Whittier Historical Society
- Assets
- $621.4k
- Revenue
- $315.0k
- Investments
- $0.0
- Employees
- 2
- Location
- Whittier, CA
- Founding
- 02/1973
- Data as of
- 06/2024
- EIN
- 23-7208032
Organization Overview
Whittier Historical Society is located in Whittier, CA. The organization was established in 1973. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2024, Whittier Historical Society employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Whittier Historical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2024, Whittier Historical Society generated $315.0k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 17.7% each year . All expenses for the organization totaled $351.4k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
PRESERVE/DISPLAY HISTORICAL WHITTIER ARTIFACTS
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION CONDUCTS GUIDED TOURS OF THE WHITTIER MUSEUM WHICH HOUSES AND EXHIBITS HISTORICAL ARTIFACTS RELATING TO WHITTIER,PRODUCES A MONTHLY NEWSLETTER, OFFERS HISTORICAL BASED LECTURES RE: WHITTIER, AND MAINTAINS SUBSTANTIAL ARCHIVES THAT ARE AVAILABLE FOR RESEARCH BY ANY INTERESTED PARTY (WITH AN APPOINTMENT).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sonia Chaidez Director | Trustee | 1 | $0 |
Lisa Abbate Director | Trustee | 1 | $0 |
Tracy Wittman Director | Trustee | 10 | $0 |
John Marzy Director | Trustee | 2 | $0 |
Rachel Fiore Director | Trustee | 1 | $0 |
Mary Dutra Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $22,860 |
| Fundraising events | $42,773 |
| Related organizations | $0 |
| Government grants | $201,518 |
| All other contributions, gifts, grants, and similar amounts not included above | $22,626 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $289,777 |
| Total Program Service Revenue | $0 |
| Investment income | $14,748 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $4,785 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $5,685 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $314,995 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $73,141 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $3,308 |
| Payroll taxes | $6,463 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,184 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $978 |
| Office expenses | $5,487 |
| Information technology | $3,412 |
| Royalties | $0 |
| Occupancy | $236,075 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $16,617 |
| All other expenses | $1,352 |
| Total functional expenses | $351,381 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $63,766 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $11,151 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $129,171 |
| Investments—publicly traded securities | $417,263 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $621,351 |
| Accounts payable and accrued expenses | $611 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $611 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $620,740 |
| Total liabilities and net assets/fund balances | $621,351 |