Civic Intelligence

Santee Historical Society

990EZ • Fiscal year 2018 • EIN 95-3218830

Jun 01, 2017 to May 31, 2018 • Filed on Aug 15, 2018

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

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

754%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$97,004

Up $3,820 (+4.1%) from 2017

Net Assets

Up

$97,004

Up $3,832 (+4.1%) from 2017

Liabilities

Down

$0

Down $12 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin74th percentile

Revenue

Up

$20,907

Up $18,458 (+754%) from 2017

Expenses

Up

$17,075

Up $1,055 (+6.6%) from 2017

Net Income

Up

$3,832

Up $17,403 (+128%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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: $97,004Liabilities 2018: $0Net Assets 2018: $97,0042018

Highlighted filing

2018

Assets$97,004
Liabilities$0
Net Assets$97,004
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$20,907
Expenses$17,075
Net Income$3,832
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$20,907
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.-$14,972
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN THOMPSONPresident-$0--
ROBYN NEECEVice President-$0--
GARY STRAWNTreasurer-$0--
ARLI WOLFSONSecretary-$0--
CAROL CRAFTSDirector-$0--
RAE SWIECHDirector-$0--
RITA LEEDirector-$0--
RACHEL KERTDirector-$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
Gary Strawn
Title
Treasurer
Phone
6194492024
Signed
2018-08-15
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 1197.”

Form 990EZ, Part I, Line 16

“INSURANCE 822.”

Form 990EZ, Part I, Line 16

“Computer and internet 415.”

Form 990EZ, Part I, Line 16

“EVENT EXPENSES 653.”

Form 990EZ, Part I, Line 16

“Office and supplies expense 815.”

Form 990EZ, Part I, Line 16

“Depreciation 2103.”

Form 990EZ, Part I, Line 16

“Promotion and education 300.”

Form 990EZ, Part I, Line 16

“Dues, subscriptions, fees 56.”

Raw XML Appendix185 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/BOYAmt083977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020011
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03832
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02366
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093184
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097004
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0175
IRS990EZ/GrossReceiptsAmt020907
IRS990EZ/GrossSalesOfInventoryAmt0175
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0714
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093172
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097004
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093172
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097004
IRS990EZ/OccupancyRentUtltsAndMaintAmt07405
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
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/PersonNm0ALAN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBYN NEECE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GARY STRAWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARLI WOLFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROL CRAFTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RAE SWIECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RITA LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RACHEL KERT
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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09207
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07104
IRS990EZ/OtherExpensesTotalAmt06361
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/PrintingPublicationsPostageAmt0943
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AWARENESS AND APPRECIATION OF SANTEE'S HERITAGE AND HISTORY. TO PRESERVE HISTORICALLY SENSITIVE MATERIALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014972
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017075
IRS990EZ/TotalProgramServiceExpensesAmt014972
IRS990EZ/TotalRevenueAmt020907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0santeehistoricalsociety.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01102286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01131660
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0179
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt018
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01133211
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01102286
IRS990ScheduleA/Total509Grp/TotalAmt01133211
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01133229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE 1197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 822.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER AND INTERNET 415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT EXPENSES 653.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE AND SUPPLIES EXPENSE 815.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 2103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Promotion and education 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues, subscriptions, fees 56.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY STRAWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06194492024
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
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/IPv4AddressTxt072.197.146.59
ReturnHeader/FilingSecurityInformation/IPDt02018-09-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:46:06
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/PreparationDt02018-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA WHITNEY CPA
ReturnHeader/ReturnTs02018-09-05T13:46:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,004
Liabilities
$0
Net assets
$97,004
Revenue
$20,907
Expenses
$17,075
Net income
$3,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.00$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
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