SANTA BARBARA COUNTY GENEALOGICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

SANTA BARBARA COUNTY GENEALOGICAL SOCIETY

EIN 95-3080681 · Arts, Culture & Humanities (A0380)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

63.52%of revenue went to mission work69.1% of expenses · Program services

10.56%of revenue went to fundraising11.5% of expenses

$91.90spent for every $100 of revenueRevenue covered expenses this year.

17.82%of revenue went to management and office costs19.4% of expenses

$14.23in assets for every $1 spent this yearSome assets cannot be spent right away.

44.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $3,595 for WILLIAM NOACK (DIRECTOR-AT-LARGE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$209,077

Mission workProgram services$132,80363.52% of revenue69.1% of expenses

ManagementOffice and general costs$37,25617.82% of revenue19.4% of expenses

FundraisingAsking for donations$22,08410.56% of revenue11.5% of expenses

Revenue left after expensesReported annual surplus$16,9348.10% of revenueShown in gray on the chart

Total expenses$192,14391.90% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 69.1% mission · 19.4% management · 11.5% fundraisingTotal expenses: 91.90% of revenue

2023Expense mix: 58.2% mission · 41.4% management · 0.4% fundraisingTotal expenses: 73.08% of revenue

2022Expense mix: 79.8% mission · 18.0% management · 2.3% fundraisingTotal expenses: 111.17% of revenue

2021Expense mix: 94.3% mission · 4.8% management · 0.9% fundraisingTotal expenses: 99.86% of revenue

2020Expense mix: 94.0% mission · 5.9% management · 0.1% fundraisingTotal expenses: 84.36% of revenue

2019Expense mix: 92.2% mission · 6.7% management · 1.0% fundraisingTotal expenses: 116.92% of revenue

2018Expense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 113.72% of revenue

2017Expense mix: 95.1% mission · 4.9% management · 0.0% fundraisingTotal expenses: 63.53% of revenue

Money in and money out

Revenue$209,077

Expenses$192,143

Annual surplus $16,934 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$132,803 · 69.1% of expenses

Management and office costs$37,256 · 19.4% of expenses

Fundraising$22,084 · 11.5% of expenses

See all reported dollar amounts

Revenue$209,077

Expenses$192,143

Assets$2,734,855

Income$357,937

Contributions$92,382

Mission work (program services)$132,803

Fundraising$22,084

Management and general$37,256

Stocks and bonds$323,027

Accounting fees$21,326

Investing fees$6,676

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM NOACKDIRECTOR-AT-LARGE · 5 hrs/week $3,595

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

WILLIAM NOACKDIRECTOR-AT-LARGE

LIZ SMITHDIRECTOR-AT-LARGE

ROBERT MULLERDIRECTOR-AT-LARGE

RHONDA MCFARLANETREASURER

PATTI OTTOBONIDIRECTOR-AT-LARGE

MOLLY GLEASONTECHNOLOGY DIRECTOR

MARY JACOBDEVELOPMENT DIRECTOR

MARY HANCOCKSECRETARY

MARILYN COMPTONDIRECTOR-AT-LARGE (PARTIAL YEAR)

MARIE SUE PARSONSDIRECTOR-AT-LARGE

CHRISTINE KLUKKERTDIRECTOR-AT-LARGE

LAURIE HANNAHLIBRARY DIRECTOR

KATE LIMAMEMBERSHIP DIRECTOR

KAREN RAMSDELLVICE PRESIDENT - OPERATIONS

JOHN WOODWARDDIRECTOR-AT-LARGE

HEATHER MCDEVITTDIRECTOR-AT-LARGE

FRED MARSHPROPERTY DIRECTOR

ELIZABETH ONEALDIRECTOR-AT-LARGE (PARTIAL YEAR)

EDWARD TAZER-MEYERSPRESIDENT

DIANE SYLVESTERCOMMUNICATIONS DIRECTOR

About this charity

Recognized since: January 1986
Location: 316 CASTILLO ST, SANTA BARBARA, CA 93101-3814
County: Santa Barbara
In care of: % EDWARD TAZER MEYERS
Primary officer: RHONDA MCFARLANE, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(805) 618-3125 Officer phone(805) 884-9909

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: TRAVIS J WILSON CPA CFP
NTEE classification: Arts, Culture & Humanities (A0380)
IRS tax category: Professional Organizations