Nonprofit · EIN 23-7086386
SAN JUAN CAPISTRANO HISTORICAL SOCIETY
Tax-exempt · SAN JUAN CAPO, CA 92675
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $89,908 | $140,384 | -$50,476 | $978,632 | $0 | $978,632 |
| March 31, 2024 | 990 | $113,383 | $184,081 | -$70,698 | $1,029,253 | $145 | $1,029,108 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $64,288
- Membership dues
- $1,540
- Program service revenue
- $1,054
- Investment income
- $5,315
- Net income from fundraising events
- $17,359
- Other revenue
- $19,251
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $45,513
- Salaries, compensation and benefits (total)
- $48,908
- Professional fundraising fees
- $0
- Accounting fees
- $4,452
- Depreciation
- $30,446
- Program services (functional)
- $128,807
- Management and general (functional)
- $11,577
Balance sheet and other
- Total assets, start of year
- $1,029,253
- Total assets, end of year
- $978,632
- Total liabilities, end of year
- $0
- Net assets, end of year
- $978,632
- Land, buildings and equipment
- $727,596
- Net assets without donor restrictions
- $279,083
- Net assets with donor restrictions
- $699,549
- Gross receipts
- $103,728
- Employees
- 1
- Volunteers
- 20
- Year formed
- 1964
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM OSTENSEN | PRESIDENT Trustee or director, Officer | 12 | $0 |
| STEVE BEHMERWOHLD | 1ST VICE PRES. Trustee or director, Officer | 12 | $0 |
| BART MOORE | TREASURER Trustee or director, Officer | 8 | $0 |
| MARK ROTTMANN | RECORDING SECRETARY Trustee or director, Officer | 8 | $0 |
| JAN SIEGEL | 2ND VICE PRES. Trustee or director, Officer | 12 | $0 |
| WARREN SIEGEL | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE OEDERERK | DIRECTOR Trustee or director | 0.5 | $0 |
| MONICA MUKAI | DIRECTOR Trustee or director | 0.5 | $0 |
| ANN RONAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES LANDELL REID | DIRECTOR Trustee or director | 0.5 | $0 |
| DANIEL EVANS | DIRECTOR Trustee or director | 0.5 | $0 |
| TED ROSENFELDT | DIRECTOR Trustee or director | 0.5 | $0 |
| JJ ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM OSTENSEN | PRESIDENT Trustee or director, Officer | 12 | $0 |
| STEVE BEHMERWOHLD | 1ST VICE PRES. Trustee or director, Officer | 12 | $0 |
| BART MOORE | TREASURER Trustee or director, Officer | 8 | $0 |
| MARK ROTTMANN | RECORDING SECRETARY Trustee or director, Officer | 8 | $0 |
| JAN SIEGEL | 2ND VICE PRES. Trustee or director | 12 | $0 |
| WARREN SIEGEL | DIRECTOR Trustee or director | 0.5 | $0 |
| STEVE OEDERERK | DIRECTOR Trustee or director | 0.5 | $0 |
| MONICA MUKAI | DIRECTOR Trustee or director | 0.5 | $0 |
| ANN RONAN | DIRECTOR Trustee or director | 0.5 | $0 |
| JAMES LANDELL REID | DIRECTOR Trustee or director | 0.5 | $0 |
| DANIEL EVANS | DIRECTOR Trustee or director | 0.5 | $0 |
| TED ROSENFELDT | DIRECTOR Trustee or director | 0.5 | $0 |
| JJ ANDERSON | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 31831 LOS RIOS ST, SAN JUAN CAPO, CA 92675-3115
- Principal officer (990 for 2024)
- BART MOORE, 31831 LOS RIOS STREET, SAN JUAN CAPISTRANO, CA 92675
- Signed the 990
- BART MOORE, TREASURER
- Phone
- (949) 493-8444
- Return prepared by
- EIDE BAILLY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7086386 or by the name SAN JUAN CAPISTRANO HISTORICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PRESERVE AND ARCHIVE THE HISTORY AND HERITAGE OF SAN JUAN CAPISTRANO.
Program accomplishments
- OPERATION OF A FREE MUSEUM OPEN TO THE PUBLIC TO HOUSE THE ARCHIVES WHICH INCLUDE A 6000 PLUS PHOTO COLLECTION, LIBRARY, GENEALOGICAL RECORDS, ORAL HISTORIES, ARTIFACTS AND GENERAL FILES, ALL OF WHICH ARE AVAIALBLE TO RESEARCHERS, MEDIA AND STUDENTS.Expenses $33,699 · revenue $1,054
- GENERAL MEETINGS EACH YEAR WITH HISTORICAL BASED PROGRAMS.Expenses $466
- LOS RIOS HISTORICAL CENTER REHABILITATION PROJECT AND WALKING TOURS OF HISTORIC ADOBES - RAISE FUNDS FOR THE REHABILITATIN OF HISTORIC STRUCTURES TO BECOME MUSEUMS FOR HISTORICAL DEPICTIONS, ARCHIVAL RESOURCES, GALLERIES AND SPECIAL EVENTS.Expenses $94,642 · revenue $1,892
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7086386
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $978,632
- Income (IRS master file)
- $103,728
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $89,908 | $140,384 | $978,632 | XML |
| 990 | March 2024 | $113,383 | $184,081 | $1,029,253 | XML |
| 990 | March 2023 | $146,393 | $169,915 | $1,099,951 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7086386).
Questions about SAN JUAN CAPISTRANO HISTORICAL SOCIETY
- What is the EIN of SAN JUAN CAPISTRANO HISTORICAL SOCIETY?
- The employer identification number (EIN) of SAN JUAN CAPISTRANO HISTORICAL SOCIETY is 23-7086386.
- Is SAN JUAN CAPISTRANO HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to SAN JUAN CAPISTRANO HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN JUAN CAPISTRANO HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN JUAN CAPISTRANO HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN JUAN CAPISTRANO HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SAN JUAN CAPISTRANO HISTORICAL SOCIETY?
- The 990 for the year ended March 31, 2025 names BART MOORE.
- Who are the officers and directors of SAN JUAN CAPISTRANO HISTORICAL SOCIETY?
- The 990 for the year ended March 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SAN JUAN CAPISTRANO HISTORICAL SOCIETY have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $89,908, expenses of $140,384 and total assets of $978,632 at year end.
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