2021-08-20T18:09:37-05:00 2020-12-31 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2020-01-01 953618955 SANTA BARBARA BOWL FOUNDATION SANT 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 CAROLA NICHOLSON TREASURER 8059627411 2021-08-19 1 CAROLA NICHOLSON 999009999 KATY BROWN P00650274 3104784148 2021-08-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHARLES T PLOUGH III 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 5537545 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 35 0 0 3481106 2057841 2935578 571543 379101 266807 1946449 95127 8742234 2991318 394771 220001 0 0 1330914 1191339 0 0 205341 5601904 1922956 7327589 3334296 1414645 -342978 44674385 45351353 846933 1468438 43827452 43882915 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 2628788 572078 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. DUE TO THE COVID-19 SHUTDOWN, THE FOUNDATION'S PROGRAM REVENUE WAS REDUCED SIGNIFICANTLY FOR THE 2020 FISCAL YEAR. 209265 220001 0 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. 2838053 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 42 0 1 14 1 0 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 CAROLA NICHOLSON 8059627411 1122 NORTH MILPAS STREET SANTA BARBARA CA 93103 CHARLES T PLOUGH III CHAIR 4.00 X X 0 0 0 KAREN KERNS VICE CHAIR 4.00 X X 0 0 0 BRETT BURKEY SECRETARY 4.00 X X 0 0 0 CAROLA NICHOLSON TREASURER, CFO 4.00 X X 0 0 0 MICHAEL ALLEN DIRECTOR 1.00 X 0 0 0 WENDY BARELS DIRECTOR 1.00 X 0 0 0 GRAHAM FARRAR DIRECTOR 1.00 X 0 0 0 GREG FAULKNER DIRECTOR (THRU 01/20) 1.00 X 0 0 0 JEFF JACOBS DIRECTOR 1.00 X 0 0 0 LORI KARI DIRECTOR 1.00 X 0 0 0 LAURIE BENTSON KAUTH DIRECTOR 1.00 X 0 0 0 RICHARD KELTY DIRECTOR (THRU 12/20) 1.00 X 0 0 0 MIKE MENDOZA DIRECTOR 1.00 X 0 0 0 CHRIS PARKER DIRECTOR 1.00 X 0 0 0 MARIANNE PARTRIDGE DIRECTOR 1.00 X 0 0 0 GEORGE SHORT DIRECTOR 1.00 X 0 0 0 SANDY STAHL DIRECTOR (THRU 12/20) 1.00 X 0 0 0 PATRICIA STATHIS DIRECTOR 1.00 X 0 0 0 ANDREW FIRESTONE DIRECTOR 1.00 X 0 0 0 ANGEL MARTINEZ DIRECTOR 1.00 X 0 0 0 RICHARD BOLLER EXECUTIVE DIRECTOR 40.00 X 157130 0 40351 ERIC L SHIFLETT PROGRAM DIRECTOR 40.00 X 112944 0 30467 270074 0 70818 2 0 1 0 DIANI BUILDING CORPORATION PO BOX 5757 SANTA MARIA CA 93456 BUILDING CONTRACTOR 1240567 SUN PACIFIC SOLAR ELECTRIC INC 809 BOND AVE STE B SANTA BARBARA CA 93103 SOLAR INSTALLATION CONTRACTOR 148750 DESIGNARC 29 W CALLE LAURELES SANTA BARBARA CA 93105 ARCHITECT 138869 3 127865 1929976 805676 2057841 CONTRACT REVENUE 711190 571429 571429 GROSS SHOW PROCEEDS 711190 114 114 571543 343267 343267 2469767 2546227 -76460 -76460 -76460 535 0 535 535 INSURANCE REIMBURSEMEN 900099 83840 83840 MISCELLANEOUS REVENUE 900099 10752 10752 94592 2991318 572078 0 361399 220001 220001 197481 78991 59245 59245 814103 650071 81285 82747 35789 35789 72152 56924 7502 7726 71814 52714 9496 9604 9367 9367 623 623 44282 44282 44814 44814 118273 117048 609 616 38202 38202 60078 44100 7943 8035 240185 212434 13870 13881 1805 1805 1144920 1144920 88524 64980 11705 11839 OUTREACH 67544 67544 CLASSROOM ARTS INSTRUCT 24450 24450 OTHER SHOW EVENTS 18838 18838 MISCELLANEOUS 12702 893 161 11648 8349 8349 3334296 2838053 290902 205341 255102 207282 3736319 3814431 3266346 2596635 9114 0 43111306 13582771 28807408 29528535 8049559 8656507 544285 541711 6252 6252 44674385 45351353 254650 513758 592283 954680 846933 1468438 X 40115511 40818149 3711941 3064766 43827452 43882915 44674385 45351353 -342978 398441 0 X X 0 1 X 1 0 X 4210236 2000114 3323560 3481106 2057841 15072857 4325823 4172488 4370273 4867557 572078 18308219 8536059 6172602 7693833 8348663 2629919 33381076 1142300 41450 1155622 250000 83200 2672572 484926 507277 490426 484697 540751 2508077 1627226 548727 1646048 734697 623951 5180649 28200427 108628 230681 388888 310068 343267 1381532 108628 230681 388888 310068 343267 1381532 5601 11893 17529 14470 94592 144085 8650288 6415176 8100250 8673201 3067778 34906693 0.80790 0.84780 0.03960 0.02770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7489883 843820 376000 8709703 5962635 711731 815517 7489883 5453157 689962 -180484 5962635 3628715 1473341 351101 5453157 3422108 124046 90399 7838 3628715 0.94630 0.05370 0 0 1188102 1188102 35247931 11747529 23500402 4761007 1516408 3244599 1914266 318834 1595432 29528535 X 3344945 398441 398441 2946504 44814 44814 2991318 3289482 0 3289482 44814 44814 3334296 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 COPRORATION 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, 2020, OR FOR ANY YEAR WHICH THE STATUTE REMAINS OPEN. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS FOR TAX YEARS ENDED DECEMBER 31, 2017 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE RETURNS FOR CALIFORNIA, IT'S ONLY STATE JURISDICTION, REMAIN SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES FOR THE TAX YEARS ENDED DECEMBER 31, 2016 AND BEYOND. 1 SCHOLARSHIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 237087774 501(C)(3) 12500 OUTREACH GRANT NOTES FOR NOTES PO BOX 90632 SANTA BARBARA CA 93190 204875556 501(C)(3) 15000 OUTREACH GRANT SAN MARCOS HS ROYAL BAND BOOSTERS 4750 HOLLISTER AVE SANTA BARBARA CA 93110 770086774 501(C)(3) 17500 OUTREACH GRANT SANTA BARBARA HS BAND BOOSTER CORP PO BOX 22755 SANTA BARBARA CA 93121 770023985 501(C)(3) 6000 OUTREACH GRANT STATE STREET BALLET 2285 LOS POSITAS RD SANTA BARBARA CA 93101 953234551 501(C)(3) 7500 OUTREACH GRANT SANTA BARBARA FESTIVAL BALLET 127 W CANON PERDIDO ST SANTA BARBARA CA 93101 237429689 501(C)(3) 5000 OUTREACH GRANT EVERYBODY DANCE NOW SB PO BOX 23057 SANTA BARBARA CA 93121 452107249 501(C)(3) 6200 OUTREACH GRANT CHILDREN'S CREATIVE PROJECT 3970 LA COLINA RD STE 9 SANTA BARBARA CA 93110 237439807 501(C)(3) 14000 OUTREACH GRANT OPERA SANTA BARBARA 1330 STATE ST STE 209 SANTA BARBARA CA 93101 770347413 501(C)(3) 5000 OUTREACH GRANT DOS PUEBLOS BAND BOOSTERS PO BOX 8931 GOLETA CA 93118 263368456 501(C)(3) 7500 OUTREACH GRANT SANTA BARBARA DANCE INSTITUTE 1330 STATE ST STE 207 SANTA BARBARA CA 93101 264255635 501(C)(3) 9000 OUTREACH GRANT SANTA MARIA PHILHARMONIC SOCIETY PO BOX 375 SANTA MARIA CA 93456 770288378 501(C)(3) 6500 OUTREACH GRANT LIGHT'S UP THEATER COMPANY 542 ALAN ROAD SANTA BARBARA CA 93109 770014788 501(C)(3) 11500 OUTREACH GRANT INFINITE MUSIC FOUNDATION 1163 MAIN ST STE C MORRO BAY CA 93442 462959266 501(C)(3) 10215 OUTREACH GRANT MUSIC ACADEMY OF THE WEST 1070 FAIRWAY RD SANTA BARBARA CA 93108 951525814 501(C)(3) 15000 OUTREACH GRANT SANTA BARBARA EDUCATION FOUNDATION 1330 STATE ST SUITE 201 SANTA BARBARA CA 93101 770071544 501(C)(3) 5000 OUTREACH GRANT FLAMENCO ARTS FESTIVAL PO BOX 90217 SANTA BARBARA CA 93190 770515629 501(C)(3) 6500 OUTREACH GRANT GIRLS ROCK SANTA BARBARA 1522 EUCALYPTUS HILL RD SANTA BARBARA CA 93103 460687975 501(C)(3) 16000 OUTREACH GRANT BOXTALES THEATRE COMPANY PO BOX 91521 SANTA BARBARA CA 93190 200905385 501(C)(3) 8500 OUTREACH GRANT SANTA MARIA HIGH SCHOOL 2560 SKYWAY DR SANTA MARIA CA 93455 521703494 501(C)(3) 28565 COST MUSICAL INSTRUMENTS OUTREACH GRANT DOS PUEBLOS HIGH SCHOOL 7266 ALAMEDA AVE GOLETA CA 93117 300390985 501(C)(3) 7021 COST MUSICAL INSTRUMENTS OUTREACH GRANT 21 0 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 1 0 0 0 0 0 0 0 RICHARD BOLLER EXECUTIVE DIRECTOR 157130 0 0 0 0 0 29229 0 11122 0 197481 0 0 0 PART I, LINE 4B THE EXECUTIVE DIRECTOR AND PROGRAM DIRECTOR RECEIVED NON-QUALIFIED DEFERRED 403B RETIREMENT PLAN CONTRIBUTIONS FOR THE 2020 TAX YEAR. X 2 805676 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS 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 PRESIDENT 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, PAGE 11, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE LAST YEAR.