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Historical Society Of Southern California

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
$84.1k (2023)

Expenses
$98k (2023)

Total Assets
$1.53M (2023)

Total Liabilities
$193 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,104
Expenses
$98,020
Net Income
-$13,916
Net Assets
$1,530,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,013
66.6%
Program Services $0
Investment Income $41,735
49.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,644
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,400
23.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,530,539
Total Liabilities $193
Net Assets $1,530,346
Compensation
Key Employees and Officers Compensation Related Other
Lauren Levy (Executive Director) $23,400 $0 $0
Julia Bourbois To Oct 2023 (Director) $0 $0 $0
Margie Brown Coronel To Nov 2023 (Director) $0 $0 $0
Dawn Dennis (Director) $0 $0 $0
David Hayes Bautista (Director) $0 $0 $0
Marguerite Peggy Renner (2 Nd Vice President) $0 $0 $0
Donna C Schuele (Director) $0 $0 $0
Jim Tranquada See Sch O (President/Secretary) $0 $0 $0
Eileen V Wallis (1 St Vice President) $0 $0 $0
Donna Nicol From Jan 2023 (Director) $0 $0 $0
Carol Park From Oct 2023 (Director) $0 $0 $0
Laura George See Sch O (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,619
Expenses
$99,052
Net Income
-$33,433
Net Assets
$1,441,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,468
35.8%
Program Services $0
Investment Income $36,025
54.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,126
9.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,850
21.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,441,803
Total Liabilities $0
Net Assets $1,441,803
Compensation
Key Employees and Officers Compensation Related Other
Lauren Levy (Executive Director) $20,850 $0 $0
Julia Bourbois (Director) $0 $0 $0
Margie Brown Coronel (Director) $0 $0 $0
Peter Sebastian Chesney Through Dec (Director) $0 $0 $0
Dawn Dennis (Director) $0 $0 $0
Lara Godbille Through May 2022 (Treasurer) $0 $0 $0
David Hayes Bautista (Director) $0 $0 $0
Marguerite Peggy Renner (2 Nd Vice President) $0 $0 $0
Donna C Schuele (Director) $0 $0 $0
Jim Tranquada (President) $0 $0 $0
Eileen V Wallis (1 St Vice President) $0 $0 $0
Kim Walters Through Nov 2022 (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,372
Expenses
$95,521
Net Income
$4,851
Net Assets
$1,700,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,336
65.1%
Program Services $0
Investment Income $33,125
33.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,911
1.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $25,200
26.4%
Assets/Debt
Total Assets $1,700,191
Total Liabilities $0
Net Assets $1,700,191
Compensation
Key Employees and Officers Compensation Related Other
David Hayes Bautista (Director) $0 $0 $0
Eileen V Wallis (1 St Vice Pres) $0 $0 $0
Kim Walters (Secretary) $0 $0 $0
Donna Schuele (President) $0 $0 $0
James Tranquada (President) $0 $0 $0
Marguerite Renner (2 Nd Vice Pres.) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0
Julia Bourbois (Director) $0 $0 $0
Margie Brown Corenel (Director) $0 $0 $0
Peter Sebastian Chesney (Director) $0 $0 $0
Dawn Dennis (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,607
Expenses
$108,894
Net Income
-$25,287
Net Assets
$1,582,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,365
51.9%
Program Services $0
Investment Income $34,195
40.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,047
7.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $35,020
32.2%
Assets/Debt
Total Assets $1,600,634
Total Liabilities $17,793
Net Assets $1,582,841
Compensation
Key Employees and Officers Compensation Related Other
David Hayes Bautista (Director) $0 $0 $0
Eileen V Wallis (1 St Vice Pres) $0 $0 $0
Kim Walters (Secretary) $0 $0 $0
Donna Schuele (President) $0 $0 $0
James Tranquada (President) $0 $0 $0
Marguerite Renner (2 Nd Vice Pres.) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0
Julia Bourbois (Director) $0 $0 $0
Margie Brown Corenel (Director) $0 $0 $0
Peter Sebastian Chesney (Director) $0 $0 $0
Dawn Dennis (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,468
Expenses
$146,874
Net Income
-$61,406
Net Assets
$1,569,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,972
51.4%
Program Services $185
0.2%
Investment Income $39,863
46.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,448
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $28,824
19.6%
Assets/Debt
Total Assets $1,592,043
Total Liabilities $22,560
Net Assets $1,569,483
Compensation
Key Employees and Officers Compensation Related Other
William Cowan (Director) $0 $0 $0
Kristen Hayashi (Director) $0 $0 $0
David Hayes Bautista (Director) $0 $0 $0
Kenneth Marcus (Director) $0 $0 $0
Linda Mollno (Director) $0 $0 $0
Eileen V Wallis (Director) $0 $0 $0
Kim Walters (Director) $0 $0 $0
Donna Schuele (President) $0 $0 $0
James Tranquada (1st Vice Pres.) $0 $0 $0
Marguerite Renner (2nd Vice Pres.) $0 $0 $0
Jeremiah Axelrod (Secretary) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$97,804
Expenses
$109,308
Net Income
-$11,504
Net Assets
$1,480,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,253
67.7%
Program Services $4,091
4.2%
Investment Income $27,460
28.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $37,558
34.4%
Assets/Debt
Total Assets $1,500,402
Total Liabilities $19,923
Net Assets $1,480,479
Compensation
Key Employees and Officers Compensation Related Other
William Cowan (Director) $0 $0 $0
Kristen Hayashi (Director) $0 $0 $0
David Hayes Bautista (Director) $0 $0 $0
Andrew Krastins (Director) $0 $0 $0
Kenneth Marcus (Director) $0 $0 $0
Linda Mollno (Director) $0 $0 $0
Eileen V Wallis (Director) $0 $0 $0
Kim Walters (Director) $0 $0 $0
Donna Schuele (President) $0 $0 $0
James Tranquada (1st Vice Pres.) $0 $0 $0
Marguerite Renner (2nd Vice Pres.) $0 $0 $0
Jeremiah Axelrod (Secretary) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$143,372
Expenses
$154,788
Net Income
-$11,416
Net Assets
$1,350,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,494
26.8%
Program Services $41,272
28.8%
Investment Income $63,606
44.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $35,168
22.7%
Assets/Debt
Total Assets $1,453,577
Total Liabilities $103,169
Net Assets $1,350,408
Compensation
Key Employees and Officers Compensation Related Other
William Cowan (Director) $0 $0 $0
Kristen Hayashi (Director) $0 $0 $0
David Hayes Bautista (Director) $0 $0 $0
Andrew Krastins (Director) $0 $0 $0
Kenneth Marcus (Director) $0 $0 $0
Linda Mollno (Director) $0 $0 $0
Eileen V Wallis (Director) $0 $0 $0
Kim Walters (Director) $0 $0 $0
Donna Schuele (President) $0 $0 $0
James Tranquada (1st Vice Pres.) $0 $0 $0
Marguerite Renner (2nd Vice Pres.) $0 $0 $0
Jeremiah Axelrod (Secretary) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,433
Expenses
$142,428
Net Income
-$48,995
Net Assets
$1,361,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,495
41.2%
Program Services $23,716
25.4%
Investment Income $31,222
33.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $42,017
29.5%
Assets/Debt
Total Assets $1,362,092
Total Liabilities $268
Net Assets $1,361,824
Compensation
Key Employees and Officers Compensation Related Other
Paul B Gray (Director) $0 $0 $0
Andrew Krastins (Director) $0 $0 $0
Eileen Wallis (Director) $0 $0 $0
Ann Walnum (Director) $0 $0 $0
Kenneth Marcus (President) $0 $0 $0
Linda Mollno (1st Vice Pres.) $0 $0 $0
Donna Schuele (Secretary) $0 $0 $0
Lara Godbille (Treasurer) $0 $0 $0
Nick Curry (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,662
Expenses
$192,396
Net Income
-$734
Net Assets
$1,346,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $189,636
98.9%
Program Services $20,530
10.7%
Investment Income $2,601
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$19,631
Net Inventory Sales -$1,530
Other Revenue $56
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $34,772
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $27,578
14.3%
Assets/Debt
Total Assets $1,346,555
Total Liabilities $390
Net Assets $1,346,165

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,856
Expenses
$401,080
Net Income
-$248,224
Net Assets
$1,346,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,464
52.6%
Program Services $0
Investment Income $41,563
27.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,073
17.1%
Net Inventory Sales $4,756
3.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $211,254
52.7%
Assets/Debt
Total Assets $1,356,495
Total Liabilities $9,595
Net Assets $1,346,900

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,112
Expenses
$346,535
Net Income
-$170,423
Net Assets
$1,595,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,981
39.2%
Program Services $3,062
1.7%
Investment Income $50,905
28.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $53,164
30.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $32,505
9.4%
Assets/Debt
Total Assets $1,607,680
Total Liabilities $12,556
Net Assets $1,595,124
Compensation
Key Employees and Officers Compensation Related Other
Patricia Adler Ingram (Executive Director) $36,000 $0 $0
Steven Hackel (Director) $0 $0 $0
Cecelia Rasmussen (Director) $0 $0 $0
Paul Spitzzeri (Director) $0 $0 $0
Greg Fischer (Director) $0 $0 $0
Andrew Krastins (Director) $0 $0 $0
Ann Walnum (Director) $0 $0 $0
John Pohlmann (President) $0 $0 $0
Kenneth Marcus (First Vice President) $0 $0 $0
Linda Mollno (Second Vice President) $0 $0 $0
William Barger (Treasurer/Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$171,826
Expenses
$382,931
Net Income
-$211,105
Net Assets
$1,702,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,189
50.2%
Program Services $3,000
1.7%
Investment Income $51,824
30.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,813
17.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $56,348
14.7%
Assets/Debt
Total Assets $1,714,817
Total Liabilities $12,180
Net Assets $1,702,637

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,392
Expenses
$347,897
Net Income
-$153,505
Net Assets
$1,883,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $135,186
69.5%
Program Services $3,270
1.7%
Investment Income $61,254
31.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,318
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $34,601
9.9%
Assets/Debt
Total Assets $1,890,755
Total Liabilities $7,602
Net Assets $1,883,153

Document Links

Fiscal Year Ending Dec.
2010

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.
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

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.

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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 »

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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.
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