Civic Intelligence

Carpinteria Valley Historical Society

990 • Fiscal year 2023 • EIN 95-6137506

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 30, 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

29th percentile

0.01x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.10x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$88,958

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 52.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

48th percentile

3.7%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,237,599

Up $79,848 (+3.7%) from 2022

Net Assets

Up

$2,220,333

Up $82,836 (+3.9%) from 2022

Liabilities

Down

$17,266

Down $2,988 (-15%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin18th percentile

Revenue

Down

$170,399

Down $1,065,077 (-86%) from 2022

Expenses

Up

$197,320

Up $6,462 (+3.4%) from 2022

Net Income

Down

-$26,921

Down $1,071,539 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$2,237,599
Liabilities$17,266
Net Assets$2,220,333
Open 2023 Filing

Operations Trend

Revenue Growth1st 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

2023

Revenue$170,399
Expenses$197,320
Net Income-$26,921
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$351,342
Mission and Program Overview

Mission

Museum of local history and historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,894,258$1,957,808▲ $63,550
Cash and Non-Interest-Bearing Accounts$226,225$244,138▲ $17,913
Land, Buildings, and Equipment, Net$27,293$23,619▼ $3,674
Inventories for Sale or Use$3,616$5,722▲ $2,106
Intangible Assets$3,776$3,729▼ $47
Prepaid Expenses and Deferred Charges$2,583$2,583→ $0
Total Assets$2,157,751$2,237,599▲ $79,848
Liabilities
Accounts Payable and Accrued Expenses$20,254$17,266▼ $2,988
Total Liabilities$20,254$17,266▼ $2,988
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,137,497$2,220,333▲ $82,836
Total Net Assets Fund Balance$2,137,497$2,220,333▲ $82,836
Total Liabilities and Net Assets / Fund Balance$2,157,751$2,237,599▲ $79,848

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,619$240,280$263,899
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jayme YahrDirector & CFT$88,958$88,958
David GriggsDirector & CFT$25,000$25,000

Board Members and Trustees

NameTitle
Dorothy ThielgesPresident
Amy OrozcoTrustee
Clyde FreemanTrustee
Frank CroweTrustee
Jayne DiazTrustee
Llew GoodfieldTrustee
Marty PanizzonTrustee
Renee OmwegTrustee
Andy BailardFinance Comm
Mary Bailard FoleySecretary
Tillie WayTreasurer
Paul FoleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$29,240
Program Service Revenue
$11,651
Investment Income
$109,097
Other Revenue
$20,411
All Other Contributions
$11,698
Change in Net Assets
$-26,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$129,919
Other Expenses$67,401
Total Fundraising Expense$20,431
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$79,771$22,792$11,395$113,958
Occupancy$33,591$4,199$4,199$41,989
Office Expenses$11,490$1,038$2,664$15,192
Payroll Taxes$6,464$1,847$923$9,234
Other Employee Benefits$2,958$846$423$4,227
Depreciation Depletion$3,721--$3,721
Insurance$2,542$226$226$2,994
Fees for Services Other$2,107$264$264$2,635
Pension Plan Contributions$1,750$500$250$2,500
Advertising$516$64$64$644
Royalties$126$16$16$158
Travel$54$7$7$68
Total Functional Expenses$145,090$31,799$20,431$197,320
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
Director & Curator
Phone
8056843112
Signed
2024-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jayme Yahr
Voting Board Members
13
Independent Board Members
13
Employees
2

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”

Raw XML AppendixShowing 400 of 427 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.

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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0423
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0846
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02958
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0923
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IRS990/PayrollTaxesGrp/ProgramServicesAmt06464
IRS990/PayrollTaxesGrp/TotalAmt09234
IRS990/PensionPlanContributionsGrp/FundraisingAmt0250
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0500
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01750
IRS990/PensionPlanContributionsGrp/TotalAmt02500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02583
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IRS990/PrincipalOfficerNm0JAYME YAHR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MARKETPLACE SPACE RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011651
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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/ExpenseAmt0145090
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011651
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01132704
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt066128
IRS990/PYOtherExpensesAmt050768
IRS990/PYOtherRevenueAmt019564
IRS990/PYProgramServiceRevenueAmt017080
IRS990/PYRevenuesLessExpensesAmt01044618
IRS990/PYSalariesCompEmpBnftPaidAmt0140090
IRS990/PYTotalExpensesAmt0190858
IRS990/PYTotalRevenueAmt01235476
IRS990/ReconcilationRevenueExpnssAmt0-26921
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/FundraisingAmt016
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt016
IRS990/RoyaltiesGrp/ProgramServicesAmt0126
IRS990/RoyaltiesGrp/TotalAmt0158
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt07739
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt07739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01132704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0297024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt088751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01622708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025328
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0217887
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0373582
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88160
IRS990ScheduleA/PublicSupportPY170Pct00.91120
IRS990ScheduleA/PublicSupportTotal170Amt01622708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01132704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074989
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0297024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt088751
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01622708
IRS990ScheduleA/TotalSupportAmt01840595
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023619
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0240280
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0263899
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023619
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/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
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031799
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145090
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197320
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020254
IRS990/TotalLiabilitiesEOYAmt017266
IRS990/TotalLiabilitiesGrp/BOYAmt020254
IRS990/TotalLiabilitiesGrp/EOYAmt017266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02137497
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02220333
IRS990/TotalOtherProgSrvcExpenseAmt0145090
IRS990/TotalOtherProgSrvcRevenueAmt011651
IRS990/TotalProgramServiceExpensesAmt0145090
IRS990/TotalProgramServiceRevenueAmt011651
IRS990/TotalReportableCompFromOrgAmt0113958
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170399
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02157751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02237599
IRS990/TravelGrp/FundraisingAmt07
IRS990/TravelGrp/ManagementAndGeneralAmt07
IRS990/TravelGrp/ProgramServicesAmt054
IRS990/TravelGrp/TotalAmt068
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0956 MAPLE AVE
IRS990/USAddress/CityNm0CARPINTERIA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093013
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.CARPINTERIAHISTORICALMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYME YAHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR & CURATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08056843112

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,237,599
Liabilities
$17,266
Net assets
$2,220,333
Revenue
$170,399
Expenses
$197,320
Net income
-$26,921
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
2023Detailed filing. Detailed filing data is available for this year.$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