ARIZONA HISTORICAL SOCIETY

EIN: 866000027 501(c)(3)

Tucson, AZ

Total Revenue
$3,958,144
Total Expenses
$4,164,134
Total Assets
$5,222,285
Net Assets
$5,222,285
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Financial Trends

Organization Details

Formation Year
1864
Legal Domicile
AZ
Principal Officer
David Breeckner
Phone
5206285774
Tax Period
2024-07-01 to 2025-06-30

ARIZONA HISTORICAL SOCIETY, founded in 1864, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

The Arizona Historical Society's mission is 'connecting people through the power of Arizona's history'. The Arizona Historical Society serves as the steward of Arizona's history. The vision is the Arizona Historical Society seeks to be the driving force strengthening Arizona's communities by promoting history through leadership, partnership and scholarship.

Program Service Accomplishments

Program 1
Expenses: $403,166 Revenue: $301,808

Education and Outreach Programs: The Arizona Historical Society (AHS) is the institutional sponsor and state coordinator for National History Day (NHD) in Arizona. NHD is a year-long program focused...

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Education and Outreach Programs: The Arizona Historical Society (AHS) is the institutional sponsor and state coordinator for National History Day (NHD) in Arizona. NHD is a year-long program focused on historical research, analysis, and creative expression for 6th-12th grade students. The experience culminates in a series of contests at the local and state levels and an annual national competition in the nation's capital in June. With NHD, the students become the historians, building their critical thinking skills, analytical abilities, and confidence. NHD-AZ provides workshops, teacher and judge training, history education resources, and project consultation from staff historians and librarians. Overall, we serve thousands of students in the state. The Outreach program serves 68 Certified Historical Institutions across the state of AZ through grants, museum workshops, history presentations, publications, technical assistance, networking opportunities, and the 'Al Merito" award. The program awarded 32 grants to Certified historical Institutions in AZ this year totaling $33,999. It is a centralized resource for educators and parents looking to share AZ history with their students and children. It is a place to find recordings of programs and digital resources of the AHS.

Program 2
Expenses: $3,517,964 Revenue: $3,612,401

Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating...

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Museums: AHS owns and operations 3 museums in the state. They feature permanent exhibits that give a broad overview of the state's history, with local objects and stories mixed in. Each have rotating galleries that typically feature exhibits about local stories. In addition to the exhibits, the museums offer different topics of history through lectures, book author signings, night at the museum programs, film screenings, and workshops. Tours help bring history to life and include holiday tours. Each Museum is used as a private rental venue for multiple events.

Program 3
Expenses: $243,004 Revenue: $43,935

Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues includes original research articles, all of...

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Publications: Published four quarterly issues (approx. 1100 copies each) of the Journal of Arizona History as required by ARS 41-763. These four issues includes original research articles, all of which substantially add to our collective knowledge of Arizona history. They also include book reviews of important books on Arizona, western, and U.S. history, allowing our readership to be aware of relevant books of interest. All current issues of the Journal of Arizona History are now also available digitally on the website of Project MUSE, which is the digital publishing arm of Johns Hopkins University Press. In addition, all issues of the Journal of Arizona History are available on JSTOR, an online journal database that is available throughout the United States and around the globe.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,230,706
Program Service Revenue $267,229
Investment Income $194,463
Other Revenue $265,746
TOTAL REVENUE $3,958,144

Expense Breakdown

Grants Paid $68,999
Salaries & Benefits $2,600,185
Fundraising Expenses $0
Program Expenses $4,164,134
Other Expenses $1,494,950
TOTAL EXPENSES $4,164,134

Year-over-Year Comparison

2024 2023 Change
Revenue $3,958,144 $4,309,297 -0.1%
Expenses $4,164,134 $4,243,618 0.0%
Net Income $-205,990 $65,679 -4.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
42
Volunteers
24

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$224,860
Total Directors
1
$137,500
Key Employees
2
$224,860
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr David Breekner Director 92
Officer Director Key Emp Highest
$137,500 $0 $137,500
Rebekah Percival Assistant Director 84
Officer Key Emp
$87,360 $0 $87,360
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,958,144 $4,164,134 $5,222,285 $-205,990
2024 $4,309,297 $4,243,618 $5,428,758 $65,679
2023 $4,583,415 $3,208,120 $6,783,679 $1,375,295
2022 $1,318,175 $3,663,179 $5,408,384 $-2,345,004
2021 $5,450,544 $3,855,123 $4,905,511 $1,595,421
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