Civic Intelligence

Montecito Historical Archives Inc

990EZ • Fiscal year 2018 • EIN 45-4098476

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 13, 2019

Organization ProfileWWW.MONTECITOHISTORICALARCHIVES.ORG
PO Box 5002Santa Barbara, CA 93150

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

117%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

80%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,915

Up $23,100 (+117%) from 2017

Net Assets

Up

$42,915

Up $23,100 (+117%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$30,515

Up $13,525 (+80%) from 2017

Expenses

Down

$7,415

Down $9,917 (-57%) from 2017

Net Income

Up

$23,100

Up $23,442 (+6854%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$42,915
Liabilities-
Net Assets$42,915
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$30,515
Expenses$7,415
Net Income$23,100
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 13, 2019
Return Version
2018v3.1
Gross Receipts
$37,364
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
PRODUCED AND PUBLISHED A BOOK ON MONTECITO HISTORY WITH DONATED PHOTOGRAPHS. SALES OF THE BOOK TO RAISE FUNDS TO FURTHER THE ORGANIZATION'S MISSION.$44,766-
GATHER DONATED HISTORICAL DOCUMENTS FOR TEMPORARY STORAGE AND PRESERVATION.$7,415-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA NEWQUISTPresident-$0--
MARION GREGSTONVice President-$0--
JAMES TERZIANSecretary-$0--
KIMBERLY ARICOTreasurer-$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
Marion Gregston
Title
Treasurer
Signed
2019-03-13
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 $188”

Other Expenses.2

“Check Printing Fees $30”

Other Assets.1010

“Inventories - Beginning $0 Inventories - Ending $37917”

Raw XML Appendix144 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093003
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023100
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0101
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0515
IRS990EZ/GrossReceiptsAmt037364
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt07364
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019815
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANA NEWQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARION GREGSTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES TERZIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY ARICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037917
IRS990EZ/OtherExpensesTotalAmt0218
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/PrintingPublicationsPostageAmt096
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GATHER DONATED HISTORICAL DOCUMENTS FOR TEMPORARY STORAGE AND PRESERVATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRODUCED AND PUBLISHED A BOOK ON MONTECITO HISTORY WITH DONATED PHOTOGRAPHS. SALES OF THE BOOK TO RAISE FUNDS TO FURTHER THE ORGANIZATION'S MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07415
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt144766
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07415
IRS990EZ/TotalProgramServiceExpensesAmt052181
IRS990EZ/TotalRevenueAmt030515
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONTECITOHISTORICALARCHIVES.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt057812
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt057812
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt057812
IRS990ScheduleA/TotalSupportAmt057812
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Check Printing Fees $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Inventories - Beginning $0 Inventories - Ending $37917
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION GREGSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-13
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/ReturnTs02019-03-13T13:43:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,915
Liabilities
-
Net assets
$42,915
Revenue
$30,515
Expenses
$7,415
Net income
$23,100
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