San Mateo County Historical Association
- Assets
- $20.0m
- Revenue
- $5.8m
- Investments
- $0.0
- Employees
- 21
- Location
- Redwood City, CA
- Founding
- 12/1953
- Data as of
- 06/2022
- EIN
- 23-7186194
Organization Overview
San Mateo County Historical Association is located in Redwood City, CA. The organization was established in 1953. 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. As of 06/2022, San Mateo County Historical Association employed 21 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Mateo County Historical Association 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 06/2022, San Mateo County Historical Association generated $5.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 22.0% each year . All expenses for the organization totaled $1.9m during the year ending 06/2022. While expenses have increased by 2.8% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
THE ASSOCIATION'S COLLECTIONS ARE MADE UP OF OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASES OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT RESTRICTIONS AND AS A DECREASE IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE ASSOCIATION'S INSURANCE POLICY OF MUSEUM COLLECTIONS EXPIRED IN NOVEMBER 1995. THE BOARD OF DIRECTORS HAS DETERMINED THAT IT IS NOT FEASIBLE TO OBTAIN SIMILAR COVERAGE ON THE COLLECTIONS DUE TO THE HIGH PREMIUM COST.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION'S COLLECTIONS INCLUDE HISTORICAL DATA, INFORMATION, RELICS, OBJECTS AND RECORDS OF HISTORICAL INTEREST RELATING TO SAN MATEO COUNTY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Chonita E Cleary Chair | OfficerTrustee | 1 | $0 |
John La Torra Vice Chair | OfficerTrustee | 1 | $0 |
John Blake Secretary | OfficerTrustee | 1 | $0 |
Christine Williams Treasurer | OfficerTrustee | 1 | $0 |
Jennifer Acheson Director | Trustee | 1 | $0 |
Thomas Ames Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $56,246 |
| Fundraising events | $396,299 |
| Related organizations | $0 |
| Government grants | $638,397 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,846,281 |
| Noncash contributions included in lines 1a–1f | $80,004 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,937,223 |
| Total Program Service Revenue | $65,554 |
| Investment income | $50,328 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $31,664 |
| Net Gain/Loss on Asset Sales | -$89,325 |
| Net Income from Fundraising Events | -$224,307 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $13,938 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,785,075 |
| 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. | $238,639 |
| Compensation of current officers, directors, key employees. | $21,477 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $833,789 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $100,979 |
| Payroll taxes | $78,915 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $61,387 |
| Advertising and promotion | $8,161 |
| Office expenses | $42,742 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $80,004 |
| Travel | $2,225 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $170 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $253,632 |
| Insurance | $41,236 |
| All other expenses | $37,842 |
| Total functional expenses | $1,895,623 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,573,909 |
| Savings and temporary cash investments | $6,027,361 |
| Pledges and grants receivable | $470,900 |
| 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 | $39,527 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $5,536,376 |
| Investments—publicly traded securities | $3,619,665 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $655,837 |
| Other assets | $1,117,818 |
| Total assets | $20,041,393 |
| Accounts payable and accrued expenses | $60,147 |
| Grants payable | $0 |
| Deferred revenue | $65,950 |
| 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 | $0 |
| Total liabilities | $126,097 |
| Net assets without donor restrictions | $10,916,294 |
| Net assets with donor restrictions | $8,999,002 |
| 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 | $20,041,393 |