Nonprofit · EIN 95-6111591
HISTORIAL SOCIETY OF LONG BEACH
Tax-exempt · LONG BEACH, CA 90807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $782,882 | $511,900 | $270,982 | $1,056,079 | $5,668 | $1,050,411 |
| June 30, 2024 | 990 | $491,743 | $494,053 | -$2,310 | $777,024 | $6,746 | $770,278 |
| June 30, 2023 | 990 | $377,179 | $387,670 | -$10,491 | $771,595 | $5,804 | $765,791 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $653,566
- of which government grants
- $21,122
- Membership dues
- $34,045
- Program service revenue
- $101,554
- Investment income
- $15,537
- Net gain from sales of assets
- $1,663
- Net income from sales of inventory
- $12,225
- Other revenue
- $12,225
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $98,813
- Other salaries and wages
- $222,187
- Salaries, compensation and benefits (total)
- $350,449
- Professional fundraising fees
- $0
- Accounting fees
- $26,800
- Occupancy
- $18,239
- Travel
- $458
- Depreciation
- $4,201
- Program services (functional)
- $358,395
- Management and general (functional)
- $128,009
- Fundraising (functional)
- $25,496
Balance sheet and other
- Total assets, start of year
- $777,024
- Total assets, end of year
- $1,056,079
- Total liabilities, end of year
- $5,668
- Net assets, end of year
- $1,050,411
- Land, buildings and equipment
- $31,586
- Publicly traded securities
- $528,738
- Gross receipts
- $788,403
- Employees
- 8
- Volunteers
- 95
- Year formed
- 1962
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BARTOLOTTO | EXECUTIVE DIRECTOR/CEO Officer | 40 | $86,130 | $10,587 |
| MICHAEL SOUTAR | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON WERTS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROXANNE PATMOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEVE GRASSBAUGH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MELANIE WERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN A BRAUDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE LOPEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA MAISER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON MAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES MATTHIS | DIRECTOR (UNTIL 01/31/25) Trustee or director | 1 | $0 | $0 |
| MAUREEN NEELEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIHIR PANDYA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ZANATTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BIANCA VILLANUEVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN NEEDHAM | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BARTOLOTTO | EXECUTIVE DIRECTOR/CEO Officer | 40 | $82,011 | $8,622 |
| MICHAEL SOUTAR | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON WERTS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROXANNE PATMOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| STEVE GRASSBAUGH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MELANIE WERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN A BRAUDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTI FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN HARPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE LOPEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA MAISER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON MAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES MATTHIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN NEELEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIHIR PANDYA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID ZANATTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BIANCA VILLANUEVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE SIMON | DIRECTOR (UNTIL 11/31/23) Trustee or director | 1 | $0 | $0 |
| NIKI TENNANT | DIRECTOR (UNTIL 12/31/23) Trustee or director | 1 | $0 | $0 |
| DERALD TUCKER | DIRECTOR (UNTIL 2/28/24) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE BARTOLOTTO | EXECUTIVE DIRECTOR/CEO Officer | 40 | $77,793 | $6,898 |
| MICHAEL SOUTAR | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON WERTS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TIMOTHY FRIDEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROXANNE PATMOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MELANIE WERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVAN A BRAUDE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYE BRIEGEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTI FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN HARPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY HINDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSE LOPEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OLIVIA MAISER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE SIMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DERALD TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NIKI TENNANT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BIANCA VILLANUEVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEXANDER ESCOBAR | DIRECTOR (UNTIL 01/31/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4260 ATLANTIC AVE, LONG BEACH, CA 90807-2802
- Principal officer (990 for 2024)
- JULIE BARTOLOTTO, 4260 ATLANTIC AVENUE, LONG BEACH, CA 90807
- Signed the 990
- JULIE BARTOLOTTO, EXECUTIVE DIRECTOR
- Phone
- (562) 424-2220
- Website
- WWW.HSLB.ORG
- Return prepared by
- EVERGREEN ALLIANCE
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6111591 or by the name HISTORIAL SOCIETY OF LONG BEACH.
- 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
THE HISTORICAL SOCIETY OF LONG BEACH (HSLB) COLLECTS, PRESERVES, AND PRESENTS LOCAL HISTORY. THROUGH HISTORICAL COLLECTIONS, EXHIBITS, AND PROGRAMS WE CONNECT PEOPLE TO THE PAST AND TO THE PLACE THEY LIVE. WE HELP CREATE GREATER UNDERSTANDING OF OUR NEIGHBORHOODS, THE CITY AND ITS PLACE IN THE LARGER WORLD. WE OPERATE A MUSEUM, ARCHIVE, AND RESEARCH CENTER.
Program accomplishments
- HISTORICAL COLLECTIONS HSLB ACTIVELY ACQUIRES HISTORICAL MATERIALS FOR PRESERVATION, AND ACCESS. THE COLLECTIONS ARE USED THROUGH OUR RESEARCH CENTER, IN EDUCATIONAL EXHIBITIONS AND EVENTS. OVER ONE MILLION HISTORICAL DOCUMENTS, ARTIFACTS, PHOTOGRAPHIC IMAGES, BOOKS, EPHEMERA, AND OTHER ITEMS ARE COLLECTED CATALOGED AND PRESERVED FOR THE BENEFIT OF THE PUBLIC. MAJOR COLLECTIONS INCLUDE DOCUMENTARY PHOTOGRAPHIC IMAGES, OFFICE HOLDER FILES, THE LONG BEACH LESBIAN, GAY, BISEXUAL, AND TRANSGENDER, NEWSPAPERS, CAMBODIAN COMMUNITY, THE CITY MANAGER FILES, RDA, NORTH LONG BEACH, AND OTHERS. OUR HISTORICAL RESEARCH CENTER IS OPEN TUESDAY-SATURDAY. WE MAKE COLLECTIONS AVAILABLE TO COMMUNITY MEMBERS, ACADEMIC RESEARCHERS, PROFESSIONALS, STUDENTS, AND OTHER VISITORS. THERE IS A RESEARCH FEE FOR THOSE WHO ARE NOT YET MEMBERS. AMONG OTHER THINGS, COLLECTIONS WERE USED TO DEVELOP THE STATE-WIDE CAMBODIAN AMERICAN HISTORY CURRICULUM FOR CALIFORNIA K-12 SCHOOLS. MEMBERS HAVE FREE ACCESS TO RESEARCH AND VIEWING COLLECTION ITEMS.Expenses $233,012 · revenue $76,092
- HISTORICAL CEMETERY TOUR - THIS UNIQUE ANNUAL EVENT BRINGS HISTORY TO LIFE THROUGH ACTORS WHO PERFORM THE STORIES OF THOSE BURIED IN LOCAL CEMETERIES. HISTORIC EVENTS AND STORIES FROM LONG BEACH'S DIVERSE PAST ARE TOLD BY PEOPLE IN FIRST PERSON. THE EVENT TYPICALLY FEATURES ENGAGING STORIES OF JAPANESE AMERICANS, MEXICAN AMERICANS, AFRICAN AMERICANS, AND OTHER RESIDENTS.Expenses $60,897 · revenue $25,462
- OTHER PROGRAMS: PRESENTS DISCUSSIONS ON LOCAL HISTORY, PUBLISHES BOOKS ON LOCAL TOPICS, SELLS REPRODUCTIONS OF HISTORICAL IMAGES, HOLDS BOOK SIGNING, HOSTS GUEST SPEAKERS, WORKS WITH LOCAL YOUTHS, CONTRACTS TO PROVIDE HISTORICAL SERVICES, AND MORE.Expenses $64,486 · revenue $12,225
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6111591
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,056,079
- Income (IRS master file)
- $788,403
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $782,882 | $511,900 | $1,056,079 | XML |
| 990 | June 2024 | $491,743 | $494,053 | $777,024 | IRS |
| 990 | June 2023 | $377,179 | $387,670 | $771,595 | XML |
| 990 | June 2022 | $364,941 | $330,231 | $782,698 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-6111591).
Questions about HISTORIAL SOCIETY OF LONG BEACH
- What is the EIN of HISTORIAL SOCIETY OF LONG BEACH?
- The employer identification number (EIN) of HISTORIAL SOCIETY OF LONG BEACH is 95-6111591.
- Is HISTORIAL SOCIETY OF LONG BEACH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to HISTORIAL SOCIETY OF LONG BEACH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIAL SOCIETY OF LONG BEACH 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 HISTORIAL SOCIETY OF LONG BEACH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIAL SOCIETY OF LONG BEACH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HISTORIAL SOCIETY OF LONG BEACH?
- The 990 for the year ended June 30, 2025 names JULIE BARTOLOTTO.
- Who are the officers and directors of HISTORIAL SOCIETY OF LONG BEACH?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $86,130 (JULIE BARTOLOTTO, EXECUTIVE DIRECTOR/CEO).
- How much revenue does HISTORIAL SOCIETY OF LONG BEACH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $782,882, expenses of $511,900 and total assets of $1,056,079 at year end.
Other nonprofits in LONG BEACH
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- CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION EIN 95-6106694 · last filed 990 for 2025
- AQUARIUM OF THE PACIFIC EIN 33-0532354 · last filed 990 for 2024
- LONG BEACH STATE FOUNDATION EIN 45-2163910 · last filed 990 for 2025
- LINC HOUSING CORPORATION EIN 33-0578620 · last filed 990 for 2024
- RETIREMENT HOUSING FOUNDATION EIN 95-2249495 · last filed 990 for 2025
- MENTAL HEALTH AMERICA OF LOS ANGELES EIN 95-1881491 · last filed 990 for 2025
- SCAN DESERT HEALTH PLAN EIN 85-4275186 · last filed 990 for 2024