Goleta Valley Historical Society

EIN: 956149517 501(c)(3)

Goleta, CA

Total Revenue
$285,985
Total Expenses
$371,467
Total Assets
$1,819,329
Net Assets
$1,814,430
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Organization Details

Formation Year
1966
Legal Domicile
CA
Principal Officer
Paul Mocker
Phone
8056817216
Tax Period
2024-01-01 to 2024-12-31

Goleta Valley Historical Society, founded in 1966, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Expenses of $371K exceeded revenue, resulting in a 30% operating deficit.

Mission

To collect, preserve, interpret and foster appreciation of Goleta Valleys history through exhibits, programs, and stewardship of the historic Rancho La Patera, home to the Stow family.

Program Service Accomplishments

Program 1
Expenses: $137,041 Revenue: $31,462

Preserve, maintain, foster appreciation and keep open to the public the Stow House historical site and related grounds in Goleta, California. Other achievements include the continued restoration of...

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Preserve, maintain, foster appreciation and keep open to the public the Stow House historical site and related grounds in Goleta, California. Other achievements include the continued restoration of the site, research of the Goleta Valley, preservation of historical records, archives, and collections, and providing educational history programs to the local school children and to the general public.

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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 $152,312
Program Service Revenue $31,462
Investment Income $38,068
Other Revenue $64,143
TOTAL REVENUE $285,985

Expense Breakdown

Grants Paid $0
Salaries & Benefits $187,346
Fundraising Expenses $79,055
Program Expenses $137,041
Other Expenses $184,121
TOTAL EXPENSES $371,467

Year-over-Year Comparison

2024 2023 Change
Revenue $285,985 $295,746 0.0%
Expenses $371,467 $374,207 0.0%
Net Income $-85,482 $-78,461 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
13
Volunteers
50

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
4
$3,542
Total Directors
7
$3,542
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Denise Sanford Executive Dir. 40.00
Officer Director
$3,542 $0 $3,542
Paul Mocker President 2.00
Officer Director
$0 $0 $0
Michele Fitch Vice President 2.00
Officer Director
$0 $0 $0
Erin Johnson Secretary 2.00
Officer Director
$0 $0 $0
Stephanie Petlow Director 2.00
Director
$0 $0 $0
Justin Soenke Director 2.00
Director
$0 $0 $0
Paula Bottiani Director 3.00
Director
$0 $0 $0
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
2024 $285,985 $371,467 $1,819,329 $-85,482
2023 $295,746 $374,207 $1,885,681 $-78,461
2022 $280,748 $342,847 $1,905,722 $-62,099
2021 $270,606 $263,234 $2,091,278 $7,372
2020 $210,198 $244,530 $2,056,238 $-34,332
2019 $271,852 $285,611 $2,014,233 $-13,759
2018 $427,457 $275,999 $1,964,324 $151,458
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