Civic Intelligence

History San Jose

990 • Fiscal year 2020 • EIN 23-7179176

Jul 01, 2019 to Jun 30, 2020 • Filed on Jun 15, 2021

Organization ProfileHISTORYSANJOSE.ORG
1650 Senter RoadSan Jose, CA 95112

(408) 918-1041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.30x

Higher debt load relative to assets than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.30x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$75,385

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets70th percentile

Assets

$1,456,815

No earlier filing loaded for comparison.

Net Assets

$1,020,030

No earlier filing loaded for comparison.

Liabilities

$436,785

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin67th percentile

Revenue

$1,435,854

No earlier filing loaded for comparison.

Expenses

$1,213,276

No earlier filing loaded for comparison.

Net Income

$222,578

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$1,456,815
Liabilities$436,785
Net Assets$1,020,030
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$1,435,854
Expenses$1,213,276
Net Income$222,578
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jun 15, 2021
Return Version
2019v5.0
Gross Receipts
$1,437,221
Mission and Program Overview

Mission

Preserving the history of san jose.

Preserving the history of san jose

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$834,993$850,000▲ $15,007
Land, Buildings, and Equipment, Net$390,910$352,216▼ $38,694
Savings and Temporary Cash Investments$29,114$242,198▲ $213,084
Prepaid Expenses and Deferred Charges$1,900$9,517▲ $7,617
Inventories for Sale or Use$3,272$2,884▼ $388
Total Assets$1,284,333$1,456,815▲ $172,482
Other Assets Total$24,144--
Liabilities
Accounts Payable and Accrued Expenses$251,888$169,524▼ $82,364
Unsecured Notes Loans Payable-$139,000-
Mortgage Notes Payable Secured by Investment Property-$110,000-
Other Liabilities$99,091--
Deferred Revenue$52,609$18,261▼ $34,348
Total Liabilities$403,588$436,785▲ $33,197
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,046,858$981,132▼ $65,726
Net Assets Without Donor Restrictions$-166,113$38,898▲ $205,011
Total Net Assets Fund Balance$880,745$1,020,030▲ $139,285
Total Liabilities and Net Assets / Fund Balance$1,284,333$1,456,815▲ $172,482

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$327,179$841,271$1,168,450
Equipment$25,037$490,283$515,320

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$127,226---$127,226
2018$127,226---$127,226
2017$127,226-▲ $15$15$127,226
2016$127,226-▲ $35$35$127,226
2015$127,226-▲ $35$35$127,226
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alida BrayCEOFT$58,550$16,835$75,385
William SchrohCEOFT$53,468$5,001$58,469

Board Members and Trustees

NameTitle
LIAM O'CONNERChair
Andrew ParkhurstDirector
Brady CogginsDirector
John KennettDirector
Kashif ZuberiDirector
Patrick HammonDirector
Vaugh KlebigDirector
Anita SteburgSecretary
John KoeplinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,147,764
Program Service Revenue
$264,872
Investment Income
$1,794
Other Revenue
$21,424
All Other Contributions
$244,525
Change in Net Assets
$222,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$731,715
Other Expenses$481,561
Total Fundraising Expense$106,258
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$344,336$44,329$67,325$455,990
Occupancy$116,312$27,503$413$144,228
Current Officers, Directors, Trustees, and Key Employees-$135,333-$135,333
Other Employee Benefits$18,243$56,414$13,739$88,396
Office Expenses$45,123$28,196$9,003$82,322
Fees for Services Other$32,049$23,556-$55,605
Depreciation Depletion$27,787$17,363$5,544$50,694
Payroll Taxes$25,894$13,412$5,047$44,353
Other Expenses$1,665$20,612$2,859$22,277
Pension Plan Contributions$4,224$3,376$43$7,643
All Other Expenses$-56$6,832-$6,776
Total Functional Expenses$682,260$424,758$106,258$1,213,276
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,367
Fundraising Gross Income$1,367
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Valley of Heart$29,100$1,367$1,367$0
Total Events$29,100$1,367$1,367-
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
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
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 senior accountant and ceo”

Form 990, Page 6, Part VI, Line 15A

“Submitted to the board for approval.”

Form 990, Page 6, Part VI, Line 15B

“Submitted to the board for approval.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy and financiaal statements are available on the the organization's website and are made available upon request.”

Filing and Contact Details

Filer

Filer Name
History San Jose
EIN
23-7179176
Phone
4089181041
Address
1650 SENTER ROAD, SAN JOSE, CA 95112

Signing Officer

Name
William Schroh
Title
CEO
Phone
4089181041
Signed
2021-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schroh
Formed
1972
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
32
Volunteers
75

Preparer

Firm
Grant Bennett Associates
Address
10850 GOLD CENTER DR STE 260, RANCHO CORDOVA, CA 95670-5143
Preparer
Michael R Marucheau
Phone
9169225109
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE SENIOR ACCOUNTANT AND CEO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUBMITTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUBMITTED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAAL STATEMENTS ARE AVAILABLE ON THE THE ORGANIZATION'S WEBSITE AND ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,456,815
Liabilities
$436,785
Net assets
$1,020,030
Revenue
$1,435,854
Expenses
$1,213,276
Net income
$222,578
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.10$0.83$2.42$2.22$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.12$0.59$1.99$2.18$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.15$0.78$1.58$1.57$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.13$1.65$1.75$1.16$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.44$1.02$1.44$1.21$0.22