Civic Intelligence

Santa Barbara Trust for Historic

EIN 95-6111696 • 501(c)3 • Santa Barbara, CA

Profile

Our mission is to steward the past and present of the presidio neighborhood and inspire preservation advocacy throughout the county in order to create a more vibrant community. We do this by operating el presidio de santa barbara historic park for the state of california. We also own and operate casa de la guerra as a house museum, administrate a facade easement over the historic el paseo shops and offices, and operate the santa ines mission mills state property for california.

123 East Canon Perdido StreetSanta Barbara, CA 93101

www.sbthp.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.08x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

4.3%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Up

$13,510,209

Up $339,752 (+2.6%) from 2024

Liabilities

Down

$199,973

Down $6,768 (-3.3%) from 2024

Net Assets

Up

$13,310,236

Up $346,520 (+2.7%) from 2024

Revenue

Up

$2,585,480

Up $358,355 (+16%) from 2024

Expenses

Up

$2,131,824

Up $68,071 (+3.3%) from 2024

Net Income

Up

$453,656

Up $290,284 (+178%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $8,934,833Liabilities 2010: $37,605Net Assets 2010: $8,897,2282010Assets 2011: $11,677,356Liabilities 2011: $2,030,424Net Assets 2011: $9,646,9322011Assets 2012: $11,254,642Liabilities 2012: $1,921,007Net Assets 2012: $9,333,6352012Assets 2013: $11,582,240Liabilities 2013: $2,006,838Net Assets 2013: $9,575,4022013Assets 2014: $10,122,821Liabilities 2014: $275,951Net Assets 2014: $9,846,8702014Assets 2015: $9,676,306Liabilities 2015: $57,547Net Assets 2015: $9,618,7592015Assets 2016: $9,151,910Liabilities 2016: $100,542Net Assets 2016: $9,051,3682016Assets 2017: $9,925,575Liabilities 2017: $55,421Net Assets 2017: $9,870,1542017Assets 2018: $10,801,226Liabilities 2018: $108,620Net Assets 2018: $10,692,6062018Assets 2019: $11,184,450Liabilities 2019: $156,822Net Assets 2019: $11,027,6282019Assets 2020: $11,171,326Liabilities 2020: $329,653Net Assets 2020: $10,841,6732020Assets 2021: $13,260,806Liabilities 2021: $291,293Net Assets 2021: $12,969,5132021Assets 2022: $12,175,163Liabilities 2022: $325,520Net Assets 2022: $11,849,6432022Assets 2023: $12,407,326Liabilities 2023: $261,509Net Assets 2023: $12,145,8172023Assets 2024: $13,170,457Liabilities 2024: $206,741Net Assets 2024: $12,963,7162024Assets 2025: $13,510,209Liabilities 2025: $199,973Net Assets 2025: $13,310,2362025

Highlighted filing

2025

Assets$13,510,209
Liabilities$199,973
Net Assets$13,310,236

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,038,4432010Expenses 2011: $1,249,5522011Revenue 2012: $1,015,798Expenses 2012: $1,279,811Net Income 2012: -$264,0132012Expenses 2013: $1,161,6142013Revenue 2014: $1,230,713Expenses 2014: $1,406,698Net Income 2014: -$175,9852014Revenue 2015: $1,524,621Expenses 2015: $1,369,851Net Income 2015: $154,7702015Revenue 2016: $1,257,715Expenses 2016: $1,455,637Net Income 2016: -$197,9222016Revenue 2017: $1,802,748Expenses 2017: $1,213,195Net Income 2017: $589,5532017Revenue 2018: $1,871,379Expenses 2018: $1,357,639Net Income 2018: $513,7402018Revenue 2019: $1,609,019Expenses 2019: $1,381,226Net Income 2019: $227,7932019Revenue 2020: $1,482,156Expenses 2020: $1,822,267Net Income 2020: -$340,1112020Revenue 2021: $2,053,886Expenses 2021: $1,096,823Net Income 2021: $957,0632021Revenue 2022: $1,958,552Expenses 2022: $1,686,693Net Income 2022: $271,8592022Revenue 2023: $1,341,655Expenses 2023: $1,769,975Net Income 2023: -$428,3202023Revenue 2024: $2,227,125Expenses 2024: $2,063,753Net Income 2024: $163,3722024Revenue 2025: $2,585,480Expenses 2025: $2,131,824Net Income 2025: $453,6562025

Highlighted filing

2025

Revenue$2,585,480
Expenses$2,131,824
Net Income$453,656

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.5$0.20$13.3$2.59$2.13$0.45
2024Detailed filing. Detailed filing data is available for this year.$13.2$0.21$13.0$2.23$2.06$0.16
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.26$12.1$1.34$1.77$0.43
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.33$11.8$1.96$1.69$0.27
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.29$13.0$2.05$1.10$0.96
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.33$10.8$1.48$1.82$0.34
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.16$11.0$1.61$1.38$0.23
2018Summary only. Only limited summary data is available for this year.$10.8$0.11$10.7$1.87$1.36$0.51
2017Summary only. Only limited summary data is available for this year.$9.93$0.06$9.87$1.80$1.21$0.59
2016Detailed filing. Detailed filing data is available for this year.$9.15$0.10$9.05$1.26$1.46$0.20
2015Detailed filing. Detailed filing data is available for this year.$9.68$0.06$9.62$1.52$1.37$0.15
2014Summary only. Only limited summary data is available for this year.$10.1$0.28$9.85$1.23$1.41$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$2.01$9.58$1.16
2012Summary only. Only limited summary data is available for this year.$11.3$1.92$9.33$1.02$1.28$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$2.03$9.65$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.93$0.04$8.90$2.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 19, 2025
Return Version
2024v5.2
Gross Receipts
$5,302,012
Mission and Program Overview

Mission

Our mission is to steward the past and present of the presidio neighborhood and inspire preservation advocacy throughout the county in order to create a more vibrant community. We do this by operating el presidio de santa barbara historic park for the state of california. We also own and operate casa de la guerra as a house museum, administrate a facade easement over the historic el paseo shops and offices, and operate the santa ines mission mills state property for california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,394,888$9,841,650▲ $446,762
Land, Buildings, and Equipment, Net$2,174,294$2,157,257▼ $17,037
Savings and Temporary Cash Investments$1,172,966$675,587▼ $497,379
Cash and Non-Interest-Bearing Accounts$46,741$475,199▲ $428,458
Pledges and Grants Receivable$58,875--
Inventories for Sale or Use$31,830$31,426▼ $404
Prepaid Expenses and Deferred Charges-$8,476-
Total Assets$13,170,457$13,510,209▲ $339,752
Other Assets Total$290,863$320,614▲ $29,751
Liabilities
Other Liabilities$148,369$181,675▲ $33,306
Accounts Payable and Accrued Expenses$58,372$18,298▼ $40,074
Total Liabilities$206,741$199,973▼ $6,768
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,682,287$7,450,053▲ $2,767,766
Net Assets With Donor Restrictions$8,281,429$5,860,183▼ $2,421,246
Total Net Assets Fund Balance$12,963,716$13,310,236▲ $346,520
Total Liabilities and Net Assets / Fund Balance$13,170,457$13,510,209▲ $339,752

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,906,735-$1,906,735
Buildings$200,411$308,250$508,661
Equipment$47,627$142,400$190,027
Leasehold Improvements$2,484$57,531$60,015
Other Land Buildings$0$9,512$9,512

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$150,000---$150,000
2023-$150,000--$150,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne PetersenExecutive DirectorFT$139,094$19,667$158,761
Cay SanchezAccountantPT$72,707-$72,707

Board Members and Trustees

NameTitle
Michael Neal ArnoldPresident
Cody MakelaFirst Vice President
Kyle SlatterySecond Vice President
Akil HillBoard Member
Andrea StewardBoard Member
Brent WilsonBoard Member
Cass EnsbergBoard Member
Jared FickerBoard Member
Jeffrey SherwoodBoard Member
Jen LembergerBoard Member
Jessica HaroBoard Member
Joe HanderhanBoard Member
John DoordanBoard Member
John MajewskiBoard Member
Kai TepperBoard Member
Maria Elena LopezBoard Member
Nicole WassermanBoard Member
Nina JohnsonBoard Member
Jay KrautmannSecretary
Shelley BookspanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$429,992
Program Service Revenue
$228,104
Investment Income
$1,117,911
Other Revenue
$809,473
All Other Contributions
$374,113
Change in Net Assets
$453,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,024,216
Revenue Not Reported on Financial Statements
$-438,736
Revenue Not Reported on Form 990
$-107,136
Other Revenue Adjustments
$-513,005
Total Revenue per Audited Statements
$2,917,080
Total Revenue per Form 990
$2,585,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,311,709
Other Expenses$820,115
Total Fundraising Expense$136,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$744,654-$80,388$825,042
Fees for Services Other$223,039$27,354$5,127$255,520
Current Officers, Directors, Trustees, and Key Employees$46,333$151,559$13,909$211,801
Other Employee Benefits$126,279$24,080$17,683$168,042
Occupancy$161,641$538-$162,179
Insurance$72,051$27,707-$99,758
Payroll Taxes$62,241$11,958$7,675$81,874
Fees for Service Investment Mgmnt Fees-$74,269-$74,269
Advertising$42,625$24,707$2,596$69,928
Office Expenses$41,494$8,536$6,817$56,847
Other Expenses$34,927$875$641$36,443
Fees for Services Accounting-$31,732-$31,732
Pension Plan Contributions$19,464$4,463$1,023$24,950
Depreciation Depletion-$17,037-$17,037
Travel$15,192-$175$15,367
Fees for Services Legal$383$652-$1,035
Total Functional Expenses$1,590,323$405,467$136,034$2,131,824

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,570,560
Total Expenses per Form 990$2,131,824
Expenses per Audited Statements$2,057,555
Expenses Not Reported on Form 990$513,005
Expenses Not Reported on Financial Statements$74,269
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$116,705
Fundraising Gross Income$104,739
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casa Cantina$88,472$88,472$88,284$188
Golf Torunament$47,266$47,266$21,659$25,607
Total Events$145,887$145,887$116,705$29,182
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Commercial Rental Deposits$63,698
Accrued Vacation$46,980
Facility Rental Advance$35,170
Event Deposits$27,450
Prepaid Rent$8,377
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The trust is a membership organization. Members consist of individuals and organizations from the community who become members through monetary or other contributions supporting the organization's mission.

Form 990, Part VI, Section A, Line 7A

A nominating committee made up of the trust's members nominates candidates for the board of directors. Each year the trust has an annual meeting where the members elect the board of directors based on the nominating committee's recommendations.

Form 990, Part VI, Section A, Line 7B

Each year at the annual meeting, the members ratify the actions taken by the board of directors during the prior year.

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

The entire board of directors receives a copy of the 990. The executive committee meets to review the 990 to ensure that it is complete and accurate.

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

Each new board member is required to sign a conflict of interest disclosure and all board members are monitored.

Form 990, Part VI, Section B, Line 15

As part of the budget process, staff research comparative salaries for all staff positions, both nationally and locally. The comparison data are presented to the board treasurer, then the executive committee, and then to the full board as part of the budget presentation and approval process.

Form 990, Part VI, Section C, Line 19

Bylaws and articles of incorporation are made available to any interested parties upon request. Financial statements are available to the public at an annual meeting each january. The conflict of interest policy is available upon request. The annual report is available on the sbthp's website.

FORM 990, PART VI, SECTION A, LINE 1A:

The trust has an executive committee whose membership is comprised of the board president, first vice president, second vice president, secretary, treasurer and the past board president. The executive committee meets monthly.

FORM 990, PART VI, SECTION A, LINE 6:

The trust is a membership organization. Members consist of individuals and organizations from the community who become members through monetary or other contributions supporting the organization's mission.

FORM 990, PART VI, SECTION A, LINE 7A:

A nominating committee made up of the trust's members nominates candidates for the board of directors. Each year the trust has an annual meeting where the members elect the board of directors based on the nominating committee's recommendations.

FORM 990, PART VI, SECTION A, LINE 7B:

Each year at the annual meeting, the members ratify the actions taken by the board of directors during the prior year.

FORM 990, PART VI, SECTION B, LINE 11B:

The entire board of directors receives a copy of the 990. The executive committee meets to review the 990 to ensure that it is complete and accurate.

FORM 990, PART VI, SECTION B, LINE 12C:

Each new board member is required to sign a conflict of interest disclosure and all board members are monitored.

FORM 990, PART VI, SECTION B, LINE 15:

As part of the budget process, staff research comparative salaries for all staff positions, both nationally and locally. The comparison data are presented to the board treasurer, then the executive committee, and then to the full board as part of the budget presentation and approval process.

FORM 990, PART VI, SECTION C, LINE 19:

Bylaws and articles of incorporation are made available to any interested parties upon request. Financial statements are available to the public at an annual meeting each january. The conflict of interest policy is available upon request. The annual report is available on the sbthp's website.

Filing and Contact Details

Filer

Filer Name
Santa Barbara Trust for Historic
EIN
95-6111696
Phone
8059650093
Address
123 EAST CANON PERDIDO STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Michael Neal Arnold
Title
President
Phone
8059650093
Signed
2025-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Neal Arnold
Formed
1963
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
27
Volunteers
60

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Mitchell P Thomas
Phone
8059661521
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 223,039. Management and general expenses 27,354. Fundraising expenses 5,127. Total expenses 255,520.

FORM 990, PART XI, LINE 9:

Change in value of crt -15,054.

FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:

El presidio de santa barbara state historic park - learning opportunities and cultural activities are provided annually in the park, including hosting more than 6,000 guests for a low-cost self-guided tour of the park; developing exhibitions that enhance the visitor experience; and operating a research center that is open to the public by appointment. Sbthp has conducted extensive archaeological investigations of the site of the presidio, the spanish fort founded in 1782, which is the founding site of the city of santa barbara. The resulting collections have been cataloged and stored on site and are available for research. Several portions of the fort have been reconstructed and preservation work has been conducted on key surviving portions. Most recently we have been conducting repair work and restoration planning on several historic resources in the park from the late 19th to the early 20th century. All work is conducted in compliance with the secretary of interior standards for the treatment of historic properties. A display was recently completed about the history of the chinese american family that operated jimmy's oriental gardens (1947), a city structure of merit.

FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE:

Santa ines mission mills - sbthp operates this thirty-eight acre state property through a leaseback arrangement with california state parks, along with an adjacent property owned by sbthp and another leased from the city of solvang. Together, the three properties make up a national register historic landmark district. The site contains sensitive archaeological resources related to mission santa ines along with two early 19th century intact stone mill buildings and two connected stone reservoirs. The organization conducts ongoing preservation and repair work on the historic structures, along with regular maintenance on the surrounding agricultural land. In 2008 sbthp planted olive trees on the property to help interpret the agricultural history of the site. The organization harvests the olives annually with assistance from community volunteers, and presses the olives into oil which it offers for sale to support and raise awareness about the property. The organization is nearing the end of an interim use guidelines planning process with california state parks, which will enable public access to the site.

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

Casa de la guerra - the building is a museum devoted to the history of the de la guerra family and its occupation of the site for three generations and is open to the public for four days a week for self-guided tours of furnished rooms and rotating exhibits. Educational programs are conducted at the site to interpret the mexican american history of the community, including dia de los muertos and una noche de las posadas. This adobe has been restored to the appearance of when it was occupied by its original owner, jose de la guerra, between 1828 and 1848. To complete the restoration work, sbthp conducted above-ground archaeology. The collections related to the building have been cataloged and are stored in sbthp's facilities and are available for research.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Interests in charitable trusts

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cogs actual rental expense

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cogs actual rental expense

PART II, LINE 5:

The property owner directs new and existing tenants to contact sbthp's executive director when they want to make signage or landscaping changes to their business. The executive director or associate executive director for cultural resources calls a committee of board and community members together to review the request. Based on the committee feedback, the executive director drafts a letter to the tenant with either approval or a request for changes. A copy of this letter is sent to the city of santa barbara architectural historian, who ensures that approval from sbthp is received before allowing the tenant's proposal to be heard by the historic landmarks commission. Very occasionally sbthp staff may notice action in violation of the easement and contact the property owner to resolve.

PART II, LINE 9:

The conservation easement is not included in the trust's statement of financial position or statement of activities.

PART III, LINE 1A:

The trust's collections include archival materials, books, photos, archaeological artifacts, and historical objects that further the organization's mission to preserve historical and archaelogical sites in santa barbara and interpret those sites to the public.

PART III, LINE 4:

The trust's collections include archival materials, books, photos, archaelogical artifacts, and historical objects that further the organization's mission to preserve historical and archaelogical sites in santa barbara and interpret those sites to the public.

PART V, LINE 4:

In the absence of donor stipulations, the intended use for the endowment funds is to carry on the organization's mission statement.

PART X, LINE 2:

The trust is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code (irc) and 27301(d) of the california revenue and taxation code and is generally exempt from federal and state income taxes on related income pursuant to section 501(a) of the irc. As a tax exempt corporation, the trust has no provision for income taxes. The trust is not considered a private foundation. At june 30,2025, nor for any year for which the statute is open, the trust's management is not aware of any uncertain tax positions.

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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/RegularMonitoringEnfrcInd01

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