California Historical Society is located in San Francisco, CA. The organization was established in 1952. 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 06/2021, California Historical Society employed 17 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California 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 06/2021, California Historical Society generated $1.0m 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 (13.6%) each year. All expenses for the organization totaled $2.0m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (3.9%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FOUNDED IN 1871, CHS INSPIRES AND EMPOWERS CALIFORNIANS TO MAKE THE PAST A MEANINGFUL PART OF THEIR LIVES. CHS STIMULATES PUBLIC EXPLORATION OF THE PAST THROUGH EXHIBITIONS AND PUBLIC PROGRAMS STATEWIDE, FOSTERS SCHOLARSHIP THROUGH RESEARCH COLLECTIONS (CONTINUED ON PAGE 2)
Describe the Organization's Program Activity:
EXHIBITIONS AND PROGRAMSCHS SHARES ITS COLLECTIONS THROUGH AN EXHIBITION GALLERY IN THE HEART OF THE YERBA BUENA DISTRICT, AND THROUGH YEAR-ROUND PUBLIC PROGRAMMING, IN ADDITION TO ITS FREE PUBLIC LIBRARY. IN RECENT YEARS, EXHIBITIONS AND RELATED PROGRAMMING HAVE STRESSED PARTNERSHIPS WITH A WIDE VARIETY OF NONTRADITIONAL CULTURAL AND SOCIAL SERVICE COMMUNITY ORGANIZATIONS THAT HAVE DEEPENED THE HISTORICAL DIMENSIONS OF ITS PRESENTATIONS AND INTRODUCED HISTORY TO EXTENSIVE NONTRADITIONAL AUDIENCES.RECENT EXHIBITS INCLUDE: ALEXANDER HAMILTON: TREASURES FROM THE NEW YORK HISTORICAL SOCIETY; MEANWHILE OUT WEST COLONIZING CALIFORNIA 1769-1821; !MURALES REBELDES! LA CHICANA/O MURALS UNDER SIEGE; ON THE ROAD TO THE SUMMER OF LOVE; VINTAGE: WINE, BEER AND SPIRITS LABELS FROM THE KEMBLE COLLECTION; ** CONTINUED ON SCHEDULE O
LIBRARY SERVICES & COLLECTIONSTHE CURRENT CHS HEADQUARTERS ACCOMMODATE THE ADMINISTRATIVE OFFICES, NORTH BAKER RESEARCH LIBRARY, COLLECTIONS STORAGE VAULTS, MUSEUM GALLERIES, AND RETAIL SPACE. SERVING AN AVERAGE OF OVER 3,200 PEOPLE A YEAR. THE NORTH BAKER RESEARCH LIBRARY PROVIDES PUBLIC ACCESS TO ONE OF THE FOUR PREMIER COLLECTIONS OF ORIGINAL MATERIALS ON CALIFORNIA HISTORY IN THE STATE. AS OF JUNE 2015, CHS COLLECTION HOLDINGS ARE ESTIMATED AT OVER 50,000 VOLUMES OF BOOKS AND PAMPHLETS, 4,000 MANUSCRIPT COLLEC- TIONS, AND SOME 500,000 PHOTOGRAPHIC IMAGES, CHIEFLY FROM THE NINETEENTH AND EARLY TWENTIETH CENTURY. THESE ARE ENHANCED BY SIGNIFICANT COLLECTIONS OF PRINTED EPHEMERA, PERIODICALS, POSTERS, BROADSIDES, MAPS, AND NEWSPAPERS, ALONG WITH THE KEMBLE COL- LECTION, ONE OF THE MOST EXTENSIVE COLLECTIONS IN THE ** CONTINUED ON SCHEDULE O
MEMBER SERVICES AND PUBLICATIONSCHS MEMBERS RECEIVE DISCOUNTS ON TEN LIONS BOOK STORE PURCHASES, FREE ADMISSION TO EXHIBITIONS AT THE CHS GALLERY IN SAN FRANCISCO, A 40% DISCOUNT IN INDIVIDUAL SUBSCRIPTIONS TO CALIFORNIA HISTORY, PUBLISHED BY UC PRESS, AND ONE FREE BOOK FROM A SELECTION CURATED BY CHS CEO DR. ANTHEA HARTIG. AT THE ALLY LEVEL AND ABOVE MEMBERS RECEIVE RECIPROCAL ADMISSIONS AT OTHER PARTICIPATING CULTURAL INSTITUTIONS. CHS ESTABLISHED THE CALIFORNIA HISTORICAL SOCIETY BOOK AWARD IN 2013 FOR A BOOK-LENGTH MANUSCRIPT THAT MAKES AN IMPORTANT CONTRIBUTION TO BOTH SCHOLARSHIP AND TO THE GREATER COMMUNITY BY DEEPENING PUBLIC UNDERSTANDING OF SOME ASPECT OF CALIFORNIA HISTORY. FIVE BOOKS HAVE BEEN PUBLISHED UNDER THIS PROGRAM IN COLLABORATION WITH HEYDAY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Alicia Goehring CEO & Exec Dir | OfficerTrustee | 40 | $193,338 |
Jennifer Whitley COO | Officer | 40 | $159,500 |
Tony Gonzalez Chair | OfficerTrustee | 4 | $0 |
Glenn Snyder Vice Chair | OfficerTrustee | 4 | $0 |
Clifford Trafzer Secretary | OfficerTrustee | 4 | $0 |
John Brown Treasurer | OfficerTrustee | 4 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Regents Of The University Of Ca Consulting | 6/29/21 | $0 |
Sherry Jordana Human Resources | 6/29/21 | $0 |
Pamela Garcia Accounting | 6/29/21 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $59,200 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $417,859 |
All other contributions, gifts, grants, and similar amounts not included above | $515,107 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $992,166 |
Total Program Service Revenue | $15,898 |
Investment income | $9 |
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 | $1,829 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,015,761 |
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. | $334,583 |
Compensation of current officers, directors, key employees. | $55,968 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $645,996 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $94,236 |
Payroll taxes | $70,252 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $11,326 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $171,725 |
Advertising and promotion | $834 |
Office expenses | $89,283 |
Information technology | $33,067 |
Royalties | $0 |
Occupancy | $0 |
Travel | $227 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $615 |
Interest | $7,064 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $147,839 |
Insurance | $61,580 |
All other expenses | $69,345 |
Total functional expenses | $1,951,196 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $2,603,730 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $84,241 |
Accounts receivable, net | $3,022 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $30,179 |
Prepaid expenses and deferred charges | $121,242 |
Net Land, buildings, and equipment | $1,125,767 |
Investments—publicly traded securities | $0 |
Investments—other securities | $538,060 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $176,063 |
Total assets | $4,682,304 |
Accounts payable and accrued expenses | $172,210 |
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 | $2,975,380 |
Other liabilities | $0 |
Total liabilities | $3,147,590 |
Net assets without donor restrictions | -$2,471,122 |
Net assets with donor restrictions | $4,005,836 |
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 | $4,682,304 |
Over the last fiscal year, we have identified 12 grants that California Historical Society has recieved totaling $97,121.
Awarding Organization | Amount |
---|---|
Henry Mayo Newhall Foundation San Rafael, CA PURPOSE: FOR AN EXHIBITION ON THE HISTORY OF THE DISENFRANCHISEMENT OF CHINESE CALIFORNIANS | $30,000 |
California Humanities Oakland, CA PURPOSE: CORE PROGRAMS | $20,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $16,075 |
Yerba Buena Community Benefit District San Francisco, CA PURPOSE: PANDEMIC OPERATIONS SUPPORT; MAPPING CALIFORNIA EXHIBIT | $13,000 |
Rock Foundation San Francisco, CA PURPOSE: CHARITABLE | $10,000 |
Louise M Davies Foundation San Francisco, CA PURPOSE: GENERAL SUPPORT FOR HISTORICAL ORGANIZATION | $2,500 |
Beg. Balance | $3,244,905 |
Net Contributions | $50,000 |
Ending Balance | $3,294,905 |
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 |