SANTA BARBARA TRUST FOR HISTORIC PRESERVATION Charity Report

Public IRS 990 nonprofit record

SANTA BARBARA TRUST FOR HISTORIC PRESERVATION

EIN 95-6111696 · Arts, Culture & Humanities (A800)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.60 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 leaders22 people are listed in the latest report.

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

Money made simple

61.51%of revenue went to mission work74.6% of expenses · Program services

5.26%of revenue went to fundraising6.4% of expenses

$82.45spent for every $100 of revenueRevenue covered expenses this year.

15.68%of revenue went to management and office costs19.0% of expenses

$6.34in assets for every $1 spent this yearSome assets cannot be spent right away.

16.6%of its money came from giftsOther money may come from services or investments.

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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 $149,350 for ANNE PETERSEN (EXECUTIVE DIRECTOR). 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$2,585,480

Mission workProgram services$1,590,32361.51% of revenue74.6% of expenses

ManagementOffice and general costs$405,46715.68% of revenue19.0% of expenses

FundraisingAsking for donations$136,0345.26% of revenue6.4% of expenses

Revenue left after expensesReported annual surplus$453,65617.55% of revenueShown in gray on the chart

Total expenses$2,131,82482.45% 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: 74.6% mission · 19.0% management · 6.4% fundraisingTotal expenses: 82.45% of revenue

2023Expense mix: 74.2% mission · 19.0% management · 6.8% fundraisingTotal expenses: 92.66% of revenue

2022Expense mix: 82.1% mission · 13.4% management · 4.5% fundraisingTotal expenses: 131.92% of revenue

2021Expense mix: 86.8% mission · 8.7% management · 4.6% fundraisingTotal expenses: 86.12% of revenue

2020Expense mix: 79.2% mission · 15.8% management · 5.0% fundraisingTotal expenses: 53.40% of revenue

2019Expense mix: 87.2% mission · 8.8% management · 4.0% fundraisingTotal expenses: 122.95% of revenue

2018Expense mix: 73.7% mission · 18.1% management · 8.2% fundraisingTotal expenses: 85.84% of revenue

2015Expense mix: 69.0% mission · 28.8% management · 2.2% fundraisingTotal expenses: 115.74% of revenue

Money in and money out

Revenue$2,585,480

Expenses$2,131,824

Annual surplus $453,656 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)$1,590,323 · 74.6% of expenses

Management and office costs$405,467 · 19.0% of expenses

Fundraising$136,034 · 6.4% of expenses

See all reported dollar amounts

Revenue$2,585,480

Expenses$2,131,824

Assets$13,510,209

Income$5,302,012

Contributions$429,992

Mission work (program services)$1,590,323

Fundraising$136,034

Management and general$405,467

Executive compensation (total)$165,333

Stocks and bonds$9,841,650

Accounting fees$31,732

Investing fees$74,269

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

ANNE PETERSENEXECUTIVE DIRECTOR · 40 hrs/week $149,350Base $139,094 · Other $10,256

CAY SANCHEZACCOUNTANT · 30 hrs/week $72,707

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 (22)

ANNE PETERSENEXECUTIVE DIRECTOR

CAY SANCHEZACCOUNTANT

JESSICA HAROBOARD MEMBER

SHELLEY BOOKSPANTREASURER

NINA JOHNSONBOARD MEMBER

NICOLE WASSERMANBOARD MEMBER

MICHAEL NEAL ARNOLDPRESIDENT

MARIA ELENA LOPEZBOARD MEMBER

KYLE SLATTERYSECOND VICE PRESIDENT

KAI TEPPERBOARD MEMBER

JOHN MAJEWSKIBOARD MEMBER

JOHN DOORDANBOARD MEMBER

JOE HANDERHANBOARD MEMBER

AKIL HILLBOARD MEMBER

JEN LEMBERGERBOARD MEMBER

JEFFREY SHERWOODBOARD MEMBER

JAY KRAUTMANNSECRETARY

JARED FICKERBOARD MEMBER

CODY MAKELAFIRST VICE PRESIDENT

CASS ENSBERGBOARD MEMBER

BRENT WILSONBOARD MEMBER

ANDREA STEWARDBOARD MEMBER

About this charity

Recognized since: January 1965
Location: 123 E CANON PERDIDO ST, SANTA BARBARA, CA 93101-2215
County: Santa Barbara
In care of: MICHAEL NEAL ARNOLD
Primary officer: MICHAEL NEAL ARNOLD, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(805) 965-0093

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: NASIF HICKS HARRIS & CO LLP
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites