Totals
- Total revenue
- $1,986,526
- Total expenses
- $2,176,770
- Contributions and grants received
- $1,554,630
- Grants paid
- $0
- Program service revenue
- $244,832
- Investment income
- $777
- Other revenue
- $186,287
- Total assets, end of year
- $712,413
- Total liabilities, end of year
- $118,107
- Net assets or fund balances, end of year
- $594,306
- Program services expenses (Part IX)
- $1,544,939
- Management and general expenses
- $538,964
- Fundraising expenses
- $92,867
- Program service expenses (Part III)
- $1,544,939
Program services were 71.0% 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
$43,600
-
1c · Fundraising events
$38,200
-
1e · Government grants (contributions)
$1,018,776
-
1f · All other contributions, gifts and grants
$454,054
-
2a · Program service revenue: PROGRAM FEE
total $235,050 · related or exempt $235,050
-
2b · Program service revenue: SALES
total $9,782 · related or exempt $9,782
-
3 · Investment income
total $777 · excluded $777
-
6a · Gross rents
real property $142,957
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $142,957
-
6d · Net rental income or loss
total $142,957 · excluded $142,957
-
8a · Fundraising events: gross income
$39,444
-
8a · Fundraising events: contributions included on line 1c
$38,200
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $39,444 · excluded $39,444
-
11a · Other revenue: REBATES AND REDEMPTION
total $3,886 · excluded $3,886
-
11e · Other revenue, total
$3,886
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $116,011 · program services $29,003 · management and general $58,005 · fundraising $29,003
-
7 · Other salaries and wages
total $669,637 · program services $577,306 · management and general $60,152 · fundraising $32,179
-
8 · Pension plan contributions
total $13,990 · program services $8,562 · management and general $5,428
-
9 · Other employee benefits
total $60,934 · program services $31,821 · management and general $23,136 · fundraising $5,977
-
10 · Payroll taxes
total $57,394 · program services $41,912 · management and general $14,310 · fundraising $1,172
-
11c · Fees: accounting
total $50,046 · management and general $50,046
-
11g · Fees: other
total $359,591 · program services $158,198 · management and general $187,890 · fundraising $13,503
-
12 · Advertising and promotion
total $3,051 · program services $3,039 · management and general $12
-
13 · Office expenses
total $124,375 · program services $103,178 · management and general $18,502 · fundraising $2,695
-
16 · Occupancy
total $344,836 · program services $339,395 · management and general $579 · fundraising $4,862
-
17 · Travel
total $54,540 · program services $40,048 · management and general $14,492
-
22 · Depreciation, depletion and amortization
total $80,869 · management and general $80,869
-
23 · Insurance
total $50,157 · program services $50,157
-
24a · Other expenses: EXHIBIT COSTS
total $121,586 · program services $121,586
-
24b · Other expenses: DUES AND OTHER CHARGES
total $68,406 · program services $39,955 · management and general $24,975 · fundraising $3,476
-
24c · Other expenses: EQUIPMENT AND REPAIRS
total $1,166 · program services $598 · management and general $568
-
24d · Other expenses: MISCELLANEOUS
total $181 · program services $181
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,527 · end of year $7,262
-
2 · Savings and temporary cash investments
beginning of year $395,007 · end of year $276,782
-
4 · Accounts receivable
beginning of year $13,749
-
8 · Inventories for sale or use
beginning of year $2,884 · end of year $2,884
-
9 · Prepaid expenses and deferred charges
beginning of year $24,248 · end of year $14,328
-
10a · Land, buildings and equipment: cost or other basis
$1,964,676
-
10b · Land, buildings and equipment: accumulated depreciation
$1,553,519
-
10c · Land, buildings and equipment, net
beginning of year $492,025 · end of year $411,157
-
17 · Accounts payable and accrued expenses
beginning of year $115,625 · end of year $118,107
-
19 · Deferred revenue
beginning of year $29,765
-
27 · Net assets without donor restrictions
beginning of year $605,486 · end of year $415,742
-
28 · Net assets with donor restrictions
beginning of year $178,564 · end of year $178,564
Mission and programs · 2022
Mission
HISTORY SAN JOSE PRESERVES AND ENRICHES THE CULTURAL HERITAGE OF SAN JOSE AND THE SANTA CLARA VALLEY THROUGH RESEARCH, COLLECTIONS, PARTNERSHIPS, EDUCATIONAL PROGRAMS AND EVENTS.
Activities or mission (Part I)
PRESERVING HISTORY OF SAN JOSE.
-
HISTORY SAN JOSES 22/23 ACHIEVEMENTS INCLUDED ONGOING EDUCATIONAL PROGRAMMING FOR 2ND - 5TH GRADE SCHOOL CHILDREN. DURING THE PANDEMIC, HSJ WAS ABLE TO ACHIEVE SUCCESS IN PRESENTING VIRTUAL PROGRAMMING SO THAT DISTRICTS WERE ABLE TO OFFER QUALITY VIRTUAL EDUCATIONAL PROGRAMMING UNTIL STUDENTS ARE ABLE TO RESUME ON SITE PROGRAMMING. IN ADDITION TO SCHOOLS VIRTUAL PROGRAMMING, HSJ OFFERED VIRTUAL ADULT PUBLIC PROGRAMMING, ACHIEVING EDUCATIONAL GOALS DURING THIS TIME. DURING 22/23, HSJ COLLABORATED WITH BAYMEC TO PRESENT A NEW EXHIBIT, COMING OUT: 50 YEARS OF QUEER RESISTANCE & RESILIENCE IN SILICON VALLEY.HISTORY PARK IS A 14-ACRE OUTDOOR SETTING, HSJ ALLOWED SOME GROUPS TO GATHER ON SITE WHILE COMPLYING WITH AND MONITORING STATE, COUNTY, AND CITY COVID REQUIREMENTS AT ALL TIMES. HSJ WAS ABLE TO MAINTAIN FINANCIAL STABILITY THROUGH MEMBERSHIP, GRANTS AND LOANS TO KEEP CURRENT STAFF WHILE ADDING TWO FULLTIME STAFF POSITIONS TO ACCOMMODATE MARKETING AND EVENT SITE USE.
Expenses $1,544,939 · Revenue $244,832
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Liam OconnorLIAM OCONNOR
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Vaughn KlebigVAUGHN KLEBIG
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John KoeplinJOHN KOEPLIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Anita SteburgANITA STEBURG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Patrick HammonPATRICK HAMMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lydia HeinrichLYDIA HEINRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew ParkhurstANDREW PARKHURST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William SchrohWILLIAM SCHROH
PRESIDENT & CEO
- Total calculated
- $116,011
- From this org
- $116,011
- From related orgs
- $0
- Other
- $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
- 2022
- Filed
- 20 January 2025
- IRS schema version
- 2022v5.0
- Source object
- 202520219349301862
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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