SAN JOSE, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HISTORY SAN JOSE, founded in 1972, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.2M left a modest 8% surplus.
HISTORY SAN JOSE PRESERVES AND ENRICHES THE CULTURAL HERITAGE OF SAN JOSE AND THE SANTA CLARA VALLEY THROUGH RESEARCH, COLLECTIONS, PARTNERSHIPS, EDUCATIONAL PROGRAMS AND EVENTS.
HISTORY SAN JOSES 23/24 ACHIEVEMENTS INCLUDED ONGOING EDUCATIONAL PROGRAMMING FOR 2ND - 5TH GRADE SCHOOL CHILDREN. DURING THE PANDEMIC, HSJ WAS ABLE TO ACHIEVE SUCCESS IN PRESENTING VIRTUAL...
HISTORY SAN JOSES 23/24 ACHIEVEMENTS INCLUDED ONGOING EDUCATIONAL PROGRAMMING FOR 2ND - 5TH GRADE SCHOOL CHILDREN. DURING THE PANDEMIC, HSJ WAS ABLE TO ACHIEVE SUCCESS IN PRESENTING VIRTUAL PROGRAMMING SO THAT DISTRICTS WERE ABLE TO OFFER QUALITY VIRTUAL EDUCATIONAL PROGRAMMING UNTIL STUDENTS ARE ABLE TO RESUME ON SITE PROGRAMMING. IN ADDITION TO SCHOOLS VIRTUAL PROGRAMMING, HSJ OFFERED VIRTUAL ADULT PUBLIC PROGRAMMING, ACHIEVING EDUCATIONAL GOALS DURING THIS TIME. DURING 23/24, HSJ COLLABORATED WITH BAYMEC TO PRESENT A NEW EXHIBIT, COMING OUT: 50 YEARS OF QUEER RESISTANCE & RESILIENCE IN SILICON VALLEY.HISTORY PARK IS A 14-ACRE OUTDOOR SETTING, HSJ ALLOWED SOME GROUPS TO GATHER ON SITE WHILE COMPLYING WITH AND MONITORING STATE, COUNTY, AND CITY COVID REQUIREMENTS AT ALL TIMES. HSJ WAS ABLE TO MAINTAIN FINANCIAL STABILITY THROUGH MEMBERSHIP, GRANTS AND LOANS TO KEEP CURRENT STAFF WHILE ADDING TWO FULLTIME STAFF POSITIONS TO ACCOMMODATE MARKETING AND EVENT SITE USE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $2,415,840 | $1,986,526 | +0.2% |
| Expenses | $2,219,644 | $2,176,770 | +0.0% |
| Net Income | $196,196 | $-190,244 | -2.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| LIAM OCONNOR | BOARD CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| VAUGHN KLEBIG | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JOHN KOEPLIN | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MICHELLE COVERT | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| PATRICK HAMMON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LYDIA HEINRICH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ANDREW PARKHURST | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DARLENE TENES | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| WILLIAM SCHROH JR | PRESIDENT & CEO | 40.00 |
Officer
|
$116,388 | $0 | $116,388 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $2,415,840 | $2,219,644 | $927,729 | $196,196 |
| 2023 | $1,986,526 | $2,176,770 | $712,413 | $-190,244 |
| 2022 | $1,584,956 | $1,572,145 | $929,440 | $12,811 |
| 2021 | $1,746,425 | $1,156,971 | $1,777,210 | $589,454 |
| 2020 | $1,435,854 | $1,213,276 | $1,456,815 | $222,578 |
Compare HISTORY SAN JOSE with other nonprofits in California and across the country.