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EIN 94-1636086

San Joaquin County Historical Society

IRS 501(c) type
501(c)(3)
Num. employees
10
City
Lodi
State
California
Year formed
1963
Most recent tax filings
2023-06-01
NTEE code, primary
A80: Historical Societies, Historical Preservation
Description
San Joaquin County Historical Society engages and inspires people and communities by preserving and showcasing the agricultural innovation, ingenuity, and diverse histories of our county. The society undertakes programs and activities to provide for the collection, preservation and interpretation of the history of San Joaquin County and the surrounding area, including museum operations.
Total revenues
$1,235,943
2023
Total expenses
$1,213,198
2023
Total assets
$5,180,870
2023
Num. employees
10
2023

Program areas at San Joaquin County Historical Society

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.

Who funds San Joaquin County Historical Society

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Cortopassi Family FoundationGeneral Donation$25,000
The Ross E Bewley and Marilyn R Bewley Charitable FoundationUnrestricted$13,000
Schwab Charitable FundArts, Culture & Humanities$8,000
...and 5 more grants received

Personnel at San Joaquin County Historical Society

NameTitleCompensation
Timothy HachmanVice President - Finance
Phillip MerloExecutive Director$70,002
Evan HustDirector of Development
Carole PinnellDirector of Education
Julie BloodCollections and Exhibits Manager
...and 9 more key personnel

Financials for San Joaquin County Historical Society

RevenuesFYE 06/2023
Total grants, contributions, etc.$848,493
Program services$0
Investment income and dividends$125,292
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$156,615
Net income from fundraising events$90,759
Net income from gaming activities$0
Net income from sales of inventory$2,164
Miscellaneous revenues$12,620
Total revenues$1,235,943

Form 990s for San Joaquin County Historical Society

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-14990View PDF
2022-062023-05-12990View PDF
2021-062022-05-13990View PDF
2020-062021-04-14990View PDF
2019-062020-09-29990View PDF
...and 9 more Form 990s
Data update history
October 24, 2024
Updated personnel
Identified 9 new personnel
August 4, 2024
Updated personnel
Identified 4 new personnel
July 12, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 11, 2024
Received grants
Identified 1 new grant, including a grant for $13,000 from The Ross E Bewley and Marilyn R Bewley Charitable Foundation
July 8, 2024
Received grants
Identified 1 new grant, including a grant for $4,000 from The C A Webster Foundation
Nonprofit Types
Arts, culture, and humanities nonprofitsMuseumsCharities
Issues
Arts, cultural, and humanitiesHistory
Characteristics
Fundraising eventsState / local levelReceives government fundingEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
Address
PO Box 30
Lodi, CA 95241
Metro area
Stockton, CA
County
San Joaquin County, CA
Website URL
sanjoaquinhistory.org/ 
Phone
(209) 331-2055
IRS details
EIN
94-1636086
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1963
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
A80: Historical Societies, Historical Preservation
NAICS code, primary
7121: Museums, Historical Sites, and Similar Institutions
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
005843
FTB Entity ID
0460694
AB 488 data last updated ("as-of") date
2024-12-31
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