SAN FRANCISCO HISTORICAL SOCIETY

San Francisco's history has a great future.

San Francisco, CA | www.sfhistory.org

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GuideStar Charity Check

EIN: 68-0104888

Contributions tax deductible
as of March 2023

IRS BMF 509(a)(1)
as of March 13, 2023

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Charity Check report

Mission

The San Francisco Historical Society (SFHS) exists to uncover, preserve, and present, in engaging ways, the colorful and diverse history of our city from its earliest days to the present.

Ruling year info

2002

President of the Board

Mr. Tom Owens

Main address

608 Commercial Street

San Francisco, CA 94111 USA

Show more contact info

Formerly known as

San Francisco Historical Society

Museum of the City of San Francisco

EIN

68-0104888

Subject area info

History museums

Humanities

Historical activities

Historic preservation

Education

Population served info

Children and youth

Adults

At-risk youth

NTEE code info

Historical Societies and Related Activities (A80)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

This profile needs more info.

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

San Francisco History Programs

SFHS provides a broad spectrum of programs celebrating the culture and diversity of San Francisco. Our monthly presentations investigate the history, diversity and unique characters of San Francisco’s past. We also offer a series of historical walking tours for adults. We have a walking tour for fourth graders, supporting grade 4 social studies standards, focused on the Gold Rush. We offer an architecture workshop for middle school students and an essay contest, with cash prizes, for high school students. We also offer free field trips to our museum at 608 Commercial Street. In addition, we publish two history journals per year (The Argonaut) and four newsletters (Panorama). Our museum is free to the public.

Public programs offered by SFHS create opportunities for collaboration in sharing the cultural heritage of
San Francisco with new audiences. In exploring diverse pockets of the city, the
SFHS has forged new partnerships with a wide variety of organizations.

.

Population(s) Served

Children and youth

Older adults

Seniors

Young adults

Ethnic and racial groups

Barbary Coast Trail

The Barbary Coast Trail is
a 3.8-mile historic walking tour highlighting many of the most important
locations in San Francisco history. The walk visits the birthplace of the Gold
Rush, the oldest Asian temple in North America, the western terminus of the
Pony Express, and the largest collection of historic ships in the United
States. The trail is marked with a series of bronze medallions set in the
sidewalks to point the way and connects 20 historic sites.

Population(s) Served

Adults

Children and youth

SFHS Walking Tours

The San Francisco Historical Society hosts a myriad of guided historical walking tours. Currently, we have 7 in our roster: 1 for adults over the age of 21, Unspeakable Vice, which provides a walk through queer history in North Beach, the beloved gay neighborhood before The Castro became SF's LBGTQ+ destination, 5 for individuals of all ages, and 1 for schoolchildren, which teaches the history and impact of the gold rush on San Francisco. Our 5 tours available for all ages are: a Fisherman's Wharf tour that goes deep into the history of the wharf and the importance of fishing in early San Francisco, a tour of Chinatown that discusses the impact of the 1906 Earthquake and Fire in the area and how the Chinese community persevered, a gold rush and sunken ships walk, a walk that discusses the history of the Financial District pre-tech boom, and a deep-dive into San Francisco's rowdy past as a town without rules.

Population(s) Served

Adults

Children and youth

LGBTQ people

Where we work

External reviews

Photos

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

We demonstrated a willingness to learn more by reviewing resources about feedback practice.

We shared information about our current feedback practices.

Who are the people you serve with your mission?

We serve the people of San Francisco, including youth, families, educators, and seniors.
How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
What significant change resulted from feedback?

People have requested historical walking tours that better reflect san Francisco's varied demographic. We added a walking tour of Chinatown and one that explores the history of gay culture in North Beach.
Which of the following feedback practices does your organization routinely carry out?

We aim to collect feedback from as many people we serve as possible
What challenges does the organization face when collecting feedback?

We don’t have the right technology to collect and aggregate feedback efficiently

Financials

SAN FRANCISCO HISTORICAL SOCIETY

Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2020

SOURCE: IRS Form 990

5.38

Average of 10.56 over 10 years

Months of cash in 2020

SOURCE: IRS Form 990

6.4

Average of 10.5 over 10 years

Fringe rate in 2020

SOURCE: IRS Form 990

16%

Average of 9% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

Source: IRS Form 990

Digitizing IRS form 990 data

SAN FRANCISCO HISTORICAL SOCIETY

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

Fiscal year ending: Download Data

Revenue
Contributions	$234,818
Government Grants	$1,366,723
Program Services	$59,845
Investments	$221,505
Special Events	$171,455
Sales	$8,684
Other	$594
Total Revenue	$2,063,624

Expenses
Program Services	$132,673
Administration	$180,480
Fundraising	$199,455
Total Expenses	$512,608
Net Gain/Loss	$1,551,016

Functional expenses
Accounting Fees	$26,666
Advertising & Promotion	$49,702
Information Technology Expenses	$13,051
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$4,876
Pension Plan Contributions	$0
Professional Fundraising Expenses	$135,138

Revenue
Contributions	$416,704
Government Grants	$952,475
Program Services	$119,598
Investments	$7,989
Special Events	$135,446
Sales	$25,220
Other	$518
Total Revenue	$1,657,950

Expenses
Program Services	$392,371
Administration	$214,888
Fundraising	$293,270
Total Expenses	$900,529
Net Gain/Loss	$757,421

Functional expenses
Accounting Fees	$24,322
Advertising & Promotion	$80,562
Information Technology Expenses	($7,985)
Insurance Expenses	$8,675
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$6,819
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$420,412
Government Grants	$44,382
Program Services	$129,397
Investments	$230,467
Special Events	$10,921
Sales	$12,702
Other	$0
Total Revenue	$848,281

Expenses
Program Services	$375,943
Administration	$113,712
Fundraising	$130,452
Total Expenses	$620,107
Net Gain/Loss	$228,174

Functional expenses
Accounting Fees	$38,018
Advertising & Promotion	$10,983
Information Technology Expenses	$2,546
Insurance Expenses	$8,098
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$320,306
Government Grants	$0
Program Services	$168,097
Investments	$240,592
Special Events	$62,612
Sales	$9,066
Other	$0
Total Revenue	$800,673

Expenses
Program Services	$405,460
Administration	$197,490
Fundraising	$111,544
Total Expenses	$714,494
Net Gain/Loss	$86,179

Functional expenses
Accounting Fees	$23,102
Advertising & Promotion	$10,000
Information Technology Expenses	$3,122
Insurance Expenses	$9,211
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$304,629
Government Grants	$259,759
Program Services	$503,380
Investments	$251,661
Special Events	$76,033
Sales	$7,268
Other	$0
Total Revenue	$1,402,730

Expenses
Program Services	$471,021
Administration	$200,747
Fundraising	$143,598
Total Expenses	$815,366
Net Gain/Loss	$587,364

Functional expenses
Accounting Fees	$22,781
Advertising & Promotion	$4,380
Information Technology Expenses	$2,482
Insurance Expenses	$9,193
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$7,740
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$339,036
Government Grants	$38,539
Program Services	$673,616
Investments	($13,423,465)
Special Events	($5,153)
Sales	$6,381
Other	$0
Total Revenue	($12,371,046)

Expenses
Program Services	$478,152
Administration	$511,636
Fundraising	$142,122
Total Expenses	$1,131,910
Net Gain/Loss	($13,502,956)

Functional expenses
Accounting Fees	$14,937
Advertising & Promotion	$1,782
Information Technology Expenses	$1,114
Insurance Expenses	$12,529
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$496,752
Government Grants	$34,760
Program Services	$244,823
Investments	$16
Special Events	$7,939
Sales	$9,462
Other	$0
Total Revenue	$793,752

Expenses
Program Services	$248,371
Administration	$138,070
Fundraising	$38,008
Total Expenses	$424,449
Net Gain/Loss	$369,303

Functional expenses
Accounting Fees	$29,056
Advertising & Promotion	$358
Information Technology Expenses	$1,145
Insurance Expenses	$14,311
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$4,585
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$134,137
Government Grants	$10,045
Program Services	$116,309
Investments	$39
Special Events	$17,716
Sales	$929
Other	$0
Total Revenue	$279,175

Expenses
Program Services	$238,125
Administration	$69,352
Fundraising	$6,259
Total Expenses	$313,736
Net Gain/Loss	($34,561)

Functional expenses
Accounting Fees	$11,452
Advertising & Promotion	$70
Information Technology Expenses	$1,845
Insurance Expenses	$11,346
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$270
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$303,552
Government Grants	$0
Program Services	$158,820
Investments	$52
Special Events	$17,164
Sales	$1,369
Other	$0
Total Revenue	$480,957

Expenses
Program Services	$205,164
Administration	$45,242
Fundraising	$6,672
Total Expenses	$257,078
Net Gain/Loss	$223,879

Functional expenses
Accounting Fees	$870
Advertising & Promotion	$0
Information Technology Expenses	$6,579
Insurance Expenses	$8,391
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$116,824
Government Grants	$0
Program Services	$120,629
Investments	$0
Special Events	$25,228
Sales	$0
Other	$14,356
Total Revenue	$277,037

Expenses
Program Services	$299,234
Administration	$39
Fundraising	$58
Total Expenses	$299,331
Net Gain/Loss	($22,294)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$0
Information Technology Expenses	$0
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$123,113
Government Grants	$0
Program Services	$124,750
Investments	$0
Special Events	$47,550
Sales	$0
Other	$8,124
Total Revenue	$303,537

Expenses
Program Services	$533,457
Administration	$1,904
Fundraising	$2,857
Total Expenses	$538,218
Net Gain/Loss	($234,681)

Functional expenses
Accounting Fees	$9,540
Advertising & Promotion	$3,141
Information Technology Expenses	$0
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$391,856
Government Grants	$0
Program Services	$89,694
Investments	$0
Special Events	($3,553)
Sales	$0
Other	$7,151
Total Revenue	$485,148

Expenses
Program Services	$553,695
Administration	$445
Fundraising	$668
Total Expenses	$554,808
Net Gain/Loss	($69,660)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$270
Information Technology Expenses	$0
Insurance Expenses	$18,062
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

SAN FRANCISCO HISTORICAL SOCIETY

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jul 01, 2008	Jun 30, 2009	Change
Contributions	$234,818
Cash & Equivalents	$1,025,011	$1,506,626	$481,615
Accounts Receivable	$0	$44,860	$44,860
Pledges & Grants Receivable	$34,889	$588,200	$553,311
Receivable, Other	$9,677,025	$9,975,461	$298,436
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$2,875	$89,055	$86,180
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$10,429	$12,370	$1,941
Other	$126,222	$34,211	($92,011)
Total Assets	$10,876,451	$12,250,783	$1,374,332

Liabilities	Jul 01, 2008	Jun 30, 2009	Change
Accounts Payable	$390,679	$196,794	($193,885)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$7,465	$7,465
Loans and Notes	$0	$9,736	$9,736
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$390,679	$213,995	($176,684)

Fund balance	Jul 01, 2008	Jun 30, 2009	Change
Temporarily Restricted Net Assets	$126,800	$126,800	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$126,800	$126,800	$0
Unrestricted Net Assets	$10,358,972	$11,909,988	$1,551,016
Net Assets	$10,485,772	$12,036,788	$1,551,016

Assets	Jul 01, 2009	Jun 30, 2010	Change
Contributions	$416,704
Cash & Equivalents	$1,506,626	$838,776	($667,850)
Accounts Receivable	$44,860	$74,699	$29,839
Pledges & Grants Receivable	$588,200	$269,665	($318,535)
Receivable, Other	$9,975,461	$11,361,895	$1,386,434
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$89,055	$2,875	($86,180)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$12,370	$9,816	($2,554)
Other	$34,211	$32,134	($2,077)
Total Assets	$12,250,783	$12,589,860	$339,077

Liabilities	Jul 01, 2009	Jun 30, 2010	Change
Accounts Payable	$196,794	$100,271	($96,523)
Grants Payable	$0	$0	$0
Deferred Revenue	$7,465	$5,905	($1,560)
Loans and Notes	$9,736	$54,009	$44,273
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$213,995	$160,185	($53,810)

Fund balance	Jul 01, 2009	Jun 30, 2010	Change
Temporarily Restricted Net Assets	$126,800	$126,800	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$126,800	$126,800	$0
Unrestricted Net Assets	$11,909,988	$12,302,875	$392,887
Net Assets	$12,036,788	$12,429,675	$392,887

Assets	Jan 01, 2011	Dec 31, 2011	Change
Contributions	$420,412
Cash & Equivalents	$641,434	$398,428	($243,006)
Accounts Receivable	$23,450	$10,565	($12,885)
Pledges & Grants Receivable	$294,865	$297,665	$2,800
Receivable, Other	$11,822,620	$12,437,141	$614,521
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$2,875	$2,875	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$7,969	$6,180	($1,789)
Other	$37,963	$43,519	$5,556
Total Assets	$12,831,176	$13,196,373	$365,197

Liabilities	Jan 01, 2011	Dec 31, 2011	Change
Accounts Payable	$45,465	$29,735	($15,730)
Grants Payable	$0	$0	$0
Deferred Revenue	$27,809	$6,913	($20,896)
Loans and Notes	$73,117	$246,766	$173,649
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$146,391	$283,414	$137,023

Fund balance	Jan 01, 2011	Dec 31, 2011	Change
Temporarily Restricted Net Assets	$809,118	$814,770	$5,652
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$809,118	$814,770	$5,652
Unrestricted Net Assets	$11,875,667	$12,098,189	$222,522
Net Assets	$12,684,785	$12,912,959	$228,174

Assets	Jan 01, 2012	Dec 31, 2012	Change
Contributions	$320,306
Cash & Equivalents	$398,428	$122,256	($276,172)
Accounts Receivable	$10,565	$97,121	$86,556
Pledges & Grants Receivable	$297,665	$269,665	($28,000)
Receivable, Other	$12,437,141	$13,064,599	$627,458
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$2,875	$2,875	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$6,180	$24,778	$18,598
Other	$43,519	$36,891	($6,628)
Total Assets	$13,196,373	$13,618,185	$421,812

Liabilities	Jan 01, 2012	Dec 31, 2012	Change
Accounts Payable	$29,735	$58,531	$28,796
Grants Payable	$0	$0	$0
Deferred Revenue	$6,913	$122,466	$115,553
Loans and Notes	$246,766	$438,050	$191,284
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$283,414	$619,047	$335,633

Fund balance	Jan 01, 2012	Dec 31, 2012	Change
Temporarily Restricted Net Assets	$814,770	$779,805	($34,965)
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$814,770	$779,805	($34,965)
Unrestricted Net Assets	$12,098,189	$12,219,333	$121,144
Net Assets	$12,912,959	$12,999,138	$86,179

Assets	Jan 01, 2013	Dec 31, 2013	Change
Contributions	$304,629
Cash & Equivalents	$122,256	$157,629	$35,373
Accounts Receivable	$97,121	$91,406	($5,715)
Pledges & Grants Receivable	$269,665	$496,819	$227,154
Receivable, Other	$13,064,599	$13,892,647	$828,048
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$2,875	$2,875	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$24,778	$20,647	($4,131)
Other	$36,891	$38,622	$1,731
Total Assets	$13,618,185	$14,700,645	$1,082,460

Liabilities	Jan 01, 2013	Dec 31, 2013	Change
Accounts Payable	$58,531	$469,051	$410,520
Grants Payable	$0	$0	$0
Deferred Revenue	$122,466	$152,852	$30,386
Loans and Notes	$438,050	$492,240	$54,190
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$619,047	$1,114,143	$495,096

SAN FRANCISCO HISTORICAL SOCIETY

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990

This snapshot of SAN FRANCISCO HISTORICAL SOCIETY’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2016	2017	2018	2019	2020
Unrestricted surplus (deficit) before depreciation	-$55,651	$234,618	-$22,294	-$224,803	-$69,246
As % of expenses	-17.8%	91.3%	-7.4%	-41.8%	-12.5%
Unrestricted surplus (deficit) after depreciation	-$56,166	$234,618	-$22,294	-$225,200	-$69,660
As % of expenses	-17.9%	91.3%	-7.4%	-41.8%	-12.6%

Revenue composition
Total revenue (unrestricted & restricted)	$279,175	$480,957	$277,037	$303,537	$485,148
Total revenue, % change over prior year	-64.8%	72.3%	-42.4%	9.6%	59.8%
Program services revenue	41.7%	33.0%	43.5%	41.1%	18.5%
Membership dues	19.7%	12.6%	16.1%	16.9%	7.8%
Investment income	0.0%	0.0%	0.0%	0.0%	0.0%
Government grants	3.6%	0.0%	0.0%	0.0%	0.0%
All other grants and contributions	34.7%	54.1%	35.2%	39.3%	72.2%
Other revenue	0.3%	0.3%	5.2%	2.7%	1.5%

Expense composition
Total expenses before depreciation	$313,221	$257,078	$299,331	$537,821	$554,394
Total expenses, % change over prior year	-26.1%	-17.9%	16.4%	79.7%	3.1%
Personnel	0.0%	0.0%	37.8%	21.6%	16.5%
Professional fees	15.7%	12.9%	0.0%	1.8%	0.0%
Occupancy	46.7%	42.2%	29.1%	16.5%	10.8%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	0.0%
All other expenses	37.6%	44.8%	33.1%	60.1%	72.7%

Full cost components (estimated)	2016	2017	2018	2019	2020
Total expenses (after depreciation)	$313,736	$257,078	$299,331	$538,218	$554,808
One month of savings	$26,102	$21,423	$24,944	$44,818	$46,200
Debt principal payment	$0	$0	$7,203	$0	$0
Fixed asset additions	$0	$0	$0	$16,140	$0
Total full costs (estimated)	$339,838	$278,501	$331,478	$599,176	$601,008

Capital structure indicators

Liquidity	2016	2017	2018	2019	2020
Months of cash	14.5	27.4	23.6	6.5	6.4
Months of cash and investments	14.5	27.4	23.6	6.5	6.4
Months of estimated liquid unrestricted net assets	15.2	29.5	24.4	8.2	6.5

Balance sheet composition	2016	2017	2018	2019	2020
Cash	$377,659	$586,815	$589,773	$289,573	$294,133
Investments	$0	$0	$0	$0	$0
Receivables	$34,720	$25,974	$0	$12,287	$4,085
Gross land, buildings, equipment (LBE)	$23,524	$23,524	$0	$16,140	$16,140
Accumulated depreciation (as a % of LBE)	100.0%	100.0%	0.0%	2.5%	5.0%
Liabilities (as a % of assets)	7.5%	5.1%	4.1%	2.8%	14.9%
Unrestricted net assets	$396,683	$631,301	$609,007	$383,807	$314,147
Temporarily restricted net assets	$21,606	$10,868	$10,868	N/A	N/A
Permanently restricted net assets	$0	$0	$0	N/A	N/A
Total restricted net assets	$21,606	$10,868	$10,868	$1,387	$1,387
Total net assets	$418,289	$642,169	$619,875	$385,194	$315,534

Key data checks

Key data checks	2016	2017	2018	2019	2020
Material data errors	No	Yes	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

President of the Board

Mr. Tom Owens

Number of employees

Source: IRS Form 990

SAN FRANCISCO HISTORICAL SOCIETY

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

SAN FRANCISCO HISTORICAL SOCIETY

Board of directors
as of 01/27/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Thomas Owens

Richard S. E. Johns

Edith Piness

Kevin Pursglove

Joe Barkett

Jack Lapidos

Christopher Aguilar

John Briscoe

Richard Corriea

David Fishman

Lisa Fung

Bruce Lubarsky

Diane L. Gibson

Thomas Gille

David Parry

Miguel Pendás

Donald F. Reid

David Kvaratskheila

Cynthia So Schroeder

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? No
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 1/27/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Gender identity

Male, Not transgender (cisgender)

Disability status

Person with a disability

Race & ethnicity

Gender identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 01/26/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data

We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.

Policies and processes

We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
We have community representation at the board level, either on the board itself or through a community advisory board.
We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.

Contractors

Fiscal year ending

There are no fundraisers recorded for this organization.

SAN FRANCISCO HISTORICAL SOCIETY

San Francisco's history has a great future.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

San Francisco History Programs

Barbary Coast Trail

SFHS Walking Tours

Where we work

How we listen

Financials

Revenue vs. expenses: breakdown

Liquidity in 2020 info

5.38

Months of cash in 2020 info

6.4

Fringe rate in 2020 info

16%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

SAN FRANCISCO HISTORICAL SOCIETY

SAN FRANCISCO HISTORICAL SOCIETY

SAN FRANCISCO HISTORICAL SOCIETY

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

President of the Board

Mr. Tom Owens

Number of employees

SAN FRANCISCO HISTORICAL SOCIETY

Compensation data

SAN FRANCISCO HISTORICAL SOCIETY

Board of directors data

Thomas Owens

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Equity strategies

Contractors

Liquidity in 2020

Months of cash in 2020

Fringe rate in 2020

Funding sources

Assets & liabilities