Civic Intelligence

Montecito Historical Archives Inc

EIN 45-4098476 • 501(c)3 • Santa Barbara, CA

Profile

To create and maintain a repository of historic records for montecito and local area. Educate the public on importance of preserving historic records.

PO Box 5002Santa Barbara, CA 93150

www.montecitohistoricalarchives.org

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

5th percentile

-370%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

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 2020

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-86%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,550

Down $7,876 (-17%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$39,550

Down $7,876 (-17%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$2,165

Down $13,385 (-86%) from 2019

Expenses

Down

$10,167

Down $872 (-7.9%) from 2019

Net Income

Down

-$8,002

Down $12,513 (-277%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$60K$40K$20K$0Assets 2015: $25,274Liabilities 2015: $02015Assets 2016: $20,157Liabilities 2016: $02016Assets 2017: $19,815Net Assets 2017: $19,8152017Assets 2018: $42,915Net Assets 2018: $42,9152018Assets 2019: $47,426Net Assets 2019: $47,4262019Assets 2020: $39,550Net Assets 2020: $39,5502020

Highlighted filing

2020

Assets$39,550
Liabilities-
Net Assets$39,550
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2015: $9,244Expenses 2015: $11,698Net Income 2015: -$2,4542015Revenue 2016: $7,112Expenses 2016: $12,229Net Income 2016: -$5,1172016Revenue 2017: $16,990Expenses 2017: $17,332Net Income 2017: -$3422017Revenue 2018: $30,515Expenses 2018: $7,415Net Income 2018: $23,1002018Revenue 2019: $15,550Expenses 2019: $11,039Net Income 2019: $4,5112019Revenue 2020: $2,165Expenses 2020: $10,167Net Income 2020: -$8,0022020

Highlighted filing

2020

Revenue$2,165
Expenses$10,167
Net Income-$8,002
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,550
Liabilities
-
Net assets
$39,550
Revenue
$2,165
Expenses
$10,167
Net income
-$8,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$39.6$39.6$2.17$10.2$8.00
2019Detailed filing. Detailed filing data is available for this year.$47.4$47.4$15.6$11.0$4.51
2018Detailed filing. Detailed filing data is available for this year.$42.9$42.9$30.5$7.42$23.1
2017Detailed filing. Detailed filing data is available for this year.$19.8$19.8$17.0$17.3$0.34
2016Summary only. Only limited summary data is available for this year.$20.2$0.00$7.11$12.2$5.12
2015Summary only. Only limited summary data is available for this year.$25.3$0.00$9.24$11.7$2.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$4,719
Mission and Program Overview

Mission

To create and maintain a repository of historic records for montecito and local area. Educate the public on importance of preserving historic records.

Program Services

DescriptionGrantsExpenses
GATHER DONATED HISTORICAL DOCUMENTS FOR TEMPORARY STORAGE AND PRESERVATION.--
IN PRIOR YEAR, PRODUCED AND PUBLISHED A BOOK ON MONTECITO HISTORY WITH DONATED PHOTOGRAPHS. SALES OF THE BOOK TO RAISE FUNDS TO FURTHER THE ORGANIZATION'S MISSION.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SOLDOSecretary/Treas-$0--
MARION GREGSTONDirector-$0--
BOB GOELLERVice President-$0--
ERIN GRAFFYDirector-$0--
ALEX GRZYWACKIDirector-$0--
REV JOHN MARTINDirector-$0--
DANA NEWQUISTDirector-$0--
NEAL GRAFFYDirector-$0--
WOODY BARRETTPresident-$0--
KIMBERLY ARICODirector-$0--
Filing and Contact Details

Filer

Filer Name
Montecito Historical Archives Inc
EIN
45-4098476
Phone
8056441040
Address
PO BOX 5002, SANTA BARBARA, CA 93150

Signing Officer

Name
Woody Barrett
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Matthew D Dawson Accountancy Corp
Address
4744 Telephone Road Suite 3-350, Ventura, CA 93003
Preparer
Matthew D Dawson CPA
Phone
8056441040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1535”

Other Expenses.1012

“Insurance $2420”

Other Expenses.2

“Storage $174”

Other Expenses.3

“Bank Charges $96”

Other Assets.1010

“Inventories - Beginning $26593 Inventories - Ending $24039”

Raw XML Appendix175 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/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020833
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA SOLDO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB GOELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN GRAFFY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALEX GRZYWACKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REV JOHN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANA NEWQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NEAL GRAFFY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIMBERLY ARICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026593
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024039
IRS990EZ/OtherChangesInNetAssetsAmt0126
IRS990EZ/OtherExpensesTotalAmt04225
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE AND MAINTAIN A REPOSITORY OF HISTORIC RECORDS FOR MONTECITO AND LOCAL AREA. EDUCATE THE PUBLIC ON IMPORTANCE OF PRESERVING HISTORIC RECORDS.
IRS990EZ/PrintingPublicationsPostageAmt0342
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010167
IRS990EZ/TotalRevenueAmt02165
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOHISTORICALARCHIVES.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066712
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt066712
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06280
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt066712
IRS990ScheduleA/TotalSupportAmt066712
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Storage $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charges $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Inventories - Beginning $26593 Inventories - Ending $24039
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODY BARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTECITO HISTORICAL ARCHIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0454098476
ReturnHeader/Filer/PhoneNum08056441040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5002
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770532171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Matthew D Dawson Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04744 Telephone Road Suite 3-350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093003
ReturnHeader/PreparerPersonGrp/PhoneNum08056441040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matthew D Dawson CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T20:18:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WOODY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRETT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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