SANTA BARBARA EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA EDUCATION FOUNDATION (EIN 77-0071544)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349313379
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:31:58-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272087941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA PETERSEN AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 92202 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770071544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Santa Barbara Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8052849125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 Chapala Street Ste 308 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pedro Paz | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8052849125 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Petersen | PreparerPersonNm |
| PTIN | P01072423 | PTIN |
| Phone | 8056948331 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Pedro Paz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 Chapala Street Ste 308 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,556,372 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | sbefoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To promote community investment in public education to ensure equity and access to an innovative, world-class education that inspires confidence, competence, and creativity in every student in the Santa Barbara Unified School District. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,736,194 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,281,985 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $167,280 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,698 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,101 | PYInvestmentIncomeAmt |
| CY Investment Income | $94,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $938 | PYOtherRevenueAmt |
| CY Other Revenue | $8,668 | CYOtherRevenueAmt |
| PY Total Revenue | $2,973,513 | PYTotalRevenueAmt |
| CY Total Revenue | $2,502,354 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $947,834 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,279,715 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,508 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,013,254 | PYOtherExpensesAmt |
| CY Other Expenses | $1,747,399 | CYOtherExpensesAmt |
| PY Total Expenses | $2,961,088 | PYTotalExpensesAmt |
| CY Total Expenses | $3,027,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,425 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$524,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,800,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,697,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $99,683 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,701,047 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,626,974 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote community investment in public education to ensure equity and access to an innovative, world-class education that inspires confidence, competence, and creativity in every student in the Santa Barbara Unified School District. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,311,465 | ExpenseAmt |
| Revenue | $117,698 | RevenueAmt |
| Desc | Santa Barbara Education Foundation serves as an advocate and raises funds to support Santa Barbara Unified School District's 22 schools, to ensure a well rounded education (including arts and music) for all 16,000 students. The Foundation also supports early childhood education, parent education, violence prevention, mentoring and tutoring, and the summer learning "Get Ahead Program" for middle school students. The Foundation has provided the campaign leadership for several ballot initiatives that have brought $18 million for classroom enrichment and $110 million for infrastructure improvements. | Desc |
| Total Program Service Expenses | $2,311,465 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pedro Paz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8052849125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 Chapala Street Ste 308 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Mat Gradias | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Victoria Juarez | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tisha Ford | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Diana Ciontea | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Melissa White | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Elke Kane | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Roxane Bryne | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Iris Castaneda | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eva Maria Catalan | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Eder Gaona-Macedo | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bukola Ishola Broome | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Milem | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Ramirez-Zarate | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Rogers | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donna Ronzone | ||||||
| Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Pedro Paz | ||||||
| Executive Director | 40.00 | Yes (X) | $144,487 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,487 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $20,000 | FundraisingAmt |
| All Other Contributions | $2,261,985 | AllOtherContributionsAmt |
| Noncash Contributions | $48,849 | NoncashContributionsAmt |
| Total Contributions | $2,281,985 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Registration Fees | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $117,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,698 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,698 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,003 | TotalRevenueColumnAmt |
| Exclusion | $94,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,686 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $20,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,018 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,668 | TotalRevenueColumnAmt |
| Exclusion | $8,668 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,502,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,698 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,671 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,044 | TotalAmt |
| Program Services | $99,783 | ProgramServicesAmt |
| Management And General | $33,261 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,552 | TotalAmt |
| Program Services | $577,103 | ProgramServicesAmt |
| Management And General | $391,449 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,009 | TotalAmt |
| Program Services | $31,502 | ProgramServicesAmt |
| Management And General | $54,507 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,110 | TotalAmt |
| Program Services | $58,785 | ProgramServicesAmt |
| Management And General | $33,325 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413 | TotalAmt |
| Fundraising | $413 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,741 | TotalAmt |
| Management And General | $40,741 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,831 | TotalAmt |
| Program Services | $315 | ProgramServicesAmt |
| Management And General | $36,067 | ManagementAndGeneralAmt |
| Fundraising | $449 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,295 | TotalAmt |
| Program Services | $23,620 | ProgramServicesAmt |
| Management And General | $8,568 | ManagementAndGeneralAmt |
| Fundraising | $107 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,057 | TotalAmt |
| Program Services | $13,950 | ProgramServicesAmt |
| Management And General | $37,902 | ManagementAndGeneralAmt |
| Fundraising | $9,205 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,528 | TotalAmt |
| Program Services | $41,422 | ProgramServicesAmt |
| Management And General | $34,106 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,855 | TotalAmt |
| Program Services | $44,353 | ProgramServicesAmt |
| Management And General | $1,721 | ManagementAndGeneralAmt |
| Fundraising | $781 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,109 | TotalAmt |
| Program Services | $5,535 | ProgramServicesAmt |
| Management And General | $6,787 | ManagementAndGeneralAmt |
| Fundraising | $2,787 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691 | TotalAmt |
| Management And General | $691 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,491 | TotalAmt |
| Program Services | $8,332 | ProgramServicesAmt |
| Management And General | $2,159 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Direct program expendit | $1,401,102 | $1,401,102 | ||
| Printing, postage and c | $20,978 | $2,975 | $11,334 | $6,669 |
| Bank service charges | $5,308 | $2,688 | $1,523 | $1,097 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,027,114 | TotalAmt |
| Program Services | $2,311,465 | ProgramServicesAmt |
| Management And General | $694,141 | ManagementAndGeneralAmt |
| Fundraising | $21,508 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,731 | BOYAmt |
| EOY | $472,742 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,868 | BOYAmt |
| EOY | $9,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,479 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647 | BOYAmt |
| EOY | $956 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,599,555 | BOYAmt |
| EOY | $6,088,993 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,929 | BOYAmt |
| EOY | $125,812 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800,730 | BOYAmt |
| EOY | $6,697,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,683 | BOYAmt |
| EOY | $70,787 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,683 | BOYAmt |
| EOY | $70,787 | 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 | $4,843,147 | BOYAmt |
| EOY | $4,672,711 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,857,900 | BOYAmt |
| EOY | $1,954,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,701,047 | BOYAmt |
| EOY | $6,626,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800,730 | BOYAmt |
| EOY | $6,697,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$524,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $450,687 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | FederalGrantAuditRequiredInd |
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 | $1,658,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,190,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,446,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,688,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,281,985 | CurrentTaxYearAmt |
| Total | $11,265,244 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,658,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,190,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,446,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,688,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,281,985 | CurrentTaxYearAmt |
| Total | $11,265,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,265,244 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,003 | CurrentTaxYearAmt |
| Total | $354,126 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,619,370 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $720,713 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97960 | 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 | $1,103 | BeginningYearBalanceAmt |
| End Year Balance | $1,103 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103 | BeginningYearBalanceAmt |
| End Year Balance | $1,103 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103 | BeginningYearBalanceAmt |
| End Year Balance | $1,103 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103 | BeginningYearBalanceAmt |
| End Year Balance | $1,103 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103 | BeginningYearBalanceAmt |
| End Year Balance | $1,103 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,479 | DepreciationAmt |
| Book Value | $956 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $956 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,953,041 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $450,687 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $450,687 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,502,354 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,502,354 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,027,114 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,027,114 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,027,114 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Hope Awards | Event1Nm |
| Gross Receipts Event1 | $82,686 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,686 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,035 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,189 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,850 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,944 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,686 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $20,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,686 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,035 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,189 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,850 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,944 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,018 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,668 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Instruments | Desc |
| Contribution | 100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,849 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A PDF draft of the 990 will be sent to each board member via email for review. An appropriate amount of time will be provided for review and discussion. |
| Form 990, Part VI, Section B, line 12c | Any officer, director of employee of the Organization has a duty to disclose any actual or possible conflicts of interest to the Board ofDirectors. The conflict of interest policy is reviewed at the annual Boardof Directors meeting before elections. If there is a potential conflict ofinterest, after disclosure of all material facts are presented, and after discussion with the interested person, he/she shall leave the room meeting while the determination of a conflict of interest is discussed and voted upon by the Board. The remaining board or committee members shall decide if a conflict of interest exists. If a conflict if interest is determined, the interested person may make a presentation. The President of the board orcommittee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. The Board or committee shall determine whether the Organization could obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. |
| Form 990, Part VI, Section B, line 15 | Salary ranges for all positions are developed and reviewed annually by the executive committee of the Board and are approved by the Board. Substantiation of the deliberation and decision is recorded and kept on file. For all employees, compensation is based on a number of factors which include job description compared to current job description, feedback from community partners, areas of concern and observation, merit-based salary adjustments and cost of living adjustments. Compensation process for Officers salary ranges for all positions are developed and reviewed annually by the executive committee of the Board and are approved by the Board. Substantiation of the deliberation and decision is recorded and kept on file. For all employees, compensation is based on a number of factors which include job description compared to current job description, feedback from community partners, areas of concern and observation, merit-based salary adjustments and cost of living adjustments. Salary Ranges for all positions are developed and reviewed annually by the executive committee of the Board and are approved by the Board. See above. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financials statements are made available to the public at the principal office of the organization located at 1528 Chapala Street, Suite 308, Santa Barbara, CA 93101, Monday - Friday during the hours of 10am - 4pm. The 990 is available on Guidestar and upon request. |
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