2015-05-11T14:29:30-05:00 2014-06-30 952835976 MACFARLANE FALETTI & CO LLP 115 E MICHELTORENA ST 200 SANTA BARBARA CA 93101 990 2013-07-01 770071544 SANTA BARBARA EDUCATION FOUNDATION SANT 8052849125 1330 STATE STREET NO 201 SANTA BARBARA CA 93101 CRAIG PRICE BOARD PRESIDENT 8052849125 2015-05-05 1 GAIL H ANIKOUCHINE P00161999 8059664157 2013 2016-02-25 16:41:14Z CRAIG PRICE 1330 STATE STREET NO 201 SANTA BARBARA CA 93101 2502770 0 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. 16 16 22 30 0 0 865911 2348117 71399 138838 3511 729 20866 -1535 961687 2486149 163135 0 0 0 439033 761373 0 0 55258 162080 1166087 764248 1927460 197439 558689 576252 1214403 17675 183491 558577 1030912 TO PROMOTE COMMUNITY INVESTMENT IN PUBLIC EDUCATION TO ENSURE EQUITY AND ACCESS TO AN INNOVATIVE, WORLD-CLASS EDUCATION FOR EVERY STUDENT IN THE SANTA BARBARA UNIFIED SCHOOL DISTRICT. 0 0 1823007 139114 SANTA BARBARA EDUCATION FOUNDATION SERVES AS AN ADVOCATE AND RAISES FUNDS TO SUPPORT SANTA BARBARA UNIFIED SCHOOL DISTRICT'S 22 SCHOOLS TO ENSURE A WELL ROUNDED EDUCATION (INCLUDING ARTS AND MUSIC) FOR ALL 16,000 STUDENTS. THE FOUNDATION ALSO SUPPORTS EARLY CHILDHOOD EDUCATION, PARENT EDUCATION, VIOLENCE PREVENTION, MENTORING AND TUTORING, AND THE SUMMER LEARNING "GET AHEAD PROGRAM" FOR 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. 1823007 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 22 0 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BLUE ISLE BOOKKEEPING 8059653314 215 W FIGUEROA STREET SANTA BARBARA CA 93101 CRAIG PRICE PRESIDENT 1.00 X X 0 0 0 TISH GAINEY VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM MACFADYEN SECRETARY 1.00 X X 0 0 0 ANDREW PENSO TREASURER 1.00 X X 0 0 0 SUSAN CASE MEMBER 1.00 X 0 0 0 DENICE FELLOWS MEMBER 1.00 X 0 0 0 VICTORIA JUAREZ MEMBER 1.00 X 0 0 0 JACQUELINE REID MEMBER 1.00 X 0 0 0 FRANK STEVENS MEMBER 1.00 X 0 0 0 SALLY TANNENBAUM MEMBER 1.00 X 0 0 0 DAWN ZIEMER MEMBER 1.00 X 0 0 0 ROY FUENTES MEMBER 1.00 X 0 0 0 SALVADOR GUERENA MEMBER 1.00 X 0 0 0 BRIAN ROBINSON MEMBER 1.00 X 0 0 0 DAVID GRANT MEMBER 1.00 X 0 0 0 LYNN RODRIGUEZ MEMBER 1.00 X 0 0 0 MARGIE YAHYAVI EXECUTIVE DIRECTOR 40.00 X 72500 0 0 72500 0 0 0 0 0 0 0 26135 7230 2314752 24715 2348117 ADMINISTRATION FEES 611710 69788 69788 REGISTRATION FEES 611600 69050 69050 138838 729 729 14810 26135 16621 -1811 -1811 276 0 276 276 2486149 139114 0 -1082 X 73000 40091 18309 14600 586232 554186 32046 40449 40429 20 61692 55614 1713 4365 12510 4110 8400 429393 428497 721 175 4130 3855 275 22823 12997 5934 3892 8362 342 8020 1836 1836 950 625 145 180 1430 1430 16274 12046 4228 PROGRAM SPECIFIC EXPENS 668379 668379 1927460 1823007 49195 55258 31109 18119 465598 853293 245000 2969 3353 9995 17968 12919 6529 5049 69663 79978 576252 1214403 17675 73607 49402 0 60482 17675 183491 X 279770 308596 277704 721213 1103 1103 558577 1030912 576252 1214403 X 558689 500 -96312 9458 X 0 1 X 1 0 X 584220 490048 353477 865911 2321482 4615138 584220 490048 353477 865911 2321482 4615138 780797 3834341 3809 872 855 3511 729 9776 50 9979 3791 71401 85221 4710135 255477 0.81410 0.80140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23641 23641 23641 23641 23641 23641 23641 23641 23641 23641 0.95000 0.05000 0 0 9697 4848 4849 7971 7771 200 300 300 0 5049 BENEFICIAL INTEREST IN ASSET HELD BY OTHERS 79121 DEPOSITS 857 79978 ACCRUED WAGES AND RELATED LIABILITIES 60482 60482 X 2496107 500 9458 9958 2486149 0 2486149 1927460 0 1927460 0 1927460 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT IS INVESTED INTO PERPETUITY, THE EARNINGS FROM WHICH SUPPORT OPERATIONS. PART X, LINE 2: AT JUNE 30, 2014, NOR FOR ANY YEAR FOR WHICH THE STATUTE IS OPEN, THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSET HELD BY OTHERS 9,458. HOPE AWARDS 40945 26135 14810 3503 5790 7328 40945 26135 14810 3503 5790 7328 16621 -1811 FORM 990, PART VI, SECTION B, LINE 11 A PDF DRAFT 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, SECTION B, LINE 12C ANY OFFICER, DIRECTOR OR EMPLOYEE OF THE ORGANIZATION HAS A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD OF DIRECTORS MEETING BEFORE ANY NEW ELECTIONS. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, AFTER DISCLOSURE OF ALL 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 CHAIRPERSON 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 REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITIY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARY RANGES FOR ALL POSITIONS ARE DEVELOPED AND REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD AND ARE APPROVED BY THE BOARD. SUBSTANTIATION OF THE DELIBERATION AND DECISION IS RECORDED AND KEPT ON FILE. FOR ALL EMPLOYEES, COMPENSATION IS BASED ON A NUMBER OF FACTORS WHICH INCLUDE JOB DESCRIPTION COMPARED TO CURRENT JOB DESCRIPTION, FEEDBACK FROM COMMUNITY PARTNERS, AREAS OF CONCERN AND OBSERVATION, MERIT-BASED SALARY ADJUSTMENTS AND COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT 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. FORM 990, PART IX, LINE 11G EDUCATION RELATED SERVICES: PROGRAM SERVICE EXPENSES 427,653. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 427,653. COMPUTER/WEBSITE CONSULTING: PROGRAM SERVICE EXPENSES 844. MANAGEMENT AND GENERAL EXPENSES 721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,565. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 84. TOTAL EXPENSES 84. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 91. TOTAL EXPENSES 91. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSET HELD BY OTHERS 9,458. EXECUTIVE COMMITTEE THE FOUNDATION'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS AND OTHER FOUNDATION BOARD MEMBERS AS MAY BE SELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE MEETS AT THE CALL OF THE PRESIDENT OR ANY TWO EXECUTIVE COMMITTEE MEMBERS TO CONDUCT THE AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY THE LAW. THE EXECUTIVE COMMITTEE MET SEVEN TIMES DURING FISCAL YEAR 2014.