San Juan Capistrano Historical Society

Analysis

San Juan Capistrano Historical Society is a registered charity in United States, based in San Juan Capo, CA. It received its IRS tax-exemption ruling in November 1970, 56 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending March 2024, San Juan Capistrano Historical Society reported income of $113k and spending of $184k, spending 162% of what it took in. Across the 5 years on record, from March 2020 to March 2024, income fell from $268k to $113k (-58%), an average of -19% a year. The sharpest change came in the year to March 2022, when income rose by 84%. Over the whole period it spent 109% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, San Juan Capistrano Historical Society sits at the 40th percentile: it is larger than about 40% of them. Against every charity in United States with reported income it ranks in the 40th percentile, and in the 42nd percentile within CA. Charities of a similar size with the same main cause include Georgia Extension 4-H Foundation ($113k), General Society Sons of the Revolution ($113k) and North Carolina Jazz Festival Inc ($113k).

On its Form 990 for the period ending March 2024, revenue came from contributions and grants 45% and program service revenue 18% of the total. Compensation of current officers, directors and key employees was $42k (23% of expenses). Other salaries and wages came to $3,000. At year end it held assets of $1.0m against liabilities of $145, net assets of $1.0m. It reported 1 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.