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Nonprofiteer
← PASADENA HISTORICAL SOCIETY INC

Form 990 for tax year 2023

Filed by PASADENA HISTORICAL SOCIETY INC.

Totals

Total revenue
$572,312
Total expenses
$881,362
Contributions and grants received
$347,747
Grants paid
$0
Program service revenue
$26,581
Investment income
$84,932
Other revenue
$113,052
Total assets, end of year
$5,285,118
Total liabilities, end of year
$235,397
Net assets or fund balances, end of year
$5,049,721
Program services expenses (Part IX)
$701,889
Management and general expenses
$100,887
Fundraising expenses
$78,586
Program service expenses (Part III)
$701,889

Program services were 79.6% 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

    $146,025

  • 1e · Government grants (contributions)

    $15,000

  • 1f · All other contributions, gifts and grants

    $186,722

  • 2a · Program service revenue: PROGRAM

    total $26,581 · related or exempt $26,581

  • 3 · Investment income

    total $160,169 · excluded $160,169

  • 6a · Gross rents

    real property $143,373

  • 6b · Less rental expenses

    real property $33,770

  • 6c · Rental income or loss

    real property $109,603

  • 6d · Net rental income or loss

    total $109,603 · related or exempt $109,603

  • 7a · Gross sales of assets other than inventory

    securities $796,272

  • 7b · Less cost or other basis and sales expenses

    securities $871,509

  • 7c · Gain or loss

    securities -$75,237

  • 7d · Net gain or loss

    total -$75,237 · excluded -$75,237

  • 10a · Gross sales of inventory

    $19,935

  • 10b · Cost of goods sold

    $16,486

  • 10c · Net income from sales of inventory

    total $3,449 · related or exempt $3,449

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $90,289 · program services $72,231 · management and general $8,126 · fundraising $9,932

  • 7 · Other salaries and wages

    total $256,967 · program services $205,574 · management and general $23,127 · fundraising $28,266

  • 9 · Other employee benefits

    total $50,776 · program services $40,621 · management and general $4,570 · fundraising $5,585

  • 10 · Payroll taxes

    total $28,275 · program services $22,620 · management and general $2,545 · fundraising $3,110

  • 11c · Fees: accounting

    total $27,890 · program services $22,312 · management and general $2,510 · fundraising $3,068

  • 11f · Fees: investment management

    total $37,159 · program services $29,727 · management and general $3,344 · fundraising $4,088

  • 11g · Fees: other

    total $5,697 · program services $4,557 · management and general $513 · fundraising $627

  • 16 · Occupancy

    total $162,064 · program services $129,651 · management and general $21,369 · fundraising $11,044

  • 20 · Interest

    total $4,487 · management and general $4,487

  • 22 · Depreciation, depletion and amortization

    total $74,482 · program services $59,586 · management and general $11,172 · fundraising $3,724

  • 23 · Insurance

    total $57,426 · program services $42,910 · management and general $8,930 · fundraising $5,586

  • 24a · Other expenses: PUBLIC RELATIONS

    total $25,583 · program services $25,583

  • 24b · Other expenses: COLLECTION EXPENSES

    total $13,867 · program services $13,867

  • 24c · Other expenses: PROGRAM EXPENSES

    total $11,134 · program services $11,134

  • 24d · Other expenses: SUPPLIES

    total $9,398 · management and general $9,398

  • 24e · All other expenses

    total $25,868 · program services $21,516 · management and general $796 · fundraising $3,556

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $541,813 · end of year $374,360

  • 4 · Accounts receivable

    beginning of year $110,146 · end of year $114,679

  • 8 · Inventories for sale or use

    beginning of year $16,194 · end of year $7,135

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,778 · end of year $40,819

  • 10a · Land, buildings and equipment: cost or other basis

    $2,673,063

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,935,571

  • 10c · Land, buildings and equipment, net

    beginning of year $782,979 · end of year $737,492

  • 12 · Investments: other securities

    beginning of year $3,722,741 · end of year $4,010,633

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,770 · end of year $84,397

  • 19 · Deferred revenue

    beginning of year $1,000 · end of year $1,000

  • 23 · Secured mortgages and notes payable

    beginning of year $150,000 · end of year $150,000

  • 27 · Net assets without donor restrictions

    beginning of year $4,554,727 · end of year $4,580,728

  • 28 · Net assets with donor restrictions

    beginning of year $433,154 · end of year $468,993

Mission and programs · 2023

Mission

PROMOTE AN APPRECIATION OF HISTORY, CULTURE AND ARTS AND SCIENCES RELEVANT TO PASADENA AND THE ADJOINING COMMUNITIES. THE MUSEUM WILL HOUSE PERMANENT ARCHIVES AND COLLECTIONS FOR RESEARCH AND EDCUATION, AND PROVIDE STIMULATING EXHIBITIONS AND PROGRAMS.

  • OPERATION OF A MUSEUM IN PASADENA. OFFER CHANGING EXHIBITIONS, MAINTAIN ARCHIVAL OBJECT AND ART COLLECTIONS RELATING TO PASADENA AREA HISTORY AND CULTURE. ALLOW ACCESS TO THE PUBLIC THROUGH A RESEARCH LIBRARY. CONDUCT TOURS OF THE HISTORIC FENYES MANSION. OFFER EDUCATIONAL PROGRAMS FOR PEOPLE OF ALL AGES.

    Expenses $701,889 · Revenue $139,633

As filed on the 2023 return.

Listed in Part VII

  • Joan J Branin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • William F Kruse

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Karen Craig

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Charles G Stanislawski

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Janet Kadin

    VOLUNTEER COUNCIL REPRESEN

    Total calculated
    $0
    Hours/week
    2

  • Jeff J Abbott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William E Thomson

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sally Bixby

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leonardo Bolanos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joshua R Driskell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Lorenzen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeannette O'Malley

    EXECUTIVE DIRECTOR

    Total calculated
    $126,917
    From this org
    $90,289
    From related orgs
    $0
    Other
    $36,628
    Hours/week
    40

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
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202413189349310486

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