Civic Intelligence

Tulare County Historical Society

EIN 94-6068329 • 501(c)3 • Visalia, CA

Profile

SEE PART III STATEMENT

PO Box 295Visalia, CA 93279-0295

www.tularecountyhistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

10th percentile

-94%

Higher net margin than 10% 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

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

12th percentile

-69%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$339,196

Down $49,361 (-13%) from 2023

Liabilities

Down

$9

Down $6 (-40%) from 2023

Net Assets

Down

$339,187

Down $49,355 (-13%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$52,251

Down $114,934 (-69%) from 2023

Expenses

Up

$101,432

Up $59,178 (+140%) from 2023

Net Income

Down

-$49,181

Down $174,112 (-139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $196,922Liabilities 2010: $129Net Assets 2010: $196,7932010Assets 2011: $300,990Liabilities 2011: $19Net Assets 2011: $300,9712011Assets 2012: $332,533Liabilities 2012: $77Net Assets 2012: $332,4562012Assets 2013: $278,517Liabilities 2013: $57Net Assets 2013: $278,4602013Assets 2014: $296,026Liabilities 2014: $42Net Assets 2014: $295,9842014Assets 2015: $289,152Liabilities 2015: $73Net Assets 2015: $289,0792015Assets 2016: $259,535Liabilities 2016: $151Net Assets 2016: $259,3842016Assets 2017: $280,882Liabilities 2017: $374Net Assets 2017: $280,5082017Assets 2018: $303,035Liabilities 2018: $267Net Assets 2018: $302,7682018Assets 2019: $326,230Liabilities 2019: $310Net Assets 2019: $325,9202019Assets 2020: $344,507Liabilities 2020: $236Net Assets 2020: $344,2712020Assets 2021: $350,347Liabilities 2021: $0Net Assets 2021: $350,3472021Assets 2022: $363,620Liabilities 2022: $9Net Assets 2022: $363,6112022Assets 2023: $388,557Liabilities 2023: $15Net Assets 2023: $388,5422023Assets 2024: $339,196Liabilities 2024: $9Net Assets 2024: $339,1872024

Highlighted filing

2024

Assets$339,196
Liabilities$9
Net Assets$339,187
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,467,3932010Revenue 2011: $136,899Expenses 2011: $32,721Net Income 2011: $104,1782011Revenue 2012: $39,629Expenses 2012: $8,144Net Income 2012: $31,4852012Revenue 2013: $32,458Expenses 2013: $86,454Net Income 2013: -$53,9962013Revenue 2014: $37,558Expenses 2014: $21,310Net Income 2014: $16,2482014Revenue 2015: $34,665Expenses 2015: $41,570Net Income 2015: -$6,9052015Revenue 2016: $28,643Expenses 2016: $58,338Net Income 2016: -$29,6952016Revenue 2017: $53,430Expenses 2017: $32,306Net Income 2017: $21,1242017Revenue 2018: $49,730Expenses 2018: $27,470Net Income 2018: $22,2602018Revenue 2019: $55,946Expenses 2019: $32,794Net Income 2019: $23,1522019Revenue 2020: $39,419Expenses 2020: $21,068Net Income 2020: $18,3512020Revenue 2021: $20,190Expenses 2021: $14,350Net Income 2021: $5,8402021Revenue 2022: $42,877Expenses 2022: $29,437Net Income 2022: $13,4402022Revenue 2023: $167,185Expenses 2023: $42,254Net Income 2023: $124,9312023Revenue 2024: $52,251Expenses 2024: $101,432Net Income 2024: -$49,1812024

Highlighted filing

2024

Revenue$52,251
Expenses$101,432
Net Income-$49,181
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$339,196
Liabilities
$9
Net assets
$339,187
Revenue
$52,251
Expenses
$101,432
Net income
-$49,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.17$0.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.06$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.05$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.03$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.04$0.02$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.03$0.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.04$0.01$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.14$0.03$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Gross Receipts
$52,251
Mission and Program Overview

Mission

To preserve the history of tulare county through the publication of a quarterly newsletter with articles on history and sepcial events

SEE PART III STATEMENT

Program Services

DescriptionGrantsExpenses
TO PROVIDE SMALL GRANTS TO ENCOURAGE HISTORICALLYSIGNIFICANT PROJECTS AND ACTIVITIES WITHIN THE COUNTY-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy BraggPresident-$0--
Lisa MonteiroImmediate Past PresidentPT$0--
Newell Bringhurst1st Vice President-$0--
Shani CrookshanksCorresponding Secretary-$0--
Lari OmmenFinancial SecretaryPT$0--
Kathy AllisonDirector-$0--
Cathy DrennenDirector-$0--
David NielsenDirector-$0--
Lee TerkelsenDirector-$0--
Susan Uptain2nd Vice President-$0--
Mary Ellen WoodcockDirector-$0--
Vic VacaDirector-$0--
Michael ToomeyTreasurer-$0--
Patty ColsonDirector-$0--
Tom FinnDirector-$0--
Justin MartinezDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Barbeque----
Filing and Contact Details

Filer

Filer Name
Tulare County Historical Society
EIN
94-6068329
In Care Of
% Peggy Bragg
Phone
5597334829
Address
PO Box 295, Visalia, CA 93279-0295

Signing Officer

Name
Peggy Bragg
Title
President
Phone
5597864972
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Associated Income Tax Services
Address
921 W Oak Ave, Visalia, CA 93291
Preparer
Michael S Hawkes CPA
Phone
5596271339
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountINTEREST INCOME 7”

List of grants and similar amounts paid Part I line 10

“Activity INDIVIDUALS Amount 1,383Activity ORGANIZATIONS Amount 8,371”

Description of other expenses Part I line 16

“Description AmountSPECIAL EVENTS 7,717SUPPLIES 107BANK CHARGES 77MATERIALS 250INSURANCE 5,567MEETINGS 155MISC 46”

Other changes in net assets or fund balances Part I line 20

“Description AmountRESTRICTED NET ASSET (174)”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCURENT LIABILITIES 15 9”

Raw XML Appendix208 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/PersonNm0Peggy Bragg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Monteiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Newell Bringhurst
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shani Crookshanks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lari Ommen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kathy Allison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cathy Drennen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7David Nielsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lee Terkelsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Susan Uptain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Mary Ellen Woodcock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Vic Vaca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Michael Toomey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Patty Colson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Tom Finn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Justin Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Immediate Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21ST Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Corresponding Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Financial Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt92ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity INDIVIDUALS Amount 1,383Activity ORGANIZATIONS Amount 8,371
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearCURENT LIABILITIES 15 9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
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ReturnHeader/Filer/EIN0946068329
ReturnHeader/Filer/InCareOfNm0% Peggy Bragg
ReturnHeader/Filer/PhoneNum05597334829
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 295
ReturnHeader/Filer/USAddress/CityNm0Visalia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0932790295
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371950671
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Associated Income Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0921 W Oak Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Visalia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093291
ReturnHeader/PreparerPersonGrp/PhoneNum05596271339
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S HAWKES CPA
ReturnHeader/ReturnTs02025-08-21T12:16:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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