La Jolla Historical Society (EIN 956116290) - 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

1964

Legal Domicile

Principal Officer

Lauren Lockhart

Phone

8584595335

Tax Period

2023-07-01 to 2024-06-30

La Jolla Historical Society, founded in 1964, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Net assets of $5.4M represent 30 months of operating reserves.

Mission

La Jolla Historical Society celebrates the history and culture of this region along the waters edge through interdisciplinary programs, exhibitions, and research that challenge expectations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $655,971

Program Service Revenue $1,452,979

Investment Income $38,584

Other Revenue $2,309

TOTAL REVENUE $2,149,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,471

Fundraising Expenses $26,621

Program Expenses $1,849,568

Other Expenses $1,770,716

TOTAL EXPENSES $2,090,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,149,843	$2,315,177	-0.1%
Expenses	$2,090,187	$1,872,202	+0.1%
Net Income	$59,656	$442,975	-0.9%

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

100

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lauren Lockhart	Executive Director	040.00	Officer	$100,000	$0	$100,000
Meg Davis	President	012.00	Officer Director	$0	$0	$0
Laura DuCharme Conboy AIA	VP	012.00	Officer Director	$0	$0	$0
Roger Sammon	Secretary	008.00	Officer Director	$0	$0	$0
Mark Muoz	Treasurer	008.00	Officer Director	$0	$0	$0
Marouane Abdaoui	Trustee	001.00	Director	$0	$0	$0
Nick Agelidis	Trustee	001.00	Director	$0	$0	$0
Meredith Baratz	Trustee	001.00	Director	$0	$0	$0
Hugo Barrera MD	Trustee	001.00	Director	$0	$0	$0
Johnny Bear Contreras	Trustee	001.00	Director	$0	$0	$0
Ann Craig	Trustee	001.00	Director	$0	$0	$0
Danielle Deery	Trustee	001.00	Director	$0	$0	$0
Dee Yen Hickman	Trustee	001.00	Director	$0	$0	$0
Jahlel Hunter	Trustee	001.00	Director	$0	$0	$0
Kelly Kish PhD	Trustee	001.00	Director	$0	$0	$0
Cari Massaad	Trustee	001.00	Director	$0	$0	$0
Oscar Romo	Trustee	001.00	Director	$0	$0	$0
Karen Roque	Trustee	001.00	Director	$0	$0	$0
Susie Piegza	Trustee	001.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$2,149,843	$2,090,187	$5,489,517	$59,656
2023	$2,315,177	$1,872,202	$5,344,049	$442,975
2022	$1,847,731	$1,496,725	$4,824,303	$351,006
2021	$570,207	$655,886	$5,070,556	$-85,679
2020	$386,804	$711,592	$5,131,673	$-324,788
2019	$499,977	$486,115	$4,893,022	$13,862

La Jolla Historical Society