Skip to main content

Nonprofit · EIN 86-6000027

ARIZONA HISTORICAL SOCIETY

Tax-exempt · TUCSON, AZ 85719

Financials

$4.6M$3.2M2023$4.3M$4.2M2023$4M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of ARIZONA HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,958,144$4,164,134-$205,990$5,222,285$0$5,222,285
June 30, 2024990$4,309,297$4,243,618$65,679$5,428,758$0$5,428,758
June 30, 2023990$4,583,415$3,208,120$1,375,295$6,783,679$0$6,783,679
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,230,706
of which government grants
$2,978,700
Membership dues
$49,920
Program service revenue
$267,229
Investment income
$194,463
Royalties
$22,409
Net rental income
$234,936
Net income from fundraising events
-$863
Net income from sales of inventory
$9,264
Other revenue
$265,746

Expenses

Grants and similar amounts paid
$68,999
Compensation of officers, directors and key employees
$0
Other salaries and wages
$1,844,262
Salaries, compensation and benefits (total)
$2,600,185
Professional fundraising fees
$0
Accounting fees
$34,321
Travel
$32,703
Program services (functional)
$4,164,134

Balance sheet and other

Total assets, start of year
$5,428,758
Total assets, end of year
$5,222,285
Total liabilities, end of year
$0
Net assets, end of year
$5,222,285
Land, buildings and equipment
$824,009
Net assets without donor restrictions
$5,222,285
Gross unrelated business income
-$863
Gross receipts
$4,017,533
Employees
42
Volunteers
24
Year formed
1864
State of legal domicile
AZ

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.

NameTitleHours / weekCompensation
Dr David BreeknerDirector
Trustee or director, Officer, Key employee, Highest-paid employee
92$137,500
Rebekah PercivalAssistant Director
Officer, Key employee
84$87,360
990 for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
Dr David BreeknerDirector
Trustee or director, Officer, Key employee, Highest-paid employee
40$138,251
Rebekah PercivalAssistant Director
Officer, Key employee
40$88,913
990 for the year ended June 30, 2023: 1 people
NameTitleHours / weekCompensation
Linda WhitakerTreasurer
Officer
1$0

Address and contacts

Address (IRS master file)
949 E 2ND ST, TUCSON, AZ 85719-4840
In care of
% DAVID BREECKNER
Mailing address (990-N for 2023)
949 E 2ND ST, TUCSON AZ 857194840
Principal officer (990 for 2024)
David Breeckner, 1300 N College Ave, Tempe, AZ 85288
Principal officer (990-N for 2023)
Dr David Breeckner, 1300 N College Ave, Tempe AZ 85288
Signed the 990
David L Nagelski, CFO
Phone
(520) 628-5774

Mission

The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.

990 for the year ended June 30, 2025

Program accomplishments

  • Education and Outreach Programs: The Arizona Historical Society (AHS) is the institutional sponsor and state coordinator for National History Day (NHD) in Arizona. NHD is a year-long program focused on historical research, analysis, and creative expression for 6th-12th grade students. The experience culminates in a series of contests at the local and state levels and an annual national competition in the nation's capital in June. With NHD, the students become the historians, building their critical thinking skills, analytical abilities, and confidence. NHD-AZ provides workshops, teacher and judge training, history education resources, and project consultation from staff historians and librarians. Overall, we serve thousands of students in the state. The Outreach program serves 68 Certified Historical Institutions across the state of AZ through grants, museum workshops, history presentations, publications, technical assistance, networking opportunities, and the 'Al Merito" award. The program awarded 32 grants to Certified historical Institutions in AZ this year totaling $33,999. It is a centralized resource for educators and parents looking to share AZ history with their students and children. It is a place to find recordings of programs and digital resources of the AHS.
    Expenses $403,166 · revenue $301,808
  • Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating galleries that typically feature exhibits about local stories. In addition to the exhibits, the museums offer different topics of history through lectures, book author signings, night at the museum programs, film screenings, and workshops. Tours help bring history to life and include holiday tours. Each Museum is used as a private rental venue for multiple events.
    Expenses $3,517,964 · revenue $3,612,401
  • Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues includes original research articles, all of which substantially add to our collective knowledge of Arizona history. They also include book reviews of important books on Arizona, western, and U.S. history, allowing our readership to be aware of relevant books of interest. All current issues of the Journal of Arizona History are now also available digitally on the website of Project MUSE, which is the digital publishing arm of Johns Hopkins University Press. In addition, all issues of the Journal of Arizona History are available on JSTOR, an online journal database that is available throughout the United States and around the globe.
    Expenses $243,004 · revenue $43,935

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990-N on file

IRS record

EIN
86-6000027
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)
Group exemption
Exempt since
1984
Accounting year ends
June
Files
Form 990 or 990-EZ
Group exemption
4056 (1 member organizations)
Assets (IRS master file)
$5,222,285
Income (IRS master file)
$4,017,533

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,958,144$4,164,134$5,222,285XML
990-N for 2023
Officer: Dr David Breeckner
June 30, 2024≤ $50,000 receipts––e-Postcard
990June 2024$4,309,297$4,243,618$5,428,758IRS
990June 2023$4,583,415$3,208,120$6,783,679XML
990June 2022$1,318,175$3,663,179$5,408,384IRS
990June 2021–––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 86-6000027).

Questions about ARIZONA HISTORICAL SOCIETY

What is the EIN of ARIZONA HISTORICAL SOCIETY?
The employer identification number (EIN) of ARIZONA HISTORICAL SOCIETY is 86-6000027.
Is ARIZONA HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to ARIZONA HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Group exemption).
Which annual return does ARIZONA 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 ARIZONA 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 ARIZONA 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 ARIZONA HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 names David Breeckner.
Who are the officers and directors of ARIZONA HISTORICAL SOCIETY?
The 990 for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $137,500 (Dr David Breekner, Director).
How much revenue does ARIZONA HISTORICAL SOCIETY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,958,144, expenses of $4,164,134 and total assets of $5,222,285 at year end.

Organizations in its group exemption (1)

Other nonprofits in TUCSON

All nonprofits in TUCSON · Arizona