Totals
- Total revenue
- $2,164,784
- Total expenses
- $2,271,251
- Contributions and grants received
- $546,940
- Grants paid
- $0
- Program service revenue
- $1,410,197
- Investment income
- $32,646
- Other revenue
- $175,001
- Total assets, end of year
- $5,456,901
- Total liabilities, end of year
- $168,536
- Net assets or fund balances, end of year
- $5,288,365
- Program services expenses (Part IX)
- $2,002,515
- Management and general expenses
- $234,008
- Fundraising expenses
- $34,728
- Program service expenses (Part III)
- $2,022,515
Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$32,171
-
1e · Government grants (contributions)
$191,387
-
1f · All other contributions, gifts and grants
$323,382
-
2a · Program service revenue: Exhibits
total $55,853 · related or exempt $55,853
-
2b · Program service revenue: Others
total $1,354,344 · related or exempt $1,354,344
-
3 · Investment income
total $32,646 · excluded $32,646
-
8a · Fundraising events: gross income
$206,387
-
8b · Fundraising events: direct expenses
$31,386
-
8c · Net income from fundraising events
total $175,001
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $105,032 · program services $78,774 · management and general $21,006 · fundraising $5,252
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $193,830 · program services $145,373 · management and general $38,766 · fundraising $9,691
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $26,662 · program services $19,997 · management and general $5,332 · fundraising $1,333
-
10 · Payroll taxes
total $24,008 · program services $18,006 · management and general $4,802 · fundraising $1,200
-
11a · Fees: management
total $194,000 · program services $194,000
-
11b · Fees: legal
total $4,550 · program services $4,550
-
11c · Fees: accounting
total $94,801 · program services $18,832 · management and general $75,969
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $614,937 · program services $614,937
-
12 · Advertising and promotion
total $79,280 · program services $79,280
-
13 · Office expenses
total $3,606 · program services $2,705 · management and general $721 · fundraising $180
-
14 · Information technology
total $56,089 · program services $56,089
-
15 · Royalties
total $0
-
16 · Occupancy
total $40,181 · program services $30,136 · management and general $8,036 · fundraising $2,009
-
17 · Travel
total $7,606 · program services $5,705 · management and general $1,521 · fundraising $380
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,784 · program services $2,088 · management and general $557 · fundraising $139
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $59,444 · program services $44,583 · management and general $11,889 · fundraising $2,972
-
23 · Insurance
total $17,981 · management and general $17,981
-
24a · Other expenses: Program expense
total $41,520 · program services $41,520
-
24b · Other expenses: Credit Card Processing and Bank Fees
total $60,118 · program services $45,088 · management and general $12,024 · fundraising $3,006
-
24c · Other expenses: Printing, mailing, and shippings
total $86,714 · program services $65,035 · management and general $17,343 · fundraising $4,336
-
24d · Other expenses: Event Expenses
total $463,372 · program services $463,372
-
24e · All other expenses
total $94,736 · program services $72,445 · management and general $18,061 · fundraising $4,230
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $803,196 · end of year $466,959
-
3 · Pledges and grants receivable
beginning of year $22,517 · end of year $43,758
-
4 · Accounts receivable
end of year $320,907
-
9 · Prepaid expenses and deferred charges
beginning of year $27,068
-
10a · Land, buildings and equipment: cost or other basis
$4,733,424
-
10b · Land, buildings and equipment: accumulated depreciation
$582,946
-
10c · Land, buildings and equipment, net
beginning of year $4,177,448 · end of year $4,150,478
-
11 · Investments: publicly traded securities
beginning of year $408,875 · end of year $458,194
-
14 · Intangible assets
beginning of year $29,580
-
15 · Other assets
beginning of year $20,833 · end of year $16,605
-
17 · Accounts payable and accrued expenses
beginning of year $76,133 · end of year $125,442
-
19 · Deferred revenue
beginning of year $41,336 · end of year $26,615
-
25 · Other liabilities
beginning of year $20,673 · end of year $16,479
-
27 · Net assets without donor restrictions
beginning of year $5,017,214 · end of year $5,199,570
-
28 · Net assets with donor restrictions
beginning of year $334,161 · end of year $88,795
Mission and programs · 2024
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.
Activities or mission (Part I)
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.
-
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
As filed on the 2024 return.
Listed in Part VII
-
Lauren Lockhart
Executive Director
- Total calculated
- $105,032
- From this org
- $105,032
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Meg Davis
President
- Total calculated
- $0
- Hours/week
- 12
-
Laura DuCharme Conboy AIA
VP
- Total calculated
- $0
- Hours/week
- 12
-
Roger Sammon
Secretary
- Total calculated
- $0
- Hours/week
- 8
-
Mark Muoz
Treasurer
- Total calculated
- $0
- Hours/week
- 8
-
Marouane Abdaoui
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nick Agelidis
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Meredith Baratz
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Hugo Barrera MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Johnny Bear Contreras
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ann Craig
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Danielle Deery
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dee Yen Hickman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jahlel Hunter
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Kish PhD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cari Massaad
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Oscar Romo
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joan Gand
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Susie Piegza
Trustee
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202522889349301882
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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