Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 77-0474251 • 501(c)3 • Santa Barbara, CA
Profile
HISTORIC PRESERVATION
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Assets
Up$184,962
Up $7,672 (+4.3%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$184,962
Up $7,672 (+4.3%) from 2023
Revenue
Up$23,419
Up $14,769 (+171%) from 2023
Expenses
Down$22,275
Down $15,655 (-41%) from 2023
Net Income
Up$1,144
Up $30,424 (+104%) from 2023
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.
SEE SCHEDULE O
| Description | Grants | Expenses |
|---|---|---|
| THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES | $25,000 | $25,500 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| STEVE DOWTY | President | - | $0 | - | - |
| KELLAM DE FOREST | Vice Preside | - | $0 | - | - |
| BARBARA BOYD | Secretary | - | $0 | - | - |
| PATTI OTTOBONI | Historian | - | $0 | - | - |
| COLE CERVANTES | Treasurer | - | $0 | - | - |
| KRISTINA FOSS | Director | - | $0 | - | - |
| ANITA ARELLANES LESKI | Director | - | $0 | - | - |
| MAUREEN MASSON | Director | - | $0 | - | - |
| CHRISTINE NEUHAUSER | Director | - | $0 | - | - |
| KITTY PERI | Director | - | $0 | - | - |
| MARCELLA SIMMONS | Director | - | $0 | - | - |
“Dividend income 491 interest-savings, short-term 487 total 978”
“Name: la casa de maria address: 888 san ysidro ln montecito, ca 93108 cash contribution: 25,000”
“Expenses insurance 1,000 operations 370 bank service charge 30 business expenses 25 events and lectures 75 total 1,500”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | COLE CERVANTES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8059630571 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1933 CLIFF DRIVE STE 26 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA BARBARA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 931091520 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 246735 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 223137 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -23598 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 4265 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 246735 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 223137 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 565 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 25000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 15153 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 13610 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 246735 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 223137 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 246735 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 223137 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2128 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | STEVE DOWTY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KELLAM DE FOREST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BARBARA BOYD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PATTI OTTOBONI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | COLE CERVANTES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KRISTINA FOSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | ANITA ARELLANES LESKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MAUREEN MASSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CHRISTINE NEUHAUSER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | KITTY PERI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | MARCELLA SIMMONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | HISTORIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 1500 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 978 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 25000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 25500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 5858 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | -5293 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 32893 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 25500 |
| IRS990EZ/TotalRevenueAmt | 0 | 9295 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTP:// PEARLCHASESOCIETY.ORG |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 13610 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14080 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24566 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 34129 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 19246 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 105631 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 978 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1403 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 238 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 124 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 54 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2797 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 15153 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.97420 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.98430 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 105631 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 13610 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14080 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24566 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 34129 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 19246 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 105631 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 108428 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DIVIDEND INCOME 491 INTEREST-SAVINGS, SHORT-TERM 487 TOTAL 978 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NAME: LA CASA DE MARIA ADDRESS: 888 SAN YSIDRO LN MONTECITO, CA 93108 CASH CONTRIBUTION: 25,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | EXPENSES INSURANCE 1,000 OPERATIONS 370 BANK SERVICE CHARGE 30 BUSINESS EXPENSES 25 EVENTS AND LECTURES 75 TOTAL 1,500 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | COLE CERVANTES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8059630571 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-07-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | PEARL CHASE SOCIETY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PEAR |
| ReturnHeader/Filer/EIN | 0 | 770474251 |
| ReturnHeader/Filer/PhoneNum | 0 | 8059630571 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 92121 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 931902121 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2C2F3CDDE2A303D192894A6C38E334AC54E7B5A1 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 71834C2B619777D65885A29BC123EB8E52F963F7 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.169.191.139 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-07-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:57:44 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 770048636 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BERTI SPECHLER SARMIENTO MCKAY & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1933 CLIFF DR STE 26 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 931091591 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059630571 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-07-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NYKOLE TROTTI CPA |
| ReturnHeader/ReturnTs | 0 | 2020-07-15T17:57:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
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