Civic Intelligence

Montecito Historical Archives Inc

990EZ • Fiscal year 2017 • EIN 45-4098476

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.MONTECITOHISTORICALARCHIVES.ORG
4744 Telephone Road Suite 3-350Ventura, CA 93003

(805) 644-1040

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

35th percentile

-2.0%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,815

Down $342 (-1.7%) from 2016

Net Assets

$19,815

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin35th percentile

Revenue

Up

$16,990

Up $9,878 (+139%) from 2016

Expenses

Up

$17,332

Up $5,103 (+42%) from 2016

Net Income

Up

-$342

Up $4,775 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$19,815
Liabilities-
Net Assets$19,815
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$16,990
Expenses$17,332
Net Income-$342
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$16,990
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.$13,500-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA NEWQUISTPresident-$0--
SCOTT ALLENDirector-$0--
JAMES TERZIANSecretary-$0--
MATTHEW DAWSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Montecito Historical Archives Inc
EIN
45-4098476
Phone
8056441040
Address
4744 TELEPHONE ROAD SUITE 3-350, VENTURA, CA 93003

Signing Officer

Name
Matthew Dawson
Title
Treasurer
Signed
2018-11-15
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 Revenue.1

“REFUNDED BANK FEES $68”

Other Expenses.1001

“Advertising and Promotion $45”

Other Expenses.1002

“Office Expenses $2403”

Other Expenses.1012

“Insurance $238”

Other Expenses.1

“Hard drive $81”

Other Expenses.2

“Meetings $59”

Other Expenses.3

“Check Printing Fees $46”

Other Expenses.4

“Check Imaging Fees $43”

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MATTHEW DAWSON CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08056441040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04744 TELEPHONE ROAD SUITE 3-350
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0VENTURA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019815
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015432
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-342
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07917
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019815
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01490
IRS990EZ/GrossReceiptsAmt016990
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt01490
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019815
IRS990EZ/OccupancyRentUtltsAndMaintAmt06500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANA NEWQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES TERZIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MATTHEW DAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02915
IRS990EZ/OtherRevenueTotalAmt068
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GATHER DONATED HISTORICAL DOCUMENTS FOR TEMPORARY STORAGE AND PRESERVATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017332
IRS990EZ/TotalProgramServiceExpensesAmt013500
IRS990EZ/TotalRevenueAmt016990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOHISTORICALARCHIVES.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027813
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt027813
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027813
IRS990ScheduleA/TotalSupportAmt027813
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUNDED BANK FEES $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hard drive $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meetings $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Check Printing Fees $46
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Check Imaging Fees $43
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW DAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTECITO HISTORICAL ARCHIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0454098476
ReturnHeader/Filer/PhoneNum08056441040
ReturnHeader/Filer/USAddress/AddressLine1Txt04744 TELEPHONE ROAD SUITE 3-350
ReturnHeader/Filer/USAddress/CityNm0VENTURA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093003
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/ReturnTs02018-11-15T11:06:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,815
Liabilities
-
Net assets
$19,815
Revenue
$16,990
Expenses
$17,332
Net income
-$342
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