California Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,154,821 | 1,658,107 | −503,286 | 24.6 | 44% |
| 2012 | 1,396,102 | 1,816,399 | −420,297 | 19.4 | 40% |
| 2013 | 1,963,459 | 2,125,971 | −162,512 | 35.0 | 45% |
| 2014 | 1,849,283 | 2,575,032 | −725,749 | 27.6 | 45% |
| 2015 | 2,391,219 | 3,446,903 | −1,055,684 | 16.1 | 41% |
| 2016 | 2,450,167 | 2,475,635 | −25,468 | 21.2 | 46% |
| 2017 | 6,915,889 | 2,589,078 | 4,326,811 | 41.0 | 43% |
| 2018 | 1,653,289 | 3,441,271 | −1,787,982 | 24.6 | 39% |
| 2019 | 1,477,489 | 4,572,069 | −3,094,580 | 10.3 | 36% |
| 2020 | 1,621,743 | 2,744,399 | −1,122,656 | 10.9 | 43% |
| 2021 | 1,015,761 | 1,951,196 | −935,435 | 9.4 | 50% |
| 2022 | 678,059 | 2,305,078 | −1,627,019 | -0.5 | 51% |
| 2023 | 345,374 | 2,151,738 | −1,806,364 | -10.6 | 46% |
In its most recent public year (2023), this organization spent $1,806,364 more than it brought in. Its liabilities exceeded its net assets — reserves were below zero (-10.6 months), down from 24.6 in 2011. Staff pay was 46% of spending. $3,799,483 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 2023. 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
California Historical Society's IRS filings as a feed — one entry per filing year, through 2023. 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