Disable all preview features

Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

California Historical Society

Stimulating public exploration of the past

three stars

88.01

678 Mission Street San Francisco, CA 94105
tel: (415) 357-1848   Web Site
EIN: 94-0385620

Board Leadership
Mike Sangiacomo
President

CEO
Janet Berckefeldt
Interim Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 88.01 three stars
  Financial 87.10 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

California's Historical Society's mission is to inspire and empower people to make California's richly diverse past a meaningful part of their contemporary lives. CHS stimulates public exploration of the past through exhibitions and public programs statewide, fosters scholarship through research collections and publications, and promotes history education in California. CHS shares its collections through an exhibition gallery in the heart of the Yerba Buena district.

California's Historical Society's mission is to inspire and empower people to make California's richly diverse past a meaningful part of their contemporary lives. CHS stimulates public exploration of the past through exhibitions and public programs statewide, fosters scholarship through research collections and publications, and promotes history education in California. CHS shares its collections through an exhibition gallery in the heart of the Yerba Buena district.

Impact Information

data icon Looking for Impact Information?

Charity Navigator is collaborating with GuideStar, GlobalGiving, Classy, and ImpactMatters to display impact-related information on our rated profile pages. Each partner collects this data directly from nonprofits and provides updates to Charity Navigator when available.

If you are interested in seeing this charity provide its impact information, please click below. This will indicate your interest and encourage the nonprofit to share data with partners that are currently collecting information.

Financial

three stars

87.10

Accountability & Transparency

three stars

89.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
66.6%
  Administrative Expenses 24.9%
  Fundraising Expenses 8.4%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 1.34
  Program Expenses Growth 8.9%
  Liabilities to Assets 4.2%
All data for Financial Performance Metrics calculations was provided by California Historical Society on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by California Historical Society on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
California Historical Society (CA) 88.01 three stars
The New-York Historical Society (NY) 95.94 four stars
The Filson Historical Society (KY) 88.31 three stars
The Massachusetts Historical Society (MA) 90.85 four stars
Dayton History (OH) 91.62 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $454,005
   Federated Campaigns $0
   Membership Dues $128,705
   Fundraising Events $573,128
   Related Organizations $0
   Government Grants $81,240
Total Contributions $1,237,078
   Program Service Revenue $252,198
Total Primary Revenue $1,489,276
   Other Revenue $164,013
TOTAL REVENUE $1,653,289
   
EXPENSES  
   Program Expenses $2,290,349
   Administrative Expenses $915,226
   Fundraising Expenses $235,696
TOTAL FUNCTIONAL EXPENSES $3,441,271
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-1,787,982
   
Net Assets $7,055,034

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Library Services and Collections $1,551,853 67.8%
Exhibitions and Programs $413,642 18.1%
Member Services and Publications $324,854 14.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 08/01/2019 88.01 three stars
2017-06 08/01/2018 81.81 three stars
2016-06 10/01/2017 70.81 two stars
2015-06 11/01/2016 78.22 two stars
2014-06 06/01/2016 83.49 three stars
 
CN 2.0
2014-06 11/01/2015 85.12 three stars
2013-06 09/01/2014 88.14 three stars
2012-06 07/01/2013 83.40 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-0385620
Name in IRS Master File CALIFORNIA HISTORICAL SOCIETY
NTEE Code A82
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (62) Historical site, records or reenactment
(59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date October, 1952
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$158,860 4.61% Anthea M. Hartig Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
California Historical Society (CA) 88.01 three stars
Georgia Historical Society (GA) 95.11 four stars
Senator John Heinz History Center- Historical Society of Western Pennsylvania (PA) 91.04 four stars
Old Dartmouth Historical Society/New Bedford Whaling Museum (MA) 96.55 four stars
New England Historic Genealogical Society (MA) 87.58 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

California Historical Society
678 Mission Street
San Francisco, CA 94105
tel: (415) 357-1848
fax: (415) 357-1850
EIN: 94-0385620

Visit Web Site

Board Leadership

Mike Sangiacomo
President

CEO

Janet Berckefeldt
Interim Executive Director

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.