Civic Intelligence

Santa Barbara Historical Museum

990 • Fiscal year 2021 • EIN 95-6005796

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 06, 2022

Organization ProfileWWW.SBHISTORICAL.ORG
136 East DE LA Guerra StreetSanta Barbara, CA 93101

(805) 966-1601

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.07x

Higher debt load relative to revenue than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

86th percentile

49%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$103,526

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

57th percentile

13%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

117%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$12,046,947

Up $1,362,904 (+13%) from 2020

Net Assets

Up

$11,892,951

Up $1,477,893 (+14%) from 2020

Liabilities

Down

$153,996

Down $114,989 (-43%) from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin86th percentile

Revenue

Up

$2,245,766

Up $1,212,551 (+117%) from 2020

Expenses

Down

$1,152,475

Down $143,566 (-11%) from 2020

Net Income

Up

$1,093,291

Up $1,356,117 (+516%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2010: $11,083,334Liabilities 2010: $157,205Net Assets 2010: $10,926,1292010Assets 2011: $11,529,700Liabilities 2011: $75,781Net Assets 2011: $11,453,9192011Assets 2012: $11,056,326Liabilities 2012: $61,351Net Assets 2012: $10,994,9752012Assets 2013: $11,337,355Liabilities 2013: $309,404Net Assets 2013: $11,027,9512013Assets 2014: $11,510,851Liabilities 2014: $60,886Net Assets 2014: $11,449,9652014Assets 2015: $11,102,499Liabilities 2015: $46,774Net Assets 2015: $11,055,7252015Assets 2016: $10,813,971Liabilities 2016: $73,494Net Assets 2016: $10,740,4772016Assets 2017: $11,097,650Liabilities 2017: $136,690Net Assets 2017: $10,960,9602017Assets 2018: $11,003,346Liabilities 2018: $76,294Net Assets 2018: $10,927,0522018Assets 2019: $10,806,030Liabilities 2019: $72,696Net Assets 2019: $10,733,3342019Assets 2020: $10,684,043Liabilities 2020: $268,985Net Assets 2020: $10,415,0582020Assets 2021: $12,046,947Liabilities 2021: $153,996Net Assets 2021: $11,892,9512021Assets 2022: $11,048,211Liabilities 2022: $134,695Net Assets 2022: $10,913,5162022Assets 2023: $11,342,959Liabilities 2023: $130,155Net Assets 2023: $11,212,8042023Assets 2024: $9,778,227Liabilities 2024: $115,511Net Assets 2024: $9,662,7162024Assets 2025: $9,726,297Liabilities 2025: $189,972Net Assets 2025: $9,536,3252025

Highlighted filing

2021

Assets$12,046,947
Liabilities$153,996
Net Assets$11,892,951
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,345,0892010Expenses 2011: $1,465,6922011Expenses 2012: $1,521,5782012Expenses 2013: $1,303,3182013Revenue 2014: $1,449,087Expenses 2014: $1,340,722Net Income 2014: $108,3652014Revenue 2015: $1,395,339Expenses 2015: $1,530,442Net Income 2015: -$135,1032015Revenue 2016: $1,435,022Expenses 2016: $1,777,423Net Income 2016: -$342,4012016Revenue 2017: $459,272Expenses 2017: $1,589,647Net Income 2017: -$1,130,3752017Revenue 2018: $1,157,672Expenses 2018: $1,414,054Net Income 2018: -$256,3822018Revenue 2019: $1,066,381Expenses 2019: $1,369,364Net Income 2019: -$302,9832019Revenue 2020: $1,033,215Expenses 2020: $1,296,041Net Income 2020: -$262,8262020Revenue 2021: $2,245,766Expenses 2021: $1,152,475Net Income 2021: $1,093,2912021Revenue 2022: $1,546,553Expenses 2022: $1,566,981Net Income 2022: -$20,4282022Revenue 2023: $1,524,667Expenses 2023: $1,559,365Net Income 2023: -$34,6982023Revenue 2024: $1,602,118Expenses 2024: $1,685,750Net Income 2024: -$83,6322024Revenue 2025: $1,320,826Expenses 2025: $1,978,226Net Income 2025: -$657,4002025

Highlighted filing

2021

Revenue$2,245,766
Expenses$1,152,475
Net Income$1,093,291
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 6, 2022
Return Version
2020v4.0
Gross Receipts
$4,426,772
Mission and Program Overview

Mission

To promote an appreciation and understanding of santa barbara regional history and the importance of history in general. To accomplish this mission, the museum 1) collects, preserves, interprets and exhibits the diverse material culture of the santa barbara region; 2) educates children and adults through exhibits, lectures, tours and classroom activities; and 3) encourages research, scholarship and publication of historical materials. The museum believes that upon the foundation of the past, we build a future worth remembering.

Collection, interpretation, and preservation of the history of Santa Barbara.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,351,491$2,942,676▲ $591,185
Land, Buildings, and Equipment, Net$3,204,249$2,843,276▼ $360,973
Savings and Temporary Cash Investments$442,196$650,018▲ $207,822
Prepaid Expenses and Deferred Charges$44,546$93,611▲ $49,065
Inventories for Sale or Use$42,456$21,915▼ $20,541
Cash and Non-Interest-Bearing Accounts$20,131$19,993▼ $138
Pledges and Grants Receivable$7,970$2,246▼ $5,724
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Total Assets$10,684,043$12,046,947▲ $1,362,904
Other Assets Total$4,571,004$5,473,212▲ $902,208
Liabilities
Unsecured Notes Loans Payable$84,550$78,700▼ $5,850
Other Liabilities$22,950$39,775▲ $16,825
Accounts Payable and Accrued Expenses$161,485$35,521▼ $125,964
Total Liabilities$268,985$153,996▼ $114,989
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,187,538$6,064,588▲ $877,050
Net Assets Without Donor Restrictions$5,227,520$5,828,363▲ $600,843
Total Net Assets Fund Balance$10,415,058$11,892,951▲ $1,477,893
Total Liabilities and Net Assets / Fund Balance$10,684,043$12,046,947▲ $1,362,904

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$619,851$3,566,448$4,186,299
Buildings$1,830,660$1,238,679$3,069,339
Equipment$245,068$414,853$659,921
Land$147,697-$147,697
Other Land Buildings$0$0$0
Other Assets Org$200,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,972,493$0▲ $1,008,413$0$4,866,656
2019$3,966,509$5,744▲ $56,740$0$3,972,493
2018$3,977,198$44,639▲ $77,172$0$3,966,509
2017$3,929,788$0▲ $156,208$0$3,977,198
2016$3,739,012$0▲ $299,456$0$3,929,788
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dacia HarwoodDeputy DirectorFT$85,221$18,305$103,526

Board Members and Trustees

NameTitle
Bill ReynoldsPresident
Sharon BradfordVice President
George L BurtnessTrustee
George LeisTrustee
H Gerald BidwellTrustee
Hilary BurkemperTrustee
Marc AppletonTrustee
SHEILA O'BRIEN SNOWTrustee
Vito GioielloTrustee
Warren MillerSecretary
Brett HodgesSecretary Through July 15
Chris GrecoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,183,044
Program Service Revenue
$9,014
Investment Income
$794,024
Other Revenue
$259,684
All Other Contributions
$1,135,489
Change in Net Assets
$1,093,291

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Works of Art12$200,000Fair Market Value (FMV) Date of Donation
Securities Publicly Traded1$10,351Fair Market Value (FMV) Date of Donation
Total Noncash Contributions13$210,351-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,218,292
Revenue Not Reported on Financial Statements
$27,474
Revenue Not Reported on Form 990
$406,329
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$2,624,621
Total Revenue per Form 990
$2,245,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$751,354
Salaries, Compensation, and Employee Benefits$395,482
Total Fundraising Expense$70,371
Professional Fundraising Fees$5,639
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$268,042$39,418$7,884$315,344
Other Salaries and Wages$235,741$0$7,612$243,353
Current Officers, Directors, Trustees, and Key Employees$55,796$27,898$27,898$111,592
Occupancy$54,901$9,833$4,802$69,536
Fees for Services Accounting$0$54,008$0$54,008
Insurance$31,226$11,136$704$43,066
Fees for Service Investment Mgmnt Fees$0$27,474$0$27,474
Other Employee Benefits$22,259$944$1,488$24,691
Office Expenses$1,913$19,309$0$21,222
Information Technology$8,476$6,092$3,762$18,330
Payroll Taxes$13,491$1,114$1,241$15,846
Advertising$0$10,637$799$11,436
Fees for Services Professional Fundraising--$5,639$5,639
Fees for Services Legal$0$4,418$0$4,418
Fees for Services Other$4,135$0$0$4,135
Other Expenses$0$0$3,554$3,554
Travel$774$799$0$1,573
Total Functional Expenses$863,980$218,124$70,371$1,152,475

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,152,475
Total Expenses per Audited Statements$1,146,728
Expenses per Audited Statements$1,125,001
Expenses Not Reported on Financial Statements$27,474
Expenses Not Reported on Form 990$21,727
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,639
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$39,775
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The Museum's bylaws provide for an executive committee. The executive committee includes the president, vice president, secretary and treasurer. The Executive director shall serve as a nonvoting member of the committee. The executive committee, unless limited by a resolution of the board, shall have and may exercise all the authority of the board in the management of the corporation between meetings of the board; provided, however, that the executive committee shall not have the authority of the board with reference to these matters: A) take any final action on matters which, under the California nonprofit public benefit corporation law also requires board of trustees approval; B) fill vacancies on the board of trustees or on any committee; C) amend or repeal bylaws or adopt new bylaws d) amend or repeal any resolution of the board of trustees which by its express terms is not amendable or repealable; E) appoint any other committees of the board of trustees or the members of these committees; expend corporate funds to support a nominee for trustee; or F) approve any contract or transaction (1) to which the corporation is a party and one or more trustees have a material financial interest; or (2) between the corporation and one or more of its trustees or between the corporation and any entity in which one or more of its trustees have a material financial interest. All Actions of the executive committee shall be reported to and ratified by the full board at the next duly scheduled board meeting. The executive committee meets as needed.”

Form 990, Part VI, Section A, Line 2

“Sharon Bradford and Brett Hodges have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The Director of accounting and the executive director review the draft of the 990 which then is reviewed by the audit committee. A copy of the 990 is provided to all members of the Board of Trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The Museum provides each trustee with a trustee handbook, which includes the conflict of interest policy and form for trustee signature. The Executive Committee reviews the forms for any conflicts; the board of trustees is aware of the procedure to update the forms if circumstances change. The trustees with conflicts know to recuse themselves when matters come to a vote.”

Form 990, Part VI, Section B, Line 15

“The salary of the director is set by the Board of Trustees after review of comparable nonprofits and museums.”

Form 990, Part VI, Section C, Line 19

“The Museum makes its annual financial audit, form 1023, form 990, and 990-T available upon request during the normal business hours of the Museum or will mail copies if requested. In addition, the Museum posts on its own website its financial audit and Form 990 as well as its annual report.”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Historical Museum
EIN
95-6005796
Phone
8059661601
Address
136 EAST DE LA GUERRA STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Dacia Harwood
Title
Deputy Director
Phone
8059661601
Signed
2022-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Reynolds
Formed
1943
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
24
Volunteers
38

Preparer

Firm
Anikouchine & Associates
Address
7127 Hollister Ave Ste 25A - 118, Goleta, CA 93117
Preparer
Gail Anikouchine
Phone
8054515430
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Value of Perpetual Trusts $349,016. Change in Value of Charitable Trusts $157,257.”

Form 990, Part XII, Line 2C

“The Museum's audit committee is responsible for overseeing the audit process. The Audit committee 1) recommends the selection of the auditor to the board, 2) reviews the audit, 3) recommends its acceptance of the report to the Board. This process has not changed since last year.”

Financial Statement Notes

Schedule D, Part III, Line 4

“Founded in 1932 and incorporated in 1943, the Santa Barbara Historical Museum is dedicated to promoting an appreciation and understanding of Santa Barbara Regional History and the importance of history in general through its collections. Because the values of the collections existing as of December 31, 1990, are not readily determinable, the Museum has not capitalized them. Purchased historic artifacts are capitalized when acquired. Since 1990, donations of individual gifts valued in excess of $5,000 are recorded at fair market value at the date of donation. Artifacts are considered inexhaustible and, therefore, are not being depreciated due to their historical value. The Museum's artifacts are held for exhibition to the public, for educational purposes or for research, with the intent of being protected, cared for and preserved. Any proceeds from the deaccessioning of collection items will be reinvested in the acquisition of or the protection, care, and preservation of other artifacts in accordance with a policy of the American Alliance of Museums ratified by Museum's Board of Trustees.”

Schedule D, Part V, Line 4

“The Board has set aside funds for program stabilization. On an annual basis, the board determines an appropriate amount to be transferred from board designated funds to support operations. The permanent endowment is for the support of the following programs: education and outreach, collections, library, and general operations.”

Schedule D, Part X, Line 2

“The Museum is not aware of any uncertain tax positions at year-end for any year for which the statute remains open.”

Schedule D, Part XI, Line 2D

“Change in Value of Charitable Trusts $157,257. Change in Value of Perpetual Trusts $349,016. Cost of Sales $21,727.”

Schedule D, Part XII, Line 2D

“Cost of Sales $21,727.”

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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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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/PersonNm1SHARON BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS GRECO
IRS990/Form990PartVIISectionAGrp/PersonNm4WARREN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5BRETT HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm6MARC APPLETON
IRS990/Form990PartVIISectionAGrp/PersonNm7H GERALD BIDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8HILARY BURKEMPER
IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE L BURTNESS
IRS990/Form990PartVIISectionAGrp/PersonNm10SHEILA O'BRIEN SNOW
IRS990/Form990PartVIISectionAGrp/PersonNm11GEORGE LEIS
IRS990/Form990PartVIISectionAGrp/PersonNm12VITO GIOIELLO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DEPUTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY THROUGH JULY 15
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt0-60980
IRS990/GainOrLossGrp/SecuritiesAmt0797799
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02896098
IRS990/GrossReceiptsAmt04426772
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0260987
IRS990/GrossSalesOfInventoryAmt019639
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03762
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06092
IRS990/InformationTechnologyGrp/ProgramServicesAmt08476
IRS990/InformationTechnologyGrp/TotalAmt018330
IRS990/InsuranceGrp/FundraisingAmt0704
IRS990/InsuranceGrp/ManagementAndGeneralAmt011136
IRS990/InsuranceGrp/ProgramServicesAmt031226
IRS990/InsuranceGrp/TotalAmt043066
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt042456
IRS990/InventoriesForSaleOrUseGrp/EOYAmt021915
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt057205
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057205
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02351491
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02942676
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05219980
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03204249
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02843276
IRS990/LandBldgEquipCostOrOtherBssAmt08063256
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt060980
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02098299
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt047555
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To inspire meaningful connections to Santa Barbara history.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010415058
IRS990/NetAssetsOrFundBalancesEOYAmt011892951
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0736819
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0736819
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-2088
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-2088
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0260987
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0260987
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-121671
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05227520
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05828363
IRS990/NoncashContributionsAmt0210351
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04802
IRS990/OccupancyGrp/ManagementAndGeneralAmt09833
IRS990/OccupancyGrp/ProgramServicesAmt054901
IRS990/OccupancyGrp/TotalAmt069536
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019309
IRS990/OfficeExpensesGrp/ProgramServicesAmt01913
IRS990/OfficeExpensesGrp/TotalAmt021222
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04571004
IRS990/OtherAssetsTotalGrp/EOYAmt05473212
IRS990/OtherChangesInNetAssetsAmt0506273
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01488
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0944
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt022259
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024691
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
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IRS990/OtherExpensesGrp/FundraisingAmt14988
IRS990/OtherExpensesGrp/FundraisingAmt23554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt090374
IRS990/OtherExpensesGrp/ProgramServicesAmt176852
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt095418
IRS990/OtherExpensesGrp/TotalAmt181840
IRS990/OtherExpensesGrp/TotalAmt23554
IRS990/OtherLiabilitiesGrp/BOYAmt022950
IRS990/OtherLiabilitiesGrp/EOYAmt039775
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0785
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07612
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0235741
IRS990/OtherSalariesAndWagesGrp/TotalAmt0243353
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01241
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01114
IRS990/PayrollTaxesGrp/ProgramServicesAmt013491
IRS990/PayrollTaxesGrp/TotalAmt015846
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,046,947
Liabilities
$153,996
Net assets
$11,892,951
Revenue
$2,245,766
Expenses
$1,152,475
Net income
$1,093,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.73$0.19$9.54$1.32$1.98$0.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.78$0.12$9.66$1.60$1.69$0.08
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.13$11.2$1.52$1.56$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.13$10.9$1.55$1.57$0.02
2021Detailed filing. Detailed filing data is available for this year.$12.0$0.15$11.9$2.25$1.15$1.09
2020Summary only. Only limited summary data is available for this year.$10.7$0.27$10.4$1.03$1.30$0.26
2019Summary only. Only limited summary data is available for this year.$10.8$0.07$10.7$1.07$1.37$0.30
2018Summary only. Only limited summary data is available for this year.$11.0$0.08$10.9$1.16$1.41$0.26
2017Summary only. Only limited summary data is available for this year.$11.1$0.14$11.0$0.46$1.59$1.13
2016Detailed filing. Detailed filing data is available for this year.$10.8$0.07$10.7$1.44$1.78$0.34
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.05$11.1$1.40$1.53$0.14
2014Detailed filing. Detailed filing data is available for this year.$11.5$0.06$11.4$1.45$1.34$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.31$11.0$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.06$11.0$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.08$11.5$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.16$10.9$1.35