2022-11-11T11:48:49-06:00 2021-12-31 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2021-01-01 953618955 SANTA BARBARA BOWL FOUNDATION SANT 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 NICOLA PARR TREASURER 8059627411 2022-11-10 1 NICOLA PARR 999009999 KATY BROWN P00650274 3104784148 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KAREN KERNS 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 16717466 0 X WWW.SBBOWL.COM X 1981 CA TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, A HISTORIC OUTDOOR CONCERT VENUE. 19 19 14 100 0 0 2057841 7245189 571543 1567297 266807 862302 95127 359084 2991318 10033872 220001 292193 0 0 1191339 1323688 0 0 242785 1922956 3301382 3334296 4917263 -342978 5116609 45351353 50360877 1468438 1364676 43882915 48996201 TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, TO PROVIDE MUSIC AND PERFORMING ARTS EVENTS IN THE SANTA BARBARA COMMUNITY, TO PROMOTE CULTURAL AND ARTISTIC AWARENESS IN SANTA BARBARA COUNTY, TO PRESENT MUSIC AND PERFORMING ARTS TO LOCAL STUDENTS. 0 0 4031238 1914381 PERFORMING ARTS: THE SANTA BARBARA BOWL FOUNDATION IS LED BY DEDICATED VOLUNTEERS AND STAFF TO OPERATE THE SANTA BARBARA BOWL, A PREEMINENT OUTDOOR PERFORMING ARTS VENUE, TYPICALLY HOSTING APPROXIMATELY 35 SHOWS AND OVER 120,000 PATRONS ANNUALLY. FOLLOWING A $40 MILLION RENOVATION AND RESTORATION EFFORT, THE FOUNDATION CONTINUES TO RAISE FUNDS TO PROTECT THE COMMUNITY'S INVESTMENT AND STAY AT THE FOREFRONT OF TECHNOLOGY, AUDIENCE SAFETY AND AMENITIES. THE FOUNDATION ALSO RAISES FUNDS FOR OUTREACH PROGRAMMING AND ENDOWMENT TO PROVIDE NEED-BASED SUPPORT, RESOURCES, AND ADVOCACY TO MUSIC AND PERFORMING ARTS EDUCATION PROGRAMS BENEFITING LOCAL SCHOOL CHILDREN. AFTER CLOSURE IN 2020 DUE TO COVID-19, THE FOUNDATION RESUMED OPERATIONS OF THE BOWL AND SAW INCREASED PROGRAM REVENUE IN 2021. 301522 292193 OUTREACH PROGRAM: THE SANTA BARBARA BOWL FOUNDATION IS A RESPECTED PARTNER IN THE PERFORMING ARTS EDUCATION COMMUNITY IN THE GREATER SANTA BARBARA AREA, TYPICALLY REACHING APPROXIMATELY 20,000 SCHOOL CHILDREN ANNUALLY. ITS PROGRAMS INCLUDE SUPPORTING THE ARTS COMMUNITY BY PROVIDING NEED-BASED SUPPORT TO THE ARTS EDUCATION PROGRAMS, SUPPORTING COMMUNITY ACCESS TO THE PERFORMING ARTS, AND SERVING AS AN ARTS ADVOCATE IN THE COMMUNITY. THE FOUNDATION ITSELF COMMITS $1.00 PER PAID TICKET TO THE OUTREACH PROGRAM. 4332760 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 14 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NICOLA PARR 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 CHARLES T PLOUGH III CHAIR (THROUGH END OF 2021) 10.00 X X 0 0 0 KAREN KERNS VICE CHAIR (THROUGH END OF 2021) 10.00 X X 0 0 0 LAURIE BENTSON KAUTH SECRETARY 10.00 X X 0 0 0 CAROLA NICHOLSON TREASURER (THROUGH END OF 2021) 10.00 X X 0 0 0 MICHAEL ALLEN DIRECTOR 1.00 X 0 0 0 WENDY BARELS DIRECTOR 1.00 X 0 0 0 BRETT BURKEY DIRECTOR (LEFT 12/31/2021) 1.00 X 0 0 0 TYLER DUNCAN DIRECTOR (JOINED 1/1/2021) 5.00 X 0 0 0 GRAHAM FARRAR DIRECTOR (LEFT 12/31/2021) 1.00 X 0 0 0 ANDREW FIRESTONE DIRECTOR 1.00 X 0 0 0 JEFF JACOBS DIRECTOR (LEFT 6/15/2021) 1.00 X 0 0 0 LORI KARI DIRECTOR 1.00 X 0 0 0 GRAHAM LYONS DIRECTOR (JOINED 1/1/2021) 5.00 X 0 0 0 ANGEL MARTINEZ DIRECTOR 1.00 X 0 0 0 MIKE MENDOZA DIRECTOR 1.00 X 0 0 0 CHRIS PARKER DIRECTOR 5.00 X 0 0 0 NICOLA PARR DIRECTOR (JOINED 1/1/2021) 1.00 X 0 0 0 MARIANNE PARTRIDGE DIRECTOR 1.00 X 0 0 0 GEORGE SHORT DIRECTOR 5.00 X 0 0 0 PATRICIA STATHIS DIRECTOR 1.00 X 0 0 0 RICHARD BOLLER EXECUTIVE DIRECTOR & CEO 40.00 X 171021 0 24281 ERIC SHIFLETT PROGRAM DIRECTOR 40.00 X 125533 0 20021 ANDREW GARDNER BUSINESS MANAGER 40.00 X 102993 0 20208 399547 0 64510 2 0 1 0 DIANI BUILDING CORP PO BOX 5757 SANTA MARIA CA 93456 BUILDING CONTRACTOR 1325542 MILLER EVENT MANAGEMENT 3563 SUELDO STREET SUITE L SAN LUIS OBISPO CA 93401 SECURITY CONTRACTOR 322723 VEN CAL COAST PAINTING INC 9452 TELEPHONE RD SUITE 184 VENTURA CA 93004 PAINTING CONTRACTOR 210626 3 817250 3307058 3120881 301511 7245189 GROSS SHOW PROCEEDS 711190 1317297 1317297 CONTRACT REVENUE 711190 250000 250000 1567297 185323 185323 6446888 5769909 676979 676979 676979 1260769 913685 347084 347084 OTHER REVENUE 900099 12000 12000 12000 10033872 1914381 0 874302 X 292193 292193 195301 78119 58591 58591 864651 691182 90231 83238 57865 46850 5454 5561 130027 99182 15316 15529 75844 55672 10029 10143 24413 24413 43454 43454 24907 24907 703182 701839 689 654 43314 43314 96996 71139 13256 12601 669684 631898 18909 18877 12025 12025 1170816 1170816 134082 98339 18324 17419 OTHER SHOW EVENTS 192190 192190 EVENT RENTALS 82842 82842 COUNTY ARTS SUBSIDY 45442 45442 58035 19718 18145 20172 4917263 4332760 341718 242785 207282 782893 3814431 6058932 2596635 2810890 45835497 14753587 29528535 31081910 8656507 9218109 541711 287885 6252 120258 45351353 50360877 513758 416321 954680 948355 1468438 1364676 X 40818149 45692142 3064766 3304059 43882915 48996201 45351353 50360877 5116609 -3323 0 X X 0 1 X 1 1 1 X 2000114 3323560 3481106 2057841 7245189 18107810 4172488 4370273 4867557 572078 2828066 16810462 6172602 7693833 8348663 2629919 10073255 34918272 41450 1155622 250000 83200 44000 1574272 507277 490426 484697 540751 147294 2170445 548727 1646048 734697 623951 191294 3744717 31173555 230681 388888 310068 343267 185323 1458227 230681 388888 310068 343267 185323 1458227 11893 17529 14470 94592 12000 150484 6415176 8100250 8673201 3067778 10270578 36526983 0.85340 0.80790 0.03990 0.03960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8709703 250000 465834 9425537 7489883 843820 376000 8709703 5962635 711731 815517 7489883 5453157 689962 -180484 5962635 3628715 1473341 351101 5453157 0.94770 0.05230 0 0 2288102 2288102 36860022 12760150 24099872 4764592 1647120 3117472 1922781 346317 1576464 31081910 X 10919327 -3323 913685 910362 10008965 24907 24907 10033872 5806041 913685 913685 4892356 24907 24907 4917263 PART V, LINE 4: APPROXIMATELY 45% OF THE BOARD DESIGNATED ENDOWMENT IS FOR MAINTENANCE AND IMPROVEMENT OF THE FACILITY; THE BALANCE IS TO SUPPORT THE FOUNDATION'S OUTREACH PROGRAM. THE PERMANENT ENDOWMENT IS TO SUPPORT THE FOUNDATION'S OUTREACH PROGRAM. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED UNDER THE LAWS OF CALIFORNIA AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE INTERNAL REVENUE CODE ("IRC") AND THE FRANCHISE TAX BOARD UNDER CODE SECTIONS 501(C)(3) AND 23701(D), RESPECTIVELY. THE FOUNDATION IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON REVENUES DERIVED FROM ADVERTISING. THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2021, OR FOR ANY YEAR WHICH THE STATUTE REMAINS OPEN. PART XI, LINE 2D - OTHER ADJUSTMENTS: COGS 913,685. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS 913,685. 1 NOTES FOR NOTES PO BOX 90632 SANTA BARBARA CA 93190 204875556 501(C)(3) 7000 0 OUTREACH GRANT SAN MARCOS HS ROYAL BAND BOOSTERS 4750 HOLLISTER AVE SANTA BARBARA CA 93110 770086774 501(C)(3) 15000 0 OUTREACH GRANT SANTA BARBARA HS BAND BOOSTER CORP PO BOX 22755 SANTA BARBARA CA 93121 770023985 501(C)(3) 15000 0 OUTREACH GRANT CHILDREN'S CREATIVE PROJECT 3970 LA COLINA RD STE 9 SANTA BARBARA CA 93110 237439807 501(C)(3) 7500 0 OUTREACH GRANT DOS PUEBLOS BAND BOOSTERS PO BOX 8931 GOLETA CA 93118 263368456 501(C)(3) 6000 0 OUTREACH GRANT DOS PUEBLOS HIGH SCHOOL FDN 7266 ALAMEDA AVE GOLETA CA 93117 475229640 501(C)(3) 8500 0 OUTREACH GRANT SANTA BARBARA DANCE INSTITUTE 1330 STATE ST STE 207 SANTA BARBARA CA 93101 264255635 501(C)(3) 7500 0 OUTREACH GRANT SANTA MARIA PHILHARMONIC SOCIETY PO BOX 375 SANTA MARIA CA 93456 770288378 501(C)(3) 6500 0 OUTREACH GRANT MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 951525814 501(C)(3) 7000 0 OUTREACH GRANT SANTA BARBARA EDUCATION FOUNDATION 1330 STATE ST SUITE 201 SANTA BARBARA CA 93101 770071544 501(C)(3) 6000 0 OUTREACH GRANT SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 237087774 501(C)(3) 15000 0 OUTREACH GRANT LIGHT'S UP THEATER COMPANY 542 ALAN ROAD SANTA BARBARA CA 93109 832116275 501(C)(3) 10500 0 OUTREACH GRANT FLAMENCO ARTS FESTIVAL PO BOX 90217 SANTA BARBARA CA 93190 770515629 501(C)(3) 6000 0 OUTREACH GRANT FLAMENCO SANTA BARBARA PO BOX 30594 SANTA BARBARA CA 93130 202176039 501(C)(3) 10000 0 OUTREACH GRANT ORCUTT CHILDREN'S ARTS FOUNDATION 500 DYER ST ORCUTT CA 93455 030463467 501(C)(3) 13640 0 OUTREACH GRANT ROCKSHOP ACADEMY 1221 STATE ST SUITE 6 SANTA BARBARA CA 93101 553839041 10000 0 OUTREACH GRANT ROYALS THEATRE PRODUCTION FUND PO BOX 30785 SANTA BARBARA CA 93130 842538418 501(C)(3) 13500 0 OUTREACH GRANT THE TURNER FOUNDATION - SINCE 1958 PO BOX 186 SANTA BARBARA CA 93102 956111806 501(C)(3) 8200 0 OUTREACH GRANT 17 1 PART I, LINE 2: THE FOUNDATION MAINTAINS ONGOING COMMUNICATIONS WITH THE RECIPIENTS AND THE SANTA BARBARA COMMUNITY REGARDING THE EFFECTIVENESS OF THE PROGRAM. UPON COMPLETION, THE RECIPIENT IS ASKED TO SUBMIT A REPORT TO THE OUTREACH COMMITTEE. X X 0 0 0 0 0 0 0 1 0 RICHARD BOLLER EXECUTIVE DIRECTOR & CEO 156021 0 15000 0 0 0 13095 0 11186 0 195302 0 0 0 PART I, LINE 7 EMPLOYEE BONUSES ARE NON-FIXED , BASED ON PERFORMANCE, AND APPROVED BY THE BOARD. X 3 301511 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE FOUNDATION ENCOURAGES THE SOLICITATION AND ACCEPTANCE OF GIFTS FOR PURPOSES THAT WILL ASSIST IN THE FURTHERANCE OF ITS MISSION. THE FOUNDATION SHALL SELL ALL GIFTS OF SECURITIES, CLOSELY-HELD STOCK, AND REAL PROPERTY IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICIES. THE FOUNDATION MAY REFUSE GIFTS THAT MAY NOT YIELD A GIFT EQUAL TO THE VALUE OF THE CONTRIBUTED PROPERTY. FORM 990, PAGE 1, LINE 1 - CONTINUATION OF FOUNDATION'S MISSION THE FOUNDATION IS CHARGED WITH MANAGING, MAINTAINING AND RENOVATING THE HISTORIC SANTA BARBARA BOWL. THE FOUNDATION IS LED BY DEDICATED COMMUNITY VOLUNTEERS TO ACHIEVE THE FOLLOWING MAJOR INITIATIVES WITH THE GOAL OF BECOMING A LEADING OUTDOOR PERFORMING ARTS CENTER IN THE COUNTRY: - TO ENHANCE THE FACILITIES OF THE SANTA BARBARA BOWL FOR THE COMFORT AND ENJOYMENT OF BOTH PATRONS AND ARTISTS AND TO PROVIDE A LONG TERM FUNDING SOURCE FOR FACILITY MAINTENANCE AND REPAIRS. - TO CONTINUALLY BROADEN THE MUSICAL SPECTRUM OF BOWL PERFORMANCES TO REFLECT THE DIVERSITY OF OUR COMMUNITY AND THE INTERESTS OF OUR PATRONS, AND TO PROVIDE SUPPORT AND FUNDING FOR PERFORMING ARTS EDUCATION IN THE SANTA BARBARA COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION GIVES ALL BOARD MEMBERS A COPY OF THE 990 FOR REVIEW PRIOR TO FILING. QUESTIONS ARE DIRECTED TO THE TREASURER AND/OR STAFF. THE TREASURER RECOMMENDS TO THE BOARD THE FILING OF THE 990. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2 . THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION ; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND THE BOARD OR EXECUTIVE COMMITTEE HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE INVOLVING EMPLOYEES AND VOLUNTEERS IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR EXECUTIVE COMMITTEE. DISCLOSURE INVOLVING DIRECTORS AND COMMITTEE MEMBERS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE- CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR EXECUTIVE COMMITTEE. THE BOARD OR EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO SBBF. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF SBBF AND THE ADVANCEMENT OF ITS PURPOSE. THE CONFLICT OF INTEREST DISCLOSURE STATEMENT WILL BE COMPLETED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE PERFORMS AN INDEPENDENT REVIEW TO DETERMINE COMPENSATION. COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS, BUDGETED, AND MEMORIALIZED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE DURING BUSINESS HOURS OR WITH ADVANCE APPOINTMENT. FORM 990, PART VII - GOVERNANCE THE BOWL HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE CORPORATION AND TWO MEMBERS OF THE BOARD ELECTED AT THE ANNUAL MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE THE GENERAL SUPERVISION OF THE AFFAIRS OF THE CORPORATION BETWEEN REGULAR BUSINESS MEETINGS OF THE BOARD, MAKE RECOMMENDATIONS TO THE BOARD, AND PERFORM SUCH OTHER DUTIES AS ARE SPECIFIED IN THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE ORDERS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL FIX THE HOUR AND PLACE OF ITS MEETINGS. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED BY THE CHAIR AND SHALL BE CALLED UPON WRITTEN REQUEST OF THE THREE (3) MEMBERS OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MET 10 TIMES DURING THE YEAR. FORM 990, PART IX, LINE 11G CONTRACTUAL LABOR FOR SHOWS: PROGRAM SERVICE EXPENSES 683,878. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 683,878. CARETAKER HOUSING EXPENSES: PROGRAM SERVICE EXPENSES 14,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,266. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 3,695. MANAGEMENT AND GENERAL EXPENSES 689. FUNDRAISING EXPENSES 654. TOTAL EXPENSES 5,038. FORM 990, PAGE 11, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE LAST YEAR.