Amador Livermore Valley Historical Society

EIN: 946100957 501(c)(3) Arts, Culture & Humanities

PLEASANTON, CA

Total Revenue
$323,760
Total Expenses
$403,756
Total Assets
$1,409,938
Net Assets
$1,298,017
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Organization Details

Formation Year
1963
Legal Domicile
CA
Principal Officer
Sarah Schaefer
Phone
9254622766
Tax Period
2023-01-01 to 2023-12-31

Amador Livermore Valley Historical Society, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $324K in total revenue in fiscal year 2023. Expenses of $404K exceeded revenue, resulting in a 25% operating deficit.

Mission

The Museum provides and maintains historical exhibits traveling exhibits collections and archives to present educational programs that benefit the general public. We enrich community life through education and preservation.

Program Service Accomplishments

Program 1
Expenses: $118,897 Revenue: $0

Exhibits and Collections: The Museum creates and displays a series of exhibitions annually that cover a wide variety of topics from local history art and collectibles. These exhibits integrate local...

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Exhibits and Collections: The Museum creates and displays a series of exhibitions annually that cover a wide variety of topics from local history art and collectibles. These exhibits integrate local state and national history along with other disciplines of art and natural history in order to give our guests a more well-rounded approach to the world in which they live. This past year exhibits included: Imagination Expressed 2023 with the Pleasanton Art League a traveling exhibit- She Sang Me a Good Luck Song The California Indian Photographs of Dugan Aguilar a Smithsonian Exhibit about work and two major in-house exhibits celebrating the local high schools 50th and 100th anniversaries. Annual visitors to our exhibits in 2023 is estimated at 18,000. Related to our exhibits work is our collections work. We maintain a collection and archive of over 200,000 artifacts document and images. Every year we provide research opportunities within our collection. In 2023 we served 50 researchers. Another part of collections work is providing a repository for individuals' Pleasanton artifacts. In 2023 we served 28 individuals who needed homes for their Pleasanton Historical artifacts.

Program 2
Expenses: $101,851 Revenue: $18,130

Education and Lectures: We see every third-grade student in the Pleasanton Unified School District 1,908 students. Students first engage with a wide variety of artifacts that relate to Pleasanton...

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Education and Lectures: We see every third-grade student in the Pleasanton Unified School District 1,908 students. Students first engage with a wide variety of artifacts that relate to Pleasanton History in their classrooms and then they come and visit the museum to explore our history gallery and go on a historic walking tour. We also offered specialty school tours scout tours and camp programs which served 76 students in 2023. We also offered a monthly preschool reading and craft program that attracts 20-25 children and caregivers each month. This program is also offered in the afternoon once a month for adults with developmental disabilities 10-15 participants monthly. We do an intergenerational Family Day 4 times a year during the summer months and in 2023 our family days served 1,436 participants. We also offered walking tours museum on wheels lectures an appraisal event and a discussion lecture series for adults and seniors 495 participants in 2023. Finally we provide exhibit-related programming that changes each year depending on the exhibits. We also do programs at other organizations events and festivals reaching 247 individuals. In 2023 our exhibit related programing included artist demos during our Pleasanton Art League show which served 120 participants. One of the largest educational programs done by the museum is our monthly Ed Kinney Lecture Series where presenters portray historical characters in the Chautauqua style of performance. In 2023 Ed Kinney served 3,424.

Program 3
Expenses: $38,043 Revenue: $19,445

Ghost Walk: Ghost Walk is an annual event where the Museum hosts historic walking tours mixed with the haunted legends associated with many of Pleasanton's Historic Buildings. There are 9 haunted...

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Ghost Walk: Ghost Walk is an annual event where the Museum hosts historic walking tours mixed with the haunted legends associated with many of Pleasanton's Historic Buildings. There are 9 haunted locations where groups visit and hear from an actor portraying the spirit. The actor shared the history of the building as well as the ghost stories associated with the building. Some of our stories date back to the 1890s. The event occurs over 4 nights in the month of October and serves 1036 participants annually. In addition to providing historic walking tours to the public the program provides volunteer opportunities for youth actors who fill a majority of the acting spots along the route. The program takes 35 volunteers to put on every night and therefore is a great opportunity for members of the community to get service hours.

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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 (2023)

Revenue Breakdown

Contributions & Grants $205,698
Program Service Revenue $49,914
Investment Income $41,841
Other Revenue $26,307
TOTAL REVENUE $323,760

Expense Breakdown

Grants Paid $6,750
Salaries & Benefits $255,114
Fundraising Expenses $25,431
Program Expenses $296,941
Other Expenses $141,892
TOTAL EXPENSES $403,756

Year-over-Year Comparison

2023 2022 Change
Revenue $323,760 $301,771 +0.1%
Expenses $403,756 $305,599 +0.3%
Net Income $-79,996 $-3,828 +19.9%
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
13
Independent Members
13
Employees
5
Volunteers
60

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
5
$0
Total Directors
14
$0
Key Employees
1
$90,273
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sarah Schaefer Executive Director 40.00
Key Emp Highest
$90,273 $0 $90,273
Kathleen Hart Hinek President 5.00
Officer Director
$0 $0 $0
Linda Garbarino Vice President 5.00
Officer Director
$0 $0 $0
Rebecca Bruner Secretary 5.00
Officer Director
$0 $0 $0
Larry Annis Treasuer 5.00
Officer Director
$0 $0 $0
Christina Nystrom Treasurer 5.00
Officer Director
$0 $0 $0
Gary Kirscher Board Member 5.00
Director
$0 $0 $0
Peter MacDonald Board Member 5.00
Director
$0 $0 $0
Roz Wright Board Member 5.00
Director
$0 $0 $0
Lila Terkelsen Board Member 5.00
Director
$0 $0 $0
Christina Gray Board Member 5.00
Director
$0 $0 $0
Stephanie Wedge Bonde Board Member 5.00
Director
$0 $0 $0
Jim Gulseth Board Member 5.00
Director
$0 $0 $0
Sandra Jellison Board Member 5.00
Director
$0 $0 $0
Soumya Das Board Member 5.00
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 No data No data No data No data
2023 $323,760 $403,756 $1,409,938 $-79,996
2022 $301,771 $305,599 $1,272,663 $-3,828
2021 $310,768 $268,009 $1,472,612 $42,759
2020 $246,744 $240,482 $1,259,133 $6,262
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