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Merced County Historical Society A California Nonprofit Corporation

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.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (A82Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$222k (2023)

Expenses
$124k (2023)

Total Assets
$3.01M (2023)

Total Liabilities
$179k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$221,646
Expenses
$123,872
Net Income
$97,774
Net Assets
$2,835,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,506
44.4%
Program Services $0
Investment Income $74,713
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $42,897
19.4%
Sales of Assets -$3,007
Net Inventory Sales $8,537
3.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $73,445
59.3%
Assets/Debt
Total Assets $3,014,287
Total Liabilities $179,259
Net Assets $2,835,028
Compensation
Key Employees and Officers Compensation Related Other
Kent Roberts (President) $0 $0 $0
Bob Sousa (Vice President) $0 $0 $0
Patty Kishi (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,333
Expenses
$115,410
Net Income
$55,923
Net Assets
$2,737,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $61,200
35.7%
Program Services $0
Investment Income $63,570
37.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $43,092
25.2%
Sales of Assets -$1,431
Net Inventory Sales $4,902
2.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $69,488
60.2%
Assets/Debt
Total Assets $2,916,445
Total Liabilities $179,191
Net Assets $2,737,254
Compensation
Key Employees and Officers Compensation Related Other
Kent Roberts (President) $0 $0 $0
Bob Sousa (Vice President) $0 $0 $0
Patty Kishi (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$210,900
Expenses
$108,845
Net Income
$102,055
Net Assets
$2,681,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,723
53.4%
Program Services $0
Investment Income $64,102
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,156
14.3%
Sales of Assets -$1,775
Net Inventory Sales $5,694
2.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $69,352
63.7%
Assets/Debt
Total Assets $2,937,838
Total Liabilities $256,507
Net Assets $2,681,331
Compensation
Key Employees and Officers Compensation Related Other
Julie Marchini (President) $0 $0 $0
Bob Sousa (Vice President) $0 $0 $0
Patty Kishi (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,731
Expenses
$116,536
Net Income
-$2,805
Net Assets
$2,579,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,078
46.7%
Program Services $0
Investment Income $68,915
60.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$111
Sales of Assets -$12,325
Net Inventory Sales $4,174
3.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,231
62.0%
Assets/Debt
Total Assets $2,783,150
Total Liabilities $203,874
Net Assets $2,579,276
Compensation
Key Employees and Officers Compensation Related Other
Julie Marchini (President) $0 $0 $0
Carlene Cunningham (Vice President) $0 $0 $0
Patty Kishi (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$145,827
Expenses
$122,242
Net Income
$23,585
Net Assets
$2,582,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,164
24.1%
Program Services $0
Investment Income $85,708
58.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $36,668
25.1%
Sales of Assets -$16,321
Net Inventory Sales $4,608
3.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $75,072
61.4%
Assets/Debt
Total Assets $2,771,697
Total Liabilities $189,616
Net Assets $2,582,081
Compensation
Key Employees and Officers Compensation Related Other
Neil Morse (President) $0 $0 $0
Julie Marchini (Vice President) $0 $0 $0
Patty Kishi (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,497
Expenses
$131,070
Net Income
$53,427
Net Assets
$2,558,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,710
29.7%
Program Services $0
Investment Income $84,421
45.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,876
15.7%
Sales of Assets $0
Net Inventory Sales $16,490
8.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $70,744
54.0%
Assets/Debt
Total Assets $2,747,377
Total Liabilities $188,881
Net Assets $2,558,496
Compensation
Key Employees and Officers Compensation Related Other
Charlie Galatro (President) $0 $0 $0
Neil Morse (Vice President) $0 $0 $0
Carlene Cunningham (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$138,126
Expenses
$113,122
Net Income
$25,004
Net Assets
$2,505,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,618
34.5%
Program Services $0
Investment Income $61,944
44.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,258
18.3%
Sales of Assets -$223
Net Inventory Sales $3,529
2.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $65,284
57.7%
Assets/Debt
Total Assets $2,693,674
Total Liabilities $188,605
Net Assets $2,505,069
Compensation
Key Employees and Officers Compensation Related Other
Kathy Brady (President) $0 $0 $0
Neil Morse (Vice President) $0 $0 $0
Carol Luhring (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,984
Expenses
$103,087
Net Income
$73,897
Net Assets
$2,480,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,742
40.0%
Program Services $0
Investment Income $72,245
40.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,039
17.0%
Sales of Assets -$5
Net Inventory Sales $3,963
2.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $54,526
52.9%
Assets/Debt
Total Assets $2,668,311
Total Liabilities $188,246
Net Assets $2,480,065
Compensation
Key Employees and Officers Compensation Related Other
Kathy Brady (President) $0 $0 $0
Ric Kirby (Vice President) $0 $0 $0
Carol Luhring (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,396
Expenses
$99,231
Net Income
$32,165
Net Assets
$2,406,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,893
26.6%
Program Services $0
Investment Income $68,200
51.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,123
18.4%
Sales of Assets $0
Net Inventory Sales $4,180
3.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $52,727
53.1%
Assets/Debt
Total Assets $2,593,981
Total Liabilities $187,813
Net Assets $2,406,168
Compensation
Key Employees and Officers Compensation Related Other
Carleen Cunningham (President) $0 $0 $0
Ric Kirby (Vice President) $0 $0 $0
John Hoffman (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,195
Expenses
$107,036
Net Income
$32,159
Net Assets
$2,374,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,475
21.9%
Program Services $0
Investment Income $100,402
72.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,663
16.3%
Sales of Assets -$21,875
Net Inventory Sales $7,530
5.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $52,145
48.7%
Assets/Debt
Total Assets $2,562,412
Total Liabilities $188,409
Net Assets $2,374,003
Compensation
Key Employees and Officers Compensation Related Other
Charlie Galatro (President) $0 $0 $0
Carleen Cunningham (Vice President) $0 $0 $0
John Hoffman (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$114,807
Expenses
$96,125
Net Income
$18,682
Net Assets
$2,341,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,541
21.4%
Program Services $0
Investment Income $66,340
57.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,633
17.1%
Sales of Assets $0
Net Inventory Sales $4,293
3.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $50,964
53.0%
Assets/Debt
Total Assets $2,530,720
Total Liabilities $188,876
Net Assets $2,341,844
Compensation
Key Employees and Officers Compensation Related Other
Rosalie Heppner (President) $0 $0 $0
Charlie Galatro (Vice President) $0 $0 $0
John Hoffman (Secretary) $0 $0 $0
Grey B Roberts (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$165,142
Expenses
$97,101
Net Income
$68,041
Net Assets
$2,323,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,140
42.5%
Program Services $0
Investment Income $64,279
38.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,503
15.4%
Sales of Assets $0
Net Inventory Sales $5,220
3.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,847
51.3%
Assets/Debt
Total Assets $2,512,529
Total Liabilities $189,367
Net Assets $2,323,162

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$179,252
Expenses
$89,767
Net Income
$89,485
Net Assets
$2,255,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,358
44.8%
Program Services $0
Investment Income $61,317
34.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,771
15.5%
Sales of Assets $453
0.3%
Net Inventory Sales $9,353
5.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $48,362
53.9%
Assets/Debt
Total Assets $2,442,641
Total Liabilities $187,520
Net Assets $2,255,121

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

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.

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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

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