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Nonprofit · EIN 33-0527665

THE BONITA HISTORICAL SOCIETY

Tax-exempt · BONITA, CA 91902

Financials

$208K$99K2023$319K$168K2024$229K$319K2025
Revenue Expenses · by fiscal year end
Financials of THE BONITA HISTORICAL SOCIETY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$228,635$319,239-$90,604$645,636$6$645,630
December 31, 2024990$319,151$168,393$150,758$695,682$64$695,618
December 31, 2023990$208,174$99,072$109,102$458,560$636$457,924
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$179,096
Membership dues
$2,795
Program service revenue
$220
Investment income
$32,723
Net gain from sales of assets
$26,039
Net income from fundraising events
$14,129
Net income from sales of inventory
$17
Other revenue
$16,596

Expenses

Grants and similar amounts paid
$14,000
Other salaries and wages
$95,428
Salaries, compensation and benefits (total)
$95,428
Professional fundraising fees
$0
Occupancy
$30,202
Program services (functional)
$319,239

Balance sheet and other

Total assets, start of year
$695,682
Total assets, end of year
$645,636
Total liabilities, end of year
$6
Net assets, end of year
$645,630
Publicly traded securities
$627,929
Gross receipts
$232,990
Employees
3
Volunteers
80
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANETTE MYERSVICE PRESIDENT
Trustee or director
5$0
JOE MAZARESPRESIDENT
Trustee or director
5$0
DEBBIE MUNOZSECRETARY
Trustee or director
5$0
DAVID MCLELLANTREASURER
Trustee or director
5$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MIKE COHENPRESIDENT
Trustee or director
5$0
JOE MAZARESVICE PRESIDENT
Trustee or director
5$0
DEBBIE MUNOZSECRETARY
Trustee or director
5$0
DAVID MCLELLANTREASURER
Trustee or director
5$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
YVONNE SNIDERPresident
Trustee or director
5$0
MICHAEL COHENVice President
Trustee or director
5$0
DAVID MCLELLANTreasurer
Trustee or director
5$0
JOE MAZARESSecretary
Trustee or director
5$0

Address and contacts

Address (IRS master file)
4355 BONITA RD, BONITA, CA 91902-1351
Principal officer (990 for 2025)
DAVID MCLELLAN, 4355 BONITA ROAD, BONITA, CA 91902
Signed the 990
DAVID MCLELLAN, TREASURER
Phone
(619) 267-5141
Return prepared by
CONSIDINE & CONSIDINE

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0527665 or by the name THE BONITA HISTORICAL SOCIETY.

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

Mission

THE BONITA HISTORICAL SOCIETY IS DEDICATED TO PRESERVING, FOR PUBLIC EDUCATION AND ENJOYMENT, THE CULTURE, HISTORY, ARTS, CRAFTS, AND AESTHETIC FACETS OF THE REGION, SPECIFICALLY THE SOUTH BAY OF SAN DIEGO COUNTY.

990 for the year ended December 31, 2025

Program accomplishments

  • MUSEUM PROVIDES EDUCATIONAL, HISTORICAL AND CULTURAL MATERIAL OF THE LOCAL AREA TO APPROXIMATELY 6,000 VISITORS A YEAR.
    Expenses $319,239 · grants $14,000 · revenue $2,687

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0527665
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
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$645,636
Income (IRS master file)
$232,990

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$228,635$319,239$645,636XML
990December 2024$319,151$168,393$695,682IRS
990December 2023$208,174$99,072$458,560XML
990December 2022$205,640$198,998$348,826IRS
990December 2021–––IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

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 33-0527665).

Questions about THE BONITA HISTORICAL SOCIETY

What is the EIN of THE BONITA HISTORICAL SOCIETY?
The employer identification number (EIN) of THE BONITA HISTORICAL SOCIETY is 33-0527665.
Is THE BONITA HISTORICAL SOCIETY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE BONITA HISTORICAL SOCIETY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE BONITA 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 THE BONITA HISTORICAL SOCIETY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE BONITA HISTORICAL SOCIETY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of THE BONITA HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2025 names DAVID MCLELLAN.
Who are the officers and directors of THE BONITA HISTORICAL SOCIETY?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does THE BONITA HISTORICAL SOCIETY have?
On its 990 for the year ended December 31, 2025 it reported revenue of $228,635, expenses of $319,239 and total assets of $645,636 at year end.

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