Civic Intelligence

Joshua Tree and Southern Railroad Museum

990EZ • Fiscal year 2017 • EIN 95-2562877

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 12, 2018

Organization ProfileN/A
278 Rochester StCosta Mesa, CA 92267

(949) 642-9994

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-79%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$209,232

Up $8,713 (+4.3%) from 2016

Net Assets

Up

$204,106

Up $7,407 (+3.8%) from 2016

Liabilities

Up

$5,126

Up $1,306 (+34%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin80th percentile

Revenue

Down

$32,135

Down $118,865 (-79%) from 2016

Expenses

Down

$24,381

Down $6,951 (-22%) from 2016

Net Income

Down

$7,754

Down $111,914 (-94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2016: $200,519Liabilities 2016: $3,820Net Assets 2016: $196,6992016Assets 2017: $209,232Liabilities 2017: $5,126Net Assets 2017: $204,1062017Assets 2018: $189,472Liabilities 2018: $3,113Net Assets 2018: $186,3592018Assets 2023: $179,598Net Assets 2023: $179,5982023

Highlighted filing

2017

Assets$209,232
Liabilities$5,126
Net Assets$204,106
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $151,000Expenses 2016: $31,332Net Income 2016: $119,6682016Revenue 2017: $32,135Expenses 2017: $24,381Net Income 2017: $7,7542017Revenue 2018: $18,922Expenses 2018: $36,669Net Income 2018: -$17,7472018Revenue 2023: $55,923Expenses 2023: $56,604Net Income 2023: -$6812023

Highlighted filing

2017

Revenue$32,135
Expenses$24,381
Net Income$7,754
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$32,135
Mission and Program Overview

Mission

The joshua tree & southern railroad museum is a non-profit organization dedicated to educating visitors about railroad history, operations, and equipment through static displays and a variety of model demonstration railroads.

Program Services

DescriptionGrantsExpenses
THE JOSHUA TREE & SOUTHERN RAILROAD MUSEUM IS A CHARITABLE ORGANIZATION FOR THE ADVANCEMENT OF EDUCATION.$21,863-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM ARNOLDPresident-$0--
MICHAEL THOMPSONVice President-$0--
TAMI MONTGOMERYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joshua Tree & Southern Railroad Museum
EIN
95-2562877
Phone
9496429994
Address
278 ROCHESTER ST, COSTA MESA, CA 92267

Signing Officer

Name
Tami Montgomery
Title
Treasurer
Signed
2018-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Frazer Abbott & Company
Address
55898 29 Palms Hwy Suite A, Yucca Valley, CA 92284-7802
Preparer
Shelly L Abbott EA
Phone
7603651040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $374”

Other Expenses.1

“INSURANCE $5491”

Other Expenses.2

“UTILITIES $5289”

Other Expenses.3

“TAXES-PROPERTY $3092”

Other Expenses.4

“Grand scale expense $2941”

Other Expenses.5

“MISCELLANOUS $2150”

Other Expenses.6

“SCALE EXPENSE $1966”

Other Expenses.7

“Bookkeeping services $1377”

Other Expenses.8

“Maintenance & repairs $711”

Other Expenses.9

“Conley memorial expense $203”

Other Expenses.10

“TAXES $139”

Other Expenses.12

“LICENSE & PERMITS $50”

Other Expenses.13

“QUICKBOOKS FEES $27”

Other Expenses.14

“DONATION $20”

Other Expenses.15

“BANK CHARGES $14”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $3820 Accounts Payable and Accrued Expenses - Ending $5126”

Raw XML Appendix168 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/PersonNm0TAMI MONTGOMERY
IRS990EZ/BooksInCareOfDetail/PhoneNum07604015229
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04950 MORMON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YUCCA VALLEY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092284
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200519
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InvestmentIncomeAmt014
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMI MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-347
IRS990EZ/OtherExpensesTotalAmt023844
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE JOSHUA TREE & SOUTHERN RAILROAD MUSEUM IS A NON-PROFIT ORGANIZATION DEDICATED TO EDUCATING VISITORS ABOUT RAILROAD HISTORY, OPERATIONS, AND EQUIPMENT THROUGH STATIC DISPLAYS AND A VARIETY OF MODEL DEMONSTRATION RAILROADS.
IRS990EZ/PrintingPublicationsPostageAmt0137
IRS990EZ/ProgramServiceRevenueAmt027750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE JOSHUA TREE & SOUTHERN RAILROAD MUSEUM IS A CHARITABLE ORGANIZATION FOR THE ADVANCEMENT OF EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt021863
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03820
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05126
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024381
IRS990EZ/TotalProgramServiceExpensesAmt021863
IRS990EZ/TotalRevenueAmt032135
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0133568
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0133579
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0303147
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0303147
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0133568
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0133579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036000
IRS990ScheduleA/Total509Grp/TotalAmt0303147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0133568
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt036000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0303147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE $5491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $5289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAXES-PROPERTY $3092
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRAND SCALE EXPENSE $2941
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANOUS $2150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCALE EXPENSE $1966
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOKKEEPING SERVICES $1377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MAINTENANCE & REPAIRS $711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONLEY MEMORIAL EXPENSE $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES $139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LICENSE & PERMITS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12QUICKBOOKS FEES $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DONATION $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14BANK CHARGES $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $3820 Accounts Payable and Accrued Expenses - Ending $5126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMI MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSHUA TREE & SOUTHERN RAILROAD MUSEUM
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0952562877
ReturnHeader/Filer/PhoneNum09496429994
ReturnHeader/Filer/USAddress/AddressLine1Txt0278 ROCHESTER ST
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZER ABBOTT & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055898 29 Palms Hwy Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0922847802
ReturnHeader/PreparerPersonGrp/PhoneNum07603651040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelly L Abbott EA
ReturnHeader/ReturnTs02018-01-12T12:44:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,232
Liabilities
$5,126
Net assets
$204,106
Revenue
$32,135
Expenses
$24,381
Net income
$7,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.56$0.57$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$0.19$0.37$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.05$2.04$0.32$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.04$1.97$1.51$0.31$1.20