SAN DIEGO HISTORICAL SOCIETY

EIN: 951728991 501(c)(3)

SAN DIEGO, CA

Total Revenue
$9,316,303
Total Expenses
$4,129,156
Total Assets
$10,367,353
Net Assets
$7,852,630
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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
WILLIAM LAWRENCE
Phone
6192326203
Tax Period
2024-07-01 to 2025-06-30

SAN DIEGO HISTORICAL SOCIETY, founded in 1928, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2024. Revenue surged 278% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.2M, a strong 56% operating margin.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $906,745

DURING THE REPORTING PERIOD THE SAN DIEGO HISTORY CENTER PRESENTED EXHIBITIONS THAT SEEK TO ENGAGE, EDUCATE AND MAKE OUR REGION'S HISTORY RELEVANT TO TODAY: ALOHA VAQUEROS EXPLORED THE UNIQUE...

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DURING THE REPORTING PERIOD THE SAN DIEGO HISTORY CENTER PRESENTED EXHIBITIONS THAT SEEK TO ENGAGE, EDUCATE AND MAKE OUR REGION'S HISTORY RELEVANT TO TODAY: ALOHA VAQUEROS EXPLORED THE UNIQUE CULTURAL BLENDING OF NATIVE HAWAIIAN AND MEXICAN VAQUERO (COWBOY) TRADITIONS IN THE AMERICAN WEST. THE EXHIBIT HIGHLIGHTS THE OFTEN-OVERLOOKED STORIES OF PANIOLO (HAWAIIAN COWBOYS) AND THEIR CONTRIBUTIONS TO RANCHING, HORSEMANSHIP, AND CROSS-CULTURAL IDENTITY IN MEXICO, SAN DIEGO AND HAWAII. TASTE SAN DIEGO: FILIPINO CULINARY JOURNEYS CELEBRATES THE RICH CULINARY HERITAGE OF SAN DIEGO'S FILIPINO COMMUNITY THROUGH FAMILY RECIPES, PERSONAL STORIES, AND HISTORICAL CONTEXT. TASTE SAN DIEGO INVITES VISITORS TO EXPLORE HOW FOOD SERVES AS A VITAL THREAD IN PRESERVING CULTURAL IDENTITY AND FOSTERING COMMUNITY ACROSS GENERATIONS. LA NEIGHBOR: COLLOQUIALLY KNOWN AS LA NEIGHBOR, THE NEIGHBORHOOD HOUSE WAS THE NEXUS OF RELATIONS IN LOGAN HEIGHTS AND OFFERED INTEGRAL SERVICES LIKE HEALTH CARE, FOOD DISTRIBUTION, ENGLISH-LANGUAGE CLASSES, A COMMUNITY OVEN, CITIZENSHIP CLASSES, AND ENRICHMENT ACTIVITIES. THIS NEW EXHIBITION BRINGS TOGETHER THE WRITTEN HISTORY OF THE HOUSE, ALONG WITH NEARLY TWENTY NEW ORAL HISTORY INTERVIEWS FROM FORMER LOGAN HEIGHTS RESIDENTS AND NEIGHBORHOOD HOUSE PARTICIPANTS WHO WERE IMPACTED BY ITS SERVICES. ART PRIZE SAN DIEGO IS AN ANNUAL AWARD HONORING ARTISTIC EXPRESSION WITH A CASH PRIZE, EXHIBITION OPPORTUNITIES, AND SPOTLIGHTS ARTISTS IN THE SAN DIEGO TO ENSENADA, MEXICO REGION WHOSE OUTSTANDING ACHIEVEMENTS IN THE FIELD OF VISUAL ARTS MERIT RECOGNITION. THE EXHIBIT OFFERS A PLATFORM FOR EMERGING AND ESTABLISHED ARTISTS TO ENGAGE WITH HISTORICAL THEMES AND CURRENT ISSUES, BRIDGING ART AND PUBLIC HISTORY. SAN DIEGO STEM WOMEN HONORS THE CONTRIBUTIONS OF WOMEN IN SAN DIEGO'S STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS) FIELDS, BOTH PAST AND PRESENT. FEATURING PROFILES, ARTIFACTS, AND INTERACTIVE ELEMENTS, STEM WOMEN SAN DIEGO HIGHLIGHTS THE GROUNDBREAKING WORK AND CHALLENGES FACED BY LOCAL TRAILBLAZERS. FASHION REDUX: GRAND OCCASIONS IS AN ANNUAL COLLABORATION WITH MESA COLLEGE'S FASHION PROGRAM, AND SPOTLIGHTS HISTORICAL GARMENTS FROM THE SDHC COLLECTION ALONGSIDE STUDENT-DESIGNED CONTEMPORARY INTERPRETATIONS. THE 2025 THEME EXPLORES FASHION WORN DURING SIGNIFICANT MILESTONES SUCH AS WEDDINGS, GALAS, AND FORMAL CEREMONIES. LGBTQ+ SAN DIEGO: STORIES OF STRUGGLES + TRIUMPHS FEATURES STORIES AND PERSONAL HISTORIES THAT CELEBRATE SAN DIEGO'S LGBTQ+ COMMUNITIES. DESIGNED AS A REPRISE OF THE HISTORY CENTER'S GROUND-BREAKING EXHIBITION OF 2018 IN COLLABORATION WITH LAMBDA ARCHIVES OF SAN DIEGO. DESIGNED FOR FLEXIBILITY AND COMMUNITY ENGAGEMENT, THIS EXHIBIT APPEARS AT SDHC AND VARIOUS PUBLIC SPACES TO INCREASE ACCESS AND VISIBILITY OF LGBTQ+ HISTORY THROUGHOUT THE REGION.

Program 2
Expenses: $892,642

THE SAN DIEGO HISTORY CENTER'S LIFE-LONG LEARNING PROGRAM, CONSISTING OF BOTH K-12 AND PUBLIC PROGRAMS, EXPANDED SUMMER SCHOOL PROGRAMS IN CONJUNCTION WITH THE SAN DIEGO UNIFIED SCHOOL DISTRICT'S...

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THE SAN DIEGO HISTORY CENTER'S LIFE-LONG LEARNING PROGRAM, CONSISTING OF BOTH K-12 AND PUBLIC PROGRAMS, EXPANDED SUMMER SCHOOL PROGRAMS IN CONJUNCTION WITH THE SAN DIEGO UNIFIED SCHOOL DISTRICT'S LEVEL UP PROGRAM THAT ARE IN ADDITION TO THE HISTORY CENTER'S ONGOING PARTNERSHIP WITH PRICE PHILANTHROPIES SCHOOL IN THE PARK AND ON-SITE FIELD TRIPS THAT ARE FUNDED BY THE PATRONS OF THE PRADO BUCKS 4 BUSSES PROGRAM. STUDENT PROGRAMMING INCLUDES SEE YOURSELF HERE AN IMMERSIVE PROGRAM FOR STUDENTS HIGHLIGHTING HISTORY MAKERS AND COMMUNITY HEROES.

Program 3
Expenses: $695,085

A SIGNIFICANT ADDITION TO THE SAN DIEGO HISTORY CENTER'S COLLECTIONS HAS BEEN THE ACQUISITION OF THE ARCHIVE OF THE BORREGO SUN NEWSPAPER, THAT WAS FOR MANY YEARS OWNED AND OPERATED BY THE SANDIEGO...

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A SIGNIFICANT ADDITION TO THE SAN DIEGO HISTORY CENTER'S COLLECTIONS HAS BEEN THE ACQUISITION OF THE ARCHIVE OF THE BORREGO SUN NEWSPAPER, THAT WAS FOR MANY YEARS OWNED AND OPERATED BY THE SANDIEGO BASED COPLEY PRESS. A GENEROUS DONOR, WHO WISHES TO REMAIN ANONYMOUS, ALONG WITH THE NEWSPAPERS OWNER, PROVIDED THE FUNDING NECESSARY FOR THEARCHIVE THAT DOCUMENTS MORE THAN 70 YEARS OF THE HISTORY OF BORREGO SPRINGS, SAN DIEGO'S MID-CENTURY MODERN DESERT RESORT COMMUNITY. ALSO, OF SIGNIFICANCE IS THE COMMUNITY ORAL HISTORIES AND ACQUISITIONS OF THE ALL-IN COMMUNITY ARCHIVING PROGRAM. AS PART OF ITS CORE COLLECTIONS MISSION, THE SAN DIEGO HISTORY CENTER CONTINUES TO ADVANCE "DIGITAL FIRST" BY MAKING ITS COLLECTIONS AVAILABLE TO THE PUBLIC. THE COMPLETE CATALOGUE OF THE SAN DIEGO HISTORY CENTER'S DOCUMENT, PHOTO, FINE ART, ORAL HISTORY AND 3D OBJECTS COLLECTION IS AVAILABLE ON LINE (HTTPS://SANDIEGOHISTORY.PASTPERFECTONLINE.COM/). IN ADDITION, THE HISTORY CENTER CONTINUES TO EXPAND ITS DIGITAL HOLDINGS - MAKING MORE IMAGES, PHOTOS AND ART ACCESSIBLE THROUGH ITS ON-LINE COLLECTION PORTAL (HTTPS://COLLECTIONS.SANDIEGOHISTORY.ORG/). ACCESS TO THE ARCHIVE IS THROUGH APPOINTMENTS (FEE BASED DEPENDENT UPON RESEARCH USE) OR THROUGH LOW OR NO-COST "COMMUNITY RESEARCH ACCESS DAYS". A LONG-TERM INSTITUTIONAL GOAL IS TO REDUCE AND/OR REMOVE ENTIRELY ACCESS AND LICENSING FEES FOR PERSONAL RESEARCH AND TO HIRE ADDITIONAL STAFFING NEEDED TO OPEN THE ARCHIVE FOR ADDITIONAL RESEARCH HOURS. COLLECTION STAFF HAVE ALSO WORKED ON THE BACKLOG OF MORE THAN 500 PREVIOUSLY UNPROCESSED COLLECTIONS AND THE EVALUATION OF EXISTING HOLDINGS AGAINST THE HISTORY CENTER'S MISSION. THE RESPONSIBILITIES OF COLLECTION SPECIALISTS ARE NOT JUST TO ASSIST THE PUBLIC WITH RESEARCH INQUIRIES AS THEY RESPONSIBILITIES INCLUDE COLLECTIONS PROCESSING, CREATING FINDING AIDS, COLLECTIONS PRESERVATION, DIGITIZATION AND EVALUATION OF COLLECTIONS ITEMS IN LIGHT OF THE INSTITUTIONS' MISSION.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,648,567
Program Service Revenue $406,209
Investment Income $138,295
Other Revenue $123,232
TOTAL REVENUE $9,316,303

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,802,068
Fundraising Expenses $0
Program Expenses $2,494,472
Other Expenses $2,327,088
TOTAL EXPENSES $4,129,156

Year-over-Year Comparison

2024 2023 Change
Revenue $9,316,303 $2,465,138 +2.8%
Expenses $4,129,156 $3,111,285 +0.3%
Net Income $5,187,147 $-646,147 -9.0%
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
23
Independent Members
23
Employees
31
Volunteers
N/A

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
22
$0
Key Employees
1
$217,855
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT WATKINS CHAIR 4.00
Officer Director
$0 $0 $0
THOMAS SAYER JR VICE-CHAIR 1.00
Officer Director
$0 $0 $0
ELLIS SMITH TREASURER 1.00
Officer Director
$0 $0 $0
CHARLES KAMINSKI SECRETARY 1.50
Officer Director
$0 $0 $0
ROBERT ADELIZZI CHAIR EMERITUS 4.00
Director
$0 $0 $0
JULIE CONNOLLY TRUSTEE 4.00
Director
$0 $0 $0
DEBRA CUSHMAN-PARISH TRUSTEE 4.00
Director
$0 $0 $0
ANDREA DE ROSA TRUSTEE 0.50
Director
$0 $0 $0
JOHNNY ELLIOTT TRUSTEE 0.50
Director
$0 $0 $0
THOMPSON FETTER CHAIR EMERITUS 4.00
Director
$0 $0 $0
BONNIE FLETCHER TRUSTEE 0.50
Director
$0 $0 $0
JAMES JESSOP TRUSTEE 1.50
Director
$0 $0 $0
SHAKA JOHNSON TRUSTEE 0.50
Director
$0 $0 $0
HELEN KINNAIRD TRUSTEE 0.50
Director
$0 $0 $0
SANDRA MAAS TRUSTEE 1.50
Director
$0 $0 $0
BRUCE MAYBERRY TRUSTEE 0.50
Director
$0 $0 $0
BRIAN MOONEY TRUSTEE 0.50
Director
$0 $0 $0
JOHN MORRELL IMMEDIATE PAST CHAIR 0.50
Director
$0 $0 $0
JULIE NOVAK TRUSTEE 0.50
Director
$0 $0 $0
PAUL SAUNDERS TRUSTEE 0.50
Director
$0 $0 $0
HELGA WARNER TRUSTEE 0.50
Director
$0 $0 $0
CAROLINE WOHL TRUSTEE 0.50
Director
$0 $0 $0
WILLIAM LAWRENCE CEO 40.00
Key Emp
$203,416 $14,439 $217,855
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 $9,316,303 $4,129,156 $10,367,353 $5,187,147
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
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