Civic Intelligence

Santee Historical Society

990EZ • Fiscal year 2016 • EIN 95-3218830

Jun 01, 2015 to May 31, 2016 • Filed on Aug 23, 2016

Organization Profilesanteehistoricalsociety.org
PO Box 710636Santee, CA 92071

(619) 449-2024

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

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

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$106,842

Down $2,893 (-2.6%) from 2015

Net Assets

Down

$106,743

Down $2,971 (-2.7%) from 2015

Liabilities

Up

$99

Up $78 (+371%) from 2015

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin11th percentile

Revenue

Down

$8,308

Down $1,094,246 (-99%) from 2015

Expenses

Down

$11,279

Down $993,157 (-99%) from 2015

Net Income

Down

-$2,971

Down $101,089 (-103%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2015: $109,735Liabilities 2015: $21Net Assets 2015: $109,7142015Assets 2016: $106,842Liabilities 2016: $99Net Assets 2016: $106,7432016Assets 2017: $93,184Liabilities 2017: $12Net Assets 2017: $93,1722017Assets 2018: $97,004Net Assets 2018: $97,0042018

Highlighted filing

2016

Assets$106,842
Liabilities$99
Net Assets$106,743
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,102,554Expenses 2015: $1,004,436Net Income 2015: $98,1182015Revenue 2016: $8,308Expenses 2016: $11,279Net Income 2016: -$2,9712016Revenue 2017: $2,449Expenses 2017: $16,020Net Income 2017: -$13,5712017Revenue 2018: $20,907Expenses 2018: $17,075Net Income 2018: $3,8322018

Highlighted filing

2016

Revenue$8,308
Expenses$11,279
Net Income-$2,971
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Aug 23, 2016
Return Version
2015v2.0
Gross Receipts
$8,308
Mission and Program Overview

Mission

The mission of the santee historical society is to promote awareness and appreciation of santee's heritage and history. To discover, collect and preserve historically sensitive materials. To educate and perpetuate the historical heritage of santee and its people.

Program Services

DescriptionGrantsExpenses
PROMOTE AWARENESS AND APPRECIATION OF SANTEE'S HERITAGE AND HISTORY. PRESERVE HISTORICALLY SENSITIVE MATERIALS.$11,279-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CRAFTSPresident-$0--
CAROLE DELOZIERDirector-$0--
GARY STRAWNDirector-$0--
ARLI WOLFSONDirector-$0--
IRENE HOLSTEINDirector-$0--
RITA LEEDirector-$0--
CHARLES BRACKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Santee Historical Society
EIN
95-3218830
Phone
6194492024
Address
PO BOX 710636, SANTEE, CA 92071

Signing Officer

Name
Carol Crafts
Title
President
Signed
2016-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Cynthia Whitney CPA
Address
9129 Inverness Road, Santee, CA 92071
Preparer
Cynthia Whitney CPA PC
Phone
6199710733
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1962”

Other Expenses.1003

“Information Technology $215”

Other Expenses.1009

“Depreciation $1214”

Other Expenses.1012

“Insurance $1919”

Other Expenses.1

“Dues and Subscriptions $639”

Other Expenses.2

“Supplies $387”

Other Expenses.3

“Miscellaneous expenses $278”

Other Expenses.5

“Taxes and Fees $180”

Other Assets.1002

“Furniture and Fixtures - Beginning $2517 Furniture and Fixtures - Ending $2141”

Other Assets.1003

“Machinery and Equipment - Beginning $5110 Machinery and Equipment - Ending $7055”

Total Liabilities.1

“SALES TAX PAYABLE - Beginning $21 SALES TAX PAYABLE - Ending $99”

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL CRAFTS
IRS990EZ/BooksInCareOfDetail/PhoneNum06194492024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09200 N MAGNOLIA AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0102108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt097646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07101
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2971
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02676
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109735
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106842
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt08308
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106743
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109714
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106743
IRS990EZ/OccupancyRentUtltsAndMaintAmt01498
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL CRAFTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROLE DELOZIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY STRAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARLI WOLFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4IRENE HOLSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RITA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHARLES BRACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07627
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09196
IRS990EZ/OtherExpensesTotalAmt06794
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE SANTEE HISTORICAL SOCIETY IS TO PROMOTE AWARENESS AND APPRECIATION OF SANTEE'S HERITAGE AND HISTORY. TO DISCOVER, COLLECT AND PRESERVE HISTORICALLY SENSITIVE MATERIALS. TO EDUCATE AND PERPETUATE THE HISTORICAL HERITAGE OF SANTEE AND ITS PEOPLE.
IRS990EZ/PrintingPublicationsPostageAmt0311
IRS990EZ/ProgramServiceRevenueAmt01197
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AWARENESS AND APPRECIATION OF SANTEE'S HERITAGE AND HISTORY. PRESERVE HISTORICALLY SENSITIVE MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011279
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011279
IRS990EZ/TotalProgramServiceExpensesAmt011279
IRS990EZ/TotalRevenueAmt08308
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0santeehistoricalsociety.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06822
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01102286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01109108
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01109108
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06822
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01102286
IRS990ScheduleA/Total509Grp/TotalAmt01109108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01102286
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01109108
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1962
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1919
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and Subscriptions $639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous expenses $278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes and Fees $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Furniture and Fixtures - Beginning $2517 Furniture and Fixtures - Ending $2141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $5110 Machinery and Equipment - Ending $7055
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SALES TAX PAYABLE - Beginning $21 SALES TAX PAYABLE - Ending $99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CRAFTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTEE HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0953218830
ReturnHeader/Filer/PhoneNum06194492024
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 710636
ReturnHeader/Filer/USAddress/CityNm0SANTEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cynthia Whitney CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09129 Inverness Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092071
ReturnHeader/PreparerPersonGrp/PhoneNum06199710733
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cynthia Whitney CPA PC
ReturnHeader/ReturnTs02016-08-23T16:02:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

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
$106,842
Liabilities
$99
Net assets
$106,743
Revenue
$8,308
Expenses
$11,279
Net income
-$2,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.10$0.02$0.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$0.00$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$0.11$0.00$0.11$1.10$1.00$0.10