Civic Intelligence

Carpinteria Valley Historical Society

990 • Fiscal year 2024 • EIN 95-6137506

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 06, 2024

Organization ProfileWWW.CARPINTERIAHISTORICALMUSEUM.ORG
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

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$95,610

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 55.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

1.0%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,645,060

Up $407,461 (+18%) from 2023

Net Assets

Up

$2,607,839

Up $387,506 (+17%) from 2023

Liabilities

Up

$37,221

Up $19,955 (+116%) from 2023

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin46th percentile

Revenue

Up

$172,123

Up $1,724 (+1.0%) from 2023

Expenses

Down

$167,077

Down $30,243 (-15%) from 2023

Net Income

Up

$5,046

Up $31,967 (+119%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2024

Assets$2,645,060
Liabilities$37,221
Net Assets$2,607,839
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

2024

Revenue$172,123
Expenses$167,077
Net Income$5,046
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 6, 2024
Return Version
2023v5.0
Gross Receipts
$172,123
Mission and Program Overview

Mission

Museum of local history and historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,957,808$2,436,204▲ $478,396
Cash and Non-Interest-Bearing Accounts$244,138$178,292▼ $65,846
Land, Buildings, and Equipment, Net$23,619$19,945▼ $3,674
Inventories for Sale or Use$5,722$4,353▼ $1,369
Intangible Assets$3,729$3,683▼ $46
Prepaid Expenses and Deferred Charges$2,583$2,583→ $0
Total Assets$2,237,599$2,645,060▲ $407,461
Liabilities
Accounts Payable and Accrued Expenses$17,266$37,221▲ $19,955
Total Liabilities$17,266$37,221▲ $19,955
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,220,333$2,569,962▲ $349,629
Net Assets With Donor Restrictions-$37,877-
Total Net Assets Fund Balance$2,220,333$2,607,839▲ $387,506
Total Liabilities and Net Assets / Fund Balance$2,237,599$2,645,060▲ $407,461

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,945$243,954$263,899
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jayme YahrExec Director & CFT$95,610$95,610

Board Members and Trustees

NameTitle
Paul FoleyPresident
Amy OrozcoTrustee
Clyde FreemanTrustee
Dorothy ThielgesTrustee
Jim CamposTrustee
Marty PanizzonTrustee
Mazie ChauvinTrustee
Andy BailardSecretary/fi
Mary Bailard FoleyTreasurer
Frank CroweVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$63,637
Program Service Revenue
$8,666
Investment Income
$89,129
Other Revenue
$10,691
All Other Contributions
$41,702
Change in Net Assets
$5,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$104,392
Other Expenses$62,685
Total Fundraising Expense$16,742
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$66,927$19,122$9,561$95,610
Occupancy$19,088$2,387$2,387$23,862
Office Expenses$9,971$969$3,277$14,217
Payroll Taxes$5,257$1,502$751$7,510
Fees for Services Other$3,155$395$395$3,945
Depreciation Depletion$3,720--$3,720
Insurance$2,559$228$228$3,015
Other Expenses$1,642--$1,642
Other Employee Benefits$891$254$127$1,272
Royalties$129$16$16$161
Total Functional Expenses$125,462$24,873$16,742$167,077
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Jayme Yahr
Title
Exec Director & Curator
Phone
8056843112
Signed
2024-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jayme Yahr
Voting Board Members
10
Independent Board Members
10
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

“Donor restricted funds 35,377”

Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017266
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037221
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MUSEUM OF LOCAL HISTORY AND HISTORICAL SOCIETY
IRS990/AllOtherContributionsAmt041702
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JAYME YAHR
IRS990/BooksInCareOfDetail/PhoneNum08056843112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0956 MAPLE AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARPINTERIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093013
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0244138
IRS990/CashNonInterestBearingGrp/EOYAmt0178292
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09561
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt019122
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt066927
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt095610
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt063637
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt089129
IRS990/CYOtherExpensesAmt062685
IRS990/CYOtherRevenueAmt010691
IRS990/CYProgramServiceRevenueAmt08666
IRS990/CYRevenuesLessExpensesAmt05046
IRS990/CYSalariesCompEmpBnftPaidAmt0104392
IRS990/CYTotalExpensesAmt0167077
IRS990/CYTotalFundraisingExpenseAmt016742
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0172123
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03720
IRS990/DepreciationDepletionGrp/TotalAmt03720
IRS990/Desc0EDUCATION AND TOURS: VISITOR COUNT OF OVER 10,000 ENGAGED THE HISTORICAL EXHIBITS, SPECIAL PROGRAMS AND TOURS SUPPORTING LOCAL HISTORY, SCHOOL CURRICULA AND OTHER SPECIAL ACADEMIC INTERESTS; COMPILE AND PUBLISH A MONTHLY NEWSLETTER DOCUMENTING LOCAL HISTORY; TOURS TO CULTURALLY HISTORICAL SITES, EVENTS AND INSTITUTIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt037877
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt0395
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0395
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03155
IRS990/FeesForServicesOtherGrp/TotalAmt03945
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0JAYME YAHR
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2FRANK CROWE
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY BAILARD FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDY BAILARD
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM CAMPOS
IRS990/Form990PartVIISectionAGrp/PersonNm6CLYDE FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MAZIE CHAUVIN
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY OROZCO
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTY PANIZZON
IRS990/Form990PartVIISectionAGrp/PersonNm10DOROTHY THIELGES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt095610
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/TitleTxt0EXEC DIR & C
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/FI
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-14340
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0-14340
IRS990/GrossReceiptsAmt0172123
IRS990/GrossSalesOfInventoryAmt07073
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0228
IRS990/InsuranceGrp/ManagementAndGeneralAmt0228
IRS990/InsuranceGrp/ProgramServicesAmt02559
IRS990/InsuranceGrp/TotalAmt03015
IRS990/IntangibleAssetsGrp/BOYAmt03729
IRS990/IntangibleAssetsGrp/EOYAmt03683
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05722
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04353
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0103469
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103469
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01957808
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02436204
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0243954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023619
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019945
IRS990/LandBldgEquipCostOrOtherBssAmt0263899
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt021935
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MUSEUM OF LOCAL HISTORY AND HISTORICAL SOCIETY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02220333
IRS990/NetAssetsOrFundBalancesEOYAmt02607839
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-14340
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14340
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07073
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt07073
IRS990/NetUnrlzdGainsLossesInvstAmt0347083
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02220333
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02569962
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt02387
IRS990/OccupancyGrp/ManagementAndGeneralAmt02387
IRS990/OccupancyGrp/ProgramServicesAmt019088
IRS990/OccupancyGrp/TotalAmt023862
IRS990/OfficeExpensesGrp/FundraisingAmt03277
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0969
IRS990/OfficeExpensesGrp/ProgramServicesAmt09971
IRS990/OfficeExpensesGrp/TotalAmt014217
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt035377
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0127
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0254
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0891
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01272
IRS990/OtherExpensesGrp/Desc0GRANT RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENT COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt012123
IRS990/OtherExpensesGrp/ProgramServicesAmt11642
IRS990/OtherExpensesGrp/TotalAmt012123
IRS990/OtherExpensesGrp/TotalAmt11642
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0751
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01502
IRS990/PayrollTaxesGrp/ProgramServicesAmt05257
IRS990/PayrollTaxesGrp/TotalAmt07510
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02583
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02583
IRS990/PrincipalOfficerNm0JAYME YAHR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MARKETPLACE SPACE RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08666
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/ExpenseAmt0125462
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08666
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029240
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0109097
IRS990/PYOtherExpensesAmt067401
IRS990/PYOtherRevenueAmt020411
IRS990/PYProgramServiceRevenueAmt011651
IRS990/PYRevenuesLessExpensesAmt0-26921
IRS990/PYSalariesCompEmpBnftPaidAmt0129919
IRS990/PYTotalExpensesAmt0197320
IRS990/PYTotalRevenueAmt0170399
IRS990/ReconcilationRevenueExpnssAmt05046
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/FundraisingAmt016
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt016
IRS990/RoyaltiesGrp/ProgramServicesAmt0129
IRS990/RoyaltiesGrp/TotalAmt0161
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt03618
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt03618
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt063637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01132704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0297024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01597594
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0103468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt081591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029892
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0296027
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0427294
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84370
IRS990ScheduleA/PublicSupportPY170Pct00.88160
IRS990ScheduleA/PublicSupportTotal170Amt01597594
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt063637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01132704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt074989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0297024
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01597594
IRS990ScheduleA/TotalSupportAmt01893621
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019945
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0243954
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0263899
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019945
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/ExplanationTxt3DONOR RESTRICTED FUNDS 35,377
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/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02237599
IRS990/TotalAssetsEOYAmt02645060
IRS990/TotalAssetsGrp/BOYAmt02237599
IRS990/TotalAssetsGrp/EOYAmt02645060
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063637
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016742
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024873
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125462
IRS990/TotalFunctionalExpensesGrp/TotalAmt0167077
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017266
IRS990/TotalLiabilitiesEOYAmt037221
IRS990/TotalLiabilitiesGrp/BOYAmt017266
IRS990/TotalLiabilitiesGrp/EOYAmt037221
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02220333
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02607839
IRS990/TotalOtherProgSrvcExpenseAmt0125462
IRS990/TotalOtherProgSrvcRevenueAmt08666
IRS990/TotalProgramServiceExpensesAmt0125462
IRS990/TotalProgramServiceRevenueAmt08666
IRS990/TotalReportableCompFromOrgAmt095610
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108486
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172123
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02237599
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02645060
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0956 MAPLE AVE
IRS990/USAddress/CityNm0CARPINTERIA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093013
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CARPINTERIAHISTORICALMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYME YAHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC DIR & CURATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08056843112
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-06
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
ReturnHeader/Filer/USAddress/CityNm0CARPINTERIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810920095
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEISTER & NUNES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 EUGENIA PL STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARPINTERIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093013
ReturnHeader/PreparerPersonGrp/PhoneNum08056847629
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLEY K NUNES CPA
ReturnHeader/ReturnTs02024-12-10T18:56:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,060
Liabilities
$37,221
Net assets
$2,607,839
Revenue
$172,123
Expenses
$167,077
Net income
$5,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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