2017-02-16T15:27:16-08:00 2016-06-30 Stoltey & Associates 1330 Quarter Horse Trail Orcutt CA 93455 990 2015-07-01 770071544 SANTA BARBARA EDUCATION FOUNDATION SANT 8052849125 1330 STATE STREET SANTA BARBARA CA 93101 Terri Allison President 2017-02-16 true BRAD STOLTEY CPA P00241354 8056895880 X 2015 2021-01-29 14:40:06Z Terri Allison 1330 STATE STREET SANTA BARBARA CA 93101 2245723 false false X WWW.SBEFOUNDATION.ORG X 1985 CA 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. 14 14 36 10 0 1611763 2057203 141040 143685 3348 3308 -5406 13881 1750745 2218077 0 0 991155 561904 935 88402 702482 931131 1693637 1493970 57108 724107 1216487 1864437 130146 60824 1086341 1803613 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. false false 1276462 143685 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 CHILDHHOD EDUCATION, PARENT EDUCATION, VIOLENCE PREVENTION, MENTORING AND TUTORING, AND THE SUMMER LEARNING "GET AHEAD PROGRAM" FOR HIGH 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. 1276462 true true false false false false false false false true true false false false false false true false false false false false false false true false false false false false false false false false false false false false false false false true false false false false false false false false false true 52 0 true 36 true false false false false false false true true false 0 false false false false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA X BLUE ISLES BOOKKEEPING 8059653314 215 WEST FIGUEROA SANTA BARBARA CA 93101 X Dr Jacqueline Reid President 1.00 0.00 X X 0 0 0 Dawn Ziemer Vice President 1.00 0.00 X X 0 0 0 William M Macfadyen Secretary 1.00 0.00 X X 0 0 0 Chris Janeway Treasurer 1.00 0.00 X X 0 0 0 Craig Price IMM PAST PRES 1.00 0.00 X 0 0 0 Terri Allison Director 1.00 0.00 X 0 0 0 Kerri Cockrill Director 1.00 0.00 X 0 0 0 Denice Fellows Director 1.00 0.00 X 0 0 0 Victoria Juarez Director 1.00 0.00 X 0 0 0 Daniel Meisel Director 1.00 0.00 X 0 0 0 Britt Ortiz Director 1.00 0.00 X 0 0 0 Frank Stevens Director 1.00 0.00 X 0 0 0 Felicita Torres Director 1.00 0.00 X 0 0 0 Kate Wokowsky Director 1.00 0.00 X 0 0 0 0 false false false 0 2057203 35380 2057203 REGISTRATION FEES 611710 143685 143685 143685 3308 3308 0 0 0 0 41527 27646 13881 13881 0 0 0 2218077 143685 17189 X 0 0 0 0 0 0 473171 360937 41734 70500 0 47307 35953 4258 7096 41426 31484 3728 6214 0 955 100 855 15094 15094 0 935 935 998 998 464631 461459 3142 30 9853 4084 5300 469 54369 44716 6799 2854 1293 99 1194 0 21955 11563 10392 15577 15561 16 0 28282 27173 1004 105 0 0 1982 1982 17036 9265 7771 PROGRAM EXPENSES 278722 254620 24102 EVENT EXPENSES 19647 19448 199 MISCELLANEOUS 737 737 0 1493970 1276462 129106 88402 33472 1777704 1082013 0 0 1362 0 0 0 0 0 16710 4989 18468 14410 5540 4058 0 0 0 0 77390 77686 1216487 1864437 98158 33566 31988 27258 130146 60824 X 373506 406511 711732 1395999 1103 1103 1086341 1803613 1216487 1864437 724107 -1264 -5571 X false true X true false X 353477 865911 2321482 1611763 2057203 7209836 0 0 353477 865911 2321482 1611763 2057203 7209836 0 7209836 855 3511 729 3348 3308 11751 0 0 7221587 185212 0.99840 0.98350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1103 1103 23641 22538 1103 23641 23641 23641 23641 23641 23641 1.00000 false false false 9697 6788 2909 8471 7322 1149 300 300 4058 2216813 -1264 -1264 2218077 2218077 1493970 1493970 1493970 Part V, Line 4: Intended uses of the endowment fund. SUPPORT PROGRAM ACTIVITIES false HOPE AWARDS 41527 41527 1223 8676 10483 7264 41527 41527 1223 8676 10483 7264 27646 13881 INSTRUMENTS 10 15270 FMV FOOD 29 18007 FMV OTHER 7 2103 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process A PDF OF THE 990 WILL BE SENT TO EACH MEMBER VIA EMAIL FOR REVIEW. AN APPROPRIATE AMOUNT OF TIME WILL BE PROVIDED FOR REVIEW AND DISCUSSION. THE BOARD'S FINANCE COMMITTEE WILL VOTE TO APPROVE THE 990 PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANY OFFICER DIRECTOR OR EMPLOYEE OF THE ORGANIZATION HAS A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLIECTS OF INTEREST TO THE BoaRD OF DIRECTORS.THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD OF DIRECTORS MEETING BEFORE THE ELECTIONS. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, AFTER DISCLOSURE OF MATERIAL FACTS ARE PRESENTED, AND AFTER DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF 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 OF INTEREST IS DETERMINED, THE INTERESTED PERSON MAY MAKE A PRESENTATION. THE PRESIDENT OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION COULD OBTAIN WITH RESONABLE 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management 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. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE PRINCIPAL OFFICE OF THE ORGANIZATION LOCATED AT 1330 STATE STREET, SUITE 201, SANTA BARBARA, CA 93101, MONDAY - FRIDAY DURING THE HOURS OF 10AM - 4PM. THE 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST.