{"success":true,"data":{"_id":951728991,"filings":[{"Organization":{"value":null,"Person":["ROBERT F ADELIZZI","DEBBY CUSHMAN-PARRISH","THOMPSON FETTER","ALLAN WASSERMAN","ANN HILL","LUCY C JACKSON","JOSEPH CRAVER","BOB WATKINS","CHUCK BIELER","FRANK ALESSI","RAY CARPENTER","DAN EATON","WILLIAM LAWRENCE","ANN NAVARRA","SUSAN PEINADO","SANDRA PERLATTI","GAYLE HOM","ROGER ZUCCHET","TOM WORNHAM","KAY PORTER","MARGIE WARNER","JOHN MORRELL","RICHARD BRIGANTE","HAL SADLER","CHARLOTTE CAGAN"],"Title":["PRES. EMERITUS","Trustee","President","Trustee","Secretary","Trustee","Vice President","Vice President","Trustee","Treasurer","Trustee","Trustee","Executive Dir.","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","PRES EMERITUS","Form Exec Dir."],"Hours":[3.0,2.0,15.0,2.0,5.0,2.0,2.0,10.0,2.0,10.0,2.0,2.0,40.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,54568,0,0,0,0,0,0,0,0,0,0,0,106813],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,50001,0,0,0,0,0,0,0,0,0,0,0,102496],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,4567,0,0,0,0,0,0,0,0,0,0,0,4317]},"Basic":{"value":null,"mission":"Reaching over 150,000 san diegans annually, the san diego history center tells the diverse story of our region past, present and future educating and enriching our community, preserving our history and fostering civic pride.","year":2015,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":54,"Total Gross UBI":98019,"Net unrelated business taxable income":4544,"Number of employees":54,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2353151,"Contributions":{"value":1633754,"Other contributions":1420000,"Contributions from gifts and grants":0,"Fundraising revenue":26450,"Dues":0,"Campaigns":0,"Grant revenue":187304,"Related organizations":0},"Program revenue":{"value":515932,"Total revenue":{"value":515932,"ADMISSIONS":259874,"FEES AND RENTALS":92936,"Membership Dues & Assessments":121429,"PROGRAM AND EVENTS":41693},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3421,"Investment income total":3421,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":200044,"Other total":14815,"Royalties revenue":1917,"Net rental income":98019,"Net income from fundraising events":-50987,"Net income from gaming":0,"Net income":136280,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":3018017,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1660184,"Current officers":218868,"Disqualified persons":0,"Other salaries and wages":1126786,"Pension plan contributions":0,"Other employee benefits":195885,"Payroll taxes":118645},"Other expenses":{"value":1357833,"Management services":0,"Legal":6548,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":101541,"Advertising":67238,"Office expenses":19946,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":18014,"Conferences and meetings":0,"Interest":1129,"Payments to affiliates":0,"Depreciation and depletion":85542,"Insurance":41775,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":656426,"OUTSIDE SERVICES":207452,"PRODUCTION & EXHIBITION COSTS":201102,"UTILITIES":141049,"BUILDING MAINTENANCE & REPAIRS":106823},"All other expenses":359674},"Functional Expenses":{"value":null,"Program Service Expenses":1982135,"Management And General Expenses":661372,"Fundraising Expenses":374510}},"Assets":{"value":4727518,"Non-interest bearing cash":498674,"Savings and temp cash investments":256438,"Pledges and grants receivable":467968,"Accounts receivable":70163,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":19739,"Prepaid expenses deferred charges":21246,"Land, building, equipment":2419806,"Investments publicly traded":575296,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":398188},"Liabilities":{"value":389178,"Sum of Total Liabilities":0,"Accounts payable, accrued":305377,"Grants payable":0,"Deferred, revenue":30553,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":43755,"Other liabilities":9493},"Fund balance":{"value":4338340,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2990444,"Temporarily restricted net assets":662416,"Permanently restricted net assets":685480},"Ratings":{"Program Expense Ratio":{"score":0.6567673409394315,"percentile":0.5153041495814973},"Fundraising Efficiency":{"score":4.362377506608635,"percentile":0.1753326862500564},"Operating Margin":{"score":-0.2825428542409731,"percentile":0.1184522158470118},"Liabilities to Assets Ratio":{"score":0.08232184414739405,"percentile":0.34415645335470224},"Operating Reserve Ratio":{"score":1.5664318656919427,"percentile":0.5504002518865726},"Officer Compensation Ratio":{"score":0.05347252848476334,"percentile":0.7399507801286125},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.474527609908915,"percentile":0.2622691101861597}},"source_xml":"201741339349300234_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","ROBERT F ADELIZZI","CHARLES KAMINSKI","RICHARD BREGANTE","RAY CARPENTER","BRIAN CHAMBERS","JOE CRAVER","DEBRA CUSHMAN-PARRISH","JOSH BUCHHOLZ","THOMPSON FETTER","JOHN BROCKINGTON","GAYLE HOM","ERIN CHAMBERS SMITH","JULIE CONNOLLY","BRIAN MOONEY","JOHN MORRELL","ELLIS C SMITH","ALLAN WASSERMAN","ROBERT WATKINS","BONNIE FLETCHER","THOMAS SAYER JR","JAMES SIEGEL","HELEN KINNAIRD","MARGIE WARNER"],"Title":["President & CEO","CHAIR EMERITUS","Trustee","Trustee","Trustee","Trustee","VICE CHAIR","VICE CHAIR","Trustee","PAST CHAIR","Trustee","Trustee","Trustee","Trustee","Trustee","Chair","Trustee","Secretary","Vice Chair","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[40.0,2.0,2.0,2.0,2.0,2.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,10.0,2.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[141252,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[130695,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[10557,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The mission of the san diego history center is to preserve our regions history - tell the diverse story of our region past, present and future educate and enrich our community and foster civic pride.","year":2020,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":362,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"1649 EL PRADO 3, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":30,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":30,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1548156,"Contributions":{"value":1377155,"Other contributions":767990,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":103923,"Campaigns":0,"Grant revenue":505242,"Related organizations":0},"Program revenue":{"value":80104,"Total revenue":{"value":80104,"ADMISSIONS":19744,"FEES AND RENTALS":58296,"PROGRAM AND EVENTS":2064},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":5021,"Investment income total":5021,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":85876,"Other total":27048,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":-1375,"Net income from gaming":0,"Net income":60203,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1801206,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":836253,"Current officers":130659,"Disqualified persons":0,"Other salaries and wages":540238,"Pension plan contributions":0,"Other employee benefits":78231,"Payroll taxes":87125},"Other expenses":{"value":964953,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":74299,"Advertising":4862,"Office expenses":2441,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":6000,"Conferences and meetings":0,"Interest":4365,"Payments to affiliates":0,"Depreciation and depletion":220950,"Insurance":33043,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":443517,"PRODUCTION & EXHIBITION COSTS":210814,"UTILITIES":94512,"BUILDING MAINTENANCE & REPAIRS":70040,"OUTSIDE SERVICES":68151},"All other expenses":175476},"Functional Expenses":{"value":null,"Program Service Expenses":1201219,"Management And General Expenses":271151,"Fundraising Expenses":328836}},"Assets":{"value":5956806,"Non-interest bearing cash":297079,"Savings and temp cash investments":706387,"Pledges and grants receivable":35223,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":42303,"Land, building, equipment":2194365,"Investments publicly traded":2171678,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":509771},"Liabilities":{"value":673456,"Sum of Total Liabilities":0,"Accounts payable, accrued":187165,"Grants payable":0,"Deferred, revenue":231675,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":148507,"Unsecured notes loans payable":0,"Other liabilities":106109},"Fund balance":{"value":5283350,"Net assets without donor restriction":4432971,"Net assets with donor restriction":850379,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6668970678534271,"percentile":0.5197276308475587},"Fundraising Efficiency":{"score":4.187969078811323,"percentile":0.1673910351124283},"Operating Margin":{"score":-0.1634525202886531,"percentile":0.17205853490721526},"Liabilities to Assets Ratio":{"score":0.11305656084821296,"percentile":0.3133348245670097},"Operating Reserve Ratio":{"score":3.30712089566657,"percentile":0.7325568447407462},"Officer Compensation Ratio":{"score":0.07842079140309326,"percentile":0.6305970021689368},"Program Expense Growth":{"score":-0.04631079485836414,"percentile":0.20446683421865106},"Revenue Growth":{"score":-0.09828083589639439,"percentile":0.1458985831155891},"Asset Growth":{"score":0.02796355987051827,"percentile":0.4374832308940131},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.42983070361280085,"percentile":0.17271776981883188}},"source_xml":"202221339349304567_public.xml"},{"Organization":{"value":null,"Person":["ROBERT F ADELIZZI","FRANK ALESSI","CHARLES BIELER","RICHARD BREGANTE","RAY CARPENTER","BRIAN CHAMBERS","JOE CRAVER","DEBBY CUSHMAN-PARRISH","DAN EATON","THOMPSON FETTER","JAMES FITZPATRICK","KEVIN J HEINLY","GAYLE HOM","ROBERT KITTLE","BRIAN F MOONEY","JOHN MORRELL","HAL SADLER","ELLIS C SMITH","CHARLES VAN VECHTEN","MARGIE WARNER","ALLAN WASSERMAN","BOB WATKINS","STEPHEN WILLIAMS","WILLIAM LAWRENCE"],"Title":["Pres. Emeritus","TREASURER","Trustee","Trustee","Trustee","Trustee","Vice President","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Trustee","Vice President","Pres. Emeritus","Trustee","Trustee","Asst. Secretary","Secretary","Vice President","Trustee","Executive Dir."],"Hours":[3.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,15.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,2.0,2.0,2.0,2.0,10.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,80952],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,73671],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,7281]},"Basic":{"value":null,"mission":"Reaching over 150,000 san diegans annually, the san diego history center tells the diverse story of our region - past, present and future - educating and enriching our community, preserving history and fostering civic pride","year":2016,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":23,"Number of independent voting members":23,"Number of employees total":50,"Total Gross UBI":100452,"Net unrelated business taxable income":3507,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2838933,"Contributions":{"value":1680587,"Other contributions":1297220,"Contributions from gifts and grants":0,"Fundraising revenue":115038,"Dues":0,"Campaigns":0,"Grant revenue":268329,"Related organizations":0},"Program revenue":{"value":361526,"Total revenue":{"value":361526,"ADMISSIONS":130195,"FEES AND RENTALS":84359,"Membership Dues & Assessments":120643,"PROGRAM AND EVENTS":26329},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":630521,"Investment income total":11500,"Net investment gain":619021,"Income from invest bond proceeds":0},"Other revenues":{"value":166299,"Other total":10206,"Royalties revenue":438,"Net rental income":100452,"Net income from fundraising events":-56040,"Net income from gaming":0,"Net income":111243,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2750444,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1461371,"Current officers":122860,"Disqualified persons":0,"Other salaries and wages":1072580,"Pension plan contributions":0,"Other employee benefits":144538,"Payroll taxes":121393},"Other expenses":{"value":1289073,"Management services":0,"Legal":7600,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":48687,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":8823,"Conferences and meetings":0,"Interest":504,"Payments to affiliates":0,"Depreciation and depletion":88687,"Insurance":39366,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":759214,"OUTSIDE SERVICES":328619,"PRODUCTION & EXHIBITION COSTS":238797,"UTILITIES":123393,"Printing and Publications":68405},"All other expenses":336192},"Functional Expenses":{"value":null,"Program Service Expenses":1770346,"Management And General Expenses":424951,"Fundraising Expenses":555147}},"Assets":{"value":5119108,"Non-interest bearing cash":568435,"Savings and temp cash investments":1106684,"Pledges and grants receivable":887394,"Accounts receivable":196849,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":23261,"Prepaid expenses deferred charges":9865,"Land, building, equipment":1482336,"Investments publicly traded":328287,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":515997},"Liabilities":{"value":488082,"Sum of Total Liabilities":0,"Accounts payable, accrued":452590,"Grants payable":0,"Deferred, revenue":35492,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":4631026,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":3059890,"Temporarily restricted net assets":855617,"Permanently restricted net assets":715519},"Ratings":{"Program Expense Ratio":{"score":0.6436582602663424,"percentile":0.5100045918490651},"Fundraising Efficiency":{"score":3.027282863818052,"percentile":0.11595943536703734},"Operating Margin":{"score":0.031169809220576886,"percentile":0.4807695795873339},"Liabilities to Assets Ratio":{"score":0.0953451265337633,"percentile":0.33019887485599764},"Operating Reserve Ratio":{"score":1.8611933200603248,"percentile":0.5970853587089924},"Officer Compensation Ratio":{"score":0.02943233892418824,"percentile":0.8628236616790725},"Program Expense Growth":{"score":0.003704789425726327,"percentile":0.3380455543739894},"Revenue Growth":{"score":-0.12928131778053845,"percentile":0.11642926874609272},"Asset Growth":{"score":-0.03054240307226765,"percentile":0.21150114653724444},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4739456244271604,"percentile":0.2610086067407237}},"source_xml":"201800459349301950_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","ROBERT F ADELIZZI","BRUCE MAYBERRY","CHARLES KAMINSKI","RAY CARPENTER","DEBRA CUSHMAN-PARRISH","THOMPSON FETTER","CAMILLE HOM NEWBERN","SHAKA JOHNSON","ERIN CHAMBERS SMITH","JULIE CONNELLY","JULIE NOVAK","BRIAN MOONEY","ELLIS C SMITH","ALLAN WASSERMAN","JOHN MORRELL","BONNIE FLETCHER","THOMAS SAYER JR","HELEN KINNAIRD","MARGIE WARNER","JONNY ELLIOTT","ROBERT J WATKINS","JOSH BUCHHOLZ","ROBERT BOWDEN"],"Title":["PRESIDENT CEO","CHAIR EMERITUS","TRUSTEE","SECRETARY","TRUSTEE","VICE CHAIR","IMMEDIATE PAST CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","CHAIR","TRUSTEE","VICE CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIR","TRUSTEE","TRUSTEE"],"Hours":[40.0,4.0,2.0,4.0,2.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0,2.0],"Total Compensation":[166368,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[166368,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2023,"name":"SAN DIEGO HISTORICAL SOCIETY","phone":6192326203,"website":"W W W . S A N D I E G O H I S T O R Y . O R G","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1928,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"1649 EL PRADO STE 3, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":26,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":26,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2465138,"Contributions":{"value":1671039,"Other contributions":1383083,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":106889,"Campaigns":0,"Grant revenue":181067,"Related organizations":0},"Program revenue":{"value":313116,"Total revenue":{"value":313116,"ADMISSIONS":99359,"FEES AND RENTAL":158477,"PROGRAMS AND EVENTS":55280},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":329321,"Investment income total":329321,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":151662,"Other total":54445,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":97217,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":3111285,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1356868,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":1185785,"Pension plan contributions":0,"Other employee benefits":85225,"Payroll taxes":85858},"Other expenses":{"value":1754417,"Management services":0,"Legal":19292,"Accounting":122392,"Lobbying services":0,"Investment management fees":0,"Other services":61649,"Advertising":85497,"Office expenses":160711,"Information technology":48363,"Royalties":0,"Occupancy":364080,"Travel":17975,"Conferences and meetings":0,"Interest":65358,"Payments to affiliates":0,"Depreciation and depletion":103378,"Insurance":31819,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":653060,"PRODUCTION EXHIBITION COSTS":335022,"OUTSIDE SERVICES":226727,"EQUIPMENT":36119,"PROGRAM AND COLLECTIONS":55192},"All other expenses":20843},"Functional Expenses":{"value":null,"Program Service Expenses":1747450,"Management And General Expenses":1363835,"Fundraising Expenses":0}},"Assets":{"value":4987099,"Non-interest bearing cash":21054,"Savings and temp cash investments":862697,"Pledges and grants receivable":0,"Accounts receivable":43,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":75746,"Land, building, equipment":2020106,"Investments publicly traded":927234,"Investments other":985271,"Investments program related":0,"Intangible assets":0,"Other assets":94948},"Liabilities":{"value":2406879,"Sum of Total Liabilities":0,"Accounts payable, accrued":197300,"Grants payable":0,"Deferred, revenue":47695,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1948486,"Unsecured notes loans payable":0,"Other liabilities":213398},"Fund balance":{"value":2580220,"Net assets without donor restriction":1729840,"Net assets with donor restriction":850380,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5616489649774932,"percentile":0.48638919545970855},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.2621139262791779,"percentile":0.12520973962225773},"Liabilities to Assets Ratio":{"score":0.4826210588560604,"percentile":0.14012762338319953},"Operating Reserve Ratio":{"score":1.6029065161179383,"percentile":0.5567604686820152},"Officer Compensation Ratio":{"score":0.05347243984398729,"percentile":0.73995126851789},"Program Expense Growth":{"score":-0.03192827756541464,"percentile":0.23173501993571557},"Revenue Growth":{"score":-0.07228295758095526,"percentile":0.1800685414929122},"Asset Growth":{"score":0.012572946849431834,"percentile":0.372547645288095},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4310676026430764,"percentile":0.17498199637907735}},"source_xml":"202521359349318867_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","ROBERT F ADELIZZI","FRANK ALESSI","CHARLES KAMINSKI","RICHARD BREGANTE","RAY CARPENTER","BRIAN CHAMBERS","JOE CRAVER","DEBRA CUSHMAN-PARRISH","JOSH BUCHHOLZ","THOMPSON FETTER","JOHN BROCKINGTON","JULIE NOVAK","GAYLE HOM","ERIN CHAMBERS SMITH","JULIE CONNOLLY","BRIAN MOONEY","JOHN MORRELL","ELLIS C SMITH","CHARLES VAN VECHTEN","ALLAN WASSERMAN","ROBERT WATKINS","BONNIE FLETCHER","THOMAS SAYER JR","JAMES SIEGEL","HELEN KINNAIRD","MARGIE WARNER"],"Title":["Executive Dir.","CHAIR EMERITUS","TREASURER","Trustee","Trustee","Trustee","Trustee","VICE CHAIR","VICE CHAIR","Trustee","AST CHAIR","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Chair","Trustee","Trustee","Secretary","Vice Chair","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[40.0,2.0,10.0,2.0,2.0,2.0,2.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,10.0,2.0,2.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[132937,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[121950,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[10987,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The mission of the san diego history center is to preserve our regions history - tell the diverse story of our region past, present and future educate and enrich our community and foster civic pride.","year":2019,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":362,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":26,"Number of independent voting members":26,"Number of employees total":33,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":33,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1907291,"Contributions":{"value":1589230,"Other contributions":1039347,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":129555,"Campaigns":0,"Grant revenue":420328,"Related organizations":0},"Program revenue":{"value":237360,"Total revenue":{"value":237360,"ADMISSIONS":98442,"FEES AND RENTALS":105498,"PROGRAM AND EVENTS":33420},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":7998,"Investment income total":7998,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":72703,"Other total":23745,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":2416,"Net income from gaming":0,"Net income":46542,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2602296,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1315687,"Current officers":142131,"Disqualified persons":0,"Other salaries and wages":975103,"Pension plan contributions":0,"Other employee benefits":113504,"Payroll taxes":84949},"Other expenses":{"value":1286609,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":74579,"Advertising":98460,"Office expenses":7837,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":7622,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":171607,"Insurance":36645,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":686500,"PRODUCTION & EXHIBITION COSTS":257123,"OUTSIDE SERVICES":239349,"UTILITIES":103950,"BUILDING MAINTENANCE & REPAIRS":86078},"All other expenses":203359},"Functional Expenses":{"value":null,"Program Service Expenses":1725982,"Management And General Expenses":367364,"Fundraising Expenses":508950}},"Assets":{"value":5624317,"Non-interest bearing cash":344911,"Savings and temp cash investments":1042449,"Pledges and grants receivable":99175,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":12672,"Prepaid expenses deferred charges":9205,"Land, building, equipment":2423727,"Investments publicly traded":1272659,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":419519},"Liabilities":{"value":774319,"Sum of Total Liabilities":0,"Accounts payable, accrued":153411,"Grants payable":0,"Deferred, revenue":371413,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":150000,"Unsecured notes loans payable":0,"Other liabilities":99495},"Fund balance":{"value":4849998,"Net assets without donor restriction":4089871,"Net assets with donor restriction":760127,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6632535268854888,"percentile":0.518088058775668},"Fundraising Efficiency":{"score":3.1225660673936537,"percentile":0.12001954690729716},"Operating Margin":{"score":-0.36439379203278366,"percentile":0.0969309384208749},"Liabilities to Assets Ratio":{"score":0.13767342772464639,"percentile":0.29286641332081353},"Operating Reserve Ratio":{"score":2.161290260600639,"percentile":0.635984696839838},"Officer Compensation Ratio":{"score":0.05108450383814908,"percentile":0.7514836045277593},"Program Expense Growth":{"score":-0.014812333863075434,"percentile":0.2739320703238472},"Revenue Growth":{"score":-0.07354559978403045,"percentile":0.1781345302477623},"Asset Growth":{"score":0.02889776048774461,"percentile":0.44139511111696755},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.423327817854191,"percentile":0.16106706226303066}},"source_xml":"202110089349302031_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","MARI ZAPOUR","ROBERT F ADELIZZI","BRUCE MAYBERRY","CHARLES KAMINSKI","RAY CARPENTER","DEBRA CUSHMAN-PARRISH","THOMPSON FETTER","CAMILLE HOM NEWBERN","SHAKA JOHNSON","ERIN CHAMBERS SMITH","JULIE CONNELLY","BRIAN MOONEY","ELLIS C SMITH","ALLAN WASSERMAN","JOHN MORRELL","BONNIE FLETCHER","THOMAS SAYER JR","HELEN KINNAIRD","MARGIE WARNER","JONNY ELLIOTT","ROBERT J WATKINS","ROBERT BOWDEN"],"Title":["PRESIDENT CEO","VP EDUCATION","CHAIR EMERITUS","TRUSTEE","SECRETARY","TRUSTEE","VICE CHAIR","PAST CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","CHAIR","TRUSTEE","VICE CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIR","TRUSTEE"],"Hours":[40.0,40.0,4.0,2.0,4.0,2.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0],"Total Compensation":[171018,120321,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[140440,108292,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[30578,12029,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2022,"name":"SAN DIEGO HISTORICAL SOCIETY","phone":6192326203,"website":"W W W . S A N D I E G O H I S T O R Y . O R G","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1928,"state_legal_domicile":"CA","total_volunteers":362,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"1649 EL PRADO STE 3, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":26,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":26,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1238543,"Contributions":{"value":805067,"Other contributions":555399,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":111175,"Campaigns":0,"Grant revenue":138493,"Related organizations":0},"Program revenue":{"value":306602,"Total revenue":{"value":306602,"ADMISSIONS":138568,"FEES AND RENTAL":143384,"PROGRAMS AND EVENTS":24650},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":41449,"Investment income total":41449,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":85425,"Other total":28044,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":1550,"Net income from gaming":0,"Net income":55831,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2346189,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1198264,"Current officers":291339,"Disqualified persons":0,"Other salaries and wages":791100,"Pension plan contributions":0,"Other employee benefits":41533,"Payroll taxes":74292},"Other expenses":{"value":1147925,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":137853,"Advertising":19781,"Office expenses":527441,"Information technology":85724,"Royalties":0,"Occupancy":0,"Travel":9198,"Conferences and meetings":0,"Interest":-6153,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":38813,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":271258,"PRODUCTION EXHIBITION COSTS":147779,"OUTSIDE SERVICES":69291,"EQUIPMENT":40909,"OTHER":13279},"All other expenses":64010},"Functional Expenses":{"value":null,"Program Service Expenses":1190906,"Management And General Expenses":831282,"Fundraising Expenses":324001}},"Assets":{"value":5753235,"Non-interest bearing cash":178294,"Savings and temp cash investments":509941,"Pledges and grants receivable":0,"Accounts receivable":27770,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":88301,"Land, building, equipment":2306897,"Investments publicly traded":1695060,"Investments other":897616,"Investments program related":0,"Intangible assets":0,"Other assets":49356},"Liabilities":{"value":2369269,"Sum of Total Liabilities":0,"Accounts payable, accrued":133584,"Grants payable":0,"Deferred, revenue":48815,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1988568,"Unsecured notes loans payable":0,"Other liabilities":198302},"Fund balance":{"value":3383966,"Net assets without donor restriction":2585437,"Net assets with donor restriction":798529,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5075916731346025,"percentile":0.47674248588207807},"Fundraising Efficiency":{"score":2.484767022324005,"percentile":0.09374450963280424},"Operating Margin":{"score":-0.894313721848979,"percentile":0.045615985883731135},"Liabilities to Assets Ratio":{"score":0.4118150918570161,"percentile":0.16089612492277539},"Operating Reserve Ratio":{"score":2.452161782362802,"percentile":0.666813519664189},"Officer Compensation Ratio":{"score":0.12417541809291578,"percentile":0.47806375140595064},"Program Expense Growth":{"score":-0.05023742401127112,"percentile":0.19798055014520125},"Revenue Growth":{"score":-0.10448780137505943,"percentile":0.139148301538894},"Asset Growth":{"score":0.026109695985002016,"percentile":0.42965274177861723},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.3726374433065064,"percentile":0.08058662706436687}},"source_xml":"202421699349301917_public.xml"},{"Organization":{"value":null,"Person":["ROBERT F ADELIZZI","DEBBY CUSHMAN-PARRISH","THOMPSON FETTER","ALLAN WASSERMAN","ANN HILL","LUCY C JACKSON","JOSEPH CRAVER","BOB WATKINS","WILLIAM LAWRENCE","FRANK ALESSI","RAY CARPENTER","DAN EATON","ANN NAVARRA","SUSAN PEINADO","SANDRA PERLATTI","GAYLE HOM","ROGER ZUCCHET","KAY PORTER","MARGIE WARNER","JOHN MORRELL","RICHARD BRIGANTE","HAL SADLER","CHARLOTTE CAGAN"],"Title":["PRESITUS","Trustee","President","Trustee","Secretary","Trustee","Trustee","Vice President","Vice President","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","PRESITUS","Executive Dir."],"Hours":[3.0,2.0,15.0,2.0,5.0,2.0,2.0,10.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,95085],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,92085],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,3000]},"Basic":{"value":null,"mission":"Reaching over 150,000 san diegans annually, the san diego history center tells the diverse story of our region past, present and future educating and enriching our community, preserving our history and fostering civic pride.","year":2014,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CHARLOTTE CAGAN","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":181,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":22,"Number of independent voting members":22,"Number of employees total":50,"Total Gross UBI":69097,"Net unrelated business taxable income":4771,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3596390,"Contributions":{"value":2742694,"Other contributions":2487443,"Contributions from gifts and grants":0,"Fundraising revenue":80241,"Dues":0,"Campaigns":0,"Grant revenue":175010,"Related organizations":0},"Program revenue":{"value":601217,"Total revenue":{"value":601217,"ADMISSIONS":288250,"FEES AND RENTALS":125061,"Membership Dues & Assessments":151030,"PROGRAM AND EVENTS":36876},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-26646,"Investment income total":3590,"Net investment gain":-30236,"Income from invest bond proceeds":0},"Other revenues":{"value":279125,"Other total":12944,"Royalties revenue":3308,"Net rental income":69097,"Net income from fundraising events":-3791,"Net income from gaming":0,"Net income":197567,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2711594,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1204576,"Current officers":92085,"Disqualified persons":0,"Other salaries and wages":898159,"Pension plan contributions":0,"Other employee benefits":129281,"Payroll taxes":85051},"Other expenses":{"value":1507018,"Management services":0,"Legal":4185,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":112660,"Advertising":90603,"Office expenses":21341,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":10518,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":91822,"Insurance":46436,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":861072,"OUTSIDE SERVICES":430739,"PRODUCTION & EXHIBITION COSTS":228583,"UTILITIES":103062,"Printing and Publications":98688},"All other expenses":268381},"Functional Expenses":{"value":null,"Program Service Expenses":1756739,"Management And General Expenses":521731,"Fundraising Expenses":433124}},"Assets":{"value":5430168,"Non-interest bearing cash":639024,"Savings and temp cash investments":934704,"Pledges and grants receivable":716601,"Accounts receivable":58439,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":36714,"Prepaid expenses deferred charges":30607,"Land, building, equipment":2413924,"Investments publicly traded":210077,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":390078},"Liabilities":{"value":354483,"Sum of Total Liabilities":0,"Accounts payable, accrued":248068,"Grants payable":0,"Deferred, revenue":24974,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":67548,"Other liabilities":13893},"Fund balance":{"value":5075685,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":3435958,"Temporarily restricted net assets":939101,"Permanently restricted net assets":700626},"Ratings":{"Program Expense Ratio":{"score":0.6478621062002645,"percentile":0.5116153641658544},"Fundraising Efficiency":{"score":6.332352859689142,"percentile":0.263766120678151},"Operating Margin":{"score":0.24602337343836458,"percentile":0.7977004405627514},"Liabilities to Assets Ratio":{"score":0.06528030071997773,"percentile":0.36538666378252244},"Operating Reserve Ratio":{"score":2.0025741316731045,"percentile":0.6164143792796618},"Officer Compensation Ratio":{"score":0.0350660902775268,"percentile":0.8330333809187286},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6288454381255527,"percentile":0.6869809772571421}},"source_xml":"201630299349300818_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","ROBERT F ADELIZZI","BRUCE MAYBERRY","CHARLES KAMINSKI","RICHARD BREGANTE","RAY CARPENTER","ROBERT BOWDEN","JOE CRAVER","DEBRA CUSHMAN-PARRISH","JOSH BUCHHOLTZ","THOMPSON FETTER","JOHN BROCKINGTON","CAMILLE NEWBERN","SHAKA JOHNSON","ERIN CHAMBERS SMITH","JULIE CONNELLY","BRIAN MOONEY","JOHN MORRELL","JULIE NOVAK","ELLIS C SMITH","CHARLES VAN VECHTEN","ALLAN WASSERMAN","ROBERT WATKINS","BONNIE FLETCHER","THOMAS SAYER JR","JAMES SIEGEL","HELEN KINNAIRD","MARGIE WARNER"],"Title":["President & CEO","CHAIR EMERITUS","Trustee","Secretary","Trustee","Trustee","Trustee","VICE CHAIR","VICE CHAIR","Trustee","PAST CHAIR","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Chair","Trustee","Treasurer","Trustee","Trustee","Vice Chair","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[40.0,2.0,2.0,10.0,2.0,2.0,2.0,10.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,10.0,2.0,10.0,2.0,2.0,10.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[150025,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[130695,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[19330,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The mission of the san diego history center is to preserve our regions history - tell the diverse story of our region past, present and future educate and enrich our community and foster civic pride.","year":2021,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":362,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"1649 EL PRADO 3, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":26,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":26,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1797998,"Contributions":{"value":1383334,"Other contributions":983021,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":113735,"Campaigns":0,"Grant revenue":286578,"Related organizations":0},"Program revenue":{"value":197249,"Total revenue":{"value":197249,"ADMISSIONS":42230,"FEES AND RENTALS":120560,"PROGRAM AND EVENTS":34459},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":85375,"Investment income total":85375,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":132040,"Other total":76388,"Royalties revenue":347,"Net rental income":0,"Net income from fundraising events":6220,"Net income from gaming":0,"Net income":49085,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2310932,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1130057,"Current officers":150025,"Disqualified persons":0,"Other salaries and wages":806929,"Pension plan contributions":0,"Other employee benefits":88181,"Payroll taxes":84922},"Other expenses":{"value":1180875,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":86060,"Advertising":24598,"Office expenses":3004,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":14424,"Conferences and meetings":0,"Interest":13208,"Payments to affiliates":0,"Depreciation and depletion":222706,"Insurance":39946,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":514021,"PRODUCTION & EXHIBITION COSTS":161641,"OUTSIDE SERVICES":132913,"UTILITIES":131065,"BUILDING MAINTENANCE & REPAIRS":88402},"All other expenses":262908},"Functional Expenses":{"value":null,"Program Service Expenses":1483686,"Management And General Expenses":485463,"Fundraising Expenses":341783}},"Assets":{"value":6707425,"Non-interest bearing cash":80618,"Savings and temp cash investments":2171980,"Pledges and grants receivable":33989,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":73363,"Land, building, equipment":2306862,"Investments publicly traded":1566200,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":474413},"Liabilities":{"value":2324122,"Sum of Total Liabilities":0,"Accounts payable, accrued":147261,"Grants payable":0,"Deferred, revenue":72245,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1998507,"Unsecured notes loans payable":0,"Other liabilities":106109},"Fund balance":{"value":4383303,"Net assets without donor restriction":3568282,"Net assets with donor restriction":815021,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.642029276499698,"percentile":0.5093760321590552},"Fundraising Efficiency":{"score":4.047404347202757,"percentile":0.16097780619567836},"Operating Margin":{"score":-0.2852806287882411,"percentile":0.11756281590868284},"Liabilities to Assets Ratio":{"score":0.34649988632001105,"percentile":0.18334021595030095},"Operating Reserve Ratio":{"score":2.9024761438242233,"percentile":0.7051752949875906},"Officer Compensation Ratio":{"score":0.06491969473788065,"percentile":0.687039662581616},"Program Expense Growth":{"score":-0.042082239871432045,"percentile":0.21177573969516736},"Revenue Growth":{"score":-0.09371253998946734,"percentile":0.1511370435104936},"Asset Growth":{"score":0.035787585816948984,"percentile":0.4700132638897261},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.41615691733039045,"percentile":0.14842983027500092}},"source_xml":"202332409349300813_public.xml"},{"Organization":{"value":null,"Person":["ROBERT F ADELIZZI","FRANK ALESSI","CHARLES BIELER","RICHARD BREGANTE","RAY CARPENTER","BRIAN CHAMBERS","JOE CRAVER","DEBRA CUSHMAN-PARRISH","JOSH BUCHHOLZ","THOMPSON FETTER","JAMES FITZPATRICK","FRANK PAVEL","GAYLE HOM","ROBERT KITTLE","BRIAN F MOONEY","JOHN MORRELL","HAL SADLER","ELLIS C SMITH","CHARLES VAN VECHTEN","SCOTT PETERSON","ALLAN WASSERMAN","ROBERT WATKINS","STEPHEN WILLIAMS","THOMAS SAYER JR","JAMES SIEGEL","WILLIAM LAWRENCE"],"Title":["Pres. Emeritus","TREASURER","Trustee","Trustee","Trustee","Trustee","Vice President","Trustee","Trustee","President","Trustee","Trustee","Trustee","Trustee","Trustee","Vice President","Pres. Emeritus","Trustee","Trustee","Trustee","Secretary","Vice President","Trustee","Trustee","Trustee","Executive Dir."],"Hours":[3.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,15.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,2.0,2.0,2.0,2.0,10.0,2.0,2.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,119655],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,110000],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,9655]},"Basic":{"value":null,"mission":"The mission of the san diego history center is to preserve our regions history - tell the diverse story of our region past, present and future educate and enrich our community and foster civic pride.","year":2017,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":25,"Number of independent voting members":25,"Number of employees total":45,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":45,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2808323,"Contributions":{"value":2354895,"Other contributions":2039838,"Contributions from gifts and grants":0,"Fundraising revenue":56795,"Dues":0,"Campaigns":0,"Grant revenue":258262,"Related organizations":0},"Program revenue":{"value":313369,"Total revenue":{"value":313369,"ADMISSIONS":108133,"FEES AND RENTALS":79934,"Membership Dues & Assessments":105269,"PROGRAM AND EVENTS":20033},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":17504,"Investment income total":17504,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":122555,"Other total":5237,"Royalties revenue":1218,"Net rental income":0,"Net income from fundraising events":-3390,"Net income from gaming":0,"Net income":119490,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2490757,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1188971,"Current officers":119655,"Disqualified persons":0,"Other salaries and wages":836279,"Pension plan contributions":0,"Other employee benefits":125446,"Payroll taxes":107591},"Other expenses":{"value":1301786,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":30681,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":9183,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":107887,"Insurance":31340,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":811143,"PRODUCTION & EXHIBITION COSTS":409768,"OUTSIDE SERVICES":158835,"UTILITIES":127006,"PROFESSIONAL FEES":115534},"All other expenses":311552},"Functional Expenses":{"value":null,"Program Service Expenses":1706989,"Management And General Expenses":409422,"Fundraising Expenses":374346}},"Assets":{"value":5649593,"Non-interest bearing cash":289975,"Savings and temp cash investments":834711,"Pledges and grants receivable":432043,"Accounts receivable":64720,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":14982,"Prepaid expenses deferred charges":16210,"Land, building, equipment":1566858,"Investments publicly traded":2037333,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":392761},"Liabilities":{"value":338215,"Sum of Total Liabilities":0,"Accounts payable, accrued":226247,"Grants payable":0,"Deferred, revenue":17455,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":94513},"Fund balance":{"value":5311378,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":4534159,"Temporarily restricted net assets":51851,"Permanently restricted net assets":725368},"Ratings":{"Program Expense Ratio":{"score":0.6853293998571519,"percentile":0.5287361136845158},"Fundraising Efficiency":{"score":6.290690965043035,"percentile":0.26194487887349904},"Operating Margin":{"score":0.11308029738744439,"percentile":0.6449451859394103},"Liabilities to Assets Ratio":{"score":0.05986537437298581,"percentile":0.373026778296159},"Operating Reserve Ratio":{"score":2.2682232750926725,"percentile":0.6479321312809212},"Officer Compensation Ratio":{"score":0.048039612053684885,"percentile":0.7664644572261345},"Program Expense Growth":{"score":-0.02001266870180728,"percentile":0.25984510724498094},"Revenue Growth":{"score":-0.06479095908982455,"percentile":0.19225689985388528},"Asset Growth":{"score":0.020067773763335257,"percentile":0.404140150335298},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5255972797330635,"percentile":0.3884170472541803}},"source_xml":"201930569349301158_public.xml"},{"Organization":{"value":null,"Person":["ROBERT F ADELIZZI","FRANK ALESSI","CHARLES KAMINSKI","RICHARD BREGANTE","RAY CARPENTER","BRIAN CHAMBERS","JOE CRAVER","DEBRA CUSHMAN-PARRISH","JOSH BUCHHOLZ","THOMPSON FETTER","JOHN BROCKINGTON","FRANK PAVEL","GAYLE HOM","ERIN CHAMBERS SMITH","JULIE CONNOLLY","BRIAN F MOONEY","JOHN MORRELL","HAL SADLER","ELLIS C SMITH","CHARLES VAN VECHTEN","SCOTT PETERSON","ALLAN WASSERMAN","ROBERT WATKINS","BONNIE FLETCHER","THOMAS SAYER JR","JAMES SIEGEL","HELEN KINNAIRD","MARGIE WARNER","WILLIAM LAWRENCE"],"Title":["CHAIR EMERITUS","TREASURER","Trustee","Trustee","Trustee","Trustee","VICE CHAIR","VICE CHAIR","Trustee","IMME PAST CHAIR","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Chair","Chair Emeritus","Trustee","Trustee","Trustee","Secretary","Vice Chair","Trustee","Trustee","Trustee","Trustee","Trustee","Executive Dir."],"Hours":[2.0,10.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,3.0,2.0,2.0,2.0,2.0,10.0,2.0,2.0,2.0,2.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,122393],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,111542],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,10851]},"Basic":{"value":null,"mission":"The mission of the san diego history center is to preserve our regions history - tell the diverse story of our region past, present and future educate and enrich our community and foster civic pride.","year":2018,"name":"SAN DIEGO HISTORICAL SOCIETY DBA SAN DIEGO HISTORY CENTER","phone":6192326203,"website":"WWW.SANDIEGOHISTORY.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WILLIAM LAWRENCE","year_formation":1928,"state_legal_domicile":"CA","total_volunteers":362,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"1649 EL PRADO, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":28,"Number of independent voting members":28,"Number of employees total":27,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":27,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2841074,"Contributions":{"value":2300798,"Other contributions":1389788,"Contributions from gifts and grants":0,"Fundraising revenue":117450,"Dues":0,"Campaigns":0,"Grant revenue":793560,"Related organizations":0},"Program revenue":{"value":314712,"Total revenue":{"value":314712,"ADMISSIONS":136229,"FEES AND RENTALS":83276,"Membership Dues & Assessments":73100,"PROGRAM AND EVENTS":22107},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":82644,"Investment income total":98723,"Net investment gain":-16079,"Income from invest bond proceeds":0},"Other revenues":{"value":142920,"Other total":9771,"Royalties revenue":437,"Net rental income":0,"Net income from fundraising events":-8088,"Net income from gaming":0,"Net income":140800,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2634483,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1299449,"Current officers":150871,"Disqualified persons":0,"Other salaries and wages":956428,"Pension plan contributions":0,"Other employee benefits":111775,"Payroll taxes":80375},"Other expenses":{"value":1335034,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":85072,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":7514,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":108681,"Insurance":28578,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":793971,"OUTSIDE SERVICES":299011,"PRODUCTION & EXHIBITION COSTS":245136,"PROFESSIONAL FEES":128051,"UTILITIES":121773},"All other expenses":311218},"Functional Expenses":{"value":null,"Program Service Expenses":1746658,"Management And General Expenses":425166,"Fundraising Expenses":462659}},"Assets":{"value":6059477,"Non-interest bearing cash":222001,"Savings and temp cash investments":297350,"Pledges and grants receivable":362126,"Accounts receivable":572798,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":8851,"Prepaid expenses deferred charges":6967,"Land, building, equipment":1641566,"Investments publicly traded":1785476,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1162342},"Liabilities":{"value":552637,"Sum of Total Liabilities":0,"Accounts payable, accrued":418467,"Grants payable":0,"Deferred, revenue":34675,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":99495},"Fund balance":{"value":5506840,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":4158943,"Temporarily restricted net assets":662416,"Permanently restricted net assets":685481},"Ratings":{"Program Expense Ratio":{"score":0.6629983947514559,"percentile":0.5179714499770408},"Fundraising Efficiency":{"score":4.972988745490739,"percentile":0.20330895730306442},"Operating Margin":{"score":0.0727158109926035,"percentile":0.5727833428679561},"Liabilities to Assets Ratio":{"score":0.09120209549438013,"percentile":0.33443106977171017},"Operating Reserve Ratio":{"score":2.3000630484235427,"percentile":0.6513796064433975},"Officer Compensation Ratio":{"score":0.046458071659600766,"percentile":0.774326547815508},"Program Expense Growth":{"score":-0.01647396976882509,"percentile":0.2692756904235729},"Revenue Growth":{"score":-0.036551788002538596,"percentile":0.25021816419553894},"Asset Growth":{"score":0.040404357629609346,"percentile":0.48896175788733237},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5146749778925964,"percentile":0.35936767243629136}},"source_xml":"201943389349300739_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["WILLIAM LAWRENCE","ROBERT F ADELIZZI","BRUCE MAYBERRY","CHARLES KAMINSKI","RAY CARPENTER","DEBRA CUSHMAN-PARRISH","THOMPSON FETTER","CAMILLE HOM NEWBERN","SHAKA JOHNSON","ERIN CHAMBERS SMITH","JULIE CONNELLY","JULIE NOVAK","BRIAN MOONEY","ELLIS C SMITH","ALLAN WASSERMAN","JOHN MORRELL","BONNIE FLETCHER","THOMAS SAYER JR","HELEN KINNAIRD","MARGIE WARNER","JONNY ELLIOTT","ROBERT J WATKINS","JOSH BUCHHOLZ","ROBERT BOWDEN"],"Title":["PRESIDENT CEO","CHAIR EMERITUS","TRUSTEE","SECRETARY","TRUSTEE","VICE CHAIR","IMMEDIATE PAST CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TREASURER","TRUSTEE","CHAIR","TRUSTEE","VICE CHAIR","TRUSTEE","TRUSTEE","TRUSTEE","VICE CHAIR","TRUSTEE","TRUSTEE"],"Hours":[40.0,4.0,2.0,4.0,2.0,4.0,4.0,2.0,2.0,2.0,2.0,2.0,2.0,4.0,2.0,4.0,2.0,4.0,2.0,2.0,2.0,4.0,2.0,2.0],"Total Compensation":[166368,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[166368,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2023,"name":"SAN DIEGO HISTORICAL SOCIETY","phone":6192326203,"website":"W W W . S A N D I E G O H I S T O R Y . O R G","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1928,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"1649 EL PRADO STE 3, SAN DIEGO, CA, 92101, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92101},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":27,"Number of independent voting members":27,"Number of employees total":26,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":26,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2465138,"Contributions":{"value":1671039,"Other contributions":1383083,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":106889,"Campaigns":0,"Grant revenue":181067,"Related organizations":0},"Program revenue":{"value":313116,"Total revenue":{"value":313116,"ADMISSIONS":99359,"FEES AND RENTAL":158477,"PROGRAMS AND EVENTS":55280},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":329321,"Investment income total":329321,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":151662,"Other total":54445,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":97217,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":3111285,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1356868,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":1185785,"Pension plan contributions":0,"Other employee benefits":85225,"Payroll taxes":85858},"Other expenses":{"value":1754417,"Management services":0,"Legal":19292,"Accounting":122392,"Lobbying services":0,"Investment management fees":0,"Other services":61649,"Advertising":85497,"Office expenses":160711,"Information technology":48363,"Royalties":0,"Occupancy":364080,"Travel":17975,"Conferences and meetings":0,"Interest":65358,"Payments to affiliates":0,"Depreciation and depletion":103378,"Insurance":31819,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":653060,"PRODUCTION EXHIBITION COSTS":335022,"OUTSIDE SERVICES":226727,"EQUIPMENT":36119,"PROGRAM AND COLLECTIONS":55192},"All other expenses":20843},"Functional Expenses":{"value":null,"Program Service Expenses":1747450,"Management And General Expenses":1363835,"Fundraising Expenses":0}},"Assets":{"value":4987099,"Non-interest bearing cash":21054,"Savings and temp cash investments":862697,"Pledges and grants receivable":0,"Accounts receivable":43,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":75746,"Land, building, equipment":2020106,"Investments publicly traded":927234,"Investments other":985271,"Investments program related":0,"Intangible assets":0,"Other assets":94948},"Liabilities":{"value":2406879,"Sum of Total Liabilities":0,"Accounts payable, accrued":197300,"Grants payable":0,"Deferred, revenue":47695,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":1948486,"Unsecured notes loans payable":0,"Other liabilities":213398},"Fund balance":{"value":2580220,"Net assets without donor restriction":1729840,"Net assets with donor restriction":850380,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5616489649774932,"percentile":0.48638919545970855},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.2621139262791779,"percentile":0.12520973962225773},"Liabilities to Assets Ratio":{"score":0.4826210588560604,"percentile":0.14012762338319953},"Operating Reserve Ratio":{"score":1.6029065161179383,"percentile":0.5567604686820152},"Officer Compensation Ratio":{"score":0.05347243984398729,"percentile":0.73995126851789},"Program Expense Growth":{"score":-0.03192827756541464,"percentile":0.23173501993571557},"Revenue Growth":{"score":-0.07228295758095526,"percentile":0.1800685414929122},"Asset Growth":{"score":0.012572946849431834,"percentile":0.372547645288095},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4310676026430764,"percentile":0.17498199637907735}},"source_xml":"202521359349318867_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}