Civic Intelligence

History San Jose

EIN 23-7179176 • 501(c)3 • San Jose, CA

Profile

History san jose preserves and enriches the cultural heritage of san jose and the santa clara valley through research, collections, partnerships, educational programs and events.

1650 Senter RoadSan Jose, CA 95112

www.historysanjose.org

Siviq Scores

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

Liabilities / Assets

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.04x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

57th percentile

8.1%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$116,388

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

85th percentile

30%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$927,729

Up $215,316 (+30%) from 2023

Liabilities

Down

$99,861

Down $18,246 (-15%) from 2023

Net Assets

Up

$827,868

Up $233,562 (+39%) from 2023

Revenue

Up

$2,415,840

Up $429,314 (+22%) from 2023

Expenses

Up

$2,219,644

Up $42,874 (+2.0%) from 2023

Net Income

Up

$196,196

Up $386,440 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,456,815Liabilities 2020: $436,785Net Assets 2020: $1,020,0302020Assets 2021: $1,777,210Liabilities 2021: $131,821Net Assets 2021: $1,645,3892021Assets 2022: $929,440Liabilities 2022: $145,390Net Assets 2022: $784,0502022Assets 2023: $712,413Liabilities 2023: $118,107Net Assets 2023: $594,3062023Assets 2024: $927,729Liabilities 2024: $99,861Net Assets 2024: $827,8682024

Highlighted filing

2024

Assets$927,729
Liabilities$99,861
Net Assets$827,868

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,435,854Expenses 2020: $1,213,276Net Income 2020: $222,5782020Revenue 2021: $1,746,425Expenses 2021: $1,156,971Net Income 2021: $589,4542021Revenue 2022: $1,584,956Expenses 2022: $1,572,145Net Income 2022: $12,8112022Revenue 2023: $1,986,526Expenses 2023: $2,176,770Net Income 2023: -$190,2442023Revenue 2024: $2,415,840Expenses 2024: $2,219,644Net Income 2024: $196,1962024

Highlighted filing

2024

Revenue$2,415,840
Expenses$2,219,644
Net Income$196,196

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 21, 2025
Return Version
2023v6.0
Gross Receipts
$2,454,432
Mission and Program Overview

Mission

Preserving the history of san jose.

Preserving history of san jose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$276,782$426,973▲ $150,191
Land, Buildings, and Equipment, Net$411,157$412,002▲ $845
Prepaid Expenses and Deferred Charges$14,328$31,511▲ $17,183
Accounts Receivable-$10,000-
Cash and Non-Interest-Bearing Accounts$7,262$9,129▲ $1,867
Inventories for Sale or Use$2,884$2,884→ $0
Total Assets$712,413$927,729▲ $215,316
Other Assets Total$0$35,230▲ $35,230
Liabilities
Accounts Payable and Accrued Expenses$118,107$99,861▼ $18,246
Grants Payable$0$0→ $0
Total Liabilities$118,107$99,861▼ $18,246
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$415,742$535,261▲ $119,519
Net Assets With Donor Restrictions$178,564$292,607▲ $114,043
Total Net Assets Fund Balance$594,306$827,868▲ $233,562
Total Liabilities and Net Assets / Fund Balance$712,413$927,729▲ $215,316

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$345,084$1,024,813$1,369,897
Other Land Buildings$858$312,212$313,070
Equipment$66,060$142,387$208,447

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$138,425---$138,425
2022$138,425---$138,425
2021$138,425---$138,425
2020$127,226$11,199--$138,425
2019$127,226---$127,226
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William Schroh JrPresident & CEOFT$116,388$116,388

Board Members and Trustees

NameTitle
Liam OconnorBoard Chair
Vaughn KlebigVice Chair
Andrew ParkhurstDirector
Darlene TenesDirector
Lydia HeinrichDirector
Patrick HammonDirector
Michelle CovertSecretary
John KoeplinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,783,046
Program Service Revenue
$359,153
Investment Income
$16,153
Other Revenue
$257,488
All Other Contributions
$475,890
Change in Net Assets
$196,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,146,265
Other Expenses$1,073,379
Total Fundraising Expense$102,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$723,108$88,396$46,806$858,310
Occupancy$450,304$768$6,451$457,523
Fees for Services Other$82,559$98,055$7,046$187,660
Office Expenses$117,750$21,115$3,075$141,940
Current Officers, Directors, Trustees, and Key Employees$29,097$58,194$29,097$116,388
Payroll Taxes$65,856$22,485$1,842$90,183
Depreciation Depletion-$80,869-$80,869
Other Employee Benefits$33,039$24,022$6,205$63,266
Fees for Services Accounting-$40,137-$40,137
Insurance$29,745--$29,745
Pension Plan Contributions$11,089$7,029-$18,118
Travel$7,988$2,891-$10,879
Advertising$2,755$11-$2,766
Other Expenses$828$788$1,795$1,616
Total Functional Expenses$1,659,675$457,652$102,317$2,219,644
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,914
Fundraising Direct Expenses$38,592
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Valley of Hearts Delight 2023$101,714$44,914$1,231$43,683
Total Events$101,714$44,914$38,592$6,322
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have any committees authorized to act on behalf of the board of directors.

Form 990, Part VI, Section B, Line 11B

The form is reviewed by the senior accountant and ceo

Form 990, Part VI, Section B, Line 12C

The board member signs the conflict of interest policy at the start of the new fiscal year.

Form 990, Part VI, Section B, Line 15

BOARD APPROVAL

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
History San Jose
EIN
23-7179176
Phone
4082872290
Address
1650 SENTER ROAD, SAN JOSE, CA 95112

Signing Officer

Name
William Schroh Jr
Title
President & CEO
Phone
4082872290
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schroh Jr
Formed
1972
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
65

Preparer

Firm
Brymar CPA Llp
Address
17 ASPEN WAY, WATSONVILLE, CA 95076
Preparer
Michael J Bryant
Phone
8312881720
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IRS990/ReconcilationRevenueExpnssAmt0196196
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RevenueAmt0359153
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01359
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01359

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