San Joaquin Pioneer and Historical Society

Analysis

San Joaquin Pioneer and Historical Society is a registered charity in United States, based in Stockton, CA. It received its IRS tax-exemption ruling in September 1942, 84 years ago. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, San Joaquin Pioneer and Historical Society reported income of $2.3m and spending of $1.7m, leaving 25% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $1.4m to $2.3m (+62%), an average of +13% a year. The sharpest change came in the year to December 2020, when income rose by 123%. Over the whole period it spent 82% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, San Joaquin Pioneer and Historical Society sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 87th percentile, and in the 88th percentile within CA. Charities of a similar size with the same main cause include Little Lamb Community School ($2.3m), Hartville Volunteer Fire Dept Inc ($2.3m) and Northeast Ohio Home Care ($2.3m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 40% and program service revenue 2.0% of the total. Compensation of current officers, directors and key employees was $143k (8.4% of expenses). Other salaries and wages came to $424k. At year end it held assets of $23.8m against liabilities of $200k, net assets of $23.6m. It reported 17 employees.