SAN JOAQUIN PIONEER & HISTORICAL SOCIETY

EIN: 941196214 501(c)(3)

STOCKTON, CA

Total Revenue
$2,786,855
Total Expenses
$1,841,478
Total Assets
$25,570,655
Net Assets
$25,400,875
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1928
Legal Domicile
CA
Principal Officer
SUSAN OBERT
Phone
2099406300
Tax Period
2024-01-01 to 2024-12-31

SAN JOAQUIN PIONEER & HISTORICAL SOCIETY, founded in 1928, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $945K, a strong 34% operating margin.

Mission

TO INSPIRE PRESENT AND FUTURE GENERATIONS TO APPRECIATE THE FINE ARTS AND REGIONAL HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,594,078
Program Service Revenue $47,410
Investment Income $1,100,253
Other Revenue $45,114
TOTAL REVENUE $2,786,855

Expense Breakdown

Grants Paid $0
Salaries & Benefits $916,212
Fundraising Expenses $204,943
Program Expenses $1,155,543
Other Expenses $925,266
TOTAL EXPENSES $1,841,478

Year-over-Year Comparison

2024 2023 Change
Revenue $2,786,855 $2,275,595 +0.2%
Expenses $1,841,478 $1,706,471 +0.1%
Net Income $945,377 $569,124 +0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
19
Volunteers
200

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
4
$0
Total Directors
18
$149,417
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KLOCKE MIKE BOARD CHAIR 2.00
Officer Director
$0 $0 $0
HENDERSON GERRY TRUSTEE 2.00
Director
$0 $0 $0
BODDINGTON SHANE TRUSTEE 2.00
Director
$0 $0 $0
CASTELLANOS STEPHAN TRUSTEE 2.00
Director
$0 $0 $0
HART KATHLEEN TRUSTEE 2.00
Director
$0 $0 $0
OBERT SUSAN CEO 40.00
Director
$149,417 $0 $149,417
FONTANILLA LESLEY TRUSTEE 2.00
Director
$0 $0 $0
SOULSBY KEVIN TREASURER 2.00
Officer Director
$0 $0 $0
BARTH-FEIST DIANE SECRETARY 2.00
Officer Director
$0 $0 $0
MCKINLEY JOHN TRUSTEE 2.00
Director
$0 $0 $0
ZUCKERMAN ED TRUSTEE 2.00
Director
$0 $0 $0
MCCLURE DICK TRUSTEE 2.00
Director
$0 $0 $0
BOTT ANTHONY TRUSTEE 2.00
Director
$0 $0 $0
ORNELAS CAROL J TRUSTEE 2.00
Director
$0 $0 $0
SEM REBECCA TRUSTEE 2.00
Director
$0 $0 $0
WOLFE MARIKA VICE CHAIR 2.00
Officer Director
$0 $0 $0
SCHENONE SHARON TRUSTEE 2.00
Director
$0 $0 $0
DIALLO JEFFREY TRUSTEE 2.00
Director
$0 $0 $0
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
2024 $2,786,855 $1,841,478 $25,570,655 $945,377
2023 $2,275,595 $1,706,471 $23,843,750 $569,124
2022 $1,234,876 $1,611,315 $21,797,653 $-376,439
2021 $1,483,946 $1,350,105 $25,312,580 $133,841
2020 $3,132,392 $1,459,672 $24,583,162 $1,672,720
2019 $1,402,213 $1,652,824 $22,709,188 $-250,611
2018 $4,482,462 $1,555,643 $20,889,099 $2,926,819
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