Civic Intelligence

Glendale Historical Society

990EZ • Fiscal year 2018 • EIN 95-3471902

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 07, 2018

PO Box 4173Glendale, CA 91202

(818) 531-4362

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$232,787

Up $61,564 (+36%) from 2017

Net Assets

Up

$232,787

Up $61,564 (+36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$135,871

Up $43,356 (+47%) from 2017

Expenses

Down

$74,307

Down $14,191 (-16%) from 2017

Net Income

Up

$61,564

Up $57,547 (+1433%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $126,832Liabilities 2015: $0Net Assets 2015: $126,8322015Assets 2016: $167,206Liabilities 2016: $0Net Assets 2016: $167,2062016Assets 2017: $171,223Liabilities 2017: $0Net Assets 2017: $171,2232017Assets 2018: $232,787Liabilities 2018: $0Net Assets 2018: $232,7872018Assets 2019: $262,571Liabilities 2019: $0Net Assets 2019: $262,5712019Assets 2020: $311,854Liabilities 2020: $0Net Assets 2020: $311,8542020Assets 2021: $284,412Liabilities 2021: $0Net Assets 2021: $284,4122021Assets 2022: $288,736Liabilities 2022: $0Net Assets 2022: $288,7362022Assets 2023: $333,516Net Assets 2023: $333,5162023Assets 2024: $468,280Net Assets 2024: $468,2802024

Highlighted filing

2018

Assets$232,787
Liabilities$0
Net Assets$232,787

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $83,770Expenses 2015: $51,248Net Income 2015: $32,5222015Revenue 2016: $140,255Expenses 2016: $99,881Net Income 2016: $40,3742016Revenue 2017: $92,515Expenses 2017: $88,498Net Income 2017: $4,0172017Revenue 2018: $135,871Expenses 2018: $74,307Net Income 2018: $61,5642018Revenue 2019: $116,488Expenses 2019: $86,704Net Income 2019: $29,7842019Revenue 2020: $118,253Expenses 2020: $68,970Net Income 2020: $49,2832020Revenue 2021: $42,309Expenses 2021: $69,751Net Income 2021: -$27,4422021Revenue 2022: $73,157Expenses 2022: $68,833Net Income 2022: $4,3242022Revenue 2023: $92,304Expenses 2023: $47,524Net Income 2023: $44,7802023Revenue 2024: $168,748Expenses 2024: $33,984Net Income 2024: $134,7642024

Highlighted filing

2018

Revenue$135,871
Expenses$74,307
Net Income$61,564
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 7, 2018
Return Version
2017v2.3
Gross Receipts
$148,261
Mission and Program Overview

Mission

Celebrate and preserve glendale's history and architectural heritage.

Program Services

DescriptionGrantsExpenses
TOURS OF HISTORIC BUIDLINGS AND HOMES.$0$27,128
GALA EVENT.$0$12,390
MONTHLY EVENTS AND ANNUAL MEETING OF THE ORGANIZATION'S MEMBER.$0$11,596
QUARTERLY NEWSLETTER TO UPDATE ITS MEMBERSHIP ABOUT PRESERVATION ISSUES, EDUCATING THEM ABOUT GLENDALE HISTORY AND PROMOTE OTHER PROGRAM SERVICES.$0$4,731
RESEARCH AND GRANTS REGARDING HISTORIC PERSERVATION IN GLENDALE$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG GRAMMERDirector-$0--
CATHERINE JURCAVice-President-$0--
STEVE HUNTPresident-$0--
BRUCE MERRITTDirector-$0--
LAURA CROOKDirector-$0--
MARGARET HAMMONDDirector-$0--
MARCIA HANFORDDirector-$0--
SEAN BERSELLExecutive Director-$0--
FRANCESCA SMITHDirector-$0--
JOEMY WILSONDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala - Ticket Sale & Silent Auction$28,926$28,926$4,173$24,753
Total Events$28,926$28,926$12,390$16,536
Filing and Contact Details

Filer

Filer Name
Glendale Historical Society
EIN
95-3471902
Phone
8185314362
Address
PO BOX 4173, GLENDALE, CA 91202

Signing Officer

Name
Steve Hunt
Title
President
Phone
8185314362
Signed
2018-12-07
Discuss with paid preparer
Yes

Preparer

Firm
RUSS & ALLCROFT CPA'S
Address
741 GLENVIA ST SUITE 100, GLENDALE, CA 91206
Preparer
Donald E Russ
Phone
8182478260
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 523.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 16.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 2,408. Description: marketing. Amount: 1,224. Description: membership. Amount: 2,475. Description: misc. Amount: 993. Description: office. Amount: 1,316. Description: telephone. Amount: 216. Description: doctor house and tours expense. Amount: 27,128. Description: annual meeting . Amount: 1,920. Description: newsletter. Amount: 4,731. Description: preservation expense. Amount: 2,456. Description: donations. Amount: 6,985. Description: filing fee. Amount: 10. Description: monthly event expense. Amount: 9,675. Description: restoration expo expense. Amount: 10,829. Total to form 990-ez, line 16: 72,366.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 0. End of year amount: 1,916.

Raw XML Appendix249 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXECUTIVE DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PrimaryExemptPurposeTxt0CELEBRATE AND PRESERVE GLENDALE'S HISTORY AND ARCHITECTURAL HERITAGE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GALA EVENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TOURS OF HISTORIC BUIDLINGS AND HOMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MONTHLY EVENTS AND ANNUAL MEETING OF THE ORGANIZATION'S MEMBER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3QUARTERLY NEWSLETTER TO UPDATE ITS MEMBERSHIP ABOUT PRESERVATION ISSUES, EDUCATING THEM ABOUT GLENDALE HISTORY AND PROMOTE OTHER PROGRAM SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4RESEARCH AND GRANTS REGARDING HISTORIC PERSERVATION IN GLENDALE
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA - TICKET SALE & SILENT AUCTION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 2,408. DESCRIPTION: MARKETING. AMOUNT: 1,224. DESCRIPTION: MEMBERSHIP. AMOUNT: 2,475. DESCRIPTION: MISC. AMOUNT: 993. DESCRIPTION: OFFICE. AMOUNT: 1,316. DESCRIPTION: TELEPHONE. AMOUNT: 216. DESCRIPTION: DOCTOR HOUSE AND TOURS EXPENSE. AMOUNT: 27,128. DESCRIPTION: ANNUAL MEETING . AMOUNT: 1,920. DESCRIPTION: NEWSLETTER. AMOUNT: 4,731. DESCRIPTION: PRESERVATION EXPENSE. AMOUNT: 2,456. DESCRIPTION: DONATIONS. AMOUNT: 6,985. DESCRIPTION: FILING FEE. AMOUNT: 10. DESCRIPTION: MONTHLY EVENT EXPENSE. AMOUNT: 9,675. DESCRIPTION: RESTORATION EXPO EXPENSE. AMOUNT: 10,829. TOTAL TO FORM 990-EZ, LINE 16: 72,366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,916.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091206
ReturnHeader/PreparerPersonGrp/PhoneNum08182478260
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD E RUSS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-10T14:06:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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