Nonprofit · EIN 95-6116290
LA JOLLA HISTORICAL SOCIETY
Tax-exempt · LA JOLLA, CA 92037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,164,784 | $2,271,251 | -$106,467 | $5,456,901 | $168,536 | $5,288,365 |
| June 30, 2024 | 990 | $2,149,843 | $2,090,187 | $59,656 | $5,489,517 | $138,142 | $5,351,375 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $546,940
- of which government grants
- $191,387
- Membership dues
- $32,171
- Program service revenue
- $1,410,197
- Investment income
- $32,646
- Net income from fundraising events
- $175,001
- Other revenue
- $175,001
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $105,032
- Other salaries and wages
- $193,830
- Salaries, compensation and benefits (total)
- $349,532
- Professional fundraising fees
- $0
- Legal fees
- $4,550
- Accounting fees
- $94,801
- Occupancy
- $40,181
- Travel
- $7,606
- Depreciation
- $59,444
- Program services (functional)
- $2,002,515
- Management and general (functional)
- $234,008
- Fundraising (functional)
- $34,728
Balance sheet and other
- Total assets, start of year
- $5,489,517
- Total assets, end of year
- $5,456,901
- Total liabilities, end of year
- $168,536
- Net assets, end of year
- $5,288,365
- Land, buildings and equipment
- $4,150,478
- Publicly traded securities
- $458,194
- Net assets without donor restrictions
- $5,199,570
- Net assets with donor restrictions
- $88,795
- Gross receipts
- $2,196,170
- Employees
- 12
- Volunteers
- 100
- Year formed
- 1964
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Lockhart | Executive Director Officer | 40 | $105,032 |
| Meg Davis | President Trustee or director, Officer | 12 | $0 |
| Laura DuCharme Conboy AIA | VP Trustee or director, Officer | 12 | $0 |
| Roger Sammon | Secretary Trustee or director, Officer | 8 | $0 |
| Mark Muoz | Treasurer Trustee or director, Officer | 8 | $0 |
| Marouane Abdaoui | Trustee Trustee or director | 1 | $0 |
| Nick Agelidis | Trustee Trustee or director | 1 | $0 |
| Meredith Baratz | Trustee Trustee or director | 1 | $0 |
| Hugo Barrera MD | Trustee Trustee or director | 1 | $0 |
| Johnny Bear Contreras | Trustee Trustee or director | 1 | $0 |
| Ann Craig | Trustee Trustee or director | 1 | $0 |
| Danielle Deery | Trustee Trustee or director | 1 | $0 |
| Dee Yen Hickman | Trustee Trustee or director | 1 | $0 |
| Jahlel Hunter | Trustee Trustee or director | 1 | $0 |
| Kelly Kish PhD | Trustee Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cari Massaad | Trustee Trustee or director | 1 | $0 |
| Oscar Romo | Trustee Trustee or director | 1 | $0 |
| Joan Gand | Trustee Trustee or director | 1 | $0 |
| Susie Piegza | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Lockhart | Executive Director Officer | 40 | $100,000 |
| Meg Davis | President Trustee or director, Officer | 12 | $0 |
| Laura DuCharme Conboy AIA | VP Trustee or director, Officer | 12 | $0 |
| Roger Sammon | Secretary Trustee or director, Officer | 8 | $0 |
| Mark Muoz | Treasurer Trustee or director, Officer | 8 | $0 |
| Marouane Abdaoui | Trustee Trustee or director | 1 | $0 |
| Nick Agelidis | Trustee Trustee or director | 1 | $0 |
| Meredith Baratz | Trustee Trustee or director | 1 | $0 |
| Hugo Barrera MD | Trustee Trustee or director | 1 | $0 |
| Johnny Bear Contreras | Trustee Trustee or director | 1 | $0 |
| Ann Craig | Trustee Trustee or director | 1 | $0 |
| Danielle Deery | Trustee Trustee or director | 1 | $0 |
| Dee Yen Hickman | Trustee Trustee or director | 1 | $0 |
| Jahlel Hunter | Trustee Trustee or director | 1 | $0 |
| Kelly Kish PhD | Trustee Trustee or director | 1 | $0 |
| Cari Massaad | Trustee Trustee or director | 1 | $0 |
| Oscar Romo | Trustee Trustee or director | 1 | $0 |
| Karen Roque | Trustee Trustee or director | 1 | $0 |
| Susie Piegza | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7846 EADS AVE, LA JOLLA, CA 92037-4211
- In care of
- % CARAN HARDY
- Principal officer (990 for 2024)
- Lauren Lockhart, 7846 Eads Ave, La Jolla, CA 92037
- Signed the 990
- Lauren Lockhart, Executive Director
- Phone
- (858) 459-5335
- Website
- https://lajollahistory.org
- Return prepared by
- Sonnenberg & Company CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6116290 or by the name LA JOLLA 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
La Jolla Historical Society celebrates the history and culture of this region along the waters edge through interdisciplinary programs, exhibitions, and research that challenge expectations. It balances contemporary and historic perspectives to create understanding and connection.
Program accomplishments
- La Jolla Historical Society inspires and empowers the community to make La Jollas diverse past a relevant part of contemporary life. The Society looks toward the future while celebrating the past, preserves and shares La Jollas distinctive sense of place, and encourages quality in the urban built environment. The Society serves as a thriving community resource and gathering place where residents and visitors explore history, art, ideas and culture.Expenses $2,022,515 · revenue $1,410,197
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6116290
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,456,901
- Income (IRS master file)
- $2,196,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,164,784 | $2,271,251 | $5,456,901 | XML |
| 990 | June 2024 | $2,149,843 | $2,090,187 | $5,489,517 | XML |
| 990 | June 2023 | $2,315,177 | $1,872,202 | $5,344,049 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-6116290).
Questions about LA JOLLA HISTORICAL SOCIETY
- What is the EIN of LA JOLLA HISTORICAL SOCIETY?
- The employer identification number (EIN) of LA JOLLA HISTORICAL SOCIETY is 95-6116290.
- Is LA JOLLA HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to LA JOLLA HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LA JOLLA 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 LA JOLLA 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 LA JOLLA HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LA JOLLA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names Lauren Lockhart.
- Who are the officers and directors of LA JOLLA HISTORICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $105,032 (Lauren Lockhart, Executive Director).
- How much revenue does LA JOLLA HISTORICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,164,784, expenses of $2,271,251 and total assets of $5,456,901 at year end.
Other nonprofits in LA JOLLA
- SCRIPPS RESEARCH INSTITUTE EIN 33-0435954 · last filed 990 for 2025
- U C SAN DIEGO FOUNDATION EIN 95-2872494 · last filed 990 for 2025
- SALK INSTITUTE FOR BIOLOGICAL STUDIES EIN 95-2160097 · last filed 990 for 2025
- GARY AND MARY WEST CHARITABLE TRUST EIN 87-3374164 · last filed 990-PF for 2024
- SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE EIN 51-0197108 · last filed 990 for 2025
- LA JOLLA INSTITUTE FOR IMMUNOLOGY EIN 33-0328688 · last filed 990 for 2024
- LA JOLLA COUNTRY DAY SCHOOL EIN 95-1875978 · last filed 990 for 2025
- PRICE PHILANTHROPIES FOUNDATION EIN 46-5129465 · last filed 990-PF for 2024