ZUnclassifiedEIN: 237186194· Ruling Year: 1953

San Mateo County Historical Association

Redwood City, California

A-Health Score
77A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org10.89×
Peer Median15.40×
💰
$2.4M
Total Revenue
📊
$1.9M
Total Expenses
🏦
$20.6M
Net Assets
📋
$152K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-58.3%
Year-over-year change (2022 → 2023)
Net Margin
+21.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.89
Net assets divided by total expenses
Liabilities-to-Assets
0.7%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$2,411,95458%$1,894,504$20,786,7264%
2022$5,785,075164%$1,895,6231%$20,041,39318%
2021$2,189,53953%$1,913,3835%$17,041,7269%
2020$4,694,240126%$2,023,00510%$15,699,28322%
2019$2,075,1927%$1,843,8621%$12,919,5642%
2018$1,934,82718%$1,830,2827%$12,676,2821%
2017$2,367,55465%$1,975,32326%$12,741,2164%
2016$1,439,1093%$1,562,3866%$12,285,8052%
2015$1,396,27560%$1,468,0583%$12,540,0461%
2014$3,464,61999%$1,425,1462%$12,693,00418%
2013$1,744,03449%$1,454,0524%$10,767,1552%
2012$1,167,034$1,519,024$10,516,517

Frequently Asked Questions

What does San Mateo County Historical Association do?

San Mateo County Historical Association is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is San Mateo County Historical Association financially healthy?

Based on our 9-metric Financial Health Score model, San Mateo County Historical Association has a score of 77/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does San Mateo County Historical Association generate?

San Mateo County Historical Association reports $5.3M in annual revenue and holds $24.5M in total assets, based on IRS filings.

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