Civic Intelligence

Santa Maria Valley Historical Society

EIN 23-7087913 • 501(c)3 • Santa Maria, CA

Profile

To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.

616 South BroadwaySanta Maria, CA 93454

santamariahistory.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

58th percentile

6.1%

Higher net margin than 58% 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

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$95,795

Up $2,444 (+2.6%) from 2020

Liabilities

$709

No earlier filing loaded for comparison.

Net Assets

Up

$95,086

Up $1,735 (+1.9%) from 2020

Operations
Liabilities / Revenue63rd percentileNet Margin58th percentile

Revenue

Up

$50,537

Up $13,158 (+35%) from 2020

Expenses

Up

$48,518

Up $1,911 (+4.1%) from 2020

Net Income

Up

$2,019

Up $11,247 (+122%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2015: $131,373Liabilities 2015: $1,550Net Assets 2015: $129,8232015Assets 2016: $124,609Liabilities 2016: $1,161Net Assets 2016: $123,4482016Assets 2017: $114,162Liabilities 2017: $1,148Net Assets 2017: $113,0142017Assets 2018: $101,643Net Assets 2018: $101,6432018Assets 2019: $102,579Net Assets 2019: $102,5792019Assets 2020: $93,351Net Assets 2020: $93,3512020Assets 2022: $95,795Liabilities 2022: $709Net Assets 2022: $95,0862022

Highlighted filing

2022

Assets$95,795
Liabilities$709
Net Assets$95,086
Open 2022 Filing

Operations Trend

Revenue Growth40th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2015: $52,633Expenses 2015: $52,312Net Income 2015: $3212015Revenue 2016: $44,348Expenses 2016: $50,723Net Income 2016: -$6,3752016Revenue 2017: $47,019Expenses 2017: $57,453Net Income 2017: -$10,4342017Revenue 2018: $53,131Expenses 2018: $64,502Net Income 2018: -$11,3712018Revenue 2019: $52,043Expenses 2019: $51,107Net Income 2019: $9362019Revenue 2020: $37,379Expenses 2020: $46,607Net Income 2020: -$9,2282020Revenue 2022: $50,537Expenses 2022: $48,518Net Income 2022: $2,0192022

Highlighted filing

2022

Revenue$50,537
Expenses$48,518
Net Income$2,019
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$95,795
Liabilities
$709
Net assets
$95,086
Revenue
$50,537
Expenses
$48,518
Net income
$2,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.01$0.95$0.51$0.49$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.93$0.37$0.47$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.52$0.51$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$0.53$0.65$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.47$0.57$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.23$0.44$0.51$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.02$1.30$0.53$0.52$0.00
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 12, 2020
Return Version
2019v5.0
Gross Receipts
$56,691
Mission and Program Overview

Mission

To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.

Program Services

DescriptionGrantsExpenses
To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brooke BradleyPresident-$0--
Jim ZemaitisPast Pres-$0--
Dave Cross1st VP-$0--
Pam PaxtonSecretary-$0--
Sharon FrizzellTreasurer-$0--
Jim EnosComm Officer-$0--
Edward HazardMember-$0--
Kathy WildingMember-$0--
JoAnn McBrideMember-$0--
Cheryl MorrisMember-$0--
Manning SemiatinMember-$0--
Monica WrightMember-$0--
Filing and Contact Details

Filer

Filer Name
Santa Maria Valley Historical Society
EIN
23-7087913
Phone
8059223130
Address
616 South Broadway, Santa Maria, CA 93454

Signing Officer

Name
Sharon Frizzell
Title
Treasurer
Signed
2020-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Miscellaneous $27”

Other Expenses.1009

“Depreciation $1280”

Other Expenses.1012

“Insurance $1087”

Other Expenses.1

“OUTSIDE SERVICES $2743”

Other Expenses.2

“Utilities $2634”

Other Expenses.3

“Telephone $2070”

Other Expenses.4

“Supplies $2020”

Other Expenses.5

“Janitorial $1200”

Other Expenses.6

“WORKMENS COMP $924”

Other Expenses.7

“Dues & subscriptions $387”

Other Expenses.8

“Repairs & maintenance $368”

Other Expenses.9

“SECURITY $360”

Other Expenses.12

“Tax and licenses $45”

Other Expenses.13

“Other payroll expenses $19”

Other Assets.1002

“Furniture and Fixtures - Beginning $13473 Furniture and Fixtures - Ending $12396”

Other Assets.1003

“Machinery and Equipment - Beginning $1004 Machinery and Equipment - Ending $801”

Raw XML Appendix213 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/USAddress/CityNm0Santa Maria
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/GrossSalesOfInventoryAmt03009
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02652
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101643
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brooke Bradley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jim Zemaitis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dave Cross
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Pam Paxton
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jim Enos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Edward Hazard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kathy Wilding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JoAnn McBride
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Cheryl Morris
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Monica Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21st VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Comm Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014477
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013197
IRS990EZ/OtherExpensesTotalAmt015137
IRS990EZ/OtherRevenueTotalAmt027
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.
IRS990EZ/PrintingPublicationsPostageAmt0217
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To preserve and enhance the history of the Santa Maria Valley through the collection, preservation, and display of items of historical significance.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033353
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03195
IRS990EZ/SpecialEventsNetIncomeLossAmt0-263
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt051107
IRS990EZ/TotalRevenueAmt052043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0santamariahistory.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038304
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt028609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0194120
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0305
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93990
IRS990ScheduleA/PublicSupportPY170Pct00.88770
IRS990ScheduleA/PublicSupportTotal170Amt0194120
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0194120
IRS990ScheduleA/TotalSupportAmt0206525
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous $27
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1087
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $2743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities $2634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $2070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $2020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Janitorial $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WORKMENS COMP $924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DUES & SUBSCRIPTIONS $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIRS & MAINTENANCE $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SECURITY $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Tax and licenses $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Other payroll expenses $19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Furniture and Fixtures - Beginning $13473 Furniture and Fixtures - Ending $12396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $1004 Machinery and Equipment - Ending $801
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sharon Frizzell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Maria Valley Historical Society
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0237087913
ReturnHeader/Filer/PhoneNum08059223130
ReturnHeader/Filer/USAddress/AddressLine1Txt0616 South Broadway
ReturnHeader/Filer/USAddress/CityNm0Santa Maria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093454
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Levy CPA
ReturnHeader/ReturnTs02020-03-12T11:52:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits