Concord Historical Society

Analysis

Concord Historical Society is a registered charity in United States, based in Concord, CA. It received its IRS tax-exemption ruling in September 1981, 45 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 December 2023, Concord Historical Society reported income of $454k and spending of $419k, spending 92% of its income. Across the 5 years on record, from December 2019 to December 2023, income fell from $547k to $454k (-17%), an average of -4.6% a year. The sharpest change came in the year to December 2023, when income rose by 151%. Over the whole period it spent 59% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Concord Historical Society sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 69th percentile, and in the 70th percentile within CA. Charities of a similar size with the same main cause include Volunteers of America Inc ($454k), Huntington Boys Club Inc ($454k) and Ohiodance ($453k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 99% and program service revenue 0.2% of the total. At year end it held assets of $6.2m against liabilities of $8,000, net assets of $6.1m.