SANTA BARBARA TRUST FOR HISTORIC PRESERVATION

EIN: 956111696 501(c)(3) Arts, Culture & Humanities

SANTA BARBARA, CA

Total Revenue
$2,585,480
Total Expenses
$2,131,824
Total Assets
$13,510,209
Net Assets
$13,310,236
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
CA
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

OUR MISSION IS TO STEWARD THE PAST AND PRESENT OF THE PRESIDIO NEIGHBORHOOD AND INSPIRE PRESERVATION ADVOCACY THROUGHOUT THE COUNTY IN ORDER TO CREATE A MORE VIBRANT COMMUNITY. WE DO THIS BY OPERATING EL PRESIDIO DE SANTA BARBARA HISTORIC PARK FOR THE STATE OF CALIFORNIA. WE ALSO OWN AND OPERATE CASA DE LA GUERRA AS A HOUSE MUSEUM, ADMINISTRATE A FACADE EASEMENT OVER THE HISTORIC EL PASEO SHOPS AND OFFICES, AND OPERATE THE SANTA INES MISSION MILLS STATE PROPERTY FOR CALIFORNIA.

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Trantor Score

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

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

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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
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
20
Independent Members
20
Employees
27
Volunteers
60

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
6
$222,057
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
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
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