Nonprofit · EIN 33-0179740
SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $562,365 | $299,653 | $262,712 | $4,835,179 | $40,314 | $4,794,865 |
| June 30, 2025 | 990 | $539,626 | $396,277 | $143,349 | $4,591,810 | $43,160 | $4,548,650 |
| June 30, 2024 | 990 | $478,315 | $374,790 | $103,525 | $4,448,632 | $46,331 | $4,402,301 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $158,439
- of which government grants
- $39,830
- Membership dues
- $14,671
- Program service revenue
- $7,891
- Investment income
- $388,353
- Net rental income
- $1,250
- Net income from fundraising events
- $2,905
- Other revenue
- $7,682
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $139,462
- Salaries, compensation and benefits (total)
- $151,907
- Professional fundraising fees
- $0
- Accounting fees
- $1,670
- Occupancy
- $36,982
- Travel
- $136
- Depreciation
- $25,041
- Program services (functional)
- $98,556
- Management and general (functional)
- $166,140
- Fundraising (functional)
- $34,957
Balance sheet and other
- Total assets, start of year
- $4,591,810
- Total assets, end of year
- $4,835,179
- Total liabilities, end of year
- $40,314
- Net assets, end of year
- $4,794,865
- Land, buildings and equipment
- $373,687
- Publicly traded securities
- $3,585,520
- Net assets without donor restrictions
- $4,794,865
- Gross receipts
- $574,977
- Employees
- 8
- Volunteers
- 37
- Year formed
- 1986
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Li-Rong Lilly Chen | Chairman/President Trustee or director, Officer | 15 | $0 |
| Dr Sheldon Lou | Vice Chair Trustee or director, Officer | 2 | $0 |
| Lily Tou Birmingham | Treasurer Trustee or director, Officer | 25 | $0 |
| Lynn Chou | Secretary Trustee or director, Officer | 1 | $0 |
| Catherine Jones | Director Trustee or director | 1 | $0 |
| Jack Meng | Director Trustee or director | 6 | $0 |
| Dr Robert Stein | Director Trustee or director | 2 | $0 |
| Emily Schell | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Li-Rong Lilly Chen | Chairman/President Trustee or director, Officer | 15 | $0 |
| Dr Sheldon Lou | Vice Chair Trustee or director, Officer | 2 | $0 |
| Lily Tou Birmingham | Treasurer Trustee or director, Officer | 25 | $0 |
| Dr Yi Norman Sun | Secretary Trustee or director, Officer | 1 | $0 |
| Lynn Chou | Director Trustee or director | 4 | $0 |
| Catherine Jones | Director Trustee or director | 1 | $0 |
| Jack Meng | Director Trustee or director | 6 | $0 |
| Dr Robert Stein | Director Trustee or director | 2 | $0 |
| Diane Carlos | Director Trustee or director | 1 | $0 |
| Michael McQuary | Director Trustee or director | 1 | $0 |
| Emily Schell | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Li-Rong Lilly Chen | Chairman/President Trustee or director, Officer | 15 | $0 |
| Dr Sheldon Lou | Vice Chair Trustee or director, Officer | 2 | $0 |
| Lily Birmingham | Treasurer Trustee or director, Officer | 20 | $0 |
| Dr Yi Norman Sun | Secretary Trustee or director, Officer | 1 | $0 |
| Lynn Chou | Director Trustee or director | 1 | $0 |
| Catherine Jones | Director Trustee or director | 1 | $0 |
| Jack Meng | Director Trustee or director | 2 | $0 |
| Dr Robert Stein | Director Trustee or director | 10 | $0 |
| Diane Carlos | Director Trustee or director | 1 | $0 |
| Michael McQuary | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 404 3RD AVE, SAN DIEGO, CA 92101-6803
- Principal officer (990 for 2025)
- Dr Li-Rong Lilly Cheng, 404 3rd Ave, San Diego, CA 921016803
- Signed the 990
- Lily T Birmingham, Treasurer
- Phone
- (619) 338-9888
- Website
- www.sdchm.org
- Return prepared by
- LEE M FORRESTER - CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0179740 or by the name SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM.
- 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
Preservation of the history and heritage of Chinese-Americans in San Diego and the education of people in Chinese-American history. Special exhibits & lectures occur in addition to permanent exhibits.
Program accomplishments
- Preservation of the history and heritage of Chinese-Americans in San Diego and the education of people in Chinese-American history. Special exhibits & lectures occur in addition to permanent exhibits.Expenses $98,556 · revenue $7,891
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0179740
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A500)
- Assets (IRS master file)
- $4,835,179
- Income (IRS master file)
- $574,977
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $562,365 | $299,653 | $4,835,179 | XML |
| 990 | June 2025 | $539,626 | $396,277 | $4,591,810 | XML |
| 990 | June 2024 | $478,315 | $374,790 | $4,448,632 | XML |
| 990 | June 2023 | $1,145,715 | $346,514 | $4,347,803 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 33-0179740).
Questions about SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM
- What is the EIN of SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM?
- The employer identification number (EIN) of SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM is 33-0179740.
- Is SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM 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 DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM?
- The 990 for the year ended June 30, 2026 names Dr Li-Rong Lilly Cheng.
- Who are the officers and directors of SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM?
- The 990 for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO CHINESE HISTORICAL SOCIETY AND MUSEUM have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $562,365, expenses of $299,653 and total assets of $4,835,179 at year end.
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