Overview

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Est.

1963

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The San Joaquin County Historical Society is a historic preservation nonprofit based in San Joaquin County that operates the San Joaquin County Historical Society & Museum, focused on preserving and showcasing the county’s agricultural innovation, ingenuity, and diverse histories. In filing year 2025, it reported $3.3M in total revenue and a $1.5M operating budget, with major support from the The Cortopassi Family Foundation and the JA Community Foundation.

Mission Statement

The primary and specific purpose is the discovery, preservation, and dissemination of knowledge about the history of San Joaquin County. The Organization provides educational experiences that showcase the county's traditions of ingenuity, innovation, and invention.
Revenues
$1.4M
Expenses
$1.2M
Net Income:
+$232.7K
Assets
$5.6M
Liabilities
$69K
Net Assets:
+$5.5M
Operating Budget
$1.2M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
5
Median grant size
$5.5K
Largest grant received
$25K
P
Phillip Merlo
Board Member
S
Sue Huffman
Board Member
D
Dillon Delvo
Board Member
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  • 6 funders
  • 57 board & team members
  • 10 historic 990s & financials
  • 6-year operating budget trend
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Frequently Asked Questions

What is San Joaquin County Historical Society’s budget?
In 2024, San Joaquin County Historical Society reported an annual operating budget of around $1.2 million. More detailed financial information is available to registered users.
What causes does San Joaquin County Historical Society support?
San Joaquin County Historical Society supports work in Historic preservation.
Where does San Joaquin County Historical Society operate?
San Joaquin County Historical Society is headquartered in Lodi, CA.
Who funded San Joaquin County Historical Society recently?
In 2024, San Joaquin County Historical Society received grants from THE CORTOPASSI FAMILY FOUNDATION, THE CORTOPASSI FAMILY FOUNDATION, and DONOR ADVISED CHARITABLE GIVING INC. More information on this organization’s funders is available to registered users.
What is the largest grant San Joaquin County Historical Society received in 2024?
The largest grant to San Joaquin County Historical Society in 2024 exceeds $25 thousand.
What is San Joaquin County Historical Society’s reliance on government grants?
San Joaquin County Historical Society relied on government grants for more than 45% of their total revenue in 2024.