2024-06-17T08:06:17-00:00 2023-06-30 931474593 Miller CPA Group PC 450 S Melrose Dr Vista CA 92081 990 2022-07-01 951728991 SAN DIEGO HISTORICAL SOCIETY % WILLIAM LAWRENCE SAND 6192326203 1649 EL PRADO STE 3 SAN DIEGO CA 92101 WILLIAM LAWRENCE EXECUTIVE DIRECTOR 6192326203 2024-06-17 true WILLIAM LAWRENCE XXX-XX-XXXX Alana Tamara Miller P01584147 6193232864 2024-06-17 AAL1 IAL1 2022 2023-04-26 12:10:37Z SAN DIEGO HISTORY CENTER WILLIAM LAWRENCE 1649 EL PRADO STE 3 SAN DIEGO CA 92101 1254699 false X W W W . S A N D I E G O H I S T O R Y . O R G X 1928 CA 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. 27 27 26 362 0 1383334 805067 197249 306602 85375 41449 132040 85425 1797998 1238543 0 0 1130057 1198264 0 324001 1180875 1147925 2310932 2346189 -512934 -1107646 6707425 5753235 2324122 2369269 4383303 3383966 X 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. false false 432896 SEE SCHEDULE O 426164 SEE SCHEDULE O 331846 SEE SCHEDULE O 1190906 true false false false false false true true false true true true false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false 24 0 false 26 true false false false false false true true false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false CA X X BILL LAWRENCE 6192326203 1649 EL PRADO STE 3 SAN DIEGO CA 92101 X WILLIAM LAWRENCE PRESIDENT CEO 040.00 X X 140440 0 30578 MARI ZAPOUR VP EDUCATION 040.00 X 108292 0 12029 ROBERT F ADELIZZI CHAIR EMERITUS 004.00 X 0 0 0 BRUCE MAYBERRY TRUSTEE 002.00 X 0 0 0 CHARLES KAMINSKI SECRETARY 004.00 X X 0 0 0 RAY CARPENTER TRUSTEE 002.00 X 0 0 0 DEBRA CUSHMAN-PARRISH VICE CHAIR 004.00 X X 0 0 0 THOMPSON FETTER PAST CHAIR 004.00 X 0 0 0 CAMILLE HOM NEWBERN TRUSTEE 002.00 X 0 0 0 SHAKA JOHNSON TRUSTEE 002.00 X 0 0 0 ERIN CHAMBERS SMITH TRUSTEE 002.00 X 0 0 0 JULIE CONNELLY TRUSTEE 002.00 X 0 0 0 BRIAN MOONEY TRUSTEE 002.00 X 0 0 0 ELLIS C SMITH TREASURER 004.00 X X 0 0 0 ALLAN WASSERMAN TRUSTEE 002.00 X 0 0 0 JOHN MORRELL CHAIR 004.00 X X 0 0 0 BONNIE FLETCHER TRUSTEE 002.00 X 0 0 0 THOMAS SAYER JR VICE CHAIR 004.00 X 0 0 0 HELEN KINNAIRD TRUSTEE 002.00 X 0 0 0 MARGIE WARNER TRUSTEE 002.00 X 0 0 0 JONNY ELLIOTT TRUSTEE 002.00 X 0 0 0 ROBERT J WATKINS VICE CHAIR 004.00 X X X X 0 0 0 ROBERT BOWDEN TRUSTEE 002.00 X 0 0 0 248732 42607 2 false true false 111175 138493 555399 12990 805067 ADMISSIONS 900099 138568 138568 FEES AND RENTAL 531120 143384 143384 PROGRAMS AND EVENTS 900099 24650 24650 306602 41449 41449 1550 1550 1550 71987 16156 55831 55831 OTHER REVENUE 900099 28044 28044 28044 1238543 306602 126874 0 0 0 0 291339 214380 32494 44465 0 791100 475050 138306 177744 0 41533 33729 7804 74292 45010 13228 16054 0 0 0 0 0 137853 102522 22951 12380 19781 18190 925 666 527441 73041 429118 25282 85724 11871 69744 4109 0 0 9198 3223 912 5063 0 0 -6153 -6153 0 0 38813 5421 31155 2237 PRODUCTION EXHIBITION COSTS 147779 146404 1375 OUTSIDE SERVICES 69291 31310 29936 8045 EQUIPMENT 40909 14334 4056 22519 OTHER 13279 7481 4050 1748 64010 8940 51381 3689 2346189 1190906 831282 324001 80618 178294 2150330 509941 31633 27770 73363 88301 5458614 3151718 2537625 2306897 1134529 1695060 883852 897616 -184525 49356 6707425 5753235 95832 133584 72245 48815 1998507 1988568 157538 198302 2324122 2369269 X 3568282 2585437 815021 798529 4383303 3383966 6707425 5753235 -1107646 106744 1565 X false false true false X 2300798 1589230 1377155 1383334 792077 7442594 2300798 1589230 1377155 1383334 792077 7442594 7442594 99160 7998 5021 85722 41449 239350 2416 6220 8636 9771 23745 27048 76388 367377 504329 8194909 0.90820 0.91810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false false X X X false false 763170 763170 798528 -17841 17517 763170 708276 413718 323466 798528 721829 30181 43734 708276 776161 53563 104356 725368 1.00000 true false false 3030678 1331849 1698829 565223 565223 1204039 599349 604690 658674 655297 3378 2306897 Financial derivatives and other financial products Closely-held equity interests INVESTMENTS 440274 F ENDOWMENT INVESTMENTS 457342 F 897616 Federal income taxes CUSTODIAL FUNDS 198302 198302 1358899 106744 10503 117247 1241652 1241652 2359801 10503 10503 2349298 2349298 III 1A IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, HISTORICAL ARTIFACTS PURCHASED BY OR DONATED TO THE HISTORY CENTER ARE NOT CAPITALIZED IN THE STATEMENT OF FINANCIAL POSITION. THE HISTORY CENTERS COLLECTION IS MADE UP OF ARTIFACTS THAT ARE HELD FOR EXHIBITION AND VARIOUS OTHER PROGRAM ACTIVITIES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASED COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR IN NET ASSETS WITH DONOR RESTRICTIONS IF THE NET ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY THE DONOR. CONTRIBUTED COLLECTION ITEMS ARE EXCLUDED FROM THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. X X false false false false false false false false false WILLIAM LAWRENCE PRESIDENT CEO 140440 6000 7724 16854 171018 Form 990, Part VI, Line 11b FORM 990 IS PROVIDED IN DRAFT FORM TO THE EXECUTIVE COMMITTEE FOR REVIEW AND THEN PROVIDED TO ALL TRUSTEES FOR APPROVAL. Form 990, Part VI, Line 12c ALL TRUSTEES AND EMPLOYEES ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTERESTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE EXECUTIVE COMMITTEE. Form 990, Part VI, Line 15a THE EXECUTIVE GOVERNANCE COMMITTEES REVIEW EXECUTIVE COMPENSATION UTILIZING COMPRABABLE DATA. SALARIES ARE APPROVED BY THE FULL BOARD AS PART OF THE BUDGET PROCESS. Form 990, Part VI, Line 15b COMPENSATION FOR KEY EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE DIRECTOR THROUGH COMPARATIVE SALARY SURVEYS FOR THE MUSEUM/NONPROFIT INDUSTRY NATIONWIDE, COMPETITIVE SALARY SURVEYS WITHIN THE CULTURAL INSTITUTIONS OF BALBOA PARK AND COMPETITIVE SURVEYS BY THE SAN DIEGO EMPLOYERS ASSOCIATION. THE SALARIES ARE REVIEWED ANDCONFIRMED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND THE BOARD THROUGH THE BUDGET PROCESS. Form 990, Part I, Line 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION DURING REGULAR BUSINESS HOURS AT THE ORGANIZATIONS OFFICES. Form 990, Part III, Line 4a EXHIBITIONS AND COLLABORATIONS THE HISTORY CENTER OPENED 2 NEW EXHIBITIONS IN BALBOA PARK DURING THE PANDEMIC WITH ON-LINE COMPONENTS THAT FOCUS ON SAN DIEGOS BLACK HISTORY HERITAGE NATHAN HARRISON BORN ENSLAVED, DIED A SAN DIEGO LEGEND AND CELEBRATE SAN DIEGO BLACK HISTORY HERITAGE. OUR PUBLIC PROGRAMS HAVE SEEN A 30 INCREASE IN THE NUMBER OF PARTICIPANTS AS THEY HAVE TRANSITIONED TO ZOOM. COMMUNITY COLLABORATIONS REMAIN A CORE FOCUS OF THE HISTORY CENTER WITH SMITHSONIAN AFFILIATION TO PRESENT DR. DAMION THOMAS, SPORTS CURATOR WITH THE SMITHSONIANS NATIONAL MUSEUM OF AFRICAN AMERICAN MUSEUM OF AFRICAN AMERICAN OF HISTORY CULTURE ON CURATING THE BLACK LIVES MATTER MOVEMENT. IN CONJUNCTION WITH THE CELEBRATE SAN DIEGO BLACK HISTORY HERITAGE AND NATHAN HARRISON BORN ENSLAVED, DIED A SAN DIEGO LEGEND EXHIBITIONS, AND IN COLLABORATION WITH SDSU ALUMNI ASSOCIATION, WE PRESENTED LIVE PROGRAMMING FROM BOTH PALOMAR MOUNTAIN THE NATE HARRISON ARCHEOLOGICAL SITE AND THE BALBOA PARK MUSEUM. ADDITIONALLY, THE HISTORY CENTER HAS RELOCATED THE WOMENS MUSEUM OF CALIFORNIAS ARCHIVE AND OPERATIONS TO THE HISTORY CENTER FROM LIBERY STATION. THE HISTORY CENTER IS ALSO COLLABORATING WITH CINEWEST PRODUCTIONS AND DIRECTOR ISAAC ARTENSTEIN TO CREATE AN ORAL HISTORY ARCHIVE OF SAN DIEGOS JEWISH COMMUNITY FROM THE INTERVIEWS DONE FOR THE DOCUMENTARY FILM TO THE ENDS OF THE EARTH A PORTRAIT OF JEWISH SAN DIEGO AND EXHIBITION CELEBRATE SAN DIEGO JEWISH HISTORY HERITAGE. AT THE SERRA MUSEUM IN PRESIDIO PARK, WE CONTINUE OUR LONG-STANDING COLLABORATIONS WITH THE SAN DIEGO RIVER CONSERVANCY AND KUMEYAAY DIEGUENO LAND CONSERVANCY. IN ADDITION, THE HISTORY CENTER HAS PARTNERED WITH THE 53RD CONGRESSIONAL DISTRICT SERVING AS THE HOST GALLERY FOR CONGRESSWOMEN SARA JACOBS PARTICIPATION IN THE NATIONAL CONGRESSIONAL ART COMPETITION. Form 990, Part III, Line 4b EDUCATION PUBLIC PROGRAMMING THE HISTORY CENTER OFFERS BOTH K12 AND ADULT EDUCATIONAL PROGRAMMING. IN ADDITION, FOR THE FIRST TIME, THE HISTORY CENTER IS OFFERING SUMMER PROGRAMMING THROUGH THE SAN DIEGO UNIFIED SCHOOL DISTRICTS LEVEL UP PROGRAM. THE LEVEL UP GRANT HAS ALLOWED US TO COMMIT TO INCREASED COMPENSATION FOR OUR EDUCATION TEAM, AND TO ADD A SUMMER POSITION THAT WE HOPE TO BE ABLE TO MAKE A YEARROUND POSITION. OUR EDUCATIONALPROGRAMMING HAS RECEIVED VERY POSITIVE REVIEWS, INCLUDING FROM SITP TEAM AND STUDENTS PARTICIPATING IN THE LEVEL UP PROGRAM AND THEIR PARENTS.AMONG THE FEEDBACK FROM OUR FIRST GROUP OF LEVEL UP STUDENTS/PARENTS PLEASE LET THEM KNOW MY SON WAS REINVIGORATED EMOTIONALLY AND INTELLECTUALLY AND HIS MOM AND DAD ARE GRATEFUL FOR YOUR PROGRAM AND FOR THE AWESOME STAFF. THE TEACHERS WERE GREAT AND HANDS ON ACTIVITIES WERE FUN. THANKS YOURE DOING AMAZING AND MY CHILD WILL MISS YOU ALL. Form 990, Part III, Line 4c COLLECTIONS AND ARCHIVE THE HISTORY CENTER HAS HISTORICALLY HAD THREE MAIN COLLECTING AREAS - THE OBJECT COLLECTION, THE DOCUMENT ARCHIVES, AND THE PHOTOGRAPHY COLLECTION. THE OBJECTS COLLECTION CONTAINS APPROXIMATELY 16,000 ITEMS, INCLUDING OBJECTS THAT ARE EXTRAORDINARY, OBJECTS OF DAILY LIFE, DECORATIVE ARTS, FINE ARTS, AND ONE OF THE MOST NOTABLE HISTORIC CLOTHING COLLECTIONS IN THE COUNTRY. THE DOCUMENT ARCHIVES CONSISTS OF COUNTY RECORDS, MAPS, UNPUBLISHED MANUSCRIPTS, NEWSPAPERS, ARCHITECTURAL RECORDS, EPHEMERA, AND ONE OF THE LARGEST ORAL HISTORY COLLECTIONS IN CALIFORNIA. THE HISTORY CENTERS COLLECTION OF HISTORIC PHOTOGRAPHS INCLUDE APPROXIMATELY 2.5 MILLION IMAGES AND IS ONE OF THE MOST IMPORTANT REGIONAL PHOTOGRAPHY COLLECTIONS IN THE UNITED STATES. THE HISTORY CENTER ADDS TO COLLECTIONS ON AN ONGOING BASIS, PRIMARILY THROUGH DONATIONS. ITEMS FROM THE COLLECTIONS ARE USED IN EXHIBITIONS REPRODUCTIONS OF IMAGES CAN BE SEEN IN BOOKS, MAGAZINES, REPORTS, FILM, TELEVISION, ADVERTISING, AND ON THE WALLS OF NUMEROUS SAN DIEGO REGIONAL BUSINESSES, ORGANIZATIONS, AND HOMES. THE HISTORY CENTER, AS PART OF AN ON-GOING COLLECTION MANAGEMENT AND STEWARDSHIP, REVIEWS ITS COLLECTIONS IN ACCORDANCE WITH ITS MISSION. THE PROCESS OF DEACCESSION, OR REMOVING ITEMS FROM THE COLLECTION, IS DONE IN ACCORDANCE WITH THE INSTITUTIONS COLLECTIONS POLICY, AND IN ACCORDANCE WITH INDUSTRY BEST PRACTICES.