Civic Intelligence

Twentynine Palms Historical Society

EIN 95-3778972 • 501(c)3 • Twentynine Palms, CA

Profile

Perserve, Promote. Educate Areas History

PO Box 1926Twentynine Palms, CA 92277

29palmshistorical.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 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

98th percentile

364%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

3.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$726,378

Up $569,904 (+364%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$726,378

Up $569,904 (+364%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Up

$46,170

Up $1,743 (+3.9%) from 2023

Expenses

Up

$74,767

Up $42,703 (+133%) from 2023

Net Income

Down

-$28,597

Down $40,960 (-331%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$800K$600K$400K$200K$0Assets 2011: $170,536Liabilities 2011: $02011Assets 2012: $159,876Liabilities 2012: $02012Assets 2013: $174,479Liabilities 2013: $02013Assets 2014: $199,235Liabilities 2014: $02014Assets 2015: $208,237Liabilities 2015: $02015Assets 2016: $206,993Liabilities 2016: $02016Assets 2017: $230,041Liabilities 2017: $02017Assets 2018: $181,137Liabilities 2018: $02018Assets 2019: $157,324Liabilities 2019: $02019Assets 2020: $127,607Liabilities 2020: $02020Assets 2021: $138,278Liabilities 2021: $0Net Assets 2021: $138,2782021Assets 2022: $144,111Net Assets 2022: $144,1112022Assets 2023: $156,474Net Assets 2023: $156,4742023Assets 2024: $726,378Liabilities 2024: $0Net Assets 2024: $726,3782024

Highlighted filing

2024

Assets$726,378
Liabilities$0
Net Assets$726,378
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KRevenue 2011: $25,306Expenses 2011: $18,835Net Income 2011: $6,4712011Revenue 2012: $42,875Expenses 2012: $53,535Net Income 2012: -$10,6602012Revenue 2013: $27,695Expenses 2013: $13,092Net Income 2013: $14,6032013Revenue 2014: $42,940Expenses 2014: $18,184Net Income 2014: $24,7562014Revenue 2015: $22,559Expenses 2015: $13,557Net Income 2015: $9,0022015Revenue 2016: $11,472Expenses 2016: $12,716Net Income 2016: -$1,2442016Revenue 2017: $37,030Expenses 2017: $13,982Net Income 2017: $23,0482017Revenue 2018: -$35,433Expenses 2018: $13,471Net Income 2018: -$48,9042018Revenue 2019: -$7,530Expenses 2019: $16,283Net Income 2019: -$23,8132019Revenue 2020: $67,390Expenses 2020: $97,107Net Income 2020: -$29,7172020Revenue 2021: $39,192Expenses 2021: $28,664Net Income 2021: $10,5282021Revenue 2022: $38,434Expenses 2022: $32,601Net Income 2022: $5,8332022Revenue 2023: $44,427Expenses 2023: $32,064Net Income 2023: $12,3632023Revenue 2024: $46,170Expenses 2024: $74,767Net Income 2024: -$28,5972024

Highlighted filing

2024

Revenue$46,170
Expenses$74,767
Net Income-$28,597
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$726,378
Liabilities
$0
Net assets
$726,378
Revenue
$46,170
Expenses
$74,767
Net income
-$28,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.46$0.75$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.44$0.32$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.38$0.33$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.39$0.29$0.11
2020Summary only. Only limited summary data is available for this year.$1.28$0.00$0.67$0.97$0.30
2019Summary only. Only limited summary data is available for this year.$1.57$0.00$0.08$0.16$0.24
2018Summary only. Only limited summary data is available for this year.$1.81$0.00$0.35$0.13$0.49
2017Summary only. Only limited summary data is available for this year.$2.30$0.00$0.37$0.14$0.23
2016Summary only. Only limited summary data is available for this year.$2.07$0.00$0.11$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$2.08$0.00$0.23$0.14$0.09
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$0.43$0.18$0.25
2013Summary only. Only limited summary data is available for this year.$1.74$0.00$0.28$0.13$0.15
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.43$0.54$0.11
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.25$0.19$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.2
Gross Receipts
$84,352
Mission and Program Overview

Mission

Perserve, Promote. Educate Areas History

To preserve, promote and educate the areas history

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$623,163-
Savings and Temporary Cash Investments-$52,612-
Cash and Non-Interest-Bearing Accounts$117,348$19,295▼ $98,053
Land, Buildings, and Equipment, Net$7,908$17,116▲ $9,208
Inventories for Sale or Use-$14,192-
Total Assets$156,474$726,378▲ $569,904
Other Assets Total$31,218--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$156,474$726,378▲ $569,904
Total Net Assets Fund Balance$156,474$726,378▲ $569,904
Total Liabilities and Net Assets / Fund Balance$156,474$726,378▲ $569,904

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,908--
Other Land Buildings$9,208--
Financial Derivatives$623,163--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Steven ReyesVice President
Dana Lynn BowdenCEO
Jennifer B SmithSecretary
Jeffrey B DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,344
Program Service Revenue
$0
Investment Income
$25,449
Other Revenue
$6,377
All Other Contributions
$8,662
Change in Net Assets
$-28,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$49,274$0$0$49,274
All Other Expenses$9,009$0$0$9,009
Insurance$8,047$0$0$8,047
Other Expenses$2,793$0$0$2,793
Fees for Services Accounting$1,325$0$0$1,325
Advertising$200$0$0$200
Total Functional Expenses$74,767$0$0$74,767
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,396
Fundraising Direct Expenses$5,379
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Twentynine Palms Historical Society
EIN
95-3778972
Phone
7609633501
Address
PO Box 1926, Twentynine Palms, CA 92277

Signing Officer

Name
Jeff Dunn
Title
Treasrer
Phone
7609633501
Signed
2025-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Dunn
Formed
1982
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
38

Preparer

Firm
Rarick Financial Group
Address
56913 Yucca Trail Ste A, Yucca Valley, CA 92284
Preparer
John Babrowski
Phone
7602281829
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“secretary takes minutes”

Pt VI, Line 11B

“board meetings”

Pt XII, Line 1

“hybrid system”

Form 990, Part IX, Line 24E

“Computer repair 847. 847. 0. 0.”

Form 990, Part IX, Line 24E

“License/permit 117. 117. 0. 0.”

Form 990, Part IX, Line 24E

“Internet fees 1705. 1705. 0. 0.”

Form 990, Part IX, Line 24E

“Accessions 215. 215. 0. 0.”

Form 990, Part IX, Line 24E

“DISPLAYS 130. 130. 0. 0.”

Form 990, Part IX, Line 24E

“DUES 204. 204. 0. 0.”

Form 990, Part IX, Line 24E

“Security system-new 3231. 3231. 0. 0.”

Form 990, Part IX, Line 24E

“Supplies o/h 367. 367. 0. 0.”

Form 990, Part IX, Line 24E

“MISC 458. 458. 0. 0.”

Form 990, Part IX, Line 24E

“PRINTING 200. 200. 0. 0.”

Form 990, Part IX, Line 24E

“Postage 1535. 1535. 0. 0.”

Raw XML Appendix378 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040866
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt039755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030015
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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt07908
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0secretary takes minutes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2hybrid system
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPUTER REPAIR 847. 847. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE/PERMIT 117. 117. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INTERNET FEES 1705. 1705. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACCESSIONS 215. 215. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DISPLAYS 130. 130. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUES 204. 204. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SECURITY SYSTEM-NEW 3231. 3231. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES O/H 367. 367. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC 458. 458. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PRINTING 200. 200. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE 1535. 1535. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt014344
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IRS990/TotalFunctionalExpensesGrp/TotalAmt074767
IRS990/TotalGrossUBIAmt06017
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0726378
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046170
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06017
IRS990/TotalVolunteersCnt038
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IRS990/USAddress/AddressLine1Txt06760 NATL PARK DR
IRS990/USAddress/CityNm0TWENTYNINE PALMS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092277
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASRER
ReturnHeader/BusinessOfficerGrp/PhoneNum07609633501
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Twentynine Palms Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0TWEN
ReturnHeader/Filer/EIN0953778972
ReturnHeader/Filer/PhoneNum07609633501
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1926
ReturnHeader/Filer/USAddress/CityNm0Twentynine Palms
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092277
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330841378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rarick Financial Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056913 Yucca Trail Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Yucca Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092284
ReturnHeader/PreparerPersonGrp/PhoneNum07602281829
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BABROWSKI
ReturnHeader/ReturnTs02025-08-05T06:08:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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