SANTA BARBARA TRUST FOR HISTORIC P… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

MICHAEL NEAL ARNOLD

Phone

8059650093

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION, founded in 1963, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.6M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $454K, a strong 18% operating margin.

Mission

THE TRUST'S COLLECTIONS INCLUDE ARCHIVAL MATERIALS, BOOKS, PHOTOS, ARCHAEOLOGICAL ARTIFACTS, AND HISTORICAL OBJECTS THAT FURTHER THE ORGANIZATION'S MISSION TO PRESERVE HISTORICAL AND ARCHAELOGICAL SITES IN SANTA BARBARA AND INTERPRET THOSE SITES TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $210,820 Revenue: $138,252

EL PRESIDIO STATE HISTORIC PARK - SEE SCHEDULE O

Program 2

Expenses: $95,730

SANTA YNEZ MISSION MILLS - SEE SCHEDULE O

Program 3

Expenses: $1,139,677

OTHER PROGRAM SERVICES - THE TRUST OWNS AND MAINTAINS A PROPERTY ADJACENT TO THE PRESIDIO PARK AND ADMINISTERS A FACADE EASEMENT OVER THE HISTORIC SANTA BARBARA EL PASEO SHOPS AND OFFICES. PROGRAMS ARE CONDUCTED THROUGHOUT THE COMMUNITY RELATING TO OUR MISSION, INCLUDING THE PRESIDIO NEIGHBORHOOD, LECTURES, EXHIBITS, AND OTHER PROJECTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $429,992

Program Service Revenue $228,104

Investment Income $1,117,911

Other Revenue $809,473

TOTAL REVENUE $2,585,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,311,709

Fundraising Expenses $136,034

Program Expenses $1,590,323

Other Expenses $820,115

TOTAL EXPENSES $2,131,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,585,480	$2,227,125	+0.2%
Expenses	$2,131,824	$2,063,753	+0.0%
Net Income	$453,656	$163,372	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$222,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL NEAL ARNOLD	PRESIDENT	5.00	Officer Director	$0	$0	$0
CODY MAKELA	FIRST VICE PRESIDENT	3.50	Officer Director	$0	$0	$0
KYLE SLATTERY	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAY KRAUTMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
SHELLEY BOOKSPAN	TREASURER	2.00	Director	$0	$0	$0
JOHN DOORDAN	BOARD MEMBER	2.50	Director	$0	$0	$0
CASS ENSBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
JARED FICKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE HANDERHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSICA HARO	BOARD MEMBER	1.00	Director	$0	$0	$0
AKIL HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
NINA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN LEMBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA ELENA LOPEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MAJEWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY SHERWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA STEWARD	BOARD MEMBER	1.00	Director	$0	$0	$0
KAI TEPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE WASSERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENT WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE PETERSEN	EXECUTIVE DIRECTOR	40.00	Officer	$139,094	$10,256	$149,350
CAY SANCHEZ	ACCOUNTANT	30.00	Officer	$72,707	$0	$72,707

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,585,480	$2,131,824	$13,510,209	$453,656
2024	$2,227,125	$2,063,753	$13,170,457	$163,372
2023	$1,341,655	$1,769,975	$12,407,326	$-428,320
2022	$1,958,552	$1,686,693	$12,175,163	$271,859
2021	$2,053,886	$1,096,823	$13,260,806	$957,063
2020	$1,482,156	$1,822,267	$11,171,326	$-340,111
2019	$1,609,019	$1,381,226	$11,184,450	$227,793

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION