Civic Intelligence

Carpinteria Valley Historical Society

990 • Fiscal year 2020 • EIN 95-6137506

Oct 01, 2019 to Sep 30, 2020 • Filed on Jun 11, 2021

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

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

34th percentile

0.05x

Higher debt load relative to revenue than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$92,285

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 24.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

16%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,232,970

Up $166,549 (+16%) from 2019

Net Assets

Up

$1,212,393

Up $170,523 (+16%) from 2019

Liabilities

Down

$20,577

Down $3,974 (-16%) from 2019

Revenue

Up

$377,815

Up $215,858 (+133%) from 2019

Expenses

Down

$151,815

Down $2,998 (-1.9%) from 2019

Net Income

Up

$226,000

Up $218,856 (+3063%) from 2019

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

2020

Assets$1,232,970
Liabilities$20,577
Net Assets$1,212,393

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

2020

Revenue$377,815
Expenses$151,815
Net Income$226,000
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jun 11, 2021
Return Version
2019v5.0
Gross Receipts
$440,434
Mission and Program Overview

Mission

Museum of local history and historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$959,512$1,117,230▲ $157,718
Cash and Non-Interest-Bearing Accounts$58,651$71,704▲ $13,053
Land, Buildings, and Equipment, Net$38,315$34,640▼ $3,675
Intangible Assets$3,916$3,869▼ $47
Inventories for Sale or Use$3,444$2,944▼ $500
Prepaid Expenses and Deferred Charges$2,583$2,583→ $0
Total Assets$1,066,421$1,232,970▲ $166,549
Liabilities
Accounts Payable and Accrued Expenses$24,551$20,577▼ $3,974
Total Liabilities$24,551$20,577▼ $3,974
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,041,870$1,212,393▲ $170,523
Total Net Assets Fund Balance$1,041,870$1,212,393▲ $170,523
Total Liabilities and Net Assets / Fund Balance$1,066,421$1,232,970▲ $166,549

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$34,640$229,259$263,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David W GriggsDirector andFT$92,285$92,285

Board Members and Trustees

NameTitle
Dorothy ThielgesPresident
Amy OrozcoTrustee
Andy BailardTrustee
Clyde FreemanTrustee
Frank CroweTrustee
Jane BianchinTrustee
Jayne DiazTrustee
Llew GoodfieldTrustee
Martha HickeyTrustee
Marty PanizzonTrustee
Mary FoleyTrustee
Emily MilesSecretary
Renee OmwegTreasurer
Paul FoleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$297,024
Program Service Revenue
$10,450
Investment Income
$62,378
Other Revenue
$7,963
All Other Contributions
$282,754
Change in Net Assets
$226,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$120,957
Other Expenses$30,858
Total Fundraising Expense$16,024
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$64,600$18,457$9,228$92,285
Other Employee Benefits$8,615$2,461$1,230$12,306
Office Expenses$8,181$1,022$2,373$11,576
Occupancy$7,492$937$937$9,366
Pension Plan Contributions$6,459$1,846$923$9,228
Payroll Taxes$4,996$1,428$714$7,138
Depreciation Depletion$3,722--$3,722
Advertising$1,987$249$249$2,485
Insurance$1,555$194$194$1,943
Travel$1,315$164$164$1,643
Royalties$99$12$12$123
Total Functional Expenses$109,021$26,770$16,024$151,815
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,672
Fundraising Direct Expenses$963
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 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
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
2021-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David W Griggs
Voting Board Members
14
Independent Board Members
14
Employees
1

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

Increase in endowment fund 74,000 increase in endowment fund

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR AND
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IRS990/OfficeExpensesGrp/TotalAmt011576
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt074000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01230
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02461
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08615
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012306
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0714
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01428
IRS990/PayrollTaxesGrp/ProgramServicesAmt04996
IRS990/PayrollTaxesGrp/TotalAmt07138
IRS990/PensionPlanContributionsGrp/FundraisingAmt0923
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01846
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06459
IRS990/PensionPlanContributionsGrp/TotalAmt09228
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02583
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02583
IRS990/PrincipalOfficerNm0DAVID W GRIGGS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MARKETPLACE SPACE RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010450
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.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SUPPORT ALL PROGRAM SERVICE AND EXEMPT CAUSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0109021
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt010450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt088751
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt034711
IRS990/PYOtherExpensesAmt035907
IRS990/PYOtherRevenueAmt017370
IRS990/PYProgramServiceRevenueAmt021125
IRS990/PYRevenuesLessExpensesAmt07144
IRS990/PYSalariesCompEmpBnftPaidAmt0118906
IRS990/PYTotalExpensesAmt0154813
IRS990/PYTotalRevenueAmt0161957
IRS990/ReconcilationRevenueExpnssAmt0226000
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/FundraisingAmt012
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt012
IRS990/RoyaltiesGrp/ProgramServicesAmt099
IRS990/RoyaltiesGrp/TotalAmt0123
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt01847
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0297024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt039894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0499331
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022612
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028954
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021837
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0128623
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0189106
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79520
IRS990ScheduleA/PublicSupportPY170Pct00.66410
IRS990ScheduleA/PublicSupportTotal170Amt0499331
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0297024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt039894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035819
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0499331
IRS990ScheduleA/TotalSupportAmt0627954
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034640
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0229259
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0263899
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034640
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt3INCREASE IN ENDOWMENT FUND 74,000 INCREASE IN ENDOWMENT FUND
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01066421
IRS990/TotalAssetsEOYAmt01232970
IRS990/TotalAssetsGrp/BOYAmt01066421
IRS990/TotalAssetsGrp/EOYAmt01232970
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0297024
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016024
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026770
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109021
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024551
IRS990/TotalLiabilitiesEOYAmt020577
IRS990/TotalLiabilitiesGrp/BOYAmt024551
IRS990/TotalLiabilitiesGrp/EOYAmt020577
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01041870
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01212393
IRS990/TotalOtherProgSrvcExpenseAmt0109021
IRS990/TotalOtherProgSrvcRevenueAmt010450
IRS990/TotalProgramServiceExpensesAmt0109021
IRS990/TotalProgramServiceRevenueAmt010450
IRS990/TotalReportableCompFromOrgAmt092285
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377815
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01066421
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01232970
IRS990/TravelGrp/FundraisingAmt0164
IRS990/TravelGrp/ManagementAndGeneralAmt0164
IRS990/TravelGrp/ProgramServicesAmt01315
IRS990/TravelGrp/TotalAmt01643

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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