San Joaquin County Historical Society

Analysis

San Joaquin County Historical Society is a registered charity in United States, based in Stockton, CA. It received its IRS tax-exemption ruling in June 1967, 59 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 June 2023, San Joaquin County Historical Society reported income of $1.2m and spending of $1.2m, spending 98% of its income. Across the 5 years on record, from June 2019 to June 2023, income fell from $1.3m to $1.2m (-7.3%), an average of -1.9% a year. The sharpest change came in the year to June 2021, when income rose by 115%. 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 County Historical Society sits at the 80th percentile: it is larger than about 80% of them. Against every charity in United States with reported income it ranks in the 81st percentile, and in the 82nd percentile within CA. Charities of a similar size with the same main cause include Faculty Student Association Broome Community College ($1.2m), Impact Capital ($1.2m) and Movimiento Poder ($1.2m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 69% of the total. Compensation of current officers, directors and key employees was $84k (6.9% of expenses). Other salaries and wages came to $356k. At year end it held assets of $5.2m against liabilities of $137k, net assets of $5.0m. It reported 10 employees.