Civic Intelligence

California History Center Foundation

EIN 88-0108599 • 501(c)3 • Cupertino, CA

Profile

To serve as the trustee and steward of the foundation's stocklmeir library and archives, to oversee and administer the center's publications program, to be an advocate for historic preservation on the de anza college campus and in the community at large, and to provide guidance and support to the center and its programs. The mission is accomplished through strategic planning, policy development, community outreach, fundraising, and fiduciary administration that are grounded in the values of community participation and ownership, institutional continuity, credibility, committment, and resonsibility.

21250 Stevens Creek BlvdCupertino, CA 95014

www.calhistory.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

94th percentile

$292,740

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 215.8% of source-year revenue.

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

Asset Growth

57th percentile

6.1%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,228,853

Up $70,968 (+6.1%) from 2023

Liabilities

Down

$3,744

Down $1,168 (-24%) from 2023

Net Assets

Up

$1,225,109

Up $72,136 (+6.3%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin90th percentile

Revenue

Down

$135,627

Down $38,999 (-22%) from 2023

Expenses

Down

$63,491

Down $14,109 (-18%) from 2023

Net Income

Down

$72,136

Down $24,890 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $831,304Liabilities 2011: $1,359Net Assets 2011: $829,9452011Assets 2012: $775,305Liabilities 2012: $7,778Net Assets 2012: $767,5272012Assets 2013: $805,152Liabilities 2013: $5,372Net Assets 2013: $799,7802013Assets 2014: $1,912,300Liabilities 2014: $66,477Net Assets 2014: $1,845,8232014Assets 2015: $1,744,767Liabilities 2015: $54,690Net Assets 2015: $1,690,0772015Assets 2016: $1,474,814Liabilities 2016: $31,140Net Assets 2016: $1,443,6742016Assets 2017: $1,464,401Liabilities 2017: $34,320Net Assets 2017: $1,430,0812017Assets 2018: $1,356,580Liabilities 2018: $22,096Net Assets 2018: $1,334,4842018Assets 2019: $1,176,929Liabilities 2019: $34,107Net Assets 2019: $1,142,8222019Assets 2020: $1,120,426Liabilities 2020: $5,136Net Assets 2020: $1,115,2902020Assets 2021: $1,290,816Liabilities 2021: $3,948Net Assets 2021: $1,286,8682021Assets 2022: $1,107,632Liabilities 2022: $3,744Net Assets 2022: $1,103,8882022Assets 2023: $1,157,885Liabilities 2023: $4,912Net Assets 2023: $1,152,9732023Assets 2024: $1,228,853Liabilities 2024: $3,744Net Assets 2024: $1,225,1092024

Highlighted filing

2024

Assets$1,228,853
Liabilities$3,744
Net Assets$1,225,109
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $52,750Expenses 2011: $80,429Net Income 2011: -$27,6792011Expenses 2012: $87,0852012Expenses 2013: $64,4092013Revenue 2014: $1,169,996Expenses 2014: $123,953Net Income 2014: $1,046,0432014Revenue 2015: $43,086Expenses 2015: $198,830Net Income 2015: -$155,7442015Revenue 2016: $79,342Expenses 2016: $226,251Net Income 2016: -$146,9092016Revenue 2017: $87,746Expenses 2017: $220,338Net Income 2017: -$132,5922017Revenue 2018: $169,934Expenses 2018: $252,449Net Income 2018: -$82,5152018Revenue 2019: $91,659Expenses 2019: $241,587Net Income 2019: -$149,9282019Revenue 2020: $73,765Expenses 2020: $86,568Net Income 2020: -$12,8032020Revenue 2021: $63,485Expenses 2021: $94,442Net Income 2021: -$30,9572021Revenue 2022: $62,519Expenses 2022: $73,553Net Income 2022: -$11,0342022Revenue 2023: $174,626Expenses 2023: $77,600Net Income 2023: $97,0262023Revenue 2024: $135,627Expenses 2024: $63,491Net Income 2024: $72,1362024

Highlighted filing

2024

Revenue$135,627
Expenses$63,491
Net Income$72,136
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,228,853
Liabilities
$3,744
Net assets
$1,225,109
Revenue
$135,627
Expenses
$63,491
Net income
$72,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.14$0.06$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.15$0.17$0.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.12$0.07$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.03$1.14$0.09$0.24$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.02$1.33$0.17$0.25$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.43$0.09$0.22$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.03$1.44$0.08$0.23$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.05$1.69$0.04$0.20$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.07$1.85$1.17$0.12$1.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.01$0.80$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.01$0.77$0.09
2011Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.05$0.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 31, 2025
Return Version
2023v6.0
Gross Receipts
$199,346
Mission and Program Overview

Mission

To serve as the trustee and steward of the foundation's stocklmeir library and archives, to oversee and administer the center's publications program, to be an advocate for historic preservation on the de anza college campus and in the community at large, and to provide guidance and support to the center and its programs. The mission is accomplished through strategic planning, policy development, community outreach, fundraising, and fiduciary administration that are grounded in the values of community participation and ownership, institutional continuity, credibility, committment, and responsibility.

Provide a holistic, hands-on approach to history and current issues for students and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,053,496$1,006,150▼ $47,346
Savings and Temporary Cash Investments$57,531$175,581▲ $118,050
Accounts Receivable$911$1,179▲ $268
Prepaid Expenses and Deferred Charges$605$601▼ $4
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,157,885$1,228,853▲ $70,968
Other Assets Total$45,342$45,342→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,912$3,744▼ $1,168
Other Liabilities$0$0→ $0
Total Liabilities$4,912$3,744▼ $1,168
Net Assets / Fund Balance
Net Assets With Donor Restrictions$951,720$1,045,041▲ $93,321
Net Assets Without Donor Restrictions$201,253$180,068▼ $21,185
Total Net Assets Fund Balance$1,152,973$1,225,109▲ $72,136
Total Liabilities and Net Assets / Fund Balance$1,157,885$1,228,853▲ $70,968

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$917,820-▲ $98,387-$1,006,141
2022$830,880-▲ $96,176-$917,820
2021$975,104-▼ $135,067-$830,880
2020$749,252-▲ $237,028-$975,104
2019$744,924-▲ $16,576-$749,252
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori ClinchardProgram Director (FHDA INSTRUCTOR)FT$222,607$70,133$292,740

Board Members and Trustees

NameTitle
Mark HealyPresident (FHDA INSTRUCTOR)
Cecilie a Vaughters-johnsonVice President
CAROLYN Wilkins SantosDirector
Elvin RamosDirector
Ruben AbricaDirector
Ulysses PichonDirector
David Howard-pitneyDirector (FHDA ADJUNCT INSTRUCTOR)
Noemi TeppangSecretary (fhda Counselor)
Purba FernandezTreasurer (FHDA INSTRUCTOR)
Revenue and Support

Revenue Composition

Contributions and Grants
$32,930
Program Service Revenue
$0
Investment Income
$102,697
Other Revenue
$0
All Other Contributions
$32,454
Change in Net Assets
$72,136

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,561
Revenue Not Reported on Financial Statements
$10,066
Revenue Not Reported on Form 990
$104,287
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$229,848
Total Revenue per Form 990
$135,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$43,364
Other Expenses$20,127
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$41,729$1,635-$43,364
Fees for Service Investment Mgmnt Fees-$10,066-$10,066
Fees for Services Other$9,668$0$0$9,668
Office Expenses-$259-$259
All Other Expenses$0$134$0$134
Total Functional Expenses$51,397$12,094$0$63,491

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$157,712
Expenses Not Reported on Form 990$104,287
Total Expenses per Form 990$63,491
Expenses per Audited Statements$53,425
Expenses Not Reported on Financial Statements$10,066
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables 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
Audit committee
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
Yes
CEO compensation reviewed
Yes
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, Line 1A Delegate broad authority to A committee

“The Board of Trustees may delegate the performance of duties and exercise of powers to officers and agents of the Foundation from time to time as needed. The Board Executive Committee shall be comprised of the Board President, Vice President, Treasurer, Secretary and Executive Director.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Form 990 is provided for review by the board at the earliest board meeting available. Questions and comments are addressed prior to submitting to appropriate government agencies.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Conflict of interest forms are signed by the board on an annual basis. Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the interested person, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Compensation of the executive director is determined by the foothill-de anza community college district policies and salary schedule.”

Form 990, Part VI, Line 19 Required documents available to the public

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
California History Center Foundation
EIN
88-0108599
Phone
4088648987
Address
21250 STEVENS CREEK BLVD, CUPERTINO, CA 95014

Signing Officer

Name
Mark Healy
Title
President
Phone
4088648987
Signed
2025-05-31
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
9

Preparer

Firm
Crowe Llp
Address
575 Market Street Suite 3300, San Francisco, CA 94105-5829
Preparer
Diane Kirmaci
Phone
4155761100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“Professional fees and contract services - Total Expense: 9668, Program Service Expense: 9668, Management and General Expenses: , Fundraising Expenses: ;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The Foundation's endowment consists of donor-restricted funds established for operational purposes of the Foundation.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The Foundation is a nonprofit foundation exempt from federal income and California franchise taxes under Section 501(c)(3) of the Internal Revenue Code and California Revenue and Taxation Code 23701d. The Foundation has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to the Foundation's continued qualification as a tax exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The Foundation is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The Foundation files informational returns in the U.S. federal jurisdiction, and the state of California.”

Raw XML AppendixShowing 400 of 478 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/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1President (FHDA INSTRUCTOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY (FHDA COUNSELOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer (FHDA INSTRUCTOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director (FHDA ADJUNCT INSTRUCTOR)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9Program Director (FHDA INSTRUCTOR)
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IRS990/MissionDesc0TO SERVE AS THE TRUSTEE AND STEWARD OF THE FOUNDATION'S STOCKLMEIR LIBRARY AND ARCHIVES, TO OVERSEE AND ADMINISTER THE CENTER'S PUBLICATIONS PROGRAM, TO BE AN ADVOCATE FOR HISTORIC PRESERVATION ON THE DE ANZA COLLEGE CAMPUS AND IN THE COMMUNITY AT LARGE, AND TO PROVIDE GUIDANCE AND SUPPORT TO THE CENTER AND ITS PROGRAMS. THE MISSION IS ACCOMPLISHED THROUGH STRATEGIC PLANNING, POLICY DEVELOPMENT, COMMUNITY OUTREACH, FUNDRAISING, AND FIDUCIARY ADMINISTRATION THAT ARE GROUNDED IN THE VALUES OF COMMUNITY PARTICIPATION AND OWNERSHIP, INSTITUTIONAL CONTINUITY, CREDIBILITY, COMMITTMENT, AND RESONSIBILITY.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation's endowment consists of donor-restricted funds established for operational purposes of the Foundation.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation is a nonprofit foundation exempt from federal income and California franchise taxes under Section 501(c)(3) of the Internal Revenue Code and California Revenue and Taxation Code 23701d. The Foundation has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to the Foundation's continued qualification as a tax exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The Foundation is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The Foundation files informational returns in the U.S. federal jurisdiction, and the state of California.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LORI CLINCHARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Program Director (FHDA INSTRUCTOR)
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NAME - LORI CLINCHARD, COMPENSATION FROM UNRELATED ORGANIZATION - 292740.000000, NAME OF UNRELATED ORGANIZATION - FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT, TYPE OF COMPENSATION - SALARY AND WAGES
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUAL
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Trustees may delegate the performance of duties and exercise of powers to officers and agents of the Foundation from time to time as needed. The Board Executive Committee shall be comprised of the Board President, Vice President, Treasurer, Secretary and Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED FOR REVIEW BY THE BOARD AT THE EARLIEST BOARD MEETING AVAILABLE. QUESTIONS AND COMMENTS ARE ADDRESSED PRIOR TO SUBMITTING TO APPROPRIATE GOVERNMENT AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST FORMS ARE SIGNED BY THE BOARD ON AN ANNUAL BASIS. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of the executive director is determined by the foothill-de anza community college district policies and salary schedule.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional fees and contract services - Total Expense: 9668, Program Service Expense: 9668, Management and General Expenses: , Fundraising Expenses: ;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 1a Delegate broad authority to a committee
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a Process to establish compensation of top management official
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g Other Fees
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