Nonprofit · EIN 95-6006121
HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA
Tax-exempt · AGOURA HILLS, CA 91301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $337,461 | $88,578 | $248,883 | $2,176,748 | $1,428 | $2,175,320 |
| December 31, 2024 | 990 | $167,089 | $76,229 | $90,860 | $1,709,683 | $542 | $1,709,141 |
| December 31, 2023 | 990 | $84,104 | $98,020 | -$13,916 | $1,530,539 | $193 | $1,530,346 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $307,279
- Membership dues
- $14,897
- Program service revenue
- $0
- Investment income
- $30,182
- Net gain from sales of assets
- -$22,087
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $29,640
- Salaries, compensation and benefits (total)
- $32,325
- Professional fundraising fees
- $0
- Legal fees
- $1,080
- Accounting fees
- $5,719
- Program services (functional)
- $46,092
- Management and general (functional)
- $33,914
- Fundraising (functional)
- $8,572
Balance sheet and other
- Total assets, start of year
- $1,709,683
- Total assets, end of year
- $2,176,748
- Total liabilities, end of year
- $1,428
- Net assets, end of year
- $2,175,320
- Publicly traded securities
- $2,100,666
- Net assets without donor restrictions
- $1,555,070
- Net assets with donor restrictions
- $620,250
- Gross receipts
- $529,477
- Employees
- 1
- Volunteers
- 10
- Year formed
- 1883
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN LEVY | EXECUTIVE DIRECTOR Officer | 20 | $29,640 |
| DAVID HAYES-BAUTISTA | DIRECTOR Trustee or director | 2 | $0 |
| MARGUERITE PEGGY RENNER | 2ND VICE PRESIDENT (TO 12/2025) Trustee or director, Officer | 2 | $0 |
| JIM TRANQUADA | PRESIDENT/SECRETARY (TO 12/2025) Trustee or director, Officer | 2 | $0 |
| DONNA NICOL | DIRECTOR Trustee or director | 2 | $0 |
| CAROL PARK | DIRECTOR Trustee or director | 2 | $0 |
| JORGE MUNOZ | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CITLALI SOSA-RIDDELL | DIRECTOR Trustee or director | 2 | $0 |
| KRISTINE GUNNELL | VICE PRESIDENT (FROM 01/2025) Trustee or director, Officer | 2 | $0 |
| WILL COWAN | SECRETARY (FROM 01/2025) Trustee or director, Officer | 2 | $0 |
| JIM RHODES | TREASURER (FROM 05/2025) Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN LEVY | EXECUTIVE DIRECTOR Officer | 20 | $23,400 |
| DAWN DENNIS | DIRECTOR (TO FEB. 2024) Trustee or director | 1 | $0 |
| DAVID HAYES-BAUTISTA | DIRECTOR Trustee or director | 1 | $0 |
| MARGUERITE PEGGY RENNER | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DONNA C SCHUELE | DIRECTOR (TO DEC. 2024) Trustee or director | 1 | $0 |
| JIM TRANQUADA | PRESIDENT/SECRETARY Trustee or director, Officer | 1 | $0 |
| EILEEN V WALLIS | 1ST VICE PRESIDENT (TO DEC. 2024) Trustee or director, Officer | 1 | $0 |
| DONNA NICOL | DIRECTOR Trustee or director | 1 | $0 |
| CAROL PARK | DIRECTOR Trustee or director | 1 | $0 |
| JORGE MUNOZ | DIRECTOR Trustee or director | 1 | $0 |
| CITLALI SOSA-RIDDELL | DIRECTOR (FROM JUL. 2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN LEVY | EXECUTIVE DIRECTOR Officer | 20 | $23,400 |
| JULIA BOURBOIS TO OCT 2023 | DIRECTOR Trustee or director | 1 | $0 |
| MARGIE BROWN-CORONEL TO NOV 2023 | DIRECTOR Trustee or director | 1 | $0 |
| DAWN DENNIS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID HAYES-BAUTISTA | DIRECTOR Trustee or director | 1 | $0 |
| MARGUERITE PEGGY RENNER | 2ND VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DONNA C SCHUELE | DIRECTOR Trustee or director | 1 | $0 |
| JIM TRANQUADA SEE SCH O | PRESIDENT/SECRETARY Trustee or director, Officer | 1 | $0 |
| EILEEN V WALLIS | 1ST VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| DONNA NICOL FROM JAN 2023 | DIRECTOR Trustee or director | 1 | $0 |
| CAROL PARK FROM OCT 2023 | DIRECTOR Trustee or director | 1 | $0 |
| LAURA GEORGE SEE SCH O | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5737 KANAN RD 656, AGOURA HILLS, CA 91301-1601
- Principal officer (990 for 2025)
- LAUREN LEVY, 5737 KANAN RD 656, AGOURA HILLS, CA 91301
- Signed the 990
- LAUREN LEVY, EXECUTIVE DIRECTOR
- Phone
- (323) 222-0546
- Website
- THEHSSC.ORG
- Return prepared by
- FOUMBERG JUNEJA ROCHER & CO PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6006121 or by the name HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA.
- 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
THE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA (HSSC) SEEKS TO CONNECT PEOPLE TO THEIR PAST AND TO THE PLACES THEY LIVE BY COMBINING INCLUSIVE HISTORICAL SCHOLARSHIP AND COMMUNITY ENGAGEMENT TO EXPLORE AND DISSEMINATE THE COMPLEX MULTICULTURAL (CONT. SCH. O) (CONTINUED)HISTORY OF SOUTHERN CALIFORNIA AND THE WEST. FOUNDED IN 1883, THE HSSC IS A MEMBERSHIP-DRIVEN, NONPROFIT ORGANIZATION.
Program accomplishments
- PUBLICATION OF THE SOUTHERN CALIFORNIA QUARTERLY, A SCHOLARLY JOURNAL THAT IS SUBSCRIBED TO BY TWO GROUPS OF PEOPLE: 120 MEMBERS OF THE EXEMPT ORGANIZATION AND OTHER INSTITUTIONS THAT SUBSCRIBE DIRECTLY THROUGH THE ORGANIZATION OR BY PUBLISHING COMPANIES EBSCO, JOHNS HOPKINS PUBLISHING (PROJECT MUSE) AND JSTOR.Expenses $24,426
- IN 2025, THE ORGANIZATION OFFERED 2 ONLINE EVENTS FREE OF COST ABOUT THE HISTORY OF SOUTHERN CALIFORNIA AND THE GREATER WEST. A TOTAL OF 150 VIEWED THESE EVENTS ONLINE.Expenses $21,666
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6006121
- 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
- 1948
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $2,176,748
- Income (IRS master file)
- $529,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $337,461 | $88,578 | $2,176,748 | XML |
| 990 | December 2024 | $167,089 | $76,229 | $1,709,683 | XML |
| 990 | December 2023 | $84,104 | $98,020 | $1,530,539 | XML |
| 990 | December 2022 | $65,619 | $99,052 | $1,441,803 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-6006121).
Questions about HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA
- What is the EIN of HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA?
- The employer identification number (EIN) of HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA is 95-6006121.
- Is HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA 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 HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA 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 HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA 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 HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA?
- The 990 for the year ended December 31, 2025 names LAUREN LEVY.
- Who are the officers and directors of HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $29,640 (LAUREN LEVY, EXECUTIVE DIRECTOR).
- How much revenue does HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $337,461, expenses of $88,578 and total assets of $2,176,748 at year end.
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