SAN JOAQUIN COUNTY HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

SAN JOAQUIN COUNTY HISTORICAL SOCIETY

EIN 94-1636086 · Historical Societies & Historic Preservation (A82)

What they do

The San Joaquin County Historical Society & Museum Engages and Inspires People and Communities By Preserving and Showcasing The Agricultural Innovation, Ingenuity, and Diverse Histories of Our County.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $65.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

29.45%of revenue went to mission work65.2% of expenses · Program services

3.97%of revenue went to fundraising8.8% of expenses

$45.17spent for every $100 of revenueRevenue covered expenses this year.

11.76%of revenue went to management and office costs26.0% of expenses

$7.15in assets for every $1 spent this yearSome assets cannot be spent right away.

87.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $143,817 for PHILLIP MERLO (EXECUTIVE DIR.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,269,285

Mission workProgram services$962,68129.45% of revenue65.2% of expenses

ManagementOffice and general costs$384,37811.76% of revenue26.0% of expenses

FundraisingAsking for donations$129,7043.97% of revenue8.8% of expenses

Revenue left after expensesReported annual surplus$1,792,52254.83% of revenueShown in gray on the chart

Total expenses$1,476,76345.17% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 65.2% mission · 26.0% management · 8.8% fundraisingTotal expenses: 45.17% of revenue

2023Expense mix: 65.0% mission · 25.1% management · 9.9% fundraisingTotal expenses: 83.64% of revenue

2022Expense mix: 67.9% mission · 23.0% management · 9.1% fundraisingTotal expenses: 98.16% of revenue

2021Expense mix: 66.5% mission · 25.3% management · 8.2% fundraisingTotal expenses: 102.29% of revenue

2020Expense mix: 67.2% mission · 29.4% management · 3.4% fundraisingTotal expenses: 50.12% of revenue

2019Expense mix: 70.0% mission · 25.0% management · 5.0% fundraisingTotal expenses: 125.20% of revenue

2018Expense mix: 76.8% mission · 20.7% management · 2.5% fundraisingTotal expenses: 66.50% of revenue

2017Expense mix: 74.1% mission · 24.1% management · 1.9% fundraisingTotal expenses: 103.27% of revenue

Money in and money out

Revenue$3,269,285

Expenses$1,476,763

Annual surplus $1,792,522 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$962,681 · 65.2% of expenses

Management and office costs$384,378 · 26.0% of expenses

Fundraising$129,704 · 8.8% of expenses

See all reported dollar amounts

Revenue$3,269,285

Expenses$1,476,763

Assets$10,554,006

Income$5,722,427

Contributions$2,857,234

Mission work (program services)$962,681

Fundraising$129,704

Management and general$384,378

Executive compensation (total)$74,427

Stocks and bonds$6,489,188

Accounting fees$51,500

Investing fees$40,541

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PHILLIP MERLOEXECUTIVE DIR. · 40 hrs/week $143,817Base $83,092 · Other $60,725

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

PHILLIP MERLOEXECUTIVE DIR.

LINDA DERIVIPRESIDENT

WILLIAM MAXWELLTRUSTEE

WILLIAM BURNSTRUSTEE

VICKI GALLEGOTRUSTEE

VAL ACOBATRUSTEE

THOMAS SHEPARD SRTRUSTEE

SUSAN DE POLOTRUSTEE

ROBIN WOODTRUSTEE

ROBERT FERGUSONTRUSTEE

MATTHEW AMENTRUSTEE

MARY-ELIZABETH EBERHARDTTRUSTEE

ANDY PINASCOTRUSTEE

JUAN BARROSOTRUSTEE

JANWYN FUNAMURATRUSTEE

JANICE TAKAHASHITRUSTEE

GILLIAN MURPHYTRUSTEE

GERALD STROOTMANTRUSTEE

DILLON DELVOTRUSTEE

DAVID SILVATREASURER

BRETT DIEDEVICE PRESIDENT

BRETT BAKERTRUSTEE

BONNER MENDEZSECRETARY

ANNETTE SANCHEZTRUSTEE

About this charity

Recognized since: January 1967
Location: 44 N SAN JOAQUIN ST STE 550, STOCKTON, CA 95202-2925
County: San Joaquin
In care of: Phillip Merlo
Primary officer: Phillip Merlo, Executive Dir.

How to reach them

WebsiteVisit the charity’s website Emailinfo@sanjoaquinhistory.org Phone(209) 331-2055

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CROCE SANGUINETTI & VANDER VEEN INC
NTEE classification: Historical Societies & Historic Preservation (A82)
IRS tax category: Historical Societies & Historic Preservation