Civic Intelligence

History San Jose

990 • Fiscal year 2022 • EIN 23-7179176

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization Profilewww.historysanjose.org
1650 Senter RoadSan Jose, CA 95112

(408) 918-1053

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

37th percentile

0.8%

Higher net margin than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

75th percentile

$116,011

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

2nd percentile

-48%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-9.2%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$929,440

Down $847,770 (-48%) from 2021

Net Assets

Down

$784,050

Down $861,339 (-52%) from 2021

Liabilities

Up

$145,390

Up $13,569 (+10%) from 2021

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin37th percentile

Revenue

Down

$1,584,956

Down $161,469 (-9.2%) from 2021

Expenses

Up

$1,572,145

Up $415,174 (+36%) from 2021

Net Income

Down

$12,811

Down $576,643 (-98%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2022

Assets$929,440
Liabilities$145,390
Net Assets$784,050
Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

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

2022

Revenue$1,584,956
Expenses$1,572,145
Net Income$12,811
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.1
Gross Receipts
$1,611,544
Mission and Program Overview

Mission

Preserving the history of san jose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$875,500$0▼ $875,500
Land, Buildings, and Equipment, Net$496,879$492,025▼ $4,854
Savings and Temporary Cash Investments$360,219$395,007▲ $34,788
Prepaid Expenses and Deferred Charges$11,202$24,248▲ $13,046
Accounts Receivable$29,415$13,749▼ $15,666
Inventories for Sale or Use$2,884$2,884→ $0
Cash and Non-Interest-Bearing Accounts$1,111$1,527▲ $416
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$1,777,210$929,440▼ $847,770
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$88,309$115,625▲ $27,316
Deferred Revenue$17,322$29,765▲ $12,443
Unsecured Notes Loans Payable$26,190--
Total Liabilities$131,821$145,390▲ $13,569
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$635,678$605,486▼ $30,192
Net Assets With Donor Restrictions$1,009,711$178,564▼ $831,147
Total Net Assets Fund Balance$1,645,389$784,050▼ $861,339
Total Liabilities and Net Assets / Fund Balance$1,777,210$929,440▼ $847,770

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$397,973$960,733$1,358,706
Other Land Buildings$15,494$336,935$352,429
Equipment$78,558$174,983$253,541

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$138,425---$138,425
2020$127,226$11,199--$138,425
2019$127,226---$127,226
2018$127,226---$127,226
2017$127,226-▲ $15$15$127,226
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William SchrohPresident & CEOFT$116,011$116,011

Board Members and Trustees

NameTitle
Liam OConnorBoard Chair
Vaughn KlebigVice Chair
Andrew ParkhurstDirector
Lydia HeinrichDirector
Patrick HammonDirector
Anita SteburgSecretary
John KoeplinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,269,701
Program Service Revenue
$198,948
Investment Income
$756
Other Revenue
$115,551
All Other Contributions
$244,372
Change in Net Assets
$12,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$825,476
Other Expenses$744,169
Total Fundraising Expense$93,984
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$453,193$88,318$45,731$587,242
Occupancy$217,455$371$3,115$220,941
Office Expenses$136,011$24,389$3,552$163,952
Fees for Services Other$60,429$71,771$5,158$137,358
Current Officers, Directors, Trustees, and Key Employees$29,003$58,005$29,003$116,011
Depreciation Depletion-$78,034-$78,034
Other Employee Benefits$31,722$23,064$5,958$60,744
Payroll Taxes$36,438$12,441$1,019$49,898
Insurance$32,563--$32,563
Advertising$25,466$100-$25,566
Travel$10,852$3,927-$14,779
Pension Plan Contributions$7,088$4,493-$11,581
Information Technology$7,500--$7,500
Fees for Services Accounting-$6,600-$6,600
Grants to Domestic Orgs$2,500--$2,500
Fees for Services Legal$1,350$20-$1,370
Conferences and Meetings$1,287--$1,287
Interest-$127-$127
Other Expenses$61$3,218$448$61
Total Functional Expenses$1,081,240$396,921$93,984$1,572,145
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,300
Fundraising Direct Expenses$26,588
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$81,726$27,300$1,831$25,469
Total Events$81,726$27,300$26,588$712
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 8: Explanation of No Contemporaneously Documentation of Meetings

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the senior accountant and ceo.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each board member signs the conflict of interest policy at the start of the new fiscal year.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“BOARD APPROVAL.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
History San Jose
EIN
23-7179176
Phone
4089181053
Address
1650 Senter Road, San Jose, CA 95112

Signing Officer

Name
William Schroh
Title
President & CEO
Signed
2023-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schroh
Formed
1972
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
30

Preparer

Firm
Iryna AC
Address
1000 Broadway Ste 200-C, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Raw XML AppendixShowing 400 of 528 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/Form990PartVIISectionAGrp/TitleTxt0President & CEO
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IRS990/OfficeExpensesGrp/FundraisingAmt03552
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024389
IRS990/OfficeExpensesGrp/ProgramServicesAmt0136011
IRS990/OfficeExpensesGrp/TotalAmt0163952
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05958
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023064
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031722
IRS990/OtherEmployeeBenefitsGrp/TotalAmt060744
IRS990/OtherExpensesGrp/Desc0Equipment & Repairs
IRS990/OtherExpensesGrp/Desc1Dues and other charges
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt0448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13218
IRS990/OtherExpensesGrp/ProgramServicesAmt023174
IRS990/OtherExpensesGrp/ProgramServicesAmt15148
IRS990/OtherExpensesGrp/ProgramServicesAmt261
IRS990/OtherExpensesGrp/TotalAmt045217
IRS990/OtherExpensesGrp/TotalAmt18814
IRS990/OtherExpensesGrp/TotalAmt261
IRS990/OtherRevenueMiscGrp/Desc0Rebates And Redemptions
IRS990/OtherRevenueMiscGrp/ExclusionAmt0119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119
IRS990/OtherRevenueTotalAmt0119
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt045731
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088318
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0453193
IRS990/OtherSalariesAndWagesGrp/TotalAmt0587242
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01019
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012441
IRS990/PayrollTaxesGrp/ProgramServicesAmt036438
IRS990/PayrollTaxesGrp/TotalAmt049898
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04493
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07088
IRS990/PensionPlanContributionsGrp/TotalAmt011581
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0875500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011202
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024248
IRS990/PrincipalOfficerNm0William Schroh
IRS990/PriorPeriodAdjustmentsAmt0-874150
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0712120
IRS990/ProgramServiceRevenueGrp/BusinessCd1453220
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/Desc1Sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0160884
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138064
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0160884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138064
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01362448
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02411
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0494724
IRS990/PYOtherRevenueAmt016267
IRS990/PYProgramServiceRevenueAmt0365299
IRS990/PYRevenuesLessExpensesAmt0589454
IRS990/PYSalariesCompEmpBnftPaidAmt0662247
IRS990/PYTotalExpensesAmt01156971
IRS990/PYTotalRevenueAmt01746425
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt012811
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0114720
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0198948
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0360219
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0395007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01269701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01362448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01147764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01286394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0977179
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06043486
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt048000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt048000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt048000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt048000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt048000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0240000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01302
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08083
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01040000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90140
IRS990ScheduleA/PublicSupportPY170Pct00.88660
IRS990ScheduleA/PublicSupportTotal170Amt06283486
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01317701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01410448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01195764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01334394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01025179
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06283486
IRS990ScheduleA/TotalSupportAmt06970937
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0115432
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt016267
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt020424
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0231975
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0295270
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0679368
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0138425
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0138425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0127226
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011199
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0138425
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0127226
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0127226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0127226
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0127226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0127226

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$929,440
Liabilities
$145,390
Net assets
$784,050
Revenue
$1,584,956
Expenses
$1,572,145
Net income
$12,811
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