Walnut Creek Historical Society
- Assets
- $922.4k
- Revenue
- $202.3k
- Investments
- $799.1k
- Employees
- 10
- Location
- Walnut Creek, CA
- Founding
- 08/1984
- Data as of
- 12/2021
- 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 12/2021, Walnut Creek Historical Society employed 10 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 12/2021, Walnut Creek Historical Society generated $202.3k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $162.1k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (4.0%) per year over the past 7 years. 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 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
BUILT BY WALNUT CREEK PIONEER HIRAM PENNIMAN, THE SOCIETY'S MUSEUM IS A 1903 REDWOOD-FRAMED HOUSE. THE MUSEUM IS A SHOWCASE FOR NUMEROUS HISTORICAL ARTIFACTS, MANY OF WHICH BELONGED TO THE PENNIMANS. IT ALSO HOUSES A RICH ARCHIVE OF CONTRA COSTA AND WALNUT CREEK HISTORY IN ITS COLLECTIONS OF OLD NEWSPAPERS, PHOTOGRAPHS AND GOVERNMENT RECORDS. THE SHERWOOD BURGESS ROOM IS OPEN WEDNESDAYS FROM 1 TO 4 P.M. FOR INDIVIDUALS WHO WISH TO DO RESEARCH ON LOCAL HISTORY.THE MUSEUM IS ON THE NATIONAL REGISTER OF HISTORIC PLACES AND BELONGS TO THE CITY, BUT IS OPERATED BY THE WALNUT CREEK HISTORICAL SOCIETY. THE MUSEUM IS CLOSED EACH YEAR FROM THE BEGINNING OF NOVEMBER UNTIL THE FIRST SUNDAY IN FEBRUARY. THE ANNUAL HIATUS ALLOWS US, THE SOCIETY TO HOLD ITS HOLIDAY FAIRE AND VICTORIAN TEAS AND TO WORK ON THE INTERIOR OF THE HOUSE IN JANUARY FOR ROUTINE MAINTENANCE.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrea Baldacci Co-President | OfficerTrustee | 4 | $0 |
Barton Tolley Treasurer | OfficerTrustee | 0.5 | $0 |
Sheila Rogstad Vice President | OfficerTrustee | 1 | $0 |
Judy Caponigro Secretary | OfficerTrustee | 2 | $0 |
Teresa Wenzel Co-President | OfficerTrustee | 4 | $0 |
Mark Brown Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $1,781 |
| Fundraising events | $23,115 |
| Related organizations | $0 |
| Government grants | $15,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,218 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $42,114 |
| Total Program Service Revenue | $107,481 |
| Investment income | $21,774 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $93 |
| Net Income from Fundraising Events | $28,318 |
| Net Income from Gaming Activities | $1,326 |
| Net Income from Sales of Inventory | $1,227 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $202,333 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $250 |
| 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 | $98,213 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $827 |
| Payroll taxes | $8,861 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,476 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $6,267 |
| Advertising and promotion | $465 |
| Office expenses | $1,072 |
| Information technology | $9,309 |
| Royalties | $0 |
| Occupancy | $5,942 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $68 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $7,032 |
| All other expenses | $2,747 |
| Total functional expenses | $162,057 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $80,981 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $17,797 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $23,530 |
| Prepaid expenses and deferred charges | $1,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $799,065 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $922,373 |
| Accounts payable and accrued expenses | -$7,681 |
| Grants payable | $0 |
| Deferred revenue | $15,340 |
| 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 | $4,391 |
| Total liabilities | $12,050 |
| Net assets without donor restrictions | $910,323 |
| 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 | $922,373 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Walnut Creek Historical Society has recieved totaling $528.
| Awarding Organization | Amount |
|---|---|
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $28 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Uss Missouri Memorial Association Inc Aiea, HI | $41,047,033 | $13,975,147 |
Marines Memorial Association San Francisco, CA | $13,712,707 | $12,603,653 |
Oregon Historical Society Portland, OR | $38,558,644 | $10,926,580 |
Ntc Foundation San Diego, CA | $54,489,877 | $9,435,197 |
Pacific Historic Parks Aiea, HI | $16,680,796 | $4,440,631 |
Hobart Preservation Foundation San Francisco, CA | $24,942,337 | $3,593,927 |
Friends Of Iolani Palace Honolulu, HI | $1,651,460 | $3,141,450 |
Los Angeles Conservancy Los Angeles, CA | $8,280,807 | $3,801,748 |
Fox Tucson Theatre Foundation Tucson, AZ | $11,879,318 | $4,013,342 |
St Paul Rodeo Association St Paul, OR | $6,514,474 | $3,236,482 |
Shapell Manuscript Foundation Los Angeles, CA | $1,711,574 | $1,663,093 |
Prescott Frontier Days Inc Prescott, AZ | $1,824,378 | $1,478,402 |