Civic Intelligence

Newport Beach Historical Society

EIN 47-3296036 • 501(c)3 • Newport Beach, CA

Profile

Assemble and preserve historical records

PO Box 8814Newport Beach, CA 92658

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,573

Down $3,445 (-20%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,573

Down $3,445 (-20%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$28,463

Down $14,410 (-34%) from 2024

Expenses

Down

$31,908

Down $5,048 (-14%) from 2024

Net Income

Down

-$3,445

Down $9,362 (-158%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$30K$20K$10K$0Assets 2015: $2,517Liabilities 2015: $02015Assets 2016: $1,571Net Assets 2016: $1,5712016Assets 2017: $6,095Net Assets 2017: $6,0952017Assets 2018: $19,724Net Assets 2018: $19,7242018Assets 2019: $24,547Net Assets 2019: $24,5472019Assets 2020: $20,727Net Assets 2020: $20,7272020Assets 2021: $20,963Net Assets 2021: $20,9632021Assets 2022: $14,962Net Assets 2022: $14,9622022Assets 2023: $11,101Net Assets 2023: $11,1012023Assets 2024: $17,018Net Assets 2024: $17,0182024Assets 2025: $13,573Net Assets 2025: $13,5732025

Highlighted filing

2025

Assets$13,573
Liabilities-
Net Assets$13,573
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $3,945Expenses 2015: $1,428Net Income 2015: $2,5172015Revenue 2016: $11,741Expenses 2016: $12,687Net Income 2016: -$9462016Revenue 2017: $19,363Expenses 2017: $14,839Net Income 2017: $4,5242017Revenue 2018: $28,107Expenses 2018: $14,478Net Income 2018: $13,6292018Revenue 2019: $20,054Expenses 2019: $15,231Net Income 2019: $4,8232019Revenue 2020: $7,525Expenses 2020: $11,345Net Income 2020: -$3,8202020Revenue 2021: $14,284Expenses 2021: $14,048Net Income 2021: $2362021Revenue 2022: $6,633Expenses 2022: $12,634Net Income 2022: -$6,0012022Revenue 2023: $15,069Expenses 2023: $18,930Net Income 2023: -$3,8612023Revenue 2024: $42,873Expenses 2024: $36,956Net Income 2024: $5,9172024Revenue 2025: $28,463Expenses 2025: $31,908Net Income 2025: -$3,4452025

Highlighted filing

2025

Revenue$28,463
Expenses$31,908
Net Income-$3,445
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,573
Liabilities
-
Net assets
$13,573
Revenue
$28,463
Expenses
$31,908
Net income
-$3,445
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.6$13.6$28.5$31.9$3.45
2024Detailed filing. Detailed filing data is available for this year.$17.0$17.0$42.9$37.0$5.92
2023Detailed filing. Detailed filing data is available for this year.$11.1$11.1$15.1$18.9$3.86
2022Detailed filing. Detailed filing data is available for this year.$15.0$15.0$6.63$12.6$6.00
2021Detailed filing. Detailed filing data is available for this year.$21.0$21.0$14.3$14.0$0.24
2020Detailed filing. Detailed filing data is available for this year.$20.7$20.7$7.53$11.3$3.82
2019Detailed filing. Detailed filing data is available for this year.$24.5$24.5$20.1$15.2$4.82
2018Detailed filing. Detailed filing data is available for this year.$19.7$19.7$28.1$14.5$13.6
2017Detailed filing. Detailed filing data is available for this year.$6.10$6.10$19.4$14.8$4.52
2016Detailed filing. Detailed filing data is available for this year.$1.57$1.57$11.7$12.7$0.95
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$3.95$1.43$2.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$28,463
Mission and Program Overview

Mission

Assemble and preserve historical records

Program Services

DescriptionGrantsExpenses
ASSEMBLE AND PRESERVE HISTORICAL RECORDS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNIE SVALSTADPresident-$0--
TIM BROWNVice President-$0--
JOHN SCHRAMVice President-$0--
LENARD DAVISSecretary-$0--
EMILY SABATASOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Newport Beach Historical Society
EIN
47-3296036
Address
PO BOX 8814, NEWPORT BEACH, CA 92658

Signing Officer

Name
Bernie Svalstad
Title
President
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Peter D Finch An Accountancy Corporation
Address
1601 Dove Street Suite 126, Newport Beach, CA 92660
Preparer
Peter D Finch
Phone
9492509025
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $5485”

Other Expenses.1012

“Insurance $1346”

Other Expenses.1

“OTHER COSTS $4874”

Other Expenses.2

“OPERATIONAL COSTS $4105”

Other Expenses.3

“BALBOA MUSEUM $1098”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $2848 Pledges and Grants Receivable - Ending $4893”

Raw XML Appendix152 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0EMILY SABATASO
IRS990EZ/BooksInCareOfDetail/PhoneNum09496445908
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01412 SANDCASTLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORONA DEL MAR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092625
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014170
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08680
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt028463
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3445
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017018
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013573
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt028463
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017018
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017018
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013573
IRS990EZ/OccupancyRentUtltsAndMaintAmt015000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BERNIE SVALSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN SCHRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LENARD DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EMILY SABATASO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02848
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04893
IRS990EZ/OtherExpensesTotalAmt016908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSEMBLE AND PRESERVE HISTORICAL RECORDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLE AND PRESERVE HISTORICAL RECORDS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031908
IRS990EZ/TotalRevenueAmt028463
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08250
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt08250
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/Total509Grp/TotalAmt08250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $5485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER COSTS $4874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OPERATIONAL COSTS $4105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BALBOA MUSEUM $1098
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Pledges and Grants Receivable - Beginning $2848 Pledges and Grants Receivable - Ending $4893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1006
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BERNIE SVALSTAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORT BEACH HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0473296036
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8814
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092658
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953492663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter D Finch An Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 Dove Street Suite 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09492509025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER D FINCH
ReturnHeader/ReturnTs02025-12-22T15:47:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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