Civic Intelligence

San Juan Historical Society

EIN 23-7022221 • 501(c)3 • Friday Harbor, WA

Profile

The purpose of the san juan historical society and its museum is to share and interpret the story of the people of san juan island.

PO Box 441Friday Harbor, WA 98250

www.sjmuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$55,500

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 35.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

19th percentile

-12%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-39%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$518,425

Down $70,700 (-12%) from 2023

Liabilities

Up

$2,539

Up $569 (+29%) from 2023

Net Assets

Down

$515,886

Down $71,269 (-12%) from 2023

Revenue

Down

$157,235

Down $100,531 (-39%) from 2023

Expenses

Down

$229,242

Down $39,805 (-15%) from 2023

Net Income

Down

-$72,007

Down $60,726 (-538%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $499,123Liabilities 2010: $2,389Net Assets 2010: $496,7342010Assets 2011: $477,638Liabilities 2011: $1,965Net Assets 2011: $475,6732011Assets 2012: $506,714Liabilities 2012: $1,810Net Assets 2012: $504,9042012Assets 2013: $590,117Liabilities 2013: $1,972Net Assets 2013: $588,1452013Assets 2014: $633,709Liabilities 2014: $2,217Net Assets 2014: $631,4922014Assets 2015: $682,328Liabilities 2015: $1,966Net Assets 2015: $680,3622015Assets 2016: $718,232Liabilities 2016: $2,023Net Assets 2016: $716,2092016Assets 2017: $697,177Liabilities 2017: $2,311Net Assets 2017: $694,8662017Assets 2018: $713,478Liabilities 2018: $2,428Net Assets 2018: $711,0502018Assets 2019: $605,620Liabilities 2019: $2,846Net Assets 2019: $602,7742019Assets 2020: $618,582Liabilities 2020: $10,653Net Assets 2020: $607,9292020Assets 2021: $611,057Liabilities 2021: $3,799Net Assets 2021: $607,2582021Assets 2022: $602,542Liabilities 2022: $4,106Net Assets 2022: $598,4362022Assets 2023: $589,125Liabilities 2023: $1,970Net Assets 2023: $587,1552023Assets 2024: $518,425Liabilities 2024: $2,539Net Assets 2024: $515,8862024

Highlighted filing

2024

Assets$518,425
Liabilities$2,539
Net Assets$515,886

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2010: $77,7232010Expenses 2011: $87,6432011Expenses 2012: $70,8172012Revenue 2013: $158,818Expenses 2013: $75,576Net Income 2013: $83,2422013Revenue 2014: $118,971Expenses 2014: $75,624Net Income 2014: $43,3472014Revenue 2015: $131,892Expenses 2015: $83,022Net Income 2015: $48,8702015Revenue 2016: $115,625Expenses 2016: $79,778Net Income 2016: $35,8472016Revenue 2017: $63,084Expenses 2017: $84,427Net Income 2017: -$21,3432017Revenue 2018: $104,051Expenses 2018: $87,867Net Income 2018: $16,1842018Revenue 2019: $82,641Expenses 2019: $190,917Net Income 2019: -$108,2762019Revenue 2020: $94,343Expenses 2020: $89,188Net Income 2020: $5,1552020Revenue 2021: $103,495Expenses 2021: $104,166Net Income 2021: -$6712021Revenue 2022: $133,029Expenses 2022: $141,851Net Income 2022: -$8,8222022Revenue 2023: $257,766Expenses 2023: $269,047Net Income 2023: -$11,2812023Revenue 2024: $157,235Expenses 2024: $229,242Net Income 2024: -$72,0072024

Highlighted filing

2024

Revenue$157,235
Expenses$229,242
Net Income-$72,007

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.03$5.16$1.57$2.29$0.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.02$5.87$2.58$2.69$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$0.04$5.98$1.33$1.42$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.04$6.07$1.03$1.04$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.11$6.08$0.94$0.89$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.03$6.03$0.83$1.91$1.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.02$7.11$1.04$0.88$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.02$6.95$0.63$0.84$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.02$7.16$1.16$0.80$0.36
2015Detailed filing. Detailed filing data is available for this year.$6.82$0.02$6.80$1.32$0.83$0.49
2014Detailed filing. Detailed filing data is available for this year.$6.34$0.02$6.31$1.19$0.76$0.43
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.02$5.88$1.59$0.76$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.02$5.05$0.71
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.02$4.76$0.88
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.02$4.97$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$157,235
Mission and Program Overview

Mission

The purpose of the san juan historical society and its museum is to share and interpret the story of the people of san juan island.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$405,190$392,724▼ $12,466
Cash and Non-Interest-Bearing Accounts$100$109,015▲ $108,915
Savings and Temporary Cash Investments$183,835$16,093▼ $167,742
Accounts Receivable-$283-
Total Assets$589,125$518,425▼ $70,700
Other Assets Total-$310-
Liabilities
Accounts Payable and Accrued Expenses$1,970$2,539▲ $569
Total Liabilities$1,970$2,539▲ $569
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$587,155$515,886▼ $71,269
Total Net Assets Fund Balance$587,155$515,886▼ $71,269
Total Liabilities and Net Assets / Fund Balance$589,125$518,425▼ $70,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$331,074$266,667$597,741
Land$51,386-$51,386
Other Land Buildings$10,264$30,730$40,994
Equipment-$5,272$5,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin LoftusExecutive DiFT$55,500$55,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$135,432
Program Service Revenue
$12,625
Investment Income
$1,220
Other Revenue
$7,958
All Other Contributions
$22,225
Change in Net Assets
$-72,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,637
Salaries, Compensation, and Employee Benefits$62,605
Total Fundraising Expense$26,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$57,064$27,107$10,936$95,107
Current Officers, Directors, Trustees, and Key Employees$27,750$13,875$13,875$55,500
Occupancy$29,308$5,359-$34,667
Depreciation Depletion$18,411--$18,411
Fees for Services Accounting-$9,490-$9,490
Other Expenses$6,953--$6,953
Payroll Taxes$2,957$1,479$1,479$5,915
Information Technology$666$334$334$1,334
Other Salaries and Wages$594$298$298$1,190
Advertising$723--$723
Interest$-24$-12$-12$-48
Total Functional Expenses$144,402$57,930$26,910$229,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jennifer RiggBoard OfficerGraphic DesignNo$45,967
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by the executive director, board president and other board members prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available for public inspection by request. In addition, the form 990 is available for review on guidestar.org.

Filing and Contact Details

Filer

Filer Name
San Juan Historical Society
EIN
23-7022221
Phone
3603783949
Address
PO BOX 441, FRIDAY HARBOR, WA 98250

Signing Officer

Name
Andy Zall
Title
President
Phone
3603783949
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andy Zall
Formed
1969
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
14
Employees
2
Volunteers
25

Preparer

Firm
Lake Kennedy Mcculloch Cpas Ps
Address
425 CAINES ST STE A, FRIDAY HARBOR, WA 98250-0971
Preparer
Carly Christophersen
Phone
3603782496
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

PRIOR PERIOD ADJ 738

Raw XML AppendixShowing 400 of 420 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE HISTORICAL SOCIETY HAS ASSEMBLED, COLLECTED, PRESERVED, DISPLAYED EXHIBITS, AND HISTORICAL DATA. THE MUSEUM IS OPEN MAY TO SEPTEMBER, FROM WEDNESDAY THROUGH SATURDAY, 11:00 AM TO 2:00 PM. COLLECTIONS, PROGRAMS, AND PUBLICATIONS PROVIDE THE ENJOYMENT AND EDUCATION OF RESIDENTS AND VISITORS. IN 2024 THERE WERE 264 MEMBERS OF THE ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, BOARD PRESIDENT AND OTHER BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION BY REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE FOR REVIEW ON GUIDESTAR.ORG.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0237022221

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