Civic Intelligence

Kern River Valley Historical Society

990EZ • Fiscal year 2013 • EIN 95-3702689

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 13, 2014

P O Box 65193238

(760) 376-6683

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

51st percentile

2.2%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

42nd percentile

-3.1%

Faster revenue growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$340,924

Up $7,293 (+2.2%) from 2012

Net Assets

Up

$340,924

Up $7,293 (+2.2%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$30,737

Down $977 (-3.1%) from 2012

Expenses

Up

$23,444

Up $568 (+2.5%) from 2012

Net Income

Down

$7,293

Down $1,545 (-17%) from 2012

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $333,631Net Assets 2012: $333,6312012Assets 2013: $340,924Net Assets 2013: $340,9242013Assets 2014: $338,826Net Assets 2014: $338,8262014Assets 2015: $370,870Net Assets 2015: $370,8702015Assets 2016: $645,868Liabilities 2016: $0Net Assets 2016: $645,8682016Assets 2017: $683,513Liabilities 2017: $0Net Assets 2017: $683,5132017Assets 2018: $715,199Liabilities 2018: $0Net Assets 2018: $715,1992018Assets 2019: $739,900Liabilities 2019: $0Net Assets 2019: $739,9002019Assets 2020: $690,935Liabilities 2020: $0Net Assets 2020: $690,9352020Assets 2021: $710,316Liabilities 2021: $0Net Assets 2021: $710,3162021Assets 2022: $670,377Liabilities 2022: $0Net Assets 2022: $670,3772022Assets 2023: $647,928Liabilities 2023: $0Net Assets 2023: $647,9282023

Highlighted filing

2013

Assets$340,924
Liabilities-
Net Assets$340,924

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $31,714Expenses 2012: $22,876Net Income 2012: $8,8382012Revenue 2013: $30,737Expenses 2013: $23,444Net Income 2013: $7,2932013Revenue 2014: $36,318Expenses 2014: $38,416Net Income 2014: -$2,0982014Revenue 2015: $53,778Expenses 2015: $32,136Net Income 2015: $21,6422015Revenue 2016: $75,925Expenses 2016: $41,714Net Income 2016: $34,2112016Revenue 2017: $76,128Expenses 2017: $38,483Net Income 2017: $37,6452017Revenue 2018: $90,073Expenses 2018: $58,387Net Income 2018: $31,6862018Revenue 2019: $83,154Expenses 2019: $58,453Net Income 2019: $24,7012019Revenue 2020: $32,571Expenses 2020: $81,536Net Income 2020: -$48,9652020Revenue 2021: $49,554Expenses 2021: $32,586Net Income 2021: $16,9682021Revenue 2022: $80,607Expenses 2022: $120,546Net Income 2022: -$39,9392022Revenue 2023: $93,362Expenses 2023: $115,811Net Income 2023: -$22,4492023

Highlighted filing

2013

Revenue$30,737
Expenses$23,444
Net Income$7,293
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 13, 2014
Return Version
2013v3.1
Gross Receipts
$30,737
Mission and Program Overview

Mission

Scholarships given to high school students who qualify and have enrolled in a college or university. Elementary school history and art contests and prizes. History classes provided for public attendance free of charge.maintenance and upkeep of museum building and its contents of historical value including an original log cabin on the premises which was restored to its original state with original materials; maintenance and upkeep of an original 1926 graham truck, covered wagon, original stagecoach and farm equipment; indian artifacts, items of the local community of a historical nature, photographs, maps, etc. By 150 or more volunteers who donate their time. Purchase and placement of plaques of a historical nature throughout the kern river valley. Operation of a small gifr shop in the museum by a volunteer staff for six hours a day, four days a week. Yearly visitors number over 10,000. Tours available of the historical walker house and its contents for students and visitors. Annual his

Program Services

DescriptionGrantsExpenses
A. SCHOLARSHIPS GIVEN TO HIGH SCHOOL STUDENTS WHO QUALIFY AND HAVE ENROLLED IN A COLLEGE OR UNIVERSITY. ELEMENTARY SCHOOL HISTORY AND ART CONTESTS AND PRIZES. HISTORY CLASSES PROVIDED FOR PUBLIC ATTENDANCE FREE OF CHARGE.B. MAINTENANCE AND UPKEEP OF MUSEUM BUILDING AND ITS CONTENTS OF HISTORICAL VALUE INCLUDING AN ORIGINAL LOG CABIN ON THE PREMISES WHICH WAS RESTORED TO ITS ORIGINAL STATE WITH ORIGINAL MATERIALS; MAINTENANCE AND UPKEEP OF AN ORIGINAL 1926 GRAHAM TRUCK, COVERED WAGON, ORIGINAL STAGECOACH AND FARM EQUIPMENT, INDIAN ARTIFACT, ITEMS OF THE LOCAL COMMUNITY OF A HISTORICAL NATURE, PHOTOGRAPHS, MAPS, ETC. BY 150 OR MORE VOLUNTEERS WHO DONATE THEIR TIME. PURCHASE AND PLACEMENT OF PLAQUES OF A HISTORICAL NATURE THROUGHOUT THE KERN RIVER VALLEY. OPERATION OF A SMALL GIFT SHOP IN THE MUSEUM BY VOLUNTEER STAFF FOR SIX HOURS A DAY,. FOUR DAYS A WEEK. YEARLY VISITORS NUMBER OVER 10,000. TOURS AVAILABLE OF THE HISTORICAL WALKER HOUSE AND ITS CONTENTS FOR STUDENTS AND VISITORS. ANNUAL HISTORY DAYS CELEBRATION OFFERED ANNUALLY AND ATTENDED BY 1000 OR MORE.$17,638-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom McKinneyPresident-$0--
Dianna AndersonVice President-$0--
Richard BurdgeVice President-$0--
Linda KubisiakVice President-$0--
Diane BachVice President-$0--
Robert WoodsVice President-$0--
Alexis WoodsSecretary-$0--
Shirley FisherSecretary-$0--
Adrienne Chris BurdgeTreasurer-$0--
Ron AndersonDirector-$0--
Ron BachDirector-$0--
Liz BardosDirector-$0--
Ken ColbertDirector-$0--
Linda DiazDirector-$0--
Dave FreelandDirector-$0--
Anne LitzDirector-$0--
Sally PartinDirector-$0--
Chet RockDirector-$0--
Sharonkay SpoonmoreDirector-$0--
Filing and Contact Details

Filer

EIN
95-3702689
Phone
7603766683

Signing Officer

Name
Adrienne Burdge
Title
Treasurer
Signed
2014-04-13
Discuss with paid preparer
Yes

Preparer

Preparer
Eugene Heins EA
Phone
8585604146
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - RRF-1--ANNUAL REGISTRATION RENEWAL FEE REPORT TO ATTORNEY GENERAL OF CALIFORNIA; PART B--LINE 7--RAFFLES: ONE RAFFLE WAS HELD, DECEMBER 10, 2013, IN KERNVILLE. GROSS INCOME AND EXPENSES ARE REPORTED IN FORMS 990-EZ, 199, AND RRF-1

Other Expenses.1001

Advertising and Promotion $1329

Other Expenses.1002

Office Expenses $1399

Other Expenses.1012

Insurance $2423

Other Expenses.1

Saddlebag Expenses $1399

Other Expenses.2

Essay Contest & Scholarships $1225

Other Expenses.4

Raffle Expense $492

Other Expenses.5

Socials & General Mtgs $476

Other Expenses.6

Truck Expenses $427

Other Expenses.7

Awards $398

Other Expenses.8

History Days $375

Other Expenses.9

Museum Supplies $345

Other Expenses.10

Curator $253

Other Expenses.11

Plaques, Bricks, Memorials $231

Other Expenses.12

Dues $140

Other Expenses.13

Badges $66

Other Assets.1

Furniture & Fixtures - Beginning $1456 Furniture & Fixtures - Ending $1456

Other Assets.2

Machinery & Equipment - Beginning $9688 Machinery & Equipment - Ending $9688

Other Assets.3

Inventory Asset - Beginning $9008 Inventory Asset - Ending $9008

Other Assets.4

To Balance - Beginning $-43 To Balance - Ending $-43

Raw XML Appendix261 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/ExplanationTxt0Client Note 1 - RRF-1--ANNUAL REGISTRATION RENEWAL FEE REPORT TO ATTORNEY GENERAL OF CALIFORNIA; PART B--LINE 7--RAFFLES: ONE RAFFLE WAS HELD, DECEMBER 10, 2013, IN KERNVILLE. GROSS INCOME AND EXPENSES ARE REPORTED IN FORMS 990-EZ, 199, AND RRF-1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Socials & General Mtgs $476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Truck Expenses $427
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Awards $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10History Days $375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Museum Supplies $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Curator $253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Plaques, Bricks, Memorials $231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Dues $140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Badges $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Furniture & Fixtures - Beginning $1456 Furniture & Fixtures - Ending $1456
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Machinery & Equipment - Beginning $9688 Machinery & Equipment - Ending $9688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Inventory Asset - Beginning $9008 Inventory Asset - Ending $9008
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19To Balance - Beginning $-43 To Balance - Ending $-43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.4
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Adrienne Burdge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10KERN RIVER VALLEY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0KERN
ReturnHeader/Filer/EIN0953702689
ReturnHeader/Filer/PhoneNum07603766683
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 651
ReturnHeader/Filer/USAddress/City0KERNVILLE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Lindgren Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105402 Ruffin Road Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092123
ReturnHeader/PreparerPersonGrp/PhoneNum08585604146
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eugene Heins EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-04-13T10:58:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.48$0.00$6.48$0.93$1.16$0.22
2022Summary only. Only limited summary data is available for this year.$6.70$0.00$6.70$0.81$1.21$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.00$7.10$0.50$0.33$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$0.00$6.91$0.33$0.82$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.40$0.00$7.40$0.83$0.58$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.00$7.15$0.90$0.58$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$0.76$0.38$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.76$0.42$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.54$0.32$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.39$3.39$0.36$0.38$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.41$3.41$0.31$0.23$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$3.34$0.32$0.23$0.09