Nonprofit · EIN 33-0359288
DANA POINT HISTORICAL SOCIETY
Tax-exempt · DANA POINT, CA 92629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $88,510 | $43,421 | $45,089 | $121,623 | $0 | $121,623 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $75,154
- Membership dues
- $4,760
- Program service revenue
- $0
- Investment income
- $3,916
- Net income from sales of inventory
- $4,680
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,400
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $19,478
- Occupancy
- $5,265
- Printing, publications and postage
- $158
- Other expenses
- $14,120
- Program services (functional)
- $30,752
Balance sheet and other
- Total assets, start of year
- $76,534
- Total assets, end of year
- $121,623
- Total liabilities, end of year
- $0
- Net assets, end of year
- $121,623
- Cash, savings and investments
- $121,623
- Gross receipts
- $101,949
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marsha LaRusso | President | 5 | $0 |
| Gary Macrides | 1st Vice President | 5 | $0 |
| Jeff Lander | 2nd Vice President | 3 | $0 |
| Bob Minty | 3rd Vice President | 3 | $0 |
| Heidi Hyde | Recording Secretary | 1 | $0 |
| Nancy Jenkins | Corresponding Secretary | 1 | $0 |
| Gary Prenovost | Treasurer | 5 | $0 |
| Joel Bishop | Parliamentarian | 1 | $0 |
| Elizabeth Bamattre | Director | 3 | $0 |
| Judy Henderson | Director | 1 | $0 |
| Jim Proett | Director | 3 | $0 |
| Barbara Johannes | Director | 3 | $0 |
| Keith Johannes | Director | 3 | $0 |
| Grant Earl | Director | 4 | $0 |
| Rocky Parker | Director | 4 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Max Brown | Director | 5 | $0 |
| Robin Valles | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 544, DANA POINT, CA 92629-0544
- In care of
- % NANCY J BAUMANN CPA
- Mailing address (990-N for 2024)
- PO Box 544, Dana Point CA 92629
- Principal officer (990-N for 2024)
- Barbara Johannes, PO Box 544, Dana Point CA 92629
- Signed the 990-EZ
- Gary Prenovost, Treasurer
- Phone
- (949) 248-8121
- Website
- danapointhistorical.org
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0359288 or by the name DANA POINT HISTORICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To promote interest in and education about the history and heritage of Dana Point; to conduct and promote research into the history and heritage; to collect and preserve records, data, artifacts, and material pertaining to the history and heritage; to have and to hold, buy and sell such property, both real and personal, as may be necessary to carry out the objective of the Society; and to provide active leadership in the preservation of both public and private historic buildings in Dana Point.
Program accomplishments
- Contracted an Archivist to collect and preserve records, data, artifacts and material pertaining to the history and heritage of Dana Point.Expenses $19,996
- Operated a Museum to promote interest in and education about the history and heritage of Dana Point.Expenses $5,491
- Organized proper storage areas for the protection and preservation of historical records and artifacts.Expenses $5,265
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 33-0359288
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $121,623
- Income (IRS master file)
- $101,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $88,510 | $43,421 | $121,623 | XML |
| 990-N for 2024 Officer: Barbara Johannes | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: Barbara Johannes | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Barbara Johannes | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Barbara Johannes | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Gary Prenovost | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0359288).
Questions about DANA POINT HISTORICAL SOCIETY
- What is the EIN of DANA POINT HISTORICAL SOCIETY?
- The employer identification number (EIN) of DANA POINT HISTORICAL SOCIETY is 33-0359288.
- Is DANA POINT HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to DANA POINT HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DANA POINT HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DANA POINT HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DANA POINT HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of DANA POINT HISTORICAL SOCIETY?
- The 990-N for 2024 names Barbara Johannes.
- Who are the officers and directors of DANA POINT HISTORICAL SOCIETY?
- The 990-EZ for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does DANA POINT HISTORICAL SOCIETY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $88,510, expenses of $43,421 and total assets of $121,623 at year end.
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