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California · Nonprofit

SAN MATEO COUNTY HISTORICAL ASSOCIATION

SAN MATEO COUNTY HISTORICAL ASSOCIATION (California) receives grants from 52 organizations whose IRS filings report $6,456,927 to it, the largest being THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ($4,035,000). 33 of them have funded it in more than one year, and 77% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$7.2M
Funders on record
52
Grants received
$6.5M
Net assets
$29M
33/52 repeat funderspeak grant-dependency 48%
01What it does

What San Mateo County Historical Association does

Mission

The association's collections are made up of objects that are held for exhibition and various other program activities. Each of these items is cataloged, preserved, and cared for and activities verifying their existence and assessing their condition are performed continuously. Collection items acquired either through purchases or donation are not capitalized. Purchases of collection items are recorded as decreases in net assets without donor restrictions if purchased with assets without restrictions and as a decrease in net assets with donor restrictions if purchased with donor-restricted assets. Contributions of collection items are not recognized in the statement of activities. The association's insurance policy of museum collections expired in november 1995. The board of directors has determined that it is not feasible to obtain similar coverage on the collections due to the high premium cost.

As stated on its FY2025 Form 990.

Program

  1. The organization's collections include historical data, information, relics, objects and records of historical interest relating to san mateo county.

    $1,581,677 spent$51,203 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,581,677.

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 ($2.4M) Expenses 100 ($2.0M) Net assets 100 ($13M)2018 Revenue 82 ($1.9M) Expenses 93 ($1.8M) Net assets 99 ($13M)2019 Revenue 88 ($2.1M) Expenses 93 ($1.8M) Net assets 101 ($13M)2020 Revenue 198 ($4.7M) Expenses 102 ($2.0M) Net assets 123 ($15M)2021 Revenue 92 ($2.2M) Expenses 97 ($1.9M) Net assets 132 ($17M)2022 Revenue 244 ($5.8M) Expenses 96 ($1.9M) Net assets 158 ($20M)2023 Revenue 102 ($2.4M) Expenses 96 ($1.9M) Net assets 163 ($21M)2024 Revenue 224 ($5.3M) Expenses 93 ($1.8M) Net assets 192 ($24M)2025 Revenue 303 ($7.2M) Expenses 96 ($1.9M) Net assets 227 ($29M)
'17'18'19'20'21'22'23'24'25
Revenue (303)Expenses (96)Net assets (227)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $24M to $29M (+18%).

$13M
$13M
$13M
$16M
$17M
$20M
$21M
$24M
$29M
'17'18'19'20'21'22'23'24'25
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
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 6% · 2018 10% · 2019 10% · 2020 4% · 2021 9% · 2022 11% · 2023 5% · 2024 4%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$392k
’17
$105k
’18
$231k
’19
$2.7M
’20
$276k
’21
$3.9M
’22
$517k
’23
$3.5M
’24
$5.3M
’25
16
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.

Board chair

Shawn Deluna

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed323130293331323229
Joined·+7+3+7+5+4+10+0+7
No longer listed·848169010
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 12 funders to 22 funders, grant income rose $119k → $206k.

12 of 52 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 77% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $281k from 2 payers (the payer shares this organization's board, largest Silicon Valley Community Foundation). These are real filings, and they are not money SAN MATEO COUNTY HISTORICAL ASSOCIATION raised.

From the IRS filings of SAN MATEO COUNTY HISTORICAL ASSOCIATION’s funders (the co-funder graph). Top 30 of 52 funders by total. 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 MATEO COUNTY HISTORICAL ASSOCIATION leans on a few funders — its largest provides 62% of grant income and the top three 76%; half comes from just 1 funder.

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

81% 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 MATEO COUNTY HISTORICAL ASSOCIATION.

62%
largest funder
76%
top three
~2
effective funders

Largest funder’s share by year: 2017 22% · 2018 23% · 2019 20% · 2020 89% · 2021 20% · 2022 16% · 2023 15% — diversifying over time.

“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.

How long its funders stay

59% of SAN MATEO COUNTY HISTORICAL ASSOCIATION's funders are still giving 3 years after their first grant; 63% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

77% of SAN MATEO COUNTY HISTORICAL ASSOCIATION'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 $1.5M that is directly attributable, 78% of it comes from California funders.

IL
MI
NY
NV
CA
CO
MO
DE
NC

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

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $5.0M arriving through sponsors registered in 9 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

Organizations like SAN MATEO COUNTY HISTORICAL ASSOCIATION

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

84% of spending goes to programs.

Program 84%Management 9%Fundraising 7%

Governance

27
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

96%

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 MATEO COUNTY HISTORICAL ASSOCIATION: 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 MATEO COUNTY HISTORICAL ASSOCIATION?
SAN MATEO COUNTY HISTORICAL ASSOCIATION (California) receives grants from 52 organizations whose IRS filings report $6,456,927 to it, the largest being THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ($4,035,000). 33 of them have funded it in more than one year, and 77% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does SAN MATEO COUNTY HISTORICAL ASSOCIATION have?
IRS filings report 52 organizations giving $6,456,927 in grants to SAN MATEO COUNTY HISTORICAL ASSOCIATION, 33 of which have funded it in more than one year.
Who is the largest funder of SAN MATEO COUNTY HISTORICAL ASSOCIATION?
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY is the largest funder on record, with $4,035,000 in grants. The full list of funders is on this page.
How can an organization like SAN MATEO COUNTY HISTORICAL ASSOCIATION 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.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 52 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