Rancho Bernardo Historical Society
- Assets
- $508.5k
- Revenue
- $30.4k
- Investments
- $0.0
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 12/2000
- Data as of
- 12/2021
- EIN
- 33-0269787
Organization Overview
Rancho Bernardo Historical Society is located in San Diego, CA. The organization was established in 2000. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, 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. Rancho Bernardo 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 12/2021, Rancho Bernardo Historical Society generated $30.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (10.0%) each year. All expenses for the organization totaled $44.6k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.2%) per year over the past 6 years. 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
OPERATE A COMMUNITY HISTORY MUSEUM
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOCIETY OPERATES A COMMUNITY MUSEUM THAT HOUSES ARCHIVES OF HISTORICAL DOCUMENTS AND ARTIFACTS. THE MUSEUM IS OPEN TO THE PUBLIC WITHOUT CHARGE FOR RESEARCH AND EDUCATION PURPOSES. THE MUSEUMS EXHIBITS PRESENT INFORMATION ABOUT VARIOUS PERIODS OF HISTORY IN A MANNER THAT IS EDUCATIONAL AND ENTERTAINING TO MORE THAN 7,000 VISITORS ANNUALLY PRE-COVID.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeanne Maclaren Treasurer | OfficerTrustee | 5 | $0 |
Ernie Price Vice President | OfficerTrustee | 0 | $0 |
Raenell Hooten President And Secretary | OfficerTrustee | 15 | $0 |
Fred Gahm Director | Trustee | 0 | $0 |
Carol Gahn Director | Trustee | 0 | $0 |
Liz Mullarkey Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $4,875 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $5,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $19,237 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $29,112 |
| Total Program Service Revenue | $0 |
| Investment income | $1,250 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $30,362 |
| 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. | $0 |
| 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 | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,849 |
| 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 | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $10,552 |
| 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 | $9,829 |
| Insurance | $2,309 |
| All other expenses | $0 |
| Total functional expenses | $44,618 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $38,194 |
| Savings and temporary cash investments | $390,001 |
| 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 | $474 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $79,809 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $508,478 |
| 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 | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $493,182 |
| Net assets with donor restrictions | $15,296 |
| 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 | $508,478 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rancho Bernardo Historical Society has recieved totaling $18.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $18 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Marines Memorial Association San Francisco, CA | $13,712,707 | $12,603,653 |
Oregon Historical Society Portland, OR | $38,558,644 | $10,926,580 |
Ntc Foundation San Diego, CA | $54,489,877 | $9,435,197 |
Pacific Historic Parks Aiea, HI | $16,680,796 | $4,440,631 |
Hobart Preservation Foundation San Francisco, CA | $24,942,337 | $3,593,927 |
Friends Of Iolani Palace Honolulu, HI | $1,651,460 | $3,141,450 |
Los Angeles Conservancy Los Angeles, CA | $8,280,807 | $3,801,748 |
Fox Tucson Theatre Foundation Tucson, AZ | $11,879,318 | $4,013,342 |
St Paul Rodeo Association St Paul, OR | $6,514,474 | $3,236,482 |
Shapell Manuscript Foundation Los Angeles, CA | $1,711,574 | $1,663,093 |
Prescott Frontier Days Inc Prescott, AZ | $1,824,378 | $1,478,402 |
Gamble House Conservancy Pasadena, CA | $12,495,280 | $2,319,965 |