Civic Intelligence

Montecito Historical Archives Inc

990EZ • Fiscal year 2019 • EIN 45-4098476

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 18, 2020

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$47,426

Up $4,511 (+11%) from 2018

Net Assets

Up

$47,426

Up $4,511 (+11%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$15,550

Down $14,965 (-49%) from 2018

Expenses

Up

$11,039

Up $3,624 (+49%) from 2018

Net Income

Down

$4,511

Down $18,589 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2019

Assets$47,426
Liabilities-
Net Assets$47,426
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$15,550
Expenses$11,039
Net Income$4,511
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 18, 2020
Return Version
2019v5.0
Gross Receipts
$26,874
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.$7,686-
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA SOLDOSecretary-$0--
MARION GREGSTONPresident-$0--
BOB GOELLERDirector-$0--
ERIN GRAFFYDirector-$0--
ALEX GRZYWACKIDirector-$0--
REV JOHN MARTINDirector-$0--
DANA NEWQUISTDirector-$0--
NEAL GRAFFYDirector-$0--
WOODY BARRETTVice President-$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
President
Signed
2020-02-18
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.1012

“Insurance $1963”

Other Expenses.1

“Reimburse Directors & Offr Exp $436”

Other Expenses.3

“Bank Charges $64”

Other Assets.1010

“Inventories - Beginning $37917 Inventories - Ending $26593”

Raw XML Appendix178 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA SOLDO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REV JOHN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANA NEWQUIST
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KIMBERLY ARICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt037917
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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/PrintingPublicationsPostageAmt0106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GATHER DONATED HISTORICAL DOCUMENTS FOR TEMPORARY STORAGE AND PRESERVATION.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011039
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reimburse Directors & Offr Exp $436
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Inventories - Beginning $37917 Inventories - Ending $26593
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARION GREGSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTECITO HISTORICAL ARCHIVES INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0454098476
ReturnHeader/Filer/PhoneNum08056441040
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5002
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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/ReturnTs02020-02-18T10:16:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,426
Liabilities
-
Net assets
$47,426
Revenue
$15,550
Expenses
$11,039
Net income
$4,511
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