Form 990 for tax year 2023
Filed by ASSOCIATION OF THE LOS ALTOS HISTORICAL MUSEUM.
Totals
- Total revenue
- $952,816
- Total expenses
- $1,085,295
- Contributions and grants received
- $642,253
- Grants paid
- $0
- Program service revenue
- $79,646
- Investment income
- $27,417
- Other revenue
- $203,500
- Total assets, end of year
- $4,554,803
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,554,803
- Program services expenses (Part IX)
- $668,707
- Management and general expenses
- $229,642
- Fundraising expenses
- $186,946
- Program service expenses (Part III)
- $668,707
Program services were 61.6% 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
$63,650
-
1c · Fundraising events
$153,708
-
1e · Government grants (contributions)
$195,000
-
1f · All other contributions, gifts and grants
$229,895
-
2a · Program service revenue: PROGRAM FEES
total $79,646 · related or exempt $79,646
-
3 · Investment income
total $27,417 · excluded $27,417
-
6a · Gross rents
real property $214,755
-
6b · Less rental expenses
real property $12,767
-
6c · Rental income or loss
real property $201,988
-
6d · Net rental income or loss
total $201,988 · related or exempt $201,988
-
8a · Fundraising events: gross income
$48,922
-
8a · Fundraising events: contributions included on line 1c
$153,708
-
8b · Fundraising events: direct expenses
$48,922
-
8c · Net income from fundraising events
total $0
-
10a · Gross sales of inventory
$20,694
-
10b · Cost of goods sold
$19,182
-
10c · Net income from sales of inventory
total $1,512 · related or exempt $1,512
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $87,263 · management and general $87,263
-
7 · Other salaries and wages
total $421,540 · program services $266,979 · management and general $19,764 · fundraising $134,797
-
9 · Other employee benefits
total $22,497 · program services $11,811 · management and general $4,724 · fundraising $5,962
-
10 · Payroll taxes
total $40,520 · program services $21,273 · management and general $8,509 · fundraising $10,738
-
11c · Fees: accounting
total $15,220 · management and general $15,220
-
11g · Fees: other
total $255,572 · program services $213,041 · management and general $30,624 · fundraising $11,907
-
12 · Advertising and promotion
total $6,430 · program services $4,746 · management and general $380 · fundraising $1,304
-
14 · Information technology
total $10,711 · program services $1,000 · management and general $9,711
-
17 · Travel
total $1,523 · program services $38 · management and general $1,414 · fundraising $71
-
22 · Depreciation, depletion and amortization
total $5,651 · program services $5,651
-
23 · Insurance
total $3,365 · management and general $3,365
-
24a · Other expenses: SOFTWARE SUBSCRIPTIONS
total $57,275 · program services $41,678 · management and general $9,986 · fundraising $5,611
-
24b · Other expenses: SUPPLIES
total $47,541 · program services $39,155 · management and general $6,390 · fundraising $1,996
-
24c · Other expenses: PRINTING AND COPYING
total $45,414 · program services $39,739 · management and general $3,581 · fundraising $2,094
-
24d · Other expenses: FOOD AND BEVERAGES
total $15,793 · program services $10,115 · management and general $3,848 · fundraising $1,830
-
24e · All other expenses
total $48,980 · program services $13,481 · management and general $24,863 · fundraising $10,636
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $70,557 · end of year $121,640
-
2 · Savings and temporary cash investments
beginning of year $30,460 · end of year $2,652
-
10a · Land, buildings and equipment: cost or other basis
$275,465
-
10b · Land, buildings and equipment: accumulated depreciation
$117,792
-
10c · Land, buildings and equipment, net
beginning of year $162,844 · end of year $157,673
-
12 · Investments: other securities
beginning of year $1,042,028 · end of year $959,059
-
15 · Other assets
beginning of year $3,313,779 · end of year $3,313,779
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,619,668 · end of year $4,554,803
Mission and programs · 2023
Mission
THE LOS ALTOS HISTORY MUSEUM GATHERS AND PRESENTS ARTIFACTS AND STORIES TO BRIDGE THE PAST AND THE PRESENT BY FOSTERING THE CREATIVE ENERGY OF VOLUNTEERS AND STAFF TO PRODUCE ENGAGING EDUCATIONAL PROGRAMS AND EXHIBITS THAT CHALLENGE ESTABLISHED NARRATIVES.
-
EXHIBITION PRODUCTIONTHE MUSEUM DISPLAYED 4 EXHIBITIONS IN OUR MAIN GALLERY, AND 4 COMPANION EXHIBITS IN OUR HISTORIC HOUSE. ONE OF THE MOST POPULAR EXHIBITS WAS BUILDING THE FUTURE: A VISUAL HISTORY OF THE ARCHITECTURE OF SILICON VALLEY, WHICH FEATURED THE PHOTOGRAPHY OF RICHARD ADLER. THIS EXHIBIT EXPLORED THE ARCHITECTURAL EVOLUTION OF THE TECH ERAS, DELVING INTO HOW THESE ICONIC BUILDINGS REFLECT THE PHILOSOPHIES OF THE COMPANIES THAT OCCUPY THEM. THE MUSEUM ALSO HOSTED SEVERAL EXHIBIT-RELATED PROGRAMS, INCLUDING A NUMBER OF NEIGHBORHOOD BLOCK PARTIES THAT CELEBRATED THE HISTORY AND RESIDENTS OF NORTH LOS ALTOS, GEMELLO, SOUTH LOS ALTOS, AND THE DOWNTOWN TRIANGLE NEIGHBORHOODS. WE ALSO HOSTED SEVERAL PROGRAMS CONNECTING HISTORY TO THE PRESENT, WITH TOPICS SUCH AS WORKPLACE CULTURE, THE AFRICAN AMERICAN EXPERIENCE IN SANTA CLARA COUNTY, THE AIDS CRISIS, AND ENVIRONMENTAL CONSERVATION. THE MUSEUM'S EXHIBITS AND PROGRAMS BROUGHT IN HUNDREDS OF PEOPLE TO THE MUSEUM AND FOSTERED MEANINGFUL DIALOGUES WITH AND BETWEEN COMMUNITY MEMBERS.
Expenses $668,707 · Revenue $79,646
-
COLLECTION CARELOS ALTOS HISTORY MUSEUM PROCESSED 38 DONATIONS OF ITEMS DURING THIS FISCAL YEAR, INCLUDING ADDING ITEMS TO OUR LIBRARY, PHOTOGRAPHY COLLECTION, ORAL HISTORIES AND 3-D ARTIFACT COLLECTION. WE PREPARED ORAL HISTORIES FOR PUBLICATION ON OUR WEBSITE BY CREATING INDEXES, ABSTRACTS, AND SEARCH TERMS, AS WELL AS REVIEWING ALL OF OUR EXISTING 200 ORAL HISTORIES.
-
EDUCATIONAL OUTREACH LOS ALTOS HISTORY MUSEUM HELD TWO FAMILY-FRIENDLY COMMUNITY EVENTS DURING THE YEAR: THE APRICOT STEM FAIR ON JULY 1, 2023 WHICH PROVIDED STEM ACTIVITIES RELATED TO CLIMATE RESILIENCE, AND THE TRAIN DAYS ON SEPTEMBER 16 AND 17, 2023, OFFERING TRAIN LOVERS THE IMMERSIVE EXPERIENCE OF MODEL RAILROADING AND HONORING OUR LOCAL HISTORY AS A TRAIN STOP IN THE PAST. ON MAY 16, 2024, WE OFFERED A PROGRAM GATHERING IDEAS FROM THE COMMUNITY ABOUT HOW TO SHAPE THE 2024 APRICOT HARVEST AT THE LOS ALTOS HERITAGE ORCHARD. IN SPRING 2024, OUR EDUCATION COMMITTEE LED 3RD AND 4TH GRADE EDUCATIONAL TOURS ENABLING THE LOCAL STUDENTS TO STEP INTO CALIFORNIA AND LOS ALTOS HISTORY.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gary HeddenGARY HEDDEN
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 8
-
Gerri AcersGERRI ACERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry LangLARRY LANG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 17.5
-
Allison AldrichALLISON ALDRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Vicki HolmanVICKI HOLMAN
1ST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Kelly DavisKELLY DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4.5
-
Wynn BeltonWYNN BELTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex WangALEX WANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher FlingCHRISTOPHER FLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tyler FuruichiTYLER FURUICHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Wayne HooperWAYNE HOOPER
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Janet KlinkeJANET KLINKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 8.5
-
Margo HornMARGO HORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jay ThomasJAY THOMAS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Kuljeet KalkatKULJEET KALKAT
2ND VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Cindy Bogard O'GormanCINDY BOGARD O'GORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Elisabeth Ward Retired 524ELISABETH WARD RETIRED 524
EXECUTIVE DIRECTOR
- Total calculated
- $102,159
- From this org
- $102,159
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Anna Toledano 924-PresentANNA TOLEDANO 924-PRESENT
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Julie Bly Devere 524-924JULIE BLY DEVERE 524-924
INTERIUM EXEC DIR
- Total calculated
- $0
- 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.
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
- 202501359349313080
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