Civic Intelligence

History Center of San Luis Obispo County

990 • Fiscal year 2018 • EIN 95-6150680

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileHISTORYCENTERSLO.ORG
696 Monterey StreetSan Luis Obispo, CA 93401

(805) 543-0638

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

11th percentile

-17%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-2.3%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets29th percentile

Assets

Flat

$948,072

Flat from 2018

Net Assets

Flat

$947,417

Flat from 2018

Liabilities

Flat

$655

Flat from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin9th percentile

Revenue

Flat

$365,043

Flat from 2018

Expenses

Flat

$487,973

Flat from 2018

Net Income

Flat

-$122,930

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $792,980Liabilities 2011: $3,341Net Assets 2011: $789,6392011Assets 2012: $847,257Liabilities 2012: $589Net Assets 2012: $846,6682012Assets 2013: $940,352Liabilities 2013: $465Net Assets 2013: $939,8872013Assets 2014: $866,478Liabilities 2014: $7,960Net Assets 2014: $858,5182014Assets 2015: $935,905Liabilities 2015: $2,718Net Assets 2015: $933,1872015Assets 2016: $1,028,609Liabilities 2016: $1,213Net Assets 2016: $1,027,3962016Assets 2017: $1,136,262Liabilities 2017: $3,002Net Assets 2017: $1,133,2602017Assets 2018: $948,072Liabilities 2018: $655Net Assets 2018: $947,4172018Assets 2018: $948,072Liabilities 2018: $655Net Assets 2018: $947,4172018Assets 2019: $936,286Liabilities 2019: $1,143Net Assets 2019: $935,1432019Assets 2020: $876,354Liabilities 2020: $52,760Net Assets 2020: $823,5942020Assets 2021: $1,054,026Liabilities 2021: $26,200Net Assets 2021: $1,027,8262021Assets 2022: $1,030,440Liabilities 2022: $37,903Net Assets 2022: $992,5372022Assets 2023: $1,118,593Liabilities 2023: $40,556Net Assets 2023: $1,078,0372023Assets 2024: $1,191,438Liabilities 2024: $44,401Net Assets 2024: $1,147,0372024

Highlighted filing

2018

Assets$948,072
Liabilities$655
Net Assets$947,417
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $249,521Expenses 2011: $266,570Net Income 2011: -$17,0492011Revenue 2012: $305,148Expenses 2012: $248,119Net Income 2012: $57,0292012Revenue 2013: $379,991Expenses 2013: $286,772Net Income 2013: $93,2192013Revenue 2014: $218,093Expenses 2014: $299,462Net Income 2014: -$81,3692014Revenue 2015: $325,785Expenses 2015: $251,116Net Income 2015: $74,6692015Revenue 2016: $320,890Expenses 2016: $259,130Net Income 2016: $61,7602016Revenue 2017: $373,626Expenses 2017: $314,833Net Income 2017: $58,7932017Revenue 2018: $365,043Expenses 2018: $487,973Net Income 2018: -$122,9302018Revenue 2018: $365,043Expenses 2018: $487,973Net Income 2018: -$122,9302018Revenue 2019: $221,852Expenses 2019: $288,102Net Income 2019: -$66,2502019Revenue 2020: $159,308Expenses 2020: $294,626Net Income 2020: -$135,3182020Revenue 2021: $402,371Expenses 2021: $246,966Net Income 2021: $155,4052021Revenue 2022: $347,139Expenses 2022: $287,296Net Income 2022: $59,8432022Revenue 2023: $325,231Expenses 2023: $293,948Net Income 2023: $31,2832023Revenue 2024: $332,920Expenses 2024: $311,095Net Income 2024: $21,8252024

Highlighted filing

2018

Revenue$365,043
Expenses$487,973
Net Income-$122,930
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$427,715
Mission and Program Overview

Mission

To promote the understanding and appreciation of san luis obispo county's historical and cultural heritage by collecting, preserving, and exhibiting historical aritfacts, records, images, and documents; providing access to its collections and cooperating with other regional organizations to promote their goals and programs.

The history center's mission is to promote the understanding and appreciation of san luis obispo county history.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$819,518$635,557▼ $183,961
Cash and Non-Interest-Bearing Accounts$29,950$29,149▼ $801
Land, Buildings, and Equipment, Net$12,418$8,990▼ $3,428
Total Assets$1,136,262$948,072▼ $188,190
Other Assets Total$274,376$274,376→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,852--
Other Liabilities$150$655▲ $505
Total Liabilities$3,002$655▼ $2,347
Net Assets / Fund Balance
Unrestricted Net Assets$842,233$745,652▼ $96,581
Temporarily Rstr Net Assets$291,027$201,765▼ $89,262
Total Net Assets Fund Balance$1,133,260$947,417▼ $185,843
Total Liabilities and Net Assets / Fund Balance$1,136,262$948,072▼ $188,190

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,990$8,148$17,138
Other Assets Org$274,376--
Other Securities$163,466--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
John AshbaughPresident
Sandy BaerVice President
Allison GrovesDirector
Berlin LoaDirector
John SchutzDirector
Pete KelleyDirector
Phil TillmanDirector
Zachary MckiernanDirector
Julie MooreSecretary
Roberta SoulesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$309,760
Program Service Revenue
$22,608
Investment Income
$37,001
Other Revenue
$-4,326
All Other Contributions
$183,205
Change in Net Assets
$-122,930

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Securities Publicly Traded$53,546
Other Non Cash Contri Table$1,000
Total Noncash Contributions$54,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,397
Salaries, Compensation, and Employee Benefits$180,576
Grants and Similar Amounts Paid$95,000
Total Fundraising Expense$3,005
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,550--$103,550
Grants to Domestic Orgs$95,000--$95,000
Comp Disqual Persons-$60,905-$60,905
Payroll Taxes$10,594$5,527-$16,121
All Other Expenses$12,024-$3,005$15,029
Other Expenses$14,120$4,731-$14,120
Fees for Services Management$8,581--$8,581
Fees for Services Legal$6,424--$6,424
Office Expenses$4,094--$4,094
Depreciation Depletion$3,428--$3,428
Total Functional Expenses$413,805$71,163$3,005$487,973
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wine and the Vines LLCSan Luis Obispo, CA-Document and Present History of Central Coast Grape Growing and Winemaking$95,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,126
Fundraising Gross Income$4,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Exhibition Opening Gala$24,935$4,800$9,126$-4,326
Total Events$24,935$4,800$9,126$-4,326
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposits$500
Sales Tax Payable$155
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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 organization has approximately 150 members.”

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

“The members of the organization are given the opportunity to vote in electing the governing body.”

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

“The decision made by the governing body to change the name of the organization, mission, or to their own voting rights as defined in the bylaws, must by approved by the members of the organization.”

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

“The staff, finance committee, and members of the board review the form 990.”

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

“An interested party is under a continuing obligation to disclose any actual or potential conflict of interest as soon as it is known or should be known. The disclosure is provided to the board or the secretary of the board and the board shall determine the appropriate organizational response including ensuring that the proposed transaction is approved by only the disinterested members of the board and following specific procedures to address the conflict. Members sign an annual affirmation of compliance disclosure statement.”

Form 990, Part VI, Section C, Line 19

“The governing documents are made available upon request. All other documents would have to be requested and then released upon approval of the board or the executive committee.”

Filing and Contact Details

Filer

Filer Name
History Center of
EIN
95-6150680
Phone
8055430638
Address
696 MONTEREY STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
John Ashbaugh
Title
Board President
Phone
8055430638
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Ashbaugh
Formed
1953
Legal Domicile
CA
Voting Board Members
150
Independent Board Members
150
Employees
10
Volunteers
45

Preparer

Firm
Longcrier & Associates Cpas Llp
Address
100 CROSS ST SUITE 103, SAN LUIS OBISPO, CA 93401-7570
Preparer
Jayme Phillips
Phone
8055412500
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“Collections including architecture, documents, images, and objects are displayed in exhibitions and made available to the public for education, research and enjoyment.”

Raw XML AppendixShowing 400 of 508 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/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05527
IRS990/PayrollTaxesGrp/ProgramServicesAmt010594
IRS990/PayrollTaxesGrp/TotalAmt016121
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN ASHBAUGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18310
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18310
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2130
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0291218
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030864
IRS990/PYOtherExpensesAmt0158338
IRS990/PYOtherRevenueAmt0-399
IRS990/PYProgramServiceRevenueAmt051943
IRS990/PYRevenuesLessExpensesAmt058793
IRS990/PYSalariesCompEmpBnftPaidAmt0156495
IRS990/PYTotalExpensesAmt0314833
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0373626
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-122930
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt041696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0297934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0300180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0242704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0200110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101968
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01142896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019088
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt030864
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016169
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016324
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096700
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0287069
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92200
IRS990ScheduleA/PublicSupportPY170Pct00.91870
IRS990ScheduleA/PublicSupportTotal170Amt01142896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0297934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0300180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0242704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0200110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101968
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01142896
IRS990ScheduleA/TotalSupportAmt01239596
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/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/FundsAndOtherAccountsContriAmt0106686
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt095000
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt092650
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0274376
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FIXED ASSETS - AT COST
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08990
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08148
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt017138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0155
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENTAL DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0143579
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt188425
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2240087
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3163466
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER MONEY MARKET & MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CAPITAL INCOME BUILDER-A
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERICAN BALANCED FUND-A
IRS990ScheduleD/OtherSecuritiesGrp/Desc3THE INCOME FUND OF AMERICA-A
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COLLECTIONS INCLUDING ARCHITECTURE, DOCUMENTS, IMAGES, AND OBJECTS ARE DISPLAYED IN EXHIBITIONS AND MADE AVAILABLE TO THE PUBLIC FOR EDUCATION, RESEARCH AND ENJOYMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 1A:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08990
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0274376
IRS990ScheduleD/TotalBookValueSecuritiesAmt0635557
IRS990ScheduleD/TotalLiabilityAmt0655
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020135
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020135
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09126
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EXHIBITION OPENING GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4326
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09126
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09126
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt095000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DOCUMENT AND PRESENT HISTORY OF CENTRAL COAST GRAPE GROWING AND WINEMAKING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WINE AND THE VINES LLC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03592 BROAD STREET STE 104
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093401
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A FISCAL SPONSORSHIP AGREEMENT WITH THE GRANTEE TO COORDINATE THE SPONSORED PROGRAM AND SEE THAT THE FUNDS ARE USED FOR THEIR CHARITABLE PURPOSE. THE ORGANIZATION IS TO BE GRANTED FULL ACCESS TO THE BOOKS AND RECORDS OF THE GRANTEE, AND THE GRANTEE IS TO SUBMIT FULL AND COMPLETE QUARTERLY REPORTS TO THE ORGANIZATION. THIS AGREEMENT WAS TERMINATED DURING 2018.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ArchaeologicalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ArchaeologicalArtifactsGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/ArtHistoricalTreasuresGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ArtHistoricalTreasuresGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/ClothingAndHouseholdGoodsGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/CollectiblesGrp/NonCashCheckboxInd0X
IRS990ScheduleM/CollectiblesGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/HistoricalArtifactsGrp/NonCashCheckboxInd0X
IRS990ScheduleM/HistoricalArtifactsGrp/NoncashContributionsRptF990Amt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0AUCTION ITEMS
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt01000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt053546
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0ZERO AMOUNTS HAVE BEEN REPORTED ON PAGE 1 OF SCHEDULE M FOR ART COLLECTIONS RECEIVED BECAUSE HISTORY CENTER OF SAN LUIS OBISPO COUNTY DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 33:
IRS990ScheduleM/ThirdPartiesUsedInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$948,072
Liabilities
$655
Net assets
$947,417
Revenue
$365,043
Expenses
$487,973
Net income
-$122,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.04$1.15$0.33$0.31$0.02
2023Summary only. Only limited summary data is available for this year.$1.12$0.04$1.08$0.33$0.29$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.04$0.99$0.35$0.29$0.06
2021Summary only. Only limited summary data is available for this year.$1.05$0.03$1.03$0.40$0.25$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.05$0.82$0.16$0.29$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.22$0.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.37$0.49$0.12
2018Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.37$0.49$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.13$0.37$0.31$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.32$0.26$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.33$0.25$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.22$0.30$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.38$0.29$0.09
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.31$0.25$0.06
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.25$0.27$0.02