San Diego Historical Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 1,751,523 | 1,767,662 | −16,139 | 18.8 | 51% |
| 2012 | 2,029,237 | 1,572,081 | 457,156 | 24.7 | 49% |
| 2013 | 2,747,587 | 1,868,534 | 879,053 | 26.8 | 44% |
| 2014 | 2,404,684 | 2,393,796 | 10,888 | 21.3 | 36% |
| 2015 | 3,596,390 | 2,711,594 | 884,796 | 22.5 | 37% |
| 2016 | 2,353,151 | 3,018,017 | −664,866 | 17.2 | 45% |
| 2017 | 2,838,933 | 2,750,444 | 88,489 | 20.2 | 43% |
| 2018 | 2,808,323 | 2,490,757 | 317,566 | 25.6 | 38% |
| 2019 | 2,841,074 | 2,634,483 | 206,591 | 25.1 | 42% |
| 2020 | 1,907,291 | 2,602,296 | −695,005 | 22.4 | 43% |
| 2021 | 1,548,156 | 1,801,206 | −253,050 | 35.2 | 37% |
| 2022 | 1,797,998 | 2,310,932 | −512,934 | 22.8 | 41% |
| 2023 | 1,238,543 | 2,346,189 | −1,107,646 | 17.3 | 46% |
In its most recent public year (2023), this organization spent $1,107,646 more than it brought in. Its reserves stood at about 17.3 months of spending, down from 18.8 in 2011. Staff pay was 46% of spending. $798,529 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
San Diego 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