Nonprofit · EIN 86-6000027
ARIZONA HISTORICAL SOCIETY
Tax-exempt · TUCSON, AZ 85719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,958,144 | $4,164,134 | -$205,990 | $5,222,285 | $0 | $5,222,285 |
| June 30, 2024 | 990 | $4,309,297 | $4,243,618 | $65,679 | $5,428,758 | $0 | $5,428,758 |
| June 30, 2023 | 990 | $4,583,415 | $3,208,120 | $1,375,295 | $6,783,679 | $0 | $6,783,679 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,230,706
- of which government grants
- $2,978,700
- Membership dues
- $49,920
- Program service revenue
- $267,229
- Investment income
- $194,463
- Royalties
- $22,409
- Net rental income
- $234,936
- Net income from fundraising events
- -$863
- Net income from sales of inventory
- $9,264
- Other revenue
- $265,746
Expenses
- Grants and similar amounts paid
- $68,999
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $1,844,262
- Salaries, compensation and benefits (total)
- $2,600,185
- Professional fundraising fees
- $0
- Accounting fees
- $34,321
- Travel
- $32,703
- Program services (functional)
- $4,164,134
Balance sheet and other
- Total assets, start of year
- $5,428,758
- Total assets, end of year
- $5,222,285
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,222,285
- Land, buildings and equipment
- $824,009
- Net assets without donor restrictions
- $5,222,285
- Gross unrelated business income
- -$863
- Gross receipts
- $4,017,533
- Employees
- 42
- Volunteers
- 24
- Year formed
- 1864
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| Dr David Breekner | Director Trustee or director, Officer, Key employee, Highest-paid employee | 92 | $137,500 |
| Rebekah Percival | Assistant Director Officer, Key employee | 84 | $87,360 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr David Breekner | Director Trustee or director, Officer, Key employee, Highest-paid employee | 40 | $138,251 |
| Rebekah Percival | Assistant Director Officer, Key employee | 40 | $88,913 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Linda Whitaker | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 949 E 2ND ST, TUCSON, AZ 85719-4840
- In care of
- % DAVID BREECKNER
- Mailing address (990-N for 2023)
- 949 E 2ND ST, TUCSON AZ 857194840
- Principal officer (990 for 2024)
- David Breeckner, 1300 N College Ave, Tempe, AZ 85288
- Principal officer (990-N for 2023)
- Dr David Breeckner, 1300 N College Ave, Tempe AZ 85288
- Signed the 990
- David L Nagelski, CFO
- Phone
- (520) 628-5774
- Website
- arizonahistoricalsociety.org
Mission
The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.
Program accomplishments
- Education and Outreach Programs: The Arizona Historical Society (AHS) is the institutional sponsor and state coordinator for National History Day (NHD) in Arizona. NHD is a year-long program focused on historical research, analysis, and creative expression for 6th-12th grade students. The experience culminates in a series of contests at the local and state levels and an annual national competition in the nation's capital in June. With NHD, the students become the historians, building their critical thinking skills, analytical abilities, and confidence. NHD-AZ provides workshops, teacher and judge training, history education resources, and project consultation from staff historians and librarians. Overall, we serve thousands of students in the state. The Outreach program serves 68 Certified Historical Institutions across the state of AZ through grants, museum workshops, history presentations, publications, technical assistance, networking opportunities, and the 'Al Merito" award. The program awarded 32 grants to Certified historical Institutions in AZ this year totaling $33,999. It is a centralized resource for educators and parents looking to share AZ history with their students and children. It is a place to find recordings of programs and digital resources of the AHS.Expenses $403,166 · revenue $301,808
- Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating galleries that typically feature exhibits about local stories. In addition to the exhibits, the museums offer different topics of history through lectures, book author signings, night at the museum programs, film screenings, and workshops. Tours help bring history to life and include holiday tours. Each Museum is used as a private rental venue for multiple events.Expenses $3,517,964 · revenue $3,612,401
- Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues includes original research articles, all of which substantially add to our collective knowledge of Arizona history. They also include book reviews of important books on Arizona, western, and U.S. history, allowing our readership to be aware of relevant books of interest. All current issues of the Journal of Arizona History are now also available digitally on the website of Project MUSE, which is the digital publishing arm of Johns Hopkins University Press. In addition, all issues of the Journal of Arizona History are available on JSTOR, an online journal database that is available throughout the United States and around the globe.Expenses $243,004 · revenue $43,935
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-N on file |
IRS record
- EIN
- 86-6000027
- 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)
- Group exemption
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 4056 (1 member organizations)
- Assets (IRS master file)
- $5,222,285
- Income (IRS master file)
- $4,017,533
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,958,144 | $4,164,134 | $5,222,285 | XML |
| 990-N for 2023 Officer: Dr David Breeckner | June 30, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2024 | $4,309,297 | $4,243,618 | $5,428,758 | IRS |
| 990 | June 2023 | $4,583,415 | $3,208,120 | $6,783,679 | XML |
| 990 | June 2022 | $1,318,175 | $3,663,179 | $5,408,384 | IRS |
| 990 | June 2021 | – | – | – | 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 86-6000027).
Questions about ARIZONA HISTORICAL SOCIETY
- What is the EIN of ARIZONA HISTORICAL SOCIETY?
- The employer identification number (EIN) of ARIZONA HISTORICAL SOCIETY is 86-6000027.
- Is ARIZONA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ARIZONA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does ARIZONA 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 ARIZONA HISTORICAL SOCIETY 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 ARIZONA HISTORICAL SOCIETY 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 ARIZONA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names David Breeckner.
- Who are the officers and directors of ARIZONA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $137,500 (Dr David Breekner, Director).
- How much revenue does ARIZONA HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,958,144, expenses of $4,164,134 and total assets of $5,222,285 at year end.
Organizations in its group exemption (1)
- ARIZONA HISTORICAL SOCIETY EIN 86-1015752 · TUCSON, AZ · last filed 990-N for 2025
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