Civic Intelligence

Santa Ana Historical Preservation

EIN 23-7407248 • 501(c)3 • Santa Ana, CA

Profile

Maintained and continued restoration work, managed and administered the early 1889 built Victorian-Style Dr. Willella Howe-Waffle House as a vintage house and medical museum open to the public. Dr. Willella was one of the first female physicians in Orange County during the late 1800s.

120 Civic Center Drive WestSanta Ana, CA 92701-7505

www.santaanahistory.com

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-116%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

85%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$304,859

Down $84,773 (-22%) from 2023

Liabilities

Up

$3,713

Up $3,124 (+530%) from 2023

Net Assets

Down

$301,146

Down $87,897 (-23%) from 2023

Operations
Liabilities / Revenue78th percentileNet Margin9th percentile

Revenue

Up

$75,574

Up $34,746 (+85%) from 2023

Expenses

Up

$163,471

Up $135,386 (+482%) from 2023

Net Income

Down

-$87,897

Down $100,640 (-790%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2014: $367,767Liabilities 2014: $2,714Net Assets 2014: $365,0532014Assets 2015: $369,142Liabilities 2015: $1,884Net Assets 2015: $367,2582015Assets 2016: $364,884Liabilities 2016: $146Net Assets 2016: $364,7382016Assets 2017: $350,647Liabilities 2017: $1,146Net Assets 2017: $349,5012017Assets 2018: $362,204Liabilities 2018: $1,156Net Assets 2018: $361,0482018Assets 2019: $365,322Liabilities 2019: $1,528Net Assets 2019: $363,7942019Assets 2020: $346,035Liabilities 2020: $606Net Assets 2020: $345,4292020Assets 2021: $361,569Liabilities 2021: $1,940Net Assets 2021: $359,6292021Assets 2022: $396,955Liabilities 2022: $20,655Net Assets 2022: $376,3002022Assets 2023: $389,632Liabilities 2023: $589Net Assets 2023: $389,0432023Assets 2024: $304,859Liabilities 2024: $3,713Net Assets 2024: $301,1462024

Highlighted filing

2024

Assets$304,859
Liabilities$3,713
Net Assets$301,146
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$200K$0-$200KRevenue 2014: $336,838Expenses 2014: $25,638Net Income 2014: $311,2002014Revenue 2015: $27,492Expenses 2015: $25,287Net Income 2015: $2,2052015Revenue 2016: $30,296Expenses 2016: $32,816Net Income 2016: -$2,5202016Revenue 2017: $27,332Expenses 2017: $42,569Net Income 2017: -$15,2372017Revenue 2018: $35,617Expenses 2018: $24,070Net Income 2018: $11,5472018Revenue 2019: $23,834Expenses 2019: $21,088Net Income 2019: $2,7462019Revenue 2020: $42,527Expenses 2020: $60,892Net Income 2020: -$18,3652020Revenue 2021: $34,677Expenses 2021: $20,843Net Income 2021: $13,8342021Revenue 2022: $75,479Expenses 2022: $59,206Net Income 2022: $16,2732022Revenue 2023: $40,828Expenses 2023: $28,085Net Income 2023: $12,7432023Revenue 2024: $75,574Expenses 2024: $163,471Net Income 2024: -$87,8972024

Highlighted filing

2024

Revenue$75,574
Expenses$163,471
Net Income-$87,897
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,859
Liabilities
$3,713
Net assets
$301,146
Revenue
$75,574
Expenses
$163,471
Net income
-$87,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.04$3.01$0.76$1.63$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.01$3.89$0.41$0.28$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.21$3.76$0.75$0.59$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.02$3.60$0.35$0.21$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.01$3.45$0.43$0.61$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.02$3.64$0.24$0.21$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.01$3.61$0.36$0.24$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.01$3.50$0.27$0.43$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.30$0.33$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.02$3.67$0.27$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.03$3.65$3.37$0.26$3.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$75,855
Mission and Program Overview

Mission

Maintained and continued restoration work, managed and administered the early 1889 built Victorian-Style Dr. Willella Howe-Waffle House as a vintage house and medical museum open to the public. Dr. Willella was one of the first female physicians in Orange County during the late 1800s.

Program Services

DescriptionGrantsExpenses
Maintained and continued restoration work, managed and administered the early 1889 built Victorian-Style Dr. Willella Howe-Waffle House as a vintage house and medical museum open to the public. Dr. Willella was one of the first female physicians in Orange County during the late 1800s.$0$163,471
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nan LiebsackPresident/ DirectorPT$0--
Maryann RamirezSecretary/ Director-$0--
Maxine SchmidlTreasurer/ DirectorPT$0--
Jessica BascianoVice President/ Director-$0--
Lynn WarnerDirector-$0--
Marilyn MandellDirector-$0--
Pauline HalloranDirector-$0--
Noah WrightDirector-$0--
Louise HoffmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Ana Historical Preservation
EIN
23-7407248
Phone
7145479645
Address
120 CIVIC CENTER DRIVE WEST, SANTA ANA, CA 92701-7505

Signing Officer

Name
Maxine Schmidl
Title
Treasurer
Phone
7147669251
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Edward A Rose Jr CPA PC
Address
3027 Marina Bay Drive Suite 208, League City, TX 77573
Preparer
Edward A Rose Jr CPA
Phone
7135816029
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Orange County Credit Union. Amount: 21. Description: Vanguard Dividends. Amount: 10,505. Description: Capital Gains Distributions. Amount: 12,709. Description: Sale of Vanguard Securities. Amount: 22,313. Total Included on Form 990-EZ, line 4: 45,548.”

Form 990-EZ, Part I, Line 7 - Sales of Inventory

“Income: Gross Receipts: 3,334. Returns and Allowances: 0. Less Cost of Goods Sold: 281. Gross Profit: 3,053. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 281. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 281.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Facilities. Amount: 420.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Meeting Expense. Amount: 56. Description: Insurance. Amount: 2,337. Description: Telephone. Amount: 1,635. Description: Program and Event Expenses. Amount: 3,771. Description: Newsletter and Website. Amount: 2,143. Description: Supplies. Amount: 449. Description: SAFM Expenses. Amount: 415. Description: Contract Services. Amount: 9,597. Description: Bank,Card Fees,and Account Fees. Amount: 696. Description: Licenses and Permits. Amount: 20. Description: Postage. Amount: 912. Description: Sales Tax. Amount: 148. Description: Utilities. Amount: 2,756. Description: Miscellaneous. Amount: 270. Description: Printing and Copying. Amount: 54. Description: Tax Fees. Amount: 25. Description: Internal Recognition. Amount: 262. Total to Form 990-EZ, line 16: 25,546.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Vanguard Brokerage. Beg. of Year Amount: 0. End of Year Amount: 282,756.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Accounts Payable. Beg. of Year Amount: 397. End of Year Amount: 1,462. Description: Credit Cards. Beg. of Year Amount: 192. End of Year Amount: 2,251.”

Raw XML Appendix224 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/PhoneNum07148758982
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0120 Civic Center Drive West
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Ana
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092701
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt03053
IRS990EZ/GrossReceiptsAmt075855
IRS990EZ/GrossSalesOfInventoryAmt03334
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0389043
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0389043
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0301146
IRS990EZ/OccupancyRentUtltsAndMaintAmt0137925
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nan Liebsack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maryann Ramirez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maxine Schmidl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jessica Basciano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lynn Warner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marilyn Mandell
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Noah Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Louise Hoffman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/ Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/ Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer/ Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President/ Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0282756
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025546
IRS990EZ/OtherRevenueTotalAmt0420
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Maintained and continued restoration work, managed and administered the early 1889 built Victorian-Style Dr. Willella Howe-Waffle House as a vintage house and medical museum open to the public. Dr. Willella was one of the first female physicians in Orange County during the late 1800s.
IRS990EZ/ProgramServiceRevenueAmt015256
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintained and continued restoration work, managed and administered the early 1889 built Victorian-Style Dr. Willella Howe-Waffle House as a vintage house and medical museum open to the public. Dr. Willella was one of the first female physicians in Orange County during the late 1800s.
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0163471
IRS990EZ/TotalProgramServiceExpensesAmt0163471
IRS990EZ/TotalRevenueAmt075574
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.SantaAnaHistory.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt09978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043138
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021340
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt045968
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IRS990ScheduleA/InvestmentIncomeCYPct00.37150
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03767
IRS990ScheduleA/OtherIncome509Grp/TotalAmt012721
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.66260
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Orange County Credit Union. Amount: 21. Description: Vanguard Dividends. Amount: 10,505. Description: Capital Gains Distributions. Amount: 12,709. Description: Sale of Vanguard Securities. Amount: 22,313. Total Included on Form 990-EZ, line 4: 45,548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Income: Gross Receipts: 3,334. Returns and Allowances: 0. Less Cost of Goods Sold: 281. Gross Profit: 3,053. Cost of Goods Sold: Inventory at Beginning of Year: 0. Merchandise Purchased: 281. Cost of Labor: 0. Materials and Supplies: 0. Other Costs: 0. Inventory at End of Year: 0. Cost of Goods Sold: 281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Facilities. Amount: 420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Meeting Expense. Amount: 56. Description: Insurance. Amount: 2,337. Description: Telephone. Amount: 1,635. Description: Program and Event Expenses. Amount: 3,771. Description: Newsletter and Website. Amount: 2,143. Description: Supplies. Amount: 449. Description: SAFM Expenses. Amount: 415. Description: Contract Services. Amount: 9,597. Description: Bank,Card Fees,and Account Fees. Amount: 696. Description: Licenses and Permits. Amount: 20. Description: Postage. Amount: 912. Description: Sales Tax. Amount: 148. Description: Utilities. Amount: 2,756. Description: Miscellaneous. Amount: 270. Description: Printing and Copying. Amount: 54. Description: Tax Fees. Amount: 25. Description: Internal Recognition. Amount: 262. Total to Form 990-EZ, line 16: 25,546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Vanguard Brokerage. Beg. of Year Amount: 0. End of Year Amount: 282,756.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: Accounts Payable. Beg. of Year Amount: 397. End of Year Amount: 1,462. Description: Credit Cards. Beg. of Year Amount: 192. End of Year Amount: 2,251.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 7 - Sales of Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Maxine Schmidl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07147669251
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA ANA HISTORICAL PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0237407248
ReturnHeader/Filer/PhoneNum07145479645
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 CIVIC CENTER DRIVE WEST
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0927017505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330916692
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edward A Rose Jr CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03027 Marina Bay Drive Suite 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0League City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077573
ReturnHeader/PreparerPersonGrp/PhoneNum07135816029
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward A Rose Jr CPA
ReturnHeader/ReturnTs02025-11-05T21:24:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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