CC 06-21-2022 #20 CHSM For Council_PresentationCUPERTINO HISTORICAL SOC
MUSEUM
June 21 City Council Meeting
ABOUT US
The mission of the Cupertino Historical Society and
Museum is to preserve and share Cupertino’s past,
strengthen our sense of community,and make Cupertino
history available for all.
The Cupertino Historical Society and Museum (CHSM)is
the city’s oldest (and only)cultural organization whose
purpose is to preserve and present Cupertino’s unique
history.We have been bringing stories of our past to the
community,our schools,and other organizations for over
54 years.Our collection spans over 100 years of
Cupertino’s history and contains more than 5,000 items
including manuscripts,graphics,photographs,books,
artifacts,oral histories,and other historically relevant
objects accessible at our museum or on loan at other
organizations.
Vision: We aspire to represent all
Cupertino citizens as we meaningfully
share the ever-evolving story of
Cupertino with a broader audience.
MUSEUM DOCENT AND BOARD
MEMBER GAIL HUGGER WITH
THE QUINLAN CENTER
PRESCHOOL CLASS
TREASURER AND BOARD MEMBER
BILL KERR “DRIVES” THE KELLY
TRUCK, ONE OF OUR PRIZED
ARTIFACTS OFF OF THE TRAILER
INTO ITS NEW STORAGE.
GROUP PHOTO FROM OUR AMAZING TRIP CO-LED BY THE
OFFICE OF MAYOR PAUL AND CHSM—JUNE 11, 2022.
ANGEL ISLAND
LOVELY VISITORS TO OUR “WHO WORE IT
BEST” POP UP DURING THE TOYOKAWA
CHERRY BLOSSOM FESTIVAL.
SOURCES OF FUNDING AND INCOME
MEMBERSHIP
DONATIONS
FUNDRAISING EVENTS
LINE-ITEM CITY FUNDING
Renewals have been down in 2021, but we are hoping that when
things open our membership will increase.
Donations and giving were up in 2021, compared to our
budgeted amount and giving in 2020.
Our expenses were double this year for the Annual BBQ;
however, we also raised quite a bit more money. Considering
that we were not able to hold a large-scale in-person fundraiser
in 2020, this boon was welcome.
Without this funding from the City of Cupertino, the deficit at
which we continually operate is unsustainable.
4
CHSM: VALUE TO THE CITY OF CUPERTINO
MUSEUM AND ARCHIVE
•We provide, free of charge,
professional and ongoing archiving
services to the City of Cupertino.
•We are the official repository of the
city’s history, documents,
photographs, and records.
•All artifacts are kept in appropriate
museum-quality storage observing
archiving best practices.
•We offer exhibits pertaining to local
history and culture, including natural
history in the museum space
throughout the year.
RESEARCH +
INFORMATION CENTER
•We are a trusted resource for community
members seeking information about
property, family, or local history.
•As part of our public service, we answer
numerous questions on local history with
great frequency.
•We catalog and maintain many family
histories on local families.
•We have the only archive of original
Cupertino Courier Newspapers available
for researchers.
•We have supported the research of several
scholars, most notably, local historian Wes
Morse, whose forthcoming book on local
history is due out later this year.
COMMUNITY LOCUS
•We form fruitful and lasting partnerships
with local community organizations:
Toyokawa Sister Cities, Friends of the
Cupertino Library, Baer Blacksmith Shop,
etc.
•We offer a multitude of programming for
a variety of ages/audiences that
promotes a sense of place.
•Our volunteer program attracts
participants ranging in ages from 16 to
84.
•Our interactive pop-up exhibit during the
Cherry Blossom festival drew around
3,000 people in one weekend!
If the City of Cupertino were to take on any of these three roles (among the many) we fulfill, it would come at costs in the
hundreds of thousands of dollars in staffing, facilities, materials, etc.
HOW CHSM HELPS CUPERTINO ACCOMPLISH SPECIFIC
GOALS SET FORTH IN BOTH THE GENERAL AND MASTER
PLANS
MASTER PLAN GOAL LU -6 PRESERVE AND PROTECT THE CITY’S HISTORIC AND
CULTURAL RESOURCES (P. 76)
How we help: through our museum programming, educational outreach, museum archive,
collection maintenance, and historic advocacy work. We also partner with historic
sties/venues to host events related to history.
GOAL LU-7 PROMOTE A CIVIC ENVIRONMENT WHERE THE ARTS EXPRESS
AN INNOVATIVE SPIRIT CULTURAL DIVERSITY, AND INSPIRE COMMUNITY
PARTICIPATION.(P. 77).
How we help: we promote the work of local artists in our newsletter, through exhibits
and our public programming. Some examples include, Crystal Tai and her translations
of Chinese poetry, the art of Pete Emig, our upcoming retrospective on local painter Zoe
Thompson, and traditional Chinese music.
FROM THE 2020 PARKS AND RECREATION MASTER PLAN: “CUPERTINO
IS A UNIQUE COMMUNITY AND RESIDENTS WANT PARKS THAT
EMPHASIZE THE COMMUNITY’S CHARACTER AND HERITAGE. MANY
RESIDENTS RECOMMEND INTEGRATING LOCAL HISTORY, ART, CULTURE
AND NATURAL RESOURCES INTO PARKS AND FACILITIES TO HELP
PROVIDE RECREATION OPPORTUNITIES THAT REFLECT CUPERTINO’S
UNIQUE CHARACTER.” (PAGE 26)
How we help: our exhibits, programming, partnerships with community organizations and
stakeholders. Long term loan of blacksmithing equipment and artifacts at Baer
Blacksmithing Shop, working to develop history walks around the Steven’s Creek Corridor
and didactic panels along the Steven’s Creek Trail.
CUPERTINO HISTORICAL SOCIETY, INC.
2022 BUDGET
Category Budget 2022
INCOME
Donations & Operations $20,400
Fundraising Event Income $30,500
Memberships $7,800
Store Sales $650
TOTAL INCOME:$59,350
EXPENSES
Collections Storage $6,000
Fundraising Event Expenses $10,000
Insurance $6,100
Museum Operations $7,500
Office Expenses $6,225
Program Expenses $14,100
Staffing and Payroll (1 full-time and 1 part time staff)$70,790
TOTAL EXPENSES:$121,015
NET LOSS (-$61,665)
ADJUSTMENTS
4% Endowment Withdrawal $21,300
Reserve Withdrawal $20,365
City of Cupertino $20,000
Balance $0
When we received a lump sum from Lehigh to lease the
Snyder-Hammond property,for nine years,the Board wisely
decided to set up a reserve account with that one-time sum
of $120,000.As of May 31,2022,the reserve account
balance is $$42,325.The purpose of the reserve account is
to help “bridge the gap”to meet our budget deficit .
However,when the reserves are gone,they are gone.
RESERVE ACCOUNT
THE LAW OF ENDOWMENTS
The Uniform Prudent Management of Institutional Funds Act
(UPMIFA).In California,the Board is subject to the rules on
prudent investments as set forth in both the Corporations Code
and UPMIFA .California’s UPMIFA includes the optional provision
stating that an appropriation of greater than 7%of the average
FMV of an endowment (averaged over the last three years)is
presumptively imprudent .CHSM’s Board has elected to withdraw
4%of the fair market value annually.
LINE ITEM VS. COMMUNITY FUNDING GRANT
Parks and Recreation commission meeting dated April 4, 2019—the Parks and Recreation
Commission voted that the Cupertino Historical Society + Museum “Cupertino’s Official
Archivist.”
(Minute: 1:57:22/2:58:14)
Commissioner Neesha Tambe
Parks and Recreation Commission
Meeting
April 4, 2019
“It seems very odd (for us)to designate an organization a formal partner of ours and
then not give them any money.And that there doesn’t seem to be any point in having
partnerships going forward if we’re not going to be putting our money where our
mouth is.I would ideally like for that partnership to be something like a city line item
now that it’s official,like Sister Cities is…if there’s a way that in the future we can
push to have it treated like a Sister Cities Program instead of even coming through
this grant process I would like to see that,but that’s the one that I would like to push
a little bit more for.”
SUMMARY
While the Cupertino Historical Society + Museum
does have a dedicated membership and an
endowment that partially covers our operating
expenses, we need regular and meaningful
support from the City of Cupertino to continue
operating without incurring a serious deficit to our
quickly depleting reserves.