HISTORY SAN JOSE

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Plain text HISTORY SAN JOSE. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/history-san-jose-237179176. Retrieved 2026-10-31.

APA furp.org. (n.d.). HISTORY SAN JOSE [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 31, 2026, from https://furp.org/org/history-san-jose-237179176

MLA “HISTORY SAN JOSE.” furp.org, tax years 2019–2024, https://furp.org/org/history-san-jose-237179176. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $2.6M · expenses $2.8M · assets $425K

EIN
23-7179176
Address
1650 SENTER RD, SAN JOSE, CA 95112-2599
Website
WWW.HISTORYSANJOSE.ORG
NTEE code
A540
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 1972 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

HISTORY SAN JOSE PRESERVES AND ENRICHES THE CULTURAL HERITAGE OF SAN JOSE AND THE SANTA CLARA VALLEY THROUGH RESEARCH, COLLECTIONS, PARTNERSHIPS, EDUCATIONAL PROGRAMS AND EVENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William Schroh Jr PRESIDENT & CEO2023-2024 $119,077$235,465 1
William Schroh (former) PRESIDENT & CEO2019-2022 $116,011$419,171 1
Alida Bray (former) CEO2019 $75,385$75,385 2

Officers and directors, no compensation reported

18 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Vaughn Klebig BOARD CHAIR2020-2024 1 $0 reported 1
John Koeplin TREASURER2019-2024 1 $0 reported 1
Patrick Hammon DIRECTOR2019-2024 1 $0 reported 1
Lydia Heinrich SECRETARY2020-2024 1 $0 reported 1
Andrew Parkhurst DIRECTOR2019-2024 1 $0 reported 1
Michelle Covert VICE-CHAIR2023-2024 1 $0 reported 1
Darlene Tenes DIRECTOR2023-2024 1 $0 reported 1
Craig Lincoln DIRECTOR2024 1 $0 reported 1
Shannon Wass DIRECTOR2024 1 $0 reported 1
Jay Alexander DIRECTOR2024 1 $0 reported 1
Liam Oconnor (former) BOARD CHAIR2020-2023 1 $0 reported 1
Anita Steburg (former) SECRETARY2019-2022 1 $0 reported 1
Madelyn Baca (former) Director2020 1 $0 reported 1
Brady Coggins (former) Director2019-2020 1 $0 reported 1
John Kennett (former) Director2019-2020 1 $0 reported 1
Vaugh Klebig (former) DIRECTOR2019 1 $0 reported 1
Liam O'Conner (former) CHAIR2019 1 $0 reported 1
Kashif Zuberi (former) DIRECTOR2019 1 $0 reported 1

People by year

2024 · 11 people listed · 1 paid, $119K · 33 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM SCHROH JR PRESIDENT & CEO40 $119,077$0$0 $119,0771
VAUGHN KLEBIG BOARD CHAIR1 $0$0$0 $01
MICHELLE COVERT VICE-CHAIR1 $0$0$0 $01
JOHN KOEPLIN TREASURER1 $0$0$0 $01
LYDIA HEINRICH SECRETARY1 $0$0$0 $01
PATRICK HAMMON DIRECTOR1 $0$0$0 $01
ANDREW PARKHURST DIRECTOR1 $0$0$0 $01
CRAIG LINCOLN DIRECTOR1 $0$0$0 $01
DARLENE TENES DIRECTOR1 $0$0$0 $01
SHANNON WASS DIRECTOR1 $0$0$0 $01
JAY ALEXANDER DIRECTOR1 $0$0$0 $01
2023 · 9 people listed · 1 paid, $116K · 7 employees · 65 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM SCHROH JR PRESIDENT & CEO40 $116,388$0$0 $116,3881
LIAM OCONNOR BOARD CHAIR1 $0$0$0 $01
VAUGHN KLEBIG VICE CHAIR1 $0$0$0 $01
JOHN KOEPLIN TREASURER1 $0$0$0 $01
MICHELLE COVERT SECRETARY1 $0$0$0 $01
PATRICK HAMMON DIRECTOR1 $0$0$0 $01
LYDIA HEINRICH DIRECTOR1 $0$0$0 $01
ANDREW PARKHURST DIRECTOR1 $0$0$0 $01
DARLENE TENES DIRECTOR1 $0$0$0 $01
2022 · 8 people listed · 1 paid, $116K · 7 employees · 30 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM SCHROH PRESIDENT & CEO40 $116,011$0$0 $116,0111
LIAM OCONNOR BOARD CHAIR1 $0$0$0 $01
VAUGHN KLEBIG VICE CHAIR1 $0$0$0 $01
JOHN KOEPLIN TREASURER1 $0$0$0 $01
ANITA STEBURG SECRETARY1 $0$0$0 $01
PATRICK HAMMON DIRECTOR1 $0$0$0 $01
LYDIA HEINRICH DIRECTOR1 $0$0$0 $01
ANDREW PARKHURST DIRECTOR1 $0$0$0 $01
2021 · 8 people listed · 1 paid, $116K · 7 employees · 30 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Schroh President & CEO40 $116,011$0$0 $116,0111
Liam OConnor Board Chair1 $0$0$0 $01
Vaughn Klebig Vice Chair1 $0$0$0 $01
John Koeplin Treasurer1 $0$0$0 $01
Anita Steburg Secretary1 $0$0$0 $01
Patrick Hammon Director1 $0$0$0 $01
Lydia Heinrich Director1 $0$0$0 $01
Andrew Parkhurst Director1 $0$0$0 $01
2020 · 11 people listed · 1 paid, $129K · 30 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William Schroh President40 $117,996$0$10,684 $128,6801
Liam OConnor Board Chair1 $0$0$0 $01
Vaughn Klebig Vice Chair1 $0$0$0 $01
John Koeplin Treasurer1 $0$0$0 $01
Anita Steburg Secretary1 $0$0$0 $01
Madelyn Baca Director1 $0$0$0 $01
Brady Coggins Director1 $0$0$0 $01
Patrick Hammon Director1 $0$0$0 $01
Lydia Han Heinrich Director1 $0$0$0 $01
John Kennett Director1 $0$0$0 $01
Andrew Parkhurst Director1 $0$0$0 $01
2019 · 11 people listed · 2 paid, $134K · 32 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALIDA BRAY CEO40 $58,550$0$16,835 $75,3852
WILLIAM SCHROH CEO40 $53,468$0$5,001 $58,4691
BRADY COGGINS DIRECTOR1 $0$0$0 $01
PATRICK HAMMON DIRECTOR1 $0$0$0 $01
JOHN KENNETT DIRECTOR1 $0$0$0 $01
VAUGH KLEBIG DIRECTOR1 $0$0$0 $01
JOHN KOEPLIN TREASURER1 $0$0$0 $01
LIAM O'CONNER CHAIR1 $0$0$0 $01
ANDREW PARKHURST DIRECTOR1 $0$0$0 $01
ANITA STEBURG SECRETARY1 $0$0$0 $01
KASHIF ZUBERI DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $219K
NameLocationServicePaid
REDWOOD PRIVATE SECURITYSAN BERNADINO, CASECURITY$219,336
2022 · 1 contractor · $140K
NameLocationServicePaid
PG & EOAKLAND, CAUTILITIES$139,853

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$2,555,532$2,754,176 $424,930$274,863 $1,995,343$249,585 $119,0783360
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$2,415,840$2,219,644 $927,729$827,868 $1,783,046$359,153 $116,388765
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$1,986,526$2,176,770 $712,413$594,306 $1,554,630$244,832 $116,011730
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$1,584,956$1,572,145 $929,440$784,050 $1,269,701$198,948 $116,011730
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,746,425$1,156,971 $1,777,210$1,645,389 $1,362,448$365,299 $128,6803010
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$1,435,854$1,213,276 $1,456,815$1,020,030 $1,147,764$264,872 $135,3333275

Funders of this organization

19 grantors reported grants to this organization, $297,446 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2010, 2013, 2016, 2022 4$56,250 2022$27,000
show
FARRINGTON HISTORICAL FOUNDATION Public charity Exact 2014-2015, 2020, 2022-2023 5$51,000 2023$10,000
show
MIGHTYCAUSE CHARITABLE FOUNDATION DAF sponsor Exact 2014-2016 3$50,416 2016$14,830
show
KIEVE FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2017, 2019-2025 8$26,500 2025$10,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2024 1$26,200 2024$26,200
show
ROTARY CLUB OF SAN JOSE FOUNDATION INC Public charity Exact 2011-2012, 2015, 2021 4$23,000 2021$6,500
show
William H Cilker Family Foundation Public charity Exact 2012, 2016-2018 4$22,500 2018$9,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2024 1$15,200 2024$15,200
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2025 1$7,745 2025$7,745
show
CHINESE HISTORICAL AND CULTURAL PROJECT OF SANTA CLARA COUNTY INC Public charity Exact 2024 1$6,500 2024$6,500
show
THE MILLIGAN FAMILY FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2010-2014, 2016 6$4,250 2016$1,500
show
ELLA HAMLIN JOHNSON FOUNDATION INC Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2024 1$2,000 2024$2,000
show
HOEFER FAMILY FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2018 1$2,000 2018$2,000
show
BRANDENBURG FAMILY FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2021 1$1,500 2021$1,500
show
GORDON N AND ANITA T CHAN FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2012-2013 2$1,250 2013$150
show
SOBRATO FAMILY FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2020-2021 3$600 2021$400
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2020-2023 4$260 2023$70
show
AGILENT TECHNOLOGIES FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2019 1$175 2019$175
show
IBM INTERNATIONAL FOUNDATION Private foundation Fuzzy filed as “HISTORY SAN JOSE” 2020 1$100 2020$100
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LAKE ELISINORE HISTORICAL SOCIETYCAA54 $3,111,842$56,902 President$0 Same NTEE code A54, revenue within 2x, same state
MUSEUM OF SONOMA COUNTYCAA54 $1,329,801$1,497,328 EXECUTIVE DIRECTOR END 6/24$113,256 Same NTEE code A54, revenue within 2x, same state
SANTA BARBARA MARITIME MUSEUMCAA54 $2,969,219$2,391,259 EXECUTIVE DIRECTOR$166,512 Same NTEE code A54, revenue within 2x, same state
CONTEMPORARY JEWISH MUSEUMCAA54 $3,023,265$6,938,888 EXECUTIVE DIRECTOR$339,905 Same NTEE code A54, revenue within 2x, same state
AIRCRAFT CARRIER HORNET FOUNDATIONCAA54 $3,124,099$3,403,014 EXECUTIVE DIRECTOR$95,000 Same NTEE code A54, revenue within 2x, same state
HILLER AVIATION INSTITUTECAA54 $3,947,016$3,603,451 CEO$186,270 Same NTEE code A54, revenue within 2x, same state
BAY AREA ELECTRIC RAILWAY ASSOCIATIONCAA54 $1,593,761$1,334,584 EXEC. DIR. - LEFT 5/2025$91,125 Same NTEE code A54, revenue within 2x, same state
SPAULDING WOODEN BOAT CENTERCAA54 $1,623,962$1,525,345 President$0 Same NTEE code A54, revenue within 2x, same state
WORKING ASSUMPTIONS FOUNDATIONCAA54 $1,910,337$1,508,312 PRESIDENT$275,401 Same NTEE code A54, revenue within 2x, same state
INSTITUTE OF WWII ARTIFACTS INCCAA54 $4,169,611$19,861 President$0 Same NTEE code A54, revenue within 2x, same state
DR PREM REDDY FAMILY FOUNDATIONCAA54 $1,348,129$934,049 PRESIDENT$0 Same NTEE code A54, revenue within 2x, same state
DEADWOOD HISTORY INCSDA54 $1,448,561$1,177,936 VICE PRESIDE$0 Same NTEE code A54, revenue within 2x
SAN JACINTO MUSEUM AND BATTLEFIELDTXA54 $1,827,221$1,003,265 Director of Operations$131,220 Same NTEE code A54, revenue within 2x, similar mission
AUGUSTA MUSEUM OF HISTORY INCGAA54 $2,705,918$2,377,279 EXEC DIRECTOR$95,859 Same NTEE code A54, revenue within 2x
HISTORIC RED CLAY VALLEY INCDEA54 $2,081,643$1,473,746 PRESIDENT$0 Same NTEE code A54, revenue within 2x
NATIONAL WOMENS HISTORY MUSEUMDCA54 $3,691,385$2,832,013 PRESIDENT & CEO$365,131 Same NTEE code A54, revenue within 2x
LIVING HISTORY FARMS FOUNDATIONIAA54 $3,481,890$2,852,145 CEO$207,796 Same NTEE code A54, revenue within 2x
HISTORICAL SOCIETY OF DELAWAREDEA54 $3,892,895$2,837,225 EXECUTIVE DI$127,112 Same NTEE code A54, revenue within 2x
MUSEUM OF SOUTH TEXAS HISTORYTXA54 $1,967,056$2,258,081 CEO$203,547 Same NTEE code A54, revenue within 2x
CHARLESTON MUSEUMSCA54 $3,751,774$2,999,168 Executive Director$194,366 Same NTEE code A54, revenue within 2x, similar mission
WICHITA SEDGWICK COUNTY HISTORIAL MUSEUM ASSOCIATIONKSA54 $1,389,396$758,877 MUSEUM DIRECTOR$92,648 Same NTEE code A54, revenue within 2x
BOOT HILL MUSEUM INCKSA54 $1,929,272$1,931,109 Executive Director$73,990 Same NTEE code A54, revenue within 2x, similar mission
NORTHEASTERN NEVADA HISTORICAL SOCIETYNVA54 $1,336,917$775,989 DIRECTOR$0 Same NTEE code A54, revenue within 2x
NATIONAL MUSEUM OF INDUSTRIAL HISTORYPAA54 $1,310,548$1,626,494 EXECUTIVE DIRECTOR$76,500 Same NTEE code A54, revenue within 2x
THE LONG ISLAND MUSEUM OF AMERICAN ART HISTORY & CARRIAGESNYA54 $2,554,337$3,102,194 CO-EXECUTIVE DIRECTOR$142,977 Same NTEE code A54, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$20,843,57627 32009–2024 WORKING ASSUMPTIONS FOUNDATION; CONTEMPORARY JEWISH MUSEUM; MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE
LILLY ENDOWMENT INC Private foundation$15,303,89047 32012–2025 INDIANA STATE MUSEUM FOUNDATION INC; NATIONAL WOMENS HISTORY MUSEUM; HISTORICAL SOCIETY OF DELAWARE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$12,368,667319 622016–2024 BENNINGTON MUSEUM INC; GENERAL SOCIETY OF MAYFLOWER DESCENDANTS; CONTEMPORARY JEWISH MUSEUM; HILL-STEAD MUSEUM and 58 more
FRED L EMERSON FOUNDATION INC Private foundation$12,351,2538 12018–2025 SEWARD HOUSE MUSEUM
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$6,994,435224 502014–2024 BURKE MUSEUM ASSOCIATION; CONTEMPORARY JEWISH MUSEUM; SOCIETY OF THE CINCINNATI; THE ROSENBACH OF THE FREE LIBRARY OF PHILADELPHIA and 46 more
ELIZABETH D CONKLIN IRRV SETTLEMENT TR 12122022 Private foundation$6,521,5803 12023–2025 LAKE ELISINORE HISTORICAL SOCIETY
NATIONAL PHILANTHROPIC TR DAF sponsor$6,028,48979 252014–2024 DENSHO; MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE; MAHONING VALLEY HISTORICAL SOCIETY; CONTEMPORARY JEWISH MUSEUM and 21 more
ANNE KILCAWLEY CHRISTMAN FOUNDATION Private foundation$6,025,26216 12010–2025 MAHONING VALLEY HISTORICAL SOCIETY
JEWISH COMMUNAL FUND DAF sponsor$5,197,70527 62010–2024 SEPHARDIC HERITAGE MUSEUM INC; CONTEMPORARY JEWISH MUSEUM; BALTIMORE MUSEUM OF INDUSTRY; SPAULDING WOODEN BOAT CENTER and 2 more
LIBERTY HALL FOUNDATION Private foundation$5,192,06710 12015–2024 LIBERTY HALL MUSEUM INC
COLUMBUS FOUNDATION DAF sponsor$4,668,85339 62010–2024 NATIONAL VETERANS MEMORIAL AND MUSEUM OPERATING CORPORATION; STUARTS OPERA HOUSE INC; NATIONAL ATOMIC MUSEUM FOUNDATION; CHAMPAIGN AVIATION MUSEUM and 2 more
FOUNDATION FOR THE CAROLINAS DAF sponsor$4,340,93110 12015–2024 MUSEUM OF THE NEW SOUTH INC
CHRISTIAN COMMUNITY FOUNDATION OF MEMPHIS AND THE MID-SOUTH INC DAF sponsor$4,287,12515 12011–2024 SOULSVILLE
SILICON VALLEY COMMUNITY FOUNDATION funds this one DAF sponsor$3,867,92017 22010–2022 HILLER AVIATION INSTITUTE; CONTEMPORARY JEWISH MUSEUM
PINO FAMILY FOUNDATION Private foundation$3,685,0007 12018–2025 JEFF PINO FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $2,754,176 spent · pay $1,363,022 · grants $0 · events $58,255
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,028,149$866,193$105,887$56,069 37.3%
Occupancy $548,120$539,472$920$7,728 19.9%
Fees: other services $242,328$106,610$126,619$9,099 8.8%
Pay: officers, directors, trustees, key employees $119,078$29,770$59,538$29,770 4.3%
Office expenses $115,736$96,012$17,217$2,507 4.2%
Other employee benefits $115,077$60,096$43,694$11,287 4.2%
Other (as described)DUES AND OTHER CHARGES $91,000$53,150$33,224$4,626 3.3%
Fees: accounting $89,137-$89,137- 3.2%
Payroll taxes $85,995$62,798$21,441$1,756 3.1%
Depreciation and depletion $80,869-$80,869- 2.9%
Other (as described)EXHIBIT COSTS $80,211$80,211-- 2.9%
Other (as described)MISCELLANEOUS $51,427$51,427-- 1.9%
Insurance $40,001$40,001-- 1.5%
Travel $30,070$22,080$7,990- 1.1%
Advertising and promotion $21,585$21,501$84- 0.8%
Pension plan contributions $14,723$9,011$5,712- 0.5%
Other (as described)EQUIPMENT AND REPAIRS $670$343$327- 0.0%
Fundraising events Eventdirect expenses; gross income $63,743$58,255reported apart
Total$2,754,176100%

View the filing

2023 · Form 990 · $2,219,644 spent · pay $1,146,265 · grants $0 · events $38,592
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $858,310$723,108$88,396$46,806 38.7%
Occupancy $457,523$450,304$768$6,451 20.6%
Fees: other services $187,660$82,559$98,055$7,046 8.5%
Office expenses $141,940$117,750$21,115$3,075 6.4%
Pay: officers, directors, trustees, key employees $116,388$29,097$58,194$29,097 5.2%
Payroll taxes $90,183$65,856$22,485$1,842 4.1%
Depreciation and depletion $80,869-$80,869- 3.6%
Other (as described)EXHIBIT COSTS $73,906$73,906-- 3.3%
Other employee benefits $63,266$33,039$24,022$6,205 2.9%
Fees: accounting $40,137-$40,137- 1.8%
Other (as described)DUES AND OTHER CHARGES $35,312$20,625$12,892$1,795 1.6%
Insurance $29,745$29,745-- 1.3%
Pension plan contributions $18,118$11,089$7,029- 0.8%
Other (as described)MISCELLANEOUS $11,026$11,026-- 0.5%
Travel $10,879$7,988$2,891- 0.5%
Advertising and promotion $2,766$2,755$11- 0.1%
Other (as described)EQUIPMENT AND REPAIRS $1,616$828$788- 0.1%
Fundraising events Eventdirect expenses; gross income $44,914$38,592reported apart
Total$2,219,644100%

View the filing

2022 · Form 990 · $2,176,770 spent · pay $917,966 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $669,637$577,306$60,152$32,179 30.8%
Fees: other services $359,591$158,198$187,890$13,503 16.5%
Occupancy $344,836$339,395$579$4,862 15.8%
Office expenses $124,375$103,178$18,502$2,695 5.7%
Other (as described)EXHIBIT COSTS $121,586$121,586-- 5.6%
Pay: officers, directors, trustees, key employees $116,011$29,003$58,005$29,003 5.3%
Depreciation and depletion $80,869-$80,869- 3.7%
Other (as described)DUES AND OTHER CHARGES $68,406$39,955$24,975$3,476 3.1%
Other employee benefits $60,934$31,821$23,136$5,977 2.8%
Payroll taxes $57,394$41,912$14,310$1,172 2.6%
Travel $54,540$40,048$14,492- 2.5%
Insurance $50,157$50,157-- 2.3%
Fees: accounting $50,046-$50,046- 2.3%
Pension plan contributions $13,990$8,562$5,428- 0.6%
Advertising and promotion $3,051$3,039$12- 0.1%
Other (as described)EQUIPMENT AND REPAIRS $1,166$598$568- 0.1%
Other (as described)MISCELLANEOUS $181$181-- 0.0%
Fundraising events Eventdirect expenses; gross income $39,444$0reported apart
Total$2,176,770100%

View the filing

2021 · Form 990 · $1,572,145 spent · pay $825,476 · grants $2,500 · events $27,875
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $587,242$453,193$88,318$45,731 37.4%
Occupancy $220,941$217,455$371$3,115 14.1%
Office expenses $163,952$136,011$24,389$3,552 10.4%
Fees: other services $137,358$60,429$71,771$5,158 8.7%
Pay: officers, directors, trustees, key employees $116,011$29,003$58,005$29,003 7.4%
Depreciation and depletion $78,034-$78,034- 5.0%
Other employee benefits $60,744$31,722$23,064$5,958 3.9%
Payroll taxes $49,898$36,438$12,441$1,019 3.2%
Other (as described)Equipment & Repairs $45,217$23,174$22,043- 2.9%
Insurance $32,563$32,563-- 2.1%
Advertising and promotion $25,566$25,466$100- 1.6%
Travel $14,779$10,852$3,927- 0.9%
Pension plan contributions $11,581$7,088$4,493- 0.7%
Other (as described)Dues and other charges $8,814$5,148$3,218$448 0.6%
Information technology $7,500$7,500-- 0.5%
Fees: accounting $6,600-$6,600- 0.4%
Grants to US organizations and governments $2,500$2,500-- 0.2%
Fees: legal $1,370$1,350$20- 0.1%
Conferences, conventions and meetings $1,287$1,287-- 0.1%
Interest $127-$127- 0.0%
Other (as described)Miscellaneous $61$61-- 0.0%
Fundraising events Eventdirect expenses; gross income $27,300$26,588reported apart
Total$1,572,145100%

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2020 · Form 990 · $1,156,971 spent · pay $662,247 · grants $0 · events $2,066
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $426,476$319,646$98,615$8,215 36.9%
Office expenses $149,212$95,883$51,413$1,916 12.9%
Pay: officers, directors, trustees, key employees $128,680$32,170$64,340$32,170 11.1%
Occupancy $122,053$121,593-$460 10.5%
Fees: other services $70,667$18,881$51,270$516 6.1%
Depreciation and depletion $63,062-$63,062- 5.5%
Other employee benefits $61,324$27,259$27,370$6,695 5.3%
Payroll taxes $39,697$23,522$11,442$4,733 3.4%
Other (as described)Equipment & Repairs $32,239$8,749$23,490- 2.8%
Insurance $29,484$26,782$1,904$798 2.5%
Other (as described)Dues and other charges $9,652$9,095$314$243 0.8%
Interest $7,503-$7,503- 0.6%
Pension plan contributions $6,070$3,358$2,712- 0.5%
Fees: accounting $4,500-$4,500- 0.4%
Travel $2,976$2,526$450- 0.3%
Other (as described) EventEvent Expenses $1,691$1,117$223$351 0.1%
Other (as described)Miscellaneous $1,145$1,145-- 0.1%
Conferences, conventions and meetings $375$375-- 0.0%
Advertising and promotion $165$165-- 0.0%
Total$1,156,971100%

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2019 · Form 990 · $1,213,276 spent · pay $731,715 · grants $0 · events $1,367
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $455,990$344,336$44,329$67,325 37.6%
Occupancy $144,228$116,312$27,503$413 11.9%
Pay: officers, directors, trustees, key employees $135,333-$135,333- 11.2%
Other employee benefits $88,396$18,243$56,414$13,739 7.3%
Office expenses $82,322$45,123$28,196$9,003 6.8%
Other (as described)PROGRAM EXPENSES $65,247$51,645$11,317$2,285 5.4%
Fees: other services $55,605$32,049$23,556- 4.6%
Other (as described)BUSINESS CHARGES $54,412$15,038$36,515$2,859 4.5%
Depreciation and depletion $50,694$27,787$17,363$5,544 4.2%
Payroll taxes $44,353$25,894$13,412$5,047 3.7%
Other (as described)EQUIPMENT REPAIRS $22,277$1,665$20,612- 1.8%
Pension plan contributions $7,643$4,224$3,376$43 0.6%
All other expenses $6,776-$56$6,832- 0.6%
Fundraising events Eventdirect expenses; gross income $1,367$1,367reported apart
Total$1,213,276100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2020$9,000$02
2018$5,923$01
2016$5,980$01
2007$44,067$01
Largest awards · 4 shown
YearAgencyKindProgramDescriptionObligated
2020Small Business AdministrationGrant or other assistanceECONOMIC INJURY DISASTER LOAN EMERGENCY ADVANCE 59.072ECONOMIC INJURY DISASTER GRANT$9,000
2018National Endowment for the HumanitiesGrant or other assistancePROMOTION OF THE HUMANITIES DIVISION OF PRESERVATION AND ACCESS 45.149IMPROVING SPACE MANAGEMENT AND INCREASING STORAGE CAPACITY AT HISTORY SAN JOSE'S COLLECTION CENTER TO ENSURE LONG-TERM ACCESS$5,923
2016National Endowment for the HumanitiesGrant or other assistancePROMOTION OF THE HUMANITIES_DIVISION OF PRESERVATION AND ACCESS (B) 45.149PRESERVING AND ENHANCING ACCESS TO SANTA CLARA VALLEY'S BUILT ENVIRONMENT ARCHIVE AT HISTORY SAN JOSE$5,980
2007National Endowment for the HumanitiesGrant or other assistancePROMOTION OF THE HUMANITIES_DIVISION OF PRESERVATION AND ACCESS 45.149IMPROVING STORAGE OF THE HISTORY SAN JOSE RESEARCH LIBRARY'S ARCHIVAL AND MANUSCRIPT COLLECTIONS$44,067

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