Nonprofit · EIN 23-7179176
HISTORY SAN JOSE
Tax-exempt · SAN JOSE, CA 95112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,555,532 | $2,754,176 | -$198,644 | $424,930 | $150,067 | $274,863 |
| June 30, 2024 | 990 | $2,415,840 | $2,219,644 | $196,196 | $927,729 | $99,861 | $827,868 |
| June 30, 2023 | 990 | $1,986,526 | $2,176,770 | -$190,244 | $712,413 | $118,107 | $594,306 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,995,343
- of which government grants
- $1,301,698
- Membership dues
- $21,900
- Program service revenue
- $249,585
- Investment income
- $12,987
- Net rental income
- $292,129
- Net gain from sales of assets
- -$275
- Net income from fundraising events
- $5,488
- Other revenue
- $297,617
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $119,078
- Other salaries and wages
- $1,028,149
- Salaries, compensation and benefits (total)
- $1,363,022
- Professional fundraising fees
- $0
- Accounting fees
- $89,137
- Occupancy
- $548,120
- Travel
- $30,070
- Depreciation
- $80,869
- Program services (functional)
- $2,038,675
- Management and general (functional)
- $592,659
- Fundraising (functional)
- $122,842
Balance sheet and other
- Total assets, start of year
- $927,729
- Total assets, end of year
- $424,930
- Total liabilities, end of year
- $150,067
- Net assets, end of year
- $274,863
- Land, buildings and equipment
- $26,056
- Net assets without donor restrictions
- -$17,744
- Net assets with donor restrictions
- $292,607
- Gross receipts
- $2,614,062
- Employees
- 33
- Volunteers
- 60
- Year formed
- 1972
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SCHROH JR | PRESIDENT & CEO Officer | 40 | $119,077 |
| VAUGHN KLEBIG | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| MICHELLE COVERT | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| JOHN KOEPLIN | TREASURER Trustee or director, Officer | 1 | $0 |
| LYDIA HEINRICH | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICK HAMMON | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PARKHURST | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG LINCOLN | DIRECTOR Trustee or director | 1 | $0 |
| DARLENE TENES | DIRECTOR Trustee or director | 1 | $0 |
| SHANNON WASS | DIRECTOR Trustee or director | 1 | $0 |
| JAY ALEXANDER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SCHROH JR | PRESIDENT & CEO Officer | 40 | $116,388 |
| LIAM OCONNOR | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| VAUGHN KLEBIG | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOHN KOEPLIN | TREASURER Trustee or director, Officer | 1 | $0 |
| MICHELLE COVERT | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICK HAMMON | DIRECTOR Trustee or director | 1 | $0 |
| LYDIA HEINRICH | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PARKHURST | DIRECTOR Trustee or director | 1 | $0 |
| DARLENE TENES | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM SCHROH | PRESIDENT & CEO Officer | 40 | $116,011 |
| LIAM OCONNOR | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| VAUGHN KLEBIG | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JOHN KOEPLIN | TREASURER Trustee or director, Officer | 1 | $0 |
| ANITA STEBURG | SECRETARY Trustee or director, Officer | 1 | $0 |
| PATRICK HAMMON | DIRECTOR Trustee or director | 1 | $0 |
| LYDIA HEINRICH | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PARKHURST | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 SENTER RD, SAN JOSE, CA 95112-2599
- Principal officer (990 for 2024)
- WILLIAM SCHROH JR, 1650 SENTER ROAD, SAN JOSE, CA 95112
- Signed the 990
- WILLIAM SCHROH JR, PRESIDENT & CEO
- Phone
- (408) 287-2290
- Website
- WWW.HISTORYSANJOSE.ORG
- Return prepared by
- BRYMAR CPA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7179176 or by the name HISTORY SAN JOSE.
- 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
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.
Program accomplishments
- HISTORY SAN JOSE CATALYZES CURIOSITY FOR THOUSANDS OF YOUNG LEARNERS THROUGH OUR NINE IMMERSIVE FIELD TRIP PROGRAMS. IN THE 2024-2025 SCHOOL YEAR, OUR EDUCATION TEAM ENGAGED OVER 10,000 STUDENTS, INCLUDING OVER 400 VIRTUAL FIELD TRIP ATTENDEES. HISTORY SAN JOSE HOSTS PUBLIC PROGRAMS INCLUDING BOOK TALKS, CULTURAL CELEBRATIONS, AND FESTIVALS. IN FISCAL YEAR 2025 WE CONTINUED TO BUILD AND EXPAND ON PREVIOUS EVENTS LIKE THE SPIRIT OF 45, LIVING HISTORY DAY; WOMENS HERITAGE DAY, SJ ROOTS, AND CARS IN THE PARK. HISTORY SAN JOSE BUILT UP PUBLIC AWARENESS OF OUR WALKING TOURS OF HISTORY PARK AND THE PERALTA ADOBEFALLON HOUSE, OFFERING TAILORED EXPERIENCES FOR GROUPS OF ALL AGES AND INTERESTS. THESE PERSONALIZED TOURS PROVIDE BEHIND-THE-SCENES STORIES, HANDS-ON HISTORY, AND DEEPER CONNECTIONS TO THE PEOPLEExpenses $2,038,675 · revenue $249,585
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7179176
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A540)
- Assets (IRS master file)
- $424,930
- Income (IRS master file)
- $2,614,062
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,555,532 | $2,754,176 | $424,930 | IRS |
| 990 | June 2024 | $2,415,840 | $2,219,644 | $927,729 | IRS |
| 990 | June 2023 | $1,986,526 | $2,176,770 | $712,413 | XML |
| 990 | June 2022 | $1,584,956 | $1,572,145 | $929,440 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 23-7179176).
Questions about HISTORY SAN JOSE
- What is the EIN of HISTORY SAN JOSE?
- The employer identification number (EIN) of HISTORY SAN JOSE is 23-7179176.
- Is HISTORY SAN JOSE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to HISTORY SAN JOSE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORY SAN JOSE 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 HISTORY SAN JOSE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORY SAN JOSE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HISTORY SAN JOSE?
- The 990 for the year ended June 30, 2025 names WILLIAM SCHROH JR.
- Who are the officers and directors of HISTORY SAN JOSE?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $119,077 (WILLIAM SCHROH JR, PRESIDENT & CEO).
- How much revenue does HISTORY SAN JOSE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,555,532, expenses of $2,754,176 and total assets of $424,930 at year end.
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All nonprofits in SAN JOSE · California · Arts, culture and humanities