Walnut Creek Historical Society
- Assets
- $1.0m
- Revenue
- $293.0k
- Investments
- $880.9k
- Employees
- 7
- Location
- Walnut Creek, CA
- Founding
- 08/1984
- Data as of
- 12/2023
- EIN
- 68-0016431
Organization Overview
Walnut Creek Historical Society is located in Walnut Creek, CA. The organization was established in 1984. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2023, Walnut Creek Historical Society employed 7 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Walnut Creek 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 12/2023, Walnut Creek Historical Society generated $293.0k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $245.5k during the year ending 12/2023. While expenses have increased by 1.4% per year over the past 9 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE WALNUT CREEK HISTORICAL SOCIETY IS A PROACTIVE ORGANIZATION THAT WORKS WITH THE LOCAL COMMUNITY AND GOVERNMENT TO CARRY OUT ITS MISSION TO PRESERVE AND INTERPRET LOCAL HISTORY OF WALNUT CREEK IN NORTHERN CALIFORNIA. BUILDING CONNECTIONS AND PRIDE, THE SOCIETY WELCOMES SUPPORT AND PARTICIPATION OF THE COMMUNITY. MEMBERS OF THE WALNUT CREEK HISTORICAL SOCIETY RECEIVE A QUARTERLY NEWSLETTER, ANNOUNCEMENTS OF SPECIAL EVENTS, AND A DISCOUNT ON ITEMS SOLD AT THE MUSEUM.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE WALNUT CREEK HISTORICAL SOCIETY OPERATES THE SHADELANDS RANCH MUSEUM AND SUPPORTS THE EFFORTS OF THE COMMUNITY MEMBERS TO EXPAND THEIR UNDERSTANDING OF LOCAL HISTORY. THE MUSEUM IS ON THE NATIONAL REGISTER OF HISTORIC PLACES AND BELONGS TO THE CITY OF WALNUT CREEK. THE MUSEUM IS OPEN TO THE PUBLIC FOR TOURS AND ALSO HOUSES A RICH ARCHIVE OF CONTRA COSTA AND WALNUT CREEK HISTORY IN ITS COLLECTIONS OF OLD NEWSPAPERS, PHOTOGRAPHS AND GOVERNMENT RECORDS THAT IS MADE AVAILABLE TO THE PUBLIC FOR RESEARCH. THE HISTORICAL SOCIETY ALSO OFFERS WALKING TOURS OF DOWNTOWN HERITAGE SITES TO THE PUBLIC, RUNS EDUCATIONAL PROGRAMS FOR AREA ELEMENTARY SCHOOLS (ONSITE AT THE MUSEUM AS WELL AS THROUGH DOWNTOWN WALKING TOURS), HOLDS AN ANNUAL HOLIDAY FAIRE AND HOLIDAY TEAS, AND RENTS OUT THE GROUNDS OF THE MUSEUM FOR PRIVATE EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrea Baldacci Co-President | OfficerTrustee | 4 | $0 |
Maggie Hughs Co-President | OfficerTrustee | 2 | $0 |
Pam O'donnell Treasurer | OfficerTrustee | 1 | $0 |
Kristin Mendelson Secretary | OfficerTrustee | 1 | $0 |
Ted Dobbs Director | Trustee | 2 | $0 |
Corinne Coffrinni Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $3,130 |
| Fundraising events | $6,376 |
| Related organizations | $0 |
| Government grants | $20,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $37,110 |
| Noncash contributions included in lines 1a–1f | $4,376 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $66,616 |
| Total Program Service Revenue | $179,303 |
| Investment income | $26,314 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $18,188 |
| Net Income from Gaming Activities | $1,285 |
| Net Income from Sales of Inventory | $1,248 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $292,954 |
| 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 | $109,025 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $3,623 |
| Payroll taxes | $8,995 |
| 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 | $0 |
| Advertising and promotion | $0 |
| Office expenses | $6,187 |
| Information technology | $4,016 |
| 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 | $0 |
| Insurance | $8,700 |
| All other expenses | $10,993 |
| Total functional expenses | $245,486 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $110,356 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $29,474 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $11,882 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $880,907 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,032,619 |
| Accounts payable and accrued expenses | $7,825 |
| Grants payable | $0 |
| Deferred revenue | $27,775 |
| 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 | $7,950 |
| Total liabilities | $43,550 |
| Net assets without donor restrictions | $989,069 |
| 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 | $0 |
| Total liabilities and net assets/fund balances | $1,032,619 |