Totals
- Total revenue
- $1,238,543
- Total expenses
- $2,346,189
- Contributions and grants received
- $805,067
- Grants paid
- $0
- Program service revenue
- $306,602
- Investment income
- $41,449
- Other revenue
- $85,425
- Total assets, end of year
- $5,753,235
- Total liabilities, end of year
- $2,369,269
- Net assets or fund balances, end of year
- $3,383,966
- Program services expenses (Part IX)
- $1,190,906
- Management and general expenses
- $831,282
- Fundraising expenses
- $324,001
- Program service expenses (Part III)
- $1,190,906
Program services were 50.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$111,175
-
1e · Government grants (contributions)
$138,493
-
1f · All other contributions, gifts and grants
$555,399
-
1g · Noncash contributions included above
$12,990
-
2a · Program service revenue: ADMISSIONS
total $138,568 · related or exempt $138,568
-
2b · Program service revenue: FEES AND RENTAL
total $143,384 · related or exempt $143,384
-
2c · Program service revenue: PROGRAMS AND EVENTS
total $24,650 · related or exempt $24,650
-
3 · Investment income
total $41,449 · excluded $41,449
-
8a · Fundraising events: gross income
$1,550
-
8c · Net income from fundraising events
total $1,550 · excluded $1,550
-
10a · Gross sales of inventory
$71,987
-
10b · Cost of goods sold
$16,156
-
10c · Net income from sales of inventory
total $55,831 · excluded $55,831
-
11a · Other revenue: OTHER REVENUE
total $28,044 · excluded $28,044
-
11e · Other revenue, total
$28,044
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $291,339 · program services $214,380 · management and general $32,494 · fundraising $44,465
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $791,100 · program services $475,050 · management and general $138,306 · fundraising $177,744
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $41,533 · program services $33,729 · management and general $7,804
-
10 · Payroll taxes
total $74,292 · program services $45,010 · management and general $13,228 · fundraising $16,054
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $137,853 · program services $102,522 · management and general $22,951 · fundraising $12,380
-
12 · Advertising and promotion
total $19,781 · program services $18,190 · management and general $925 · fundraising $666
-
13 · Office expenses
total $527,441 · program services $73,041 · management and general $429,118 · fundraising $25,282
-
14 · Information technology
total $85,724 · program services $11,871 · management and general $69,744 · fundraising $4,109
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $9,198 · program services $3,223 · management and general $912 · fundraising $5,063
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total -$6,153 · management and general -$6,153
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $38,813 · program services $5,421 · management and general $31,155 · fundraising $2,237
-
24a · Other expenses: PRODUCTION EXHIBITION COSTS
total $147,779 · program services $146,404 · management and general $1,375
-
24b · Other expenses: OUTSIDE SERVICES
total $69,291 · program services $31,310 · management and general $29,936 · fundraising $8,045
-
24c · Other expenses: EQUIPMENT
total $40,909 · program services $14,334 · management and general $4,056 · fundraising $22,519
-
24d · Other expenses: OTHER
total $13,279 · program services $7,481 · management and general $4,050 · fundraising $1,748
-
24e · All other expenses
total $64,010 · program services $8,940 · management and general $51,381 · fundraising $3,689
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $80,618 · end of year $178,294
-
2 · Savings and temporary cash investments
beginning of year $2,150,330 · end of year $509,941
-
4 · Accounts receivable
beginning of year $31,633 · end of year $27,770
-
9 · Prepaid expenses and deferred charges
beginning of year $73,363 · end of year $88,301
-
10a · Land, buildings and equipment: cost or other basis
$5,458,614
-
10b · Land, buildings and equipment: accumulated depreciation
$3,151,718
-
10c · Land, buildings and equipment, net
beginning of year $2,537,625 · end of year $2,306,897
-
11 · Investments: publicly traded securities
beginning of year $1,134,529 · end of year $1,695,060
-
12 · Investments: other securities
beginning of year $883,852 · end of year $897,616
-
15 · Other assets
beginning of year -$184,525 · end of year $49,356
-
17 · Accounts payable and accrued expenses
beginning of year $95,832 · end of year $133,584
-
19 · Deferred revenue
beginning of year $72,245 · end of year $48,815
-
23 · Secured mortgages and notes payable
beginning of year $1,998,507 · end of year $1,988,568
-
25 · Other liabilities
beginning of year $157,538 · end of year $198,302
-
27 · Net assets without donor restrictions
beginning of year $3,568,282 · end of year $2,585,437
-
28 · Net assets with donor restrictions
beginning of year $815,021 · end of year $798,529
Mission and programs · 2022
Mission
THE MISSION OF THE SAN DIEGO HISTORY CENTER IS TO PRESERVE OUR REGIONS HISTORY - TELL THE DIVERSE STORY OF OUR REGIONS PAST, PRESENT, AND FUTURE EDUCATE AND ENRICH OUR COMMUNITY AND FOSTER CIVIC PRIDE.
-
SEE SCHEDULE O
Expenses $432,896
-
SEE SCHEDULE O
Expenses $426,164
-
SEE SCHEDULE O
Expenses $331,846
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
William LawrenceWILLIAM LAWRENCE
PRESIDENT CEO
- Total calculated
- $171,018
- From this org
- $140,440
- From related orgs
- $0
- Other
- $30,578
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,440
- Bonus
- not reported
- Other
- $6,000
- Deferred
- $7,724
- Nontaxable benefits
- $16,854
- Filer's total
- $171,018
-
Mari ZapourMARI ZAPOUR
VP EDUCATION
- Total calculated
- $120,321
- From this org
- $108,292
- From related orgs
- $0
- Other
- $12,029
- Hours/week
- 40
-
Robert F AdelizziROBERT F ADELIZZI
CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 4
-
Bruce MayberryBRUCE MAYBERRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Charles KaminskiCHARLES KAMINSKI
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Ray CarpenterRAY CARPENTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Debra Cushman-ParrishDEBRA CUSHMAN-PARRISH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Thompson FetterTHOMPSON FETTER
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Camille Hom NewbernCAMILLE HOM NEWBERN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Shaka JohnsonSHAKA JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Erin Chambers SmithERIN CHAMBERS SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Julie ConnellyJULIE CONNELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brian MooneyBRIAN MOONEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ellis C SmithELLIS C SMITH
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Allan WassermanALLAN WASSERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John MorrellJOHN MORRELL
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Bonnie FletcherBONNIE FLETCHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas Sayer JrTHOMAS SAYER JR
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Helen KinnairdHELEN KINNAIRD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Margie WarnerMARGIE WARNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Jonny ElliottJONNY ELLIOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Robert J WatkinsROBERT J WATKINS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
Robert BowdenROBERT BOWDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 June 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421699349301917
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