2024-11-15T02:31:05-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-01-01 941225379 SOCIETY OF CALIFORNIA PIONEERS SOCI 4159571849 300 4TH ST SAN FRANCISCO CA 94107 SHEILA KELLY PRESIDENT 4159571849 2024-11-14 1 0 KATY BROWN P00650274 9257902600 2024-11-13 2023 2024-10-15 13:58:12Z X SHEILA KELLY 300 4TH ST SAN FRANCISCO CA 94107 1546621 0 X WWW.CALIFORNIAPIONEERS.ORG X 1850 CA THE SOCIETY SERVES TO PRESERVE CALIFORNIA HISTORY THROUGH A LIBRARY, A MUSEUM, AND PUBLIC PROGRAMS. 19 19 5 25 0 0 320559 546858 136131 117426 -12614 107768 -140403 39701 303673 811753 0 0 0 0 422857 379714 0 0 77941 506610 619817 929467 999531 -625794 -187778 6932370 6831219 652611 620746 6279759 6210473 X ESTABLISHED AND IN CONTINUOUS OPERATION SINCE 1850, THE SOCIETY OF CALIFORNIA PIONEERS IS A NOT-FOR-PROFIT MUSEUM, LIBRARY AND CULTURAL ORGANIZATION DEDICATED TO ADVANCING THE KNOWLEDGE AND APPRECIATION OF EARLY CALIFORNIA HISTORY FOR THE BENEFIT OF PRESENT AND FUTURE AUDIENCES OF ALL AGES. 0 0 455081 2999 COLLECTIONS/LIBRARY - THE ALICE PHELAN SULLIVAN LIBRARY SERVICES INCLUDE RESPONDING TO REFERENCE INQUIRIES WHICH COME VIA PHONE, EMAIL OR LETTER, AS WELL AS MEETING WITH RESEARCHERS IN THE LIBRARY. THE AUDIENCE IS WIDE HISTORIANS, STUDENTS, FILMMAKERS, GENEALOGISTS AND THE INQUIRIES AND VISITORS ARE NOT ONLY FROM CALIFORNIA, BUT ALL OVER THE COUNTRY AND THE WORLD. THE LIBRARY MAINTAINS SEVERAL ONLINE DATABASES: OUR BOOKS ARE CATALOGED ON THE INTERNATIONAL DATABASE WORLDCAT, OUR MANUSCRIPTS ARE IN THE ONLINE ARCHIVE OF CALIFORNIA OUT OF UC BERKELEY, OUR NEWSPAPERS ARE ON THE CALIFORNIA NEWSPAPER PROJECT, OUR EPHEMERA IS ON THE CALIFORNIA EPHEMERA PROJECT ONLINE AND OUR SHEET MUSIC IS CATALOGED ON THE 19TH CENTURY CALIFORNIA SHEET MUSIC DATABASE. THE LIBRARY REGULARLY ACQUIRES NEW ITEMS, WORKS WITH DONORS, HOSTS INTERNS FROM LOCAL UNIVERSITIES AND WRITES GRANTS FOR CONSERVATION WORK WITH SPECIFIC PARTS OF OUR COLLECTIONS. IN ADDITION TO THE LIBRARY, THE SOCIETY'S HISTORICAL COLLECTION ENCOMPASSES AN OUTSTANDING ARRAY OF PAINTINGS, PRINTS, DRAWINGS, PHOTOGRAPHS, SILVERWARE, AND ARTIFACTS DATING FROM THE GOLD RUSH ERA TO 1945. THE PAINTING COLLECTION IS PARTICULARLY NOTABLE FOR ITS NINETEENTH-CENTURY HOLDINGS AND INCLUDES WORKS BY THOMAS HILL, WILLIAM KEITH, JULES TAVERNIER, AND WILLIAM HAHN AMONG MANY OTHERS. THE COLLECTION IS EQUALLY RICH IN WORKS ON PAPER RANGING FROM ETCHINGS, LITHOGRAPHS, AND POSTERS, TO PLAYBILLS, THEATER ANNOUNCEMENTS, AND MUSIC SHEETS THAT CHRONICLE THE LEISURE ACTIVITIES AND ENTERTAINMENTS OF COSMOPOLITAN SAN FRANCISCO. THE SOCIETY'S COLLECTION OF OLD CALIFORNIA SILVER IS AMONG THE FINEST IN EXISTENCE AND THERE ARE ALSO COSTUMES AND PERSONAL EFFECTS, MEDICAL DEVICES, MUSICAL INSTRUMENTS, AND TOOLS AND IMPLEMENTS RELATED TO GOLD AND SILVER MINING, ALL OF WHICH PROVIDE A COMPELLING ACCOUNT OF EARLY CALIFORNIA AND ITS INHABITANTS.COSTS RELATED TO THE LIBRARY AND HISTORIC COLLECTIONS INCLUDE THE STORAGE, CONSERVATION, AND CARE OF THIS IMPORTANT COLLECTION AS WELL AS THE PERSONNEL COSTS TO MANAGE THEM.WE RE-OPENED OUR LIBRARY TO IN-PERSON RESEARCH IN 2022 AND WE CONTINUED TO ASSIST RESEARCHERS FROM ALL OVER THE WORLD BOTH IN PERSON AS WELL AS VIA EMAIL. ADDITIONALLY, REQUESTS FOR THE USE OF OUR COLLECTION IN BOOKS AND OTHER PUBLICATIONS CONTINUE TO BE FULFILLED REGULARLY. 163527 67429 EXHIBITION/PROGRAMS - THE SOCIETY OF CALIFORNIA PIONEERS STRIVES TO CONVEY VALUABLE, COMPELLING AND EMPOWERING INFORMATION IN ALL OUR MUSEUM EXHIBITIONS, WHICH FEATURE ARTIFACTS FROM OUR ARCHIVES AND ILLUMINATE ASPECTS OF LIFE IN CALIFORNIA OVER TIME. OUR TARGET AUDIENCES INCLUDE SCHOOL CHILDREN, IN PARTICULAR THOSE STUDYING CALIFORNIA HISTORY, SENIOR CITIZENS WITH A FOCUS ON THOSE RESIDING LOCALLY, AND OUT-OF-TOWN VISITORS, IN ADDITION TO MEMBERS, FRIENDS, SCHOLARS, AND THE GENERAL PUBLIC. WE ALSO ATTRACT A SIGNIFICANT NUMBER OF TOURISTS FROM OUTSIDE THE COUNTRY. WE HAVE PRODUCED SEVERAL EXHIBITIONS BOTH IN OUR GALLERY AND ONLINE, ALLOWING US TO PROVIDE ACCESS TO OUR COLLECTIONS FOR A MUCH GREATER AUDIENCE. THE SOCIETY OF CALIFORNIA PIONEERS HAS BEEN PRESENTING SUCCESSFUL EXHIBITIONS AND PROGRAMS IN CALIFORNIA HISTORY TO FOURTH AND FIFTH GRADE STUDENTS IN THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT (SFUSD) SINCE 2000. ALL PROGRAMS ARE INTERACTIVE AND INTENDED TO FUNCTION AS A COMPLEMENT TO WORK IN THE CLASSROOM. UNLIKE THE SCHOOLS, THE STAFF OF THE SOCIETY OF CALIFORNIA PIONEERS CAN MAKE USE OF EXHIBITION MATERIALS AND ARTIFACTS FROM OUR OWN COLLECTIONS AS TEACHING TOOLS. PROGRAMS ARE DESIGNED TO CREATE A SENSE OF PLACE, FOSTER AN AWARENESS OF THE VARIETY OF TRADITIONS THAT HAVE SHAPED CONTEMPORARY CALIFORNIA, INTRODUCE STUDENTS TO MAJOR SOCIAL, ENVIRONMENTAL, AND CULTURAL ISSUES, AND INSTILL PRIDE IN A SHARED HERITAGE. THE PROGRAMS ARE OFFERED FREE OF CHARGE AND MEET CALIFORNIA STATE CURRICULUM STANDARDS. IN 2021, WE LAUNCHED A SPECIAL NEW ONLINE OFFERING, A WEBSITE TITLED THE EUREKA! PROJECT, DESIGNED FOR YOUNGER STUDENTS OF HISTORY TO ALLOW THEM ACCESS TO OUR UNIQUE COLLECTION OF PRIMARY SOURCES RELATED TO CALIFORNIA HISTORY. IN 2023 WE PRODUCED ONE NEW EXHIBITION: YOSEMITE THROUGH THREE LENSES: MUYBRIDGE. FISKE. WATKINS. RAN FROM FEBRUARY 4 TO SEPTEMBER 29, 2023. 134215 46998 EVENTS AND SERVICES - INCLUDES EVENTS PRODUCED FOR THE COMMUNITY THAT SUPPORTS US, INCLUDING SOCIAL EVENTS AND HISTORIC TOURS; INCLUDES FACILITATING APPLICATIONS, FAMILY RESEARCH, AND ANY OTHER SUPPORT TO OUR COMMUNITY. ALSO INCLUDED IN MEMBER & COMMUNITY EVENTS AND SERVICES IS THE PUBLICATION OF THE PIONEER, AN ANNUAL PUBLICATION OF THE SOCIETY. IN 2023 WE HELD FIVE IN-PERSON EVENTS FOR OUR COMMUNITY, TWO HISTORIC TOURS TO LOCAL HISTORIC LOCATIONS, AND FIVE PIONEER BOOK CLUB MEETINGS. 752823 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 5 1 0 0 0 0 0 0 1 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LORNA BUELLER 4159571849 300 4TH ST SAN FRANCISCO CA 94107 NICHOLAS SCALES PRESIDENT 2.00 X X 0 0 0 SHEILA KELLY TREASURER/SECRETARY 2.00 X X 0 0 0 DAVID P BEACH DIRECTOR 0.50 X 0 0 0 ROBERT H BRANT DIRECTOR 0.50 X 0 0 0 ROBERT CABRERA DIRECTOR 0.50 X 0 0 0 ERIN D EBELING DIRECTOR 0.50 X 0 0 0 GEORGE FREEBORN DIRECTOR 0.50 X 0 0 0 LOUISE E HARRIS DIRECTOR 0.50 X 0 0 0 GABRIELLE D KEIL DIRECTOR 0.50 X 0 0 0 RUSSELL D KEIL JR DIRECTOR 0.50 X 0 0 0 ANDREW F KERR DIRECTOR 0.50 X 0 0 0 FRANCES G LEVY DIRECTOR 0.50 X 0 0 0 MICHAEL M MCCOMISH DIRECTOR 0.50 X 0 0 0 THOMAS O MCLAUGHLIN MD DIRECTOR 0.50 X 0 0 0 BRUCE L MCPHERSON DIRECTOR 0.50 X 0 0 0 PETER L MUHS DIRECTOR 0.50 X 0 0 0 ANDREW NEUABUER DIRECTOR 0.50 X 0 0 0 LISA M SAVERI DIRECTOR 0.50 X 0 0 0 WALLACE W SHEEHAN JR DIRECTOR (THRU 5/23) 0.50 X 0 0 0 KENNETH G WINANS DIRECTOR 0.50 X 0 0 0 MERCEDES DEVINE EXECUTIVE DIRECTOR 25.00 X 130031 0 1414 130031 0 1414 1 0 0 0 0 144681 402177 59049 546858 MEMBERSHIPS 900099 67433 67433 DONOR & COMMUNITY EVEN 900099 46994 46994 MUSEUM & COLLECTION 900099 2999 2999 117426 131944 131944 1500 204224 -202724 -202724 -202724 506368 530544 -24176 -24176 -24176 100 100 0 LEASE TERM REIMBURSEME 900099 217425 217425 INSURANCE PROCEEDS 900099 25000 25000 242425 811753 117426 0 147469 131445 103841 13145 14459 211918 141938 25071 44909 9272 6529 1049 1694 27079 19375 3015 4689 2656 2656 50400 50400 20234 20234 30475 10330 16841 3304 12177 1901 9816 460 108566 87580 20659 327 227741 221656 3651 2434 42390 38132 2230 2028 PROGRAMS & SERVICES 71592 67955 3637 CONSERVATION/ACQUISITIO 53586 53586 999531 752823 168767 77941 628398 660953 66830 66459 106328 168396 7651 5559 46480 23859 7476600 4416124 3260884 3060476 2615751 2780313 200048 65204 6932370 6831219 44633 74131 461742 497394 146236 49221 652611 620746 X 6242623 6173337 37136 37136 6279759 6210473 6932370 6831219 -187778 163704 -45212 0 X 1 X 0 1 0 X 998734 379941 823574 320559 546858 3069666 998734 379941 823574 320559 546858 3069666 508849 2560817 828063 294127 93574 94487 131944 1442195 708 3552 1103 242429 247792 4759653 547811 0.53800 0.47890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 906959 86733 26507 967185 1049518 214141 356700 906959 803491 144902 120944 19819 1049518 778542 41190 16241 803491 685380 114006 20844 778542 0.00000 1.00000 0.00000 0 0 700000 700000 5652756 3365810 2286946 723868 687462 36406 399976 362852 37124 3060476 LEASE LIABILITIES 49221 49221 1179681 163704 204224 367928 811753 0 811753 1203755 204224 204224 999531 0 999531 PART III, LINE 1A: COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED IN THE STATEMENT OF ACTIVITIES AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. PART III, LINE 4: THE SOCIETY'S COLLECTION ENCOMPASSES AN OUTSTANDING ARRAY OF PAINTINGS, PRINTS, DRAWINGS, PHOTOGRAPHS, SILVERWARE, AND ARTIFACTS DATING FROM THE GOLD RUSH ERA TO 1945. THE PAINTING COLLECTION IS PARTICULARLY NOTABLE FOR ITS NINETEENTH-CENTURY HOLDINGS AND INCLUDES WORKS BY THOMAS HILL, WILLIAM KEITH, JULES TAVERNIER, AND WILLIAM HAHN AMONG MANY OTHERS. THE COLLECTION IS EQUALLY RICH IN WORKS ON PAPER RANGING FROM ETCHINGS, LITHOGRAPHS, AND POSTERS, TO PLAYBILLS, THEATER ANNOUNCEMENTS, AND MUSIC SHEETS THAT CHRONICLE THE LEISURE ACTIVITIES AND ENTERTAINMENTS OF COSMOPOLITAN SAN FRANCISCO. THE SOCIETY'S COLLECTION OF OLD CALIFORNIA SILVER IS AMONG THE FINEST IN EXISTENCE AND THERE ARE ALSO COSTUMES AND PERSONAL EFFECTS, MEDICAL DEVICES, MUSICAL INSTRUMENTS AND TOOLS AND IMPLEMENTS RELATED TO GOLD AND SILVER MINING, ALL OF WHICH PROVIDE A COMPELLING ACCOUNT OF EARLY CALIFORNIA AND ITS INHABITANTS. IN ADDITION TO THE ABOVE-MENTIONED COLLECTION, THE UNIQUE HISTORICAL RESOURCES FOUND IN OUR LIBRARY ARE ALL MADE AVAILABLE TO THE PUBLIC IN A MYRIAD OF WAYS. PLEASE SEE THE PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, 4A, 4B, AND 4C. PART V, LINE 4: ALICE PHELAN SULLIVAN LIBRARY: THE FUND WAS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT TO THE ALICE PHELAN SULLIVAN LIBRARY (THE LIBRARY). THE USE OF THE INCOME OF THE FUND IS RESTRICTED TO THE FINANCIAL SUPPORT OF THE LIBRARY. SHUMATE LEGACY FUND: CONTRIBUTIONS TO THIS FUND ARE RESTRICTED FOR THE PERMANENT ENDOWMENT OF THE SOCIETY. THE USE OF THE INCOME IS UNRESTRICTED. THE FUND WAS CREATED OUT OF LOUISE DAVIES FOUNDATION'S GIFT OF $25,000 IN HONOR OF ALBERT SHUMATE. THIS FUND STIPULATED THE PRINCIPAL BE PRESERVED, IN WHICH INCOME IS TO BE SPENT AT BOARD DISCRETION. THE ORGANIZATION MAY USE THE INCOME FOR PAID FELLOWSHIPS AT SOME POINT IN THE FUTURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 204,224. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 204,224. X 5 59049 FMV 0 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 GABRIELLE D. KEIL AND RUSSELL D. KEIL BOTH DIRECTORS ON THE BOARD HAVE A FAMILY RELATIONSHIP AS BROTHER AND SISTER. FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE BOARD PRESIDENT, TREASURER AND MANAGING DIRECTOR. THE MANAGING DIRECTOR THEN FORWARDED THE FORM 990 TO ALL VOTING MEMBERS OF THE BOARD FOR THEIR REVIEW AND COMMENTS. THE FINAL APPROVAL FOR THE FORM 990 WAS MADE BY THE TREASURER AND PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C VOTING MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, COMMITTEE CHAIRS, STAFF AND INTERNS ARE COVERED. THE PRESIDENT AND MANAGING DIRECTOR DETERMINE THE EXISTENCE OF CONFLICTS, AND RESTRICTIONS ARE IMPOSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 WHEN HIRING NEW TOP MANAGEMENT PERSONNEL, THE ORGANIZATION UTILIZES THE NATIONAL COMPARATIVE MUSEUM SURVEY. IN ADDITION, A HIRING COMMITTEE IS FORMED FOR THE THE REVIEW AND APPROVAL OF THE FINAL COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE REVIEWED FINANCIAL STATEMENTS ARE NORMALLY PROVIDED TO OUR BIG DONORS/CONTRIBUTORS. THE REPORT IS ALSO PROVIDED TO OUR REQUESTING PARTIES, I. E. VENDORS, FOUNDATIONS FOR GRANT PROPOSALS, ETC. THE SOCIETY OF CALIFORNIA PIONEERS ALSO MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIMESET FORTH IN SEC. 6104(D).