2025-02-07T18:31:48-06:00 2024-06-30 950858589 HUTCHINSON & BLOODGOOD LLP 200 EAST CARRILLO STREET SUITE 303 SANTA BARBARA CA 93101 990 2023-07-01 956111696 SANTA BARBARA TRUST FOR HISTORIC PRESERVATION SANT 8059650093 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 MICHAEL NEAL ARNOLD PRESIDENT 8059650093 2025-01-31 1 0 CATHERINE MACAULAY P00178796 8059631837 2023 2025-03-06 01:10:19Z MICHAEL NEAL ARNOLD 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 5934859 0 X WWW.SBTHP.ORG X 1963 CA 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. 17 16 27 60 0 0 122571 420185 31065 217361 81812 605802 1106207 983777 1341655 2227125 0 0 0 0 1172122 1266429 0 3039 140567 597853 794285 1769975 2063753 -428320 163372 12407326 13170457 261509 206741 12145817 12963716 X SEE SCHEDULE O 0 0 1099097 157499 SEE SCHEDULE O 116159 3570 SEE SCHEDULE O 158497 773 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. 157144 68698 CASA DE LA GUERRA - THE BUILDING IS A MUSEUM DEVOTED TO THE HISTORY OF THE DE LA GUERRA FAMILY AND ITS OCCUPATION OF THE SITE FOR THREE GENERATIONS AND IS OPEN TO THE PUBLIC FOR FOUR DAYS A WEEK FOR SELF-GUIDED TOURS OF FURNISHED ROOMS AND ROTATING EXHIBITS. EDUCATIONAL PROGRAMS ARE CONDUCTED AT THE SITE TO INTERPRET THE MEXICAN AMERICAN HISTORY OF THE COMMUNITY, INCLUDING DIA DE LOS MUERTOS AND UNA NOCHE DE LAS POSADAS. THIS ADOBE HAS BEEN RESTORED TO THE APPEARANCE OF WHEN IT WAS OCCUPIED BY ITS ORIGINAL OWNER, JOSE DE LA GUERRA, BETWEEN 1828 AND 1848. TO COMPLETE THE RESTORATION WORK, SBTHP CONDUCTED ABOVE-GROUND ARCHAEOLOGY. THE COLLECTIONS RELATED TO THE BUILDING HAVE BEEN CATALOGED AND ARE STORED IN SBTHP'S FACILITIES AND ARE AVAILABLE FOR RESEARCH. 157144 68698 1530897 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X X X CAY SANCHEZ 8059650093 123 EAST CANON PERDIDO STREET SANTA BARBARA CA 93101 MICHAEL NEAL ARNOLD PRESIDENT 4.00 X X 0 0 0 CODY MAKELA 1ST VICE PRESIDENT 2.00 X X 0 0 0 KYLE SLATTERY 2ND VICE PRESIDENT 2.00 X X 0 0 0 SHELLEY BOOKSPAN TREASURER 3.00 X X 0 0 0 JAMES KRAUTMANN SECRETARY 2.00 X X 0 0 0 ANTHONY GRUMBINE PAST PRESIDENT 2.00 X X 0 0 0 KEVIN NIMMONS DIRECTOR 2.00 X 0 0 0 ANDREA STEWARD DIRECTOR 1.00 X 0 0 0 KAI TEPPER DIRECTOR 2.00 X 0 0 0 NINA JOHNSON DIRECTOR 1.00 X 0 0 0 TARA WOOD DIRECTOR 2.00 X 0 0 0 JOHN DOORDAN DIRECTOR 3.00 X 0 0 0 JARED FICKER DIRECTOR 1.00 X 0 0 0 JOE HANDERHAN DIRECTOR 1.00 X 15331 0 0 JESSICA HARO DIRECTOR 1.00 X 0 0 0 JEFFREY SHERWOOD DIRECTOR 2.00 X 0 0 0 MIA LOPEZ DIRECTOR 2.00 X 0 0 0 ANNE PETERSEN EXECUTIVE DIRECTOR 40.00 X 130970 0 17277 CAY SANCHEZ ACCOUNTANT 40.00 X 67794 0 6411 214095 0 23688 1 0 0 0 0 11503 47855 360827 420185 PROGRAM RELATED RENTS 900099 182800 182800 ADMISSIONS 900099 29768 29768 PROGRAM SERVICE FEES 900099 4793 4793 217361 262291 262291 1258034 292731 965303 965303 965303 3667452 3279780 44161 387672 -44161 343511 343511 84474 47855 79179 5295 5295 25062 11883 13179 13179 2227125 230540 0 1576400 260557 92100 150974 17483 773485 695075 78410 16536 16434 10 92 133010 106861 13851 12298 82841 61854 13682 7305 2060 1376 684 30154 30154 3039 3039 67335 67335 195787 164041 21865 9881 13761 13177 584 132833 95308 27761 9764 26955 7091 19864 176327 176212 115 4389 4389 10085 8061 1994 30 17036 17036 92596 66216 26380 PROGRAM RELATED EXPENSE 24967 22702 2265 2063753 1530897 392289 140567 45128 46741 1251265 1172966 0 58875 7000 0 22869 31830 2676103 501809 2222516 2174294 8587407 9394888 271141 290863 12407326 13170457 17795 58372 243714 148369 261509 206741 X 4633985 4682287 7511832 8281429 12145817 12963716 12407326 13170457 X 163372 634805 19722 X 0 1 X 1 0 X 234526 240519 241049 122571 420185 1258850 1287719 1379502 1474912 1471812 1487233 7101178 1522245 1620021 1715961 1594383 1907418 8360028 8360028 1318172 1282661 1521957 1554473 1520325 7197588 39904 798 22678 31065 5295 99740 15657356 230540 0.53390 0.52060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1.00 1 1 1 15.00 0 X X X 0 150000 150000 1.00000 0 0 1906735 1906735 508661 299422 209239 60015 55528 4487 155914 110904 45010 44778 35955 8823 2174294 COMMERCIAL RENTAL DEPOSITS 63548 FACILITY RENTAL ADVANCE 44580 EVENT DEPOSITS 26000 PREPAID RENT 14241 148369 X 3163092 634805 19722 654527 2508565 67335 -348775 -281440 2227125 2345193 348775 348775 1996418 67335 67335 2063753 PART II, LINE 5: THE PROPERTY OWNER DIRECTS NEW AND EXISTING TENANTS TO CONTACT SBTHP'S EXECUTIVE DIRECTOR WHEN THEY WANT TO MAKE SIGNAGE OR LANDSCAPING CHANGES TO THEIR BUSINESS. THE EXECUTIVE DIRECTOR OR ASSOCIATE EXECUTIVE DIRECTOR FOR CULTURAL RESOURCES CALLS A COMMITTEE OF BOARD AND COMMUNITY MEMBERS TOGETHER TO REVIEW THE REQUEST. BASED ON THE COMMITTEE FEEDBACK, THE EXECUTIVE DIRECTOR DRAFTS A LETTER TO THE TENANT WITH EITHER APPROVAL OR A REQUEST FOR CHANGES. A COPY OF THIS LETTER IS SENT TO THE CITY OF SANTA BARBARA ARCHITECTURAL HISTORIAN, WHO ENSURES THAT APPROVAL FROM SBTHP IS RECEIVED BEFORE ALLOWING THE TENANT'S PROPOSAL TO BE HEARD BY THE HISTORIC LANDMARKS COMMISSION. VERY OCCASIONALLY SBTHP STAFF MAY NOTICE ACTION IN VIOLATION OF THE EASEMENT AND CONTACT THE PROPERTY OWNER TO RESOLVE. PART II, LINE 9: THE CONSERVATION EASEMENT IS NOT INCLUDED IN THE TRUST'S BALANCE SHEET OR STATEMENT OF OPERATIONS. PART III, LINE 1A: THE TRUST'S COLLECTIONS INCLUDE ARCHIVAL MATERIALS, BOOKS, PHOTOS, ARCHAELOGICAL 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. PART III, LINE 4: THE TRUST'S COLLECTIONS INCLUDE ARCHIVAL MATERIALS, BOOKS, PHOTOS, ARCHAELOGICAL 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. PART V, LINE 4: IN THE ABSENCE OF DONOR STIPULATIONS, THE INTENDED USE FOR THE ENDOWMENT FUNDS IS TO CARRY ON THE ORGANIZATION'S MISSION STATEMENT. PART X, LINE 2: THE TRUST IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND 27301(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. AS A TAX EXEMPT CORPORATION, THE TRUST HAS NO PROVISION FOR INCOME TAXES. THE TRUST IS NOT CONSIDERED A PRIVATE FOUNDATION. AT JUNE 30,2024, NOR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN, THE TRUST'S MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CRT 19,722. PART XI, LINE 4B - OTHER ADJUSTMENTS: DISPOSAL OF FIXED ASSETS -44,161. COST OF GOODS SOLD -11,883. RENTAL EXPENSES -292,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISPOSAL ON FIXED ASSETS 44,161. COST OF GOODS SOLD 11,883. RENTAL EXPENSES 292,731. X X X X X 0 CASA CANTINA 74370 8000 66370 55631 GOLF TOURNAMENT 40785 26030 14755 15827 1208 1 17174 13825 3349 6513 132329 47855 84474 15827 63352 79179 5295 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION 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. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EL PRESIDIO DE SANTA BARBARA STATE HISTORIC PARK - LEARNING OPPORTUNITIES AND CULTURAL ACTIVITIES ARE PROVIDED ANNUALLY IN THE PARK, INCLUDING HOSTING MORE THAN 6,000 GUESTS FOR A LOW-COST SELF-GUIDED TOUR OF THE PARK; DEVELOPING EXHIBITIONS THAT ENHANCE THE VISITOR EXPERIENCE; AND OPERATING A RESEARCH CENTER THAT IS OPEN TO THE PUBLIC BY APPOINTMENT. SBTHP HAS CONDUCTED EXTENSIVE ARCHAEOLOGICAL INVESTIGATIONS OF THE SITE OF THE PRESIDIO, THE SPANISH FORT FOUNDED IN 1782, WHICH IS THE FOUNDING SITE OF THE CITY OF SANTA BARBARA. THE RESULTING COLLECTIONS HAVE BEEN CATALOGED AND STORED ON SITE AND ARE AVAILABLE FOR RESEARCH. SEVERAL PORTIONS OF THE FORT HAVE BEEN RECONSTRUCTED AND PRESERVATION WORK HAS BEEN CONDUCTED ON KEY SURVIVING PORTIONS. MOST RECENTLY WE HAVE BEEN CONDUCTING REPAIR WORK AND RESTORATION PLANNING ON SEVERAL HISTORIC RESOURCES IN THE PARK FROM THE LATE 19TH TO THE EARLY 20TH CENTURY. ALL WORK IS CONDUCTED IN COMPLIANCE WITH THE SECRETARY OF INTERIOR STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES. A DISPLAY WAS RECENTLY COMPLETED ABOUT THE HISTORY OF THE CHINESE AMERICAN FAMILY THAT OPERATED JIMMY'S ORIENTAL GARDENS (1947), A CITY STRUCTURE OF MERIT. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: SANTA INES MISSION MILLS - SBTHP OPERATES THIS THIRTY-EIGHT ACRE STATE PROPERTY THROUGH A LEASEBACK ARRANGEMENT WITH CALIFORNIA STATE PARKS, ALONG WITH AN ADJACENT PROPERTY OWNED BY SBTHP AND ANOTHER LEASED FROM THE CITY OF SOLVANG. TOGETHER, THE THREE PROPERTIES MAKE UP A NATIONAL REGISTER HISTORIC LANDMARK DISTRICT. THE SITE CONTAINS SENSITIVE ARCHAEOLOGICAL RESOURCES RELATED TO MISSION SANTA INES ALONG WITH TWO EARLY 19TH CENTURY INTACT STONE MILL BUILDINGS AND TWO CONNECTED STONE RESERVOIRS. THE ORGANIZATION CONDUCTS ONGOING PRESERVATION AND REPAIR WORK ON THE HISTORIC STRUCTURES, ALONG WITH REGULAR MAINTENANCE ON THE SURROUNDING AGRICULTURAL LAND. IN 2008 SBTHP PLANTED OLIVE TREES ON THE PROPERTY TO HELP INTERPRET THE AGRICULTURAL HISTORY OF THE SITE. THE ORGANIZATION HARVESTS THE OLIVES ANNUALLY WITH ASSISTANCE FROM COMMUNITY VOLUNTEERS, AND PRESSES THE OLIVES INTO OIL WHICH IT OFFERS FOR SALE TO SUPPORT AND RAISE AWARENESS ABOUT THE PROPERTY. THE ORGANIZATION IS NEARING THE END OF AN INTERIM USE GUIDELINES PLANNING PROCESS WITH CALIFORNIA STATE PARKS, WHICH WILL ENABLE PUBLIC ACCESS TO THE SITE. FORM 990, PART VI, SECTION A, LINE 1A THE TRUST HAS AN EXECUTIVE COMMITTEE WHOSE MEMBERSHIP IS COMPRISED OF THE BOARD PRESIDENT, FIRST VICE PRESIDENT, SECOND VICE PRESIDENT, SECRETARY, TREASURER AND THE PAST BOARD PRESIDENT. THE EXECUTIVE COMMITTEE MEETS MONTHLY. FORM 990, PART VI, SECTION A, LINE 6 THE TRUST IS A MEMBERSHIP ORGANIZATION. MEMBERS CONSIST OF INDIVIDUALS AND ORGANIZATIONS FROM THE COMMUNITY WHO BECOME MEMBERS THROUGH MONETARY OR OTHER CONTRIBUTIONS SUPPORTING THE ORGANIZATION'S MISSION. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE MADE UP OF THE TRUST'S MEMBERS NOMINATES CANDIDATES FOR THE BOARD OF DIRECTORS. EACH YEAR THE TRUST HAS AN ANNUAL MEETING WHERE THE MEMBERS ELECT THE BOARD OF DIRECTORS BASED ON THE NOMINATING COMMITTEE'S RECOMMENDATIONS. FORM 990, PART VI, SECTION A, LINE 7B EACH YEAR AT THE ANNUAL MEETING, THE MEMBERS RATIFY THE ACTIONS TAKEN BY THE BOARD OF DIRECTORS DURING THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990. THE EXECUTIVE COMMITTEE MEETS TO REVIEW THE 990 TO ENSURE THAT IT IS COMPLETE AND ACCURATE. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE AND ALL BOARD MEMBERS ARE MONITORED. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE BUDGET PROCESS, STAFF RESEARCH COMPARATIVE SALARIES FOR ALL STAFF POSITIONS, BOTH NATIONALLY AND LOCALLY. THE COMPARISON DATA ARE PRESENTED TO THE BOARD TREASURER, THEN THE EXECUTIVE COMMITTEE, AND THEN TO THE FULL BOARD AS PART OF THE BUDGET PRESENTATION AND APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS AND ARTICLES OF INCORPORATION ARE MADE AVAILABLE TO ANY INTERESTED PARTIES UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT AN ANNUAL MEETING EACH JANUARY. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS AVAILABLE ON THE SBTHP'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CRT 19,722.