Civic Intelligence

Contra Costa County Historical Society Inc

EIN 23-7327190 • 501(c)3 • Martinez, CA

Profile

To preserve, protect, and provide public access to records and heritage of Contra Costa County

724 Escobar StreetMartinez, CA 94553

www.cocohistory.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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 2025

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$34,500

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$553,226

Up $58,095 (+12%) from 2023

Liabilities

Up

$3,267

Up $508 (+18%) from 2023

Net Assets

Up

$549,959

Up $57,587 (+12%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin67th percentile

Revenue

Up

$185,593

Up $7,740 (+4.4%) from 2023

Expenses

Up

$214,464

Up $39,302 (+22%) from 2023

Net Income

Down

-$28,871

Down $31,562 (-1173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$600K$400K$200K$0Assets 2020: $281,373Liabilities 2020: $2,753Net Assets 2020: $278,6202020Assets 2021: $416,039Liabilities 2021: $2,598Net Assets 2021: $413,4412021Assets 2022: $429,409Liabilities 2022: $2,827Net Assets 2022: $426,5822022Assets 2023: $495,131Liabilities 2023: $2,759Net Assets 2023: $492,3722023Assets 2024: $553,226Liabilities 2024: $3,267Net Assets 2024: $549,9592024

Highlighted filing

2024

Assets$553,226
Liabilities$3,267
Net Assets$549,959
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $178,918Expenses 2020: $139,732Net Income 2020: $39,1862020Revenue 2021: $237,962Expenses 2021: $138,756Net Income 2021: $99,2062021Revenue 2022: $270,248Expenses 2022: $205,891Net Income 2022: $64,3572022Revenue 2023: $177,853Expenses 2023: $175,162Net Income 2023: $2,6912023Revenue 2024: $185,593Expenses 2024: $214,464Net Income 2024: -$28,8712024

Highlighted filing

2024

Revenue$185,593
Expenses$214,464
Net Income-$28,871
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,226
Liabilities
$3,267
Net assets
$549,959
Revenue
$185,593
Expenses
$214,464
Net income
-$28,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.03$5.50$1.86$2.14$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.03$4.92$1.78$1.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.03$4.27$2.70$2.06$0.64
2021Detailed filing. Detailed filing data is available for this year.$4.16$0.03$4.13$2.38$1.39$0.99
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.03$2.79$1.79$1.40$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 25, 2025
Return Version
2024v5.0
Gross Receipts
$187,309
Mission and Program Overview

Mission

To preserve, protect, and provide public access to records and heritage of Contra Costa County

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$492,372$549,959▲ $57,587
Savings and Temporary Cash Investments$381,850$474,154▲ $92,304
Cash and Non-Interest-Bearing Accounts$94,915$60,201▼ $34,714
Inventories for Sale or Use$18,662$18,871▲ $209
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Accounts Receivable$-296--
Total Assets$495,131$553,226▲ $58,095
Liabilities
Accounts Payable and Accrued Expenses$2,759$3,267▲ $508
Total Liabilities$2,759$3,267▲ $508
Net Assets / Fund Balance
Total Net Assets Fund Balance$492,372$549,959▲ $57,587
Total Liabilities and Net Assets / Fund Balance$495,131$553,226▲ $58,095
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Patricia L DavisExecutive DirectorPT$31,500$31,500
Jennifer ApkarianBookkeeperPT$12,578$12,578

Board Members and Trustees

NameTitle
Tara WeberPresident
Andrea Blachman1st Vice President
John Greitzer2nd Vice President
Lisa GorrellSecretary
Steven JamesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$168,388
Program Service Revenue
$3,415
Investment Income
$6,215
Other Revenue
$7,575
All Other Contributions
$80,332
Change in Net Assets
$-28,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,503
Salaries, Compensation, and Employee Benefits$47,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$0$86,851$0$86,851
Current Officers, Directors, Trustees, and Key Employees$0$44,078$0$44,078
Information Technology$0$35,306$0$35,306
Advertising$0$13,404$0$13,404
Insurance$0$5,141$0$5,141
Fees for Services Management$0$4,670$0$4,670
Payroll Taxes$0$3,699$0$3,699
Benefits to Members$2,184--$2,184
Other Expenses$0$1,201$0$1,201
All Other Expenses$0$1,165$0$1,165
Total Functional Expenses$2,184$212,280$0$214,464
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“Board does annual review”

Form 990, Part VI, Section C, Line 19

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Contra Costa County Historical Society Inc
EIN
23-7327190
Phone
9252291042
Address
724 Escobar Street, Martinez, CA 94553

Signing Officer

Name
Steven James
Title
Treasurer
Phone
9252291042
Signed
2025-03-25

Organization Details

Principal Officer
Steven O James
Formed
1951
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
10
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Essay Contest; Rancho Project; Annual Meeting”

Raw XML AppendixShowing 400 of 514 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/PrincipalOfficerNm0Steven O James
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Rancho Project - all the Ranchos in Contra Costa County are documented for their historical significance including the Californios; presented to the American Historical Association in New York City
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0600
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Annual Meeting - gathering of members for Annual Report of Historical Society Activities for the previous year plus a program
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Miscellaneous programs throughout the year such as street fairs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0384
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010742
IRS990/PYContributionsGrantsAmt0168534
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04971
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0116624
IRS990/PYOtherRevenueAmt04348
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02691
IRS990/PYSalariesCompEmpBnftPaidAmt047796
IRS990/PYTotalExpensesAmt0175162
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0177853
IRS990/ReconcilationRevenueExpnssAmt0-28871
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0492372
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0549959
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0381850
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0474154
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0171804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0168534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0260220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0227845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0170367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0998770
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03560
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02008
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019109
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98123
IRS990ScheduleA/PublicSupportPY170Pct00.98644
IRS990ScheduleA/PublicSupportTotal170Amt0998770
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00

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