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Santa Monica Historical Society Inc

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 (A82Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$368k (2024)

Expenses
$753k (2024)

Total Assets
$2.11M (2024)

Total Liabilities
$96.3k (2024)

Source: Form 990 tax filings from 2010 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$368,091
Expenses
$753,414
Net Income
-$385,323
Net Assets
$2,012,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $284,674
77.3%
Program Services $2,981
0.8%
Investment Income $37,931
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $39,937
10.8%
Sales of Assets $2,568
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $345,957
45.9%
Assets/Debt
Total Assets $2,109,219
Total Liabilities $96,336
Net Assets $2,012,883
Compensation
Key Employees and Officers Compensation Related Other
Sue Gabriel Potter (President) $0 $0 $0
Kathleen Rawson (Chair) $0 $0 $0
Deb Love (Vice Chair) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Zach Bainter (Director) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Nicole Blaine (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Jeremy Ferguson (Director) $0 $0 $0
Maricarmen Hassanzadeh (Director) $0 $0 $0
Dr Guadalupe Mireles Toumayan (Director) $0 $0 $0
Nicolas Rolston (Director) $0 $0 $0
Susan Gabrial Potter (President And Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$281,659
Expenses
$654,541
Net Income
-$372,882
Net Assets
$2,289,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,665
65.2%
Program Services $2,791
1.0%
Investment Income $22,129
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $68,773
24.4%
Sales of Assets $4,301
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $308,713
47.2%
Assets/Debt
Total Assets $2,389,571
Total Liabilities $99,779
Net Assets $2,289,792
Compensation
Key Employees and Officers Compensation Related Other
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Deb Love (Vice President) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Susan Gabriel Potter (President & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$564,221
Expenses
$458,661
Net Income
$105,560
Net Assets
$2,526,829
Notable Sources of Revenue Percent of Total Revenue
Contributions $483,530
85.7%
Program Services $1,448
0.3%
Investment Income $18,886
3.3%
Bond Proceeds $0
Royalties $102
0.0%
Rental Property Income $0
Net Fundraising $59,319
10.5%
Sales of Assets $936
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $244,253
53.3%
Assets/Debt
Total Assets $2,625,359
Total Liabilities $98,530
Net Assets $2,526,829
Compensation
Key Employees and Officers Compensation Related Other
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Deb Love (Vice President) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Susan Gabriel Potter (President & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,953
Expenses
$257,317
Net Income
-$22,364
Net Assets
$2,679,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,180
33.3%
Program Services $3,128
1.3%
Investment Income $46,829
19.9%
Bond Proceeds $0
Royalties $125
0.1%
Rental Property Income $0
Net Fundraising $103,904
44.2%
Sales of Assets $2,787
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $116,151
45.1%
Assets/Debt
Total Assets $2,682,702
Total Liabilities $3,032
Net Assets $2,679,670
Compensation
Key Employees and Officers Compensation Related Other
Robert Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Rhoda Weiss (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Charles Glick (Director) $0 $0 $0
Deb Love (Director) $0 $0 $0
Laura Rosenbaum (Director) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Earl Clarkston (Director) $0 $0 $0
Lesley Kawaguchi (Director) $0 $0 $0
Yolanda Lewis (Director) $0 $0 $0
Karen Wise (Director) $0 $0 $0
Susan Gabriel Potter (President & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,856
Expenses
$232,057
Net Income
$5,799
Net Assets
$2,596,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $123,476
51.9%
Program Services $7,212
3.0%
Investment Income $39,024
16.4%
Bond Proceeds $0
Royalties $258
0.1%
Rental Property Income $0
Net Fundraising $65,450
27.5%
Sales of Assets $2,436
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $109,925
47.4%
Assets/Debt
Total Assets $2,615,597
Total Liabilities $18,794
Net Assets $2,596,803
Compensation
Key Employees and Officers Compensation Related Other
Robert Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Rhoda Weiss (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Charles Glick (Director) $0 $0 $0
Deb Love (Director) $0 $0 $0
Laura Rosenbaum (Director) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Earl Clarkston (Director) $0 $0 $0
Lesley Kawaguchi (Director) $0 $0 $0
Yolanda Lewis (Director) $0 $0 $0
Karen Wise (Director) $0 $0 $0
Susan Gabriel Potter (President & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,760
Expenses
$260,691
Net Income
-$71,931
Net Assets
$2,446,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,176
19.2%
Program Services $21,159
11.2%
Investment Income $32,880
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $90,405
47.9%
Sales of Assets $8,140
4.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $80,576
30.9%
Assets/Debt
Total Assets $2,450,936
Total Liabilities $3,946
Net Assets $2,446,990
Compensation
Key Employees and Officers Compensation Related Other
Rob Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Rhoda Weiss (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Charles Glick (Director) $0 $0 $0
Deb Love (Director) $0 $0 $0
Laura Rosenbaum (Director) $0 $0 $0
Kera Blades Snell (Director) $0 $0 $0
Earl Clarkson (Director) $0 $0 $0
Susan Gabriel Potter (President & Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$442,933
Expenses
$278,824
Net Income
$164,109
Net Assets
$2,388,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $321,094
72.5%
Program Services $7,545
1.7%
Investment Income $32,508
7.3%
Bond Proceeds $0
Royalties $342
0.1%
Rental Property Income $0
Net Fundraising $80,070
18.1%
Sales of Assets $1,374
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $129,676
46.5%
Assets/Debt
Total Assets $2,390,157
Total Liabilities $1,168
Net Assets $2,388,989
Compensation
Key Employees and Officers Compensation Related Other
Susan Gabriel Potter (President & Ceo) $0 $0 $0
Rob Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Secretary) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Rhoda Weiss (Director) $0 $0 $0
Zachary Bainter (Director) $0 $0 $0
Charles Glick (Director) $0 $0 $0
Deb Love (Director) $0 $0 $0
Laura Rosenbaum (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,108
Expenses
$265,449
Net Income
$16,659
Net Assets
$2,285,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,109
46.8%
Program Services $7,676
2.7%
Investment Income $25,270
9.0%
Bond Proceeds $0
Royalties $112
0.0%
Rental Property Income $0
Net Fundraising $86,620
30.7%
Sales of Assets $30,321
10.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $106,536
40.1%
Assets/Debt
Total Assets $2,447,951
Total Liabilities $162,297
Net Assets $2,285,654
Compensation
Key Employees and Officers Compensation Related Other
Susan Gabriel Potter (President & Ceo) $0 $0 $0
Rob Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Director) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Kathleen Rawson (Director) $0 $0 $0
George Collins (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$198,124
Expenses
$237,204
Net Income
-$39,080
Net Assets
$2,186,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,913
48.9%
Program Services $28,477
14.4%
Investment Income $32,124
16.2%
Bond Proceeds $0
Royalties $78
0.0%
Rental Property Income $0
Net Fundraising $38,772
19.6%
Sales of Assets $1,760
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $88,165
37.2%
Assets/Debt
Total Assets $2,402,494
Total Liabilities $216,409
Net Assets $2,186,085
Compensation
Key Employees and Officers Compensation Related Other
Susan Gabriel Potter (President & Ceo) $0 $0 $0
Rob Schwenker (Chair) $0 $0 $0
Terri Decker (Vice Chair) $0 $0 $0
Jeffrey Haskett (Treasurer) $0 $0 $0
Judi Barker (Director) $0 $0 $0
Becky Upchurch (Director) $0 $0 $0
Annette Doss (Director) $0 $0 $0
Tj Harney (Director) $0 $0 $0
George Collins (Director) $0 $0 $0
Cameron Maxwell (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,125
Expenses
$199,616
Net Income
-$96,491
Net Assets
$2,188,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,176
95.2%
Program Services $38,428
37.3%
Investment Income $16,035
15.5%
Bond Proceeds $0
Royalties $193
0.2%
Rental Property Income $0
Net Fundraising $31,739
30.8%
Sales of Assets -$86,780
Net Inventory Sales $5,334
5.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $40,805
20.4%
Assets/Debt
Total Assets $2,408,260
Total Liabilities $219,340
Net Assets $2,188,920

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,425
Expenses
$203,348
Net Income
-$42,923
Net Assets
$2,211,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,988
31.8%
Program Services $3,516
2.2%
Investment Income $35,365
22.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,725
1.7%
Net Fundraising $49,500
30.9%
Sales of Assets $11,475
7.2%
Net Inventory Sales $6,403
4.0%
Other Revenue $453
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $71,868
35.3%
Assets/Debt
Total Assets $2,430,415
Total Liabilities $218,993
Net Assets $2,211,422

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,298
Expenses
$208,040
Net Income
$10,258
Net Assets
$2,254,345
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,620
46.1%
Program Services $6,572
3.0%
Investment Income $35,656
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $34,532
15.8%
Sales of Assets $27,924
12.8%
Net Inventory Sales $12,994
6.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $68,859
33.1%
Assets/Debt
Total Assets $2,473,390
Total Liabilities $219,045
Net Assets $2,254,345

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,924
Expenses
$202,499
Net Income
-$71,575
Net Assets
$2,244,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,210
52.9%
Program Services $4,052
3.1%
Investment Income $22,790
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,353
20.9%
Sales of Assets $701
0.5%
Net Inventory Sales $6,238
4.8%
Other Revenue $580
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $73,020
36.1%
Assets/Debt
Total Assets $2,463,903
Total Liabilities $219,816
Net Assets $2,244,087

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,101
Expenses
$217,190
Net Income
-$53,089
Net Assets
$2,315,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,492
43.6%
Program Services $4,285
2.6%
Investment Income $27,457
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,721
19.9%
Sales of Assets $18,084
11.0%
Net Inventory Sales $9,309
5.7%
Other Revenue $753
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $73,604
33.9%
Assets/Debt
Total Assets $2,534,119
Total Liabilities $218,457
Net Assets $2,315,662

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$187,298
Expenses
$171,293
Net Income
$16,005
Net Assets
$2,368,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,204
55.1%
Program Services $626
0.3%
Investment Income $34,266
18.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $38,924
20.8%
Sales of Assets $0
Net Inventory Sales $10,278
5.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,100
45.6%
Assets/Debt
Total Assets $2,564,238
Total Liabilities $195,487
Net Assets $2,368,751

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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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.

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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

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