Nonprofit · EIN 94-1636086
SAN JOAQUIN COUNTY HISTORICAL SOCIETY
Tax-exempt · STOCKTON, CA 95202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,269,285 | $1,476,763 | $1,792,522 | $10,554,006 | $2,960,681 | $7,593,325 |
| June 30, 2024 | 990 | $1,422,326 | $1,189,628 | $232,698 | $5,612,717 | $69,014 | $5,543,703 |
| June 30, 2023 | 990 | $1,235,943 | $1,213,198 | $22,745 | $5,180,870 | $136,664 | $5,044,206 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,857,234
- of which government grants
- $956,568
- Membership dues
- $50,966
- Program service revenue
- $0
- Investment income
- $347,700
- Net gain from sales of assets
- $171,139
- Net income from fundraising events
- $61,160
- Net income from sales of inventory
- $1,367
- Other revenue
- $64,351
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $159,471
- Other salaries and wages
- $436,786
- Salaries, compensation and benefits (total)
- $806,717
- Professional fundraising fees
- $0
- Accounting fees
- $51,500
- Depreciation
- $82,046
- Program services (functional)
- $962,681
- Management and general (functional)
- $384,378
- Fundraising (functional)
- $129,704
Balance sheet and other
- Total assets, start of year
- $5,612,717
- Total assets, end of year
- $10,554,006
- Total liabilities, end of year
- $2,960,681
- Net assets, end of year
- $7,593,325
- Land, buildings and equipment
- $981,760
- Publicly traded securities
- $6,489,188
- Net assets without donor restrictions
- $4,492,208
- Net assets with donor restrictions
- $3,101,117
- Gross receipts
- $5,722,427
- Employees
- 11
- Volunteers
- 917
- Year formed
- 1963
- 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 |
|---|---|---|---|---|
| Phillip Merlo | Executive Dir. Trustee or director | 40 | $83,092 | $60,725 |
| Linda Derivi | President Trustee or director, Officer | 1 | $0 | $0 |
| Brett Diede | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Bonner Mendez | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| David Silva | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Val Acoba | Trustee Trustee or director | 1 | $0 | $0 |
| Matthew Amen | Trustee Trustee or director | 1 | $0 | $0 |
| Brett Baker | Trustee Trustee or director | 1 | $0 | $0 |
| Juan Barroso | Trustee Trustee or director | 1 | $0 | $0 |
| William Burns | Trustee Trustee or director | 1 | $0 | $0 |
| Dillon Delvo | Trustee Trustee or director | 1 | $0 | $0 |
| Susan de Polo | Trustee Trustee or director | 1 | $0 | $0 |
| Mary-Elizabeth Eberhardt | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Ferguson | Trustee Trustee or director | 1 | $0 | $0 |
| Janwyn Funamura | Trustee Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Vicki Gallego | Trustee Trustee or director | 1 | $0 |
| William Maxwell | Trustee Trustee or director | 1 | $0 |
| Gillian Murphy | Trustee Trustee or director | 1 | $0 |
| Andy Pinasco | Trustee Trustee or director | 1 | $0 |
| Annette Sanchez | Trustee Trustee or director | 1 | $0 |
| Thomas Shepard Sr | Trustee Trustee or director | 1 | $0 |
| Gerald Strootman | Trustee Trustee or director | 1 | $0 |
| Janice Takahashi | Trustee Trustee or director | 1 | $0 |
| Robin Wood | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Phillip Merlo | Executive Dir. Trustee or director | 40 | $69,763 | $51,869 |
| Linda Derivi | President Trustee or director, Officer | 1 | $0 | $0 |
| Brett Diede | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Bonner Mendez | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| David Silva | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Val Acoba | Trustee Trustee or director | 1 | $0 | $0 |
| Matthew Amen | Trustee Trustee or director | 1 | $0 | $0 |
| Brett Baker | Trustee Trustee or director | 1 | $0 | $0 |
| Juan Barroso | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Colombini | Trustee Trustee or director | 1 | $0 | $0 |
| Dillon Delvo | Trustee Trustee or director | 1 | $0 | $0 |
| Susan de Polo | Trustee Trustee or director | 1 | $0 | $0 |
| Mary-Elizabeth Eberhardt | Trustee Trustee or director | 1 | $0 | $0 |
| Robert Ferguson | Trustee Trustee or director | 1 | $0 | $0 |
| Janwyn Funamura | Trustee Trustee or director | 1 | $0 | $0 |
| Tim Hachman | Trustee Trustee or director | 1 | $0 | $0 |
| Sue Huffman | Trustee Trustee or director | 1 | $0 | $0 |
| William Jeffery | Trustee Trustee or director | 1 | $0 | $0 |
| William Maxwell | Trustee Trustee or director | 1 | $0 | $0 |
| Gillian Murphy | Trustee Trustee or director | 1 | $0 | $0 |
| Andy Pinasco | Trustee Trustee or director | 1 | $0 | $0 |
| Annette Sanchez | Trustee Trustee or director | 1 | $0 | $0 |
| Thomas Shephard Sr | Trustee Trustee or director | 1 | $0 | $0 |
| Jackie Sinigaglia | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Phillip Merlo | Executive Dir. Trustee or director | 40 | $70,002 | $52,370 |
| Robert Ferguson | President Trustee or director, Officer | 1 | $0 | $0 |
| Linda Derivi | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Bonner Mendez | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| David Silva | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Gary Christopherson | Trustee Trustee or director | 1 | $0 | $0 |
| Jay Colombini | Trustee Trustee or director | 1 | $0 | $0 |
| Dillon Delvo | Trustee Trustee or director | 1 | $0 | $0 |
| Sue de Polo | Trustee Trustee or director | 1 | $0 | $0 |
| Val Acoba | Trustee Trustee or director | 1 | $0 | $0 |
| Tim Hachman | Trustee Trustee or director | 1 | $0 | $0 |
| Sue Huffman | Trustee Trustee or director | 1 | $0 | $0 |
| Phillip Johnson | Trustee Trustee or director | 1 | $0 | $0 |
| Michael Machado | Trustee Trustee or director | 1 | $0 | $0 |
| Gillian Murphy | Trustee Trustee or director | 1 | $0 | $0 |
| Andy Pinasco | Trustee Trustee or director | 1 | $0 | $0 |
| Annette Sanchez | Trustee Trustee or director | 1 | $0 | $0 |
| Thomas Shephard Sr | Trustee Trustee or director | 1 | $0 | $0 |
| Brett Baker | Trustee Trustee or director | 1 | $0 | $0 |
| William Jeffrey | Trustee Trustee or director | 1 | $0 | $0 |
| Brett Diede | Trustee Trustee or director | 1 | $0 | $0 |
| Juan Barosso | Trustee Trustee or director | 1 | $0 | $0 |
| Mary-Elizabeth Eberhardt | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 44 N SAN JOAQUIN ST STE 550, STOCKTON, CA 95202-2925
- Signed the 990
- Phillip Merlo, Executive Dir.
- Phone
- (209) 331-2055
- Website
- www.sanjoaquinhistory.org
- Return prepared by
- Croce Sanguinetti & Vander Veen Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1636086 or by the name SAN JOAQUIN COUNTY 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 San Joaquin County Historical Society & Museum engages and inspires people and communities by preserving and showcasing the agricultural innovation, ingenuity, and diverse histories of our county.
Program accomplishments
- The society undertakes programs and activities, including ,museum operations, to provide for the collection, preservation and interpretation of the history of San Joaquin County and the surrounding area.Expenses $962,681 · revenue $2,857,234
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
- 94-1636086
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,554,006
- Income (IRS master file)
- $5,722,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,269,285 | $1,476,763 | $10,554,006 | IRS |
| 990 | June 2024 | $1,422,326 | $1,189,628 | $5,612,717 | IRS |
| 990 | June 2023 | $1,235,943 | $1,213,198 | $5,180,870 | XML |
| 990 | June 2022 | $1,084,036 | $1,108,908 | $5,019,409 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-1636086).
Questions about SAN JOAQUIN COUNTY HISTORICAL SOCIETY
- What is the EIN of SAN JOAQUIN COUNTY HISTORICAL SOCIETY?
- The employer identification number (EIN) of SAN JOAQUIN COUNTY HISTORICAL SOCIETY is 94-1636086.
- Is SAN JOAQUIN COUNTY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to SAN JOAQUIN COUNTY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN JOAQUIN COUNTY 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 COUNTY 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 SAN JOAQUIN COUNTY 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 are the officers and directors of SAN JOAQUIN COUNTY HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 24 people; 1 received compensation from the organization, the highest $83,092 (Phillip Merlo, Executive Dir.).
- How much revenue does SAN JOAQUIN COUNTY HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,269,285, expenses of $1,476,763 and total assets of $10,554,006 at year end.
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