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Nonprofit · EIN 33-0519882

LAGUNA BEACH HISTORICAL SOCIETY

Tax-exempt (reinstated) · LAGUNA BEACH, CA 92652

Financials

$972K$26K2024
Revenue Expenses · by fiscal year end
Financials of LAGUNA BEACH HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$971,528$26,170$945,358$1,002,087$0$1,002,087
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$953,327
of which government grants
$3,000
Membership dues
$12,803
Program service revenue
$755
Investment income
$17,446
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,100
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$275
Occupancy
$7,739
Program services (functional)
$9,943
Management and general (functional)
$16,227

Balance sheet and other

Total assets, start of year
$56,729
Total assets, end of year
$1,002,087
Total liabilities, end of year
$0
Net assets, end of year
$1,002,087
Publicly traded securities
$953,449
Net assets without donor restrictions
$1,002,087
Gross receipts
$971,528
Employees
0
Volunteers
26
Year formed
1992
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRISTINE COLLETTDirector
Trustee or director
1$0
ANNE FRANKDirector
Trustee or director
1$0
JANE JANZDirector
Trustee or director
1$0
ERIC JESSENDirector
Trustee or director
1$0
ROGER KEMPLERDirector
Trustee or director
1$0
CAROL LLOYDDirector
Trustee or director
1$0
TERI PERLSTEINDirector
Trustee or director
1$0
JAMIE PIOTTIDirector
Trustee or director
1$0
LAURIE SANDERSDirector
Trustee or director
1$0
SCOTT SUMNERDirector
Trustee or director
1$0
JOHN HOOVERPresident
Officer
40$0
JOHANNA ELLISTreasurer
Officer
30$0
NELDA STONESecretary
Officer
20$0
KAREN LAGREWVice President
Officer
20$0

Address and contacts

Address (IRS master file)
PO BOX 122, LAGUNA BEACH, CA 92652-0122
In care of
% JOHANNA ELLIS
Mailing address (990-N for 2023)
278 OCEAN AVE, LAGUNA BEACH CA 92651
Principal officer (990 for 2024)
JOHANNA ELLIS, 278 OCEAN AVE, LAGUNA BEACH, CA 92651
Principal officer (990-N for 2023)
NELDA STONE, 278 OCEAN AVE, LAGUNA BEACH CA 92651
Signed the 990
JOHANNA ELLIS, Treasurer
Phone
(949) 494-5268
Return prepared by
PATEL & ALMEIDA PC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0519882 or by the name LAGUNA BEACH HISTORICAL SOCIETY.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

Further scientific, literacy and educational objectives related to Laguna's past.

990 for the year ended December 31, 2024

Program accomplishments

  • Historical Figures re-creation at the Bungalow (Heritage Week).
    Expenses $2,500
  • Book Club.
    Expenses $1,261
  • Historical Programs presented to the public.
    Expenses $1,043

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
33-0519882
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,002,087
Income (IRS master file)
$971,528

Revocation and reinstatement

Exemption revoked
May 15, 2014
Posted by the IRS
August 11, 2014
Reinstated
Effective May 15, 2014

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$971,528$26,170$1,002,087IRS
990-N for 2023
Officer: NELDA STONE
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: NELDA STONE
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: NELDA STONE
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: NELDA STONE
December 31, 2019≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0519882).

Questions about LAGUNA BEACH HISTORICAL SOCIETY

What is the EIN of LAGUNA BEACH HISTORICAL SOCIETY?
The employer identification number (EIN) of LAGUNA BEACH HISTORICAL SOCIETY is 33-0519882.
Is LAGUNA BEACH HISTORICAL SOCIETY tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2014 and reinstated it effective May 15, 2014.
Are donations to LAGUNA BEACH HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAGUNA BEACH HISTORICAL SOCIETY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAGUNA BEACH HISTORICAL SOCIETY due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAGUNA BEACH HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LAGUNA BEACH HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 names JOHANNA ELLIS.
Who are the officers and directors of LAGUNA BEACH HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does LAGUNA BEACH HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $971,528, expenses of $26,170 and total assets of $1,002,087 at year end.

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