SAN DIEGO HISTORICAL SOCIETY (EIN 951728991) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Phone

6192326203

Tax Period

2022-07-01 to 2023-06-30

SAN DIEGO HISTORICAL SOCIETY, founded in 1928, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2022. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 89% operating deficit.

Mission

THE MISSION OF THE SAN DIEGO HISTORY CENTER IS TO PRESERVE OUR REGIONS HISTORY - TELL THE DIVERSE STORY OF OUR REGIONS PAST, PRESENT, AND FUTURE EDUCATE AND ENRICH OUR COMMUNITY AND FOSTER CIVIC PRIDE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $805,067

Program Service Revenue $306,602

Investment Income $41,449

Other Revenue $85,425

TOTAL REVENUE $1,238,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,198,264

Fundraising Expenses $324,001

Program Expenses $1,190,906

Other Expenses $1,147,925

TOTAL EXPENSES $2,346,189

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,238,543	$1,797,998	-0.3%
Expenses	$2,346,189	$2,310,932	+0.0%
Net Income	$-1,107,646	$-512,934	+1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

362

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

$171,018

Total Directors

Key Employees

$120,321

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LAWRENCE	PRESIDENT CEO	040.00	Officer Highest	$140,440	$30,578	$171,018
MARI ZAPOUR	VP EDUCATION	040.00	Key Emp	$108,292	$12,029	$120,321
ROBERT F ADELIZZI	CHAIR EMERITUS	004.00	Director	$0	$0	$0
BRUCE MAYBERRY	TRUSTEE	002.00	Director	$0	$0	$0
CHARLES KAMINSKI	SECRETARY	004.00	Officer Director	$0	$0	$0
RAY CARPENTER	TRUSTEE	002.00	Director	$0	$0	$0
DEBRA CUSHMAN-PARRISH	VICE CHAIR	004.00	Officer Director	$0	$0	$0
THOMPSON FETTER	PAST CHAIR	004.00	Director	$0	$0	$0
CAMILLE HOM NEWBERN	TRUSTEE	002.00	Director	$0	$0	$0
SHAKA JOHNSON	TRUSTEE	002.00	Director	$0	$0	$0
ERIN CHAMBERS SMITH	TRUSTEE	002.00	Director	$0	$0	$0
JULIE CONNELLY	TRUSTEE	002.00	Director	$0	$0	$0
BRIAN MOONEY	TRUSTEE	002.00	Director	$0	$0	$0
ELLIS C SMITH	TREASURER	004.00	Officer Director	$0	$0	$0
ALLAN WASSERMAN	TRUSTEE	002.00	Director	$0	$0	$0
JOHN MORRELL	CHAIR	004.00	Officer Director	$0	$0	$0
BONNIE FLETCHER	TRUSTEE	002.00	Director	$0	$0	$0
THOMAS SAYER JR	VICE CHAIR	004.00	Director	$0	$0	$0
HELEN KINNAIRD	TRUSTEE	002.00	Director	$0	$0	$0
MARGIE WARNER	TRUSTEE	002.00	Director	$0	$0	$0
JONNY ELLIOTT	TRUSTEE	002.00	Director	$0	$0	$0
ROBERT J WATKINS	VICE CHAIR	004.00	Officer Director Key Emp	$0	$0	$0
ROBERT BOWDEN	TRUSTEE	002.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,238,543	$2,346,189	$5,753,235	$-1,107,646
2022	$1,797,998	$2,310,932	$6,707,425	$-512,934
2021	$1,548,156	$1,801,206	$5,956,806	$-253,050
2020	$1,907,291	$2,602,296	$5,624,317	$-695,005
2019	$2,841,074	$2,634,483	$6,059,477	$206,591
2018	$2,808,323	$2,490,757	$5,649,593	$317,566

SAN DIEGO HISTORICAL SOCIETY