NAPA COUNTY HISTORICAL SOCIETY

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Cite this

Plain text NAPA COUNTY HISTORICAL SOCIETY. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/napa-county-historical-society-942690901. Retrieved 2026-11-06.

APA furp.org. (n.d.). NAPA COUNTY HISTORICAL SOCIETY [Nonprofit organization profile; tax years 2011–2025]. Retrieved November 6, 2026, from https://furp.org/org/napa-county-historical-society-942690901

MLA “NAPA COUNTY HISTORICAL SOCIETY.” furp.org, tax years 2011–2025, https://furp.org/org/napa-county-historical-society-942690901. Accessed 6 Nov. 2026.

Retrieved 2026-11-06; covers tax years 2011–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990 · revenue $705K · expenses $265K · assets $1.2M

EIN
94-2690901
Address
1219 1ST ST, NAPA, CA 94559-2929
NTEE code
A82 Historical Societies & Historic Preservation (Arts, Culture and Humanities) published (IRS Business Master File, as A82Z)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (association)
Ruling date
March 1981 (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

Vision Statement:To be one of the premier county historical societies in America as measured by robust membership 1% of the county population financial sustainability and national and state recognition.Purpose & Mission: The purpose of the Napa County Historical Society is to discover and keep history alive through exhibits lectures and events as well as research publication and educational activities. As a membership and sponsorship-based archival and educational organization the Society is dedicated to the discovery preservation and presentation of the people and history of Napa County and its place in California history and the world.We must always strive to exceed the expectations of the community our members and our supporters to fulfill our purpose and achieve our vision. By doing so our leadership in the world of county historical societies is assured.Values Statement:The following values are guiding principles defining the NCHS operating template. They represent

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
Kaitlyn Scott Moxon Executive Dir2024-2025 $85,000$165,000 1
Dr Sheli Smith Director2019-2025 $0$81,800 1
Nancy Levenberg (former) Executive Dir.2017-2018 $45,337$92,004 1

Officers and directors, no compensation reported

45 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
Kelly Wallace President2022-2025 1 $0 reported 1
Hannah Housley Treasurer2021-2025 1 $0 reported 1
Liz Alessio Secretary2021-2025 1 $0 reported 1
Tom Fuller Director2022-2025 1 $0 reported 1
Brad Wagenknect President2017-2025 1 $0 reported 1
Don Winter Director2013-2025 1 $0 reported 1
Margaret Wong Director2023-2025 1 $0 reported 1
Shannon Murray Kuleto Director2023-2025 1 $0 reported 1
Dr Kim Hester Williams Director2022-2025 1 $0 reported 1
John McCormick Director2023-2025 1 $0 reported 1
Mayor Scott Sedgely Director2025 1 $0 reported 1
Lisa Massaro Vice-President2025 1 $0 reported 1
James JT Thompson Director2025 1 $0 reported 1
Scott Sedgely (former) Director2017-2024 1 $0 reported 1
Gordon Huether (former) Director2021-2024 1 $0 reported 1
Sandy Sims (former) Secretary2020-2024 1 $0 reported 1
Monica Hunter (former) Director2022-2024 1 $0 reported 1
Danielle Barreca (former) Vice President2019-2022 1 $0 reported 1
Laura Orozco (former) Director2021-2022 1 $0 reported 1
Tom Spaulding (former) President2017-2021 1 $0 reported 1
Jim Treadway (former) Director2017-2021 1 $0 reported 1
Ricky Hurtado (former) Director2019-2020 1 $0 reported 1
Robb Orr (former) Director2019-2020 1 $0 reported 1
Margie Mohler (former) Treasurer2017-2020 1 $0 reported 1
Elizabeth Alessio (former) Executive Dir.2017-2019 30 $0 reported 1
Lindsey Gonzalez (former) Vice President2016-2018 1 $0 reported 1
Sharon Lampton (former) Secretary2013-2018 1 $0 reported 1
Ed Cull (former) Director2015-2018 1 $0 reported 1
John Holt (former) Director2011-2018 1 $0 reported 1
Nancy Mcenery (former) CO-PRESIDENT2013-2016 1 $0 reported 1
Felicia Shinnamon (former) CO-PRESIDENT2011-2016 1 $0 reported 1
Scott Sedgley (former) VICE-PRESIDENT2013-2016 1 $0 reported 1
Robin Hart (former) TREASURER2011-2016 1 $0 reported 1
Brad Wagenknecht (former) DIRECTOR2016 1 $0 reported 1
Molly Britton (former) DIRECTOR2015-2016 1 $0 reported 1
Keeta Lewis (former) DIRECTOR2013-2016 1 $0 reported 1
Conor Massey (former) DIRECTOR2011-2016 1 $0 reported 1
James Treadway (former) DIRECTOR2016 1 $0 reported 1
Betty Bortz (former) DIRECTOR2013-2015 1 $0 reported 1
Lindsey Pogue (former) DIRECTOR2013-2015 1 $0 reported 1
Rachel Orlins Bergman (former) DIRECTOR2014 1 $0 reported 1
Rachel Orlins (former) DIRECTOR2011-2013 1 $0 reported 1
Julie Dalrymple (former) PRESIDENT2011-2012 1 $0 reported 1
George Boyet (former) VICE PRESIDENT2011-2012 1 $0 reported 1
Jim Nord (former) DIRECTOR2011-2012 1 $0 reported 1

People by year

2025 · 15 people listed · 1 paid, $85K · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kaitlyn Scott Moxon Executive Dir43 $85,000$0$0 $85,0001
Kelly Wallace President1 $0$0$0 $01
Hannah Housley Treasurer1 $0$0$0 $01
Liz Alessio Secretary1 $0$0$0 $01
Mayor Scott Sedgely Director1 $0$0$0 $01
John McCormick Director1 $0$0$0 $01
Lisa Massaro Vice-President1 $0$0$0 $01
Dr Sheli Smith Director1 $0$0$0 $01
Tom Fuller Director1 $0$0$0 $01
Brad Wagenknect President1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margaret Wong Director1 $0$0$0 $01
Shannon Murray Kuleto Director1 $0$0$0 $01
Dr Kim Hester Williams Director1 $0$0$0 $01
James JT Thompson Director1 $0$0$0 $01
2024 · 15 people listed · 1 paid, $80K · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kaitlyn Scott Moxon Executive Dir43 $80,000$0$0 $80,0001
Kelly Wallace Vice President1 $0$0$0 $01
Hannah Housley Director1 $0$0$0 $01
Liz Alessio Director1 $0$0$0 $01
Scott Sedgely Director1 $0$0$0 $01
Gordon Huether Director1 $0$0$0 $01
Sandy Sims Secretary1 $0$0$0 $01
Monica Hunter Director1 $0$0$0 $01
Tom Fuller Director1 $0$0$0 $01
Brad Wagenknect President1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margaret Wong Director1 $0$0$0 $01
Shannon Kuleto Director1 $0$0$0 $01
Kim Hester Williams Director1 $0$0$0 $01
John McCormick Director1 $0$0$0 $01
2023 · 15 people listed · 1 paid, $82K · 3 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sheli Smith Executive Dir.43 $81,800$0$0 $81,8001
Kelly Wallace Vice President1 $0$0$0 $01
Hannah Housley Director1 $0$0$0 $01
Liz Alessio Director1 $0$0$0 $01
Scott Sedgely Director1 $0$0$0 $01
Gordon Huether Director1 $0$0$0 $01
Sandy Sims Secretary1 $0$0$0 $01
Monica Hunter Director1 $0$0$0 $01
Tom Fuller Director1 $0$0$0 $01
Brad Wagenknect President1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margaret Wong Director1 $0$0$0 $01
Shannon Kuleto Director1 $0$0$0 $01
Kim Hester Williams Director1 $0$0$0 $01
John McCormick Director1 $0$0$0 $01
2022 · 14 people listed · none paid · 3 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Danielle Barreca Vice President1 $0$0$0 $01
Hannah Housley Director1 $0$0$0 $01
Liz Alessio Director1 $0$0$0 $01
Scott Sedgely Director1 $0$0$0 $01
Gordon Huether Director1 $0$0$0 $01
Sandy Sims Secretary1 $0$0$0 $01
Monica Hunter President1 $0$0$0 $01
Tom Fuller Director1 $0$0$0 $01
Brad Wagenknect President1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Laura Orozco Director1 $0$0$0 $01
Kelly Wallace Director1 $0$0$0 $01
Kim Hester Williams Director1 $0$0$0 $01
Sheli Smith Executive Dir.1 $0$0$0 $01
2021 · 12 people listed · none paid · 2 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Danielle Barreca Vice President1 $0$0$0 $01
Hannah Housley Director1 $0$0$0 $01
Sheli Smith Executive Dir.1 $0$0$0 $01
Liz Alessio Past Exec Dir1 $0$0$0 $01
Scott Sedgely Director1 $0$0$0 $01
Gordon Huether Director1 $0$0$0 $01
Sandy Re Sims Secretary1 $0$0$0 $01
Tom Spaulding President1 $0$0$0 $01
Jim Treadway Director1 $0$0$0 $01
Brad Wagenknect Treasurer1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Laura Orozco Director1 $0$0$0 $01
2020 · 11 people listed · none paid · 2 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Danielle Barreca Director1 $0$0$0 $01
Ricky Hurtado Director1 $0$0$0 $01
Sheli O Smith Executive Dir.1 $0$0$0 $01
Scott Sedgely Director1 $0$0$0 $01
Robb Orr Director1 $0$0$0 $01
Sandy Re Sims Secretary1 $0$0$0 $01
Tom Spaulding President1 $0$0$0 $01
Jim Treadway Director1 $0$0$0 $01
Brad Wagenknect Treasurer1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margie Mohler Treasurer1 $0$0$0 $01
2019 · 11 people listed · none paid · 4 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elizabeth Alessio Executive Dir.30 $0$0$0 $01
Tom Spaulding President10 $0$0$0 $01
Danielle Barreca Director10 $0$0$0 $01
Robb Orr Director10 $0$0$0 $01
Scott Sedgely Director10 $0$0$0 $01
Ricky Hurtado Director10 $0$0$0 $01
Sheli Smith Director10 $0$0$0 $01
Jim Treadway Director10 $0$0$0 $01
Brad Wagenknect Vice President10 $0$0$0 $01
Don Winter Director10 $0$0$0 $01
Margie Mohler Treasurer10 $0$0$0 $01
2018 · 12 people listed · 1 paid, $45K · 2 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Nancy Levenberg Executive Dir.1 $45,337$0$0 $45,3371
Lindsey Gonzalez Vice President1 $0$0$0 $01
Sharon Lampton Secretary1 $0$0$0 $01
Ed Cull Director1 $0$0$0 $01
Scott Sedgely President & CEO1 $0$0$0 $01
Elizabeth Alessio Director1 $0$0$0 $01
John Holt Director1 $0$0$0 $01
Tom Spaulding VP & Secretary1 $0$0$0 $01
Jim Treadway Director1 $0$0$0 $01
Brad Wagenknect Treasurer1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margie Mohler Director1 $0$0$0 $01
2017 · 12 people listed · 1 paid, $47K · 2 employees · 62 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Nancy Levenberg Executive Dir.1 $46,667$0$0 $46,6671
Lindsey Gonzalez Vice President1 $0$0$0 $01
Sharon Lampton Secretary1 $0$0$0 $01
Ed Cull Director1 $0$0$0 $01
Scott Sedgely President & CEO1 $0$0$0 $01
Elizabeth Alessio Director1 $0$0$0 $01
John Holt Director1 $0$0$0 $01
Tom Spaulding VP & Secretary1 $0$0$0 $01
Jim Treadway Director1 $0$0$0 $01
Brad Wagenknect Treasurer1 $0$0$0 $01
Don Winter Director1 $0$0$0 $01
Margie Mohler Director1 $0$0$0 $01
2016 · 13 people listed · none paid · 2 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY MCENERY CO-PRESIDENT1 $0$0$0 $01
FELICIA SHINNAMON CO-PRESIDENT1 $0$0$0 $01
SCOTT SEDGLEY VICE-PRESIDENT1 $0$0$0 $01
ROBIN HART TREASURER1 $0$0$0 $01
SHARON LAMPTON SECRETARY1 $0$0$0 $01
BRAD WAGENKNECHT DIRECTOR1 $0$0$0 $01
MOLLY BRITTON DIRECTOR1 $0$0$0 $01
ED CULL DIRECTOR1 $0$0$0 $01
JOHN HOLT DIRECTOR1 $0$0$0 $01
KEETA LEWIS DIRECTOR1 $0$0$0 $01
CONOR MASSEY DIRECTOR1 $0$0$0 $01
LINDSEY GONZALEZ DIRECTOR1 $0$0$0 $01
JAMES TREADWAY DIRECTOR1 $0$0$0 $01
2015 · 13 people listed · none paid · 2 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY MCENERY CO-PRESIDENT1 $0$0$0 $01
FELICIA SHINNAMON CO-PRESIDENT1 $0$0$0 $01
SCOTT SEDGLEY VICE PRESIDENT1 $0$0$0 $01
ROBIN HART TREASURER1 $0$0$0 $01
SHARON LAMPTON SECRETARY1 $0$0$0 $01
BETTY BORTZ DIRECTOR1 $0$0$0 $01
MOLLY BRITTON DIRECTOR1 $0$0$0 $01
ED CULL DIRECTOR1 $0$0$0 $01
JOHN HOLT DIRECTOR1 $0$0$0 $01
KEETA LEWIS DIRECTOR1 $0$0$0 $01
CONOR MASSEY DIRECTOR1 $0$0$0 $01
LINDSEY POGUE DIRECTOR1 $0$0$0 $01
DON WINTER DIRECTOR1 $0$0$0 $01
2014 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN HOLT PRESIDENT1 $0-$0 $01
FELICIA SHINNAMON VICE PRESIDENT1 $0-$0 $01
ROBIN HART TREASURER1 $0-$0 $01
NANCY MCENERY SECRETARY1 $0-$0 $01
RACHEL ORLINS BERGMAN DIRECTOR1 $0-$0 $01
CONOR MASSEY DIRECTOR1 $0-$0 $01
BETTY BORTZ DIRECTOR1 $0-$0 $01
SHARON LAMPTON DIRECTOR1 $0-$0 $01
KEETA DESTEFANO LEWIS DIRECTOR1 $0-$0 $01
LINDSEY POGUE DIRECTOR1 $0-$0 $01
SCOTT SEDGLEY DIRECTOR1 $0-$0 $01
DON WINTER DIRECTOR1 $0-$0 $01
2013 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOHN HOLT PRESIDENT1 $0-$0 $01
FELICIA SHINNAMON VICE PRESIDENT1 $0-$0 $01
ROBIN HART TREASURER1 $0-$0 $01
NANCY MCENERY SECRETARY1 $0-$0 $01
RACHEL ORLINS DIRECTOR1 $0-$0 $01
CONOR MASSEY DIRECTOR1 $0-$0 $01
BETTY BORTZ DIRECTOR1 $0-$0 $01
SHARON LAMPTON DIRECTOR1 $0-$0 $01
KEETA DESTEFANO LEWIS DIRECTOR1 $0-$0 $01
LINDSEY POGUE DIRECTOR1 $0-$0 $01
SCOTT SEDGLEY DIRECTOR1 $0-$0 $01
DON WINTER DIRECTOR1 $0-$0 $01
2012 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE DALRYMPLE PRESIDENT1 $0-$0 $01
GEORGE BOYET VICE PRESIDENT1 $0-$0 $01
FELICIA SHINNAMON SECRETARY1 $0-$0 $01
ROBIN HART TREASURER1 $0-$0 $01
CONOR MASSEY DIRECTOR1 $0-$0 $01
JIM NORD DIRECTOR1 $0-$0 $01
RACHEL ORLINS DIRECTOR1 $0-$0 $01
JOHN HOLT DIRECTOR1 $0-$0 $01
2011 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE DALRYMPLE PRESIDENT1 $0-$0 $01
GEORGE BOYET VICE PRESIDENT1 $0-$0 $01
FELICIA SHINNAMON SECRETARY1 $0-$0 $01
ROBIN HART TREASURER1 $0-$0 $01
CONOR MASSEY DIRECTOR1 $0-$0 $01
JIM NORD DIRECTOR1 $0-$0 $01
RACHEL ORLINS DIRECTOR1 $0-$0 $01
JOHN HOLT DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

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
2025 · Form 990 period ending 2026-05-31 · view filing · original 990 ↗
$705,499$264,950 $1,172,985$990,575 $551,796$16,089 $73,46130
2024 · Form 990 period ending 2025-05-31 · view filing · original 990 ↗
$209,695$252,682 $814,932$625,962 $104,151$29,381 $80,00030
2023 · Form 990 period ending 2024-05-31 · view filing · original 990 ↗
$217,853$227,045 $1,203,727$1,011,808 $106,408$42,257 $80,000320
2022 · Form 990 period ending 2023-05-31 · view filing · original 990 ↗
$196,181$228,443 $717,410$530,237 $80,908$64,253 $80,000320
2021 · Form 990 period ending 2022-05-31 · view filing · original 990 ↗
$162,625$180,719 $764,572$573,670 $31,717$51,765 $73,954220
2020 · Form 990 period ending 2021-05-31 · view filing · original 990 ↗
$124,418$161,235 $754,747$551,797 $69,224$0 $55,217220
2019 · Form 990 period ending 2020-05-31 · view filing · original 990 ↗
$264,948$291,397 $683,024$520,819 $235,708$5,769 $36,773462
2018 · Form 990 period ending 2019-05-31 · view filing · original 990 ↗
$89,613$116,566 $641,733$531,040 $30,869$17,759 $45,337262
2017 · Form 990 period ending 2018-05-31 · view filing · original 990 ↗
$138,054$153,158 $590,624$571,247 $78,530$2,018 $46,667262
2016 · Form 990 period ending 2017-05-31 · view filing · original 990 ↗
$82,704$134,860 $596,538$577,103 $36,231$0 $0250
2015 · Form 990 period ending 2016-05-31 · view filing · original 990 ↗
$526,770$203,709 $649,558$629,259 $452,251$37,040 $0250
2014 · Form 990EZ period ending 2015-05-31 · view filing · original 990 ↗
$140,286$152,510 $306,220$306,198 $60,936$9,976 ---
2013 · Form 990EZ period ending 2014-05-31 · view filing · original 990 ↗
$137,489$142,506 $318,486$318,421 $42,469$24,797 ---
2012 · Form 990EZ period ending 2013-05-31 · view filing · original 990 ↗
$117,322$135,015 $323,509$323,438 $17,685$27,744 ---
2011 · Form 990EZ period ending 2012-05-31 · view filing · original 990 ↗
$139,966$152,256 $341,098$341,081 $27,929$11,143 ---

Funders of this organization

8 grantors reported grants to this organization, $95,552 in all, tax years 2013 to 2024. 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

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
COMMUNITY PROJECTS INC $44,4503 $20,4502024 2022-2024 Public charity Fuzzy filed as “NAPA COUNTY HISTORICAL SOCIETY”
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $20,2502 $10,1502024 2023-2024 DAF sponsor Exact
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COMMUNITY FOUNDATION OF THE NAPA VALLEY $20,1352 $5,0002015 2014-2015 DAF sponsor Exact
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PAYPAL CHARITABLE GIVING FUND $7,7211 $7,7212024 2024 DAF sponsor Exact
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CALISTOGA CHAMBER OF COMMERCE $2,0001 $2,0002013 2013 Public charity Fuzzy filed as “NAPA COUNTY HISTORICAL SOCIETY”
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BANK OF AMERICA CHARITABLE FOUNDATION INC $5001 $5002013 2013 Private foundation Fuzzy filed as “NAPA COUNTY HISTORICAL SOCIETY”
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AMAZONSMILE FOUNDATION $4364 $1172023 2020-2023 Private foundation Fuzzy filed as “NAPA COUNTY HISTORICAL SOCIETY”
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WILLIAM & FLORA HEWLETT FOUNDATION $601 $602019 2019 Private foundation Fuzzy filed as “NAPA COUNTY HISTORICAL SOCIETY”
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CORONADO HISTORICAL ASSOCIATIONCAA82 $841,826$905,944 Executive Dir.$81,205 Same NTEE code A82, revenue within 2x, same state
FARRINGTON HISTORICAL FOUNDATIONCAA82 $512,050$580,228 VICE PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state
SOUTHERN CALIFORNIA HISTORICAL AVIATION FOUNDATIONCAA82 $638,669$480,447 Executive Director$79,523 Same NTEE code A82, revenue within 2x, same state
HAYWARD AREA HISTORICAL SOCIETYCAA82 $772,366$909,816 EXECUTIVE DIRECTOR$89,734 Same NTEE code A82, revenue within 2x, same state, similar name
AMADOR LIVERMORE VALLEY HISTORICALCAA82 $368,871$357,082 Executive Director$0 Same NTEE code A82, revenue within 2x, same state
MERCED COUNTY HISTORICAL SOCIETY A CALIFORNIA NONPROFIT CORPORATIONCAA82 $559,854$238,775 PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state
SOCIETY OF CALIFORNIA PIONEERSCAA82 $608,535$932,407 EXECUTIVE DIRECTOR$155,248 Same NTEE code A82, revenue within 2x, same state
SANTA BARBARA HISTORICAL MUSEUMCAA82 $1,320,826$1,978,226 EXECUTIVE DIRECTOR$116,763 Same NTEE code A82, revenue within 2x, same state
CABRILLO NATIONAL MONUMENT FOUNDATIONCAA82 $741,909$738,085 Executive Director$135,339 Same NTEE code A82, revenue within 2x, same state
NAPA VALLEY PRESENTSCAA82 $1,288,303$494,868 CHAIR END 5/30$0 Same NTEE code A82, revenue within 2x, same state
CALIFORNIA PRESERVATION FOUNDATIONCAA82 $454,638$463,407 Executive Director$105,533 Same NTEE code A82, revenue within 2x, same state
THE NINTH JUDICIAL CIRCUITCAA82 $416,854$303,783 Executive Dir.$119,304 Same NTEE code A82, revenue within 2x, same state
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MOUNTAINS RESTORATION TRUSTCAA82 $890,844$823,098 TREEPEOPLE EXEC. DIR.$193,045 Same NTEE code A82, revenue within 2x, same state
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LAMBDA ARCHIVES OF SAN DIEGOCAA82 $359,273$371,465 Managing Direct$44,702 Same NTEE code A82, revenue within 2x, same state

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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one $3,288,904107 34DAF sponsor2016–2024 HINGHAM HISTORICAL SOCIETY; FAIRFIELD HISTORICAL SOCIETY; CASTINE HISTORICAL SOCIETY INC; COLUMBIA COUNTY HISTORICAL SOCIETY INC and 30 more
STARK COMMUNITY FOUNDATION INC $2,935,12215 1DAF sponsor2010–2024 STARK COUNTY HISTORICAL SOCIETY
DONOR ADVISED CHARITABLE GIVING $2,933,90588 26DAF sponsor2014–2024 SOCIETY OF CALIFORNIA PIONEERS; LINN COUNTY HISTORICAL SOCIETY; HINGHAM HISTORICAL SOCIETY; HISTORICAL SOCIETY OF BERKS COUNTY and 22 more
HERITAGE FUND OF BARTHOLOMEW COUNTY INC $2,535,44314 1DAF sponsor2012–2025 BARTHOLOMEW COUNTY HISTORICAL SOCIETY
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC $2,133,45515 1DAF sponsor2010–2024 OUTAGAMIE COUNTY HISTORICAL SOCIETY INC
COMMUNITY FOUNDATION FOR NANTUCKET $1,487,7357 1DAF sponsor2017–2025 NORTH ANDOVER HISTORICAL SOCIETY
DAVID AND JANIS LARSON FOUNDATION $1,390,0005 1Private foundation2020–2024 POPE COUNTY HISTORICAL SOCIETY
SAINT PAUL & MINNESOTA FOUNDATION $1,297,40131 4DAF sponsor2010–2025 GOODHUE COUNTY HISTORICAL SOCIETY; BROWN COUNTY HISTORICAL SOCIETY; CARVER COUNTY HISTORICAL SOCIETY INC; MARTIN COUNTY HISTORICAL SOCIETY
MUSKEGON COUNTY COMMUNITY FOUNDATION $1,291,57912 1DAF sponsor2011–2024 MASON COUNTY HISTORICAL SOCIETY INC
GREATER CEDAR RAPIDS COMMUNITY FOUNDATION $1,122,82415 1DAF sponsor2010–2024 LINN COUNTY HISTORICAL SOCIETY
W W W FOUNDATION $1,057,35024 2Private foundation2014–2024 SANTA BARBARA HISTORICAL MUSEUM; SANTA YNEZ VALLEY HISTORICAL SOCIETY
NATIONAL PHILANTHROPIC TR $1,020,70721 11DAF sponsor2014–2024 THOMAS COUNTY HISTORICAL SOCIETY; FAIRFIELD HISTORICAL SOCIETY; CHESTER COUNTY HISTORICAL SOCIETY; MOUNTAINS RESTORATION TRUST and 7 more
NAPA VALLEY PERFORMING ARTS FOUNDATION $968,6583 1Private foundation2023–2023 NAPA VALLEY PRESENTS
TULSA COMMUNITY FOUNDATION $931,68510 1DAF sponsor2012–2024 TULSA HISTORICAL SOCIETY
LORAINE C PIERCE 2 63354 $911,65014 1Private foundation2012–2025 CHESTER COUNTY HISTORICAL SOCIETY

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.

2025 · Form 990 · $264,950 spent · pay $136,957 · grants $0 · events $11,352
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $73,461$36,731$18,365$18,365 27.7%
Other salaries and wages $43,362$43,362$0$0 16.4%
Occupancy $27,856$9,285$9,285$9,285 10.5%
Other (as described)Internship Program $24,004$24,004$0$0 9.1%
Other (as described)Exhibits $17,738$17,738$0$0 6.7%
Payroll taxes $14,034$9,403$2,316$2,315 5.3%
Depreciation and depletion $11,453$3,817$3,817$3,817 4.3%
Other (as described)Property Taxes $9,889$9,889$0$0 3.7%
Fees: accounting $9,163$0$9,163$0 3.5%
Insurance $7,456$2,485$2,485$2,486 2.8%
Pension plan contributions $6,100$3,050$1,525$1,525 2.3%
Conferences, conventions and meetings $5,827$5,827$0$0 2.2%
Information technology $5,532$1,844$1,844$1,844 2.1%
Other (as described) EventBlack History Month Event $5,525$5,525$0$0 2.1%
Advertising and promotion $2,949$2,949$0$0 1.1%
Office expenses $601$0$601$0 0.2%
Total$264,950100%

View the filing

2024 · Form 990 · $252,682 spent · pay $143,597 · grants $0 · events $5,127
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $80,000$60,000$20,000$0 31.7%
Other salaries and wages $39,748$29,811$9,937$0 15.7%
Payroll taxes $22,617$16,963$5,654$0 9.0%
Other (as described)Internship $19,756$19,756$0$0 7.8%
Occupancy $14,603$3,899$10,704$0 5.8%
All other expenses $12,608$12,608$0$0 5.0%
Depreciation and depletion $11,433$3,053$8,380$0 4.5%
Office expenses $10,934$0$10,934$0 4.3%
Other (as described)Gift Shop Purchases (COGS) $9,552$9,552$0$0 3.8%
Fees: accounting $7,531$0$7,531$0 3.0%
Insurance $6,334$0$6,334$0 2.5%
Other (as described)Exhibit Expense $5,922$5,922$0$0 2.3%
Other (as described) EventSpecial Event Expense $4,800$4,800$0$0 1.9%
Fees: management $2,675$0$2,675$0 1.1%
Advertising and promotion $2,610$0$2,610$0 1.0%
Other employee benefits $1,232$0$0$0 0.5%
Conferences, conventions and meetings $327$115$212$0 0.1%
Total$252,682100%

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2023 · Form 990 · $227,045 spent · pay $135,327 · grants $0 · events $7,622
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $80,000$60,000$20,000- 35.2%
Other salaries and wages $45,418$34,064$11,354- 20.0%
Office expenses $15,320-$15,320- 6.7%
Other (as described)Gift Shop purchases(COGS) $13,686$13,686-- 6.0%
Occupancy $13,114$3,506$9,608- 5.8%
Payroll taxes $9,909$7,432$2,477- 4.4%
Other (as described)Internship $8,712$8,712-- 3.8%
Depreciation and depletion $7,189$5,392$1,797- 3.2%
Insurance $7,129-$7,129- 3.1%
Other (as described) EventSpecial Event Expense $7,043$7,043-- 3.1%
Fees: accounting $6,032-$6,032- 2.7%
All other expenses $5,783$5,783-- 2.5%
Other (as described)Exhibit Expense $3,882$3,882-- 1.7%
Advertising and promotion $2,391-$2,391- 1.1%
Fees: other services $822-$822- 0.4%
Conferences, conventions and meetings $579-$579- 0.3%
Interest $36-$36- 0.0%
Total$227,045100%

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2022 · Form 990 · $228,443 spent · pay $135,238 · grants $0 · events $12,047
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $80,000$60,000$20,000- 35.0%
Other salaries and wages $42,124$38,624$3,500- 18.4%
Occupancy $20,499-$20,499- 9.0%
Payroll taxes $13,114-$13,114- 5.7%
Other (as described)Gift Shop purchases(COGS) $11,659$11,659-- 5.1%
Office expenses $10,894-$10,894- 4.8%
Depreciation and depletion $7,573$5,680$1,893- 3.3%
Insurance $6,727-$6,727- 2.9%
All other expenses $6,636$5,958$678- 2.9%
Other (as described)Exhibit Expense $6,574$6,574-- 2.9%
Fees: accounting $6,398-$6,398- 2.8%
Other (as described) EventEvents Expense $5,704$5,704-- 2.5%
Information technology $4,108-$4,108- 1.8%
Conferences, conventions and meetings $3,807-$3,807- 1.7%
Other (as described) EventSpecial Event Expense $2,536$2,536-- 1.1%
Advertising and promotion $90$90-- 0.0%
Total$228,443100%

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2021 · Form 990 · $180,719 spent · pay $107,041 · grants $0 · events $3,183
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $73,954$55,465$18,489- 40.9%
Occupancy $23,333$17,610$5,723- 12.9%
Other (as described)Gift Shop purchases $18,477$18,477-- 10.2%
Payroll taxes $17,575$13,181$4,394- 9.7%
Other salaries and wages $15,512$11,634$3,878- 8.6%
Other (as described)Exhibit Expense $8,988$8,988-- 5.0%
Insurance $5,292$3,969$1,323- 2.9%
Depreciation and depletion $5,075$3,807$1,268- 2.8%
Fees: accounting $3,478-$3,478- 1.9%
Conferences, conventions and meetings $3,183$2,387$796- 1.8%
Interest $1,853$1,390$463- 1.0%
Office expenses $1,166-$1,166- 0.6%
Other (as described)Book Purchases $669$669-- 0.4%
Other (as described)Collections $667$667-- 0.4%
Travel $525$393$132- 0.3%
Fees: management $500-$500- 0.3%
All other expenses $422$325$97- 0.2%
Advertising and promotion $50$37$13- 0.0%
Total$180,719100%

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2020 · Form 990 · $161,235 spent · pay $87,492 · grants $5,887 · events $531
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $55,217$41,413$13,804- 34.2%
Other salaries and wages $25,522$25,522-- 15.8%
Interest $10,775-$10,775- 6.7%
Information technology $9,865$8,003$1,862- 6.1%
Advertising and promotion $8,753$8,753-- 5.4%
Other (as described)Exhibit Exp $8,130$8,130-- 5.0%
Insurance $7,409$7,409-- 4.6%
Payroll taxes $6,603$4,952$1,651- 4.1%
Grants to US organizations and governments $5,887$5,887-- 3.7%
Fees: accounting $5,075-$5,075- 3.1%
Other (as described)Supplies for Histories $4,994$4,994-- 3.1%
Office expenses $4,887-$4,887- 3.0%
Depreciation and depletion $2,490$1,868$622- 1.5%
Occupancy $2,400-$2,400- 1.5%
Other (as described)Postage and Shipping $1,179$884$295- 0.7%
All other expenses $935$835$100- 0.6%
Conferences, conventions and meetings $531-$531- 0.3%
Other (as described)Dues & Subscriptions $433-$433- 0.3%
Other employee benefits $150-$150- 0.1%
Total$161,235100%

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2019 · Form 990 · $291,397 spent · pay $65,147 · grants $0 · events $2,507
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Grant Expenses $187,159$187,159-- 64.2%
Pay: officers, directors, trustees, key employees $36,773$27,580$5,516$3,677 12.6%
Other salaries and wages $23,416$23,416-- 8.0%
Occupancy $11,159$8,369$1,674$1,116 3.8%
Insurance $6,315$4,736$947$632 2.2%
Payroll taxes $4,958$3,719$743$496 1.7%
Depreciation and depletion $4,436$3,327$665$444 1.5%
Office expenses $4,367$3,275$655$437 1.5%
Fees: accounting $4,243$3,182$637$424 1.5%
Information technology $2,369$1,777$355$237 0.8%
Conferences, conventions and meetings $1,320$1,320-- 0.5%
Other (as described) EventMerchandise & Events Expense $1,187$1,187-- 0.4%
Advertising and promotion $1,178$884$176$118 0.4%
Other (as described)Postage and Shipping $1,027$770$154$103 0.4%
Other (as described)Historical Research $697$697-- 0.2%
Interest $421-$421- 0.1%
All other expenses $372$372-- 0.1%
Total$291,397100%

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2018 · Form 990 · $116,566 spent · pay $75,047 · grants $0 · events $3,372
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $45,337$22,669$22,668- 38.9%
Other salaries and wages $20,008$20,008-- 17.2%
Office expenses $11,640$11,640-- 10.0%
Depreciation and depletion $7,891-$7,891- 6.8%
Payroll taxes $5,360$5,360-- 4.6%
Insurance $5,241-$5,241- 4.5%
Fees: other services $4,774$4,774-- 4.1%
Other employee benefits $4,342$4,342-- 3.7%
Fees: accounting $3,671-$3,671- 3.1%
Advertising and promotion $2,133--$2,133 1.8%
Other (as described) EventMerchandise & Events Expense $1,952$1,952-- 1.7%
Conferences, conventions and meetings $1,420-$1,420- 1.2%
Other (as described)Grant Expenses $1,197$1,197-- 1.0%
Other (as described)Postage and Shipping $775$775-- 0.7%
Occupancy $305$305-- 0.3%
Interest $270-$270- 0.2%
Other (as described)Historical Research $183$183-- 0.2%
Fees: investment management $67-$67- 0.1%
Total$116,566100%

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2017 · Form 990 · $153,158 spent · pay $71,054 · grants $0 · events $1,360
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Grant Expenses $47,849$47,849-- 31.2%
Pay: officers, directors, trustees, key employees $46,667--- 30.5%
Other salaries and wages $15,905$15,905-- 10.4%
Occupancy $7,259$7,259-- 4.7%
Depreciation and depletion $5,595--- 3.7%
Payroll taxes $5,329$5,329-- 3.5%
Insurance $3,922$3,922-- 2.6%
Fees: accounting $3,616$3,616-- 2.4%
Other employee benefits $3,153$3,153-- 2.1%
Other (as described)Storage $2,497-$2,497- 1.6%
Information technology $2,495$1,200$1,295- 1.6%
Fees: investment management $2,205-$2,205- 1.4%
Office expenses $1,461$1,461-- 1.0%
Conferences, conventions and meetings $1,360-$1,360- 0.9%
Other (as described)Merchandise $1,083--$1,083 0.7%
Interest $925$925-- 0.6%
Other (as described)Postage and Shipping $903$450-$453 0.6%
All other expenses $502$218$284- 0.3%
Advertising and promotion $241--$241 0.2%
Fees: other services $191$191-- 0.1%
Total$153,158100%

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2016 · Form 990 · $134,860 spent · pay $80,510 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $70,519$70,519-- 52.3%
Fees: other services $29,110$24,183$4,927- 21.6%
Depreciation and depletion $9,268$9,268-- 6.9%
Payroll taxes $6,115$6,115-- 4.5%
Insurance $4,942$4,942-- 3.7%
Occupancy $4,205$4,205-- 3.1%
Other employee benefits $3,876$3,876-- 2.9%
Advertising and promotion $2,723--$2,723 2.0%
Fees: legal $1,647$1,647-- 1.2%
Office expenses $1,252$1,252-- 0.9%
Fees: accounting $900$900-- 0.7%
Interest $303$303-- 0.2%
Total$134,860100%

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2015 · Form 990 · $203,709 spent · pay $94,283 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $83,234$83,234-- 40.9%
Fees: other services $57,643$54,763$2,880- 28.3%
Advertising and promotion $29,511$25,558-$3,953 14.5%
Depreciation and depletion $9,061$9,061-- 4.4%
Payroll taxes $6,762$6,762-- 3.3%
Other employee benefits $4,287$4,287-- 2.1%
Occupancy $3,951$3,951-- 1.9%
Office expenses $2,969$2,969-- 1.5%
Fees: legal $2,805$2,805-- 1.4%
Insurance $2,799$2,799-- 1.4%
Interest $687$687-- 0.3%
Total$203,709100%

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2014 · Form 990EZ · $152,510 spent · pay $76,227 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $76,227 50.0%
Other expenses (detail on Schedule O) $47,796 31.3%
Occupancy, rent, utilities, maintenance $15,313 10.0%
Fees to independent contractors $10,924 7.2%
Printing, publications, postage $2,250 1.5%
Total$152,510100%

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2013 · Form 990EZ · $142,506 spent · pay $64,902 · grants $0 · events $0
LineAs describedTotalShare
Salaries, other pay and benefits $64,902 45.5%
Other expenses (detail on Schedule O) $43,795 30.7%
Fees to independent contractors $17,143 12.0%
Occupancy, rent, utilities, maintenance $15,156 10.6%
Printing, publications, postage $1,510 1.1%
Total$142,506100%

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2012 · Form 990EZ · $135,015 spent · pay $62,015 · grants $0 · events $138
LineAs describedTotalShare
Salaries, other pay and benefits $62,015 45.9%
Other expenses (detail on Schedule O) $48,008 35.6%
Occupancy, rent, utilities, maintenance $17,229 12.8%
Fees to independent contractors $6,539 4.8%
Printing, publications, postage $1,224 0.9%
Fundraising events Eventdirect expenses; gross income -$138reported apart
Total$135,015100%

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2011 · Form 990EZ · $152,256 spent · pay $75,564 · grants $0 · events $4,853
LineAs describedTotalShare
Salaries, other pay and benefits $75,564 49.6%
Other expenses (detail on Schedule O) $54,947 36.1%
Occupancy, rent, utilities, maintenance $12,675 8.3%
Fees to independent contractors $7,569 5.0%
Printing, publications, postage $1,501 1.0%
Fundraising events Eventdirect expenses; gross income -$4,853reported apart
Total$152,256100%

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
2021$0$01
2020$2,000$03
Largest awards · 1 shown
YearAgencyKindProgramDescriptionObligated
2020Small Business AdministrationGrant or other assistanceECONOMIC INJURY DISASTER LOAN EMERGENCY ADVANCE 59.072ECONOMIC INJURY DISASTER GRANT$2,000

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