PALO ALTO MUSEUM: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PALO ALTO MUSEUM (EIN 77-0634933)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349308856
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:24:45-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 932001788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYMAR CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 ASPEN WAY | AddressLine1Txt |
| City | WATSONVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770634933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO HISTORY MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALO | BusinessNameControlTxt |
| Phone | 6503223089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 676 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HON HELENE WHEELER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6503223089 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J BRYANT | PreparerPersonNm |
| PTIN | P01568974 | PTIN |
| Phone | 8312881720 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HON HELENE WHEELER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 676 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,875,207 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PALOALTOMUSUEM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THROUGH DYNAMIC EXHIBITS, EVENTS, EDUCATION, AND EXPERIENCES FOR ALL AGES, THE PALO ALTO MUSEUM PRESERVES AND SHARES LOCAL STORIES, STRENGTHENS COMMUNITY, AND INSPIRES A BRIGHTER FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,578,180 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,805,976 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $16,670 | CYOtherRevenueAmt |
| PY Total Revenue | $7,591,120 | PYTotalRevenueAmt |
| CY Total Revenue | $5,875,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $148,494 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $166,557 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $136,013 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $176,802 | PYOtherExpensesAmt |
| CY Other Expenses | $299,885 | CYOtherExpensesAmt |
| PY Total Expenses | $325,296 | PYTotalExpensesAmt |
| CY Total Expenses | $466,442 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,265,824 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,408,765 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,244,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,849,569 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $834,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $116,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,410,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,733,341 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PALO ALTO MUSEUM WILL BRING TO LIFE A HISTORIC LANDMARK AS A VIBRANT PLACE TO DISCOVER, CONNECT, AND CREATE. SHAPED BY, WITH, AND FOR THE COMMUNITY, THE MUSEUM WILL CELEBRATE OUR PAST, STRENGTHEN OUR COMMUNITY TODAY, AND INSPIRE A BRIGHTER FUTURE. THROUGH DYNAMIC EXHIBITS, EVENTS, AND EXPERIENCES FOR ALL AGES, WE WILL HELP TURN IDEAS INTO IMPACTFOR PALO ALTO AND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $90,484 | ExpenseAmt |
| Revenue | $67,561 | RevenueAmt |
| Desc | MUSEUM BUILDING RENOVATION AND PROGRAMMATIC INFRASTRUCTURE :DURING THE FISCAL YEAR, THE PALO ALTO MUSEUM'S PRIMARY PROGRAM ACTIVITY WAS COMPLETION OF A MULTI-YEAR RENOVATION TO PREPARE THE FACILITY FOR OPERATION AS A PUBLIC MUSEUM. PROGRAMMATIC IMPROVEMENTS INCLUDED INSTALLATION AND COORDINATION OF MUSEUM-APPROPRIATE LIGHTING, HVAC, ELECTRICAL, DATA, AND SECURITY SYSTEMS TO SUPPORT FUTURE EXHIBITIONS, COLLECTIONS CARE, EDUCATION PROGRAMS, AND PUBLIC USE. THESE ACTIVITIES SUPPORT THE MUSEUM'S ABILITY TO OPERATE IN ACCORDANCE WITH PROFESSIONAL MUSEUM STANDARDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,614 | ExpenseAmt |
| Desc | COLLECTIONS DEVELOPMENT AND DIGITAL CATALOGING:DURING THE FISCAL YEAR, THE PALO ALTO MUSEUM INITIATED FOUNDATIONAL COLLECTIONS WORK FOCUSED ON ORGANIZATION AND DOCUMENTATION OF MATERIALS RELATED TO PALO ALTO HISTORY. THE MUSEUM BEGAN CATALOGING ITS COLLECTION IN A DIGITAL COLLECTIONS MANAGEMENT SYSTEM TO SUPPORT RESPONSIBLE STEWARDSHIP AND FUTURE ACCESS FOR EXHIBITIONS, RESEARCH, AND EDUCATIONAL USE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,712 | ExpenseAmt |
| Desc | EXHIBITION AND EDUCATION PLANNING AND PUBLIC OUTREACH:DURING THE FISCAL YEAR, THE PALO ALTO MUSEUM ENGAGED IN PRELIMINARY EXPLORATION RELATED TO FUTURE EXHIBITIONS, EDUCATION PROGRAMS, AND AUDIENCE ENGAGEMENT. IN MAY 2025, THE MUSEUM CONDUCTED PUBLIC OUTREACH THROUGH ITS FIRST PUBLIC OPEN HOUSE IN THE RECENTLY RENOVATED BUILDING TO SHARE INFORMATION WITH THE COMMUNITY AND INFORM FUTURE PROGRAMMING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,795 | ExpenseAmt |
| Revenue | $1,670 | RevenueAmt |
| Desc | SPACE RENTALS:DURING THE FISCAL YEAR, THE PALO ALTO MUSEUM ENGAGED IN PRELIMINARY EXPLORATION RELATED TO A PROGRAM FOR RENTING OUT SPACE AT THE MUSEUM TO COMMUNITY GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,795 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,670 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $173,605 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503223089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 676 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94302 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD GREEN | ||||||
| PRESIDENT | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA SANDERS | ||||||
| VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NELSON NG | ||||||
| RECORDING SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA WALLACE | ||||||
| CORRESPONDING SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HON LANIE WHEELER | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MONICA YEUNG ARIMA | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| HON KAREN HOLMAN | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W KING | ||||||
| FINANCE COMMITTEE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG KREITZ | ||||||
| NOMINATING CHAIR, TEEN COU | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HAL MICKELSON | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN C NORTHWAY | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE STAIGER | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| HON TOM DUBOIS | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FLORANT | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN SWEZEY FORGARTY | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| HON JOSEPH H HUBER | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SERGIO MELLO | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT VILLARREAL | ||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE MOON | ||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $150,075 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,075 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANCE BROWN INC | |||||
| 2585 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | GENERAL CONTRACTOR SERVICES | $6,342,600 |
| POINT 1 ELECTRICAL SYSTEMS INC | |||||
| 6751 SOUTHFRONT ROAD | LIVERMORE | CA | 94551 | CONTRACTOR SECURITY SYSTEMS SERVICES | $253,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,314,436 | GovernmentGrantsAmt |
| All Other Contributions | $491,540 | AllOtherContributionsAmt |
| Total Contributions | $5,805,976 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,561 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,670 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,670 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,875,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,231 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,075 | TotalAmt |
| Program Services | $50,025 | ProgramServicesAmt |
| Management And General | $50,025 | ManagementAndGeneralAmt |
| Fundraising | $50,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,578 | TotalAmt |
| Program Services | $1,526 | ProgramServicesAmt |
| Management And General | $1,526 | ManagementAndGeneralAmt |
| Fundraising | $1,526 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,904 | TotalAmt |
| Program Services | $3,968 | ProgramServicesAmt |
| Management And General | $3,968 | ManagementAndGeneralAmt |
| Fundraising | $3,968 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,481 | TotalAmt |
| Program Services | $28,421 | ProgramServicesAmt |
| Management And General | $25,050 | ManagementAndGeneralAmt |
| Fundraising | $25,010 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,592 | TotalAmt |
| Program Services | $36,806 | ProgramServicesAmt |
| Management And General | $8,636 | ManagementAndGeneralAmt |
| Fundraising | $1,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,816 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
| Fundraising | $49,566 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,344 | TotalAmt |
| Program Services | $16,129 | ProgramServicesAmt |
| Management And General | $8,661 | ManagementAndGeneralAmt |
| Fundraising | $554 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,233 | TotalAmt |
| Management And General | $2,233 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,424 | TotalAmt |
| Program Services | $1,808 | ProgramServicesAmt |
| Management And General | $1,808 | ManagementAndGeneralAmt |
| Fundraising | $1,808 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITIES EXPENSE | $82,530 | $33,579 | $48,835 | $116 |
| DUES AND SUBSCRIPTIONS | $4,307 | $1,308 | $2,231 | $768 |
| FEES | $2,057 | $35 | $500 | $1,522 |
| VOLUNTEER APPRECIATION | $1,591 | $0 | $1,591 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510 | TotalAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,442 | TotalAmt |
| Program Services | $173,605 | ProgramServicesAmt |
| Management And General | $156,824 | ManagementAndGeneralAmt |
| Fundraising | $136,013 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,142 | BOYAmt |
| EOY | $434,332 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,892 | BOYAmt |
| EOY | $993,178 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,454,725 | BOYAmt |
| EOY | $9,365,810 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,706,239 | BOYAmt |
| EOY | $16,670 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,414 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,537 | BOYAmt |
| EOY | $703,297 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,368,339 | BOYAmt |
| EOY | $15,308,868 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,244,874 | BOYAmt |
| EOY | $26,849,569 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,625 | BOYAmt |
| EOY | $116,228 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,625 | BOYAmt |
| EOY | $116,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,974 | BOYAmt |
| EOY | $2,518,849 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,292,275 | BOYAmt |
| EOY | $24,214,492 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,410,249 | BOYAmt |
| EOY | $26,733,341 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,244,874 | BOYAmt |
| EOY | $26,849,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,408,765 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,242 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$88,915 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,502,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,578,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,805,976 | CurrentTaxYearAmt |
| Total | $16,214,313 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,502,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,578,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,805,976 | CurrentTaxYearAmt |
| Total | $16,214,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $680,479 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,533,834 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,561 | CurrentTaxYearAmt |
| Total | $77,400 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $515 | CurrentTaxYearMinus3YearsAmt |
| Total | $515 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,292,228 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $89,031 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $15,298,868 |
| OTHER ASSET | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,308,868 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,136,639 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,242 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $258,190 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $261,432 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,875,207 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,875,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $813,547 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $347,105 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $347,105 | ExpensesNotReportedAmt |
| Expenses Subtotal | $466,442 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $466,442 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF JUNE 30, 2025 AND 2024, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES FOR INCOME TAX RETURNS FILED IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE MOON | PersonNm |
| Title | CHIEF OPERATIONS OFFICER | TitleTxt |
| Base Compensation Filing Org | $150,075 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $150,075 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS POLICY BY HOLDING REGULAR BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNING BOARD PERIODICALLY REVIEWS STAFF COMPENSATION AND SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990. PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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