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Nonprofit · EIN 94-1196214

SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY

Tax-exempt · STOCKTON, CA 95203

Financials

$2.3M$1.7M2023$2.8M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,786,855$1,841,478$945,377$25,570,655$169,780$25,400,875
December 31, 2023990$2,275,595$1,706,471$569,124$23,843,750$199,616$23,644,134
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,594,078
Membership dues
$129,619
Program service revenue
$47,410
Investment income
$1,100,253
Net gain from sales of assets
$495,259
Net income from fundraising events
$10,845
Net income from sales of inventory
$14,632
Other revenue
$45,114

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$149,417
Other salaries and wages
$573,540
Salaries, compensation and benefits (total)
$916,212
Professional fundraising fees
$0
Accounting fees
$14,700
Depreciation
$129,500
Program services (functional)
$1,155,543
Management and general (functional)
$480,992
Fundraising (functional)
$204,943

Balance sheet and other

Total assets, start of year
$23,843,750
Total assets, end of year
$25,570,655
Total liabilities, end of year
$169,780
Net assets, end of year
$25,400,875
Land, buildings and equipment
$3,698,780
Publicly traded securities
$21,330,117
Net assets without donor restrictions
$12,942,238
Net assets with donor restrictions
$12,458,637
Gross receipts
$5,997,017
Employees
19
Volunteers
200
Year formed
1928
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.

NameTitleHours / weekCompensation
OBERT SUSANCEO
Trustee or director
40$149,417
KLOCKE MIKEBOARD CHAIR
Trustee or director, Officer
2$0
HENDERSON GERRYTRUSTEE
Trustee or director
2$0
BODDINGTON SHANETRUSTEE
Trustee or director
2$0
CASTELLANOS STEPHANTRUSTEE
Trustee or director
2$0
HART KATHLEENTRUSTEE
Trustee or director
2$0
FONTANILLA LESLEYTRUSTEE
Trustee or director
2$0
SOULSBY KEVINTREASURER
Trustee or director, Officer
2$0
BARTH-FEIST DIANESECRETARY
Trustee or director, Officer
2$0
MCKINLEY JOHNTRUSTEE
Trustee or director
2$0
ZUCKERMAN EDTRUSTEE
Trustee or director
2$0
MCCLURE DICKTRUSTEE
Trustee or director
2$0
BOTT ANTHONYTRUSTEE
Trustee or director
2$0
ORNELAS CAROL JTRUSTEE
Trustee or director
2$0
SEM REBECCATRUSTEE
Trustee or director
2$0
3 more people on this return
NameTitleHours / weekCompensation
WOLFE MARIKAVICE CHAIR
Trustee or director, Officer
2$0
SCHENONE SHARONTRUSTEE
Trustee or director
2$0
DIALLO JEFFREYTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensation
OBERT SUSANCEO
Trustee or director
40$143,367
HART KATHLEENBOARD CHAIR
Trustee or director, Officer
2$0
HENDERSON GERRYTRUSTEE
Trustee or director
2$0
DIALLO JEFFERYTRUSTEE
Trustee or director
2$0
CASTELLANOS STEPHANTRUSTEE
Trustee or director
2$0
BRUSA ANGELATRUSTEE
Trustee or director
2$0
FONTANILLA LESLEYTRUSTEE
Trustee or director
2$0
SOULSBY KEVINTRUSTEE
Trustee or director
2$0
BARTH-FEIST DIANESECRETARY
Trustee or director, Officer
2$0
MCKINLEY JOHNTRUSTEE
Trustee or director
2$0
ZUCKERMAN EDTRUSTEE
Trustee or director
2$0
MCCLURE DICKTRUSTEE
Trustee or director
2$0
WOLFE MARIKATRUSTEE
Trustee or director
2$0
ORNELAS CAROL JTRUSTEE
Trustee or director
2$0
HANLEY JIMTRUSTEE
Trustee or director
2$0
KLOCKE MIKEVICE CHAIR
Trustee or director, Officer
2$0
SCHENONE SHARONTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1201 N PERSHING AVE, STOCKTON, CA 95203-1604
Principal officer (990 for 2024)
SUSAN OBERT, 1201 N PERSHING AVENUE, STOCKTON, CA 95203
Signed the 990
SUSAN OBERT, CEO
Phone
(209) 940-6300
Return prepared by
DAVID E VAUGHN CPA

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1196214 or by the name SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MISSION OF THE MUSEUM IS TO INSPIRE PRESENT AND FUTURE GENERATIONS TO APPRECIATE THE FINE ARTS AND REGIONAL HISTORY BY ENGAGING OUR VISITORS' CREATIVE, SOCIAL, AND LEARNING INTERESTS THROUGH EXHIBITIONS, PROGRAMS, AND EVENTS. THIS IS ACHIEVED BY ACQUISITIONS FOR ITS COLLECTION AND THROUGH PRESERVATION, DOCUMENTATION, INTERPRETATION AND PRESENTATION OF ITS CORE COLLECTION IN ACCORDANCE WITH BEST PRACTICES AS ESTABLISHED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE MUSEUM STRIVES, THROUGH ITS EDUCATIONAL PROGRAMS, PUBLICATIONS AND EXHIBITS, TO PROVIDE ACCESS TO ART AND HISTORY TO THE WIDEST POSSIBLE AUDIENCE. THE MUSEUM ALSO HOSTS TEMPORARY, TRAVELING EXHIBITS, WHICH ARE IN ACCORDANCE WITH ITS MISSION.

990 for the year ended December 31, 2024

Program accomplishments

  • OPERATION AND MAINTENANCE OF THE HAGGIN MUSEUM AND RELATED FUNCTIONS CONSTITUTED THE MOST SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENT. APPROXIMATELY 16,000 PEOPLE VISITED THE MUSEUM DURING 2024.
    Expenses $1,155,543 · revenue $576,938

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1196214
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
1942
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$25,570,655
Income (IRS master file)
$5,997,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,786,855$1,841,478$25,570,655XML
990December 2023$2,275,595$1,706,471$23,843,750XML
990December 2022$1,234,876$1,611,315$21,797,653IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 94-1196214).

Questions about SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY

What is the EIN of SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY?
The employer identification number (EIN) of SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY is 94-1196214.
Is SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SAN JOAQUIN PIONEER AND 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 SAN JOAQUIN PIONEER AND 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 SAN JOAQUIN PIONEER AND 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 SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names SUSAN OBERT.
Who are the officers and directors of SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $149,417 (OBERT SUSAN, CEO).
How much revenue does SAN JOAQUIN PIONEER AND HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,786,855, expenses of $1,841,478 and total assets of $25,570,655 at year end.

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