Sonoma Valley Historical Society Inc
- Assets
- $453.5k
- Revenue
- $65.4k
- Investments
- $199.7k
- Employees
- 1
- Location
- Sonoma, CA
- Founding
- 08/1977
- Data as of
- 12/2021
- EIN
- 94-2430797
Organization Overview
Sonoma Valley Historical Society Inc is located in Sonoma, CA. The organization was established in 1977. 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. Sonoma Valley Historical Society Inc 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, Sonoma Valley Historical Society Inc generated $65.4k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $71.1k during the year ending 12/2021. 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
SIGNIFICANT ACTIVITIES IN 2019THE SOCIETY FULFILLED ITS MISSION WITH LECTURES ON LOCAL OR RELEVANT HISTORICAL SUBJECTS AND THROUGH MULTIPLE EXHIBITS IN THE DEPOT PARK MUSEUM. OTHER SIGNIFICANT ACTIVITIES INCLUDED: CALIFORNIA MISSIONS PAINTINGS - THE SOCIETY ACQUIRED AND THEN RESTORED THE ENTIRE OIL PAINTING COLLECTION OF CALIFORNIA MISSIONS BY MATTIE FOUNTAIN. HISTORY AND ME, THIRD GRADE PROJECT-THROUGH A GRANT FROM A DONOR, THE PROGRAM ENGAGED THIRD GRADE STUDENTS IN THE HISTORY OF THEIR COMMUNITY AND FULFILLED COMMON CORE SOCIAL STUDIES STANDARDS AS WELL AS INVOLVING MATHEMATICS AND WRITING SKILLS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOCIETY MAINTAINS AN ARCHIVE AND RESEARCH CENTER AT THE MARCY HOUSE, AN HISTORIC BUILDING LEASED FROM THE CITY OF SONOMA. IN 2019 THE SOCIETY CONTINUED TO INVENTORY AND CATALOG HISTORIC DOCUMENTS ABOUT THE SONOMA VALLEY IN ITS COLLECTION AND PROVIDED ACCESS TO THE COLLECTION TO THE PUBLIC.THE SOCIETY OPERATES THE DEPOT PARK MUSEUM FOR THE CITY OF SONOMA. THE SOCIETY USES IT COLLECTIONS TO PRESENT EXHIBITIONS FOR THE PUBLIC SEVERAL TIMES A YEAR AT THE MUSEUM AND ALSO PROVIDES TOURS OF THE EXHIBITS AT THE MUSEUM TO SCHOOL GROUPS.THE CALIFORNIA STATE LIBRARY, THROUGH THEIR CALIFORNIA REVEALED PROJECT, GRANTED FUNDS FOR THE INVENTORYING AND CATALOGUING OF 1500 ARCHIVAL ITEMS BY PERSONNEL OF THE SONOMA VALLEY HISTORICAL SOCIETY. THE CALIFORNIA REVEALED PROGRAM ALSOG ACCEPTED OVER 1800 RARE SONOMA VALLEY NEWSPAPERS NOMINATED BY THE SONOMA VALLEY HISTORICAL SOCIETY FOR DIGITIZING THAT WILL BE MADE AVAILABLE TO THE PUBLIC ONLINE ON THE INTERNET ARCHIVE WEBSITE.CALIFORNIA MISSIONS PAINTINGS - THE SOCIETY ACQUIRED AND THEN RESTORED THE ENTIRE OIL PAINTING COLLECTION OF CALIFORNIA MISSIONS BY MATTIE FOUNTAIN.HISTORY AND ME, THIRD GRADE PROJECT-THROUGH A GRANT FROM A DONOR, THE PROGRAM ENGAGED THIRD GRADE STUDENTS IN THE HISTORY OF THEIR COMMUNITY AND FULFILLED COMMON CORE SOCIAL STUDIES STANDARDS AS WELL AS INVOLVING MATHEMATICS AND WRITING SKILLS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patricia Cullinan President | Officer | 5 | $0 |
Carol Page Vice President | Officer | 1 | $0 |
George Mckale Treasurer | Officer | 1 | $0 |
Shelley Hoffman Secretary | Officer | 1 | $0 |
Kathleen Hill Director | Trustee | 1 | $0 |
Dr Peter Meyerhof Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $3,708 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $14,083 |
| All other contributions, gifts, grants, and similar amounts not included above | $26,077 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $43,868 |
| Total Program Service Revenue | $3,429 |
| Investment income | $18,125 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| 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 | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $65,422 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $14,413 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $2,385 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $420 |
| Office expenses | $2,698 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,059 |
| 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 | $6,484 |
| Insurance | $4,275 |
| All other expenses | $6,580 |
| Total functional expenses | $71,069 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $71,388 |
| Savings and temporary cash investments | $32,377 |
| 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 | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $82,603 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $199,658 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $67,518 |
| Total assets | $453,544 |
| Accounts payable and accrued expenses | $323 |
| 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 | $323 |
| Net assets without donor restrictions | $393,229 |
| Net assets with donor restrictions | $59,992 |
| 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 | $453,544 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Sonoma Valley Historical Society Inc has recieved totaling $7,745.
| Awarding Organization | Amount |
|---|---|
Community Foundation Sonoma County Santa Rosa, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $6,700 |
Mcnabb Foundation Wilmington, DE PURPOSE: GENERAL & UNRESTRICTED | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $45 |
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 |