San Juan Capistrano Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 73,694 | 141,541 | −67,847 | 116.3 | 22% |
| 2012 | 82,783 | 128,490 | −45,707 | 123.8 | 25% |
| 2013 | 83,621 | 121,452 | −37,831 | 127.3 | 26% |
| 2014 | 94,694 | 135,167 | −40,473 | 111.0 | 23% |
| 2015 | 100,232 | 133,593 | −33,361 | 109.3 | 24% |
| 2016 | 93,535 | 136,288 | −42,753 | 103.4 | 23% |
| 2017 | 111,006 | 125,413 | −14,407 | 110.8 | 25% |
| 2018 | 95,919 | 163,993 | −68,074 | 79.8 | 20% |
| 2019 | 139,905 | 134,435 | 5,470 | 97.8 | 20% |
| 2020 | 268,129 | 157,788 | 110,341 | 91.7 | 18% |
| 2021 | 65,891 | 139,627 | −73,736 | 97.3 | 28% |
| 2022 | 120,999 | 129,833 | −8,834 | 103.8 | 30% |
| 2023 | 146,393 | 169,915 | −23,522 | 77.7 | 26% |
| 2024 | 113,383 | 184,081 | −70,698 | 67.1 | 25% |
In its most recent public year (2024), this organization spent $70,698 more than it brought in. Its reserves stood at about 67.1 months of spending, down from 116.3 in 2011. Staff pay was 25% of spending. $850,289 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
San Juan Capistrano Historical Society's IRS filings as a feed — one entry per filing year, through 2024. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works