Civic Intelligence

Whittier Historical Society

EIN 23-7208032 • 501(c)3 • Whittier, CA

Pub. 78 Eligible

Profile

Preserve/display historical Whittier artifacts

6755 S Newlin AvenueWhittier, CA 90601

whittiermuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

0.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$771,405

Up $150,054 (+24%) from 2024

Liabilities

Up

$660

Up $49 (+8.0%) from 2024

Net Assets

Up

$770,745

Up $150,005 (+24%) from 2024

Revenue

Up

$315,602

Up $607 (+0.2%) from 2024

Expenses

Down

$182,136

Down $169,245 (-48%) from 2024

Net Income

Up

$133,466

Up $169,852 (+467%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2021: $650,560Liabilities 2021: $225Net Assets 2021: $650,3352021Assets 2022: $569,405Liabilities 2022: $2,479Net Assets 2022: $566,9262022Assets 2023: $633,117Liabilities 2023: $269Net Assets 2023: $632,8482023Assets 2024: $621,351Liabilities 2024: $611Net Assets 2024: $620,7402024Assets 2025: $771,405Liabilities 2025: $660Net Assets 2025: $770,7452025

Highlighted filing

2025

Assets$771,405
Liabilities$660
Net Assets$770,745

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2021: $164,148Expenses 2021: $122,920Net Income 2021: $41,2282021Revenue 2022: $133,735Expenses 2022: $141,023Net Income 2022: -$7,2882022Revenue 2023: $198,889Expenses 2023: $148,727Net Income 2023: $50,1622023Revenue 2024: $314,995Expenses 2024: $351,381Net Income 2024: -$36,3862024Revenue 2025: $315,602Expenses 2025: $182,136Net Income 2025: $133,4662025

Highlighted filing

2025

Revenue$315,602
Expenses$182,136
Net Income$133,466

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$317,483
Mission and Program Overview

Mission

Preserve/display historical Whittier artifacts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$417,263$466,080▲ $48,817
Cash and Non-Interest-Bearing Accounts$63,766$165,418▲ $101,652
Land, Buildings, and Equipment, Net$129,171$128,756▼ $415
Inventories for Sale or Use$11,151$11,151→ $0
Total Assets$621,351$771,405▲ $150,054
Liabilities
Accounts Payable and Accrued Expenses$611$660▲ $49
Total Liabilities$611$660▲ $49
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$620,740$770,745▲ $150,005
Total Net Assets Fund Balance$620,740$770,745▲ $150,005
Total Liabilities and Net Assets / Fund Balance$621,351$771,405▲ $150,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,572$582,518-
Land$121,183--
Equipment$1$106,335-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$417,263$7,500▲ $41,317-$466,080
2023$379,136-▲ $38,127-$417,263
2022$352,038$500▲ $26,598-$379,136
2021$406,987-▼ $54,949-$352,038
2020$334,070$200▲ $72,717-$406,987
Compensation and Service Providers

Board Members and Trustees

NameTitle
David WilliamsonPresident
John MarzyVice President
Rob MarinVice President
Tracy WittmanVice President
Brenda LopezDirector
Bryant BeltranDirector
Gisele JohnsonDirector
Jess MontesDirector
Joe MejiaDirector
Lisa AbbateDirector
Rachel FioreDirector
Sean McAfeeDirector
Virginia BallDirector
Judi HendersonSecretary
Nicholas TeelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$273,622
Program Service Revenue
$0
Investment Income
$24,778
Other Revenue
$17,202
All Other Contributions
$100,934
Change in Net Assets
$133,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,276
Salaries, Compensation, and Employee Benefits$79,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$73,413--$73,413
Other Salaries and Wages$69,835--$69,835
Insurance$15,703--$15,703
Payroll Taxes$6,168--$6,168
Other Employee Benefits$3,857--$3,857
Office Expenses$3,197--$3,197
Information Technology$2,274--$2,274
Fees for Services Accounting$1,377--$1,377
Advertising$1,077--$1,077
Other Expenses$640--$640
All Other Expenses$611--$611
Depreciation Depletion$415--$415
Total Functional Expenses$182,136$0$0$182,136
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Home Tour$12,780$12,780$550$12,230
Halowen Haun$11,652$11,652$4,201$7,451
Total Events$41,227$41,227$6,879$34,348
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Any person is eligible to become a member of the society by joining and paying an annual membership fee.

Member election for additional members Part VI line 7A

The By-laws provide that most of the members of the Board of Directors are elected by the dues paying members.

Governing body decisions Part VI line 7B

Any amendment or revision of the Bylaws which changes the number of Board of Directors, affects the rights of membership to vote or transfer their membership rights, or where the vote of membership is required by law, shall be submitted to the membership for approval.

Form 990 governing body review Part VI line 11

Each member of the Board of Directors was provided a complete copy of Form 990 (with all Schedules attached) and asked for written comments before the return was filed.

Conflict of interest policy compliance Part VI line 12C

Board members receive, sign and return a conflict of interest policy statement each year.

Governing documents etc available to public Part VI line 19

Documents are available at the museum office upon request.

Filing and Contact Details

Filer

Filer Name
Whittier Historical Society
EIN
23-7208032
In Care Of
% Nicholas Teel
Address
6755 S Newlin Avenue, Whittier, CA 90601

Signing Officer

Name
Nicholas Teel
Title
Treasurer
Phone
5627747933
Signed
2025-09-29

Organization Details

Principal Officer
David Williamson
Formed
1970
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
61
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