Pearl Chase Society

990EZ • Fiscal year 2016 • EIN 77-0474251

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

Organization Profile PEARLCHASESOCIETY.ORG

PO Box 92121Santa Barbara, CA 93190

(805) 963-0571

Siviq Scores

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

No value available

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

Source year 2016

No value available

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

Source year 2016

14%

Higher net margin than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

3.5%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

207%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

$238,511

Up $8,123 (+3.5%) from 2015

Net Assets

$238,511

Up $8,123 (+3.5%) from 2015

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin69th percentile

Revenue

$59,269

Up $39,959 (+207%) from 2015

Expenses

$51,146

Up $854 (+1.7%) from 2015

Net Income

$8,123

Up $39,105 (+126%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

Highlighted filing

2016

Assets$238,511

Liabilities-

Net Assets$238,511

Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

Highlighted filing

2016

Revenue$59,269

Expenses$51,146

Net Income$8,123

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Feb 15, 2017
Return Version: 2015v3.0
Gross Receipts: $83,318

Mission and Program Overview

Mission

The society publishes a newsletter to promote the preservation of historic sites

HISTORIC PRESERVATION

Program Services

Description	Grants	Expenses
THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES	$5,856	-

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PATTI OTTOBONI	Historian	-	$0	-	-
MAUREEN MASSON	Membership CHR	-	$0	-	-
BARBARA LOWENTHAL	President	-	$0	-	-
KELLAM DE FOREST	Director	-	$0	-	-
SUSAN ADAMS	Treasurer	-	$0	-	-
KITTY PERI	Director	-	$0	-	-
ROBERT BURTNESS	Director	-	$0	-	-
STEVE CROZIER	Director	-	$0	-	-
MARTY BLUM	Director	-	$0	-	-
BARBARA BOYD	Secretary	-	$0	-	-
STEVE DOWTY	Vice President	-	$0	-	-
DALE FRANCISCO	Director	-	$0	-	-
S KRISTINA W FOSS	Director	-	$0	-	-
ERIK DAVIS	Director	-	$0	-	-
PATRICIA MITCHELL	Director	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Historic Home Tours	$49,065	$49,065	$19,533	$29,532
Total Events	$49,065	$49,065	$24,049	$25,016

Filing and Contact Details

Filer

Filer Name: Pearl Chase Society
EIN: 77-0474251
Phone: 8059630571
Address: PO BOX 92121, SANTA BARBARA, CA 93190

Signing Officer

Name: Cole G Cervantes
Title: Treasurer
Signed: 2017-02-15
Discuss with paid preparer: Yes

Preparer

Firm: PERI AND COMPANY CPAs INC
Address: 360 S HOPE AVENUE SUITE C300, SANTA BARBARA, CA 93105
Preparer: David L Peri
Phone: 8055631049

Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.6

“Class of Activity: GENERAL | Donee's Name: SANTA BARBARA MUSEUM OF NATURAL HISTORY | Donee's Address: 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 | Relationship of Donee: NONE | Cash Amount Given: $11500”

Grants and Similar Amounts Paid In Excess of $5,000.13

“Class of Activity: GENERAL | Donee's Name: OLD MISSION SANTA BARBARA | Donee's Address: 2201 LAGUNA STREET SANTA BARBARA CA 93105 | Relationship of Donee: NONE | Cash Amount Given: $10000”

Other Expenses.1002

“Office Expenses $403”

Other Expenses.1007

“Conferences, Conventions, and Meetings $2076”

Other Expenses.1012

“Insurance $6395”

Other Expenses.1

“STORAGE $1663”

Other Expenses.3

“TELEPHONE $259”

Other Expenses.5

“BANK CHARGES $31”

Raw XML Appendix220 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/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/CompensationAmt	11	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	13	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	14	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PATTI OTTOBONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	MAUREEN MASSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	KELLAM DE FOREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	SUSAN ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	KITTY PERI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	6	ROBERT BURTNESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	7	STEVE CROZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	8	MARTY BLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	9	BARBARA BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	10	STEVE DOWTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	11	DALE FRANCISCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	12	S KRISTINA W FOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	13	ERIK DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	14	PATRICIA MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	MEMBERSHIP CHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Director
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	Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	10	Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	11	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	12	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	13	Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	14	Director
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	10827
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	HISTORIC PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt	0	1192
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE SOCIETY PUBLISHES A NEWSLETTER TO PROMOTE THE PRESERVATION OF HISTORIC SITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	5856
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	24049
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IRS990EZ/TotalExpensesAmt	0	51146
IRS990EZ/TotalProgramServiceExpensesAmt	0	5856
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IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	http://PEARLCHASESOCIETY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	34129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	19246
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt	0	27341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	60793
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	168572
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt	0	0
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	54
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	77
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	1208
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	1984
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt	0	2910
IRS990ScheduleA/OtherIncome170Grp/TotalAmt	0	0
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.84450
IRS990ScheduleA/PublicSupportPY170Pct	0	0.85010
IRS990ScheduleA/PublicSupportTotal170Amt	0	144036
IRS990ScheduleA/SubstantialContributorsTotAmt	0	24536
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt	0	34129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt	0	19246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt	0	27063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt	0	27341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	60793
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	168572
IRS990ScheduleA/TotalSupportAmt	0	170556
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	24049
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	HISTORIC HOME TOURS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt	0	3360
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt	0	3360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	49065
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	49065
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	49065
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	25016
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	19533
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	19533
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt	0	1156
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt	0	1156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Class of Activity: GENERAL \| Donee's Name: SANTA BARBARA MUSEUM OF NATURAL HISTORY \| Donee's Address: 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 \| Relationship of Donee: NONE \| Cash Amount Given: $11500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Class of Activity: GENERAL \| Donee's Name: OLD MISSION SANTA BARBARA \| Donee's Address: 2201 LAGUNA STREET SANTA BARBARA CA 93105 \| Relationship of Donee: NONE \| Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Office Expenses $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Conferences, Conventions, and Meetings $2076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Insurance $6395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	STORAGE $1663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	TELEPHONE $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	BANK CHARGES $31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Grants and Similar Amounts Paid In Excess of $5,000.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Other Expenses.5
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	COLE G CERVANTES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-02-15
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	93190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PERI AND COMPANY CPAs INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	360 S HOPE AVENUE SUITE C300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93105
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8055631049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID L PERI
ReturnHeader/ReturnTs	0	2017-02-22T17:09:28-08:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $238,511
Liabilities: -
Net assets: $238,511
Revenue: $59,269
Expenses: $51,146
Net income: $8,123

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.85	$0.00	$1.85	$0.23	$0.22	$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.77	$0.00	$1.77	$0.09	$0.38	$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.06	$0.00	$2.06	$0.20	$0.29	$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.22	$0.00	$2.22	$0.25	$0.41	$0.16
2020Summary only. Only limited summary data is available for this year.	$2.30	$0.00		$0.17	$0.12	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$2.23		$2.23	$0.09	$0.33	$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.47	$0.00	$2.47	$0.46	$0.34	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$2.34	$0.00	$2.34	$0.24	$0.28	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$2.39		$2.39	$0.59	$0.51	$0.08
2015Detailed filing. Detailed filing data is available for this year.	$2.30		$2.30	$0.19	$0.50	$0.31
2014Summary only. Only limited summary data is available for this year.	$2.61	$0.00		$0.49	$0.16	$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.28		$2.28	$0.38	$0.71	$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.61		$2.61	$0.84	$0.37	$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.13		$2.13	$0.42	$0.37	$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.08		$2.08	$0.28	$0.35	$0.07