HISTORICAL SOCIETY OF LONG BEACH (EIN 956111591) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

JULIE BARTOLOTTO

Phone

5624242220

Tax Period

2024-07-01 to 2025-06-30

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.

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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $653,566

Program Service Revenue $101,554

Investment Income $15,537

Other Revenue $12,225

TOTAL REVENUE $782,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $350,449

Fundraising Expenses $25,496

Program Expenses $358,395

Other Expenses $161,451

TOTAL EXPENSES $511,900

Year-over-Year Comparison

	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%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$96,717

Total Directors

Key Employees

Highest Compensated

reported

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

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
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

HISTORICAL SOCIETY OF LONG BEACH