The Bonita Historical Society
- Assets
- $342.2k
- Revenue
- $146.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Bonita, CA
- Founding
- 03/1993
- Data as of
- 12/2021
- EIN
- 33-0527665
Organization Overview
The Bonita Historical Society is located in Bonita, CA. The organization was established in 1993. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bonita 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 12/2021, Bonita Historical Society generated $146.2k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $113.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE BONITA HISTORICAL SOCIETY IS DEDICATED TO PRESERVING, FOR PUBLIC EDUCATION AND ENJOYMENT, THE CULTURE, HISTORY, ARTS, CRAFTS, AND AESTHETIC FACETS OF THE REGION, SPECIFICALLY THE SOUTH BAY OF SAN DIEGO COUNTY.
Describe the Organization's Program Activity:
Part 3
MUSEUM PROVIDES EDUCATIONAL, HISTORICAL AND CULTURAL MATERIAL OF THE LOCAL AREA TO APPROXIMATELY 6,000 VISITORS A YEAR
MUSEUM PROVIDES EDUCATIONAL, HISTORICAL AND CULTURAL MATERIAL OF THE LOCAL AREA TO APPROXIMATELY 6,000 VISITORS A YEAR
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nimpa Akana President | 5 | $0 | |
Debora Munoz Secretary | Trustee | 5 | $0 |
David Mclellan Treasurer | 5 | $0 | |
Leo Cullina Vice President | 5 | $0 | |
William Osborne Secretary | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $3,456 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $146,964 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $150,420 |
| Total Program Service Revenue | $0 |
| Investment income | $41,773 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$46,105 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $132 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $146,220 |
| 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 | $62,579 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,367 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $12,851 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $27,447 |
| 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 | $5,137 |
| All other expenses | $0 |
| Total functional expenses | $113,381 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $11,615 |
| Savings and temporary cash investments | $330,573 |
| 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 | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $342,188 |
| Accounts payable and accrued expenses | $0 |
| 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 | $8 |
| Total liabilities | $8 |
| 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 | $342,180 |
| Total liabilities and net assets/fund balances | $342,188 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that The Bonita Historical Society has recieved totaling $55,478.
| Awarding Organization | Amount |
|---|---|
The San Diego Foundation San Diego, CA PURPOSE: FOR GENERAL SUPPORT | $47,878 |
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $7,600 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Terros Inc Phoenix, AZ | $47,004,822 | $84,266,385 |
Community Research Foundation Inc San Diego, CA | $20,745,009 | $77,081,989 |
Independent Order Of Odd Fellows San Jose, CA | $263,514,735 | $67,258,563 |
Gallo Employee Benefit Trust Modesto, CA | $5,341,212 | $62,468,490 |
Arizona Behavioral Health Corporation Phoenix, AZ | $19,459,678 | $40,892,493 |
Turning Point Usa Inc Phoenix, AZ | $7,306,560 | $39,843,289 |
Central City Community Health Center Monterey Park, CA | $37,966,009 | $52,273,838 |
Koret Foundation San Francisco, CA | $515,520,670 | $39,088,314 |
South Coast Childrens Society Inc Mission Viejo, CA | $13,233,032 | $36,840,141 |
Partnerships To Uplift Communities Valley Burbank, CA | $45,863,273 | $39,395,312 |
Lake County Tribal Health Consortium Inc Lakeport, CA | $69,377,072 | $39,633,665 |
Child And Family Service Ewa Beach, HI | $20,885,160 | $29,767,300 |