San Joaquin County Historical Society
Stockton, California
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 22 peers in Unclassified with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $1,235,943↑14% | $1,213,198↑9% | $5,180,870↑3% | — |
| 2022 | $1,084,036↓34% | $1,108,908↑36% | $5,019,409↓12% | — |
| 2021 | $1,630,312↑115% | $817,161↓14% | $5,690,407↑26% | — |
| 2020 | $759,509↓43% | $950,868↑7% | $4,527,014↓4% | — |
| 2019 | $1,333,264↑36% | $886,648↓12% | $4,726,430↑12% | — |
| 2018 | $979,963↓4% | $1,012,004↑5% | $4,231,835↓3% | — |
| 2017 | $1,022,430↑5% | $963,252↓9% | $4,383,209↑9% | — |
| 2016 | $978,219↓10% | $1,062,509↑28% | $4,013,143 | — |
| 2015 | $1,083,149↓27% | $830,228↓8% | $4,015,650↑3% | — |
| 2014 | $1,491,107↑67% | $905,378↑18% | $3,892,683↑26% | — |
| 2013 | $893,906↑28% | $764,470↑12% | $3,092,729↑11% | — |
| 2012 | $700,389↑21% | $682,253↑7% | $2,789,427↓2% | — |
| 2011 | $576,807 | $636,604 | $2,841,580 | — |
Frequently Asked Questions
What does San Joaquin County Historical Society do?▼
San Joaquin County Historical Society 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 Joaquin County Historical Society financially healthy?▼
Based on our 9-metric Financial Health Score model, San Joaquin County Historical Society has a score of 71/100 (Grade: B+). 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 Joaquin County Historical Society generate?▼
San Joaquin County Historical Society reports $1.4M in annual revenue and holds $5.6M in total assets, based on IRS filings.
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