History San Jose
Public records show a registered, tax-exempt organization in good standing.
What it says it does
HISTORY SAN JOSE PRESERVES AND ENRICHES THE CULTURAL HERITAGE OF SAN JOSE AND THE SANTA CLARA VALLEY THROUGH RESEARCH, COLLECTIONS, PARTNERSHIPS, EDUCATIONAL PROGRAMS AND EVENTS.
- Income
- $2.6 million
- Spending
- $2.8 million
- Spent on programs
- 74%
- Reserves
- -0.2 months of spending
- Largest source of income
- government grants, 51%
- Employees
- 33
- Volunteers
- 60
- Highest pay
- $119,077, president & ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 44 out of 100. Higher than 14% of charities in its peer group (arts and culture, $1m to $10m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
10 of 20It owes 35% of what it owns.
Living within its means
4 of 15Spending exceeded income by 8% of income.
Income trend
15 of 15Income rose 6% on the year before.
Spending floor
15 of 1574% of spending went to programs and raising each dollar of donations cost 6 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Fair: 67 out of 100. Higher than 17% of charities in its peer group (arts and culture, $1m to $10m).
Independent board
25 of 2510 of 10 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
0 of 8Reports no written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
0 of 10Did not give the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $2.0 million spent. HISTORY SAN JOSE CATALYZES CURIOSITY FOR THOUSANDS OF YOUNG LEARNERS THROUGH OUR NINE IMMERSIVE FIELD TRIP PROGRAMS. IN THE 2024-2025 SCHOOL YEAR, OUR EDUCATION TEAM ENGAGED OVER 10,000 STUDENTS, INCLUDING OVER 400 VIRTUAL FIELD TRIP ATTENDEES. HISTORY SAN JOSE HOSTS PUBLIC PROGRAMS INCLUDING BOOK TALKS, CULTURAL CELEBRATIONS, AND FESTIVALS. IN FISCAL YEAR 2025 WE CONTINUED TO BUILD AND EXPAND ON PREVIOUS EVENTS LIKE THE SPIRIT OF 45, LIVING HISTORY DAY; WOMENS HERITAGE DAY, SJ ROOTS, AND CARS IN THE PARK. HISTORY SAN JOSE BUILT UP PUBLIC AWARENESS OF OUR WALKING TOURS OF HISTORY PARK AND THE PERALTA ADOBEFALLON HOUSE, OFFERING TAILORED EXPERIENCES FOR GROUPS OF ALL AGES AND INTERESTS. THESE PERSONALIZED TOURS PROVIDE BEHIND-THE-SCENES STORIES, HANDS-ON HISTORY, AND DEEPER CONNECTIONS TO THE PEOPLE
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 1972.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.