Civic Intelligence

Santee Historical Society

990EZ • Fiscal year 2017 • EIN 95-3218830

Jun 01, 2016 to May 31, 2017 • Filed on Aug 15, 2017

Organization Profilesanteehisotical society.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

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

2nd percentile

-554%

Higher net margin than 2% 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

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$93,184

Down $13,658 (-13%) from 2016

Net Assets

Down

$93,172

Down $13,571 (-13%) from 2016

Liabilities

Down

$12

Down $87 (-88%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin2nd percentile

Revenue

Down

$2,449

Down $5,859 (-71%) from 2016

Expenses

Up

$16,020

Up $4,741 (+42%) from 2016

Net Income

Down

-$13,571

Down $10,600 (-357%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2017

Assets$93,184
Liabilities$12
Net Assets$93,172
Open 2017 Filing

Operations Trend

Revenue Growth5th 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

2017

Revenue$2,449
Expenses$16,020
Net Income-$13,571
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$2,449
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. TO PRESERVE HISTORICALLY SENSITIVE MATERIALS.-$16,020
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CRAFTSPresidentPT$0--
ROBIN NEECEVice President-$0--
GARY STRAWNTreasurerPT$0--
ARLI WOLFSONSecretary-$0--
ALAN THOMPSONDirector-$0--
IRENE HOLSTEINDirector-$0--
JASON KEVANEDirector-$0--
CHARLES BRACKDirector-$0--
RITA LEEDirectorPT$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
Phone
6194492024
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 16

“TELEPHONE 1240.”

Form 990EZ, Part I, Line 16

“INSURANCE 919.”

Form 990EZ, Part I, Line 16

“Computer and internet 180.”

Form 990EZ, Part I, Line 16

“EVENT EXPENSES 402.”

Form 990EZ, Part I, Line 16

“Office and supplies expense 651.”

Form 990EZ, Part I, Line 16

“MISCELLANEOUS 55.”

Form 990EZ, Part I, Line 16

“School handouts and calendars 428.”

Form 990EZ, Part I, Line 16

“Depreciation 2433.”

Raw XML Appendix184 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/PersonNm0GARY STRAWN
IRS990EZ/BooksInCareOfDetail/PhoneNum06194492024
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09200 NMAGNOLIA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097646
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083977
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02262
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13571
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07657
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093184
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt02449
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106743
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093172
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt86.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL CRAFTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN NEECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY STRAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARLI WOLFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ALAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5IRENE HOLSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JASON KEVANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHARLES BRACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RITA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09196
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09207
IRS990EZ/OtherExpensesTotalAmt06308
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/PrintingPublicationsPostageAmt083
IRS990EZ/ProgramServiceRevenueAmt0179
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AWARENESS AND APPRECIATION OF SANTEE'S HERITAGE AND HISTORY. TO PRESERVE HISTORICALLY SENSITIVE MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt099
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016020
IRS990EZ/TotalProgramServiceExpensesAmt016020
IRS990EZ/TotalRevenueAmt02449
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0santeehisotical society.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01102286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01111649
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01376
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01113025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01102286
IRS990ScheduleA/Total509Grp/TotalAmt01113025
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01113043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE 1240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 919.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER AND INTERNET 180.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES 402.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE AND SUPPLIES EXPENSE 651.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SCHOOL HANDOUTS AND CALENDARS 428.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 2433.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CRAFTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06194492024
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId026962E9F042F7E9FBCB9F253C5E00DD29A29393D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026962E9F042F7E9FBCB9F253C5E00DD29A29393D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.107.87.114
ReturnHeader/FilingSecurityInformation/IPDt02017-08-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:15:17
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/PreparationDt02017-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA WHITNEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-22T12:15:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,184
Liabilities
$12
Net assets
$93,172
Revenue
$2,449
Expenses
$16,020
Net income
-$13,571
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
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.02$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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