Civic Intelligence

Santa Barbara Historical Society Endowment Fund

990 • Fiscal year 2019 • EIN 95-6264390

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 03, 2020

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

17th percentile

-14%

Higher net margin than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$13,953

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 54.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$849,517

Down $3,616 (-0.4%) from 2018

Net Assets

Down

$849,517

Down $3,616 (-0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin17th percentile

Revenue

Down

$25,608

Down $97,806 (-79%) from 2018

Expenses

Up

$29,270

Up $2,099 (+7.7%) from 2018

Net Income

Down

-$3,662

Down $99,905 (-104%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0M$500K$0Assets 2011: $703,898Liabilities 2011: $0Net Assets 2011: $703,8982011Assets 2012: $722,688Liabilities 2012: $0Net Assets 2012: $722,6882012Assets 2013: $721,664Liabilities 2013: $0Net Assets 2013: $721,6642013Assets 2014: $755,196Liabilities 2014: $0Net Assets 2014: $755,1962014Assets 2015: $755,765Liabilities 2015: $0Net Assets 2015: $755,7652015Assets 2016: $757,840Liabilities 2016: $0Net Assets 2016: $757,8402016Assets 2017: $757,139Liabilities 2017: $0Net Assets 2017: $757,1392017Assets 2018: $853,133Liabilities 2018: $0Net Assets 2018: $853,1332018Assets 2019: $849,517Liabilities 2019: $0Net Assets 2019: $849,5172019Assets 2020: $862,765Liabilities 2020: $0Net Assets 2020: $862,7652020Assets 2021: $899,443Liabilities 2021: $0Net Assets 2021: $899,4432021Assets 2022: $937,749Liabilities 2022: $0Net Assets 2022: $937,7492022Assets 2023: $925,234Liabilities 2023: $0Net Assets 2023: $925,2342023Assets 2024: $913,824Liabilities 2024: $0Net Assets 2024: $913,8242024Assets 2025: $919,083Liabilities 2025: $0Net Assets 2025: $919,0832025

Highlighted filing

2019

Assets$849,517
Liabilities$0
Net Assets$849,517
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $24,443Expenses 2011: $25,270Net Income 2011: -$8272011Revenue 2012: $47,103Expenses 2012: $26,191Net Income 2012: $20,9122012Revenue 2013: $32,040Expenses 2013: $26,298Net Income 2013: $5,7422013Revenue 2014: $59,050Expenses 2014: $24,838Net Income 2014: $34,2122014Revenue 2015: $32,941Expenses 2015: $27,976Net Income 2015: $4,9652015Revenue 2016: $31,106Expenses 2016: $27,450Net Income 2016: $3,6562016Revenue 2017: $27,244Expenses 2017: $25,390Net Income 2017: $1,8542017Revenue 2018: $123,414Expenses 2018: $27,171Net Income 2018: $96,2432018Revenue 2019: $25,608Expenses 2019: $29,270Net Income 2019: -$3,6622019Revenue 2020: $45,108Expenses 2020: $31,782Net Income 2020: $13,3262020Revenue 2021: $81,069Expenses 2021: $44,056Net Income 2021: $37,0132021Revenue 2022: $71,059Expenses 2022: $32,445Net Income 2022: $38,6142022Revenue 2023: $24,838Expenses 2023: $36,560Net Income 2023: -$11,7222023Revenue 2024: $33,010Expenses 2024: $45,272Net Income 2024: -$12,2622024Revenue 2025: $47,769Expenses 2025: $42,408Net Income 2025: $5,3612025

Highlighted filing

2019

Revenue$25,608
Expenses$29,270
Net Income-$3,662
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 3, 2020
Return Version
2018v3.0
Gross Receipts
$379,844
Mission and Program Overview

Mission

Provide support to santa barbara historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$853,133$849,517▼ $3,616
Investments in Publicly Traded Securities$830,527$815,562▼ $14,965
Savings and Temporary Cash Investments$22,606$33,955▲ $11,349
Total Assets$853,133$849,517▼ $3,616
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$853,133$849,517▼ $3,616
Total Liabilities and Net Assets / Fund Balance$853,133$849,517▼ $3,616
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
-Trustee$13,953$13,953
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,608
Other Revenue
$0
Change in Net Assets
$-3,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,953
Salaries, Compensation, and Employee Benefits$13,921
Other Expenses$1,396
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,953--$13,953
Current Officers, Directors, Trustees, and Key Employees$3,480$10,441-$13,921
Fees for Services Accounting$1,009--$1,009
Other Expenses$10$377-$10
Total Functional Expenses$18,452$10,818$0$29,270
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Barbara Historical SocietySanta Barbara, CA501(c)(3)General Support Grant$13,953
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
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
Yes
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The organization did document the meetings held”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Corporate trustee has not set up any committees to act on its behalf. The administrative officer meets with the financial committee of the historical society to discuss financial recommendations.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee prepares the form 990. Senior tax department staff reviews the return for accuracy as to content and calculations prior to filing with the internal revenue service.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“While the organizaton does not have its own written conflict of intrest policy, whistle blower policy or written retention or destruction policy, the corporate trustee, does have written conflict of interest, whistleblower and document retention policies. All bank policies are monitored by bank management.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Corporate trustee fees are based upon published fee schedules.”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Santa Barbara Historical Trust
EIN
95-6264390
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
Brandi Dotson
Title
Trustee
Phone
8887304933
Signed
2020-01-03
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference: -$87, cost basis adjustment $133”

Raw XML Appendix394 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
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This trust has been in existence since 1969 and has historically maintained a close and continuous working relationship with the supported organization through communications and conversations regarding the investments, investment objectives, administration of the trust and discussions regarding income needs of the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Under the governing document, the supported organization has authority to approve investments and reinvestments of the assets of the trust. Also, the trustee must remit the net income earned on the trust investments to the supported organization at least annually. The supported organization can request changes to the investment objectives and to the timing of distributions.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D 3
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA BARBARA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE MEETS REGULARLY WITH THE SANTA BARBARA HISTORICAL SOCIETY TO REVIEW THAT ANNUAL GRANTS ARE USED PER THEIR INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID DOCUMENT THE MEETINGS HELD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CORPORATE TRUSTEE HAS NOT SET UP ANY COMMITTEES TO ACT ON ITS BEHALF. THE ADMINISTRATIVE OFFICER MEETS WITH THE FINANCIAL COMMITTEE OF THE HISTORICAL SOCIETY TO DISCUSS FINANCIAL RECOMMENDATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY AS TO CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHILE THE ORGANIZATON DOES NOT HAVE ITS OWN WRITTEN CONFLICT OF INTREST POLICY, WHISTLE BLOWER POLICY OR WRITTEN RETENTION OR DESTRUCTION POLICY, THE CORPORATE TRUSTEE, DOES HAVE WRITTEN CONFLICT OF INTEREST, WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES. ALL BANK POLICIES ARE MONITORED BY BANK MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CORPORATE TRUSTEE FEES ARE BASED UPON PUBLISHED FEE SCHEDULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING DIFFERENCE: -$87, COST BASIS ADJUSTMENT $133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PRESERVATION OF HISTORY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA BARBARA
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0853133
IRS990/TotalAssetsEOYAmt0849517
IRS990/TotalAssetsGrp/BOYAmt0853133
IRS990/TotalAssetsGrp/EOYAmt0849517
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010818
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018452
IRS990/TotalFunctionalExpensesGrp/TotalAmt029270
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0849517
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018452
IRS990/TotalReportableCompFromOrgAmt013953
IRS990/TotalRevenueGrp/ExclusionAmt025608
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025608
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0849517
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
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IRS990/USAddress/ZIPCd089118
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-22 18:59:49Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-03
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId062EA77D3AFDC7016BF44197022215E1155C08A54
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.125.77
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-01-09T17:00:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$849,517
Liabilities
$0
Net assets
$849,517
Revenue
$25,608
Expenses
$29,270
Net income
-$3,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$0.48$0.42$0.05
2024Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.33$0.45$0.12
2023Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.25$0.37$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.38$0.00$9.38$0.71$0.32$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.99$0.00$8.99$0.81$0.44$0.37
2020Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$0.45$0.32$0.13
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.26$0.29$0.04
2018Summary only. Only limited summary data is available for this year.$8.53$0.00$8.53$1.23$0.27$0.96
2017Summary only. Only limited summary data is available for this year.$7.57$0.00$7.57$0.27$0.25$0.02
2016Summary only. Only limited summary data is available for this year.$7.58$0.00$7.58$0.31$0.27$0.04
2015Summary only. Only limited summary data is available for this year.$7.56$0.00$7.56$0.33$0.28$0.05
2014Summary only. Only limited summary data is available for this year.$7.55$0.00$7.55$0.59$0.25$0.34
2013Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$0.32$0.26$0.06
2012Summary only. Only limited summary data is available for this year.$7.23$0.00$7.23$0.47$0.26$0.21
2011Summary only. Only limited summary data is available for this year.$7.04$0.00$7.04$0.24$0.25$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $500k-$1M nonprofits