Civic Intelligence

Carpinteria Valley Historical Society

990 • Fiscal year 2018 • EIN 95-6137506

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 14, 2019

956 Maple AvenueCarpinteria, CA 93013

(805) 684-3112

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.20x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

62nd percentile

$87,259

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 86.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

61st percentile

4.4%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,065,420

Up $45,020 (+4.4%) from 2017

Net Assets

Up

$1,045,470

Up $49,619 (+5.0%) from 2017

Liabilities

Down

$19,950

Down $4,599 (-19%) from 2017

Revenue

Down

$100,592

Down $11,547 (-10%) from 2017

Expenses

Up

$142,830

Up $5,338 (+3.9%) from 2017

Net Income

Down

-$42,238

Down $16,885 (-67%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $856,960Liabilities 2011: $16,385Net Assets 2011: $840,5752011Assets 2012: $935,121Liabilities 2012: $20,920Net Assets 2012: $914,2012012Assets 2013: $1,024,643Liabilities 2013: $14,066Net Assets 2013: $1,010,5772013Assets 2014: $1,039,939Liabilities 2014: $12,939Net Assets 2014: $1,027,0002014Assets 2015: $947,605Liabilities 2015: $12,870Net Assets 2015: $934,7352015Assets 2016: $981,218Liabilities 2016: $38,321Net Assets 2016: $942,8972016Assets 2017: $1,020,400Liabilities 2017: $24,549Net Assets 2017: $995,8512017Assets 2018: $1,065,420Liabilities 2018: $19,950Net Assets 2018: $1,045,4702018Assets 2019: $1,066,421Liabilities 2019: $24,551Net Assets 2019: $1,041,8702019Assets 2020: $1,232,970Liabilities 2020: $20,577Net Assets 2020: $1,212,3932020Assets 2021: $1,408,187Liabilities 2021: $16,089Net Assets 2021: $1,392,0982021Assets 2022: $2,157,751Liabilities 2022: $20,254Net Assets 2022: $2,137,4972022Assets 2023: $2,237,599Liabilities 2023: $17,266Net Assets 2023: $2,220,3332023Assets 2024: $2,645,060Liabilities 2024: $37,221Net Assets 2024: $2,607,8392024

Highlighted filing

2018

Assets$1,065,420
Liabilities$19,950
Net Assets$1,045,470

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $107,380Expenses 2011: $163,406Net Income 2011: -$56,0262011Revenue 2012: $210,227Expenses 2012: $136,502Net Income 2012: $73,7252012Revenue 2013: $156,469Expenses 2013: $129,907Net Income 2013: $26,5622013Revenue 2014: $85,182Expenses 2014: $130,777Net Income 2014: -$45,5952014Revenue 2015: $102,281Expenses 2015: $133,790Net Income 2015: -$31,5092015Revenue 2016: $119,008Expenses 2016: $134,158Net Income 2016: -$15,1502016Revenue 2017: $112,139Expenses 2017: $137,492Net Income 2017: -$25,3532017Revenue 2018: $100,592Expenses 2018: $142,830Net Income 2018: -$42,2382018Revenue 2019: $161,957Expenses 2019: $154,813Net Income 2019: $7,1442019Revenue 2020: $377,815Expenses 2020: $151,815Net Income 2020: $226,0002020Revenue 2021: $139,456Expenses 2021: $152,306Net Income 2021: -$12,8502021Revenue 2022: $1,235,476Expenses 2022: $190,858Net Income 2022: $1,044,6182022Revenue 2023: $170,399Expenses 2023: $197,320Net Income 2023: -$26,9212023Revenue 2024: $172,123Expenses 2024: $167,077Net Income 2024: $5,0462024

Highlighted filing

2018

Revenue$100,592
Expenses$142,830
Net Income-$42,238
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 14, 2019
Return Version
2017v2.3
Gross Receipts
$107,347
Mission and Program Overview

Mission

Museum of local history and historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$935,492$954,206▲ $18,714
Cash and Non-Interest-Bearing Accounts$25,594$58,846▲ $33,252
Land, Buildings, and Equipment, Net$45,663$41,988▼ $3,675
Intangible Assets$4,009$3,963▼ $46
Inventories for Sale or Use$7,059$3,834▼ $3,225
Prepaid Expenses and Deferred Charges$2,583$2,583→ $0
Total Assets$1,020,400$1,065,420▲ $45,020
Liabilities
Accounts Payable and Accrued Expenses$24,549$19,950▼ $4,599
Total Liabilities$24,549$19,950▼ $4,599
Net Assets / Fund Balance
Unrestricted Net Assets$995,851$1,045,470▲ $49,619
Total Net Assets Fund Balance$995,851$1,045,470▲ $49,619
Total Liabilities and Net Assets / Fund Balance$1,020,400$1,065,420▲ $45,020

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$41,988$221,911$263,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David W GriggsDirector andFT$87,259$87,259

Board Members and Trustees

NameTitle
Dorothy ThielgesPresident
Amy OrozcoTrustee
Andy BailardTrustee
Clyde FreemanTrustee
Frank CroweTrustee
Jane BianchinTrustee
Jayne DiazTrustee
Martha HickeyTrustee
Marty PanizzonTrustee
Adrienne KartAssistant Tr
Emily MilesSecretary
Tillie WayTreasurer
Paul FoleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$37,843
Program Service Revenue
$24,070
Investment Income
$18,593
Other Revenue
$20,086
All Other Contributions
$20,408
Change in Net Assets
$-42,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$110,957
Other Expenses$31,873
Total Fundraising Expense$15,611
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$61,081$17,452$8,726$87,259
Office Expenses$9,265$1,158$3,046$13,469
Other Employee Benefits$7,293$2,084$1,042$10,419
Occupancy$6,648$831$831$8,310
Payroll Taxes$4,733$1,352$676$6,761
Pension Plan Contributions$4,562$1,304$652$6,518
Depreciation Depletion$3,721--$3,721
Insurance$2,059$258$258$2,575
Advertising$1,572$197$197$1,966
Travel$1,466$183$183$1,832
Total Functional Expenses$102,400$24,819$15,611$142,830
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,373
Fundraising Direct Expenses$2,915
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Documents available to the public upon request

Filing and Contact Details

Filer

Filer Name
Carpinteria Valley
EIN
95-6137506
Phone
8056843112
Address
956 MAPLE AVENUE, CARPINTERIA, CA 93013

Signing Officer

Name
David W Griggs
Title
Director and Curator
Phone
8056843112
Signed
2019-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David W Griggs
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
53

Preparer

Firm
Meister & Nunes Pc
Address
1101 EUGENIA PL STE B, CARPINTERIA, CA 93013
Preparer
Shelley K Nunes CPA
Phone
8056847629
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Support all program service and exempt causes

Form 990, Part XI, Line 9

Corr on unrel gn on stock 91,857

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

The carpinteria valley museum of history's unique exhibits examine the three major cultures that have made this valley their home: chumash indians, spanish and mexican settlers, and american and immigrant pioneers. Museum exhibits include native american chumash material culture artifacts; spanish & mexican rancho era objects; victorian home furnishings; 19th century farm house kitchen; farming and blacksmith implements and saddles; one-room schoolhouse; early oil development and asphalt mining; agricultural history; world war i; 19th century business office equipment; early transportation vehicles; dolls & toys, and more. The museum's research library and archives hold collections of books, maps, ledgers & records, newspapers, clippings, articles and ephemera on all aspects of valley life, including homes & settlement, businesses, military, social organizations, etc. Also, a rare collection of over 8,000 fully indexed historic photographs. A special collection of 265 oral history tape recordings document first-person accounts of life in carpinteria. Exhibits are open to the public tuesday through saturday from 1 until 4 p.m. Each afternoon. The research library is open to the public by appointment.

Schedule D, Page 2, Part III, Line 4

The carpinteria valley museum of history's collections concentrate on locally relevant historical material and objects which reflect the three major cultures that have made this valley their home: chumash indians, spanish and mexican colonizers, and american and immigrant pioneers. Categories include native american chumash material culture artifacts; spanish & mexican rancho era objects; victorian home furnishings; clothing and textiles; 19th century farm house kitchen and household implements; farming and blacksmith tools & implements; one-room schoolhouse & educational materials; early oil development and asphalt mining; agricultural history; 19th century business office equipment & signs; early transportation saddles, tack, & vehicles; dolls & toys, hunting & sporting goods; military and law enforcement; and more. The museum=s research library and archives hold collections of books, maps, ledgers & records, newspapers, clippings, articles and ephemera on all aspects of valley life, including homes & settlement, businesses & agriculture, military, social organizations, family histories & genealogies. Also, a rare collection of over 6,000 fully indexed historic photographs and a special collection of 265 oral history tape recordings document first-person accounts of life in carpinteria valley. These collections further our mission to operate and maintain a free museum and research library in order to systematically collect, preserve, interpret, and exhibit historical objects, artifacts, documents, and other items of historic significance as they relate to the carpinteria valley; and to provide for the public study, education, and enjoyment of these collections, all of which supports our exempt status as a 501(c)(3) educational organization.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024070
IRS990/ProgSrvcAccomActy2Grp/Desc0MUSEUM COLLECTIONS AND EXHIBITS: DEVELOP, CATALOG, EXHIBIET AND ENSURE PRESERVATION OF ARTIFACTS AND OBJECTS OF CULTURAL PATRIMONY AS RELATED TO LOCAL HISTORY AND LOCAL HISTORICAL CULTURES. DEVELOP CULTURALLY SIGNIFICANT PERMANENT AND SPECIAL EDUCATIONAL EXHIBITS RELATED TO THE HISTORY OF THE LOCAL COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/Desc0HISTORICAL RESEARCH LIBRARY AND ARCHIVES: DEVELOP AND MAINTAIN HISTORICAL LIBRARY WHICH INCLUDES BOOKS, MAPS, ARCHIVES BY SUBJECT EPHEMERA AND MEMORABILIA, PHOTO AND IMAGE ARCHIVES, ORAL HISTORY AUDIO TAPES, AND GENEALOGICAL AND OTHER RESORUCES RELEVANT TO LOCAL HISTORY FOR PRESERVATION AND SCHOLARLY RESEARCH.
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IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
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IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CARPINTERIA VALLEY MUSEUM OF HISTORY'S UNIQUE EXHIBITS EXAMINE THE THREE MAJOR CULTURES THAT HAVE MADE THIS VALLEY THEIR HOME: CHUMASH INDIANS, SPANISH AND MEXICAN SETTLERS, AND AMERICAN AND IMMIGRANT PIONEERS. MUSEUM EXHIBITS INCLUDE NATIVE AMERICAN CHUMASH MATERIAL CULTURE ARTIFACTS; SPANISH & MEXICAN RANCHO ERA OBJECTS; VICTORIAN HOME FURNISHINGS; 19TH CENTURY FARM HOUSE KITCHEN; FARMING AND BLACKSMITH IMPLEMENTS AND SADDLES; ONE-ROOM SCHOOLHOUSE; EARLY OIL DEVELOPMENT AND ASPHALT MINING; AGRICULTURAL HISTORY; WORLD WAR I; 19TH CENTURY BUSINESS OFFICE EQUIPMENT; EARLY TRANSPORTATION VEHICLES; DOLLS & TOYS, AND MORE. THE MUSEUM'S RESEARCH LIBRARY AND ARCHIVES HOLD COLLECTIONS OF BOOKS, MAPS, LEDGERS & RECORDS, NEWSPAPERS, CLIPPINGS, ARTICLES AND EPHEMERA ON ALL ASPECTS OF VALLEY LIFE, INCLUDING HOMES & SETTLEMENT, BUSINESSES, MILITARY, SOCIAL ORGANIZATIONS, ETC. ALSO, A RARE COLLECTION OF OVER 8,000 FULLY INDEXED HISTORIC PHOTOGRAPHS. A SPECIAL COLLECTION OF 265 ORAL HISTORY TAPE RECORDINGS DOCUMENT FIRST-PERSON ACCOUNTS OF LIFE IN CARPINTERIA. EXHIBITS ARE OPEN TO THE PUBLIC TUESDAY THROUGH SATURDAY FROM 1 UNTIL 4 P.M. EACH AFTERNOON. THE RESEARCH LIBRARY IS OPEN TO THE PUBLIC BY APPOINTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CARPINTERIA VALLEY MUSEUM OF HISTORY'S COLLECTIONS CONCENTRATE ON LOCALLY RELEVANT HISTORICAL MATERIAL AND OBJECTS WHICH REFLECT THE THREE MAJOR CULTURES THAT HAVE MADE THIS VALLEY THEIR HOME: CHUMASH INDIANS, SPANISH AND MEXICAN COLONIZERS, AND AMERICAN AND IMMIGRANT PIONEERS. CATEGORIES INCLUDE NATIVE AMERICAN CHUMASH MATERIAL CULTURE ARTIFACTS; SPANISH & MEXICAN RANCHO ERA OBJECTS; VICTORIAN HOME FURNISHINGS; CLOTHING AND TEXTILES; 19TH CENTURY FARM HOUSE KITCHEN AND HOUSEHOLD IMPLEMENTS; FARMING AND BLACKSMITH TOOLS & IMPLEMENTS; ONE-ROOM SCHOOLHOUSE & EDUCATIONAL MATERIALS; EARLY OIL DEVELOPMENT AND ASPHALT MINING; AGRICULTURAL HISTORY; 19TH CENTURY BUSINESS OFFICE EQUIPMENT & SIGNS; EARLY TRANSPORTATION SADDLES, TACK, & VEHICLES; DOLLS & TOYS, HUNTING & SPORTING GOODS; MILITARY AND LAW ENFORCEMENT; AND MORE. THE MUSEUM=S RESEARCH LIBRARY AND ARCHIVES HOLD COLLECTIONS OF BOOKS, MAPS, LEDGERS & RECORDS, NEWSPAPERS, CLIPPINGS, ARTICLES AND EPHEMERA ON ALL ASPECTS OF VALLEY LIFE, INCLUDING HOMES & SETTLEMENT, BUSINESSES & AGRICULTURE, MILITARY, SOCIAL ORGANIZATIONS, FAMILY HISTORIES & GENEALOGIES. ALSO, A RARE COLLECTION OF OVER 6,000 FULLY INDEXED HISTORIC PHOTOGRAPHS AND A SPECIAL COLLECTION OF 265 ORAL HISTORY TAPE RECORDINGS DOCUMENT FIRST-PERSON ACCOUNTS OF LIFE IN CARPINTERIA VALLEY. THESE COLLECTIONS FURTHER OUR MISSION TO OPERATE AND MAINTAIN A FREE MUSEUM AND RESEARCH LIBRARY IN ORDER TO SYSTEMATICALLY COLLECT, PRESERVE, INTERPRET, AND EXHIBIT HISTORICAL OBJECTS, ARTIFACTS, DOCUMENTS, AND OTHER ITEMS OF HISTORIC SIGNIFICANCE AS THEY RELATE TO THE CARPINTERIA VALLEY; AND TO PROVIDE FOR THE PUBLIC STUDY, EDUCATION, AND ENJOYMENT OF THESE COLLECTIONS, ALL OF WHICH SUPPORTS OUR EXEMPT STATUS AS A 501(C)(3) EDUCATIONAL ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041988
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT ALL PROGRAM SERVICE AND EXEMPT CAUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CORR ON UNREL GN ON STOCK 91,857
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0142830
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IRS990/TotalOtherProgSrvcExpenseAmt0102400
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IRS990/TotalProgramServiceExpensesAmt0102400
IRS990/TotalProgramServiceRevenueAmt024070
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0100592
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IRS990/TravelGrp/FundraisingAmt0183
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IRS990/WebsiteAddressTxt0WWW.CARPINTERIAHISTORICALMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID W GRIGGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR AND CURATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08056843112
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPINTERIA VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0956137506
ReturnHeader/Filer/PhoneNum08056843112
ReturnHeader/Filer/USAddress/AddressLine1Txt0956 MAPLE AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.04$2.61$0.17$0.17$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.02$2.22$0.17$0.20$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.02$2.14$1.24$0.19$1.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.02$1.39$0.14$0.15$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.02$1.21$0.38$0.15$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.02$1.04$0.16$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.02$1.05$0.10$0.14$0.04
2017Summary only. Only limited summary data is available for this year.$1.02$0.02$1.00$0.11$0.14$0.03
2016Summary only. Only limited summary data is available for this year.$0.98$0.04$0.94$0.12$0.13$0.02
2015Summary only. Only limited summary data is available for this year.$0.95$0.01$0.93$0.10$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$1.04$0.01$1.03$0.09$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.02$0.01$1.01$0.16$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$0.94$0.02$0.91$0.21$0.14$0.07
2011Summary only. Only limited summary data is available for this year.$0.86$0.02$0.84$0.11$0.16$0.06