Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Dana Point Historical Society
EIN 33-0359288 • 501(c)3 • Dana Point, CA, United States
Pub. 78 Eligible990-N Coverage
Profile
To promote interest in and education about the history and heritage of Dana Point; to conduct and promote research into the history and heritage; to collect and preserve records, data, artifacts, and material pertaining to the history and heritage; to have and to hold, buy and sell such property, both real and personal, as may be necessary to carry out the objective of the Society; and to provide active leadership in the preservation of both public and private historic buildings in Dana Point.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Up$121,623
Up $47,648 (+64%) from 2013
Liabilities
$0
No earlier filing loaded for comparison.
Net Assets
Up$121,623
Up $47,648 (+64%) from 2013
Revenue
Up$88,510
Up $56,734 (+179%) from 2013
Expenses
Up$43,421
Up $15,960 (+58%) from 2013
Net Income
Up$45,089
Up $40,774 (+945%) from 2013
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $121,623
- Liabilities
- $0
- Net assets
- $121,623
- Revenue
- $88,510
- Expenses
- $43,421
- Net income
- $45,089
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Apr 6, 2026
- Return Version
- 2025v4.0
- Gross Receipts
- $101,949
Mission and Program Overview
Mission
To promote interest in and education about the history and heritage of Dana Point; to conduct and promote research into the history and heritage; to collect and preserve records, data, artifacts, and material pertaining to the history and heritage; to have and to hold, buy and sell such property, both real and personal, as may be necessary to carry out the objective of the Society; and to provide active leadership in the preservation of both public and private historic buildings in Dana Point.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Contracted an Archivist to collect and preserve records, data, artifacts and material pertaining to the history and heritage of Dana Point. | $0 | $19,996 |
| Operated a Museum to promote interest in and education about the history and heritage of Dana Point. | $0 | $5,491 |
| Organized proper storage areas for the protection and preservation of historical records and artifacts. | $0 | $5,265 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Marsha LaRusso | President | PT | $0 | - | - |
| Gary Macrides | 1st Vice President | PT | $0 | - | - |
| Jeff Lander | 2nd Vice President | - | $0 | - | - |
| Bob Minty | 3rd Vice President | - | $0 | - | - |
| Heidi Hyde | Recording Secretary | - | $0 | - | - |
| Nancy Jenkins | Corresponding Secretary | - | $0 | - | - |
| Gary Prenovost | Treasurer | PT | $0 | - | - |
| Joel Bishop | Parliamentarian | - | $0 | - | - |
| Elizabeth Bamattre | Director | - | $0 | - | - |
| Judy Henderson | Director | - | $0 | - | - |
| Jim Proett | Director | - | $0 | - | - |
| Barbara Johannes | Director | - | $0 | - | - |
| Keith Johannes | Director | - | $0 | - | - |
| Grant Earl | Director | - | $0 | - | - |
| Rocky Parker | Director | - | $0 | - | - |
| Max Brown | Director | PT | $0 | - | - |
| Robin Valles | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Dana Point Historical Society
- EIN
- 33-0359288
- Phone
- 9492488121
- Address
- PO Box 544, Dana Point, CA 92629
Signing Officer
- Name
- Gary Prenovost
- Title
- Treasurer
- Phone
- 9494446560
- Signed
- 2026-04-06
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 10
“Two College scholarships awarded $2000. Donations given $2400.”
Form 990-EZ, Part I, Line 16
“Description;Amount^Credit card and bank fees;987|Telephone and internet;1744|Office and museum supplies;3656|Museum operations expenses;2353|Insurance expense;2658|Travel and meetings;1761|Dues and subsciptions;313|Miscellaneous;648^Total;14120^”
Raw XML Appendix322 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Gary Macrides |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jeff Lander |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Bob Minty |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Heidi Hyde |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Nancy Jenkins |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Grant Earl |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Rocky Parker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Max Brown |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Robin Valles |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 1st Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 2nd Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | 3rd Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Recording Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Corresponding Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Parliamentarian |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
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| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 14120 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To promote interest in and education about the history and heritage of Dana Point; to conduct and promote research into the history and heritage; to collect and preserve records, data, artifacts, and material pertaining to the history and heritage; to have and to hold, buy and sell such property, both real and personal, as may be necessary to carry out the objective of the Society; and to provide active leadership in the preservation of both public and private historic buildings in Dana Point. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 158 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Contracted an Archivist to collect and preserve records, data, artifacts and material pertaining to the history and heritage of Dana Point. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Operated a Museum to promote interest in and education about the history and heritage of Dana Point. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Organized proper storage areas for the protection and preservation of historical records and artifacts. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 5491 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 5265 |
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| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11029 |
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| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 90000 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 3916 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2657 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 909 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 141 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 30 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 7653 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 18119 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 9733 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 8808 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11609 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3035 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 51304 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 100 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 100 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 3916 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 2657 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 909 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 141 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 30 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 7653 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02659 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.05958 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97341 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.94042 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 280173 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 116033 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 41936 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 44480 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40638 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37086 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 280173 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 119949 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 44593 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 45389 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40779 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 37116 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 287826 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Two College scholarships awarded $2000. Donations given $2400. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^Credit card and bank fees;987|Telephone and internet;1744|Office and museum supplies;3656|Museum operations expenses;2353|Insurance expense;2658|Travel and meetings;1761|Dues and subsciptions;313|Miscellaneous;648^Total;14120^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Gary Prenovost |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9494446560 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-04-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DANA POINT HISTORICAL SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DANA |
| ReturnHeader/Filer/EIN | 0 | 330359288 |
| ReturnHeader/Filer/PhoneNum | 0 | 9492488121 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 544 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Dana Point |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92629 |
| ReturnHeader/ReturnTs | 0 | 2026-04-07T16:07:03-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2025-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-12-31 |
| ReturnHeader/TaxYr | 0 | 2025 |
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