Form 990 for tax year 2023
Filed by SAN MATEO COUNTY HISTORICAL ASSOCIATION.
Totals
- Total revenue
- $5,302,375
- Total expenses
- $1,836,511
- Contributions and grants received
- $4,760,997
- Grants paid
- $0
- Program service revenue
- $112,233
- Investment income
- $465,422
- Other revenue
- -$36,277
- Total assets, end of year
- $24,450,531
- Total liabilities, end of year
- $191,843
- Net assets or fund balances, end of year
- $24,258,688
- Program services expenses (Part IX)
- $1,529,798
- Management and general expenses
- $174,724
- Fundraising expenses
- $131,989
- Program service expenses (Part III)
- $1,529,798
Program services were 83.3% 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
$55,775
-
1c · Fundraising events
$319,032
-
1e · Government grants (contributions)
$201,212
-
1f · All other contributions, gifts and grants
$4,184,978
-
1g · Noncash contributions included above
$80,004
-
2a · Program service revenue: PROGRAM FEES
total $112,233 · related or exempt $112,233
-
3 · Investment income
total $254,863 · excluded $254,863
-
6a · Gross rents
real property $75,984
-
6b · Less rental expenses
real property $5,675
-
6c · Rental income or loss
real property $70,309
-
6d · Net rental income or loss
total $70,309 · related or exempt $70,309
-
7a · Gross sales of assets other than inventory
securities $1,478,870
-
7b · Less cost or other basis and sales expenses
securities $1,268,311
-
7c · Gain or loss
securities $210,559
-
7d · Net gain or loss
total $210,559 · excluded $210,559
-
8a · Fundraising events: contributions included on line 1c
$319,032
-
8b · Fundraising events: direct expenses
$121,546
-
8c · Net income from fundraising events
total -$121,546
-
10a · Gross sales of inventory
$37,245
-
10b · Cost of goods sold
$22,285
-
10c · Net income from sales of inventory
total $14,960 · related or exempt $14,960
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $238,622 · program services $195,670 · management and general $21,476 · fundraising $21,476
-
7 · Other salaries and wages
total $714,181 · program services $585,629 · management and general $64,276 · fundraising $64,276
-
9 · Other employee benefits
total $100,662 · program services $82,542 · management and general $9,060 · fundraising $9,060
-
10 · Payroll taxes
total $84,735 · program services $69,483 · management and general $7,626 · fundraising $7,626
-
11g · Fees: other
total $40,679 · program services $19,046 · management and general $19,630 · fundraising $2,003
-
12 · Advertising and promotion
total $12,914 · program services $10,590 · management and general $1,162 · fundraising $1,162
-
13 · Office expenses
total $134,728 · program services $113,790 · management and general $10,469 · fundraising $10,469
-
16 · Occupancy
total $80,004 · program services $65,604 · management and general $7,200 · fundraising $7,200
-
17 · Travel
total $3,147 · program services $2,581 · management and general $283 · fundraising $283
-
22 · Depreciation, depletion and amortization
total $253,632 · program services $230,805 · management and general $22,827
-
23 · Insurance
total $42,145 · program services $40,401 · management and general $872 · fundraising $872
-
24a · Other expenses: MAINTENANCE AND SECURITY
total $34,984 · program services $28,686 · management and general $3,149 · fundraising $3,149
-
24b · Other expenses: DEVELOPMENT
total $32,898 · program services $26,976 · management and general $2,961 · fundraising $2,961
-
24c · Other expenses: EDUCATION
total $20,744 · program services $20,744
-
24d · Other expenses: BAD DEBT
total $10,352 · program services $8,071 · management and general $2,281
-
24e · All other expenses
total $32,084 · program services $29,180 · management and general $1,452 · fundraising $1,452
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,822,768 · end of year $559,767
-
2 · Savings and temporary cash investments
beginning of year $6,405,979 · end of year $9,311,382
-
3 · Pledges and grants receivable
beginning of year $470,900 · end of year $445,900
-
8 · Inventories for sale or use
beginning of year $38,526 · end of year $37,739
-
9 · Prepaid expenses and deferred charges
beginning of year $25,998 · end of year $15,000
-
10a · Land, buildings and equipment: cost or other basis
$10,291,539
-
10b · Land, buildings and equipment: accumulated depreciation
$5,247,707
-
10c · Land, buildings and equipment, net
beginning of year $5,297,464 · end of year $5,043,832
-
11 · Investments: publicly traded securities
beginning of year $4,190,429 · end of year $4,600,167
-
14 · Intangible assets
beginning of year $464,923 · end of year $322,147
-
15 · Other assets
beginning of year $2,069,739 · end of year $4,114,597
-
17 · Accounts payable and accrued expenses
beginning of year $94,140 · end of year $103,313
-
19 · Deferred revenue
beginning of year $57,380 · end of year $88,530
-
27 · Net assets without donor restrictions
beginning of year $11,983,496 · end of year $14,188,292
-
28 · Net assets with donor restrictions
beginning of year $8,651,710 · end of year $10,070,396
Mission and programs · 2023
Mission
THE ASSOCIATION'S COLLECTIONS ARE MADE UP OF OBJECTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASES OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH ASSETS WITHOUT RESTRICTIONS AND AS A DECREASE IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. THE ASSOCIATION'S INSURANCE POLICY OF MUSEUM COLLECTIONS EXPIRED IN NOVEMBER 1995. THE BOARD OF DIRECTORS HAS DETERMINED THAT IT IS NOT FEASIBLE TO OBTAIN SIMILAR COVERAGE ON THE COLLECTIONS DUE TO THE HIGH PREMIUM COST.
-
THE ORGANIZATION'S COLLECTIONS INCLUDE HISTORICAL DATA, INFORMATION, RELICS, OBJECTS AND RECORDS OF HISTORICAL INTEREST RELATING TO SAN MATEO COUNTY.
Expenses $1,529,798 · Revenue $112,233
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John La TorraJOHN LA TORRA
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Tracy DeleuwTRACY DELEUW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dee EvaDEE EVA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Christine WilliamsCHRISTINE WILLIAMS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer AchesonJENNIFER ACHESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas AmesTHOMAS AMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith BautistaKEITH BAUTISTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra McLellan BehlingSANDRA MCLELLAN BEHLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BlakeJOHN BLAKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe CarcioneJOE CARCIONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill ChiangBILL CHIANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chonita E ClearyCHONITA E CLEARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna ColsonDONNA COLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shawn DelunaSHAWN DELUNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg GalliGREG GALLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don HorsleyDON HORSLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ray IversonRAY IVERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wally JansenWALLY JANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathy KopfKATHY KOPF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan Kay LangSUSAN KAY LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Olivia Garcia Martinez EdDOLIVIA GARCIA MARTINEZ EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick MayersonRICK MAYERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill NicoletBILL NICOLET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike O'NeillMIKE O'NEILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara PierceBARBARA PIERCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim RuaneJIM RUANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John ShroyerJOHN SHROYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Therese SmithTHERESE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe Welch IIIJOE WELCH III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William WessellWILLIAM WESSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitch PostelMITCH POSTEL
PRESIDENT
- Total calculated
- $238,622
- From this org
- $233,852
- From related orgs
- $0
- Other
- $4,770
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,852
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $4,770
- Filer's total
- $238,622
-
Carmen BlairCARMEN BLAIR
DEPUTY DIREC
- Total calculated
- $139,250
- From this org
- $130,584
- From related orgs
- $0
- Other
- $8,666
- Hours/week
- 40
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 · 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
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541359349305389
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