Nonprofit · EIN 95-1728991
SAN DIEGO HISTORICAL SOCIETY
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $9,316,303 | $4,129,156 | $5,187,147 | $10,367,353 | $2,514,723 | $7,852,630 |
| June 30, 2024 | 990 | $2,465,138 | $3,111,285 | -$646,147 | $4,987,099 | $2,406,879 | $2,580,220 |
| June 30, 2023 | 990 | $1,238,543 | $2,346,189 | -$1,107,646 | $5,753,235 | $2,369,269 | $3,383,966 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,648,567
- of which government grants
- $485,762
- Membership dues
- $96,303
- Program service revenue
- $406,209
- Investment income
- $138,295
- Net income from sales of inventory
- $114,187
- Other revenue
- $123,232
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $216,405
- Other salaries and wages
- $1,320,772
- Salaries, compensation and benefits (total)
- $1,802,068
- Professional fundraising fees
- $0
- Legal fees
- $2,920
- Accounting fees
- $62,913
- Occupancy
- $452,320
- Travel
- $5,536
- Depreciation
- $122,214
- Program services (functional)
- $2,494,472
- Management and general (functional)
- $1,634,684
Balance sheet and other
- Total assets, start of year
- $5,119,555
- Total assets, end of year
- $10,367,353
- Total liabilities, end of year
- $2,514,723
- Net assets, end of year
- $7,852,630
- Land, buildings and equipment
- $2,011,613
- Publicly traded securities
- $1,674,092
- Net assets without donor restrictions
- $7,002,250
- Net assets with donor restrictions
- $850,380
- Gross receipts
- $9,316,303
- Employees
- 31
- Volunteers
- 0
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM LAWRENCE | CEO Key employee | 40 | $203,416 | $14,439 |
| ROBERT WATKINS | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| THOMAS SAYER JR | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ELLIS SMITH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES KAMINSKI | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| ROBERT ADELIZZI | CHAIR EMERITUS Trustee or director | 4 | $0 | $0 |
| JULIE CONNOLLY | TRUSTEE Trustee or director | 4 | $0 | $0 |
| DEBRA CUSHMAN-PARISH | TRUSTEE Trustee or director | 4 | $0 | $0 |
| ANDREA DE ROSA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JOHNNY ELLIOTT | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| THOMPSON FETTER | CHAIR EMERITUS Trustee or director | 4 | $0 | $0 |
| BONNIE FLETCHER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| JAMES JESSOP | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| SHAKA JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| HELEN KINNAIRD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA MAAS | TRUSTEE Trustee or director | 1.5 | $0 |
| BRUCE MAYBERRY | TRUSTEE Trustee or director | 0.5 | $0 |
| BRIAN MOONEY | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN MORRELL | IMMEDIATE PAST CHAIR Trustee or director | 0.5 | $0 |
| JULIE NOVAK | TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL SAUNDERS | TRUSTEE Trustee or director | 0.5 | $0 |
| HELGA WARNER | TRUSTEE Trustee or director | 0.5 | $0 |
| CAROLINE WOHL | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM LAWRENCE | PRESIDENT CEO Officer, Highest-paid employee | 40 | $166,368 |
| ROBERT F ADELIZZI | CHAIR EMERITUS Trustee or director, Officer | 4 | $0 |
| BRUCE MAYBERRY | TRUSTEE Trustee or director | 2 | $0 |
| CHARLES KAMINSKI | SECRETARY Trustee or director, Officer | 4 | $0 |
| RAY CARPENTER | TRUSTEE Trustee or director | 2 | $0 |
| DEBRA CUSHMAN-PARRISH | VICE CHAIR Trustee or director, Officer | 4 | $0 |
| THOMPSON FETTER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 4 | $0 |
| CAMILLE HOM NEWBERN | TRUSTEE Trustee or director | 2 | $0 |
| SHAKA JOHNSON | TRUSTEE Trustee or director | 2 | $0 |
| ERIN CHAMBERS SMITH | TRUSTEE Trustee or director | 2 | $0 |
| JULIE CONNELLY | TRUSTEE Trustee or director | 2 | $0 |
| JULIE NOVAK | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN MOONEY | TRUSTEE Trustee or director | 2 | $0 |
| ELLIS C SMITH | TREASURER Trustee or director, Officer | 4 | $0 |
| ALLAN WASSERMAN | TRUSTEE Trustee or director | 2 | $0 |
| JOHN MORRELL | CHAIR Trustee or director, Officer | 4 | $0 |
| BONNIE FLETCHER | TRUSTEE Trustee or director | 2 | $0 |
| THOMAS SAYER JR | VICE CHAIR Trustee or director, Officer | 4 | $0 |
| HELEN KINNAIRD | TRUSTEE Trustee or director | 2 | $0 |
| MARGIE WARNER | TRUSTEE Trustee or director | 2 | $0 |
| JONNY ELLIOTT | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT J WATKINS | VICE CHAIR Trustee or director, Institutional trustee, Officer, Key employee | 4 | $0 |
| JOSH BUCHHOLZ | TRUSTEE Trustee or director | 2 | $0 |
| ROBERT BOWDEN | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM LAWRENCE | PRESIDENT CEO Officer, Highest-paid employee | 40 | $140,440 | $30,578 |
| MARI ZAPOUR | VP EDUCATION Key employee | 40 | $108,292 | $12,029 |
| ROBERT F ADELIZZI | CHAIR EMERITUS Trustee or director | 4 | $0 | $0 |
| BRUCE MAYBERRY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHARLES KAMINSKI | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| RAY CARPENTER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBRA CUSHMAN-PARRISH | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| THOMPSON FETTER | PAST CHAIR Trustee or director | 4 | $0 | $0 |
| CAMILLE HOM NEWBERN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHAKA JOHNSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIN CHAMBERS SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIE CONNELLY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MOONEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ELLIS C SMITH | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| ALLAN WASSERMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN MORRELL | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| BONNIE FLETCHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THOMAS SAYER JR | VICE CHAIR Trustee or director | 4 | $0 | $0 |
| HELEN KINNAIRD | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARGIE WARNER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JONNY ELLIOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT J WATKINS | VICE CHAIR Trustee or director, Institutional trustee, Officer, Key employee | 4 | $0 | $0 |
| ROBERT BOWDEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1649 EL PRADO STE 3, SAN DIEGO, CA 92101-1664
- In care of
- % WILLIAM LAWRENCE
- Principal officer (990 for 2024)
- WILLIAM LAWRENCE, 1649 EL PRADO 3, SAN DIEGO, CA 92101
- Signed the 990
- WILLIAM LAWRENCE, EXECUTIVE DIRECTOR
- Phone
- (619) 232-6203
- Website
- WWW.SANDIEGOHISTORY.ORG
- Return prepared by
- Miller CPA Group PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1728991 or by the name SAN DIEGO 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 MISSION OF THE SAN DIEGO HISTORY CENTER IS TO PRESERVE OUR REGION'S HISTORY - TELL THE DIVERSE STORY OF OUR REGION'S PAST, PRESENT, AND FUTURE; EDUCATE AND ENRICH OUR COMMUNITY; AND FOSTER CIVIC PRIDE.
Program accomplishments
- SEE SCHEDULE OExpenses $906,745
- SEE SCHEDULE OExpenses $892,642
- SEE SCHEDULE OExpenses $695,085
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
- 95-1728991
- 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
- 1952
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,367,353
- Income (IRS master file)
- $9,316,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,316,303 | $4,129,156 | $10,367,353 | XML |
| 990 | June 2024 | $2,465,138 | $3,111,285 | $4,987,099 | IRS |
| 990 | June 2023 | $1,238,543 | $2,346,189 | $5,753,235 | XML |
| 990 | June 2022 | $1,797,998 | $2,310,932 | $6,707,425 | 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 95-1728991).
Questions about SAN DIEGO HISTORICAL SOCIETY
- What is the EIN of SAN DIEGO HISTORICAL SOCIETY?
- The employer identification number (EIN) of SAN DIEGO HISTORICAL SOCIETY is 95-1728991.
- Is SAN DIEGO HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to SAN DIEGO HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN DIEGO 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 DIEGO 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 DIEGO 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 SAN DIEGO HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names WILLIAM LAWRENCE.
- Who are the officers and directors of SAN DIEGO HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $203,416 (WILLIAM LAWRENCE, CEO).
- How much revenue does SAN DIEGO HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,316,303, expenses of $4,129,156 and total assets of $10,367,353 at year end.
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