Civic Intelligence

Lemon Grove Historical Society

EIN 95-3401395 • 501(c)3 • Lemon Grove, CA

Pub. 78 Eligible990-N Coverage

Profile

Preservation of historic buildings & artifacts.

PO Box 624Lemon Grove, CA 91946

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$100,136

Down $1,765 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

$100,136

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$55,709

Up $32,940 (+145%) from 2011

Expenses

Up

$45,485

Up $23,675 (+109%) from 2011

Net Income

Up

$10,224

Up $9,265 (+966%) from 2011

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2011: $101,901Liabilities 2011: $02011Assets 2022: $100,136Liabilities 2022: $0Net Assets 2022: $100,1362022

Highlighted filing

2022

Assets$100,136
Liabilities$0
Net Assets$100,136
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2011: $22,769Expenses 2011: $21,810Net Income 2011: $9592011Revenue 2022: $55,709Expenses 2022: $45,485Net Income 2022: $10,2242022

Highlighted filing

2022

Revenue$55,709
Expenses$45,485
Net Income$10,224
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,136
Liabilities
$0
Net assets
$100,136
Revenue
$55,709
Expenses
$45,485
Net income
$10,224
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.56$0.45$0.10
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.23$0.22$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jul 11, 2022
Return Version
2021v4.0
Gross Receipts
$55,709
Mission and Program Overview

Mission

Preservation of historic buildings & artifacts.

Program Services

DescriptionGrantsExpenses
RESTORATION & MAINTENANCE OF TWO HISTORICAL SITES: THE PARSONAGE MUSEUM AND THE H.LEE HOUSE CULTURAL CENTER.$45,485$4,982
EDUCATIONAL OUTREACH - THE LEMON GROVE HISTORICAL SOCIETY SERVES LEMON GROVE SCHOOL CHILDREN AND RESIDENTS IN LEMON GROVE, EAST SAN DIEGO COUNTY AND SOUTH BAY WITH HISTORICAL EXHIBITIONS IN THE PARSONAGE MUSEUM, HISTORY LECTURES, CLASSES AND CONCERTS IN THE H.LEE HOUSE CULTURAL CENTER, A SPEAKERS BUREAU, HISTORY ESSAY AND ART CONTESTS FOR LOCAL STUDENTS, PHOTOGRAPHIC AND PRINT ARCHIVES FOR SCHOLARLY RESEARCH, AND URBAN BEAUTIFICATION WITH THE LEMON GROVE HISTORY MURAL PUBLIC ART INSTALLATION. THE H. LEE HOUSE IS AVAILABLE FOR SOCIAL AND EDUCATIONAL RENTALS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA HOOKPresidentPT$0--
SARAH LEWISVice PresidentPT$0--
BARBARA SOTOSecretaryPT$0--
HELEN OFIELDTreasurerPT$0--
CYNTHIA DOYLEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lemon Grove Historical Society
EIN
95-3401395
Phone
6194604353
Address
PO BOX 624, LEMON GROVE, CA 91946

Signing Officer

Name
Helen Ofield
Title
Treasurer
Signed
2022-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Rogers & Ho PC
Address
7435 University Ave Suite 101, La Mesa, CA 91942
Preparer
Henry Ho CPA
Phone
6194628241
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $593”

Other Expenses.1002

“Office Expenses $1333”

Other Expenses.1009

“Depreciation $4148”

Other Expenses.1012

“Insurance $5342”

Other Expenses.1

“Repairs & maintenance $7070”

Other Expenses.2

“LEE HOUSE EXPENSES $5588”

Other Expenses.3

“SUPPLIES $3192”

Other Expenses.4

“VIDEOGRAPHY $2875”

Other Expenses.5

“EQUIPMENT $2460”

Other Expenses.6

“WEB SITE $2389”

Other Expenses.7

“Leasehold improvements $1987”

Other Expenses.8

“ESSAY COMPETITIONS $1262”

Other Expenses.10

“MESEUM EXHIBITS $833”

Other Expenses.11

“BRICKS $807”

Other Expenses.12

“DUES & MEMBERSHIP $350”

Other Expenses.13

“SECURITY $276”

Other Expenses.14

“FUNERAL EXPENSES $248”

Other Expenses.15

“PERMITS & FEES $189”

Other Expenses.16

“SPEAKER HONORARIA $150”

Other Expenses.17

“TAXES $80”

Other Expenses.18

“TELEPHONE $60”

Raw XML Appendix196 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1333
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN OFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEMON GROVE HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0953401395
ReturnHeader/Filer/PhoneNum06194604353
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ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
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