Civic Intelligence

Cupertino Historical Society Inc

EIN 94-2694547 • 501(c)3 • Cupertino, CA

Profile

The mission of the cupertino historical society and museum is to preserve and illuminate cupertino's past to inspire our youth, strengthen the sense of community, and shape a better future by making cupertino history relevant and available to all.

10185 N Stelling RdCupertino, CA 95014

www.cupertinohistoricalsociety.org/INDEX.P

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

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 2025

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$664,111

Up $70,436 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$664,111

Up $70,436 (+12%) from 2024

Revenue

Up

$210,856

Up $50,849 (+32%) from 2024

Expenses

Up

$140,420

Up $4,890 (+3.6%) from 2024

Net Income

Up

$70,436

Up $45,959 (+188%) from 2024

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $349,010Liabilities 2010: $1,216Net Assets 2010: $347,7942010Assets 2011: $395,060Liabilities 2011: $1,216Net Assets 2011: $393,8442011Assets 2012: $362,975Liabilities 2012: $1,216Net Assets 2012: $361,7592012Assets 2013: $510,378Liabilities 2013: $0Net Assets 2013: $510,3782013Assets 2014: $566,455Liabilities 2014: $0Net Assets 2014: $566,4552014Assets 2015: $537,017Liabilities 2015: $0Net Assets 2015: $537,0172015Assets 2016: $492,627Liabilities 2016: $0Net Assets 2016: $492,6272016Assets 2017: $529,795Liabilities 2017: $0Net Assets 2017: $529,7952017Assets 2018: $542,751Liabilities 2018: $0Net Assets 2018: $542,7512018Assets 2019: $542,028Liabilities 2019: $0Net Assets 2019: $542,0282019Assets 2020: $506,650Liabilities 2020: $0Net Assets 2020: $506,6502020Assets 2021: $612,886Liabilities 2021: $0Net Assets 2021: $612,8862021Assets 2022: $529,273Liabilities 2022: $0Net Assets 2022: $529,2732022Assets 2023: $599,448Liabilities 2023: $0Net Assets 2023: $599,4482023Assets 2024: $593,675Liabilities 2024: $0Net Assets 2024: $593,6752024Assets 2025: $664,111Liabilities 2025: $0Net Assets 2025: $664,1112025

Highlighted filing

2025

Assets$664,111
Liabilities$0
Net Assets$664,111

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $85,364Expenses 2010: $41,076Net Income 2010: $44,2882010Revenue 2011: $103,293Expenses 2011: $57,243Net Income 2011: $46,0502011Revenue 2012: $44,509Expenses 2012: $76,594Net Income 2012: -$32,0852012Revenue 2013: $205,674Expenses 2013: $56,340Net Income 2013: $149,3342013Revenue 2014: $117,958Expenses 2014: $61,881Net Income 2014: $56,0772014Revenue 2015: $49,711Expenses 2015: $79,149Net Income 2015: -$29,4382015Revenue 2016: $38,339Expenses 2016: $82,728Net Income 2016: -$44,3892016Revenue 2017: $115,472Expenses 2017: $78,304Net Income 2017: $37,1682017Revenue 2018: $100,100Expenses 2018: $87,144Net Income 2018: $12,9562018Revenue 2019: $94,930Expenses 2019: $95,653Net Income 2019: -$7232019Revenue 2020: $57,916Expenses 2020: $93,294Net Income 2020: -$35,3782020Revenue 2021: $196,721Expenses 2021: $90,485Net Income 2021: $106,2362021Revenue 2022: $23,719Expenses 2022: $107,332Net Income 2022: -$83,6132022Revenue 2023: $163,293Expenses 2023: $93,118Net Income 2023: $70,1752023Revenue 2024: $160,007Expenses 2024: $135,530Net Income 2024: $24,4772024Revenue 2025: $210,856Expenses 2025: $140,420Net Income 2025: $70,4362025

Highlighted filing

2025

Revenue$210,856
Expenses$140,420
Net Income$70,436

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$0.00$6.64$2.11$1.40$0.70
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$0.00$5.94$1.60$1.36$0.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.00$5.99$1.63$0.93$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$0.24$1.07$0.84
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.00$6.13$1.97$0.90$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.58$0.93$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.95$0.96$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$1.00$0.87$0.13
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.30$0.00$5.30$1.15$0.78$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.38$0.83$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.50$0.79$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$1.18$0.62$0.56
2013Summary only. Only limited summary data is available for this year.$5.10$0.00$5.10$2.06$0.56$1.49
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.01$3.62$0.45$0.77$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$0.01$3.94$1.03$0.57$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.01$3.48$0.85$0.41$0.44
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 12, 2023
Return Version
2022v5.0
Gross Receipts
$163,343
Mission and Program Overview

Mission

The mission of the cupertino historical society and museum is to preserve and illuminate cupertino's past to inspire our youth, strengthen the sense of community, and shape a better future by making cupertino history relevant and available to all.

The cupertino historical society and museum (chs&m) perserves and illuminates cupertino's past to inspire our youth, strengthen the sense of community, and shape a better future by making cupertino history relevant and available to all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$529,273$599,448▲ $70,175
Investments Program Related$497,824$541,434▲ $43,610
Cash and Non-Interest-Bearing Accounts$30,966$55,818▲ $24,852
Savings and Temporary Cash Investments$483$2,196▲ $1,713
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 in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$529,273$599,448▲ $70,175
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$529,273$599,448▲ $70,175
Total Liabilities and Net Assets / Fund Balance$529,273$599,448▲ $70,175
Compensation and Service Providers

Board Members and Trustees

NameTitle
Neeraj MaturPresident
Claudio BonoVice President
Valerie AbidSecretary
Bruce ParsonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,730
Program Service Revenue
$43,758
Investment Income
$55,611
Other Revenue
$1,194
All Other Contributions
$57,820
Change in Net Assets
$70,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,071
Salaries, Compensation, and Employee Benefits$43,047
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$36,141-$36,141
Insurance-$10,558-$10,558
Occupancy$6,352--$6,352
Fees for Services Other$4,738$446-$5,184
All Other Expenses$2,237$2,626-$4,863
Other Employee Benefits-$4,059-$4,059
Payroll Taxes-$2,847-$2,847
Other Expenses$11,026$2,273-$2,273
Office Expenses-$1,773-$1,773
Fees for Services Accounting-$1,565-$1,565
Advertising-$725-$725
Total Functional Expenses$24,353$68,765$0$93,118
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
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
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, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

FORM 990, PART VI, SECTION B, LINE 11B:

A thorough review is conducted by the governing body before the form 990 is filed.

FORM 990, PART VI, SECTION C, LINE 19:

The organization's governing body decides to provide the governing documents, conflict of interest policy, and financial statements being displayed to all members and interested public upon request in its main office at 10185 n. Stelling road, cupertino, ca 95014 on normal business hours.

Filing and Contact Details

Filer

Filer Name
Cupertino Historical Society Inc
EIN
94-2694547
Phone
4084215380
Address
10185 N STELLING RD, CUPERTINO, CA 95014

Signing Officer

Name
Bruce Parsons
Title
Treasurer
Signed
2023-09-12
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Edward L Grant CPA
Address
6920 SANTA TERESA BLVD STE 103, SAN JOSE, CA 95119
Preparer
Edward L Grant CPA
Phone
4083600500
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

Inspire our youth, strengthen the sense of community, and shape a better future by making cupertino history relevant and available to all.

Raw XML Appendix395 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt04863
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095014
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt050
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/ExpenseAmt013327
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IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01565
IRS990/FeesForServicesAccountingGrp/TotalAmt01565
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0446
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IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt0163343
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSPIRE OUR YOUTH, STRENGTHEN THE SENSE OF COMMUNITY, AND SHAPE A BETTER FUTURE BY MAKING CUPERTINO HISTORY RELEVANT AND AVAILABLE TO ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A THOROUGH REVIEW IS CONDUCTED BY THE GOVERNING BODY BEFORE THE FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING BODY DECIDES TO PROVIDE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BEING DISPLAYED TO ALL MEMBERS AND INTERESTED PUBLIC UPON REQUEST IN ITS MAIN OFFICE AT 10185 N. STELLING ROAD, CUPERTINO, CA 95014 ON NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19:
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-12
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD L GRANT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 SANTA TERESA BLVD STE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
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ReturnHeader/ReturnTs02023-09-14T11:23:02-07:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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