Civic Intelligence

Santa Barbara Club Preservation Foundation

990EZ • Fiscal year 2017 • EIN 47-3249021

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

1105 Chapala StreetSanta Barbara, CA 93101

(805) 965-6547

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

94th percentile

64%

Higher net margin than 94% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$134,250

No earlier filing loaded for comparison.

Net Assets

$102,671

No earlier filing loaded for comparison.

Liabilities

$31,579

No earlier filing loaded for comparison.

Revenue

$132,448

No earlier filing loaded for comparison.

Expenses

$47,833

No earlier filing loaded for comparison.

Net Income

$84,615

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2017: $134,250Liabilities 2017: $31,579Net Assets 2017: $102,6712017Assets 2018: $173,283Liabilities 2018: $31,579Net Assets 2018: $141,7042018Assets 2019: $89,707Liabilities 2019: $31,766Net Assets 2019: $57,9412019Assets 2020: $139,237Liabilities 2020: $0Net Assets 2020: $139,2372020Assets 2021: $182,454Liabilities 2021: $0Net Assets 2021: $182,4542021Assets 2022: $166,054Liabilities 2022: $0Net Assets 2022: $166,0542022Assets 2023: $170,088Liabilities 2023: $0Net Assets 2023: $170,0882023Assets 2024: $212,858Liabilities 2024: $5,443Net Assets 2024: $207,4152024

Highlighted filing

2017

Assets$134,250
Liabilities$31,579
Net Assets$102,671

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2017: $132,448Expenses 2017: $47,833Net Income 2017: $84,6152017Revenue 2018: $50,038Expenses 2018: $11,005Net Income 2018: $39,0332018Revenue 2019: $82,951Expenses 2019: $166,714Net Income 2019: -$83,7632019Revenue 2020: $110,048Expenses 2020: $28,752Net Income 2020: $81,2962020Revenue 2021: $120,689Expenses 2021: $77,472Net Income 2021: $43,2172021Revenue 2022: $110,705Expenses 2022: $127,105Net Income 2022: -$16,4002022Revenue 2023: $107,549Expenses 2023: $103,515Net Income 2023: $4,0342023Revenue 2024: $151,213Expenses 2024: $113,886Net Income 2024: $37,3272024

Highlighted filing

2017

Revenue$132,448
Expenses$47,833
Net Income$84,615
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$132,448
Mission and Program Overview

Mission

The organization strives to support the preservation of the historic structures in and around santa barbara county including educating and informing the public by acquiring, restoring, preserving, and maintaining historically signficiant buildings and structures including, but not necessarily limited to the historic clubhouse and surrounding structures of the santa barbara club, a california nonprofit corporation, and making such property available for public viewing.

Program Services

DescriptionGrantsExpenses
GRANTS MADE SUPPORT THE PRESERVATION OF HISTORIC STRUCTURES OF SANTA BARBARA COUNTY, INCLUDING, BUT NOT NECESSARILY LIMITED TO THE HISTORIC CLUBHOUSE AND SURROUNDING STRUCTURES OF THE SANTA BARBARA CLUB, A CALIFORNIA NONPROFIT CORPORATION.$36,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN DOORDENPresident-$0--
ADDISON THOMPSONTreasurer-$0--
JOANNE SCHOENFELDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Santa Barbara Club Preservation
EIN
47-3249021
Phone
8059656547
Address
1105 CHAPALA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Addison Thompson
Title
Treasurer
Phone
8059656547
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Macfarlane Faletti & Co Llp
Address
115 E MICHELTORENA ST 200, SANTA BARBARA, CA 93101
Preparer
William L Jackson
Phone
8059664157
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 40.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: historic preservation. Grantee name: santa barbara club. Grantee address: 1105 chapala street santa barbara, ca 93101. Grantee relationship: none. Property description: cash. Date of gift: 07/20/17. Amount given: 30,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: historic preservation. Grantee name: santa barbara club. Grantee address: 1105 chapala street santa barbara, ca 93101. Grantee relationship: none. Property description: cash. Date of gift: 01/20/17. Amount given: 6,000. Total included on form 990-ez, line 10: 36,000.

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

Description: promotion and fundraising. Amount: 3,269. Description: office expense. Amount: 400. Description: insurance. Amount: 1,745. Description: amortization expense. Amount: 5,965. Total to form 990-ez, line 16: 11,379.

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

Description: organization costs. Beg. Of year amount: 32,537. End of year amount: 32,537. Description: accumulated amortization. Beg. Of year amount: -6,507. End of year amount: -12,472.

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

Description: loan payable to affiliate. Beg. Of year amount: 31,579. End of year amount: 31,579.

Raw XML Appendix153 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/BusinessName/BusinessNameLine1Txt0CYNTHIA DACON
IRS990EZ/BooksInCareOfDetail/PhoneNum08059656547
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01105 CHAPALA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
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IRS990EZ/GrossReceiptsAmt0132448
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN DOORDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ADDISON THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOANNE SCHOENFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026030
IRS990EZ/OtherAssetsTotalDetail/EOYAmt020065
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION STRIVES TO SUPPORT THE PRESERVATION OF THE HISTORIC STRUCTURES IN AND AROUND SANTA BARBARA COUNTY INCLUDING EDUCATING AND INFORMING THE PUBLIC BY ACQUIRING, RESTORING, PRESERVING, AND MAINTAINING HISTORICALLY SIGNFICIANT BUILDINGS AND STRUCTURES INCLUDING, BUT NOT NECESSARILY LIMITED TO THE HISTORIC CLUBHOUSE AND SURROUNDING STRUCTURES OF THE SANTA BARBARA CLUB, A CALIFORNIA NONPROFIT CORPORATION, AND MAKING SUCH PROPERTY AVAILABLE FOR PUBLIC VIEWING.
IRS990EZ/PrintingPublicationsPostageAmt0454
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS MADE SUPPORT THE PRESERVATION OF HISTORIC STRUCTURES OF SANTA BARBARA COUNTY, INCLUDING, BUT NOT NECESSARILY LIMITED TO THE HISTORIC CLUBHOUSE AND SURROUNDING STRUCTURES OF THE SANTA BARBARA CLUB, A CALIFORNIA NONPROFIT CORPORATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/WebsiteAddressTxt0WWW.SBCPRESERVATIONFOUNDATION.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022871
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166529
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132408
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166529
IRS990ScheduleA/TotalSupportAmt0166592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: HISTORIC PRESERVATION. GRANTEE NAME: SANTA BARBARA CLUB. GRANTEE ADDRESS: 1105 CHAPALA STREET SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 07/20/17. AMOUNT GIVEN: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: HISTORIC PRESERVATION. GRANTEE NAME: SANTA BARBARA CLUB. GRANTEE ADDRESS: 1105 CHAPALA STREET SANTA BARBARA, CA 93101. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/20/17. AMOUNT GIVEN: 6,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 36,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PROMOTION AND FUNDRAISING. AMOUNT: 3,269. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 400. DESCRIPTION: INSURANCE. AMOUNT: 1,745. DESCRIPTION: AMORTIZATION EXPENSE. AMOUNT: 5,965. TOTAL TO FORM 990-EZ, LINE 16: 11,379.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ORGANIZATION COSTS. BEG. OF YEAR AMOUNT: 32,537. END OF YEAR AMOUNT: 32,537. DESCRIPTION: ACCUMULATED AMORTIZATION. BEG. OF YEAR AMOUNT: -6,507. END OF YEAR AMOUNT: -12,472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: LOAN PAYABLE TO AFFILIATE. BEG. OF YEAR AMOUNT: 31,579. END OF YEAR AMOUNT: 31,579.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADDISON THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08059656547
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA BARBARA CLUB PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0473249021
ReturnHeader/Filer/PhoneNum08059656547
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 CHAPALA STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.173.162.138
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:11:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952835976
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACFARLANE FALETTI & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E MICHELTORENA ST 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059664157
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L JACKSON
ReturnHeader/ReturnTs02018-05-15T09:55:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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