Arizona Historical Society
- Assets
- $4.9m
- Revenue
- $5.5m
- Investments
- $0.0
- Employees
- 48
- Location
- Tucson, AZ
- Founding
- 02/1984
- Data as of
- 06/2021
- EIN
- 86-6000027
Organization Overview
Arizona Historical Society is located in Tucson, AZ. The organization was established in 1984. 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, Arizona Historical Society employed 48 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. Arizona 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, Arizona Historical Society generated $5.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $3.9m 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 ARIZONA HISTORICAL SOCIETY SERVES AS THE STEWARD OF ARIZONA'S STATE HISTORY, FULFILLING IT'S MISSION OF "CONNECTING PEOPLE THROUGH THE POWER OF ARIZONA'S HISTORY".
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATION AND OUTREACH PROGRAMS: THE ARIZONA HISTORICAL SOCIETY (AHS) IS THE INSTITUTIONAL SPONSOR AND STATE COORDINATOR FOR NATIONAL HISTORY DAY (NHD) IN ARIZONA. NHD IS A YEAR-LONG PROGRAM FOCUSED ON HISTORICAL RESEARCH, ANALYSIS, AND CREATIVE EXPRESSION FOR 6TH- TO 12TH-GRADE STUDENTS. THE EXPERIENCE CULMINATES IN A SERIES OF CONTESTS AT THE LOCAL AND STATE LEVELS AND AN ANNUAL NATIONAL COMPETITION IN THE NATION'S CAPITAL IN JUNE. WITH NHD, THE STUDENTS BECOME THE HISTORIANS, BUILDING THEIR CRITICAL-THINKING SKILLS, ANALYTICAL ABILITIES, AND CONFIDENCE. NHD-AZ PROVIDES WORKSHOPS, TEACHER AND JUDGE TRAINING, HISTORY EDUCATION RESOURCES, AND PROJECT CONSULTATION FROM STAFF HISTORIANS AND LIBRARIANS. OVERALL, WE SERVE THOUSANDS OF STUDENTS AND CURRENTLY HAVE FOUR REGIONAL CONTESTS AND ONE STATE CONTEST. THERE WERE 217 PARTICIPANTS IN THE REGIONAL COMPETITIONS, OF WHICH 123 MADE IT TO THE STATE COMPETITION. IN ADDITION TO NHD, OUR EDUCATION TEAM ALSO WORKS TO DEVELOP ARIZONA HISTORY CURRICULUM FOR SOCIAL STUDIES TEACHERS IN THE STATE. DURING THE PANDEMIC, THE TEAM PRODUCED VIRTUAL AND DIGITAL HISTORY CONTENT FOR THE PUBLIC, INCLUDING OVER THIRTY VIRTUAL PROGRAMS (MOST OF WHICH WERE FREE TO ATTEND), ACTIVITIES FOR KIDS IN AND OUT OF THE CLASSROOM (AVAILABLE FREE ON OUR WEBSITE), AND HISTORICAL CONTENT AND IMAGES ON OUR SOCIAL MEDIA PLATFORMS. THE OUTREACH PROGRAMS SERVES 59 CERTIFIED HISTORICAL INSTITUTIONS ACROSS THE STATE OF AZ THROUGH GRANTS, MUSEUM WORKSHOPS, HISTORY PRESENTATIONS, PUBLICATIONS, TECHNICAL ASSISTANCE, NETWORKING OPPORTUNITIES, AND THE 'AL MERITO' AWARD. THE PROGRAM AWARDED 29 GRANT TO CERTIFIED HISTORICAL INSTITUTIONS IN AZ THIS YEAR.
MUSEUMS: THE ARIZONA HISTORICAL SOCIETY OWNS AND OPERATES FOUR MUSEUMS IN THE STATE. OUR TWO LARGE MUSEUMS IN TUCSON AND TEMPE FEATURE LARGE PERMANENT EXHIBITIONS THAT GIVE VISITORS A BROAD OVERVIEW OF THE STATE'S HISTORY, WITH SOME LOCAL OBJECTS AND STORIES MIXED IN. THESE TWO MUSEUMS EACH HAVE TWO ROTATING GALLERIES THAT TYPICALLY FEATURE A NEW EXHIBIT EACH YEAR. IN TUCSON, OUR NEW TEMPORARY EXHIBITS THAT OPENED LAST FISCAL YEAR INCLUDED "BARRY GOLDWATER, K7UGA: ON THE AIR, IN THE SKY, BEHIND THE LENS" AND "READY TO LAUNCH: ARIZONA'S PLACE IN SPACE." IN TEMPE, THE FEATURED TEMPORARY EXHIBITS ARE "UNFRAMED: A PHOTO JOURNEY THROUGH HOPI AND NAVAJO NATIONS, 1977-1978" AND "STILL MARCHING: FROM SUFFRAGE TO #METOO." OUR TWO HISTORIC SITE MUSEUMS IN FLAGSTAFF AND YUMA ALSO FEATURED EXHIBITIONS. DUE TO SPACE RESTRICTIONS, BOTH OF THOSE MUSEUMS WERE CLOSED DURING THE LAST FISCAL YEAR, BUT ARE OPENING IN LATE SUMMER AND FALL 2021. TYPICALLY, OUR MUSEUMS HOST MANY SCHOOL TOURS AND PUBLIC PROGRAMS, BUT DUE TO COVID-19 FEW IN-PERSON EVENTS WERE HELD AT OUR MUSEUMS LAST.
PUBLICATIONS DIVISION: PUBLISHED FOUR QUARTERLY ISSUES (APPROX. 1,700 COPIES EACH) OF THE JOURNAL OF ARIZONA HISTORY AS REQUIRED BY ARS 41-763. THESE FOUR ISSUES INCLUDED TWENTY-THREE ORIGINAL RESEARCH ARTICLES, WHICH SUBSTANTIALLY ADD TO OUR COLLECTIVE KNOWLEDGE OF ARIZONA HISTORY. THEY ALSO INCLUDE FORTY-EIGHT BOOK REVIEWS OF IMPORTANT BOOKS ON ARIZONA, WESTERN, AND U.S. HISTORY, ALLOWING OUR READERSHIP TO BE AWARE OF RELEVANT BOOKS OF INTEREST. ALL CURRENT ISSUES OF THE JOURNAL OF ARIZONA HISTORY ARE NOW ALSO AVAILABLE DIGITALLY ON THE WEBSITE OF PROJECT MUSE, WHICH IS THE DIGITAL PUBLISHING ARM OF JOHNS HOPKINS UNIVERSITY PRESS. THROUGH THE END OF JUNE 2021, WE HAD ALMOST 7,026 DOWNLOADS OF OUR ARTICLES AND BOOK REVIEWS ON THIS SITE. IN ADDITION, ALL ISSUES OF THE JOURNAL OF ARIZONA HISTORY (AFTER A FOUR-YEAR LAG) ARE AVAILABLE ON JSTOR, AN ONLINE JOURNAL DATABASE THAT IS AVAILABLE THROUGHOUT THE UNITED STATES AND AROUND THE GLOBE. THE CURRENT ISSUES OF THE JOURNAL WILL BE UPLOADED TO JSTOR IN FOUR YEARS, BUT ALL PAST ISSUES FROM 1960-2017 ARE AVAILABLE NOW. IN THIS PAST FISCAL YEAR, WE HAD 27,050 DOWNLOADS OF OUR ARTICLE AND BOOK REVIEWS ON JSTOR.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
W James Burns PHD Executive Director | Officer | 54 | $124,616 |
William L Ponder Deputy Director | Officer | 44 | $85,508 |
Linda Whitaker State Board President | Officer | 5 | $0 |
James Snitzer State Board Treasurer | Officer | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $69,885 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,195,600 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,956,266 |
| Noncash contributions included in lines 1a–1f | $66,814 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,221,751 |
| Total Program Service Revenue | $43,333 |
| Investment income | $3,915 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $7,794 |
| Net Rental Income | $25,804 |
| 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 | $18,773 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,450,544 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $45,592 |
| Grants and other assistance to domestic individuals. | $2,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $235,950 |
| Compensation of current officers, directors, key employees. | $235,950 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,544,083 |
| Pension plan accruals and contributions | $180,136 |
| Other employee benefits | $416,986 |
| Payroll taxes | $127,276 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $14,700 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $96,419 |
| Advertising and promotion | $2,124 |
| Office expenses | $144,608 |
| Information technology | $64,672 |
| Royalties | $0 |
| Occupancy | $399,589 |
| Travel | $15,068 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,104 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $50,116 |
| Insurance | $448,600 |
| All other expenses | $6,627 |
| Total functional expenses | $3,855,123 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $70,582 |
| Savings and temporary cash investments | $3,673,746 |
| Pledges and grants receivable | $0 |
| 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 | $167,741 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $993,442 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,905,511 |
| Accounts payable and accrued expenses | $0 |
| 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 | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $4,905,511 |
| 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 | $4,905,511 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Arizona Historical Society has recieved totaling $21,000.
| Awarding Organization | Amount |
|---|---|
Flagstaff Arts Council Flagstaff, AZ PURPOSE: OPERATING OR PROGRAM SUPPORT | $21,000 |
Endowment Analysis
| Beg. Balance | $146,992 |
| Earnings | $184 |
| Ending Balance | $147,176 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Central City Opera House Association Wheat Ridge, CO | $4,003,841 | $11,954,405 |
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 |
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 |
Boulder Historical Society Inc Boulder, CO | $19,392,062 | $1,254,110 |
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 |