Rancho Santa Fe Historical Society Inc
- Assets
- $1.6m
- Revenue
- $188.0k
- Investments
- $343.5k
- Employees
- 2
- Location
- Rancho Santa Fe, CA
- Founding
- 06/1985
- Data as of
- 12/2021
- EIN
- 33-0088236
Organization Overview
Rancho Santa Fe Historical Society Inc is located in Rancho Santa Fe, CA. The organization was established in 1985. 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 12/2021, Rancho Santa Fe Historical Society Inc employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rancho Santa Fe Historical Society Inc 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 12/2021, Rancho Santa Fe Historical Society Inc generated $188.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.6% each year. All expenses for the organization totaled $106.6k during the year ending 12/2021. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO COLLECT, PRESERVE AND INTERPRET DOCUMENTS AND ARTIFACTS OF HISTORICAL NATURE. PROVIDE EDUCATION THROUGH PROGRAMS, PUBLICATIONS, HISTORICAL SITERS AND SPECIAL EVENTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE HISTORICAL SOCIETY OPERATES A MUSEUM AND ARCHIVE OF PUBLICATIONS, PHOTOGRAPHS AND ARTIFACTS. OPEN TO THE PUBLIC TUESDAY, WEDNESDAY, THURSDAY AND FRIDAY FROM 10:00 AM TO 3:00 PM AND BY APPOINTMENT.THE NEWSLETTER IS PUBLISHED THREE OR FOUR TIMES A YEAR. BOOKS RELEVANT TO LOCAL HISTORY ARE SOLD. PROGRAMS TO EDUCATE SCHOOL CHILDREN ABOUT LOCAL HISTORY ARE PROVIDED TWICE A YEAR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cass Kaminetz Executive Director | OfficerTrustee | 40 | $41,190 |
John Vreeburg President | OfficerTrustee | 4 | $0 |
Susan Ault Secretary | OfficerTrustee | 2 | $0 |
Max Wuthrich Member At Large | OfficerTrustee | 1 | $0 |
Kimberly Snyder Treasurer | OfficerTrustee | 2 | $0 |
Peggy Brooks Vice President | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $5,939 |
| Fundraising events | $72,700 |
| Related organizations | $0 |
| Government grants | $34,700 |
| All other contributions, gifts, grants, and similar amounts not included above | $26,421 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $139,760 |
| Total Program Service Revenue | $1,441 |
| Investment income | $3,840 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $34,146 |
| Net Gain/Loss on Asset Sales | $132 |
| Net Income from Fundraising Events | $8,651 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $187,970 |
| 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. | $41,190 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $11,446 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $541 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,250 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $527 |
| 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 | $12,882 |
| Insurance | $3,830 |
| All other expenses | $13,904 |
| Total functional expenses | $106,556 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $133,105 |
| Savings and temporary cash investments | $0 |
| 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 | $14,755 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $715,186 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $343,516 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $404,702 |
| Total assets | $1,611,264 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $4,515 |
| 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 | $1,756 |
| Total liabilities | $6,271 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| 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 | $1,604,993 |
| Total liabilities and net assets/fund balances | $1,611,264 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rancho Santa Fe Historical Society Inc has recieved totaling $500.
| Awarding Organization | Amount |
|---|---|
Middleton Foundation San Mateo, CA PURPOSE: CHARITY | $500 |
Endowment Analysis
| Beg. Balance | $1,177 |
| Ending Balance | $1,177 |
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 |