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Historial Society Of Long Beach

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$377k (2023)

Expenses
$388k (2023)

Total Assets
$772k (2023)

Total Liabilities
$5.8k (2023)

Source: Form 990 tax filings from 2012 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$377,179
Expenses
$387,670
Net Income
-$10,491
Net Assets
$765,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,525
72.5%
Program Services $86,060
22.8%
Investment Income $4,873
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10
0.0%
Net Inventory Sales $12,611
3.3%
Other Revenue $100
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $88,298
22.8%
Professional Fundraising Fees $0
Other Salaries and Wages $153,902
39.7%
Assets/Debt
Total Assets $771,595
Total Liabilities $5,804
Net Assets $765,791
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Director/Ceo) $77,793 $0 $6,898
Michael Soutar (President) $0 $0 $0
Brandon Werts (Vice President) $0 $0 $0
Timothy Friden (Treasurer) $0 $0 $0
Roxanne Patmor (Secretary) $0 $0 $0
Melanie Werts (Director) $0 $0 $0
Evan A Braude (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Kristi Fischer (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Jesse Lopez (Director) $0 $0 $0
Olivia Maiser (Director) $0 $0 $0
Renee Simon (Director) $0 $0 $0
Derald Tucker (Director) $0 $0 $0
Niki Tennant (Director) $0 $0 $0
Bianca Villanueva (Director) $0 $0 $0
Alexander Escobar (Director (Until 01/31/23)) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$364,941
Expenses
$330,231
Net Income
$34,710
Net Assets
$772,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $297,452
81.5%
Program Services $53,548
14.7%
Investment Income $665
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $115
0.0%
Net Inventory Sales $13,161
3.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $80,482
24.4%
Professional Fundraising Fees $0
Other Salaries and Wages $125,048
37.9%
Assets/Debt
Total Assets $782,698
Total Liabilities $10,392
Net Assets $772,306
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Director/Ceo) $73,139 $0 $6,296
Melanie Werts (President) $0 $0 $0
Michael Soutar (Vice President) $0 $0 $0
Niki Tennat (Past President) $0 $0 $0
Timothy Friden (Treasurer) $0 $0 $0
Alexandra Escobar (Secretary) $0 $0 $0
Bianca Viallnueva (Director) $0 $0 $0
Brandon Werts (Director) $0 $0 $0
Derald Tucker (Director) $0 $0 $0
Evan A Braude (Director) $0 $0 $0
Frances Lyon (Director) $0 $0 $0
Jesse Lopez (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Kristi Fischer (Director) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Olivia Maiser (Director) $0 $0 $0
Renee Simon (Director) $0 $0 $0
Robyn Gordon Peterson (Director) $0 $0 $0
Roxanne Patmor (Communications Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,434
Expenses
$208,746
Net Income
$28,688
Net Assets
$749,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $206,182
86.8%
Program Services $18,477
7.8%
Investment Income $1,495
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $99
0.0%
Net Inventory Sales $11,181
4.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $78,789
37.7%
Professional Fundraising Fees $0
Other Salaries and Wages $64,825
31.1%
Assets/Debt
Total Assets $788,953
Total Liabilities $39,289
Net Assets $749,664
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Director) $73,624 $0 $6,696
Melanie Werts (President) $0 $0 $0
Craig Hendricks (Vice President) $0 $0 $0
Kristi Fischer (Treasurer) $0 $0 $0
Niki Tennant (Secretary) $0 $0 $0
Roxanne Patmor (Communication Officer) $0 $0 $0
Evan Anderson Braude (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Alexandra Escobar (Director) $0 $0 $0
Timothy Friden (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Olivia Maiser (Director) $0 $0 $0
Frances Lyon (Director) $0 $0 $0
Michael Soutar Aia (Director) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0
Brandon Werts (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$231,981
Expenses
$302,167
Net Income
-$70,186
Net Assets
$714,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,568
69.2%
Program Services $45,856
19.8%
Investment Income $2,769
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,487
1.5%
Net Inventory Sales $19,301
8.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $77,909
25.8%
Professional Fundraising Fees $0
Other Salaries and Wages $106,111
35.1%
Assets/Debt
Total Assets $764,162
Total Liabilities $49,975
Net Assets $714,187
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Director) $67,499 $0 $6,332
Melanie Werts (President) $0 $0 $0
Craig Hendricks (Vice President) $0 $0 $0
Kristi Fischer (Treasurer) $0 $0 $0
Niki Tennant (Secretary) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0
Timothy Friden (Director) $0 $0 $0
Evan Anderson Braude (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Jack Humphrey (Director) $0 $0 $0
Kim Killingsworth (Director) $0 $0 $0
Olivia Maiser (Director) $0 $0 $0
Frances Ishii Lyon (Director) $0 $0 $0
Roxanne Patmor (Director) $0 $0 $0
Michael Soutar Aia (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$342,716
Expenses
$276,680
Net Income
$66,036
Net Assets
$772,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $209,345
61.1%
Program Services $100,811
29.4%
Investment Income $1,988
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $123
0.0%
Net Inventory Sales $30,351
8.9%
Other Revenue $98
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $74,346
26.9%
Professional Fundraising Fees $0
Other Salaries and Wages $74,330
26.9%
Assets/Debt
Total Assets $774,534
Total Liabilities $1,880
Net Assets $772,654
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Director) $66,982 $0 $6,381
Melanie Werts (President) $0 $0 $0
Craig Hendricks (Vice President) $0 $0 $0
Kristi Fischer (Treasurer) $0 $0 $0
Joan Van Hooten (Secretary) $0 $0 $0
Niki Tennant (Past President) $0 $0 $0
Evan Anderson Braude (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Jack Humphrey (Director) $0 $0 $0
Kim Killingsworth (Director) $0 $0 $0
Olivia Maiser (Director) $0 $0 $0
Willetta Mcculloh (Director) $0 $0 $0
Frances Lyon (Director) $0 $0 $0
Roxanne Patmor (Director) $0 $0 $0
Michael Soutar Aia (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$458,780
Expenses
$417,748
Net Income
$41,032
Net Assets
$323,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $328,768
71.7%
Program Services $94,215
20.5%
Investment Income $5,721
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $30,076
6.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $65,295
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $48,882
11.7%
Assets/Debt
Total Assets $326,696
Total Liabilities $3,579
Net Assets $323,117
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Dir.) $65,294 $0 $0
Timothy Friden (Director) $0 $0 $0
Jake Humphrey (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Evan Anderson Braude (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Frances Lyon (Director) $0 $0 $0
Kristi Fischer (Treasurer) $0 $0 $0
Melanie Werts (Vice President) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Kim Killingsworth (Director) $0 $0 $0
Craig Hendricks (Secretary) $0 $0 $0
Roxanne Patmor (Director) $0 $0 $0
Niki Tennant (President) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$438,717
Expenses
$404,367
Net Income
$34,350
Net Assets
$282,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $341,092
77.7%
Program Services $70,861
16.2%
Investment Income $2,899
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $23,865
5.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,624
15.7%
Professional Fundraising Fees $0
Other Salaries and Wages $42,639
10.5%
Assets/Debt
Total Assets $282,532
Total Liabilities $447
Net Assets $282,085
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Dir.) $63,624 $0 $0
Tim Friden (Director) $0 $0 $0
Kaye Briegel (Director) $0 $0 $0
Evan Anderson Braude (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Betty Karnette (Director) $0 $0 $0
Kristi Fischer (Treasurer) $0 $0 $0
Melanie Werts (Vice President) $0 $0 $0
Mary Hinds (Director) $0 $0 $0
Kim Killingsworth (Director) $0 $0 $0
Craig Hendricks (Secretary) $0 $0 $0
Roxanne Patmor (Director) $0 $0 $0
Niki Tennant (President) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$371,800
Expenses
$400,411
Net Income
-$28,611
Net Assets
$247,735
Notable Sources of Revenue Percent of Total Revenue
Contributions $289,775
77.9%
Program Services $68,270
18.4%
Investment Income $5,134
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $8,621
2.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,624
15.9%
Professional Fundraising Fees $0
Other Salaries and Wages $40,687
10.2%
Assets/Debt
Total Assets $248,035
Total Liabilities $300
Net Assets $247,735
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Dir.) $63,624 $0 $0
Charles Park (Director) $0 $0 $0
Ron Sylvester (Director) $0 $0 $0
Kaye Briegel (Treasurer) $0 $0 $0
Evan Anderson Braude (Co President) $0 $0 $0
Lucy Daggett (Director) $0 $0 $0
Betty Karnette (Director) $0 $0 $0
Kristi Fischer (Past President) $0 $0 $0
Melanie Werts (Director) $0 $0 $0
Karen Harper (Director) $0 $0 $0
Craig Hendricks (Secretary) $0 $0 $0
Roxanne Patmor (Co President) $0 $0 $0
Niki Tennant (Vice President) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$439,265
Expenses
$353,246
Net Income
$86,019
Net Assets
$276,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $340,578
77.5%
Program Services $52,607
12.0%
Investment Income $2,914
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $43,166
9.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $62,376
17.7%
Professional Fundraising Fees $0
Other Salaries and Wages $42,011
11.9%
Assets/Debt
Total Assets $286,365
Total Liabilities $10,019
Net Assets $276,346
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Dir.) $62,376 $0 $0
Charles Park (Director) $0 $0 $0
Ron Sylvester (Director) $0 $0 $0
Betty Karnette (Director) $0 $0 $0
Melanie Werts (Director) $0 $0 $0
Louise Ivers (Director) $0 $0 $0
Julian Del Gaudio (Director) $0 $0 $0
Craig Hendricks (Secretary) $0 $0 $0
Niki Tennant (Treasurer) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0
Kaye Briegel (Vice President) $0 $0 $0
Evan Anderson Braude (Co President) $0 $0 $0
Kristi Fischer (Past President) $0 $0 $0
Roxanne Patmor (Co President) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$316,497
Expenses
$349,495
Net Income
-$32,998
Net Assets
$190,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $252,260
79.7%
Program Services $45,962
14.5%
Investment Income $2,975
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $15,300
4.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $61,680
17.6%
Professional Fundraising Fees $0
Other Salaries and Wages $43,264
12.4%
Assets/Debt
Total Assets $191,125
Total Liabilities $798
Net Assets $190,327
Compensation
Key Employees and Officers Compensation Related Other
Julie Bartolotto (Executive Dir.) $61,680 $0 $0
Ron Sylvester (Director) $0 $0 $0
Melanie Werts (Director) $0 $0 $0
Charles Parks (Director) $0 $0 $0
Zadie Cannon (Director) $0 $0 $0
Betty Karnette (Director) $0 $0 $0
Louise Ivers (Director) $0 $0 $0
Julian Del Gaudio (Director) $0 $0 $0
Craig Hendricks (Secretary) $0 $0 $0
Curt Pedersen (Director) $0 $0 $0
Niki Tennant (Treasurer) $0 $0 $0
Joan Van Hooten (Director) $0 $0 $0
Kaye Briegel (Vice President) $0 $0 $0
Evan Anderson Braude (Co President) $0 $0 $0
Kristi Fischer (Past President) $0 $0 $0
Roxanne Patmor (Co President) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$352,649
Expenses
$219,454
Net Income
$133,195
Net Assets
$223,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $277,518
78.7%
Program Services $54,954
15.6%
Investment Income $48
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $20,129
5.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $56,625
25.8%
Professional Fundraising Fees $0
Other Salaries and Wages $29,108
13.3%
Assets/Debt
Total Assets $223,485
Total Liabilities $160
Net Assets $223,325

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$165,166
Expenses
$178,787
Net Income
-$13,621
Net Assets
$90,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,008
49.0%
Program Services $31,366
19.0%
Investment Income $77
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $21,349
12.9%
Other Revenue $3,132
1.9%
Assets/Debt
Total Assets $90,130
Total Liabilities $0
Net Assets $90,130

Document Links

Fiscal Year Ending June
2011

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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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.

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 »

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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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  • 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.
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  • 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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