Civic Intelligence

La Jolla Historical Society

EIN 95-6116290 • 501(c)3 • La Jolla, CA

Profile

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. It balances contemporary and historic perspectives to create understanding and connection.

PO Box 2085La Jolla, CA 92038

lajollahistory.org

Siviq Scores

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

Liabilities / Assets

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.08x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$105,032

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

34th percentile

-0.6%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

0.7%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$5,456,901

Down $32,616 (-0.6%) from 2024

Liabilities

Up

$168,536

Up $30,394 (+22%) from 2024

Net Assets

Down

$5,288,365

Down $63,010 (-1.2%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin26th percentile

Revenue

Up

$2,164,784

Up $14,941 (+0.7%) from 2024

Expenses

Up

$2,271,251

Up $181,064 (+8.7%) from 2024

Net Income

Down

-$106,467

Down $166,123 (-278%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,799,707Liabilities 2012: $20,129Net Assets 2012: $4,779,5782012Assets 2013: $4,791,732Liabilities 2013: $53,510Net Assets 2013: $4,738,2222013Assets 2014: $4,996,501Liabilities 2014: $89,599Net Assets 2014: $4,906,9022014Assets 2015: $4,838,041Liabilities 2015: $59,377Net Assets 2015: $4,778,6642015Assets 2016: $4,846,629Liabilities 2016: $62,677Net Assets 2016: $4,783,9522016Assets 2017: $4,835,415Liabilities 2017: $39,108Net Assets 2017: $4,796,3072017Assets 2018: $4,902,975Liabilities 2018: $67,182Net Assets 2018: $4,835,7932018Assets 2019: $4,893,022Liabilities 2019: $43,586Net Assets 2019: $4,849,4362019Assets 2020: $5,131,673Liabilities 2020: $597,189Net Assets 2020: $4,534,4842020Assets 2021: $5,070,556Liabilities 2021: $549,841Net Assets 2021: $4,520,7152021Assets 2022: $4,824,303Liabilities 2022: $40,621Net Assets 2022: $4,783,6822022Assets 2023: $5,344,049Liabilities 2023: $91,641Net Assets 2023: $5,252,4082023Assets 2024: $5,489,517Liabilities 2024: $138,142Net Assets 2024: $5,351,3752024Assets 2025: $5,456,901Liabilities 2025: $168,536Net Assets 2025: $5,288,3652025

Highlighted filing

2025

Assets$5,456,901
Liabilities$168,536
Net Assets$5,288,365
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $662,130Expenses 2012: $374,286Net Income 2012: $287,8442012Revenue 2013: $346,314Expenses 2013: $409,324Net Income 2013: -$63,0102013Revenue 2014: $535,953Expenses 2014: $393,605Net Income 2014: $142,3482014Revenue 2015: $475,173Expenses 2015: $513,183Net Income 2015: -$38,0102015Revenue 2016: $414,704Expenses 2016: $434,231Net Income 2016: -$19,5272016Revenue 2017: $494,650Expenses 2017: $525,862Net Income 2017: -$31,2122017Revenue 2018: $487,560Expenses 2018: $456,365Net Income 2018: $31,1952018Revenue 2019: $499,977Expenses 2019: $486,115Net Income 2019: $13,8622019Revenue 2020: $386,804Expenses 2020: $711,592Net Income 2020: -$324,7882020Revenue 2021: $570,207Expenses 2021: $655,886Net Income 2021: -$85,6792021Revenue 2022: $1,847,731Expenses 2022: $1,496,725Net Income 2022: $351,0062022Revenue 2023: $2,315,177Expenses 2023: $1,872,202Net Income 2023: $442,9752023Revenue 2024: $2,149,843Expenses 2024: $2,090,187Net Income 2024: $59,6562024Revenue 2025: $2,164,784Expenses 2025: $2,271,251Net Income 2025: -$106,4672025

Highlighted filing

2025

Revenue$2,164,784
Expenses$2,271,251
Net Income-$106,467
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$5,456,901
Liabilities
$168,536
Net assets
$5,288,365
Revenue
$2,164,784
Expenses
$2,271,251
Net income
-$106,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.46$0.17$5.29$2.16$2.27$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.14$5.35$2.15$2.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.34$0.09$5.25$2.32$1.87$0.44
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.04$4.78$1.85$1.50$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.07$0.55$4.52$0.57$0.66$0.09
2020Detailed filing. Detailed filing data is available for this year.$5.13$0.60$4.53$0.39$0.71$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.89$0.04$4.85$0.50$0.49$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.07$4.84$0.49$0.46$0.03
2017Summary only. Only limited summary data is available for this year.$4.84$0.04$4.80$0.49$0.53$0.03
2016Summary only. Only limited summary data is available for this year.$4.85$0.06$4.78$0.41$0.43$0.02
2015Summary only. Only limited summary data is available for this year.$4.84$0.06$4.78$0.48$0.51$0.04
2014Summary only. Only limited summary data is available for this year.$5.00$0.09$4.91$0.54$0.39$0.14
2013Summary only. Only limited summary data is available for this year.$4.79$0.05$4.74$0.35$0.41$0.06
2012Summary only. Only limited summary data is available for this year.$4.80$0.02$4.78$0.66$0.37$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$2,196,170
Mission and Program Overview

Mission

inspires and empowers the community to make La Jollas diverse past a relevant part of contemporary life. preserves and shares La Jollas distinctive sense of place, encourages quality in the urban built environment, and serves as a thriving community resource and gathering place where residents and visitors explore history, art, ideas and culture.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,177,448$4,150,478▼ $26,970
Cash and Non-Interest-Bearing Accounts$803,196$466,959▼ $336,237
Investments in Publicly Traded Securities$408,875$458,194▲ $49,319
Accounts Receivable-$320,907-
Pledges and Grants Receivable$22,517$43,758▲ $21,241
Intangible Assets$29,580--
Prepaid Expenses and Deferred Charges$27,068--
Total Assets$5,489,517$5,456,901▼ $32,616
Other Assets Total$20,833$16,605▼ $4,228
Liabilities
Accounts Payable and Accrued Expenses$76,133$125,442▲ $49,309
Deferred Revenue$41,336$26,615▼ $14,721
Other Liabilities$20,673$16,479▼ $4,194
Total Liabilities$138,142$168,536▲ $30,394
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,017,214$5,199,570▲ $182,356
Net Assets With Donor Restrictions$334,161$88,795▼ $245,366
Total Net Assets Fund Balance$5,351,375$5,288,365▼ $63,010
Total Liabilities and Net Assets / Fund Balance$5,489,517$5,456,901▼ $32,616

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,970,600-$2,970,600
Buildings$1,164,717$458,229$1,622,946
Equipment$15,161$124,717$139,878
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lauren LockhartExecutive DirectorFT$105,032$105,032

Board Members and Trustees

NameTitle
Meg DavisPresident
Ann CraigTrustee
Cari MassaadTrustee
Danielle DeeryTrustee
Dee Yen HickmanTrustee
Hugo Barrera MDTrustee
Jahlel HunterTrustee
Joan GandTrustee
Johnny Bear ContrerasTrustee
Kelly Kish PhDTrustee
Marouane AbdaouiTrustee
Meredith BaratzTrustee
Nick AgelidisTrustee
Oscar RomoTrustee
Susie PiegzaTrustee
Roger SammonSecretary
Mark MuozTreasurer
Laura DuCharme Conboy AIAVP
Revenue and Support

Revenue Composition

Contributions and Grants
$546,940
Program Service Revenue
$1,410,197
Investment Income
$32,646
Other Revenue
$175,001
All Other Contributions
$323,382
Change in Net Assets
$-106,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,164,784
Revenue Not Reported on Form 990
$43,457
Total Revenue per Audited Statements
$2,208,241
Total Revenue per Form 990
$2,164,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,921,719
Salaries, Compensation, and Employee Benefits$349,532
Total Fundraising Expense$34,728
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$614,937--$614,937
Other Expenses$463,372$17,343$4,336$463,372
Fees for Services Management$194,000--$194,000
Other Salaries and Wages$145,373$38,766$9,691$193,830
Current Officers, Directors, Trustees, and Key Employees$78,774$21,006$5,252$105,032
Fees for Services Accounting$18,832$75,969-$94,801
All Other Expenses$72,445$18,061$4,230$94,736
Advertising$79,280--$79,280
Depreciation Depletion$44,583$11,889$2,972$59,444
Information Technology$56,089--$56,089
Occupancy$30,136$8,036$2,009$40,181
Other Employee Benefits$19,997$5,332$1,333$26,662
Payroll Taxes$18,006$4,802$1,200$24,008
Insurance-$17,981-$17,981
Travel$5,705$1,521$380$7,606
Fees for Services Legal$4,550--$4,550
Office Expenses$2,705$721$180$3,606
Conferences and Meetings$2,088$557$139$2,784
Total Functional Expenses$2,002,515$234,008$34,728$2,271,251

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,271,251
Total Expenses per Audited Statements$2,271,251
Total Expenses per Form 990$2,271,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$206,387
Fundraising Direct Expenses$31,386
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cde$206,387$206,387$31,386$175,001
Total Events$206,387$206,387$31,386$175,001
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$16,479
Operating Lease Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 11A

“The review process is done by Finance Committee, outside CPA, and Board of Directors.”

Form 990, Part VI, Section A, Line 12C

“The Board of directors is made aware of the potential conflict of interest, if any of members architectural advice, marketing design work, ideography, tree trimming, or construction assistance on a pro-bono basis, may also perform some professional work for the Society. Satisfaction that any such charges are reasonable and competitive is assured by the Finance Committee, which meets quarterly and monitors all expenditures. In addition, all checks greater than 500 are cosigned by either the President or the Treasurer.”

Form 990, Part VI, Section B, Line 15

“The Executive Director signed a four year contract with the Society in 2016. he compensation of the Executive Director were reviewed and approved by the Board in 2016.”

Form 990, Part VI, Section C, Line 19

“These documents are available exclusively by request. The organization makes audited financial statements available on its website.”

Form 990, Part VI, Section C, Line 18

“the organization makes its Forms available to the public on Guidestar, the Registry of Charitable Trusts, Charity Navigator and also upon request.”

Filing and Contact Details

Filer

Filer Name
La Jolla Historical Society
EIN
95-6116290
Phone
8584595335
Address
PO Box 2085, La Jolla, CA 92038

Signing Officer

Name
Lauren Lockhart
Title
Executive Director
Phone
8584595335
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Lockhart
Formed
1964
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
12
Volunteers
100

Preparer

Firm
Sonnenberg & Company CPAs
Address
5190 Governor Dr 201, San Diego, CA 92122
Preparer
Leonard C Sonnenberg
Phone
8584575252
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Event production 237,923 Graphic, design photography 140,073 Musician, artists, creators 64,342 Art packing storage 60,060 Hospitality 15,340 Cleaning service 8,650 Development 6300 others 82,249”

Raw XML AppendixShowing 400 of 574 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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