Nonprofit · EIN 94-0385620
CALIFORNIA HISTORICAL SOCIETY
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,326,310 | $7,535,302 | -$2,208,992 | $0 | $0 | $0 |
| June 30, 2024 | 990 | $6,609,261 | $2,470,929 | $4,138,332 | $2,439,598 | $265,685 | $2,173,913 |
| June 30, 2023 | 990 | $345,374 | $2,151,738 | -$1,806,364 | $3,179,227 | $5,077,547 | -$1,898,320 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,391,443
- Program service revenue
- $2,539
- Investment income
- -$67,672
- Net gain from sales of assets
- -$86,609
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $501,858
- Salaries, compensation and benefits (total)
- $536,503
- Professional fundraising fees
- $0
- Legal fees
- $185,798
- Accounting fees
- $31,929
- Occupancy
- $235,988
- Travel
- $1,169
- Depreciation
- $4,879
- Program services (functional)
- $454,667
- Management and general (functional)
- $7,080,635
Balance sheet and other
- Total assets, start of year
- $2,439,598
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $5,439,635
- Employees
- 4
- Volunteers
- 8
- Year formed
- 1871
- 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 | Other / benefits |
|---|---|---|---|---|
| Jen Whitley | Interim CEO Officer | 40 | $151,778 | $12,640 |
| Tony Gonzalez | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Glenn Snyder | Vice Chair Trustee or director, Officer | 0.75 | $0 | $0 |
| John Brown | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 |
| Jan Berckefeldt | Secretary Trustee or director | 0.5 | $0 | $0 |
| Tracy Butts | Trustee Trustee or director | 0.25 | $0 | $0 |
| William Deverell | Trustee Trustee or director | 0.5 | $0 | $0 |
| Linda C Elliott | Trustee Trustee or director | 0.25 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jen Whitley | Interim CEO Officer | 40 | $180,416 |
| Tony Gonzalez | Chair Trustee or director, Officer | 1 | $0 |
| Glenn Snyder | Vice Chair Trustee or director, Officer | 0.75 | $0 |
| John Brown | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Jan Berckefeldt | Secretary Trustee or director | 0.5 | $0 |
| Tracy Butts | Trustee Trustee or director | 0.25 | $0 |
| Michael Carson | Trustee Trustee or director | 0.25 | $0 |
| William Deverell | Trustee Trustee or director | 0.5 | $0 |
| Linda C Elliott | Trustee Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jen Whitley | CEO Officer | 40 | $152,000 |
| Tony Gonzalez | Chair Trustee or director, Officer | 4 | $0 |
| Glenn Snyder | Vice Chair Trustee or director, Officer | 4 | $0 |
| John Brown | Treasurer Trustee or director, Officer | 4 | $0 |
| Clifford Trafzer | Secretary Trustee or director, Officer | 4 | $0 |
| Jan Berckefeldt | Trustee Trustee or director | 2 | $0 |
| Tracy Butts | Trustee Trustee or director | 2 | $0 |
| Michael Carson | Trustee Trustee or director | 2 | $0 |
| William Deverell | Trustee Trustee or director | 2 | $0 |
| Linda C Elliott | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 678 MISSION ST, SAN FRANCISCO, CA 94105-4014
- Principal officer (990 for 2024)
- Jen Whitley, 678 MISSION STREET, SAN FRANCISCO, CA 94105
- Signed the 990
- Jen Whitley, Interim CEO
- Phone
- (415) 357-1848
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-0385620 or by the name CALIFORNIA 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
Our vision is to inspire and empower people to make Californias richly diverse past a meaningful part of their contemporary lives.
Program accomplishments
- Library & CollectionsThe CHS Collection represents the environmental, economic, social, political, and cultural heritage of the entire state of California, including materials from outside California that contribute to a greater understanding of the state and its people.The collection comprises a diverse body of materials documenting the history of the state, including: books and pamphlets; manuscript collections; photographs; printed ephemera, periodicals, posters, broadsides, maps, and newspapers; the Kemble Collection on Western Printing and Publishing; works of art, including paintings, drawings, and lithographs; and artifacts and costumes.Expenses $454,667 · revenue $2,539
- Dissolution-----------On July 2, 2024, the Societys Board of Directors voted to dissolve California Historical Society. On July 8, 2024, the Society entered into an Asset Transfer Agreement (the Agreement) with The Board of Trustees of the Leland Stanford Junior University (Stanford). Under the terms of this Agreement, the Society will transfer all of its assets, including cash, various books and records, collections, library and archival materials, fine arts, artifacts, and any other objects, as well as the Societys intellectual and intangible properties. All assets transferred will be used by Stanford in a manner consistent with the Societys exempt purpose to inspire and empower people to make Californias richly diverse past a meaningful part of their contemporary lives.
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
- 94-0385620
- 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
- 1952
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Income (IRS master file)
- $5,439,635
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,326,310 | $7,535,302 | $0 | XML |
| 990 | June 2024 | $6,609,261 | $2,470,929 | $2,439,598 | IRS |
| 990 | June 2023 | $345,374 | $2,151,738 | $3,179,227 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $678,059 | $2,305,078 | $3,156,696 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 94-0385620).
Questions about CALIFORNIA HISTORICAL SOCIETY
- What is the EIN of CALIFORNIA HISTORICAL SOCIETY?
- The employer identification number (EIN) of CALIFORNIA HISTORICAL SOCIETY is 94-0385620.
- Is CALIFORNIA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to CALIFORNIA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA 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 CALIFORNIA 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 CALIFORNIA 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 CALIFORNIA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names Jen Whitley.
- Who are the officers and directors of CALIFORNIA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $151,778 (Jen Whitley, Interim CEO).
- How much revenue does CALIFORNIA HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,326,310, expenses of $7,535,302 and total assets of $0 at year end.
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