Nonprofit · EIN 95-3080681
SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $209,077 | $192,143 | $16,934 | $2,734,855 | $4,601 | $2,730,254 |
| June 30, 2024 | 990 | $255,125 | $186,442 | $68,683 | $2,669,126 | $15,102 | $2,654,024 |
| June 30, 2023 | 990 | $161,849 | $179,931 | -$18,082 | $2,511,054 | $4,228 | $2,506,826 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $92,382
- Membership dues
- $24,995
- Program service revenue
- $3,923
- Investment income
- $36,737
- Net rental income
- $79,327
- Net gain from sales of assets
- $11,953
- Net income from fundraising events
- -$4,678
- Net income from sales of inventory
- $1,386
- Other revenue
- $76,035
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,326
- Occupancy
- $42,271
- Travel
- $2,258
- Depreciation
- $31,920
- Program services (functional)
- $132,803
- Management and general (functional)
- $37,256
- Fundraising (functional)
- $22,084
Balance sheet and other
- Total assets, start of year
- $2,669,126
- Total assets, end of year
- $2,734,855
- Total liabilities, end of year
- $4,601
- Net assets, end of year
- $2,730,254
- Land, buildings and equipment
- $1,697,892
- Publicly traded securities
- $323,027
- Net assets without donor restrictions
- $2,614,508
- Net assets with donor restrictions
- $115,746
- Gross receipts
- $357,937
- Employees
- 0
- Volunteers
- 86
- Year formed
- 1986
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM NOACK | DIRECTOR-AT-LARGE Trustee or director | 5 | $3,595 |
| EDWARD TAZER-MEYERS | PRESIDENT Trustee or director, Officer | 10 | $0 |
| KAREN RAMSDELL | VICE PRESIDENT - OPERATIONS Trustee or director, Officer | 10 | $0 |
| MARY HANCOCK | SECRETARY Trustee or director, Officer | 10 | $0 |
| RHONDA MCFARLANE | TREASURER Trustee or director, Officer | 10 | $0 |
| FRED MARSH | PROPERTY DIRECTOR Trustee or director | 5 | $0 |
| LAURIE HANNAH | LIBRARY DIRECTOR Trustee or director | 5 | $0 |
| MOLLY GLEASON | TECHNOLOGY DIRECTOR Trustee or director | 5 | $0 |
| KATE LIMA | MEMBERSHIP DIRECTOR Trustee or director | 5 | $0 |
| DIANE SYLVESTER | COMMUNICATIONS DIRECTOR Trustee or director | 5 | $0 |
| MARY JACOB | DEVELOPMENT DIRECTOR Trustee or director | 5 | $0 |
| CHRISTINE KLUKKERT | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| HEATHER MCDEVITT | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| ROBERT MULLER | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| JOHN WOODWARD | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE SUE PARSONS | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| LIZ SMITH | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| PATTI OTTOBONI | DIRECTOR-AT-LARGE Trustee or director | 5 | $0 |
| MARILYN COMPTON | DIRECTOR-AT-LARGE (PARTIAL YEAR) Trustee or director | 5 | $0 |
| ELIZABETH O'NEAL | DIRECTOR-AT-LARGE (PARTIAL YEAR) Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William Noack | Director Trustee or director | 12 | $1,983 |
| Edward Tazer-Meyers | President Trustee or director, Officer | 12 | $0 |
| Karen Ramsdell | Vice President - Governance Trustee or director, Officer | 12 | $0 |
| Robert Goeller III | Financial Officer Trustee or director, Officer | 12 | $0 |
| Mary Jacob | Secretary Trustee or director, Officer | 12 | $0 |
| Kate Lima | Vice President - Membership Trustee or director, Officer | 12 | $0 |
| Marilyn Compton | Director Trustee or director | 12 | $0 |
| Christine Klukkert | Director Trustee or director | 12 | $0 |
| Heather McDevitt | Director Trustee or director | 12 | $0 |
| Robert Muller | Director Trustee or director | 12 | $0 |
| Marie Sue Parsons | Director Trustee or director | 12 | $0 |
| Liz Smith | Director Trustee or director | 12 | $0 |
| John Woodward | Director Trustee or director | 12 | $0 |
| Diane Sylvester | Director Trustee or director | 12 | $0 |
| Elizabeth O'Neal | Director Trustee or director | 12 | $0 |
| Laurie Hannah | Director Trustee or director | 12 | $0 |
| Fred Marsh | Director Trustee or director | 12 | $0 |
| Molly Gleason | Director Trustee or director | 12 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT GOELLER III | Financial Officer Trustee or director, Officer | 12 | $0 |
| ELIZABETH ONEAL | Vice President - Program Trustee or director, Officer | 12 | $0 |
| WILLIAM NOACK | Director Trustee or director | 12 | $0 |
| CHRISTINE KLUKKERT | Director Trustee or director | 12 | $0 |
| FRED MARSH | Director - Property Trustee or director | 12 | $0 |
| JOHN WOODWARD | Director - Education Trustee or director | 12 | $0 |
| MARIE SUE PARSONS | Director Trustee or director | 12 | $0 |
| DIANE SYLVESTER | Director Trustee or director | 12 | $0 |
| MARY HALL | Director - Development Trustee or director | 12 | $0 |
| BOB MULLER | Director Trustee or director | 12 | $0 |
| Edward Tazer-Meyers | President Trustee or director, Officer | 12 | $0 |
| Karen Ramsdell | Vice President - Governance Trustee or director, Officer | 12 | $0 |
| MARY JACOB | Secretary Trustee or director, Officer | 12 | $0 |
| KATE LIMA | Vice President - Membership Trustee or director, Officer | 12 | $0 |
| MARILYN COMPTON | Director Trustee or director | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 316 CASTILLO ST, SANTA BARBARA, CA 93101-3814
- In care of
- % EDWARD TAZER MEYERS
- Principal officer (990 for 2024)
- RHONDA MCFARLANE, 316 CASTILLO STREET, SANTA BARBARA, CA 93101
- Signed the 990
- RHONDA MCFARLANE, TREASURER
- Phone
- (805) 618-3125
- Website
- WWW.SBGEN.ORG
- Return prepared by
- TRAVIS J WILSON CPA CFP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3080681 or by the name SANTA BARBARA COUNTY GENEALOGICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE PURPOSE OF THE SANTA BARBARA COUNTY GENEALOGICAL SOCIETY (SBCGS) IS TO PROMOTE STUDY AND RESEARCH IN GENEALOGY BY PROVIDING ASSISTANCE AND EDUCATIONAL OPPORTUNITIES FOR THOSE WHO ARE INTERESTED IN PURSUING THEIR FAMILY HISTORY.
Program accomplishments
- THE SOCIETY MAINTAINS A 20,000 VOLUME RESEARCH LIBRARY THAT IS OPEN TO THE PUBLIC AT NO CHARGE. THE SOCIETY PUBLISHES A QUARTERLY JOURNAL, AND A MONTHLY NEWSLETTER. SOCIETY MEMBERS HAVE EXTRACTED SELECTED LOCAL HISTORICAL RECORDS WITH MANY PUBLISHED ON THE SOCIETY'S WEB SITE. CLASSES, SPECIAL INTEREST GROUPS, AS WELL AS OUTREACH PROGRAMS INCLUDING TALKS AND PRESENTATIONS TO YOUNG PEOPLE ARE A PART OF SOCIETY ACTIVITIES. IN ADDITION TO THE ABOVE THE SOCIETY IS ALSO INVOLVED WITH THE FOLLOWING: OPERATION OF LIBRARY; INCLUDES INFORMATION TECHNOLOGY SUPPORT, SUPPLIES AND BOOK REPAIR, JANITORIAL AND UTILITIES COSTS, EDUCATION; INCLUDES MONTHLY MEETINGS WITH LECTURE AND DISCUSSION GROUPS AND PERIODIC SEMINARS DEVOTED TO ONE OR MORE SPECIFIC TOPICS. ACQUISITION OF LIBRARY HOLDINGS; INCLUDED BOOK AND OTHER DOCUMENT PURCHASES AND SUBSCRIPTION TO PAY DATABASES.Expenses $132,803 · revenue $5,309
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3080681
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,734,855
- Income (IRS master file)
- $357,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $209,077 | $192,143 | $2,734,855 | XML |
| 990 | June 2024 | $255,125 | $186,442 | $2,669,126 | IRS |
| 990 | June 2023 | $161,849 | $179,931 | $2,511,054 | XML |
| 990 | June 2022 | $170,399 | $170,164 | $2,528,701 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3080681).
Questions about SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
- What is the EIN of SANTA BARBARA COUNTY GENEALOGICAL SOCIETY?
- The employer identification number (EIN) of SANTA BARBARA COUNTY GENEALOGICAL SOCIETY is 95-3080681.
- Is SANTA BARBARA COUNTY GENEALOGICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SANTA BARBARA COUNTY GENEALOGICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA BARBARA COUNTY GENEALOGICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA BARBARA COUNTY GENEALOGICAL SOCIETY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA BARBARA COUNTY GENEALOGICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SANTA BARBARA COUNTY GENEALOGICAL SOCIETY?
- The 990 for the year ended June 30, 2025 names RHONDA MCFARLANE.
- Who are the officers and directors of SANTA BARBARA COUNTY GENEALOGICAL SOCIETY?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $3,595 (WILLIAM NOACK, DIRECTOR-AT-LARGE).
- How much revenue does SANTA BARBARA COUNTY GENEALOGICAL SOCIETY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $209,077, expenses of $192,143 and total assets of $2,734,855 at year end.
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- SANTA BARBARA COTTAGE HOSPITAL EIN 95-1644629 · last filed 990 for 2024
- TRI-COUNTIES ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED INC EIN 95-2623230 · last filed 990 for 2025
- SANSUM CLINIC EIN 95-6419205 · last filed 990 for 2024
- COTTAGE HEALTH EIN 77-0431902 · last filed 990 for 2024
- GOLETA VALLEY COTTAGE HOSPITAL EIN 95-2413596 · last filed 990 for 2024
- COVENANT LIVING WEST EIN 95-3472345 · last filed 990 for 2025
- SANTA BARBARA FOUNDATION EIN 95-1866094 · last filed 990 for 2024