The Carlos Alzueta Memorial Fund
- Assets
- $1.6m
- Revenue
- $122.0k
- Investments
- $1.5m
- Employees
- 0
- Location
- Palo Cedro, CA
- Founding
- 06/1997
- Data as of
- 10/2021
- EIN
- 94-6646364
Organization Overview
The Carlos Alzueta Memorial Fund is located in Palo Cedro, CA. The organization was established in 1997. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carlos Alzueta Memorial Fund 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 10/2021, Carlos Alzueta Memorial Fund generated $122.0k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 0.5% each year. All expenses for the organization totaled $128.7k during the year ending 10/2021. While expenses have increased by 5.9% per year over the past 4 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Grimes Trustee | 2 | $9,154 | |
Wells Fargo Bank Na Trustee | 1 | $4,567 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $5 |
| Dividends & Interest | $52,549 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $69,487 |
| Capital Gain Net Income | $69,487 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $122,041 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $18,747 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $191 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $10,879 |
| Total operating and administrative expenses | $36,814 |
| Contributions, gifts, grants paid | $91,843 |
| Total expenses and disbursements | $128,657 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $31,290 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,545,613 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,576,903 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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 |