Form 990 for tax year 2022
Filed by SOCIETY OF CALIFORNIA PIONEERS.
Totals
- Total revenue
- $303,673
- Total expenses
- $929,467
- Contributions and grants received
- $320,559
- Grants paid
- $0
- Program service revenue
- $136,131
- Investment income
- -$12,614
- Other revenue
- -$140,403
- Total assets, end of year
- $6,932,370
- Total liabilities, end of year
- $652,611
- Net assets or fund balances, end of year
- $6,279,759
- Program services expenses (Part IX)
- $712,290
- Management and general expenses
- $128,817
- Fundraising expenses
- $88,360
- Program service expenses (Part III)
- $712,290
Program services were 76.6% 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.
-
1f · All other contributions, gifts and grants
$320,559
-
1g · Noncash contributions included above
$36,973
-
2a · Program service revenue: MEMBERSHIPS
total $76,953 · related or exempt $76,953
-
2b · Program service revenue: DONOR & COMMUNITY EVEN
total $53,700 · related or exempt $53,700
-
2c · Program service revenue: MUSEUM & COLLECTION
total $5,478 · related or exempt $5,478
-
3 · Investment income
total $94,487 · excluded $94,487
-
6b · Less rental expenses
real property $141,656
-
6c · Rental income or loss
real property -$141,656
-
6d · Net rental income or loss
total -$141,656 · excluded -$141,656
-
7a · Gross sales of assets other than inventory
securities $612,328
-
7b · Less cost or other basis and sales expenses
securities $719,429
-
7c · Gain or loss
securities -$107,101
-
7d · Net gain or loss
total -$107,101 · excluded -$107,101
-
10a · Gross sales of inventory
$197
-
10b · Cost of goods sold
$47
-
10c · Net income from sales of inventory
total $150 · related or exempt $150
-
11a · Other revenue: MISCELLANEOUS INCOME
total $1,103 · related or exempt $1,103
-
11e · Other revenue, total
$1,103
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $118,371 · program services $59,185 · management and general $29,593 · fundraising $29,593
-
7 · Other salaries and wages
total $242,790 · program services $182,352 · management and general $23,409 · fundraising $37,029
-
9 · Other employee benefits
total $32,960 · program services $22,244 · management and general $4,714 · fundraising $6,002
-
10 · Payroll taxes
total $28,736 · program services $19,233 · management and general $4,208 · fundraising $5,295
-
11b · Fees: legal
total $1,000 · management and general $1,000
-
11c · Fees: accounting
total $22,500 · management and general $22,500
-
11f · Fees: investment management
total $17,908 · management and general $17,908
-
12 · Advertising and promotion
total $26,563 · program services $6,262 · management and general $18,906 · fundraising $1,395
-
13 · Office expenses
total $2,573 · program services $1,722 · management and general $377 · fundraising $474
-
16 · Occupancy
total $64,296 · program services $63,727 · management and general $342 · fundraising $227
-
22 · Depreciation, depletion and amortization
total $224,289 · program services $218,296 · management and general $3,596 · fundraising $2,397
-
23 · Insurance
total $44,627 · program services $40,313 · management and general $2,264 · fundraising $2,050
-
24a · Other expenses: PROGRAMS & SERVICES
total $83,643 · program services $79,745 · fundraising $3,898
-
24b · Other expenses: CONSERVATION/ACQUISITIO
total $19,211 · program services $19,211
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,089,723 · end of year $628,398
-
2 · Savings and temporary cash investments
beginning of year $93,081 · end of year $66,830
-
4 · Accounts receivable
beginning of year $7,405 · end of year $106,328
-
8 · Inventories for sale or use
beginning of year $7,698 · end of year $7,651
-
9 · Prepaid expenses and deferred charges
beginning of year $45,774 · end of year $46,480
-
10a · Land, buildings and equipment: cost or other basis
$7,452,410
-
10b · Land, buildings and equipment: accumulated depreciation
$4,191,526
-
10c · Land, buildings and equipment, net
beginning of year $3,474,563 · end of year $3,260,884
-
11 · Investments: publicly traded securities
beginning of year $3,028,502 · end of year $2,615,751
-
15 · Other assets
beginning of year $20,000 · end of year $200,048
-
17 · Accounts payable and accrued expenses
beginning of year $48,930 · end of year $44,633
-
19 · Deferred revenue
beginning of year $463,529 · end of year $461,742
-
25 · Other liabilities
beginning of year $4,302 · end of year $146,236
-
27 · Net assets without donor restrictions
beginning of year $6,163,333 · end of year $6,242,623
-
28 · Net assets with donor restrictions
beginning of year $1,086,652 · end of year $37,136
Mission and programs · 2022
Mission
ESTABLISHED AND IN CONTINUOUS OPERATION SINCE 1850, THE SOCIETY OF CALIFORNIA PIONEERS IS A NOT-FOR-PROFIT MUSEUM, LIBRARY AND CULTURAL ORGANIZATION DEDICATED TO ADVANCING THE KNOWLEDGE AND APPRECIATION OF EARLY CALIFORNIA HISTORY FOR THE BENEFIT OF PRESENT AND FUTURE AUDIENCES OF ALL AGES.
Activities or mission (Part I)
THE SOCIETY SERVES TO PRESERVE CALIFORNIA HISTORY THROUGH A LIBRARY, A MUSEUM, AND PUBLIC PROGRAMS.
-
COLLECTIONS/LIBRARY - THE ALICE PHELAN SULLIVAN LIBRARY SERVICES INCLUDE RESPONDING TO REFERENCE INQUIRIES WHICH COME VIA PHONE, EMAIL OR LETTER, AS WELL AS MEETING WITH RESEARCHERS IN THE LIBRARY. THE AUDIENCE IS WIDE HISTORIANS, STUDENTS, FILMMAKERS, GENEALOGISTS AND THE INQUIRIES AND VISITORS ARE NOT ONLY FROM CALIFORNIA, BUT ALL OVER THE COUNTRY AND THE WORLD. THE LIBRARY MAINTAINS SEVERAL ONLINE DATABASES: OUR BOOKS ARE CATALOGED ON THE INTERNATIONAL DATABASE WORLDCAT, OUR MANUSCRIPTS ARE IN THE ONLINE ARCHIVE OF CALIFORNIA OUT OF UC BERKELEY, OUR NEWSPAPERS ON THE CALIFORNIA NEWSPAPER PROJECT, OUR EPHEMERA IS ON THE CALIFORNIA EPHEMERA PROJECT ONLINE AND OUR SHEET MUSIC IS CATALOGED ON THE 19TH CENTURY CALIFORNIA SHEET MUSIC DATABASE. THE LIBRARY REGULARLY ACQUIRES NEW ITEMS, WORKS WITH DONORS, HOSTS INTERNS FROM LOCAL UNIVERSITIES AND WRITES GRANTS FOR CONSERVATION WORK WITH SPECIFIC PARTS OF OUR COLLECTIONS. IN ADDITION TO THE LIBRARY, THE SOCIETY'S HISTORICAL COLLECTION ENCOMPASSES AN OUTSTANDING ARRAY OF PAINTINGS, PRINTS, DRAWINGS, PHOTOGRAPHS, SILVERWARE, AND ARTIFACTS DATING FROM THE GOLD RUSH ERA TO 1945. THE PAINTING COLLECTION IS PARTICULARLY NOTABLE FOR ITS NINETEENTH-CENTURY HOLDINGS AND INCLUDES WORKS BY THOMAS HILL, WILLIAM KEITH, JULES TAVERNIER, AND WILLIAM HAHN AMONG MANY OTHERS. THE COLLECTION IS EQUALLY RICH IN WORKS ON PAPER RANGING FORM ETCHINGS, LITHOGRAPHS, AND POSTERS, TO PLAYBILLS, THEATER ANNOUNCEMENTS, AND MUSIC SHEETS THAT CHRONICLE THE LEISURE ACTIVITIES AND ENTERTAINMENTS OF COSMOPOLITAN SAN FRANCISCO. THE SOCIETY'S COLLECTION OF OLD CALIFORNIA SILVER IS AMONG THE FINEST IN EXISTENCE AND THERE ARE ALSO COSTUMES AND PERSONAL EFFECTS, MEDICAL DEVICES, MUSICAL INSTRUMENTS AND TOOLS AND IMPLEMENTS RELATED TO GOLD AND SILVER MINING, ALL OF WHICH PROVIDE A COMPELLING ACCOUNT OF EARLY CALIFORNIA AND ITS INHABITANTS.COSTS RELATED TO THE LIBRARY AND HISTORIC COLLECTIONS INCLUDE THE STORAGE, CONSERVATION AND CARE OF THIS IMPORTANT COLLECTION AS WELL AS THE PERSONNEL COSTS TO MANAGE THEM.WE RE-OPENED OUR LIBRARY TO IN-PERSON RESEARCH IN 2022 AND WE CONTINUED TO ASSIST RESEARCHERS FROM ALL OVER THE WORLD BOTH IN PERSON AS WELL AS VIA EMAIL. ADDITIONALLY, REQUESTS FOR THE USE OF OUR COLLECTION IN BOOKS AND OTHER PUBLICATIONS CONTINUE TO BE FULFILLED REGULARLY.
Expenses $356,854 · Revenue $5,478
-
EXHIBITION/PROGRAMS - THE SOCIETY OF CALIFORNIA PIONEERS STRIVES TO CONVEY VALUABLE, COMPELLING AND EMPOWERING INFORMATION IN ALL OF OUR MUSEUM EXHIBITIONS, WHICH FEATURE ARTIFACTS FROM OUR ARCHIVES AND ILLUMINATE ASPECTS OF LIFE IN CALIFORNIA OVER TIME. OUR TARGET AUDIENCES INCLUDE SCHOOL CHILDREN, IN PARTICULAR THOSE STUDYING CALIFORNIA HISTORY, SENIOR CITIZENS WITH A FOCUS ON THOSE RESIDING LOCALLY, AND OUT-OF-TOWN VISITORS, IN ADDITION TO MEMBERS, FRIENDS, SCHOLARS, AND THE GENERAL PUBLIC. WE ALSO ATTRACT A SIGNIFICANT NUMBER OF TOURISTS FROM OUTSIDE THE COUNTRY. WE HAVE PRODUCED SEVERAL EXHIBITIONS BOTH IN OUR GALLERY AND ONLINE, ALLOWING US TO PROVIDE ACCESS TO OUR COLLECTIONS FOR A MUCH GREATER AUDIENCE. THE SOCIETY OF CALIFORNIA PIONEERS HAS BEEN PRESENTING SUCCESSFUL EXHIBITIONS AND PROGRAMS IN CALIFORNIA HISTORY TO FOURTH AND FIFTH GRADE STUDENTS IN THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD) SINCE 2000. ALL PROGRAMS ARE INTERACTIVE AND INTENDED TO FUNCTION AS A COMPLEMENT TO WORK IN THE CLASSROOM. UNLIKE THE SCHOOLS, THE STAFF OF THE SOCIETY OF CALIFORNIA PIONEERS IS ABLE TO MAKE USE OF EXHIBITION MATERIALS AND ARTIFACTS FROM OUR OWN COLLECTIONS AS TEACHING TOOLS. PROGRAMS ARE DESIGNED TO CREATE A SENSE OF PLACE, FOSTER AN AWARENESS OF THE VARIETY OF TRADITIONS THAT HAVE SHAPED CONTEMPORARY CALIFORNIA, INTRODUCE STUDENTS TO MAJOR SOCIAL, ENVIRONMENTAL, AND CULTURAL ISSUES, AND INSTILL PRIDE IN A SHARED HERITAGE. THE PROGRAMS ARE OFFERED FREE OF CHARGE AND MEET CALIFORNIA STATE CURRICULUM STANDARDS. IN 2021, WE RE-OPENED TO THE PUBLIC WITH OUR PRE-PANDEMIC EXHIBITION, GOLDEN GATE PARK IN THE GILDED AGE. ALSO IN 2021, WE LAUNCHED A SPECIAL NEW ONLINE OFFERING, A WEBSITE TITLED THE EUREKA! PROJECT, DESIGNED FOR YOUNGER STUDENTS OF HISTORY TO ALLOW THEM ACCESS TO OUR UNIQUE COLLECTION OF PRIMARY SOURCES RELATED TO CALIFORNIA HISTORY. IN 2022 WE PRODUCED TWO NEW EXHIBITIONS. WE ARE NOT STRANGERS HERE: AFRICAN AMERICAN HISTORIES IN RURAL CALIFORNIA RAN FROM JANUARY 19 TO AUGUST 12. OUR SECOND EXHIBITION, FOR GENERATIONS TO COME: THE CONSERVATION OF TREASURES FROM OUR COLLECTION RAN FROM OCTOBER 5 TO NOVEMBER 19.
Expenses $186,065 · Revenue $76,953
-
EVENTS AND SERVICES - INCLUDES EVENTS PRODUCED FOR THE COMMUNITY THAT SUPPORTS US, INCLUDING SOCIAL EVENTS AND HISTORIC TOURS; INCLUDES FACILITATING APPLICATIONS, FAMILY RESEARCH, AND ANY OTHER SUPPORT TO OUR COMMUNITY. ALSO INCLUDED IN MEMBER & COMMUNITY EVENTS AND SERVICES IS THE PUBLICATION OF THE PIONEER, AN ANNUAL PUBLICATION OF THE SOCIETY. IN 2022, WE HELD SEVEN IN-PERSON EVENTS FOR OUR COMMUNITY, ONE WEEKEND EXCURSION TO HEARST CASTLE, AND FIVE PIONEER BOOK CLUB MEETINGS.
Expenses $169,371 · Revenue $54,953
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
NICHOLAS SCALES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
SHEILA KELLY
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DAVID BEACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT BRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT CABRERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIANNE Q DEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ERIN DOYLE EBELING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOUISE ESCHER HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE FREEBORN
DIRECTOR (START 1/2022)
- Total calculated
- $0
- Hours/week
- 1
-
GABRIELLE D KEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUSSELL D KEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW F KERR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FRANCES G LEVY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL M MCCOMISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS O MCLAUGHLIN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE L MCPHERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PETER L MUHS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW NEUABUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA SAVERI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WALLACE SHEEHAN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KENNETH G WINANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MERCEDES DEVINE
EXECUTIVE DIRECTOR
- Total calculated
- $118,371
- From this org
- $117,284
- From related orgs
- $0
- Other
- $1,087
- Hours/week
- 25
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
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323199349316382
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