Nonprofit · EIN 47-3296036
NEWPORT BEACH HISTORICAL SOCIETY
Tax-exempt · NEWPORT BEACH, CA 92658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $28,463 | $31,908 | -$3,445 | $13,573 | – | $13,573 |
| June 30, 2024 | 990-EZ | $42,873 | $36,956 | $5,917 | $17,018 | – | $17,018 |
| June 30, 2023 | 990-EZ | $15,069 | $18,930 | -$3,861 | $11,101 | – | $11,101 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $28,463
Expenses
- Compensation of officers, directors and key employees
- $0
- Occupancy
- $15,000
- Other expenses
- $16,908
Balance sheet and other
- Total assets, start of year
- $17,018
- Total assets, end of year
- $13,573
- Total liabilities, end of year
- –
- Net assets, end of year
- $13,573
- Cash, savings and investments
- $8,680
- Gross receipts
- $28,463
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNIE SVALSTAD | President | 0 | $0 |
| TIM BROWN | Vice President | 0 | $0 |
| JOHN SCHRAM | Vice President | 0 | $0 |
| LENARD DAVIS | Secretary | 0 | $0 |
| EMILY SABATASO | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNIE SVALSTAD | President | 0 | $0 |
| TIM BROWN | Vice President | 0 | $0 |
| JOHN SCHRAM | Vice President | 0 | $0 |
| LENARD DAVIS | Secretary | 0 | $0 |
| EMILY SABATASO | Treasurer | 0 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNIE SVALSTAD | President | 0 | $0 |
| TIM BROWN | Vice President | 0 | $0 |
| JOHN SCHRAM | Vice President | 0 | $0 |
| LENARD DAVIS | Secretary | 0 | $0 |
| EMILY SABATASO | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8814, NEWPORT BEACH, CA 92658-8814
- In care of
- % BERNIE P SVALSTAD
- Signed the 990-EZ
- BERNIE SVALSTAD, President
- Return prepared by
- Peter D Finch An Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3296036 or by the name NEWPORT BEACH HISTORICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ASSEMBLE AND PRESERVE HISTORICAL RECORDS
Program accomplishments
- ASSEMBLE AND PRESERVE HISTORICAL RECORDS
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-3296036
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $13,573
- Income (IRS master file)
- $28,463
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $28,463 | $31,908 | $13,573 | XML |
| 990-EZ | June 2024 | $42,873 | $36,956 | $17,018 | XML |
| 990-EZ | June 2023 | $15,069 | $18,930 | $11,101 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-EZ | June 2017 | – | – | – | 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 47-3296036).
Questions about NEWPORT BEACH HISTORICAL SOCIETY
- What is the EIN of NEWPORT BEACH HISTORICAL SOCIETY?
- The employer identification number (EIN) of NEWPORT BEACH HISTORICAL SOCIETY is 47-3296036.
- Is NEWPORT BEACH HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to NEWPORT BEACH HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEWPORT BEACH HISTORICAL SOCIETY file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NEWPORT BEACH HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWPORT BEACH HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of NEWPORT BEACH HISTORICAL SOCIETY?
- The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does NEWPORT BEACH HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $28,463, expenses of $31,908 and total assets of $13,573 at year end.
Other nonprofits in NEWPORT BEACH
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- SIMBELLE PRODUCTIONS EIN 93-2077385 · last filed 990-PF for 2024
- BALBOA ISLAND MUSEUM AND HISTORICAL SOCIETY EIN 33-0880998 · last filed 990 for 2025
- FRIENDS OF NEWPORT THEATRE ARTS EIN 95-3251950 · last filed 990 for 2025
- ALLIANCE FRANCAISE DE LA RIVIERA CALIFORNIENNE INC EIN 33-0011391 · last filed 990 for 2026
- AMERICAN FRIENDS OF LACMUS FESTIVAL INC EIN 83-4578000 · last filed 990-EZ for 2025
- LA ESPERANZA DE NUESTRA COMUNIDAD EIN 82-5489181 · last filed 990-PF for 2025
- VILLAGE TEA HUT EIN 92-3100593 · last filed 990-EZ for 2025
All nonprofits in NEWPORT BEACH · California · Arts, culture and humanities