Civic Intelligence

Lanterman Historical Museum Foundation

990EZ • Fiscal year 2016 • EIN 95-4270325

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 15, 2016

4420 Encinas DriveLA Canada Flintridge, CA 91011

(818) 790-1421

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$46,231

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 42.5% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

2.1%

Faster asset growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$167,649

Up $3,406 (+2.1%) from 2015

Net Assets

Up

$164,449

Up $8,907 (+5.7%) from 2015

Liabilities

Down

$3,200

Down $5,501 (-63%) from 2015

Revenue

Up

$108,689

Up $968 (+0.9%) from 2015

Expenses

Up

$102,779

Up $727 (+0.7%) from 2015

Net Income

Up

$5,910

Up $241 (+4.3%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $92,353Liabilities 2012: $8,5802012Assets 2013: $130,843Liabilities 2013: $7,9952013Assets 2014: $151,718Liabilities 2014: $7,9482014Assets 2015: $164,243Liabilities 2015: $8,701Net Assets 2015: $155,5422015Assets 2016: $167,649Liabilities 2016: $3,200Net Assets 2016: $164,4492016Assets 2017: $190,321Liabilities 2017: $6,601Net Assets 2017: $183,7202017Assets 2018: $220,951Liabilities 2018: $7,566Net Assets 2018: $213,3852018Assets 2019: $254,860Liabilities 2019: $7,566Net Assets 2019: $247,2942019Assets 2020: $245,541Liabilities 2020: $7,678Net Assets 2020: $237,8632020Assets 2021: $296,950Liabilities 2021: $10,269Net Assets 2021: $286,6812021Assets 2022: $301,339Liabilities 2022: $10,367Net Assets 2022: $290,9722022Assets 2023: $354,239Liabilities 2023: $10,367Net Assets 2023: $343,8722023Assets 2024: $397,554Liabilities 2024: $12,139Net Assets 2024: $385,4152024Assets 2025: $451,737Liabilities 2025: $14,417Net Assets 2025: $437,3202025

Highlighted filing

2016

Assets$167,649
Liabilities$3,200
Net Assets$164,449

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $98,996Expenses 2012: $108,095Net Income 2012: -$9,0992012Revenue 2013: $104,464Expenses 2013: $84,692Net Income 2013: $19,7722013Revenue 2014: $110,767Expenses 2014: $101,446Net Income 2014: $9,3212014Revenue 2015: $107,721Expenses 2015: $102,052Net Income 2015: $5,6692015Revenue 2016: $108,689Expenses 2016: $102,779Net Income 2016: $5,9102016Revenue 2017: $113,673Expenses 2017: $112,278Net Income 2017: $1,3952017Revenue 2018: $121,263Expenses 2018: $104,240Net Income 2018: $17,0232018Revenue 2019: $132,838Expenses 2019: $114,945Net Income 2019: $17,8932019Revenue 2020: $134,823Expenses 2020: $122,195Net Income 2020: $12,6282020Revenue 2021: $136,969Expenses 2021: $159,003Net Income 2021: -$22,0342021Revenue 2022: $151,723Expenses 2022: $132,699Net Income 2022: $19,0242022Revenue 2023: $165,135Expenses 2023: $157,380Net Income 2023: $7,7552023Revenue 2024: $168,755Expenses 2024: $180,980Net Income 2024: -$12,2252024Revenue 2025: $189,133Expenses 2025: $185,721Net Income 2025: $3,4122025

Highlighted filing

2016

Revenue$108,689
Expenses$102,779
Net Income$5,910
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 15, 2016
Return Version
2015v2.0
Gross Receipts
$115,649
Mission and Program Overview

Mission

To preserve, restore, operate, and display the lanterman house and its collections for the historical and cultural education and enjoyment of present and future generations of the city of la canada flintridge and the state of california.

Program Services

DescriptionGrantsExpenses
TO PRESERVE, RESTORE, OPERATE, AND DISPLAY THE LANTERMAN HOUSE AND ITS COLLECTIONS FOR THE HISTORICAL AND CULTURAL EDUCATION AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS OF THE CITY OF LA CANADA FLINTRIDGE AND THE STATE OF CALIFORNIA.$98,842$96,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA PATTONExecutive DirectorPT$46,231-$46,231
BOB MOSESPresident-$0--
PETER BRECKHEIMERDirector-$0--
KENT FREWINGSecretary-$0--
CAROL CORMACIDirector-$0--
CANDY DOUGHERTYDirector-$0--
MERRILY HAKEVice President-$0--
JIM KAMBEDirector-$0--
MARY LOU LANGEDYKEDirector-$0--
ANN NEILSONDirector-$0--
CHRISTY SCHOBERDirector-$0--
JOE THOMPSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lanterman Historical Museum Foundation
EIN
95-4270325
Phone
8187901421
Address
4420 ENCINAS DRIVE, LA CANADA FLINTRIDGE, CA 91011

Signing Officer

Name
Melissa Patton
Title
Executive Director
Signed
2016-09-15
Discuss with paid preparer
Yes

Preparer

Firm
McCord & Llewellyn Accountancy
Address
1150 Foothill Blvd G, La Canada, CA 91011
Preparer
David F Llewellyn
Phone
8189521040
Supplemental Narrative

Additional Explanations

Other Revenue.1

Inventory adjustment $1462

Other Revenue.2

SUPPORTING SERVICES $55

Other Expenses.1009

Depreciation $78

Other Expenses.1

Cleaning/maintenance/repairs $12785

Other Expenses.2

Supplies/printing/postage $7159

Other Expenses.3

RENT $4699

Other Expenses.4

Workers compensation ins $2671

Other Expenses.5

PAYROLL FEES $934

Other Expenses.6

MEMBERSHIPS $740

Other Expenses.7

INTERNET $440

Other Expenses.8

OTHER $90

Other Assets.1003

Machinery and Equipment - Beginning $78 Machinery and Equipment - Ending $0

Other Assets.1004

Miscellaneous - Beginning $7000 Miscellaneous - Ending $7000

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $24025

Other Assets.1010

Inventories - Beginning $14778 Inventories - Ending $15641

Other Assets.1

DEPOSITS - Beginning $640 DEPOSITS - Ending $764

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $8701 Accounts Payable and Accrued Expenses - Ending $3200

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVENTORY ADJUSTMENT $1462
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLEANING/MAINTENANCE/REPAIRS $12785
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES/PRINTING/POSTAGE $7159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RENT $4699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WORKERS COMPENSATION INS $2671
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.52$0.14$4.37$1.89$1.86$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.98$0.12$3.85$1.69$1.81$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.10$3.44$1.65$1.57$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.10$2.91$1.52$1.33$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.10$2.87$1.37$1.59$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.08$2.38$1.35$1.22$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.08$2.47$1.33$1.15$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.08$2.13$1.21$1.04$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.07$1.84$1.14$1.12$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.03$1.64$1.09$1.03$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.09$1.56$1.08$1.02$0.06
2014Summary only. Only limited summary data is available for this year.$1.52$0.08$1.11$1.01$0.09
2013Summary only. Only limited summary data is available for this year.$1.31$0.08$1.04$0.85$0.20
2012Summary only. Only limited summary data is available for this year.$0.92$0.09$0.99$1.08$0.09