Civic Intelligence

San Francisco Historical Society

EIN 68-0104888 • 501(c)3 • San Francisco, CA

View Organization Page

Profile

To provide services to the public that enable the understanding and appreciation of the history of San Francisco.

PO Box 420470San Francisco, CA 94142

www.sfhistory.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.11x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

16th percentile

-16%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-54%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$920,485

Down $173,341 (-16%) from 2023

Liabilities

Up

$98,352

Up $59,201 (+151%) from 2023

Net Assets

Down

$822,133

Down $232,542 (-22%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin13th percentile

Revenue

Down

$883,109

Down $1,019,856 (-54%) from 2023

Expenses

Up

$1,115,651

Up $97,004 (+9.5%) from 2023

Net Income

Down

-$232,542

Down $1,116,860 (-126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$15M$10M$5.0M$0Assets 2010: $12,589,860Liabilities 2010: $160,185Net Assets 2010: $12,429,6752010Assets 2011: $13,196,373Liabilities 2011: $283,414Net Assets 2011: $12,912,9592011Assets 2012: $13,618,185Liabilities 2012: $619,047Net Assets 2012: $12,999,1382012Assets 2013: $14,700,645Liabilities 2013: $1,114,143Net Assets 2013: $13,586,5022013Assets 2014: $368,489Liabilities 2014: $284,943Net Assets 2014: $83,5462014Assets 2015: $474,180Liabilities 2015: $21,331Net Assets 2015: $452,8492015Assets 2016: $452,319Liabilities 2016: $34,030Net Assets 2016: $418,2892016Assets 2017: $676,906Liabilities 2017: $34,736Net Assets 2017: $642,1692017Assets 2018: $646,467Liabilities 2018: $26,592Net Assets 2018: $619,8752018Assets 2019: $396,284Liabilities 2019: $11,090Net Assets 2019: $385,1942019Assets 2020: $370,982Liabilities 2020: $55,448Net Assets 2020: $315,5342020Assets 2021: $248,000Liabilities 2021: $33,159Net Assets 2021: $214,8412021Assets 2022: $177,461Liabilities 2022: $7,104Net Assets 2022: $170,3572022Assets 2023: $1,093,826Liabilities 2023: $39,151Net Assets 2023: $1,054,6752023Assets 2024: $920,485Liabilities 2024: $98,352Net Assets 2024: $822,1332024

Highlighted filing

2024

Assets$920,485
Liabilities$98,352
Net Assets$822,133
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$5.0M$0-$5.0M-$10M-$15MExpenses 2010: $900,5292010Expenses 2011: $620,1072011Expenses 2012: $714,4942012Revenue 2013: $1,402,730Expenses 2013: $815,366Net Income 2013: $587,3642013Revenue 2014: -$12,371,046Expenses 2014: $1,131,910Net Income 2014: -$13,502,9562014Revenue 2015: $793,752Expenses 2015: $424,449Net Income 2015: $369,3032015Revenue 2016: $279,175Expenses 2016: $313,736Net Income 2016: -$34,5612016Revenue 2017: $480,957Expenses 2017: $257,078Net Income 2017: $223,8792017Revenue 2018: $277,037Expenses 2018: $299,331Net Income 2018: -$22,2942018Revenue 2019: $303,537Expenses 2019: $538,218Net Income 2019: -$234,6812019Revenue 2020: $485,148Expenses 2020: $554,808Net Income 2020: -$69,6602020Revenue 2021: $484,504Expenses 2021: $585,197Net Income 2021: -$100,6932021Revenue 2022: $799,984Expenses 2022: $844,468Net Income 2022: -$44,4842022Revenue 2023: $1,902,965Expenses 2023: $1,018,647Net Income 2023: $884,3182023Revenue 2024: $883,109Expenses 2024: $1,115,651Net Income 2024: -$232,5422024

Highlighted filing

2024

Revenue$883,109
Expenses$1,115,651
Net Income-$232,542
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$920,485
Liabilities
$98,352
Net assets
$822,133
Revenue
$883,109
Expenses
$1,115,651
Net income
-$232,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.10$0.82$0.88$1.12$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$1.90$1.02$0.88
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$0.80$0.84$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.03$0.21$0.48$0.59$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.06$0.32$0.49$0.55$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.30$0.54$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$0.28$0.30$0.02
2017Summary only. Only limited summary data is available for this year.$0.68$0.03$0.64$0.48$0.26$0.22
2016Summary only. Only limited summary data is available for this year.$0.45$0.03$0.42$0.28$0.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.02$0.45$0.79$0.42$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.28$0.08$12.4$1.13$13.5
2013Detailed filing. Detailed filing data is available for this year.$14.7$1.11$13.6$1.40$0.82$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$0.62$13.0$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$0.28$12.9$0.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.16$12.4$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$883,109
Mission and Program Overview

Mission

Dedicated to preserving, interpreting and presenting the historical heritage of the city of san francisco.

To provide services to the public that enable the understanding and appreciation of the history of San Francisco.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$710,034-
Cash and Non-Interest-Bearing Accounts$1,031,134$129,121▼ $902,013
Accounts Receivable$4,085$39,464▲ $35,379
Prepaid Expenses and Deferred Charges$32,998$17,475▼ $15,523
Land, Buildings, and Equipment, Net$17,449$15,690▼ $1,759
Inventories for Sale or Use$8,160$8,160→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$1,093,826$920,485▼ $173,341
Other Assets Total-$541-
Liabilities
Other Liabilities$32,209$70,173▲ $37,964
Accounts Payable and Accrued Expenses$4,442$28,179▲ $23,737
Unsecured Notes Loans Payable$2,500--
Total Liabilities$39,151$98,352▲ $59,201
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,053,288$751,960▼ $301,328
Net Assets With Donor Restrictions$1,387$70,173▲ $68,786
Total Net Assets Fund Balance$1,054,675$822,133▼ $232,542
Total Liabilities and Net Assets / Fund Balance$1,093,826$920,485▼ $173,341

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$13,673$2,467$16,140
Equipment$2,017$2,186$4,203
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Thomas OwensChairman
Balbir PatpatiaDirector
Christopher AguilarDirector
Cynthia So SchroederDirector
David KvaratskheliaDirector
Diane L GibsonDirector
Donald Ferguson ReidDirector
John BriscoeDirector
Mark ScheuerDirector
Michael OkadaDirector
Michael RaddieDirector
Rachel MakoolDirector
Richard CorrieaDirector
Richard S E JohnsDirector
Richard StorekDirector
Sarah GarlinghouseDirector
Thomas GilleDirector
Todd MayberryExecutive Director
Kevin PursgloveSecretary
Jack LapidosTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$447,468
Program Service Revenue
$152,225
Investment Income
$32,091
Other Revenue
$251,325
All Other Contributions
$254,573
Change in Net Assets
$-232,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,114,592
Total Fundraising Expense$595,820
Salaries, Compensation, and Employee Benefits$1,059
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$106,965$21,829$49,498$178,292
Occupancy$54,005$1,543$114,435$169,983
Other Expenses$4,137$26,481$68,173$72,310
Insurance-$20,876-$20,876
Fees for Services Accounting-$18,900-$18,900
Travel$2,603$583$5,345$8,531
Office Expenses$3,096$633$2,311$6,040
Advertising$1,646$181$1,013$2,840
Depreciation Depletion$1,759--$1,759
Other Employee Benefits$360$106$593$1,059
Total Functional Expenses$428,634$91,197$595,820$1,115,651
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$249,391
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event Admission Sales$182,154$182,154-$182,154
Direct Event Admissions$40,053$40,053-$40,053
Total Events$247,566$247,566-$247,566
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Grant Unearned$70,173
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 B, Line 11B

“The organization will provide a copy of the 990 to all its board members via email prior to filing.”

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

“Directors are required to annually complete a conflict of interest questionnaire. Also, directors are required to disclose conflicts of interest immediately when discovered.”

Form 990, Part VI, Section B, Line 15A

“Executive pay is determined with the assistance of an independent compensation consultant and is approved by the board of directors. (When Applicable.)”

Form 990, Part VI, Section C, Line 18

“The Society's governing documents, conflict of interest policy, financial statements are available on request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Francisco Historical Society
EIN
68-0104888
Phone
4155371105
Address
PO Box 420470, San Francisco, CA 94142

Signing Officer

Name
Jack Lapidos
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
22
Employees
0
Volunteers
18

Preparer

Firm
Lapidos Leung & Francis Inc
Address
2424 Pine St, San Francisco, CA 94115
Preparer
Mark Francis
Phone
4152922424
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Bank Service Charges: Column (A) - Total = $2525; Column (B) - Program Services = $0; Column (C) - Management & General = $2525; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Dues and Subscription: Column (A) - Total = $18945; Column (B) - Program Services = $5964; Column (C) - Management & General = $2492; Column (D) - Fundraising = $10489”

Form 990, Part IX, Line 24E

“Email/Internet: Column (A) - Total = $2146; Column (B) - Program Services = $729; Column (C) - Management & General = $215; Column (D) - Fundraising = $1202”

Form 990, Part IX, Line 24E

“Licenses, Permits and Fees: Column (A) - Total = $2684; Column (B) - Program Services = $0; Column (C) - Management & General = $2684; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Merchant Account Fees: Column (A) - Total = $9755; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $9755”

Form 990, Part IX, Line 24E

“Other Contract Service Expense: Column (A) - Total = $28178; Column (B) - Program Services = $27510; Column (C) - Management & General = $4; Column (D) - Fundraising = $664”

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $16512; Column (B) - Program Services = $6032; Column (C) - Management & General = $505; Column (D) - Fundraising = $9975”

Form 990, Part IX, Line 24E

“Printing and Publications: Column (A) - Total = $64339; Column (B) - Program Services = $47827; Column (C) - Management & General = $17; Column (D) - Fundraising = $16495”

Form 990, Part IX, Line 24E

“Prior Year Expense adjustment: Column (A) - Total = $15523; Column (B) - Program Services = $2300; Column (C) - Management & General = $13223; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Program Expense: Column (A) - Total = $16046; Column (B) - Program Services = $16046; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Telephone: Column (A) - Total = $1639; Column (B) - Program Services = $557; Column (C) - Management & General = $164; Column (D) - Fundraising = $918”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“Part III, Line 4The organization manages a collection of over 5,000 historical artifacts and several paper archives. The collection includes furniture, framed works, archaeological materials, clothing, tools, architectural remnants, personal artifacts, maps, photographs, and ephemera. Archives include records of social organizations, business records, and personnel collections. These promote the Society's exempt purpose by archiving and preserving items of historical significance to the city of San Francisco.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm0Michael Okada
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas Owens
IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Garlinghouse
IRS990/Form990PartVIISectionAGrp/PersonNm3Kevin Pursglove
IRS990/Form990PartVIISectionAGrp/PersonNm4Jack Lapidos
IRS990/Form990PartVIISectionAGrp/PersonNm5Balbir Patpatia
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas Gille
IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Scheuer
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard S E Johns
IRS990/Form990PartVIISectionAGrp/PersonNm9Rachel Makool
IRS990/Form990PartVIISectionAGrp/PersonNm10Donald Ferguson Reid
IRS990/Form990PartVIISectionAGrp/PersonNm11Richard Storek
IRS990/Form990PartVIISectionAGrp/PersonNm12John Briscoe
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Raddie
IRS990/Form990PartVIISectionAGrp/PersonNm14Richard Corriea
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