2025-01-21T18:24:58-06:00 2023-06-30 932001788 BRYMAR CPA LLP 17 ASPEN WAY WATSONVILLE CA 95076 990 2022-07-01 237179176 HISTORY SAN JOSE HIST 4089181053 1650 SENTER ROAD SAN JOSE CA 95112 WILLIAM SCHROH PRESIDENT & CEO 4089181053 2025-01-20 1 0 MICHAEL J BRYANT P01568974 8312881720 2025-01-20 2022 2024-10-15 13:58:12Z WILLIAM SCHROH 1650 SENTER ROAD SAN JOSE CA 95112 1986526 0 X WWW.HISTORYSANJOSE.ORG X 1972 CA PRESERVING HISTORY OF SAN JOSE. 7 7 7 30 0 0 1269701 1554630 198948 244832 756 777 115551 186287 1584956 1986526 2500 0 0 0 825476 917966 0 0 92867 744169 1258804 1572145 2176770 12811 -190244 929440 712413 145390 118107 784050 594306 X 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. 0 0 1544939 244832 HISTORY SAN JOSES 22/23 ACHIEVEMENTS INCLUDED ONGOING EDUCATIONAL PROGRAMMING FOR 2ND - 5TH GRADE SCHOOL CHILDREN. DURING THE PANDEMIC, HSJ WAS ABLE TO ACHIEVE SUCCESS IN PRESENTING VIRTUAL PROGRAMMING SO THAT DISTRICTS WERE ABLE TO OFFER QUALITY VIRTUAL EDUCATIONAL PROGRAMMING UNTIL STUDENTS ARE ABLE TO RESUME ON SITE PROGRAMMING. IN ADDITION TO SCHOOLS VIRTUAL PROGRAMMING, HSJ OFFERED VIRTUAL ADULT PUBLIC PROGRAMMING, ACHIEVING EDUCATIONAL GOALS DURING THIS TIME. DURING 22/23, HSJ COLLABORATED WITH BAYMEC TO PRESENT A NEW EXHIBIT, COMING OUT: 50 YEARS OF QUEER RESISTANCE & RESILIENCE IN SILICON VALLEY.HISTORY PARK IS A 14-ACRE OUTDOOR SETTING, HSJ ALLOWED SOME GROUPS TO GATHER ON SITE WHILE COMPLYING WITH AND MONITORING STATE, COUNTY, AND CITY COVID REQUIREMENTS AT ALL TIMES. HSJ WAS ABLE TO MAINTAIN FINANCIAL STABILITY THROUGH MEMBERSHIP, GRANTS AND LOANS TO KEEP CURRENT STAFF WHILE ADDING TWO FULLTIME STAFF POSITIONS TO ACCOMMODATE MARKETING AND EVENT SITE USE. 1544939 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 1 1 0 CA X X WILLIAM SCHROH 4089181053 1650 SENTER ROAD SAN JOSE CA 95112 LIAM OCONNOR BOARD CHAIR 1.00 X X 0 0 0 VAUGHN KLEBIG VICE CHAIR 1.00 X X 0 0 0 JOHN KOEPLIN TREASURER 1.00 X X 0 0 0 ANITA STEBURG SECRETARY 1.00 X X 0 0 0 PATRICK HAMMON DIRECTOR 1.00 X 0 0 0 LYDIA HEINRICH DIRECTOR 1.00 X 0 0 0 ANDREW PARKHURST DIRECTOR 1.00 X 0 0 0 WILLIAM SCHROH PRESIDENT & CEO 40.00 X 116011 0 0 116011 0 0 1 0 0 0 PG & E 300 LAKESIDE DRIVE OAKLAND CA 94612 UTILITIES 139853 1 43600 38200 1018776 454054 1554630 PROGRAM FEE 713990 235050 235050 SALES 459900 9782 9782 244832 777 777 142957 0 142957 142957 142957 39444 38200 0 39444 39444 REBATES AND REDEMPTION 900099 3886 3886 3886 1986526 244832 0 187064 X 116011 29003 58005 29003 669637 577306 60152 32179 13990 8562 5428 60934 31821 23136 5977 57394 41912 14310 1172 50046 50046 359591 158198 187890 13503 3051 3039 12 124375 103178 18502 2695 344836 339395 579 4862 54540 40048 14492 80869 80869 50157 50157 EXHIBIT COSTS 121586 121586 DUES AND OTHER CHARGES 68406 39955 24975 3476 EQUIPMENT AND REPAIRS 1166 598 568 MISCELLANEOUS 181 181 2176770 1544939 538964 92867 1527 7262 395007 276782 13749 2884 2884 24248 14328 1964676 1553519 492025 411157 929440 712413 115625 118107 29765 145390 118107 X 605486 415742 178564 178564 784050 594306 929440 712413 -190244 500 0 X 0 1 X 0 0 X 1286394 1147764 1362448 1269701 1554630 6620937 48000 48000 48000 48000 48000 240000 1334394 1195764 1410448 1317701 1602630 6860937 753065 6107872 1820 1794 2411 756 777 7558 231975 20424 16267 115432 182401 566499 7434994 1288718 0.82150 0.90140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138425 138425 138425 138425 127226 11199 138425 127226 127226 127226 127226 1.00000 0 0 1368205 1023692 344513 245546 183301 62245 350925 346526 4399 411157 X 2034526 48000 48000 1986526 0 1986526 2224770 48000 48000 2176770 0 2176770 PART X, LINE 2: 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, 2023 MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS. 77644 38200 39444 77644 38200 39444 39444 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE SENIOR ACCOUNTANT AND CEO FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY AT THE START OF THE NEW FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 BOARD APPROVAL FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SUPPORT:CONTRACT LABOR: PROGRAM SERVICE EXPENSES 41,473. MANAGEMENT AND GENERAL EXPENSES 49,257. FUNDRAISING EXPENSES 3,540. TOTAL EXPENSES 94,270. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 116,725. MANAGEMENT AND GENERAL EXPENSES 138,633. FUNDRAISING EXPENSES 9,963. TOTAL EXPENSES 265,321.