HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA

EIN: 956006121 501(c)(3) Arts, Culture & Humanities

AGOURA HILLS, CA

Total Revenue
$167,089
Total Expenses
$76,229
Total Assets
$1,709,683
Net Assets
$1,709,141
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1883
Legal Domicile
CA
Principal Officer
LAUREN LEVY
Phone
3232220546
Tax Period
2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA, founded in 1883, is a small nonprofit in the Arts, Culture & Humanities sector that reported $167K in total revenue in fiscal year 2024. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 54% operating margin.

Mission

THE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA (HSSC) SEEKS TO CONNECT PEOPLE TO (CONT. SCH. O) (CONTINUED) THEIR PAST AND TO THE PLACES THEY LIVE BY COMBINING INCLUSIVE HISTORICAL SCHOLARSHIP AND COMMUNITY ENGAGEMENT TO EXPLORE AND DISSEMINATE THE COMPLEX MULTICULTURAL HISTORY OF SOUTHERN CALIFORNIA AND THE WEST. FOUNDED IN 1883, THE HSSC IS A MEMBERSHIP-DRIVEN, NONPROFIT ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $111,475
Program Service Revenue $0
Investment Income $55,614
Other Revenue $0
TOTAL REVENUE $167,089

Expense Breakdown

Grants Paid $0
Salaries & Benefits $25,624
Fundraising Expenses $7,018
Program Expenses $37,689
Other Expenses $50,605
TOTAL EXPENSES $76,229

Year-over-Year Comparison

2024 2023 Change
Revenue $167,089 $84,104 +1.0%
Expenses $76,229 $98,020 -0.2%
Net Income $90,860 $-13,916 -7.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
1
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$23,400
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN DENNIS DIRECTOR (TO FEB. 2024) 1.00
Director
$0 $0 $0
DAVID HAYES-BAUTISTA DIRECTOR 1.00
Director
$0 $0 $0
MARGUERITE PEGGY RENNER 2ND VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
DONNA C SCHUELE DIRECTOR (TO DEC. 2024) 1.00
Director
$0 $0 $0
JIM TRANQUADA PRESIDENT/SECRETARY 1.00
Officer Director
$0 $0 $0
EILEEN V WALLIS 1ST VICE PRESIDENT (TO DEC. 2024) 1.00
Officer Director
$0 $0 $0
DONNA NICOL DIRECTOR 1.00
Director
$0 $0 $0
CAROL PARK DIRECTOR 1.00
Director
$0 $0 $0
JORGE MUNOZ DIRECTOR 1.00
Director
$0 $0 $0
CITLALI SOSA-RIDDELL DIRECTOR (FROM JUL. 2024) 1.00
Director
$0 $0 $0
LAUREN LEVY EXECUTIVE DIRECTOR 20.00
Officer
$23,400 $0 $23,400
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $167,089 $76,229 $1,709,683 $90,860
2023 $84,104 $98,020 $1,530,539 $-13,916
2022 $65,619 $99,052 $1,441,803 $-33,433
2021 $100,372 $95,521 $1,700,191 $4,851
2020 $83,607 $108,894 $1,600,634 $-25,287
2019 $85,468 $146,874 $1,592,043 $-61,406
2018 $97,804 $109,308 $1,500,402 $-11,504
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