Nonprofit · EIN 95-3019295
SANTA MONICA HISTORICAL SOCIETY INC
Tax-exempt · SANTA MONICA, CA 90408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $368,091 | $753,414 | -$385,323 | $2,109,219 | $96,336 | $2,012,883 |
| December 31, 2023 | 990 | $281,659 | $654,541 | -$372,882 | $2,389,571 | $99,779 | $2,289,792 |
| December 31, 2022 | 990 | $564,221 | $458,661 | $105,560 | $2,625,359 | $98,530 | $2,526,829 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $284,674
- of which government grants
- $209,398
- Membership dues
- $11,581
- Program service revenue
- $2,981
- Investment income
- $40,499
- Net gain from sales of assets
- $2,568
- Net income from fundraising events
- $39,937
- Other revenue
- $39,937
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,632
- Other salaries and wages
- $345,957
- Salaries, compensation and benefits (total)
- $370,156
- Professional fundraising fees
- $0
- Accounting fees
- $10,304
- Occupancy
- $36,587
- Depreciation
- $65,939
- Program services (functional)
- $625,367
- Management and general (functional)
- $114,370
- Fundraising (functional)
- $14,235
Balance sheet and other
- Total assets, start of year
- $2,389,571
- Total assets, end of year
- $2,109,219
- Total liabilities, end of year
- $96,336
- Net assets, end of year
- $2,012,883
- Land, buildings and equipment
- $1,179,438
- Publicly traded securities
- $919,111
- Gross receipts
- $456,109
- Employees
- 4
- Volunteers
- 15
- Year formed
- 1976
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE GABRIEL POTTER | PRESIDENT Trustee or director | 2 | $0 |
| KATHLEEN RAWSON | CHAIR Trustee or director | 2 | $0 |
| DEB LOVE | VICE CHAIR Trustee or director | 2 | $0 |
| BECKY UPCHURCH | SECRETARY | 2 | $0 |
| ZACH BAINTER | DIRECTOR | 2 | $0 |
| JUDI BARKER | DIRECTOR | 2 | $0 |
| KERA BLADES-SNELL | DIRECTOR | 2 | $0 |
| NICOLE BLAINE | DIRECTOR | 2 | $0 |
| GEORGE COLLINS | DIRECTOR | 2 | $0 |
| JEREMY FERGUSON | DIRECTOR | 2 | $0 |
| MARICARMEN HASSANZADEH | DIRECTOR | 2 | $0 |
| DR GUADALUPE MIRELES-TOUMAYAN | DIRECTOR | 2 | $0 |
| NICOLAS ROLSTON | DIRECTOR | 2 | $0 |
| SUSAN GABRIAL POTTER | PRESIDENT AND CEO Officer | – | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDI BARKER | DIRECTOR Trustee or director | 2 | $0 |
| BECKY UPCHURCH | SECRETARY Trustee or director | 2 | $0 |
| KATHLEEN RAWSON | DIRECTOR Trustee or director | 2 | $0 |
| GEORGE COLLINS | DIRECTOR Trustee or director | 2 | $0 |
| ZACHARY BAINTER | DIRECTOR Trustee or director | 2 | $0 |
| DEB LOVE | VICE PRESIDENT Trustee or director | 2 | $0 |
| KERA BLADES-SNELL | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN GABRIEL POTTER | PRESIDENT & CEO Institutional trustee | 2 | $0 |
990 for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDI BARKER | Director Trustee or director | 2 | $0 |
| BECKY UPCHURCH | Secretary Trustee or director | 2 | $0 |
| KATHLEEN RAWSON | Director Trustee or director | 2 | $0 |
| GEORGE COLLINS | Director Trustee or director | 2 | $0 |
| ZACHARY BAINTER | Director Trustee or director | 2 | $0 |
| DEB LOVE | Vice President Trustee or director | 2 | $0 |
| KERA BLADES-SNELL | Director Trustee or director | 2 | $0 |
| SUSAN GABRIEL POTTER | President & CEO Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3059, SANTA MONICA, CA 90408-3059
- Principal officer (990 for 2024)
- SUE POTTER, SAME AS C ABOVE, SANTA MONICA, CA 90408
- Signed the 990
- SUE POTTER, PRESIDENT
- Phone
- (310) 923-0124
- Website
- WWW.SANTAMONICAHISTORY.ORG
- Return prepared by
- SNELL CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3019295 or by the name SANTA MONICA HISTORICAL SOCIETY INC.
- 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
HISTORICAL NBSP;PRESERVATION NBSP;AND NBSP;EDUCATION
Program accomplishments
- THE SOCIETY OPERATES A MUSEUM OF THE HISTORY OF SANTA MONICA CA. IT PROVIDES TOURS LECTURES AND SPECIAL EXHIBITS ALL OPEN TO THE GENERAL PUBLIC. IT ALSO RESTORES PRESERVES CATALOGS AND DIGITALLY STORES HISTORIC DOCUMENTS.Expenses $559,149 · grants $281,659 · revenue $7,092
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3019295
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $2,109,219
- Income (IRS master file)
- $456,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $368,091 | $753,414 | $2,109,219 | XML |
| 990 | December 2023 | $281,659 | $654,541 | $2,389,571 | XML |
| 990 | December 2022 | $564,221 | $458,661 | $2,625,359 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 95-3019295).
Questions about SANTA MONICA HISTORICAL SOCIETY INC
- What is the EIN of SANTA MONICA HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of SANTA MONICA HISTORICAL SOCIETY INC is 95-3019295.
- Is SANTA MONICA HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SANTA MONICA HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA MONICA HISTORICAL SOCIETY INC 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 SANTA MONICA HISTORICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA MONICA HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SANTA MONICA HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 names SUE POTTER.
- Who are the officers and directors of SANTA MONICA HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SANTA MONICA HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $368,091, expenses of $753,414 and total assets of $2,109,219 at year end.
Other nonprofits in SANTA MONICA
- MUSICARES FOUNDATION INC EIN 95-4470909 · last filed 990 for 2025
- MADISON PROJECT EIN 41-2221712 · last filed 990 for 2025
- SHAREWELL EIN 20-1470992 · last filed 990 for 2025
- SHAPELL MANUSCRIPT FOUNDATION EIN 20-2159043 · last filed 990-PF for 2025
- 18TH STREET ARTS COMPLEX EIN 95-3825203 · last filed 990 for 2025
- SANTA MONICA UNITED FOOTBALL CLUB INC EIN 26-2533901 · last filed 990 for 2025
- ELEMENTAL MUSIC EIN 27-3274582 · last filed 990 for 2025
- SPIRIT SERIES INC EIN 20-3799463 · last filed 990 for 2025
All nonprofits in SANTA MONICA · California · Arts, culture and humanities