Arts, Culture & Humanities (A800) IRS Verified DX Registered 990 on File

GILBERT HISTORICAL SOCIETY INC

EIN: 86-0372907 · GILBERT, AZ 85299-1484 · United States · FY 2025 Data

3 out of 5 47 / 100 Based on 2+ years of filings

Financial strength (30%) 65/100

Reliability (20%) 55/100

Effectiveness (25%) 66/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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Mission Statement

As Gilbert grows at its ever-rapid pace, the Gilbert Historical Society has adopted a new model called Communities for All Ages which will provide a new intergenerational approach to programming in areas such as history, arts, culture, science, technology, and more. The new mission of the Gilbert Historical Society is to be the vibrant cornerstone of an intergenerational community that celebrates the past, inspires unity of all people, and cultivates life-enriching collaboration. The Gilbert Historical Society is a key stakeholder in the Town of Gilbert and the Heritage District, and the Gilbert Historical Museum is the only local building to be named to the National Register of Historic Places. + +

Financial Overview — FY 2025

$237K

Total Revenue

$235K

Total Expenses

$3.0M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 59.0%

Fundraising Efficiency 29.7%

Operating Reserve 153.34x

Liability-to-Asset 8.3%

Revenue Diversification 46.8%

Executive Compensation $70K

Compared with Peers

FY 2025

Compared with 7,068 similar organizations (United States, Arts, Culture & Humanities, $100K–$1M in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	59.0%	81.9%	P10P90	Bottom quarter
Admin expense ratio Management and general / total expenses · lower is better	23.5%	13.7%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	17.4%	0.0%	P10P90	Bottom quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	29.7%	27.4%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	153.3 mo	9.4 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	8.3%	1.5%	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	46.8%	77.2%	P10P90	Top quarter
Revenue growth Year over year revenue growth	-54.7%	6.7%	P10P90
Expense growth Year over year expense growth	3.0%	5.9%	P10P90
Surplus margin Surplus as a share of revenue	0.5%	2.4%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$237K	$235K	$3.0M	59.0%	5
2024	$523K	$229K	$2.6M	61.6%	5
2023	$328K	$198K	$2.3M	63.8%	5
2022	$602K	$183K	N/A	—	5

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Organization Details

EIN: 86-0372907
State: AZ
City: GILBERT
ZIP: 85299-1484
Classification: A800
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1982
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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