San Joaquin County Historical Society
- Assets
- $5.7m
- Revenue
- $1.6m
- Investments
- $0.0
- Employees
- 10
- Location
- Lodi, CA
- Founding
- 06/1967
- Data as of
- 06/2021
- EIN
- 94-1636086
Organization Overview
San Joaquin County Historical Society is located in Lodi, CA. The organization was established in 1967. 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, San Joaquin County Historical Society employed 10 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Joaquin County 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, San Joaquin County Historical Society generated $1.6m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.9% each year. All expenses for the organization totaled $817.2k during the year ending 06/2021. 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
THE SAN JOAQUIN COUNTY HISTORICAL SOCIETY & MUSEUM ENGAGES AND INSPIRES PEOPLE AND COMMUNITIES BY PRESERVING AND SHOWCASING THE AGRICULTURAL INNOVATION, INGENUITY, AND DIVERSE HISTORIES OF OUR COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOCIETY UNDERTAKES PROGRAMS AND ACTIVITIES, INCLUDING ,MUSEUM OPERATIONS, TO PROVIDE FOR THE COLLECTION, PRESERVATION AND INTERPRETATION OF THE HISTORY OF SAN JOAQUIN COUNTY AND THE SURROUNDING AREA.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kristina Swanson Executive Director | 40 | $66,914 | |
Phillip Merlo Executive Dir. | Trustee | 40 | $48,318 |
Robert Ferguson President | OfficerTrustee | 1 | $0 |
Linda Derivi 1st VP | OfficerTrustee | 1 | $0 |
Dr Janwyn Funamura Secretary | OfficerTrustee | 1 | $0 |
David Silva Treasurer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $38,547 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $683,800 |
| All other contributions, gifts, grants, and similar amounts not included above | $302,757 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,025,104 |
| Total Program Service Revenue | $0 |
| Investment income | $84,632 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $470,064 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$464 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,630,312 |
| 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. | $70,994 |
| Compensation of current officers, directors, key employees. | $49,695 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $218,613 |
| Pension plan accruals and contributions | $86,580 |
| Other employee benefits | $57,870 |
| Payroll taxes | $26,831 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $37,165 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $31,009 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $7,966 |
| Information technology | $20,280 |
| 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 | $90,000 |
| Insurance | $23,268 |
| All other expenses | $24,005 |
| Total functional expenses | $817,161 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $292,937 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $50,976 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $15,077 |
| Prepaid expenses and deferred charges | $1,972 |
| Net Land, buildings, and equipment | $599,116 |
| Investments—publicly traded securities | $4,730,329 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,690,407 |
| Accounts payable and accrued expenses | $90,218 |
| 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 | $97,841 |
| Other liabilities | $0 |
| Total liabilities | $188,059 |
| Net assets without donor restrictions | $3,160,441 |
| Net assets with donor restrictions | $2,341,907 |
| 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 | $5,690,407 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that San Joaquin County Historical Society has recieved totaling $22,031.
| Awarding Organization | Amount |
|---|---|
Ross E & Marilyn R Bewley Charitable Foundation Inc Stockton, CA PURPOSE: UNRESTRICTED | $18,000 |
Cortopassi Family Foundation Stockton, CA PURPOSE: CHARITABLE | $2,500 |
Cortopassi Family Foundation Stockton, CA PURPOSE: CHARITABLE | $1,000 |
C A Webster Foundation Linden, CA PURPOSE: GENERAL USE | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $31 |
Endowment Analysis
| Beg. Balance | $1,258,069 |
| Earnings | $244,411 |
| Admin Expense | $15,370 |
| Ending Balance | $1,487,110 |
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 |