Civic Intelligence

Vista Historical Society

EIN 95-3752966 • 501(c)3 • Vista, CA

Profile

Preservation of history

PO Box 1032Vista, CA 92085-1032

vistahistoricalsociety.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

85%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$513,210

Up $56,661 (+12%) from 2024

Liabilities

Down

$0

Down $1,612 (-100%) from 2024

Net Assets

Up

$513,210

Up $58,273 (+13%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Up

$127,749

Up $58,514 (+85%) from 2024

Expenses

Down

$69,476

Down $27,288 (-28%) from 2024

Net Income

Up

$58,273

Up $85,802 (+312%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2011: $300,320Liabilities 2011: $902Net Assets 2011: $299,4182011Assets 2012: $271,840Liabilities 2012: $747Net Assets 2012: $271,0932012Assets 2013: $257,760Liabilities 2013: $839Net Assets 2013: $256,9212013Assets 2014: $467,418Liabilities 2014: $839Net Assets 2014: $466,5792014Assets 2015: $492,610Liabilities 2015: $832Net Assets 2015: $491,7782015Assets 2016: $444,999Liabilities 2016: $950Net Assets 2016: $444,0492016Assets 2017: $448,916Liabilities 2017: $975Net Assets 2017: $447,9412017Assets 2018: $469,326Liabilities 2018: $1,022Net Assets 2018: $468,3042018Assets 2019: $483,072Liabilities 2019: $1,061Net Assets 2019: $482,0112019Assets 2020: $472,078Liabilities 2020: $1,144Net Assets 2020: $470,9342020Assets 2021: $509,336Liabilities 2021: $1,243Net Assets 2021: $508,0932021Assets 2022: $497,387Liabilities 2022: $1,319Net Assets 2022: $496,0682022Assets 2023: $483,697Liabilities 2023: $1,231Net Assets 2023: $482,4662023Assets 2024: $456,549Liabilities 2024: $1,612Net Assets 2024: $454,9372024Assets 2025: $513,210Liabilities 2025: $0Net Assets 2025: $513,2102025

Highlighted filing

2025

Assets$513,210
Liabilities$0
Net Assets$513,210
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $32,645Expenses 2011: $54,338Net Income 2011: -$21,6932011Revenue 2012: $23,893Expenses 2012: $52,218Net Income 2012: -$28,3252012Revenue 2013: $31,106Expenses 2013: $45,278Net Income 2013: -$14,1722013Revenue 2014: $259,259Expenses 2014: $49,601Net Income 2014: $209,6582014Revenue 2015: $82,023Expenses 2015: $56,824Net Income 2015: $25,1992015Revenue 2016: $50,101Expenses 2016: $82,361Net Income 2016: -$32,2602016Revenue 2017: $76,369Expenses 2017: $85,907Net Income 2017: -$9,5382017Revenue 2018: $87,703Expenses 2018: $67,608Net Income 2018: $20,0952018Revenue 2019: $83,911Expenses 2019: $74,083Net Income 2019: $9,8282019Revenue 2020: $75,053Expenses 2020: $67,716Net Income 2020: $7,3372020Revenue 2021: $83,361Expenses 2021: $75,649Net Income 2021: $7,7122021Revenue 2022: $78,627Expenses 2022: $72,157Net Income 2022: $6,4702022Revenue 2023: $76,377Expenses 2023: $91,636Net Income 2023: -$15,2592023Revenue 2024: $69,235Expenses 2024: $96,764Net Income 2024: -$27,5292024Revenue 2025: $127,749Expenses 2025: $69,476Net Income 2025: $58,2732025

Highlighted filing

2025

Revenue$127,749
Expenses$69,476
Net Income$58,273
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$513,210
Liabilities
$0
Net assets
$513,210
Revenue
$127,749
Expenses
$69,476
Net income
$58,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.00$5.13$1.28$0.69$0.58
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.02$4.55$0.69$0.97$0.28
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.01$4.82$0.76$0.92$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.97$0.01$4.96$0.79$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.09$0.01$5.08$0.83$0.76$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.01$4.71$0.75$0.68$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.01$4.82$0.84$0.74$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.01$4.68$0.88$0.68$0.20
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.01$4.48$0.76$0.86$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.45$0.01$4.44$0.50$0.82$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.01$4.92$0.82$0.57$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.01$4.67$2.59$0.50$2.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.01$2.57$0.31$0.45$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.01$2.71$0.24$0.52$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.01$2.99$0.33$0.54$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 14, 2025
Return Version
2024v5.2
Gross Receipts
$141,521
Mission and Program Overview

Mission

Preservation of history

The vista ranchos historical society is specifically concerned with the discovery,recording, collecting and preservation of the historical facts, properties and other materials regarding the history of the southwestern united states,particularly the settlement and development of

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$342,096$341,608▼ $488
Investments in Publicly Traded Securities$104,374$151,471▲ $47,097
Cash and Non-Interest-Bearing Accounts$10,079$20,131▲ $10,052
Total Assets$456,549$513,210▲ $56,661
Liabilities
Other Liabilities$1,612--
Total Liabilities$1,612$0▼ $1,612
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$454,937$513,210▲ $58,273
Total Net Assets Fund Balance$454,937$513,210▲ $58,273
Total Liabilities and Net Assets / Fund Balance$456,549$513,210▲ $56,661

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$48,099$29,185-
Land$278,798--
Leasehold Improvements$14,711$3,678-
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Eleanor HutchinsPresident
David LarkinVice President
Janice KlafehnVice President
Alan HarveyDirector
Carlotta MaloneDirector
Carolyn ChiribogaDirector
Jim MaloneDirector
John J AguileraDirector
Patricia RichardsonDirector
Russel HarveyDirector
Jack LarimerMuseum Director
Sandi GrahamCorres Secretary
Sharon LarimerSecretary
Terry MoxleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,643
Program Service Revenue
$0
Investment Income
$5,289
Other Revenue
$21,817
All Other Contributions
$8,221
Change in Net Assets
$58,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,054
Salaries, Compensation, and Employee Benefits$18,422
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,809--$16,809
Fees for Services Other$14,307--$14,307
Conferences and Meetings$3,500$7,061-$10,561
Office Expenses$7,713--$7,713
Occupancy$7,577--$7,577
Depreciation Depletion$6,578--$6,578
Insurance-$3,041-$3,041
Payroll Taxes$1,613--$1,613
Advertising$677--$677
Fees for Services Accounting$600--$600
Total Functional Expenses$59,374$10,102$0$69,476
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Annual Meetings Determine Governance”

Conflict of interest policy compliance Part VI line 12C

“Upon Request”

Governing documents etc available to public Part VI line 19

“Upon Request”

Filing and Contact Details

Filer

Filer Name
Vista Historical Society
EIN
95-3752966
In Care Of
% Terry Moxley
Phone
7606300444
Address
PO BOX 1032, Vista, CA 92085-1032

Signing Officer

Name
Terry Moxley
Title
Treasurer
Phone
7606300444
Signed
2025-10-14
Discuss with paid preparer
No

Organization Details

Formed
1967
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
0
Employees
1
Volunteers
20

Preparer

Firm
DiGrado Tax and Accounting APC
Address
4605 Briar Ridge Rd, Oceanside, CA 92056
Preparer
Michael J Digrado
Phone
7192521113
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“_Utilities_______________________________________________ $________8,065_Postage_________________________________________________ ___________240_Security________________________________________________ _________4,040_Charity_________________________________________________ ___________400_Sales_ Tax_______________________________________________ ____________47_Dues____________________________________________________ _________1,365_Bank_ Fees_______________________________________________ ___________150”

Part III response or note to any other line in Part III

“PRESERVATION OF HISTORY”

Raw XML AppendixShowing 400 of 436 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2MUSEUM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRES SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0THE VISTA RANCHOS HISTORICAL SOCIETY IS SPECIFICALLY CONCERNED WITH THE DISCOVERY,RECORDING, COLLECTING AND PRESERVATION OF THE HISTORICAL FACTS, PROPERTIES AND OTHER MATERIALS REGARDING THE HISTORY OF THE SOUTHWESTERN UNITED STATES,PARTICULARLY THE SETTLEMENT AND DEVELOPMENT OF
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Annual Meetings Determine Governance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3_Utilities_______________________________________________ $________8,065_Postage_________________________________________________ ___________240_Security________________________________________________ _________4,040_Charity_________________________________________________ ___________400_Sales_ Tax_______________________________________________ ____________47_Dues____________________________________________________ _________1,365_Bank_ Fees_______________________________________________ ___________150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRESERVATION OF HISTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
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