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California · Nonprofit

Goleta Valley Historical Society

Goleta Valley Historical Society (California) receives grants from 9 organizations whose IRS filings report $253,213 to it, the largest being THE WOOD-CLAEYSSENS FOUNDATION ($155,000). 4 of them have funded it in more than one year.

Revenue FY2024
$286k
Funders on record
9
Grants received
$253k
Net assets
$1.8M
4/9 repeat funderspeak grant-dependency 18%
01What it does

What Goleta Valley Historical Society does

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.

As stated on its FY2024 Form 990.

Program

  1. 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.

    $137,041 spent$31,462 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $137,041.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($250k) Expenses 100 ($298k) Net assets 100 ($2.0M)2018 Revenue 171 ($427k) Expenses 92 ($276k) Net assets 96 ($2.0M)2019 Revenue 109 ($272k) Expenses 96 ($286k) Net assets 99 ($2.0M)2020 Revenue 84 ($210k) Expenses 82 ($245k) Net assets 101 ($2.1M)2021 Revenue 108 ($271k) Expenses 88 ($263k) Net assets 102 ($2.1M)2022 Revenue 112 ($281k) Expenses 115 ($343k) Net assets 93 ($1.9M)2023 Revenue 118 ($296k) Expenses 125 ($374k) Net assets 92 ($1.9M)2024 Revenue 114 ($286k) Expenses 124 ($371k) Net assets 89 ($1.8M)
'17'18'19'20'21'22'23'24
Revenue (114)Expenses (124)Net assets (89)

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 $2.1M to $1.9M (−9%).

$2.0M
$2.0M
$2.0M
$2.1M
$2.1M
$1.9M
$1.9M
$1.8M
'17'18'19'20'21'22'23'24
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.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 40% · 2018 21% · 2019 33% · 2020 48% · 2021 58% · 2022 38% · 2023 36% · 2024 36%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 8 reported years ran a deficit.

−$48k
’17
$151k
’18
−$14k
’19
−$34k
’20
$7k
’21
−$62k
’22
−$78k
’23
−$85k
’24
5.5
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.

'17'18'19'20'21'22'23'24
Listed9671012677
Joined·+1+2+4+3+0+1+1
No longer listed·4111601
03Who funds it

Who funds it, year by year

2017 → 2023: the base held at 1 funder, grant income fell $30k → $2k.

3 of 9 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 7% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Goleta 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

Goleta Valley Historical Society leans on a few funders — its largest provides 61% of grant income and the top three 83%; half comes from just 1 funder.

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

61%
largest funder
83%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 77% · 2019 52% · 2020 73% · 2021 55% · 2022 75% · 2023 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.

How long its funders stay

25% of Goleta Valley Historical Society's funders are still giving 3 years after their first grant; 44% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

99% of Goleta Valley Historical Society's grant income comes from California funders.

NY
CA

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

’17
’18
’19
’20
’21
’22
’23
California out of state home

Funder states come from each funder’s own filing. $18k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. 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

Organizations like Goleta 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

37% of spending goes to programs.

Program 37%Management 42%Fundraising 21%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

92%

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

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for Goleta 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 Goleta Valley Historical Society?
Goleta Valley Historical Society (California) receives grants from 9 organizations whose IRS filings report $253,213 to it, the largest being THE WOOD-CLAEYSSENS FOUNDATION ($155,000). 4 of them have funded it in more than one year.
How many funders does Goleta Valley Historical Society have?
IRS filings report 9 organizations giving $253,213 in grants to Goleta Valley Historical Society, 4 of which have funded it in more than one year.
Who is the largest funder of Goleta Valley Historical Society?
THE WOOD-CLAEYSSENS FOUNDATION is the largest funder on record, with $155,000 in grants. The full list of funders is on this page.
How can an organization like Goleta 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 Goleta Valley Historical Society →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 9 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 14, 2026. What this page cannot tell you · view filing