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Laguna Beach Historical Society EIN 33-0519882

Laguna Beach Historical Society

EIN  33-0519882 Public charity (501(c)(3)) Laguna Beach, CA
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Size
$100K–1M
What they do
Promotes scientific literacy and education about past lake environments.
Leadership
Christine Collett · Director
Money in and out
$972K revenue, $26K expenses
Bottom line
38% program efficiency

Promotes scientific literacy and education about past lake environments. For fiscal year 2024 it reported $972K in revenue, $26K in expenses, and $1.0M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$972K
Pt VIII · Ln 12
Total expenses
$26K
Pt IX · Ln 25
Net assets
$1.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $945K
Where spending went · Part IX cols B–D
Program services $0.38 Management & general $0.62
Program efficiency
38%
of spending reaches programs
Operating runway
459.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
+97%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total revenue
$972K
Pt VIII · Ln 12
Total expenses
$26K
Pt IX · Ln 25
Net assets
$1.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$945K
Total assetsPt X · Ln 16$1.0M
Program-expense ratioPt IX · col B38%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

3 program services account for $5K of program spending, described in the organization's own filed words · FY2024.
01

Historical Figures re-creation at the Bungalow (Heritage Week).

$2Kprogram expense
02

Book Club.

$1Kprogram expense
03

Historical Programs presented to the public.

$1Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CLaguna Beach Historical Society
EINHdr · item D33-0519882
Principal addressHdr · item CLaguna Beach, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A80)
Ruling yearIRS BMFDec 2014

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Anne Frank
Director
$0Pt VII · Sec A
Jane Janz
Director
$0Pt VII · Sec A
Eric Jessen
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Carol Lloyd
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Jamie Piotti
Director
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$953K · 98%
Investment income$17K · 2%
Contributions & grants98%$953K
Investment income2%$17K
Program service revenue$755
— government grantsLn 1e$3K
Total revenueLn 12$972K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.38 Management & general $0.62
Program services38%$10K
Management & general62%$16K
Total functional expensesLn 25$26K

Balance Sheet

Part X · end of year
CashLn 1$49K
Total assetsLn 16$1.0M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.0M
Months of cash on handcomputed22.3

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.0M · Operating expenses/yr $26K
459.5 months
Where the money goes
Program services
Program services $10K · Total expenses $26K
38%
Management & General
Management & general $16K · Total expenses $26K
62%
Fundraising
Fundraising $0 · Total expenses $26K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $950K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $953K · Total revenue $972K
98%
Government reliance
Government grants $3K · Total revenue $972K
0%
Earned-income share
Program service revenue $755 · Total revenue $972K
0%
Investment reliance
Investment income $17K · Total revenue $972K
+2%
Program self-sufficiency
Program service revenue $755 · Total expenses $26K
3%
Growth & trend
Revenue growth (YoY)
This year $972K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $972K · Expenses $26K
+97%
Liabilities-to-Assets
Total liabilities — · Total assets $1.0M
—
Net-asset ratio
Net assets $1.0M · Total assets $1.0M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $953K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $1.0M
95%
People & payroll
Highest Reported Total Compensation
Individual Christine Collett · Reported title Director · Highest reported compensation $0 · Total expenses $26K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $26K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 38%——
Overhead ratio 62%——
Fundraising cost ratio 0%——
Accounting fee ratio 1%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
The William Jeff and Jennifer Gross FamFY2023$5K
Amazonsmile FoundationFY2023$68
Total grants receivedfrom 2 funders$5K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$972K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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