UNITED WAY OF SANTA BARBARA COUNTY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SANTA BARBARA COUNTY INC (EIN 95-1641968)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-21
- IRS object ID
- 202330809349301713
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-21T17:17:25-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951641968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SANTA BARBARA COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8059658591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 GUTIERREZ STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE ORTIZ | PersonNm |
| Person Title | PRESIDENT/CEO/BOARD SECRETARY | PersonTitleTxt |
| Phone | 8059658591 | PhoneNum |
| Signature | 2023-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | ORTIZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA MOITOZA | PreparerPersonNm |
| PTIN | P01282487 | PTIN |
| Phone | 8059631837 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLIFF LUNDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 GUTIERREZ STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,463,721 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UNITEDWAYSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF SANTA BARBARA COUNTY DEVELOPS AND LEADS INNOVATIVE COMMUNITY PARTNERSHIPSAND DELIVERS PROGRAMS THAT ACHIEVE MEASURABLE RESULTS WITH A PRIMARY FOCUS ON EDUCATION AND FINANCIAL STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 322 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,349,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,225,553 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $168,905 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $137,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,160,624 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,603,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,930 | PYOtherRevenueAmt |
| CY Other Revenue | -$103,517 | CYOtherRevenueAmt |
| PY Total Revenue | $15,674,650 | PYTotalRevenueAmt |
| CY Total Revenue | $21,862,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,390,871 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,120,795 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,573,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,850,061 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $427,594 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $990,900 | PYOtherExpensesAmt |
| CY Other Expenses | $1,114,057 | CYOtherExpensesAmt |
| PY Total Expenses | $14,955,107 | PYTotalExpensesAmt |
| CY Total Expenses | $20,084,913 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $719,543 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,777,876 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,928,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,549,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $755,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,133,827 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,173,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,415,426 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENRICH THE LIVES OF CHILDREN AND FAMILIES AND BUILD RESILIENT COMMUNITIES BY LEADING LOCAL PROGRAMS AND PARTNERSHIPS THAT IMPROVE SCHOOL READINESS AND ACADEMIC ACHIEVEMENT, FINANCIAL EMPOWERMENT, AND CRISIS RESPONSE AND RECOVERY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $588,755 | ExpenseAmt |
| Grant | $25,743 | GrantAmt |
| Revenue | $137,387 | RevenueAmt |
| Desc | UNITED FOR LITERACY: SINCE 1923, UWSBC HAS WORKED IN CLOSE PARTNERSHIP WITH LOCAL SCHOOLS, DISTRICTS, AND EDUCATORS IN OUR COMMUNITY TO SUPPORT STUDENTS IN CREATING A STRONGER FOUNDATION FOR ACADEMIC SUCCESS. THROUGH DIRECT SERVICES AND PROGRAMS, UWSBC WORKS IN TANDEM WITH LOCAL DISTRICTS TO NARROW THE ACHIEVEMENT GAP FOR STUDENTS IN LOW-RESOURCE COMMUNITIES. UWSBC PROVIDES THREE PROGRAMS TO SUPPORT STUDENTS K-12, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER TUTORING SUPPORT PROGRAM, AND THE EARLY LEARNING SUCCESS INSTITUTES. WITHIN EACH PROGRAM IS A FOCUS ON DATA-DRIVEN ACADEMIC CURRICULUM, SOCIAL-EMOTIONAL LEARNING, AND ACCESS TO THE ONGOING TOOLS AND SUPPORT THAT STUDENTS NEED TO BUILD A BRIGHTER FUTURE. AS THE NEEDS OF OUR LOCAL COMMUNITY EVOLVE, UWSBC ADAPTS ITS PROGRAMMATIC INFRASTRUCTURE TO BEST SUPPORT THE STUDENTS AND FAMILIES WE SERVE. UWSBC PROVIDES THREE DIRECT SERVICE PROGRAMS WITHIN THIS INITIATIVE, INCLUDING THE FUN IN THE SUN SUMMER LEARNING PROGRAM, THE UNITED LEARNING CENTER, AND THE EARLY LEARNING SUCCESS INSTITUTES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $779,484 | ExpenseAmt |
| Grant | $1,260 | GrantAmt |
| Desc | FUN IN THE SUN: THE FUN IN THE SUN SUMMER LEARNING PROGRAM IS UNITED WAY'S LARGEST ACADEMIC PROGRAM, WITH OVER 25 YEARS OF PROVIDING HUNDREDS OF LOCAL STUDENTS IN LOW-RESOURCE COMMUNITIES WITH A COMPREHENSIVE NETWORK OF SUPPORT THROUGHOUT THE SUMMER. THE SIX-WEEK SUMMER PROGRAM PROVIDES A FULL SPECTRUM OF SERVICES, INCLUDING INDIVIDUALIZED ACADEMIC INSTRUCTION AND LITERACY REMEDIATION, FIELD TRIPS AND ENRICHMENT ACTIVITIES, COMMUNITY ENGAGEMENT AND VOLUNTEERING OPPORTUNITIES, AND A ROBUST SOCIAL-EMOTIONAL LEARNING CURRICULUM. FUN IN THE SUN SERVES A TOTAL OF 400 STUDENTS FROM 3RD TO 12TH GRADE AND THEIR FAMILIES AT SIX CAMPUSES THROUGHOUT SANTA BARBARA COUNTY, WITH SITES AT LOCAL SCHOOLS IN CARPINTERIA, GOLETA, GUADALUPE, SANTA BARBARA, AND SOLVANG. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,602 | ExpenseAmt |
| Desc | FINANCIAL EMPOWERMENT: UWSC'S MISSION IS FOCUSED ON CREATING A MORE RESILIENT COMMUNITY. AT THE CORE OF THIS APPROACH IS HELPING LOCAL INDIVIDUALS AND FAMILIES BUILD A STRONG FINANCIAL FOUNDATION TO INCREASE THEIR CAPACITY TO MEET BASIC NEEDS AND ACHIEVE LONG-TERM FINANCIAL STABILITY. UWSBC'S FINANCIAL EMPOWERMENT INITIATIVE INCLUDES PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM AND THE RESILIENCY GRANTS PROGRAM, WHICH ADDRESS THE OBSTACLES THAT FACE THOSE IN LOW-RESOURCE COMMUNITIES COUNTYWIDE. WITH ROBUST PARTNERSHIPS WITH LOCAL SCHOOL DISTRICTS, FINANCIAL INSTITUTIONS, GOVERNMENT AGENCIES, CORPORATIONS, AND COMMUNITY ORGANIZATIONS, UWSBC CONNECTS INDIVIDUALS AND FAMILIES WITH A ROBUST NETWORK OF TOOLS AND RESOURCES TO INCREASE INCOME, BUILD SAVINGS, AND GAIN AND SUSTAIN ASSETS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,819,370 | ExpenseAmt |
| Grant | $17,093,792 | GrantAmt |
| Desc | CRISIS RESPONSE & RECOVERY: AS A RESULT OF UNITED WAY'S EXPANDED FOCUS IN THE FIELD OF CRISIS RESPONSE, THE ORGANIZATION HAS MAGNIFIED ITS ROLE AS A COMMUNITY LEADER IN RECOVERY EFFORTS IN RESPONSE TO RECENT DISASTERS. FROM THE EXPANSION OF ESTABLISHED EDUCATIONAL PROGRAMMING TO THE DEVELOPMENT OF NEW PROGRAMS IN AREAS OF BASIC NEEDS ASSISTANCE, RENT RELIEF, AND CHILDCARE, UNITED WAY LEVERAGES A DIVERSE NETWORK OF PARTNERS AND RESOURCES TO QUICKLY ADAPT TO THE CHANGING NEEDS OF RESIDENTS IN THE IMMEDIATE AFTERMATH AND RECOVERY FROM A DISASTER. UNITED WAY OPERATES IN COLLABORATION WITH LOCAL ORGANIZATIONS, DISASTER RESPONSE OFFICIALS, AND THE COUNTY OF SANTA BARBARA. UNITED WAY REMAINS COMMITTED TO IDENTIFYING EMERGING CHALLENGES, ESTABLISHING DEDICATED NETWORKS OF RESOURCES AND LEADERS, AND INVESTING IN NEW COLLABORATIVE STRATEGIES THAT DIRECTLY SUPPORT FAMILIES, ORGANIZATIONS, AND SCHOOL DISTRICTS IN NEED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,819,370 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $17,093,792 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $19,232,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 78 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059658591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 E GUTIERREZ ST | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| STEVE ORTIZ | |||||||
| PRESIDENT & CEO/BOARD SECR | 40.00 | Yes (X) | Yes (X) | $250,879 | $0 | $46,769 | |
| CLIFF LUNDBERG | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE B DOIRON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN HERSBERGER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEO HAMILL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK SCOTT | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID PRICHARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LANCE CONNOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FLATTERY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HOLLMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRANCE HOLT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX KOPER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRI MAUS-NISICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ART MEROVICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARY MUTTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN NELSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICE RYAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYAN SCHALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE BLAIR | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $120,329 | $0 | $19,340 | ||
| MELINDA CABRERA | |||||||
| VICE PRESIDENT | 40.00 | $112,019 | $0 | $16,109 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $483,227 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,218 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMO AND ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3663 SAN REMO DRIVE 5G | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $114,155 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $238,684 | FundraisingAmt |
| Government Grants | $17,530,128 | GovernmentGrantsAmt |
| All Other Contributions | $2,456,741 | AllOtherContributionsAmt |
| Noncash Contributions | $59,840 | NoncashContributionsAmt |
| Total Contributions | $20,225,553 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSING FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $137,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,387 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $137,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $343,253 | TotalRevenueColumnAmt |
| Exclusion | $343,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,732,196 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,474,083 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,258,113 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,260,113 | TotalRevenueColumnAmt |
| Exclusion | $1,260,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,304 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $238,684 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,849 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$103,545 | TotalRevenueColumnAmt |
| Exclusion | -$103,545 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28 | TotalRevenueColumnAmt |
| Exclusion | $28 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,862,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,499,849 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,443 | TotalAmt |
| Program Services | $525,443 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,595,352 | TotalAmt |
| Program Services | $16,595,352 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,792 | TotalAmt |
| Program Services | $370,483 | ProgramServicesAmt |
| Management And General | $64,381 | ManagementAndGeneralAmt |
| Fundraising | $31,928 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,277 | TotalAmt |
| Program Services | $910,256 | ProgramServicesAmt |
| Management And General | $43,605 | ManagementAndGeneralAmt |
| Fundraising | $190,416 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,270 | TotalAmt |
| Program Services | $43,688 | ProgramServicesAmt |
| Management And General | $6,812 | ManagementAndGeneralAmt |
| Fundraising | $24,770 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,474 | TotalAmt |
| Program Services | $27,776 | ProgramServicesAmt |
| Management And General | $4,185 | ManagementAndGeneralAmt |
| Fundraising | $10,513 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,248 | TotalAmt |
| Program Services | $100,246 | ProgramServicesAmt |
| Management And General | $6,563 | ManagementAndGeneralAmt |
| Fundraising | $14,439 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,400 | TotalAmt |
| Management And General | $43,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,461 | TotalAmt |
| Management And General | $96,461 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,806 | TotalAmt |
| Program Services | $193,605 | ProgramServicesAmt |
| Management And General | $5,841 | ManagementAndGeneralAmt |
| Fundraising | $35,360 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,608 | TotalAmt |
| Program Services | $29,204 | ProgramServicesAmt |
| Management And General | $1,255 | ManagementAndGeneralAmt |
| Fundraising | $13,149 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,204 | TotalAmt |
| Program Services | $143,616 | ProgramServicesAmt |
| Management And General | $12,185 | ManagementAndGeneralAmt |
| Fundraising | $29,403 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,309 | TotalAmt |
| Program Services | $186,474 | ProgramServicesAmt |
| Management And General | $3,241 | ManagementAndGeneralAmt |
| Fundraising | $17,594 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,175 | TotalAmt |
| Program Services | $26,248 | ProgramServicesAmt |
| Management And General | $7,131 | ManagementAndGeneralAmt |
| Fundraising | $14,796 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,333 | TotalAmt |
| Program Services | $20,208 | ProgramServicesAmt |
| Management And General | $6,175 | ManagementAndGeneralAmt |
| Fundraising | $1,950 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,636 | TotalAmt |
| Program Services | $26,022 | ProgramServicesAmt |
| Management And General | $3,758 | ManagementAndGeneralAmt |
| Fundraising | $11,856 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,633 | TotalAmt |
| Program Services | $27,987 | ProgramServicesAmt |
| Management And General | $1,226 | ManagementAndGeneralAmt |
| Fundraising | $31,420 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,578 | TotalAmt |
| Management And General | $38,578 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,883 | TotalAmt |
| Program Services | $5,603 | ProgramServicesAmt |
| Management And General | $5,280 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOWANCE FOR BAD DEBT | Desc |
| Total | $75,031 | TotalAmt |
| Management And General | $75,031 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,084,913 | TotalAmt |
| Program Services | $19,232,211 | ProgramServicesAmt |
| Management And General | $425,108 | ManagementAndGeneralAmt |
| Fundraising | $427,594 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,943 | BOYAmt |
| EOY | $639,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,342,066 | BOYAmt |
| EOY | $3,143,662 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,637 | BOYAmt |
| EOY | $602,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,683 | BOYAmt |
| EOY | $118,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,024,847 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,616,886 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,080 | BOYAmt |
| EOY | $407,961 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,542,029 | BOYAmt |
| EOY | $9,275,196 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,377 | BOYAmt |
| EOY | $1,360,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,928,815 | BOYAmt |
| EOY | $15,549,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,596 | BOYAmt |
| EOY | $226,596 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,091 | BOYAmt |
| EOY | $532,707 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,892 | BOYAmt |
| EOY | $49,906 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,725 | BOYAmt |
| EOY | $324,618 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,304 | BOYAmt |
| EOY | $1,133,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,845,913 | BOYAmt |
| EOY | $5,936,579 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,327,598 | BOYAmt |
| EOY | $8,478,847 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,173,511 | BOYAmt |
| EOY | $14,415,426 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,928,815 | BOYAmt |
| EOY | $15,549,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,777,876 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,333,397 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$202,564 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,461,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,310,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,147,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,349,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,225,553 | CurrentTaxYearAmt |
| Total | $45,494,104 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,461,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,310,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,147,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,349,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,225,553 | CurrentTaxYearAmt |
| Total | $45,494,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $322,271 | SubstantialContributorsTotAmt |
| Public Support Total170 | $45,171,833 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,693 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,253 | CurrentTaxYearAmt |
| Total | $1,171,153 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $28 | CurrentTaxYearAmt |
| Total | $3,693 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,668,950 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $747,932 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,554,171 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,576,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $502,112 | OtherExpendituresAmt |
| End Year Balance | $8,475,468 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,854,597 | BeginningYearBalanceAmt |
| Contributions | $292,294 | ContributionsAmt |
| Investment Earnings Or Losses | $1,861,382 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $454,102 | OtherExpendituresAmt |
| End Year Balance | $10,554,171 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,945,798 | BeginningYearBalanceAmt |
| Contributions | $812,071 | ContributionsAmt |
| Investment Earnings Or Losses | $657,728 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $561,000 | OtherExpendituresAmt |
| End Year Balance | $8,854,597 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,546,748 | BeginningYearBalanceAmt |
| Contributions | -$1,468,504 | ContributionsAmt |
| Investment Earnings Or Losses | $449,558 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $582,004 | OtherExpendituresAmt |
| End Year Balance | $7,945,798 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,043,776 | BeginningYearBalanceAmt |
| Contributions | $102,721 | ContributionsAmt |
| Investment Earnings Or Losses | $876,070 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $475,819 | OtherExpendituresAmt |
| End Year Balance | $9,546,748 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $218,000 | OtherCostOrOtherBasisAmt |
| Book Value | $218,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,480,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,354,599 | DepreciationAmt |
| Book Value | $125,504 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $298,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,783 | DepreciationAmt |
| Book Value | $64,457 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,504 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $407,961 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSET HELD DEFERRED COMP PLAN | $57,991 |
| INTEREST IN PERPETUAL TRUSTS | $655,796 |
| INTEREST IN SPLIT INTEREST AGREEMENTS | $646,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,360,706 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATIONS UNDER DEF COMP PLAN | $57,991 |
| OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT | $266,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,618 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,269,833 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,333,397 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $39,466 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$202,564 | OtherRevenueAmt |
| Revenue Not Reported | -$3,496,495 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,766,328 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $96,461 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $96,461 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,862,789 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,027,918 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $39,466 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $39,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,988,452 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $96,461 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $96,461 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,084,913 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT HAS BEEN ESTABLISHED FOR A VARIETY OF PROGRAM PURPOSES SUCH AS CHILDREN SERVICE AND COMMUNITY BASED PROGRAMS, AS WELL AS FOR BUILDING MAINTENANCE AND OPERATIONS. |
| PART X, LINE 2: | FINANCIAL ACCOUNTING STANDARDS BOARD'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION'S TAX RETURNS FROM THE YEAR 2019 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2018 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEAR ENDED JUNE 30, 2022 OR FOR PRIOR PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PERPETUAL TRUST -147,864. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -54,700. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRYL BROWN EVENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 COAST VILLAGE RD 421 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT PLANNER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $43,624 | RetainedByContractorAmt |
| Net To Organization | -$43,624 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $43,624 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$43,624 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED FEATHER BALL | Event1Nm |
| Gross Receipts Event1 | $179,902 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $160,306 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,596 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,759 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,841 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $44,401 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMEN UNITED | Event2Nm |
| Gross Receipts Event2 | $82,086 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $78,378 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,708 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,807 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $17,618 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $800 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,623 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $261,988 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $238,684 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,304 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,566 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,459 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,024 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $126,849 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$103,545 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CARPINTERIA UNIFIED SCHOOL DISTRICT | ||||||||
| 1400 LINDEN AVE | CARPINTERIA | CA | 93013 | 956101195 | PUBLIC SCHOOL | $10,743 | $0 | EARLY LEARNING SUCCESS |
| FAMILY SERVICE AGENCY | ||||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | 951644031 | 501 C 3 | $455,000 | $0 | COVID-19 RESPONSE |
| HOPE SCHOOL DISTRICT | ||||||||
| 3970 LA COLINA RD | SANTA BARBARA | CA | 93110 | 770316006 | PUBLIC SCHOOL | $15,000 | $0 | EARLY LEARNING SUCCESS |
| MIXTECOINDIGENA COMMUNITY ORGANIZING PROJECT | ||||||||
| 135 MAGNOLIA AVE | OXNARD | CA | 93030 | 300045901 | 501 C 3 | $11,115 | $0 | COVID-19 RESPONSE |
| SANTA BARBARA BUCKET BRIGADE | ||||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | 831156413 | 501 C 3 | $10,000 | $0 | COMMUNITY DISTASTER RESPONSE |
| TRANSITION HOUSE | ||||||||
| 434 EAST ORTEGA STREET | SANTA BARBARA | CA | 93101 | 770099755 | 501 C 3 | $20,825 | $0 | COVID-19 RESPONSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COVID-19 | GrantTypeTxt |
| Recipient | 3305 | RecipientCnt |
| Cash Grant | $16,595,352 | CashGrantAmt |
| Non Cash Assistance | COVID-19 RESPONSE | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE ORTIZ | PersonNm |
| Title | PRESIDENT & CEO/BOARD SECR | TitleTxt |
| Base Compensation Filing Org | $250,879 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $42,482 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,287 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $297,648 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $23,987 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,332 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFTS FOR FITS | Desc |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,521 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE SERVICES OF CHARITABLE ADULT RIDES & SERVICES (CARS), A SECTION 501(C)(3) ORGANIZATION. CARS FACILITATES THE DONATION OF VEHICLES TO OTHER NONPROFIT ORGANIZATIONS AS ONE OF ITS CHARITABLE PROGRAMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE IRS FORM 990 WAS REVIEWED IN DETAIL BY THE AUDIT COMMITTEE BEFORE FILING. A DRAFT OF THE FORM 990 WAS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST STATEMENTS, INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST, ARE REQUIRED FROM EACH MEMEBER OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO IS REVIEWED BY THE MANAGEMENT COMMITTEE ACTING AS THE COMPENSATION COMMITTEE. THE COMMITTEE USES WAGE STUDIES AND OTHER INFORMATION TO DETERMINE THE RECOMMENDED COMPENSATION LEVEL. THE MANAGEMENT COMMITTEE PRESENTS THE COMPENSATION DECISION TO THE FULL BOARD, WITH THE OPPORTUNITY TO REQUEST DETAILS AND WAGE STUDIES. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST TRUSTS -54,700. CHANGE IN VALUE OF PERPETUAL TRUST -147,864. |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OVERSEES INDEPENDENT AUDIT PROCESS AND FISCAL MANAGEMENT. APPROVES ANNUAL FINANCIAL STATEMENTS |
Comments