Civic Intelligence

San Jose Fire Museum

EIN 51-0427344 • 501(c)3 • San Jose, CA

Profile

The purpose of the san jose fire museum is to acquire, restore, catalogue, preserve and display historic fire apparatus, tools and equipment and memoribilia and to educate the public on the history of the san jose fire department. In doing so we will provide fire safety education to the public, assist the san jose fire department, the chief and the city of san jose to display items of historical interest to the community and accurately reflect our rich and diverse history.

PO Box 579San Jose, CA 95106

sanjosefiremuseum.com

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

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

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

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

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

99th percentile

518%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$3,497,276

Up $581,424 (+20%) from 2023

Liabilities

Up

$9,069

Up $7,618 (+525%) from 2023

Net Assets

Up

$3,488,207

Up $573,806 (+20%) from 2023

Revenue

Up

$1,208,931

Up $1,013,252 (+518%) from 2023

Expenses

Up

$635,522

Up $434,911 (+217%) from 2023

Net Income

Up

$573,409

Up $578,341 (+11726%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $72,422Liabilities 2011: $8,7592011Assets 2012: $68,326Liabilities 2012: $9,1562012Assets 2013: $95,483Liabilities 2013: $9,1562013Assets 2014: $131,129Liabilities 2014: $9,156Net Assets 2014: $121,9732014Assets 2015: $1,399,496Liabilities 2015: $1,758Net Assets 2015: $1,397,7382015Assets 2016: $1,421,869Liabilities 2016: $168Net Assets 2016: $1,421,7012016Assets 2017: $1,537,568Liabilities 2017: $0Net Assets 2017: $1,537,5682017Assets 2018: $1,586,504Liabilities 2018: $9,994Net Assets 2018: $1,576,5102018Assets 2019: $1,992,720Liabilities 2019: $61,179Net Assets 2019: $1,931,5412019Assets 2020: $2,785,487Liabilities 2020: $10,034Net Assets 2020: $2,775,4532020Assets 2021: $2,760,044Liabilities 2021: $11,572Net Assets 2021: $2,748,4722021Assets 2022: $2,901,694Liabilities 2022: $3,130Net Assets 2022: $2,898,5642022Assets 2023: $2,915,852Liabilities 2023: $1,451Net Assets 2023: $2,914,4012023Assets 2024: $3,497,276Liabilities 2024: $9,069Net Assets 2024: $3,488,2072024

Highlighted filing

2024

Assets$3,497,276
Liabilities$9,069
Net Assets$3,488,207

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $52,781Expenses 2011: $32,941Net Income 2011: $19,8402011Revenue 2012: $47,360Expenses 2012: $53,514Net Income 2012: -$6,1542012Revenue 2013: $73,027Expenses 2013: $45,870Net Income 2013: $27,1572013Revenue 2014: $104,336Expenses 2014: $68,690Net Income 2014: $35,6462014Revenue 2015: $1,344,445Expenses 2015: $68,680Net Income 2015: $1,275,7652015Revenue 2016: $128,798Expenses 2016: $105,332Net Income 2016: $23,4662016Revenue 2017: $197,066Expenses 2017: $86,066Net Income 2017: $111,0002017Revenue 2018: $216,610Expenses 2018: $181,513Net Income 2018: $35,0972018Revenue 2019: $482,887Expenses 2019: $138,196Net Income 2019: $344,6912019Revenue 2020: $948,362Expenses 2020: $121,478Net Income 2020: $826,8842020Revenue 2021: $167,566Expenses 2021: $194,547Net Income 2021: -$26,9812021Revenue 2022: $334,039Expenses 2022: $199,327Net Income 2022: $134,7122022Revenue 2023: $195,679Expenses 2023: $200,611Net Income 2023: -$4,9322023Revenue 2024: $1,208,931Expenses 2024: $635,522Net Income 2024: $573,4092024

Highlighted filing

2024

Revenue$1,208,931
Expenses$635,522
Net Income$573,409

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$1.21$0.64$0.57
2023Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.91$0.20$0.20$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.33$0.20$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.76$0.01$2.75$0.17$0.19$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.01$2.78$0.95$0.12$0.83
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.06$1.93$0.48$0.14$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.22$0.18$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.20$0.09$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.13$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.34$0.07$1.28
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.10$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$0.10$0.01$0.07$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.07$0.01$0.05$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.07$0.01$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$1,209,359
Mission and Program Overview

Mission

The purpose of the san jose fire museum is to acquire, restore, catalogue, preserve and display historic fire apparatus, tools and equipment and memoribilia and to educate the public on the history of the san jose fire department. In doing so we will provide fire safety education to the public, assist the san jose fire department, the chief and the city of san jose to display items of historical interest to the community and accurately reflect our rich and diverse history.

The purpose of the san jose fire museum is to acquire, restore, catalogue, preserve and display historic fire apparatus, tools and equipment and memoribilia and to educate the public on the history of the san jose fire department and fire safty education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,015,226$1,812,024▲ $796,798
Land, Buildings, and Equipment, Net$1,519,852$1,475,001▼ $44,851
Investments in Publicly Traded Securities$62,934$62,934→ $0
Inventories for Sale or Use$62,114$61,686▼ $428
Cash and Non-Interest-Bearing Accounts$204,726$34,631▼ $170,095
Total Assets$2,915,852$3,497,276▲ $581,424
Other Assets Total$51,000$51,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,451$9,069▲ $7,618
Total Liabilities$1,451$9,069▲ $7,618
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,884,723$3,458,529▲ $573,806
Net Assets With Donor Restrictions$29,678$29,678→ $0
Total Net Assets Fund Balance$2,914,401$3,488,207▲ $573,806
Total Liabilities and Net Assets / Fund Balance$2,915,852$3,497,276▲ $581,424

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,475,001$411,346$1,886,347
Compensation and Service Providers

Board Members and Trustees

NameTitle
John McmillanPresident
Jim CarterVice President
Dana ReedDirector at Large
Ed Del PreteDirector of Collections
Sam SeibertDirector of History
April HalberstadtCommunity Liason
Dave WoodFacility Manager
Eileen TownleySecretary
Sean LovensSjfd Liaison
Trenna WardelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$379,266
Program Service Revenue
$0
Investment Income
$822,709
Other Revenue
$6,956
Change in Net Assets
$573,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$635,022
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$57,872-$57,872
Insurance$8,667$16,704-$25,371
Office Expenses$20,261$267-$20,528
Occupancy-$9,201-$9,201
Advertising$600$7,696-$8,296
All Other Expenses-$4,053-$4,053
Fees for Services Accounting-$3,043-$3,043
Grants to Domestic Orgs$500--$500
Conferences and Meetings-$348-$348
Other Expenses$464$339-$339
Total Functional Expenses$516,490$119,032$0$635,522
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Copies are provided to the board of directors for review prior to filing.

Governing documents etc available to public Part VI line 19

Governing and other relevant documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
San Jose Fire Museum
EIN
51-0427344
In Care Of
% TRENNA WARDEL
Phone
4087934321
Address
PO BOX 579, SAN JOSE, CA 95106

Signing Officer

Name
Trenna Wardel
Title
President
Phone
4087934321
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Layered Accounting Inc
Address
1075 ROSSI RD SUITE B, TEMPLETON, CA 93465
Preparer
Aletha Ens
Phone
8059525535
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Increase in donor advised funds recorded correctly on the balance sheet

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COPIES ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING AND OTHER RELEVANT DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INCREASE IN DONOR ADVISED FUNDS RECORDED CORRECTLY ON THE BALANCE SHEET
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRENNA WARDEL

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