Nonprofit · EIN 95-6111696
SANTA BARBARA TRUST FOR HISTORIC PRESERVATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,585,480 | $2,131,824 | $453,656 | $13,510,209 | $199,973 | $13,310,236 |
| June 30, 2024 | 990 | $2,227,125 | $2,063,753 | $163,372 | $13,170,457 | $206,741 | $12,963,716 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $429,992
- Membership dues
- $14,731
- Program service revenue
- $228,104
- Investment income
- $1,117,911
- Net rental income
- $795,252
- Net gain from sales of assets
- $830,135
- Net income from fundraising events
- -$11,966
- Net income from sales of inventory
- $26,187
- Other revenue
- $809,473
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $211,801
- Other salaries and wages
- $825,042
- Salaries, compensation and benefits (total)
- $1,311,709
- Professional fundraising fees
- $0
- Legal fees
- $1,035
- Accounting fees
- $31,732
- Occupancy
- $162,179
- Travel
- $15,367
- Depreciation
- $17,037
- Program services (functional)
- $1,590,323
- Management and general (functional)
- $405,467
- Fundraising (functional)
- $136,034
Balance sheet and other
- Total assets, start of year
- $13,170,457
- Total assets, end of year
- $13,510,209
- Total liabilities, end of year
- $199,973
- Net assets, end of year
- $13,310,236
- Land, buildings and equipment
- $2,157,257
- Publicly traded securities
- $9,841,650
- Net assets without donor restrictions
- $7,450,053
- Net assets with donor restrictions
- $5,860,183
- Gross receipts
- $5,302,012
- Employees
- 27
- Volunteers
- 60
- Year formed
- 1963
- 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 | Other / benefits |
|---|---|---|---|---|
| ANNE PETERSEN | EXECUTIVE DIRECTOR Officer | 40 | $139,094 | $10,256 |
| CAY SANCHEZ | ACCOUNTANT Officer | 30 | $72,707 | $0 |
| MICHAEL NEAL ARNOLD | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CODY MAKELA | FIRST VICE PRESIDENT Trustee or director, Officer | 3.5 | $0 | $0 |
| KYLE SLATTERY | SECOND VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAY KRAUTMANN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| SHELLEY BOOKSPAN | TREASURER Trustee or director | 2 | $0 | $0 |
| JOHN DOORDAN | BOARD MEMBER Trustee or director | 2.5 | $0 | $0 |
| CASS ENSBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JARED FICKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOE HANDERHAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JESSICA HARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| AKIL HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NINA JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEN LEMBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA ELENA LOPEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN MAJEWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY SHERWOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA STEWARD | BOARD MEMBER Trustee or director | 1 | $0 |
| KAI TEPPER | BOARD MEMBER Trustee or director | 1 | $0 |
| NICOLE WASSERMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| BRENT WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE PETERSEN | EXECUTIVE DIRECTOR Officer | 40 | $130,970 | $17,277 |
| CAY SANCHEZ | ACCOUNTANT Officer | 40 | $67,794 | $6,411 |
| JOE HANDERHAN | DIRECTOR Trustee or director | 1 | $15,331 | $0 |
| MICHAEL NEAL ARNOLD | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| CODY MAKELA | 1ST VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KYLE SLATTERY | 2ND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SHELLEY BOOKSPAN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JAMES KRAUTMANN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY GRUMBINE | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN NIMMONS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDREA STEWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAI TEPPER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NINA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TARA WOOD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN DOORDAN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| JARED FICKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA HARO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY SHERWOOD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIA LOPEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 123 E CANON PERDIDO ST, SANTA BARBARA, CA 93101-2215
- Principal officer (990 for 2024)
- MICHAEL NEAL ARNOLD, 123 EAST CANON PERDIDO STREET, SANTA BARBARA, CA 93101
- Signed the 990
- MICHAEL NEAL ARNOLD, PRESIDENT
- Phone
- (805) 965-0093
- Website
- WWW.SBTHP.ORG
- Return prepared by
- NASIF HICKS HARRIS & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6111696 or by the name SANTA BARBARA TRUST FOR HISTORIC PRESERVATION.
- 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
SEE SCHEDULE O
Program accomplishments
- EL PRESIDIO STATE HISTORIC PARK - SEE SCHEDULE OExpenses $210,820 · revenue $138,252
- SANTA YNEZ MISSION MILLS - SEE SCHEDULE OExpenses $95,730
- 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. PROGRAMS ARE CONDUCTED THROUGHOUT THE COMMUNITY RELATING TO OUR MISSION, INCLUDING THE PRESIDIO NEIGHBORHOOD, LECTURES, EXHIBITS, AND OTHER PROJECTS.Expenses $1,139,677
- CASA DE LA GUERRA - SEE SCHEDULE OExpenses $144,096 · revenue $89,852
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
- 95-6111696
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $13,510,209
- Income (IRS master file)
- $5,302,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,585,480 | $2,131,824 | $13,510,209 | XML |
| 990 | June 2024 | $2,227,125 | $2,063,753 | $13,170,457 | XML |
| 990 | June 2023 | $1,341,655 | $1,769,975 | $12,407,326 | IRS |
| 990 | June 2022 | $1,958,552 | $1,686,693 | $12,175,163 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-6111696).
Questions about SANTA BARBARA TRUST FOR HISTORIC PRESERVATION
- What is the EIN of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION?
- The employer identification number (EIN) of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION is 95-6111696.
- Is SANTA BARBARA TRUST FOR HISTORIC PRESERVATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to SANTA BARBARA TRUST FOR HISTORIC PRESERVATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA BARBARA TRUST FOR HISTORIC PRESERVATION 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 TRUST FOR HISTORIC PRESERVATION 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 TRUST FOR HISTORIC PRESERVATION 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 TRUST FOR HISTORIC PRESERVATION?
- The 990 for the year ended June 30, 2025 names MICHAEL NEAL ARNOLD.
- Who are the officers and directors of SANTA BARBARA TRUST FOR HISTORIC PRESERVATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $139,094 (ANNE PETERSEN, EXECUTIVE DIRECTOR).
- How much revenue does SANTA BARBARA TRUST FOR HISTORIC PRESERVATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,585,480, expenses of $2,131,824 and total assets of $13,510,209 at year end.
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- SANTA BARBARA MUSEUM OF ART EIN 95-1664122 · last filed 990 for 2024
- MUSIC ACADEMY OF THE WEST EIN 95-1525814 · last filed 990 for 2024
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All nonprofits in SANTA BARBARA · California · Arts, culture and humanities