San Joaquin County Historical Society
- Assets
- $5.0m
- Revenue
- $1.1m
- Investments
- $0.0
- Employees
- 10
- Location
- Lodi, CA
- Founding
- 06/1967
- Data as of
- 06/2022
- 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 06/2022, 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 06/2022, San Joaquin County Historical Society generated $1.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.5% each year. All expenses for the organization totaled $1.1m during the year ending 06/2022. While expenses have increased by 0.6% per year over the past 7 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
2022
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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phillip Merlo Executive Dir. | Trustee | 40 | $69,396 |
Robert Ferguson President | OfficerTrustee | 1 | $0 |
Linda Derivi Vice President | OfficerTrustee | 1 | $0 |
Dr Janwyn Funamura Secretary | OfficerTrustee | 1 | $0 |
David Silva Treasurer | OfficerTrustee | 1 | $0 |
Gary Christopherson Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $49,171 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $641,103 |
| All other contributions, gifts, grants, and similar amounts not included above | $222,318 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $912,592 |
| Total Program Service Revenue | $0 |
| Investment income | $105,848 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$12,283 |
| Net Income from Fundraising Events | $62,135 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $15,744 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,084,036 |
| 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. | $85,005 |
| Compensation of current officers, directors, key employees. | $59,504 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $301,267 |
| Pension plan accruals and contributions | $122,188 |
| Other employee benefits | $51,399 |
| Payroll taxes | $30,269 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $42,470 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $34,943 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $14,458 |
| Information technology | $7,010 |
| 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 | $90,821 |
| Insurance | $26,386 |
| All other expenses | $80,072 |
| Total functional expenses | $1,108,908 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $246,243 |
| Savings and temporary cash investments | $0 |
| 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 | $18,570 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $513,218 |
| Investments—publicly traded securities | $4,241,377 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1 |
| Total assets | $5,019,409 |
| Accounts payable and accrued expenses | $140,293 |
| 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 | $140,293 |
| Net assets without donor restrictions | $2,540,925 |
| Net assets with donor restrictions | $2,338,191 |
| 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 | $5,019,409 |