Civic Intelligence

San Joaquin County Historical Society

EIN 94-1636086 • 501(c)3 • Lodi, CA

Profile

The San Joaquin County Historical Society preserves and interprets the history of San Joaquin county. The Historical Society provides educational experiences that showcase the county's traditions of ingenuity, innovation, and invention with emphasis on San Joaquin County's singular contributions in agriculture to promote communtiy pride, continued learning, and an appreciation of regional history among county residents and visitors.

PO Box 30Lodi, CA 95241

www.sanjoaquinhistory.org

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.05x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$121,632

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,612,717

Up $431,847 (+8.3%) from 2023

Liabilities

Down

$69,014

Down $67,650 (-50%) from 2023

Net Assets

Up

$5,543,703

Up $499,497 (+9.9%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin70th percentile

Revenue

Up

$1,422,326

Up $186,383 (+15%) from 2023

Expenses

Down

$1,189,628

Down $23,570 (-1.9%) from 2023

Net Income

Up

$232,698

Up $209,953 (+923%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,841,580Liabilities 2011: $31,758Net Assets 2011: $2,809,8222011Assets 2012: $2,789,427Liabilities 2012: $30,152Net Assets 2012: $2,759,2752012Assets 2013: $3,092,729Liabilities 2013: $66,129Net Assets 2013: $3,026,6002013Assets 2014: $3,892,683Liabilities 2014: $106,989Net Assets 2014: $3,785,6942014Assets 2015: $4,015,650Liabilities 2015: $46,861Net Assets 2015: $3,968,7892015Assets 2016: $4,013,143Liabilities 2016: $108,333Net Assets 2016: $3,904,8102016Assets 2017: $4,383,209Liabilities 2017: $221,492Net Assets 2017: $4,161,7172017Assets 2018: $4,231,835Liabilities 2018: $90,916Net Assets 2018: $4,140,9192018Assets 2019: $4,726,430Liabilities 2019: $130,239Net Assets 2019: $4,596,1912019Assets 2020: $4,527,014Liabilities 2020: $200,119Net Assets 2020: $4,326,8952020Assets 2021: $5,690,407Liabilities 2021: $188,059Net Assets 2021: $5,502,3482021Assets 2022: $5,019,409Liabilities 2022: $140,293Net Assets 2022: $4,879,1162022Assets 2023: $5,180,870Liabilities 2023: $136,664Net Assets 2023: $5,044,2062023Assets 2024: $5,612,717Liabilities 2024: $69,014Net Assets 2024: $5,543,7032024

Highlighted filing

2024

Assets$5,612,717
Liabilities$69,014
Net Assets$5,543,703
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $576,807Expenses 2011: $636,604Net Income 2011: -$59,7972011Revenue 2012: $700,389Expenses 2012: $682,253Net Income 2012: $18,1362012Revenue 2013: $893,906Expenses 2013: $764,470Net Income 2013: $129,4362013Revenue 2014: $1,491,107Expenses 2014: $905,378Net Income 2014: $585,7292014Revenue 2015: $1,083,149Expenses 2015: $830,228Net Income 2015: $252,9212015Revenue 2016: $978,219Expenses 2016: $1,062,509Net Income 2016: -$84,2902016Revenue 2017: $1,022,430Expenses 2017: $963,252Net Income 2017: $59,1782017Revenue 2018: $979,963Expenses 2018: $1,012,004Net Income 2018: -$32,0412018Revenue 2019: $1,333,264Expenses 2019: $886,648Net Income 2019: $446,6162019Revenue 2020: $759,509Expenses 2020: $950,868Net Income 2020: -$191,3592020Revenue 2021: $1,630,312Expenses 2021: $817,161Net Income 2021: $813,1512021Revenue 2022: $1,084,036Expenses 2022: $1,108,908Net Income 2022: -$24,8722022Revenue 2023: $1,235,943Expenses 2023: $1,213,198Net Income 2023: $22,7452023Revenue 2024: $1,422,326Expenses 2024: $1,189,628Net Income 2024: $232,6982024

Highlighted filing

2024

Revenue$1,422,326
Expenses$1,189,628
Net Income$232,698
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,612,717
Liabilities
$69,014
Net assets
$5,543,703
Revenue
$1,422,326
Expenses
$1,189,628
Net income
$232,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$0.07$5.54$1.42$1.19$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.18$0.14$5.04$1.24$1.21$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.14$4.88$1.08$1.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$0.19$5.50$1.63$0.82$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.20$4.33$0.76$0.95$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.13$4.60$1.33$0.89$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.09$4.14$0.98$1.01$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.22$4.16$1.02$0.96$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.01$0.11$3.90$0.98$1.06$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.05$3.97$1.08$0.83$0.25
2014Summary only. Only limited summary data is available for this year.$3.89$0.11$3.79$1.49$0.91$0.59
2013Summary only. Only limited summary data is available for this year.$3.09$0.07$3.03$0.89$0.76$0.13
2012Summary only. Only limited summary data is available for this year.$2.79$0.03$2.76$0.70$0.68$0.02
2011Summary only. Only limited summary data is available for this year.$2.84$0.03$2.81$0.58$0.64$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,458,501
Mission and Program Overview

Mission

The San Joaquin County Historical Society preserves and interprets the history of San Joaquin county. The Historical Society provides educational experiences that showcase the county's traditions of ingenuity, innovation, and invention with emphasis on San Joaquin County's singular contributions in agriculture to promote communtiy pride, continued learning, and an appreciation of regional history among county residents and visitors.

The San Joaquin County Historical Society & Museum engages and inspires people and communities by preserving and showcasing the agricultural innovation, ingenuity, and diverse histories of our county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,592,603$5,036,944▲ $444,341
Land, Buildings, and Equipment, Net$424,194$365,475▼ $58,719
Cash and Non-Interest-Bearing Accounts$145,025$190,209▲ $45,184
Inventories for Sale or Use$19,048$20,089▲ $1,041
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,180,870$5,612,717▲ $431,847
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$136,664$69,014▼ $67,650
Total Liabilities$136,664$69,014▼ $67,650
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,600,320$2,892,286▲ $291,966
Net Assets With Donor Restrictions$2,443,886$2,651,417▲ $207,531
Total Net Assets Fund Balance$5,044,206$5,543,703▲ $499,497
Total Liabilities and Net Assets / Fund Balance$5,180,870$5,612,717▲ $431,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,510$1,001,868$1,338,378
Leasehold Improvements$19,249$232,423$251,672
Equipment$9,716$22,087$31,803

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,509,997$25,000▲ $128,291-$1,663,288
2022$1,392,491$25,000▲ $92,506-$1,509,997
2021$1,589,806$10,000▼ $207,315-$1,392,491
2020$1,258,069-▲ $244,411-$1,487,110
2019$1,282,333$2,580▼ $26,844-$1,258,069
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phillip MerloExecutive DirectorFT$69,763$51,869$121,632

Board Members and Trustees

NameTitle
Linda DeriviPresident
Brett DiedeVice President
Andy PinascoTrustee
Annette SanchezTrustee
Brett BakerTrustee
Dillon DelvoTrustee
Gillian MurphyTrustee
Jackie SinigagliaTrustee
Janwyn FunamuraTrustee
Jay ColombiniTrustee
Juan BarrosoTrustee
Mary-Elizabeth EberhardtTrustee
Matthew AmenTrustee
Robert FergusonTrustee
Sue HuffmanTrustee
Susan de PoloTrustee
Thomas Shephard SrTrustee
Tim HachmanTrustee
Val AcobaTrustee
William JefferyTrustee
William MaxwellTrustee
Bonner MendezSecretary
David SilvaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,024,535
Program Service Revenue
$0
Investment Income
$296,828
Other Revenue
$100,963
All Other Contributions
$317,471
Change in Net Assets
$232,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,422,326
Revenue Not Reported on Form 990
$266,799
Total Revenue per Audited Statements
$1,689,125
Total Revenue per Form 990
$1,422,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$658,209
Other Expenses$531,419
Total Fundraising Expense$117,838
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$283,309$32,110$57,083$372,502
Current Officers, Directors, Trustees, and Key Employees$49,649$62,254$14,971$126,874
Pension Plan Contributions$68,845$19,375$14,841$103,061
All Other Expenses$42,746$41,095$6,091$89,932
Depreciation Depletion$62,901--$62,901
Fees for Services Accounting-$48,413-$48,413
Fees for Service Investment Mgmnt Fees-$34,197-$34,197
Payroll Taxes$22,396$6,303$4,828$33,527
Insurance-$27,996-$27,996
Other Employee Benefits$14,566$4,410$3,269$22,245
Other Expenses$14,550$766$16,755$15,316
Office Expenses$5,051$5,051-$10,102
Information Technology-$8,861-$8,861
Total Functional Expenses$773,407$298,383$117,838$1,189,628

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,189,628
Total Expenses per Audited Statements$1,189,628
Total Expenses per Form 990$1,189,628
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$113,351
Fundraising Direct Expenses$26,519
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$113,351$113,351$26,519$86,832
Total Events$113,351$113,351$26,519$86,832
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Section A, Line 6

“The members are persons who have the right to participate in the Organization's governance by electing the members of the governing body pursuant to a provision of the Organization's governing documents.”

Form 990, Part VI, Section B, Line 11B

“The Organization's audited financial statements are discussed and approved by members of the Board of Trustees prior to the filing of the Organization's annual Form 990. The audited financial statements are the basis for the information reported. When the Organization's Form 990 has been prepared, the Board of Trustees shall review the information reported prior to the filing of the annual returns.”

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

“Individuals are required to file statements disclosing personal business or organizational interests and affiliations, and those persons close to them, that could be construed as being Society-related. The information is reviewed by the Board of Trustees, who monitor and enforce the policy annually.”

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

“The Board of Trustees approves the Executive Director's compensation based on comparable compensation for similar positions within various other not for profit organizations as well as performance, which is evaluated at least annually.”

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

“The Board of Trustees approves the Executive Director's compensation based on comparable compensation for similar positions within various other not for profit organizations as well as performance, which is evaluated at least annually.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Joaquin County Historical Society
EIN
94-1636086
Phone
2093312055
Address
PO Box 30, Lodi, CA 95241

Signing Officer

Name
Phillip Merlo
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
10
Volunteers
968

Preparer

Firm
Croce Sanguinetti & Vander Veen Inc
Address
3520 Brookside Rd Ste 141, Stockton, CA 95219
Preparer
Mark Croce
Phone
2099381010
Raw XML AppendixShowing 400 of 631 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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