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Southern Tuolumne County Historical Society

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$92.8k (2024)

Expenses
$65.5k (2024)

Total Assets
$778k (2024)

Total Liabilities
$4.32k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,833
Expenses
$65,493
Net Income
$27,340
Net Assets
$773,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,450
52.2%
Program Services $14,067
15.2%
Investment Income $9,797
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,205
15.3%
Sales of Assets $0
Net Inventory Sales $6,314
6.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $777,659
Total Liabilities $4,319
Net Assets $773,340
Compensation
Key Employees and Officers Compensation Related Other
Scott Belser (Vp) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Harriet Codeglia (President) $0 $0 $0
Patricia Gibson (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
David Roberts (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,885
Expenses
$43,847
Net Income
$18,038
Net Assets
$747,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,860
38.6%
Program Services $14,700
23.8%
Investment Income $35
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,348
18.3%
Sales of Assets $0
Net Inventory Sales $11,942
19.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $748,063
Total Liabilities $257
Net Assets $747,806
Compensation
Key Employees and Officers Compensation Related Other
Scott Belser (Vp) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Harriet Codeglia (President) $0 $0 $0
Patricia Gibson (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
David Roberts (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,627
Expenses
$42,121
Net Income
$11,506
Net Assets
$784,873
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,635
64.6%
Program Services $0
Investment Income $91
0.2%
Bond Proceeds $0
Royalties $362
0.7%
Rental Property Income $0
Net Fundraising $9,923
18.5%
Sales of Assets $0
Net Inventory Sales $8,616
16.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $785,213
Total Liabilities $340
Net Assets $784,873
Compensation
Key Employees and Officers Compensation Related Other
Scott Belser (Board Member) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Harriet Codeglia (President) $0 $0 $0
Patricia Gibson (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
David Roberts (Curator) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,411
Expenses
$31,898
Net Income
-$18,487
Net Assets
$884,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,884
58.8%
Program Services $0
Investment Income $327
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,570
34.1%
Other Revenue $630
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $886,739
Total Liabilities $2,492
Net Assets $884,247
Compensation
Key Employees and Officers Compensation Related Other
Harriet Codeglia (President) $0 $0 $0
Joe Hopkins (Vice President) $0 $0 $0
Penny Christensen (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
David Roberts (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Paula Bianchi (Board Member) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Scott Belser (Board Member) $0 $0 $0
Patricia Gibson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,452
Expenses
$35,666
Net Income
$20,786
Net Assets
$768,472
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,766
56.3%
Program Services $0
Investment Income $198
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,400
4.3%
Net Fundraising $11,969
21.2%
Sales of Assets $0
Net Inventory Sales $9,646
17.1%
Other Revenue $473
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $770,630
Total Liabilities $2,158
Net Assets $768,472
Compensation
Key Employees and Officers Compensation Related Other
Harriet Codeglia (President) $0 $0 $0
Joe Hopkins (Vice President) $0 $0 $0
Penny Christensen (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
David Roberts (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Paula Bianchi (Board Member) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Scott Belser (Board Member) $0 $0 $0
Patricia Gibson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,026
Expenses
$43,511
Net Income
-$4,485
Net Assets
$747,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,585
16.9%
Program Services $426
1.1%
Investment Income $275
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,600
4.1%
Net Fundraising $16,780
43.0%
Sales of Assets $0
Net Inventory Sales $13,360
34.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $750,044
Total Liabilities $2,349
Net Assets $747,695
Compensation
Key Employees and Officers Compensation Related Other
Harriet Codeglia (President) $0 $0 $0
Joe Hopkins (Vice Presedent) $0 $0 $0
Penny Christensen (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
David Roberts (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Paula Bianchi (Board Member) $0 $0 $0
Kathy Brown (Board Member) $0 $0 $0
Bob Aker (Board Member) $0 $0 $0
Scott Belser (Board Member) $0 $0 $0
Michalene Martin (Board Member) $0 $0 $0
Patricia Gibson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,539
Expenses
$36,113
Net Income
-$8,574
Net Assets
$752,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,429
30.6%
Program Services $63
0.2%
Investment Income $2,879
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,315
37.5%
Sales of Assets $0
Net Inventory Sales $5,853
21.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $752,964
Total Liabilities $784
Net Assets $752,180
Compensation
Key Employees and Officers Compensation Related Other
Joe Hopkins (President) $0 $0 $0
Bob Oakley (Vice Presedent) $0 $0 $0
Harriet Codeglia (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Tim Shanahan (Board Member) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
Dodie Harte (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Bob Aker (Board Member) $0 $0 $0
Rolene Kiesling (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,618
Expenses
$43,144
Net Income
$3,474
Net Assets
$760,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,776
25.3%
Program Services $206
0.4%
Investment Income $157
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,830
51.1%
Sales of Assets $0
Net Inventory Sales $10,649
22.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,159
5.0%
Assets/Debt
Total Assets $761,919
Total Liabilities $1,165
Net Assets $760,754
Compensation
Key Employees and Officers Compensation Related Other
Joe Hopkins (President) $0 $0 $0
Bob Oakley (Vice Presedent) $0 $0 $0
Harriet Codeglia (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Tim Shanahan (Board Member) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
Dodie Harte (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Bob Aker (Board Member) $0 $0 $0
Rolene Kiesling (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0
Carrie Carter (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,144
Expenses
$37,346
Net Income
$18,798
Net Assets
$758,877
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,849
58.5%
Program Services $568
1.0%
Investment Income $108
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,775
24.5%
Sales of Assets $0
Net Inventory Sales $8,844
15.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,896
13.1%
Assets/Debt
Total Assets $762,962
Total Liabilities $4,085
Net Assets $758,877
Compensation
Key Employees and Officers Compensation Related Other
Dodie Harte (President) $0 $0 $0
Harriet Codeglia (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Kathy Seaton (Board Member) $0 $0 $0
Tim Shanahan (Board Member) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
Harold Wesley (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Joe Hopkins (Board Member) $0 $0 $0
Rolene Kiesling (Board Member) $0 $0 $0
Bob Oakley (Board Member) $0 $0 $0
Bruce Carter (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0
Carrie Carter (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,647
Expenses
$41,649
Net Income
-$3,002
Net Assets
$713,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,612
22.3%
Program Services $1,220
3.2%
Investment Income $291
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,628
53.4%
Sales of Assets $0
Net Inventory Sales $7,896
20.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $715,346
Total Liabilities $2,031
Net Assets $713,315
Compensation
Key Employees and Officers Compensation Related Other
Dodie Harte (President) $0 $0 $0
Harriet Codeglia (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Kathy Seaton (Programs) $0 $0 $0
Tim Shanahan (Vice President) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
Harold Wesley (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Joe Hopkins (Board Member) $0 $0 $0
Rolene Kiesling (Board Member) $0 $0 $0
Bob Oakley (Board Member) $0 $0 $0
Bruce Carter (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0
Carrie Carter (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,636
Expenses
$51,877
Net Income
-$13,241
Net Assets
$718,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,572
19.6%
Program Services $2,660
6.9%
Investment Income $398
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,260
52.4%
Sales of Assets $0
Net Inventory Sales $7,746
20.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $720,272
Total Liabilities $1,939
Net Assets $718,333
Compensation
Key Employees and Officers Compensation Related Other
Bob Oakley (President) $0 $0 $0
Harriet Codeglia (Secretary) $0 $0 $0
Catherine Santa Maria (Treasurer) $0 $0 $0
Dodie Harte (Programs) $0 $0 $0
Steve Engstrom (Vice President) $0 $0 $0
Kathy Seaton (Board Member) $0 $0 $0
Tim Shanahan (Board Member) $0 $0 $0
Pete Stevenson (Board Member) $0 $0 $0
Harold Wesley (Board Member) $0 $0 $0
Jim Phillips (Board Member) $0 $0 $0
Joe Hopkins (Board Member) $0 $0 $0
Rolene Kiesling (Board Member) $0 $0 $0
Bruce Carter (Board Member) $0 $0 $0
Frank Perry (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,572
Expenses
$38,346
Net Income
-$774
Net Assets
$727,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,811
18.1%
Program Services $7,578
20.2%
Investment Income $1,620
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,636
41.6%
Sales of Assets $0
Net Inventory Sales $5,927
15.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $731,696
Total Liabilities $4,370
Net Assets $727,326

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,802
Expenses
$49,153
Net Income
-$13,351
Net Assets
$728,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,747
30.0%
Program Services $2,376
6.6%
Investment Income $0
Bond Proceeds $1,843
5.1%
Royalties $0
Rental Property Income $0
Net Fundraising $18,752
52.4%
Sales of Assets $0
Net Inventory Sales $2,068
5.8%
Other Revenue $16
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $728,100
Total Liabilities $0
Net Assets $728,100

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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