San Juan Capistrano Historical Society
- Assets
- $1.1m
- Revenue
- $121.0k
- Investments
- $0.0
- Employees
- 1
- Location
- San Juan Capistrano, CA
- Founding
- 11/1970
- Data as of
- 03/2022
- EIN
- 23-7086386
Organization Overview
San Juan Capistrano Historical Society is located in San Juan Capistrano, CA. The organization was established in 1970. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Juan Capistrano Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, San Juan Capistrano Historical Society generated $121.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $129.8k during the year ending 03/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PRESERVE AND ARCHIVE THE HISTORY AND HERITAGE OF SAN JUAN CAPISTRANO.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF A FREE MUSEUM OPEN TO THE PUBLIC TO HOUSE THE ARCHIVES WHICH INCLUDE A 6000 PLUS PHOTO COLLECTION, LIBRARY, GENEALOGICAL RECORDS, ORAL HISTORIES, ARTIFACTS AND GENERAL FILES, ALL OF WHICH ARE AVAIALBLE TO RESEARCHERS, MEDIA AND STUDENTS.
GENERAL MEETINGS EACH YEAR WITH HISTORICAL BASED PROGRAMS.
LOS RIOS HISTORICAL CENTER REHABILITATION PROJECT AND WALKING TOURS OF HISTORIC ADOBES - RAISE FUNDS FOR THE REHABILITATIN OF HISTORIC STRUCTURES TO BECOME MUSEUMS FOR HISTORICAL DEPICTIONS, ARCHIVAL RESOURCES, GALLERIES AND SPECIAL EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tom Ostensen President | OfficerTrustee | 12 | $0 |
Steve Behmerwohld 1st Vice Pres. | OfficerTrustee | 12 | $0 |
Sheree Ito Director | OfficerTrustee | 0.5 | $0 |
Bart Moore Treasurer | OfficerTrustee | 8 | $0 |
Mark Rottmann Recording Secretary | OfficerTrustee | 8 | $0 |
Warren Siegel Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $9,195 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $19,986 |
| All other contributions, gifts, grants, and similar amounts not included above | $62,230 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $91,411 |
| Total Program Service Revenue | $2,992 |
| Investment income | $160 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $112 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $26,043 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $281 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $120,999 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $39,000 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $3,096 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,353 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $181 |
| Office expenses | $113 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $30,941 |
| Insurance | $4,514 |
| All other expenses | $12,799 |
| Total functional expenses | $129,833 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,133 |
| Savings and temporary cash investments | $311,198 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $795,946 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $10,196 |
| Total assets | $1,123,473 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $145 |
| Total liabilities | $145 |
| Net assets without donor restrictions | $273,040 |
| Net assets with donor restrictions | $850,288 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,123,473 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that San Juan Capistrano Historical Society has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Linda I Smith Foundation Costa Mesa, CA PURPOSE: GENERAL USE - HISTORIC PRESERVATION OF SJC MISSION | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Filoli Center Woodside, CA | $25,536,430 | $12,805,929 |
Ebell Of Los Angeles A Corp Los Angeles, CA | $0 | $4,120,329 |
Arizona Historical Society Tucson, AZ | $4,905,511 | $5,450,544 |
Balboa Park Conservancy San Diego, CA | $0 | $0 |
Pioneer Courthouse Square Of Portland Inc Portland, OR | $2,433,302 | $2,453,569 |
California Historical Society San Francisco, CA | $4,682,304 | $1,015,761 |
San Mateo County Historical Association Redwood City, CA | $17,041,726 | $2,189,539 |
San Diego Historical Society San Diego, CA | $5,956,806 | $1,548,156 |
Santa Barbara Historical Museum Santa Barbara, CA | $11,048,211 | $1,546,553 |
La Jolla Historical Society La Jolla, CA | $4,824,303 | $1,847,731 |
Gay Lesbian Bisexual Transgender Historical Society San Francisco, CA | $850,305 | $1,392,606 |
Maricopa County Historical Society Wickenburg, AZ | $19,800,198 | $1,675,075 |