Civic Intelligence

Arizona Historical Society

EIN 86-6000027 • 501(c)3 • Tucson, AZ

Profile

The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is 'the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.

949 E 2nd StTucson, AZ 85719

arizonahistoricalsociety.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

25th percentile

-5.2%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$137,500

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-3.8%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-8.1%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$5,222,285

Down $206,473 (-3.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,222,285

Down $206,473 (-3.8%) from 2024

Revenue

Down

$3,958,144

Down $351,153 (-8.1%) from 2024

Expenses

Down

$4,164,134

Down $79,484 (-1.9%) from 2024

Net Income

Down

-$205,990

Down $271,669 (-414%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,298,095Liabilities 2011: $19,739Net Assets 2011: $2,278,3562011Assets 2012: $2,334,883Liabilities 2012: $17,512Net Assets 2012: $2,317,3712012Assets 2013: $2,358,668Liabilities 2013: $14,093Net Assets 2013: $2,344,5752013Assets 2014: $2,267,950Liabilities 2014: $600Net Assets 2014: $2,267,3502014Assets 2015: $2,096,705Liabilities 2015: $0Net Assets 2015: $2,096,7052015Assets 2016: $2,147,565Liabilities 2016: $0Net Assets 2016: $2,147,5652016Assets 2017: $2,313,406Liabilities 2017: $0Net Assets 2017: $2,313,4062017Assets 2018: $2,444,729Liabilities 2018: $0Net Assets 2018: $2,444,7292018Assets 2019: $2,934,530Liabilities 2019: $0Net Assets 2019: $2,934,5302019Assets 2020: $2,940,050Liabilities 2020: $0Net Assets 2020: $2,940,0502020Assets 2021: $4,905,511Liabilities 2021: $0Net Assets 2021: $4,905,5112021Assets 2022: $5,408,384Liabilities 2022: $0Net Assets 2022: $5,408,3842022Assets 2023: $6,783,679Liabilities 2023: $0Net Assets 2023: $6,783,6792023Assets 2024: $5,428,758Liabilities 2024: $0Net Assets 2024: $5,428,7582024Assets 2025: $5,222,285Liabilities 2025: $0Net Assets 2025: $5,222,2852025

Highlighted filing

2025

Assets$5,222,285
Liabilities$0
Net Assets$5,222,285

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $7,209,517Expenses 2011: $6,997,515Net Income 2011: $212,0022011Revenue 2012: $5,086,422Expenses 2012: $5,130,180Net Income 2012: -$43,7582012Revenue 2013: $3,980,048Expenses 2013: $3,887,929Net Income 2013: $92,1192013Revenue 2014: $4,070,336Expenses 2014: $4,055,353Net Income 2014: $14,9832014Revenue 2015: $4,222,484Expenses 2015: $4,110,629Net Income 2015: $111,8552015Revenue 2016: $4,378,164Expenses 2016: $4,170,676Net Income 2016: $207,4882016Revenue 2017: $3,717,071Expenses 2017: $3,588,209Net Income 2017: $128,8622017Revenue 2018: $4,235,785Expenses 2018: $3,940,291Net Income 2018: $295,4942018Revenue 2019: $4,531,107Expenses 2019: $4,072,556Net Income 2019: $458,5512019Revenue 2020: $4,333,854Expenses 2020: $3,878,284Net Income 2020: $455,5702020Revenue 2021: $5,450,544Expenses 2021: $3,855,123Net Income 2021: $1,595,4212021Revenue 2022: $1,318,175Expenses 2022: $3,663,179Net Income 2022: -$2,345,0042022Revenue 2023: $4,583,415Expenses 2023: $3,208,120Net Income 2023: $1,375,2952023Revenue 2024: $4,309,297Expenses 2024: $4,243,618Net Income 2024: $65,6792024Revenue 2025: $3,958,144Expenses 2025: $4,164,134Net Income 2025: -$205,9902025

Highlighted filing

2025

Revenue$3,958,144
Expenses$4,164,134
Net Income-$205,990

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$3.96$4.16$0.21
2024Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$4.31$4.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$4.58$3.21$1.38
2022Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.32$3.66$2.35
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$5.45$3.86$1.60
2020Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$4.33$3.88$0.46
2019Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$4.53$4.07$0.46
2018Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$4.24$3.94$0.30
2017Summary only. Only limited summary data is available for this year.$2.31$0.00$2.31$3.72$3.59$0.13
2016Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$4.38$4.17$0.21
2015Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$4.22$4.11$0.11
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$4.07$4.06$0.01
2013Summary only. Only limited summary data is available for this year.$2.36$0.01$2.34$3.98$3.89$0.09
2012Summary only. Only limited summary data is available for this year.$2.33$0.02$2.32$5.09$5.13$0.04
2011Summary only. Only limited summary data is available for this year.$2.30$0.02$2.28$7.21$7.00$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 17, 2026
Return Version
2024v5.0
Gross Receipts
$4,017,533
Mission and Program Overview

Mission

The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.

The Arizona Historical Society serves as the steward of Arizona's state history, fulfilling it's mission of "Connecting people through the power of Arizona's History

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,360,358$4,173,049▼ $187,309
Land, Buildings, and Equipment, Net$864,622$824,009▼ $40,613
Inventories for Sale or Use$102,031$119,315▲ $17,284
Cash and Non-Interest-Bearing Accounts$101,747$105,912▲ $4,165
Loans From Officers Directors$0$0→ $0
Total Assets$5,428,758$5,222,285▼ $206,473
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,428,758$5,222,285▼ $206,473
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,428,758$5,222,285▼ $206,473
Total Liabilities and Net Assets / Fund Balance$5,428,758$5,222,285▼ $206,473

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$608,437$5,187,900$5,796,337
Equipment$0$516,516$516,516
Land$215,572-$215,572
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$161,812$0▲ $6,402$0$168,214
2023$153,341$0▲ $8,471$0$161,812
2022$147,463$0▲ $10,824$0$158,287
2021$147,176$0▲ $287$0$147,463
2020$146,992$0▲ $184$0$147,176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr David BreeknerDirectorFT$137,500$137,500
Rebekah PercivalAssistant DirectorFT$87,360$87,360
Revenue and Support

Revenue Composition

Contributions and Grants
$3,230,706
Program Service Revenue
$267,229
Investment Income
$194,463
Other Revenue
$265,746
All Other Contributions
$197,086
Change in Net Assets
$-205,990

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,958,144
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$3,958,144
Total Revenue per Form 990
$3,958,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,600,185
Other Expenses$1,494,950
Grants and Similar Amounts Paid$68,999
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,844,262--$1,844,262
Other Employee Benefits$755,923--$755,923
Information Technology$167,854--$167,854
Office Expenses$128,630--$128,630
Other Expenses$91,777$0-$91,777
Payments to Affiliates$75,249--$75,249
Grants to Domestic Orgs$58,999--$58,999
Insurance$53,200--$53,200
Fees for Services Accounting$34,321--$34,321
Travel$32,703--$32,703
Fees for Services Other$30,259--$30,259
Advertising$13,409--$13,409
Grants to Domestic Individuals$10,000--$10,000
Conferences and Meetings$7,792--$7,792
Total Functional Expenses$4,164,134$0$0$4,164,134

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,164,134
Total Expenses per Audited Statements$4,164,134
Total Expenses per Form 990$4,164,134
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yuma Historical SocietyYuma, AZ-Assist with repairs of historic site$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,863
Fundraising Gross Income$5,000
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $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
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

Form 990, Part VI, Section B, Line 11b - 990 Part VI, Section B, Line 11a, the 990 form and applicable documents are sent to the Finance Committee prior to submission.

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

Form 990, Part VI, Section B, Line 12c - the organization follows strict bylaws and state and federal laws pertaining to all operational and financial policies, decisions, and applicable statues.

Form 990, Part VI, Section C, Line 19

Form 990, Part VI, Section C, Line 19 - We conduct monthly and quarterly public meetings with our board of directors as well as finance committee. Human Resources fills the Chief Compliance Officer billet and manages Federal and State requirements and training for the organization.

Filing and Contact Details

Filer

Filer Name
Arizona Historical Society
EIN
86-6000027
Phone
5206285774
Address
949 E 2nd St, Tucson, AZ 85719

Signing Officer

Name
David L Nagelski
Title
CFO
Phone
5206171164
Signed
2026-02-17

Organization Details

Principal Officer
David Breeckner
Formed
1864
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
42
Volunteers
24
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

The Arizona Historical Society serves as the steward of Arizona's state history, fulfilling it's mission of "Connecting people through the power of Arizona's History

Form 990, Part III, Line 1

The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is 'the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship

Form 990, Part III, Line 4A

990 Part III, Line 4a, Education and Outreach Programs: The Arizona Historical Society (AHS) is the institutional sponsor and state coordinator for National History Day (NHD) in Arizona. NHD is a year-long program focused on historical research, analysis, and creative expression for 6th-12th grade students. The experience culminates in a series of contests at the local and state levels and an annual national competition in the nation's capital in June. With NHD, the students become the historians, building their critical thinking skills, analytical abilities, and confidence. NHD-AZ provides workshops, teacher and judge training, history education resources, and project consultation from staff historians and librarians. Overall, we serve thousands of students and currently have 4 regional contests and one state contest. The Outreach program serves 63 Certified Historical Institutions across the state of AZ through grants, museum workshops, history presentations, publications, technical assistance, networking opportunities, and the 'Al Merito" award. The program awarded 32 grants to Certified historical Institutions in AZ this year totaling $33,999. The AZ Digital Hub was developed in response to COVID-19. It is a centralized resource for educators and parents looking to share AZ history with their students and children. It is a place to find recordings of programs and digital resources of the AHS.

Form 990, Part III, Line 4B

Form 990, Part III, Line 4b - Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating galleries that typically feature a new exhibits periodically. In addition to the exhibits, the museums offer different topics of history through tours, lectures, book author signings, night at the museum programs, film screenings, workshops and special events. Each Museum is used as a private rental venue for multiple events.

Form 990, Part III, Line 4C

Form 990, Part III, Line 4c - Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues included original research articles, all of which substantially add to our collective knowledge of Arizona history. They also include book reviews of important books on Arizona, western, and U.S. history, allowing our readership to be aware of relevant books of interest. All current issues of the Journal of Arizona History are now also available digitally on the website of Project MUSE, which is the digital publishing arm of Johns Hopkins University Press. As of FY 2024 our articles and book reviews were available on this site. In addition, all issues of the Journal of Arizona History are available on JSTOR, an online journal database that is available throughout the United States and around the globe.

Form 990, Part IX, Line 24E

Form 990, Part IX, Line 24e - The major components included in this number are utilities $392995, rental expenditures $43343, R&M $423418, Misc. operating expense $91777.

Form 990, Part XI, Line 9

Form 990, Part XI, Line 9 - This balance was created by fundraising expenses exceeding fundraising revenues.

Financial Statement Notes

Schedule D, Part III, Line 4

Part III, Line 4, The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is 'the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.

Schedule D, Part V, Line 4

Part V, Line 4, The Ivancovich Trust (Endowment) is to be spent on the acquisition of library resource materials, such as microfilm, publications, manuscripts, photographs and recordings. The McNamee Trust is to be spent on the acquisition of rare books for the library. The Goldberg Family Trust (endowment) is restricted for use by the Library and Archives.

Raw XML AppendixShowing 400 of 596 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/MissionDesc0The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating galleries that typically feature exhibits about local stories. In addition to the exhibits, the museums offer different topics of history through lectures, book author signings, night at the museum programs, film screenings, and workshops. Tours help bring history to life and include holiday tours. Each Museum is used as a private rental venue for multiple events.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues includes original research articles, all of which substantially add to our collective knowledge of Arizona history. They also include book reviews of important books on Arizona, western, and U.S. history, allowing our readership to be aware of relevant books of interest. All current issues of the Journal of Arizona History are now also available digitally on the website of Project MUSE, which is the digital publishing arm of Johns Hopkins University Press. In addition, all issues of the Journal of Arizona History are available on JSTOR, an online journal database that is available throughout the United States and around the globe.
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