Interesting data from their 2020 990 filing

The purpose of the non-profit is stated in the filing as “The san joaquin county historical society preserves and interprets the history of san joaquin county. the historical society provides educational experiences that showcase the county's traditions of ingenuity, innovation, and invention with emphasis on san joaquin county's singular contributions in agriculture to promote communtiy pride, continued learning, and an appreciation of regional history among county residents and visitors.”.

Their activities were defined as: “The primary and specific purpose is the discovery, preservation, and dissemination of knowledge about the history of san joaquin county. the organization provides educational experiences that showcase the county's traditions of ingenuity, innovation, and invention.”.

• As per legal requirements, the non-profit's state of operation is reported as CA.
• The non-profit's address in 2020 as per the filing is PO Box 30, Lodi, CA, 95241.
• The form of the non-profit organization shows 14 employees as of 2020.
• Does not operate a hospital.
• Does not operate a school.
• Does not collect art.
• Does not provide credit counseling.
• Does not have foreign activities.
• Is not a donor-advised fund.
• Is not a private foundation.
• Expenses are greater than $1,000,000.
• Revenue is greater than $1,000,000.
• Revenue less expenses is $446,616.
• The compensation policy for the CEO of the organization is established through an impartial evaluation and endorsement.
• The organization elects its board members.
• The organization has a written policy that describes how long it will retain documents.
• The organization has 17 independent voting members.
• The organization was formed in 1963.
• The organization has a written policy that addresses conflicts of interest.
• The organization is required to file Schedule B.
• The organization is required to file Schedule O.
• The organization pays $495,215 in salary, compensation, and benefits to its employees.
• The organization pays $22,107 in fundraising expenses.
• The organization provides Form 990 to its governing body.
• The organization has minutes of its meetings.
• The organization has a written whistleblower policy.
• The organization has fundraising events.
• The organization's financial statements were reviewed by an accountant.