Nonprofit · EIN 68-0016431
WALNUT CREEK HISTORICAL SOCIETY
Tax-exempt · WALNUT CREEK, CA 94598
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $215,255 | $219,269 | -$4,014 | $1,144,396 | $93,726 | $1,050,670 |
| December 31, 2023 | 990 | $292,954 | $245,486 | $47,468 | $1,032,619 | $43,550 | $989,069 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $57,170
- of which government grants
- $10,000
- Membership dues
- $3,217
- Program service revenue
- $97,998
- Investment income
- $29,995
- Net income from fundraising events
- $28,382
- Net income from gaming
- $1,463
- Net income from sales of inventory
- $247
- Other revenue
- $30,092
Expenses
- Grants and similar amounts paid
- $2,500
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $90,282
- Salaries, compensation and benefits (total)
- $98,681
- Professional fundraising fees
- $0
- Accounting fees
- $3,569
- Occupancy
- $11,052
- Program services (functional)
- $136,675
- Management and general (functional)
- $55,578
- Fundraising (functional)
- $27,016
Balance sheet and other
- Total assets, start of year
- $1,032,619
- Total assets, end of year
- $1,144,396
- Total liabilities, end of year
- $93,726
- Net assets, end of year
- $1,050,670
- Net assets without donor restrictions
- $1,050,670
- Gross receipts
- $301,597
- Employees
- 7
- Volunteers
- 45
- Year formed
- 1967
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrea Baldacci | President Trustee or director, Officer | 4 | $0 |
| Maggie Hughs | Director Trustee or director, Officer | 2 | $0 |
| Pam O'Donnell | Treasurer Trustee or director, Officer | 1 | $0 |
| Teresa Wenzel | Secretary Trustee or director, Officer | 1 | $0 |
| Ted Dobbs | Director Trustee or director, Officer | 2 | $0 |
| Corinne Coffrinni | Director Trustee or director, Officer | 3 | $0 |
| Kristen Mendelson | Director Trustee or director, Officer | 3 | $0 |
| James Roachelle | Director Trustee or director, Officer | 1 | $0 |
| Mark Brown | Director Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrea Baldacci | Co-President Trustee or director, Officer | 4 | $0 |
| Maggie Hughs | Co-President Trustee or director, Officer | 2 | $0 |
| Pam O'Donnell | Treasurer Trustee or director, Officer | 1 | $0 |
| Kristin Mendelson | Secretary Trustee or director, Officer | 1 | $0 |
| Ted Dobbs | Director Trustee or director | 2 | $0 |
| Corinne Coffrinni | Director Trustee or director | 3 | $0 |
| Teresa Wenzel | Director Trustee or director | 3 | $0 |
| James Roachelle | Director Trustee or director | 1 | $0 |
| Mark Brown | Vice President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2660 YGNACIO VALLEY RD, WALNUT CREEK, CA 94598-3445
- Principal officer (990 for 2024)
- Pamela O'Donnell
- Signed the 990
- Pamela O'Donnell, Treasurer
- Phone
- (925) 935-7871
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0016431 or by the name WALNUT CREEK 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
The Walnut Creek Historical Society is a proactive organization that works with the local community and government to carry out its mission to preserve and interpret local history of Walnut Creek in Northern California. Building connections and pride, the Society welcomes support and participation of the community. Members of the Walnut Creek Historical Society receive a quarterly newsletter, announcements of special events, and a discount on items sold at the museum.
Program accomplishments
- THE WALNUT CREEK HISTORICAL SOCIETY OPERATES THE SHADELANDS RANCH MUSEUM AND SUPPORTS THE EFFORTS OF THE COMMUNITY MEMBERS TO EXPAND THEIR UNDERSTANDING OF LOCAL HISTORY. THE MUSEUM IS ON THE NATIONAL REGISTER OF HISTORIC PLACES AND BELONGS TO THE CITY OF WALNUT CREEK. THE MUSEUM IS OPEN TO THE PUBLIC FOR TOURS AND ALSO HOUSES A RICH ARCHIVE OF CONTRA COSTA AND WALNUT CREEK HISTORY IN ITS COLLECTIONS OF OLD NEWSPAPERS, PHOTOGRAPHS AND GOVERNMENT RECORDS THAT IS MADE AVAILABLE TO THE PUBLIC FOR RESEARCH. THE HISTORICAL SOCIETY ALSO OFFERS WALKING TOURS OF DOWNTOWN HERITAGE SITES TO THE PUBLIC, RUNS EDUCATIONAL PROGRAMS FOR AREA ELEMENTARY SCHOOLS (ONSITE AT THE MUSEUM AS WELL AS THROUGH DOWNTOWN WALKING TOURS), HOLDS AN ANNUAL HOLIDAY FAIRE AND HOLIDAY TEAS, AND RENTS OUT THE GROUNDS OF THE MUSEUM FOR PRIVATE EVENTS.Expenses $136,675 · grants $2,500 · revenue $97,998
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0016431
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $1,144,396
- Income (IRS master file)
- $301,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $215,255 | $219,269 | $1,144,396 | XML |
| 990 | December 2023 | $292,954 | $245,486 | $1,032,619 | XML |
| 990 | December 2022 | $287,149 | $257,163 | $1,016,871 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 68-0016431).
Questions about WALNUT CREEK HISTORICAL SOCIETY
- What is the EIN of WALNUT CREEK HISTORICAL SOCIETY?
- The employer identification number (EIN) of WALNUT CREEK HISTORICAL SOCIETY is 68-0016431.
- Is WALNUT CREEK HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to WALNUT CREEK HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALNUT CREEK 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 WALNUT CREEK HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALNUT CREEK HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WALNUT CREEK HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names Pamela O'Donnell.
- Who are the officers and directors of WALNUT CREEK HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does WALNUT CREEK HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $215,255, expenses of $219,269 and total assets of $1,144,396 at year end.
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All nonprofits in WALNUT CREEK · California · Arts, culture and humanities