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California · Nonprofit

SAN JOAQUIN PIONEER & HISTORICAL SOCIETY

SAN JOAQUIN PIONEER & HISTORICAL SOCIETY (California) receives grants from 4 organizations whose IRS filings report $150,075 to it, the largest being THE AYCO CHARITABLE FOUNDATION ($100,000). 1 of them have funded it in more than one year, and 73% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2024
$2.8M
Funders on record
4
Grants received
$150k
Net assets
$25M
1/4 repeat funderspeak grant-dependency 1%
01What it does

What San Joaquin Pioneer & Historical Society does

Mission

The mission of the museum is to inspire present and future generations to appreciate the fine arts and regional history by engaging our visitors' creative, social, and learning interests through exhibitions, programs, and events. This is achieved by acquisitions for its collection and through preservation, documentation, interpretation and presentation of its core collection in accordance with best practices as established by the american alliance of museums. The museum strives, through its educational programs, publications and exhibits, to provide access to art and history to the widest possible audience. The museum also hosts temporary, traveling exhibits, which are in accordance with its mission.

As stated on its FY2024 Form 990.

Program

  1. Operation and maintenance of the haggin museum and related functions constituted the most significant program service accomplishment. Approximately 16,000 people visited the museum during 2024.

    $1,155,543 spent$576,938 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,155,543.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($1.8M) Expenses 100 ($1.7M) Net assets 100 ($22M)2018 Revenue 253 ($4.5M) Expenses 91 ($1.6M) Net assets 90 ($20M)2019 Revenue 79 ($1.4M) Expenses 97 ($1.7M) Net assets 98 ($21M)2020 Revenue 177 ($3.1M) Expenses 86 ($1.5M) Net assets 108 ($24M)2021 Revenue 84 ($1.5M) Expenses 79 ($1.4M) Net assets 115 ($25M)2022 Revenue 70 ($1.2M) Expenses 95 ($1.6M) Net assets 99 ($22M)2023 Revenue 128 ($2.3M) Expenses 100 ($1.7M) Net assets 108 ($24M)2024 Revenue 157 ($2.8M) Expenses 108 ($1.8M) Net assets 116 ($25M)
'17'18'19'20'21'22'23'24
Revenue (157)Expenses (108)Net assets (116)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $25M to $22M (−14%).

$23M
$21M
$23M
$25M
$25M
$22M
$24M
$26M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$67k
’17
$2.9M
’18
−$251k
’19
$1.7M
’20
$134k
’21
−$376k
’22
$569k
’23
$945k
’24
2.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Obert Susan

CEO

Board chair

Klocke Mike

Board chair

As listed on its FY2024 Form 990.

The chief executive listed changed between the FY2020 and FY2021 filings.

'17'18'19'20'21'22'23'24
Listed2121202020171718
Joined·+2+0+6+2+4+1+4
No longer listed·2162713
03Who funds it

Who funds it, year by year

2017 → 2021: the base held at 1 funder, grant income fell $15k → $10k.

Funder
'17
'18
'21
'24*
'25*
total
$25k
funders
1
1
1
1
1

2 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 73% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SAN JOAQUIN PIONEER & HISTORICAL SOCIETY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SAN JOAQUIN PIONEER & HISTORICAL SOCIETY leans on a few funders — its largest provides 67% of grant income and the top three 93%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

90% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SAN JOAQUIN PIONEER & HISTORICAL SOCIETY.

67%
largest funder
93%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2021 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

73% of SAN JOAQUIN PIONEER & HISTORICAL SOCIETY's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $40k that is directly attributable, 63% of it comes from California funders.

CA
TX

In-state vs out-of-state, by year

’17
’18
California out of state home

Funder states come from each funder’s own filing. $110k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding SAN JOAQUIN PIONEER & HISTORICAL SOCIETY receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $20k on record.

Federal$20k
grants $20kcontracts $0
19
20
Top agencies
  • National Endowment for the Arts$20k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like SAN JOAQUIN PIONEER & HISTORICAL SOCIETY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

63% of spending goes to programs.

Program 63%Management 26%Fundraising 11%

Governance

17
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

63%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for SAN JOAQUIN PIONEER & HISTORICAL SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SAN JOAQUIN PIONEER & HISTORICAL SOCIETY?
SAN JOAQUIN PIONEER & HISTORICAL SOCIETY (California) receives grants from 4 organizations whose IRS filings report $150,075 to it, the largest being THE AYCO CHARITABLE FOUNDATION ($100,000). 1 of them have funded it in more than one year, and 73% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does SAN JOAQUIN PIONEER & HISTORICAL SOCIETY have?
IRS filings report 4 organizations giving $150,075 in grants to SAN JOAQUIN PIONEER & HISTORICAL SOCIETY, 1 of which have funded it in more than one year.
Who is the largest funder of SAN JOAQUIN PIONEER & HISTORICAL SOCIETY?
THE AYCO CHARITABLE FOUNDATION is the largest funder on record, with $100,000 in grants. The full list of funders is on this page.
How can an organization like SAN JOAQUIN PIONEER & HISTORICAL SOCIETY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds San Joaquin Pioneer & Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing