income 2013: $31,4292013Revenue 2014: $67,306Expenses 2014: $78,130Net Income 2014: -$10,8242014

Highlighted filing

2014

Revenue$67,306
Expenses$78,130
Net Income-$10,824
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Gross Receipts
$70,648
Mission and Program Overview

Mission

Historial Museum

Program Services

DescriptionGrantsExpenses
Historial Museum$81,473-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia HatfieldPresidentPT$0--
Dorothy BechtolVice PresidentPT$0--
Richard RocchettaSecretaryPT$0--
Dorothy HillmanTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Colma Historical Association
EIN
94-3186586
Phone
6507571676
Address
1500 Hillside Blvd, Colma, CA 94014

Signing Officer

Name
Dorothy Hillman
Title
Treasurer
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Sutton Financial Services
Address
2171 Junipero Serra Blvd 520, Daly City, CA 94014
Preparer
Nicholas a Sutton Ea
Phone
6507551040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Reimbursements $367”

Other Revenue.2

“Insurance refund $40”

Other Revenue.3

“State refund $23”

Other Revenue.4

“State tax refund $10”

Other Expenses.1002

“Office Expenses $5410”

Other Expenses.1012

“Insurance $3512”

Other Expenses.1

“Colma 90th Anniv Films $50100”

Other Expenses.2

“Display Expenses $1716”

Other Expenses.4

“Telephone $1508”

Other Expenses.5

“Dinner Expense $779”

Other Expenses.6

“Tea Expense 2014 $637”

Other Expenses.7

“Sales Tax $338”

Other Expenses.8

“Photos $120”

Other Expenses.9

“Annual Charitable Reg $25”

Other Expenses.10

“Annual Non Profit Raffle Reg $20”

Other Expenses.11

“Franchise Tax Board $10”

Raw XML Appendix171 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/BooksInCareOfDetail/PersonNm0Dorotrhy Hillman
IRS990EZ/BooksInCareOfDetail/PhoneNum06507571676
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Colma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086470
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IRS990EZ/GrossSalesOfInventoryAmt05856
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Hatfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dorothy Bechtol
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Richard Rocchetta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dorothy Hillman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064175
IRS990EZ/OtherRevenueTotalAmt0440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Historial Museum
IRS990EZ/PrintingPublicationsPostageAmt01636
IRS990EZ/ProgramServiceRevenueAmt017853
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Historial Museum
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt081473
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078130
IRS990EZ/TotalProgramServiceExpensesAmt081473
IRS990EZ/TotalRevenueAmt067306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0http://www.colmahistory.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt046415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt056575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013952
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0133470
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0607
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99550
IRS990ScheduleA/PublicSupportPY170Pct00.99080
IRS990ScheduleA/PublicSupportTotal170Amt0133470
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt046415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt056575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013952
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014758
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0133470
IRS990ScheduleA/TotalSupportAmt0134077
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Reimbursements $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance refund $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2State refund $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3State tax refund $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $5410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $3512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Colma 90th Anniv Films $50100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Display Expenses $1716
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Telephone $1508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Dinner Expense $779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Tea Expense 2014 $637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Sales Tax $338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Photos $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Annual Charitable Reg $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Annual Non Profit Raffle Reg $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Franchise Tax Board $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Revenue.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dorothy Hillman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Colma Historical Association
ReturnHeader/Filer/BusinessNameControlTxt0COLM
ReturnHeader/Filer/EIN0943186586
ReturnHeader/Filer/PhoneNum06507571676
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 Hillside Blvd
ReturnHeader/Filer/USAddress/CityNm0Colma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sutton Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02171 Junipero Serra Blvd 520
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Daly City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094014
ReturnHeader/PreparerPersonGrp/PhoneNum06507551040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS A SUTTON EA
ReturnHeader/ReturnTs02015-05-06T15:18:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,470
Liabilities
$0
Net assets
$86,470
Revenue
$67,306
Expenses
$78,130
Net income
-$10,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$67.3$78.1$10.8
2013Detailed filing. Detailed filing data is available for this year.$97.3$97.3$58.6$27.2$31.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits