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California · Nonprofit

CARPINTERIA VALLEY HISTORICAL SOCIETY

CARPINTERIA VALLEY HISTORICAL SOCIETY (California) receives grants from 4 organizations whose IRS filings report $46,850 to it, the largest being THE WOOD-CLAEYSSENS FOUNDATION ($35,000). 3 of them have funded it in more than one year.

Revenue FY2025
$382k
Funders on record
4
Grants received
$47k
Net assets
$2.8M
3/4 repeat funderspeak grant-dependency 6%
01What it does

What Carpinteria Valley Historical Society does

Mission

Museum of local history and historical society

As stated on its FY2025 Form 990.

Programs

  1. Form 990, part iii, line 4d all other accomplishmentssupport all program service and exempt causes

    $106,261 spentof which $231,150 as grants
    100% of program spending
  2. Education and tours:visitor count of over 10,000 engaged the historical exhibits, special programs and tours supporting local history, school curricula and other special academic interests; compile and publish a monthly newsletter documenting local history; tours to culturally historical sites, events and institutions.

    $3,205 earned by the program
  3. Museum collections and exhibits:develop, catalog, exhibit, and ensure preservation of artifacts and objects of cultural patrimony as related to local history and local historical cultures. Develop culturally significant permanent and special educational exhibits related to the history of the local community.

  4. Historical research library and archives:develop and maintain a historical library which includes books, maps, archives by subject, ephemera and memorabilia, photo and image archives, oral history audio tapes, and genealogical and other resources relevant to local history for preservation and scholarly research.

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $106,261.

02The organization over time

The organization over time

Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20182018 Revenue 100 ($101k) Expenses 100 ($143k) Net assets 100 ($1.0M)2019 Revenue 161 ($162k) Expenses 108 ($155k) Net assets 100 ($1.0M)2020 Revenue 376 ($378k) Expenses 106 ($152k) Net assets 116 ($1.2M)2021 Revenue 139 ($139k) Expenses 107 ($152k) Net assets 133 ($1.4M)2022 Revenue 1228 ($1.2M) Expenses 134 ($191k) Net assets 204 ($2.1M)2023 Revenue 169 ($170k) Expenses 138 ($197k) Net assets 212 ($2.2M)2024 Revenue 171 ($172k) Expenses 117 ($167k) Net assets 249 ($2.6M)2025 Revenue 380 ($382k) Expenses 120 ($171k) Net assets 268 ($2.8M)
'18'19'20'21'22'23'24'25
Revenue (380)Expenses (120)Net assets (268)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $1.4M to $2.2M (+53%).

$1.1M
$1.1M
$1.2M
$1.4M
$2.2M
$2.2M
$2.6M
$2.8M
'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 19%. Grants only. Government contracts and fees sit inside program revenue.

60% of CARPINTERIA VALLEY HISTORICAL SOCIETY’s revenue is contributions — about as donation-reliant as the typical peer (64% for the typical peer).

This organization
Typical peer · 19,618 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 8 reported years ran a deficit.

−$42k
’18
$7k
’19
$226k
’20
−$13k
’21
$1.0M
’22
−$27k
’23
$5k
’24
$211k
’25
14
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Andy Bailard

Chairman

As listed on its FY2025 Form 990.

'18'19'20'21'22'23'24'25
Listed1414151515141110
Joined·+0+3+0+2+0+2+1
No longer listed·0202152
03Who funds it

Who funds it, year by year

2017 → 2022: the base held at 1 funder, grant income rose $5k → $8k.

Funder
'17
'18
'19
'20
'21
'22
'24*
'25*
total
funders
1
1
1
1
2
1
2
2

From the IRS filings of CARPINTERIA VALLEY HISTORICAL SOCIETY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

CARPINTERIA VALLEY HISTORICAL SOCIETY leans on a few funders — its largest provides 75% of grant income and the top three 99%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

75%
largest funder
99%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 100% · 2020 100% · 2021 94% · 2022 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

81% of CARPINTERIA VALLEY HISTORICAL SOCIETY's grant income comes from California funders.

MN
CA

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
California out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

CARPINTERIA VALLEY HISTORICAL SOCIETY runs a healthier operating margin than three-quarters of the 12,262 arts & culture nonprofits its size.

Operating margin55% · top quartile
Months of reserve13.8mo · top quartile
Revenue growth (annualized)21% · top quartile

this organization peer median middle 50% of peers· 12,262 arts & culture nonprofits $100k–$1M, FY2025

Organizations like CARPINTERIA VALLEY HISTORICAL SOCIETY

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

62% of spending goes to programs.

Program 62%Management 16%Fundraising 22%

Governance

10
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for CARPINTERIA VALLEY HISTORICAL SOCIETY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds CARPINTERIA VALLEY HISTORICAL SOCIETY?
CARPINTERIA VALLEY HISTORICAL SOCIETY (California) receives grants from 4 organizations whose IRS filings report $46,850 to it, the largest being THE WOOD-CLAEYSSENS FOUNDATION ($35,000). 3 of them have funded it in more than one year.
How many funders does CARPINTERIA VALLEY HISTORICAL SOCIETY have?
IRS filings report 4 organizations giving $46,850 in grants to CARPINTERIA VALLEY HISTORICAL SOCIETY, 3 of which have funded it in more than one year.
Who is the largest funder of CARPINTERIA VALLEY HISTORICAL SOCIETY?
THE WOOD-CLAEYSSENS FOUNDATION is the largest funder on record, with $35,000 in grants. The full list of funders is on this page.
How can an organization like CARPINTERIA VALLEY HISTORICAL SOCIETY find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Carpinteria Valley Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing