Totals
- Total revenue
- $2,315,177
- Total expenses
- $1,872,202
- Contributions and grants received
- $547,710
- Grants paid
- $0
- Program service revenue
- $1,660,019
- Investment income
- $16,329
- Other revenue
- $91,119
- Total assets, end of year
- $5,344,049
- Total liabilities, end of year
- $91,641
- Net assets or fund balances, end of year
- $5,252,408
- Program services expenses (Part IX)
- $1,678,577
- Management and general expenses
- $174,286
- Fundraising expenses
- $19,339
- Program service expenses (Part III)
- $1,678,577
Program services were 89.7% 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
$47,013
-
1e · Government grants (contributions)
$79,038
-
1f · All other contributions, gifts and grants
$421,659
-
2a · Program service revenue: Exhibits
total $56,282 · related or exempt $56,282
-
2b · Program service revenue: Others
total $1,603,737 · related or exempt $1,603,737
-
3 · Investment income
total $18,566 · excluded $18,566
-
7a · Gross sales of assets other than inventory
other assets $28,746
-
7b · Less cost or other basis and sales expenses
other assets $30,983
-
7c · Gain or loss
other assets -$2,237
-
7d · Net gain or loss
total -$2,237 · excluded -$2,237
-
11a · Other revenue: Other
total $797 · related or exempt $797
-
11b · Other revenue: ERTC
total $90,322 · related or exempt $90,322
-
11e · Other revenue, total
$91,119
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 $90,788 · program services $68,092 · management and general $18,157 · fundraising $4,539
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $129,927 · program services $97,444 · management and general $25,986 · fundraising $6,497
-
8 · Pension plan contributions
total $800 · program services $600 · management and general $160 · fundraising $40
-
9 · Other employee benefits
total $25,944 · program services $19,458 · management and general $5,189 · fundraising $1,297
-
10 · Payroll taxes
total $18,599 · program services $13,949 · management and general $3,720 · fundraising $930
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $69,006 · management and general $69,006
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $10,424 · program services $10,424
-
13 · Office expenses
total $43,536 · program services $41,166 · management and general $1,391 · fundraising $979
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $53,996 · program services $40,497 · management and general $10,799 · fundraising $2,700
-
17 · Travel
total $1,056 · program services $792 · management and general $211 · fundraising $53
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $40,137 · program services $30,103 · management and general $8,027 · fundraising $2,007
-
23 · Insurance
total $26,425 · program services $1,188 · management and general $24,940 · fundraising $297
-
24a · Other expenses: Program expense
total $2,373 · program services $2,373
-
24b · Other expenses: Exhibitions
total $67,196 · program services $67,196
-
24c · Other expenses: Repairs and Maint
total $26,266 · program services $21,013 · management and general $5,253
-
24d · Other expenses: Event Expenses
total $1,258,496 · program services $1,258,496
-
24e · All other expenses
total $7,233 · program services $5,786 · management and general $1,447
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $208,411 · end of year $602,590
-
3 · Pledges and grants receivable
beginning of year $50,099 · end of year $144,461
-
9 · Prepaid expenses and deferred charges
beginning of year $4,870 · end of year $12,032
-
10a · Land, buildings and equipment: cost or other basis
$4,715,739
-
10b · Land, buildings and equipment: accumulated depreciation
$496,163
-
10c · Land, buildings and equipment, net
beginning of year $4,222,389 · end of year $4,219,576
-
11 · Investments: publicly traded securities
beginning of year $337,943 · end of year $365,390
-
15 · Other assets
beginning of year $591
-
17 · Accounts payable and accrued expenses
beginning of year $8,259 · end of year $47,907
-
19 · Deferred revenue
beginning of year $32,362 · end of year $43,734
-
27 · Net assets without donor restrictions
beginning of year $4,728,983 · end of year $4,990,600
-
28 · Net assets with donor restrictions
beginning of year $54,699 · end of year $261,808
Mission and programs · 2022
Mission
inspires and empowers the community to make La Jollas diverse past a relevant part of contemporary life. preserves and shares La Jollas distinctive sense of place, encourages quality in the urban built environment, and serves as a thriving community resource and gathering place where residents and visitors explore history, art, ideas and culture.
Activities or mission (Part I)
Inspires and empowers the community to make La Jollas diverse past a relevant part of contemporary life, preserves and shares La Jollas distinctive sense of place,encourages quality in the urban built environment.
-
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 $1,678,577 · Revenue $1,603,737
As filed on the 2022 return.
Listed in Part VII
-
Lauren Lockhart
Executive Director
- Total calculated
- $90,788
- From this org
- $90,788
- 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
-
Marouane Abdaoui
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
-
Johnny Bear Contreras
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Alicia Calhoon
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ann Craig
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
George Coles
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jahlel Hunter
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cari Massaad
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Molly McClain PhD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Trang Pham
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Susie Piegza
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Roger Sammon
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Melanie Showalter
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Mangano PE
Immediate Past President
- Total calculated
- $0
- Hours/week
- 12
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- not reported
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342979349300544
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