San Mateo County Historical Association
- Assets
- $17.0m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 25
- Location
- Redwood City, CA
- Founding
- 12/1953
- Data as of
- 06/2021
- EIN
- 23-7186194
Organization Overview
San Mateo County Historical Association is located in Redwood City, CA. The organization was established in 1953. 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 Mateo County Historical Association employed 25 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Mateo County Historical Association 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 Mateo County Historical Association generated $2.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $1.9m during the year ending 06/2021. While expenses have increased by 3.4% per year over the past 6 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PRESERVE AND EXHIBIT THE HISTORY OF SAN MATEO COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ASSOCIATION OPERATES 3 MUSEUMS WITHIN SAN MATEO COUNTY, WHICH ATTRACTED ABOUT 65,000 PEOPLE INCLUDING 15,000 SCHOOL CHILDREN ON TOURS, 1,000 VISITORS TO THE RESEARCH LIBRARY, AND 3,000 WHO ATTENDED ANY ONE OF ITS 20 SPECIAL EDUCATION PROGRAMS. THE ASSOCIATION ALSO PUBLISHES SCHOLARLY PIECES ABOUT THE COUNTY'S HISTORY, OPERATES AN ARCHIVES AND LIBRARY, HAS AN ACTIVE DOCENT PROGRAM TARGETED AT 3RD AND 4TH PRIMARY GRADE SCHOOL CHILDREN, ORGANIZES LECTURE SERIES, ADVISES THE PUBLIC ON HISTORIC PRESERVATION ISSUES AND OTHER PROGRAMS THAT RELATE TO PRESERVING AND INTERPRETING LOCAL HISTORY.
THE ASSOCIATION OPERATES 3 MUSEUMS WITHIN SAN MATEO COUNTY, WHICH ATTRACTED ABOUT 65,000 PEOPLE INCLUDING 15,000 SCHOOL CHILDREN ON TOURS, 1,000 VISITORS TO THE RESEARCH LIBRARY, AND 3,000 WHO ATTENDED ANY ONE OF ITS 20 SPECIAL EDUCATION PROGRAMS. THE ASSOCIATION ALSO PUBLISHES SCHOLARLY PIECES ABOUT THE COUNTY'S HISTORY, OPERATES AN ARCHIVES AND LIBRARY, HAS AN ACTIVE DOCENT PROGRAM TARGETED AT 3RD AND 4TH PRIMARY GRADE SCHOOL CHILDREN, ORGANIZES LECTURE SERIES, ADVISES THE PUBLIC ON HISTORIC PRESERVATION ISSUES AND OTHER PROGRAMS THAT RELATE TO PRESERVING AND INTERPRETING LOCAL HISTORY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mitch Postel President | Officer | 40 | $212,568 |
Carmen Blair Deputy Director | 40 | $118,704 | |
John Blake Secretary | OfficerTrustee | 1 | $0 |
Christine Williams Treasurer | OfficerTrustee | 1 | $0 |
John La Torra Vice Chair | OfficerTrustee | 1 | $0 |
Chonita E Cleary Chairwoman | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $45,269 |
| Fundraising events | $157,993 |
| Related organizations | $0 |
| Government grants | $200,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,539,086 |
| Noncash contributions included in lines 1a–1f | $80,004 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,942,348 |
| Total Program Service Revenue | $24,141 |
| Investment income | $119,313 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $10,747 |
| Net Gain/Loss on Asset Sales | $82,964 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $10,026 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,189,539 |
| 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. | $210,072 |
| Compensation of current officers, directors, key employees. | $52,518 |
| Compensation to disqualified persons | $679,688 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $141,878 |
| Payroll taxes | $75,724 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $49,303 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,224 |
| Fees for services: Other | $7,497 |
| Advertising and promotion | $47,239 |
| Office expenses | $48,209 |
| Information technology | $0 |
| 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 | $35 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $253,632 |
| Insurance | $37,652 |
| All other expenses | $99,847 |
| Total functional expenses | $1,913,383 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,455,908 |
| Savings and temporary cash investments | $1,990,750 |
| Pledges and grants receivable | $1,087,298 |
| 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 | $45,632 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $5,790,008 |
| Investments—publicly traded securities | $3,828,293 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $843,837 |
| Total assets | $17,041,726 |
| Accounts payable and accrued expenses | $42,994 |
| Grants payable | $0 |
| Deferred revenue | $92,400 |
| 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 | $200,183 |
| Other liabilities | $0 |
| Total liabilities | $335,577 |
| Net assets without donor restrictions | $11,471,465 |
| Net assets with donor restrictions | $5,234,684 |
| 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 | $17,041,726 |
Grants Recieved
Over the last fiscal year, we have identified 18 grants that San Mateo County Historical Association has recieved totaling $202,216.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $68,050 |
Saga Foundation Kalamazoo, MI PURPOSE: OPERATING SUPPORT | $35,000 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Arts & Culture | $18,450 |
Joseph W Welch Jr Foundation Tr San Bruno, CA PURPOSE: TO FURTHER THE MISSION OF THE ORGANIZATION | $16,000 |
Georg & Judy Marcus Family Foundation Palo Alto, CA PURPOSE: GENERAL FUND | $15,000 |
San Mateo Credit Union Redwood City, CA PURPOSE: 2021 ANNUAL FIRST FREE FRIDAYS SPONSORSHIP | $10,000 |
Endowment Analysis
| Beg. Balance | $2,553,033 |
| Earnings | $927,841 |
| Net Contributions | $50,000 |
| Other Expense | $175,055 |
| Ending Balance | $3,355,819 |
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 |