Nonprofit · EIN 95-6149517
GOLETA VALLEY HISTORICAL SOCIETY
Tax-exempt · GOLETA, CA 93117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $285,985 | $371,467 | -$85,482 | $1,819,329 | $4,899 | $1,814,430 |
| December 31, 2023 | 990 | $295,746 | $374,207 | -$78,461 | $1,885,681 | $4,908 | $1,880,773 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $152,312
- of which government grants
- $104,000
- Membership dues
- $4,168
- Program service revenue
- $31,462
- Investment income
- $38,068
- Net rental income
- $30,485
- Net gain from sales of assets
- $11,234
- Net income from fundraising events
- $15,914
- Net income from sales of inventory
- $17,744
- Other revenue
- $64,143
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $8,083
- Other salaries and wages
- $163,301
- Salaries, compensation and benefits (total)
- $187,346
- Professional fundraising fees
- $0
- Accounting fees
- $18,651
- Occupancy
- $31,897
- Travel
- $235
- Depreciation
- $60,220
- Program services (functional)
- $137,041
- Management and general (functional)
- $155,371
- Fundraising (functional)
- $79,055
Balance sheet and other
- Total assets, start of year
- $1,885,681
- Total assets, end of year
- $1,819,329
- Total liabilities, end of year
- $4,899
- Net assets, end of year
- $1,814,430
- Land, buildings and equipment
- $895,589
- Publicly traded securities
- $704,708
- Net assets without donor restrictions
- $1,576,757
- Net assets with donor restrictions
- $237,673
- Gross receipts
- $337,131
- Employees
- 13
- Volunteers
- 50
- Year formed
- 1966
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denise Sanford | Executive Dir. Trustee or director, Officer | 40 | $3,542 |
| Paul Mocker | President Trustee or director, Officer | 2 | $0 |
| Michele Fitch | Vice President Trustee or director, Officer | 2 | $0 |
| Erin Johnson | Secretary Trustee or director, Officer | 2 | $0 |
| Stephanie Petlow | Director Trustee or director | 2 | $0 |
| Justin Soenke | Director Trustee or director | 2 | $0 |
| Paula Bottiani | Director Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Mocker | President Trustee or director, Officer | 6 | $0 |
| Carol Wilson | Director Trustee or director | 3 | $0 |
| Erin Johnson | Secretary Trustee or director, Officer | 2 | $0 |
| Paula Bottiani | Director Trustee or director | 8 | $0 |
| Michele Fitch | Vice President Trustee or director, Officer | 4 | $0 |
| Stephanie Petlow | Director Trustee or director | 3 | $0 |
| Denise Sanford | Treasurer Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 304 N LOS CARNEROS RD, GOLETA, CA 93117-1502
- Principal officer (990 for 2024)
- Paul Mocker, 304 N Los Carneros Rd, Goleta, CA 93117
- Signed the 990
- Paul Mocker, President
- Phone
- (805) 681-7216
- Website
- https://goletahistory.org/
- Return prepared by
- Malvoso CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6149517 or by the name GOLETA VALLEY HISTORICAL 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
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 accomplishments
- 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.Expenses $137,041 · revenue $31,462
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6149517
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,819,329
- Income (IRS master file)
- $337,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $285,985 | $371,467 | $1,819,329 | XML |
| 990 | December 2023 | $295,746 | $374,207 | $1,885,681 | XML |
| 990 | December 2022 | $280,748 | $342,847 | $1,905,722 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-6149517).
Questions about GOLETA VALLEY HISTORICAL SOCIETY
- What is the EIN of GOLETA VALLEY HISTORICAL SOCIETY?
- The employer identification number (EIN) of GOLETA VALLEY HISTORICAL SOCIETY is 95-6149517.
- Is GOLETA VALLEY HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to GOLETA VALLEY HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GOLETA VALLEY HISTORICAL 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 GOLETA VALLEY HISTORICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GOLETA VALLEY HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of GOLETA VALLEY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names Paul Mocker.
- Who are the officers and directors of GOLETA VALLEY HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $3,542 (Denise Sanford, Executive Dir.).
- How much revenue does GOLETA VALLEY HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $285,985, expenses of $371,467 and total assets of $1,819,329 at year end.
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