LONG BEACH, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HISTORICAL SOCIETY OF LONG BEACH, founded in 1962, is a small nonprofit that reported $783K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $271K, a strong 35% operating margin.
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.
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...
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 OVER ONE MILLION HISTORICAL DOCUMENTS, ARTIFACTS, PHOTOGRAPHIC IMAGES, BOOKS, EPHEMERA, AND OTHER ITEMS ARE COLLECTED CATALOGED AND PRESERVED FOR THE BENEFIT OF THE PUBLIC.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.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $782,882 | $491,743 | +0.6% |
| Expenses | $511,900 | $494,053 | +0.0% |
| Net Income | $270,982 | $-2,310 | -118.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MICHAEL SOUTAR | PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| BRANDON WERTS | VICE PRESIDENT | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ROXANNE PATMOR | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| STEVE GRASSBAUGH | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MELANIE WERTS | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| EVAN A BRAUDE | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JESSE LOPEZ | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| OLIVIA MAISER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RON MAHAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES MATTHIS | DIRECTOR (UNTIL 01/31/25) | 1.00 |
Director
|
$0 | $0 | $0 |
| MAUREEN NEELEY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MIHIR PANDYA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID ZANATTA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BIANCA VILLANUEVA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SUSAN NEEDHAM | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JULIE BARTOLOTTO | EXECUTIVE DIRECTOR/CEO | 40.00 |
Officer
|
$86,130 | $10,587 | $96,717 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $782,882 | $511,900 | $1,056,079 | $270,982 |
| 2024 | $491,743 | $494,053 | $777,024 | $-2,310 |
| 2023 | $377,179 | $387,670 | $771,595 | $-10,491 |
| 2022 | $364,941 | $330,231 | $782,698 | $34,710 |
| 2021 | $237,434 | $208,746 | $788,953 | $28,688 |
| 2020 | $231,981 | $302,167 | $764,162 | $-70,186 |
| 2019 | $342,716 | $276,680 | $774,534 | $66,036 |
| 2018 | $458,780 | $417,748 | $326,696 | $41,032 |
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