UNITED WAY OF SANTA BARBARA COUNTY INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SANTA BARBARA COUNTY INC (EIN 95-1641968)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201823189349307647
- Schema version
- 2017v2.2
- 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 | 2018-11-14T12:52:32-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770581023 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stoltey & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 Quarter Horse Trail | AddressLine1Txt |
| City | Orcutt | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | Secretary/CEO | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brad A Stoltey | PreparerPersonNm |
| PTIN | P00241354 | PTIN |
| Phone | 8056895880 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICK SCOTT | 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 | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,770,852 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | RIGHT HERE, RIGHT NOW, WITH THE POWER OF PARTNERSHIP, UNITED WAY IS IMPROVING THE LIVES OF CHILDREN, FAMILIES, SENIORS & YOU. SOLICITING CONTRIBUTIONS, VOLUNTEERS & PUBLIC OPINION FROM THE COMMUNITY & APPLYING THOSE RESOURCES TO GOALS FOR EDUCATION, FINANCIAL STABILITY & HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 1613 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,661,985 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,461,673 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $53,103 | CYProgramServiceRevenueAmt |
| PY Investment Income | $368,834 | PYInvestmentIncomeAmt |
| CY Investment Income | $575,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $86,288 | PYOtherRevenueAmt |
| CY Other Revenue | $80,055 | CYOtherRevenueAmt |
| PY Total Revenue | $3,117,107 | PYTotalRevenueAmt |
| CY Total Revenue | $4,170,373 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $203,892 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,760,348 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,507,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,312,769 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $426,567 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $959,946 | PYOtherExpensesAmt |
| CY Other Expenses | $777,286 | CYOtherExpensesAmt |
| PY Total Expenses | $2,670,875 | PYTotalExpensesAmt |
| CY Total Expenses | $3,850,403 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $446,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $319,970 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,066,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,474,617 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $991,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,665,211 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,074,644 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,809,406 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Right here, right now, with the power of partnership, United Way is improving the lives of children, families, seniors and you.United Way of Santa Barbara County VISION statement: "IN OUR COMMUNITY EVERYONE HAS A HOPEFUL FUTURE."UNITED WAY OF SANTA BARBARA COUNTY'S CORE VALUES: - CARING - INNOVATIVE - TRUSTWORTHY - LEADERSHIPTHE UNITED WAY OF SANTA BARBARA COUNTY, INC. (THE "ORGANIZATION"), IS A CALIFORNIA NON-PROFIT PUBLIC BENEFIT CORPORATION THAT HAS SERVED THE LOCAL COMMUNITY SINCE ITS FOUNDING IN 1923. THE ORGANIZATION SOLICITS CONTRIBUTIONS FROM INDIVIDUALS, COMPANIES AND FOUNDATIONS DURING ITS ANNUAL FUNDRAISING CAMPAIGN AND THROUGH A VARIETY OF OTHER FUNDRAISING ACTIVITIES.THE ORGANIZATION INNOVATES AND WORKS SMARTER TO MAKE LIFE BETTER FOR THE CHILDREN, FAMILIES AND SENIORS IN THE SANTA BARBARA COMMUNITY. THE ORGANIZATION RESEARCHES BEST PRACTICES; PLANS CREATES AND MANAGES STRATEGIC PARTNERSHIPS WITH HUNDREDS OF LOCAL NONPROFITS AND ORGANIZTIONS TO CONNECT STRENGTHS, MULTIPLY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,690,152 | ExpenseAmt |
| Grant | $1,760,348 | GrantAmt |
| Revenue | $53,103 | RevenueAmt |
| Desc | Community Impact:United Way of Santa Barbara County utilizes a network of strategic partnerships with over 200 public and private partner organizations to provide comprehensive programming for nearly 25,000 Santa Barbara County residents annually. By collaborating with local volunteers, non-profit and public sector agencies, and community leaders, UWSBC brings together Santa Barbara County's best resources to empower local children, families, and seniors. United Ways efforts offer a continuum of integrated services in each of three community-identified focus areas (Education, Financial Empowerment, and Health) to help local community members from the day they are born until the final days of their life, and everywhere in between. Examples from United Ways signature programs include:United for Literacy United for Literacy has helped thousands of children, families, and seniors improve their literacy skills since 2009 through a continuum of services focusing on: 1) Parent engagement and early education, 2) Access to books, and 3) Online, high-tech, Common Core State Standards aligned, reading improvement. 10,000 students at 30 schools are improving literacy rates and college/career-readiness skills.Fun in the Sun Fun in the Sun is a national award-winning summer learning program that provides comprehensive academic and enrichment curriculum, as well as family support services, that work to reduce summer learning loss and narrow the achievement gap in financially and academically at-risk children (grades 3-12) and their families. Over the six week program, 300 youth improve their academic, behavioral, and social skills, instead of falling behind.Dolly Parton Imagination Library In order to provide local children and families with much-needed access to age-appropriate reading materials and begin literacy improvement at birth/early age, UWSBC partnered with the Dollywood Foundation to provide the Dolly Parton Imagination Library. Over 1,100 enrolled students receive one new, expert-selected, age-appropriate book addressed to them each month from birth until their fifth birthday in order to jumpstart literacy activities at an early age and more effectively engage parents as their childs first teacher. Kindergarten Success Institutes Kindergarten Success Institutes improve classroom skills for 200 low-income 4-6 year olds who have little or no prior early educational experience. During the 4-6 week session (implemented before/after school and during the summer at 10 local sites), UWSBC provides best practice and research-based curriculum and credentialed teachers to help students master the social/emotional, language, motor and approach to learning skills that are essential to their future success in school. In 2016, participants improved their academic and social/emotional skills by 55%.United for Financial Empowerment The United for Financial Empowerment Partnership is a network of 13 nonprofit organizations, financial institutions, and 150 volunteers who are committed to helping Santa Barbara Countys lower-income residents build long-term financial stability. The partnership provides financial literacy education, access to affordable financial services, and Volunteer Income Tax Assistance. Last year, over 2,800 low/moderate-income families and individuals built long-term financial stability through United for Financial Empowerment services.United for Health The United for Health Partnership is a network of more than a dozen community agencies providing services to improve health outcomes and make healthcare more affordable in Santa Barbara County. Last year, through community partners and United Way services, 70,000 local individuals and families received improved health care services through United Way programs and funded partner agencies.Community Disaster Response: One of UWSBC's roles in times of disaster is to provide long-term financial relief efforts. For the Thomas Fire and resulting debris flow disasters, UWSBC partnered with UWVC to establish and manage the United Way Thomas Fire & Flood Fund. In Santa Barbara County, UWSBC distributed $1,958,000 to 421 households representing 1,200 individuals affected by the disasters, and 20 community organizations providing short- and long-term relief efforts. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $410,198 | ExpenseAmt |
| Desc | Planning and Allocation:UNITED WAY OF SANTA BARBARA COUNTY ACTS AS A UNIFYING AND MULTIPLYING FORCE. WECURRENTLY SUPPORT OVER 30 PARTNERSHIPS FOCUSED ON EDUCATION, FINANCIAL EMPOWERMENTAND HEALTH AND TWENTY-TWO GRANTS THAT INVOLVE OVER 200 ORGANIZATIONS FOCUSED ONLEVERAGING THE RESULTS OF THESE PARTNERSHIPS. UNITED WAY OF SANTA BARBARA COUNTYPRODUCES RESULTS CONSISTENT WITH MEETING ITS 2020 GOALS IN EDUCATION, FINANCIALEMPOWERMENT, AND HEALTH BY USING REVENUE FROM ALL SOURCES, VOLUNTEER INVOLVEMENT, AND ADVOCACY FOR COMMUNITY IMPROVEMENT.United Ways efforts offer a continuum of integrated services in each of three community-identified focus areas (Education, Financial Empowerment, and Health) to help local community members from the day they are born until the final days of their life, and everywhere in between. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,100,350 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ACCOUNTANT | PersonNm |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John T Hanna | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Diane B Doiron CLU | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mike Nissenson | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK SCOTT | ||||||||
| CFO | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Steve Ortiz | ||||||||
| Exec VP & COO | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jim Brown Ph D | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lance Connor | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Flattery | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Leo Hamill | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Hersberger | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bob Hollman | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Alex Koper | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cliff Lundberg | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Terri Maus-Nisich | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Mertz | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Nelson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Noling | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David A Prichard | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maryan Schall | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karim Kaderali | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Ortiz | ||||||||
| President and CEO | 40.00 | 0.00 | $144,436 | $0 | $29,094 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,436 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $29,094 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,461,673 | AllOtherContributionsAmt |
| Noncash Contributions | $29,451 | NoncashContributionsAmt |
| Total Contributions | $3,461,673 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licensing Fees | Desc |
| Total Revenue Column | $53,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,103 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,103 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,693 | TotalRevenueColumnAmt |
| Exclusion | $201,693 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,500 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,500 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,819,008 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,445,159 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,849 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $373,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $373,849 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $229,875 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $155,320 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,555 | TotalRevenueColumnAmt |
| Exclusion | $74,555 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,170,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $432,452 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $276,248 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,620 | TotalAmt |
| Program Services | $995,620 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,728 | TotalAmt |
| Program Services | $764,728 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,530 | TotalAmt |
| Program Services | $57,265 | ProgramServicesAmt |
| Management And General | $59,000 | ManagementAndGeneralAmt |
| Fundraising | $57,265 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,833 | TotalAmt |
| Program Services | $720,591 | ProgramServicesAmt |
| Management And General | $32,287 | ManagementAndGeneralAmt |
| Fundraising | $165,955 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,980 | TotalAmt |
| Program Services | $55,078 | ProgramServicesAmt |
| Management And General | $1,215 | ManagementAndGeneralAmt |
| Fundraising | $9,687 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,220 | TotalAmt |
| Program Services | $43,639 | ProgramServicesAmt |
| Management And General | $7,095 | ManagementAndGeneralAmt |
| Fundraising | $10,486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,206 | TotalAmt |
| Program Services | $68,810 | ProgramServicesAmt |
| Management And General | $6,683 | ManagementAndGeneralAmt |
| Fundraising | $17,713 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Management And General | $18,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,922 | TotalAmt |
| Management And General | $76,298 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,296 | TotalAmt |
| Program Services | $57,655 | ProgramServicesAmt |
| Management And General | $6,661 | ManagementAndGeneralAmt |
| Fundraising | $32,980 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,756 | TotalAmt |
| Program Services | $46,568 | ProgramServicesAmt |
| Management And General | $854 | ManagementAndGeneralAmt |
| Fundraising | $37,334 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,818 | TotalAmt |
| Program Services | $29,838 | ProgramServicesAmt |
| Management And General | $3,601 | ManagementAndGeneralAmt |
| Fundraising | $9,379 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,853 | TotalAmt |
| Program Services | $23,642 | ProgramServicesAmt |
| Management And General | $7,955 | ManagementAndGeneralAmt |
| Fundraising | $21,256 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,966 | TotalAmt |
| Program Services | $25,550 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
| Fundraising | $15,628 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,494 | TotalAmt |
| Program Services | $19,538 | ProgramServicesAmt |
| Management And General | $4,317 | ManagementAndGeneralAmt |
| Fundraising | $4,639 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,388 | TotalAmt |
| Program Services | $36,573 | ProgramServicesAmt |
| Management And General | $6,863 | ManagementAndGeneralAmt |
| Fundraising | $35,952 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,326 | TotalAmt |
| Program Services | $20,976 | ProgramServicesAmt |
| Management And General | $3,262 | ManagementAndGeneralAmt |
| Fundraising | $3,088 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,149 | TotalAmt |
| Management And General | $30,149 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,786 | TotalAmt |
| Program Services | $1,004 | ProgramServicesAmt |
| Management And General | $4,782 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| software licenses | $126,864 | $126,864 | ||
| ALLOWANCE FOR BAD DEBT | $48,602 | $48,602 | ||
| Printing and Publications | $11,066 | $6,411 | $74 | $4,581 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,403 | TotalAmt |
| Program Services | $3,100,350 | ProgramServicesAmt |
| Management And General | $323,486 | ManagementAndGeneralAmt |
| Fundraising | $426,567 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,190 | BOYAmt |
| EOY | $115,532 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,542 | BOYAmt |
| EOY | $1,761,094 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,592 | BOYAmt |
| EOY | $448,606 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,192 | BOYAmt |
| EOY | $182,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,863,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,511,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,177 | BOYAmt |
| EOY | $351,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,899,698 | BOYAmt |
| EOY | $8,102,957 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,036 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,209 | BOYAmt |
| EOY | $2,511,725 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,066,636 | BOYAmt |
| EOY | $13,474,617 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,625 | BOYAmt |
| EOY | $805,541 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,934 | BOYAmt |
| EOY | $173,026 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $63,097 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,433 | BOYAmt |
| EOY | $623,547 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,992 | BOYAmt |
| EOY | $1,665,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,903,524 | BOYAmt |
| EOY | $5,522,630 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,960,502 | BOYAmt |
| EOY | $3,021,158 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,618 | BOYAmt |
| EOY | $3,265,618 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,074,644 | BOYAmt |
| EOY | $11,809,406 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,066,636 | BOYAmt |
| EOY | $13,474,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $319,970 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $454,163 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$39,371 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,545,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,929,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,783,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,661,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,461,673 | CurrentTaxYearAmt |
| Total | $12,381,570 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,545,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,929,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,783,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,661,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,461,673 | CurrentTaxYearAmt |
| Total | $12,381,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,381,570 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,017 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $201,693 | CurrentTaxYearAmt |
| Total | $770,671 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,152,241 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,236,666 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,731,766 | BeginningYearBalanceAmt |
| Contributions | $744,070 | ContributionsAmt |
| Investment Earnings Or Losses | $804,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $236,311 | OtherExpendituresAmt |
| End Year Balance | $9,043,776 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,005,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$458,698 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $815,465 | OtherExpendituresAmt |
| End Year Balance | $7,731,766 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,942,155 | BeginningYearBalanceAmt |
| Contributions | $265,535 | ContributionsAmt |
| Investment Earnings Or Losses | $210,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $411,902 | OtherExpendituresAmt |
| End Year Balance | $9,005,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,798,713 | BeginningYearBalanceAmt |
| Contributions | $25,373 | ContributionsAmt |
| Investment Earnings Or Losses | $750,280 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $383,304 | OtherExpendituresAmt |
| End Year Balance | $7,191,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.50780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15010 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
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 | $1,380,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,272,635 | DepreciationAmt |
| Book Value | $107,810 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,581 | DepreciationAmt |
| Book Value | $9,225 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,184 | DepreciationAmt |
| Book Value | $16,744 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $351,779 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| asset held deferred comp plan | $10,448 |
| INTEREST IN PERPETUAL TRUSTS | $706,403 |
| Interest in Split Interest Agreements | $1,466,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,511,725 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| obligations under def comp plan | $10,448 |
| Obligations under split interest agreeme | $613,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $623,547 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,585,165 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $454,163 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$39,371 | OtherRevenueAmt |
| Revenue Not Reported | $414,792 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,170,373 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,170,373 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,850,403 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,850,403 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,850,403 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | CHILDREN SERVICE PROGRAMS, COMMUNITY BASED PROGRAMS, BUILDING MAINTENANCE AND OPERATIONS. |
| Part X : FIN48 Footnote | The Organization is exempt from taxes on income under Internal Revenue Code section 501(c)(3) and California Revenue and Taxation Code Section 23701(d), though it would be subject to tax on income unrelated to its exempt purposes (unless that income is otherwise excluded by the IRC). The tax years ending 2015, 201, and 2017 are still open to audit for both federal and state purposes. Contributions to the organization are tax deductible to donors under Section 170 of the IRC. The organization is not classified as a private foundation. |
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 | false | AgrmtProfFundraisingActyInd |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED FEATHER BALL | Event1Nm |
| Gross Receipts Event1 | $229,875 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $229,875 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,480 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $40,856 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $93,284 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $229,875 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $229,875 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,480 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $40,856 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $15,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $93,284 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $155,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $74,555 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| American Red Cross-Santa Barb | ||||||||
| 2707 State Street | Santa Barbara | CA | 93105 | 530196605 | 501(c)(3) | $25,000 | $0 | Thomas Fire and Flood Grant |
| CALM | ||||||||
| 1236 Chapala St | Santa Barbara | CA | 93101 | 237097910 | 501(c)(3) | $15,000 | $0 | Thomas Fire and Flood Counseling |
| Carpinteria Unified School Di | ||||||||
| 1400 N Linden Avenue | Carpinteria | CA | 93013 | $9,200 | $0 | 17-18 KSI Carp Unifd | ||
| Cold Springs School | ||||||||
| 2243 Sycamore Canyon | Santa Barbara | CA | 93108 | 953717748 | 501(c)(3) | $15,000 | $0 | Thomas Fire and Flood |
| Easy Lift Transportation | ||||||||
| 53 Cass Place Suite D | Goleta | CA | 93117 | 953642272 | 501(c)(3) | $15,000 | $0 | Thomas Fire and Flood Transportatio |
| Family Service Agency | ||||||||
| 123 West Gutierrez Street | SANTA BARBAR | CA | 93101 | 951644031 | 501(c)(3) | $35,000 | $0 | FSA Case Mgmnt Fire/Flood Fund |
| Family Service Agency | ||||||||
| 123 West Gutierrez Street | Santa Barbara | CA | 93101 | 951644031 | 501(c)(3) | $21,491 | $0 | Thomas Fire and Flood Counseling an |
| Family Service Agency | ||||||||
| 123 West Gutierrez Street | Santa Barbara | CA | 93101 | 951644031 | 501(c)(3) | $70,000 | $0 | So Cal Wildfire and Flood |
| Foodbank of SB County | ||||||||
| 4554 Hollister Avenue | Santa Barbara | CA | 93110 | 770169214 | 501(c)(3) | $100,000 | $0 | Food Distribution |
| Foodbank of SB County | ||||||||
| 4554 Hollister Avenue | Santa Barbara | CA | 93110 | 770169214 | 501(c)(3) | $35,000 | $0 | So Cal Wildfire and Flood |
| Friendship Adult Day Care Cen | ||||||||
| 89 Eucalyptus Lane | SANTA BARBARA | CA | 93108 | 953398938 | 501(c)(3) | $15,000 | $0 | Thomas Fire and Flood |
| Future Leaders of America | ||||||||
| PO Box 51637 | Oxnard | CA | 93031 | 770071036 | 501(c)(3) | $70,000 | $0 | So Cal Wildfire and Flood |
| Habitat for Humanity SB | ||||||||
| PO Box 176 | Goleta | CA | 93116 | 770518264 | 501(c)(3) | $50,000 | $0 | Thomas Fire and Flood Home Cleanup |
| Habitat for Humanity Santa Ba | ||||||||
| PO Box 176 | Goleta | CA | 93116 | 770518264 | 501(c)(3) | $30,000 | $0 | Habitat for Humanity project |
| Hospice of Santa Barbara | ||||||||
| 2050 Alameda Padre Serra Sui | Santa Barbara | CA | 93103 | 770009462 | 501(c)(3) | $20,000 | $0 | Thomas Fire and Flood Counseling |
| Jewish Federation of Greater | ||||||||
| 524 Chapala Street | Santa Barbara | CA | 93101 | 237354759 | 501(c)(3) | $20,000 | $0 | Thomas Fire and Flood Counseling |
| National Disaster Search Dog | ||||||||
| 501 E Ojai Avenue | Ojai | CA | 93023 | 770412509 | 501(c)(3) | $18,000 | $0 | Thomas Fire and Flood Emergency Ser |
| Salvation Army Santa Barbara | ||||||||
| PO Box 6190 | Santa Barbara | CA | 93160 | 222406433 | 501(c)(3) | $50,000 | $0 | So Cal Wildfire and Flood |
| Santa Barbara Neighborhood Cl | ||||||||
| 915 North Milpas Street 2 | Santa Barbara | CA | 93103 | 770496382 | 501(c)(3) | $40,000 | $0 | So Cal Wildfire and Flood |
| Santa Barbara Neighborhood Cl | ||||||||
| 915 North Milpas Street 2 | Santa Barbara | CA | 93103 | 770496382 | 501(c)(3) | $7,945 | $0 | Thomas Fire and Flood Health Servic |
| United Boys & Girls Club | ||||||||
| PO Box 1485 | Santa Barbara | CA | 93102 | 237087814 | 501(c)(3) | $24,000 | $0 | Thomas Fire & Flood Alt. Care |
| Unity Shoppe Inc | ||||||||
| 1219 State Street | Santa Barbara | CA | 93101 | 770391064 | 501(c)(3) | $100,000 | $0 | Thomas Fire and Flood Case Manageme |
| Unity Shoppe Inc | ||||||||
| 1219 State Street | Santa Barbara | CA | 93101 | 770391064 | 501(c)(3) | $35,000 | $0 | So Cal Wildfire and Flood |
| Visiting Nurse and Hospice Ca | ||||||||
| 509 E Montecito St Suite 2 | Santa Barbara | CA | 93101 | 951641969 | 501(c)(3) | $7,500 | $0 | Thomas Fire and Flood Health Servic |
| Womens Economic Ventures | ||||||||
| 333 S Salinas Street | Santa Barbara | CA | 93103 | 953674624 | 501(c)(3) | $75,000 | $0 | Thomas Fire and Flood Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Fire and Flood support | GrantTypeTxt |
| Recipient | 411 | RecipientCnt |
| Cash Grant | $764,728 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | AT THE CONCLUSION OF THE GRANT CYCLE EACH RECIPIENT MUST SUBMIT A REPORT DOCUMENTING WHO THE FUNDS BENEFITED AND HOW. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve Ortiz | PersonNm |
| Title | President and CEO | TitleTxt |
| Base Compensation Filing Org | $144,436 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $25,396 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $3,698 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $173,530 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contributions Rpt F990 | $29,451 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,774 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EST FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ANNUAL CONFLICT OF INTEREST STATEMENTS INCLUDING DECLARATION OF POSSIBLE CONFLICTS OF INTEREST ARE REQUIRED FROM EACH MEMBER OF THE BOARD. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 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 RECOMMENDS THE COMPENSATION TO THE FULL BOARD FOR APPROVAL. THE COMPENSATION IS PART OF A WRITTEN THREE YEAR CONTRACT. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | UPON REQUEST |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | CHANGE IN PERPETUAL TRUSTS = -$1467 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | CHANGE IN VALUE OF Split Interest Agreements = -$37904 |
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