Civic Intelligence

Encinitas Historical Society

EIN 95-3806162 • 501(c)3 • Encinitas, CA

Profile

Preserve knowledge of encinitas

390 West F StreetEncinitas, CA 92024
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 2019

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

67%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$61,445

Up $8,320 (+16%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$61,445

Up $8,320 (+16%) from 2018

Revenue

Up

$32,577

Up $13,014 (+67%) from 2018

Expenses

Down

$24,257

Down $18,808 (-44%) from 2018

Net Income

Up

$8,320

Up $31,822 (+135%) from 2018

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $76,627Liabilities 2017: $02017Assets 2018: $53,125Liabilities 2018: $0Net Assets 2018: $53,1252018Assets 2019: $61,445Liabilities 2019: $0Net Assets 2019: $61,4452019

Highlighted filing

2019

Assets$61,445
Liabilities$0
Net Assets$61,445

Operations Trend

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

$200K$100K$0-$100KRevenue 2017: $176,871Expenses 2017: $171,458Net Income 2017: $5,4132017Revenue 2018: $19,563Expenses 2018: $43,065Net Income 2018: -$23,5022018Revenue 2019: $32,577Expenses 2019: $24,257Net Income 2019: $8,3202019

Highlighted filing

2019

Revenue$32,577
Expenses$24,257
Net Income$8,320

Filings

Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Gross Receipts
$19,563
Mission and Program Overview

Mission

Preserve knowledge of encinitas

Program Services

DescriptionGrantsExpenses
EDUCATE THE PUBLIC ON THE HISTORY OF ENCINITAS BY POWERPOINT PRESENTATIONS AND ARCHIVING HISTORICAL INFORMATION AS WELL AS HOSTING 6-8 CLASSES AT THE OLD SCHOOL HOUSE CONT SCH O-$38,391
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN ROY COPEPresidentPT$0--
DAYNA DONATELLIVice President-$0--
CONNIE MCINTIRESecretary-$0--
PAM WALKERTreasurer-$0--
LOIS AUFMANNAssistant Treasurer-$0--
MARILYN FOWLERMembership-$0--
JOY LYNDESBoard Member-$0--
GIGI LOPARTRIELLOBoard Member-$0--
SUZANNE SPECTORBoard Member-$0--
MIKE WALLACEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Encinitas Historical Society
EIN
95-3806162
Address
390 WEST F STREET, ENCINITAS, CA 92024

Signing Officer

Name
Carolyn Roy Cope
Title
President
Phone
7609429066
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Mother Lode Bookkeeping Inc
Address
207 WEST D STREET, ENCINITAS, CA 92024
Preparer
Jean M Smith EA
Phone
7604369044
Supplemental Narrative

Additional Explanations

General explanation attachment

Encinitas historical society took on the project of the encinitas heritage tree for annual lighting of the heritage tree. Acquired city and county grants and were successful to fulfill the dream of connecting underground wiring to the base of the tree, lowering energy costs significantly.

List of grants and similar amounts paid Part I line 10

Activity donation grantee encinitas arts culture and ecology

Description of other expenses Part I line 16

Description amountoffice expenses 2,808business memberships 220annual meeting 232insurance 908heritage tree project 25,671photo imaging 365supplies 600fees 266books, subscriptions reference 9,526depreciation 1,223

Description of other assets Part II line 24

Category beginning of year end of yearimprovements 26,506 25,376equipment 93 0

Raw XML Appendix218 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ENCINITAS HISTORICAL SOCIETY TOOK ON THE PROJECT OF THE ENCINITAS HERITAGE TREE FOR ANNUAL LIGHTING OF THE HERITAGE TREE. ACQUIRED CITY AND COUNTY GRANTS AND WERE SUCCESSFUL TO FULFILL THE DREAM OF CONNECTING UNDERGROUND WIRING TO THE BASE OF THE TREE, LOWERING ENERGY COSTS SIGNIFICANTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY DONATION GRANTEE ENCINITAS ARTS CULTURE AND ECOLOGY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTOFFICE EXPENSES 2,808BUSINESS MEMBERSHIPS 220ANNUAL MEETING 232INSURANCE 908HERITAGE TREE PROJECT 25,671PHOTO IMAGING 365SUPPLIES 600FEES 266BOOKS, SUBSCRIPTIONS REFERENCE 9,526DEPRECIATION 1,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARIMPROVEMENTS 26,506 25,376EQUIPMENT 93 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean M Smith EA
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