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Newport Beach Historical Society

  • Newport Beach, CA
  • Tax-exempt since March 2015
  • EIN: 47-3296036

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$42.9k (2024)

Expenses
$37k (2024)

Total Assets
$17k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2015 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$42,873
Expenses
$36,956
Net Income
$5,917
Net Assets
$17,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,873
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $17,018
Total Liabilities $0
Net Assets $17,018
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Tim Brown (Vice President) $0 $0
John Schram (Vice President) $0 $0
Lenard Davis (Secretary) $0 $0
Emily Sabataso (Treasurer) $0 $0
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Document Links

990-EZ
Filed on March 27, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,069
Expenses
$18,930
Net Income
-$3,861
Net Assets
$11,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,069
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $11,101
Total Liabilities $0
Net Assets $11,101
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Tim Brown (Vice President) $0 $0
John Schram (Vice President) $0 $0
Lenard Davis (Secretary) $0 $0
Emily Sabataso (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 30, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$6,633
Expenses
$12,634
Net Income
-$6,001
Net Assets
$14,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,633
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $14,962
Total Liabilities $0
Net Assets $14,962
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Tim Brown (Vice President) $0 $0
John Schram (Vice President) $0 $0
Lenard Davis (Secretary) $0 $0
Emily Sabataso (Treasurer) $0 $0
+ View more people

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990-EZ
Filed on March 29, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$14,284
Expenses
$14,048
Net Income
$236
Net Assets
$20,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $20,963
Total Liabilities $0
Net Assets $20,963
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Tim Brown (Vice President) $0 $0
John Schram (Vice President) $0 $0
Lenard Davis (Secretary) $0 $0
Emily Sabataso (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 14, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$7,525
Expenses
$11,345
Net Income
-$3,820
Net Assets
$20,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $20,727
Total Liabilities $0
Net Assets $20,727
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Jim Dukette (1 St Vp) $0 $0
Bill Finster (2 Nd Vp) $0 $0
Jim Rubel (Treasurer) $0 $0
Allen Baker (Director) $0 $0
Tim Brown (Director) $0 $0
Don Dickey (Director) $0 $0
Mary Beth Fry (Director) $0 $0
Howard Hall (Director) $0 $0
John Schram (Director) $0 $0
Don Webb (Director) $0 $0
Paul Wormser (Director) $0 $0
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990-EZ
Filed on Dec. 21, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,054
Expenses
$15,231
Net Income
$4,823
Net Assets
$24,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,071
50.2%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $24,547
Total Liabilities $0
Net Assets $24,547
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Jim Dukette (1 St Vp) $0 $0
Bill Finster (2 Nd Vp) $0 $0
Jim Rubel (Treasurer) $0 $0
Allen Baker (Director) $0 $0
Tim Brown (Director) $0 $0
Don Dickey (Director) $0 $0
Mary Beth Fry (Director) $0 $0
Howard Hall (Director) $0 $0
John Schram (Director) $0 $0
Don Webb (Director) $0 $0
Paul Wormser (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Jan. 30, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,107
Expenses
$14,478
Net Income
$13,629
Net Assets
$19,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,028
35.7%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $19,724
Total Liabilities $0
Net Assets $19,724
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Jim Dukette (1 St Vp) $0 $0
Bill Finster (2 Nd Vp) $0 $0
Jim Rubel (Treasurer) $0 $0
Allen Baker (Director) $0 $0
Tim Brown (Director) $0 $0
Don Dickey (Director) $0 $0
Mary Beth Fry (Director) $0 $0
Howard Hall (Director) $0 $0
John Schram (Director) $0 $0
Don Webb (Director) $0 $0
Paul Wormser (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,363
Expenses
$14,839
Net Income
$4,524
Net Assets
$6,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,000
56.8%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $6,095
Total Liabilities $0
Net Assets $6,095
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Jim Dukette (1 St Vp) $0 $0
Bill Finster (2 Nd Vp) $0 $0
Jim Rubel (Treasurer) $0 $0
Allen Baker (Director) $0 $0
Tim Brown (Director) $0 $0
Don Dickey (Director) $0 $0
Mary Beth Fry (Director) $0 $0
Howard Hall (Director) $0 $0
John Schram (Director) $0 $0
Don Webb (Director) $0 $0
Paul Wormser (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$11,741
Expenses
$12,687
Net Income
-$946
Net Assets
$1,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,350
11.5%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1,571
Total Liabilities $0
Net Assets $1,571
Compensation
Key Employees and Officers Compensation Other
Bernie Svalstad (President) $0 $0
Jim Dukette (1 St Vp) $0 $0
Bill Finster (2 Nd Vp) $0 $0
Jim Rubel (Treasurer) $0 $0
Allen Baker (Director) $0 $0
Tim Brown (Director) $0 $0
Don Dickey (Director) $0 $0
Mary Beth Fry (Director) $0 $0
Howard Hall (Director) $0 $0
John Schram (Director) $0 $0
Don Webb (Director) $0 $0
Paul Wormser (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 14, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$3,945
Expenses
$1,428
Net Income
$2,517
Net Assets
$2,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500
38.0%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,517
Total Liabilities $0
Net Assets $2,517

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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