SANTA BARBARA HISTORICAL TRUST

EIN: 956264390 501(c)(3) Arts, Culture & Humanities

SAINT LOUIS, MO

Total Revenue
$47,769
Total Expenses
$42,408
Total Assets
$919,083
Net Assets
$919,083
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
CA
Phone
8003523705
Tax Period
2024-10-01 to 2025-09-30

SANTA BARBARA HISTORICAL TRUST, founded in 1969, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $48K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $42K left a modest 11% surplus.

Mission

PROVIDE SUPPORT TO SANTA BARBARA HISTORICAL SOCIETY

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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 $0
Program Service Revenue $0
Investment Income $47,769
Other Revenue $0
TOTAL REVENUE $47,769

Expense Breakdown

Grants Paid $23,750
Salaries & Benefits $13,510
Fundraising Expenses $0
Program Expenses $25,820
Other Expenses $5,148
TOTAL EXPENSES $42,408

Year-over-Year Comparison

2024 2023 Change
Revenue $47,769 $33,010 +0.4%
Expenses $42,408 $45,272 -0.1%
Net Income $5,361 $-12,262 -1.4%
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
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$13,510 $0 $13,510
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 $47,769 $42,408 $919,083 $5,361
2024 $33,010 $45,272 $913,824 $-12,262
2023 $24,838 $36,560 $925,234 $-11,722
2022 $71,059 $32,445 $937,749 $38,614
2021 $81,069 $44,056 $899,443 $37,013
2020 $45,108 $31,782 $862,765 $13,326
2019 $25,608 $29,270 $849,517 $-3,662
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