SANTA BARBARA BOWL FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA BOWL FOUNDATION (EIN 95-3618955)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349305254
- Schema version
- 2014v5.0
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T12:42:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952835976 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACFARLANE FALETTI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 E MICHELTORENA ST 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953618955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA BOWL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8059627411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 NORTH MILPAS STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI STATHIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8059627411 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAIL H ANIKOUCHINE | PreparerPersonNm |
| PTIN | P00161999 | PTIN |
| Phone | 8059664157 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATTI STATHIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 NORTH MILPAS STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,302,907 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBBOWL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO MANAGE, MAINTAIN, AND RENOVATE THE SANTA BARBARA BOWL, A HISTORIC OUTDOOR CONCERT VENUE.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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 122 | TotalVolunteersCnt |
| Total Gross UBI | $113,520 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,106 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,699,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,921,127 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,340,890 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,527,073 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $540,740 | PYOtherRevenueAmt |
| CY Other Revenue | $627,282 | CYOtherRevenueAmt |
| PY Total Revenue | $5,586,265 | PYTotalRevenueAmt |
| CY Total Revenue | $4,081,030 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $72,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $148,955 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $839,599 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $892,697 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $257,131 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $74,258 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $390,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,506,259 | PYOtherExpensesAmt |
| CY Other Expenses | $3,064,170 | CYOtherExpensesAmt |
| PY Total Expenses | $3,675,489 | PYTotalExpensesAmt |
| CY Total Expenses | $4,180,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,910,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$99,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,578,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,440,554 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $876,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $837,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,702,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,602,968 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,113,403 | ExpenseAmt |
| Revenue | $1,534,925 | RevenueAmt |
| Desc | 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, HOSTING APPROXIMATELY 30 SHOWS AND OVER 100,000 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 EDUCATION OUTREACH PROGRAMMING AND ENDOWMENT TO PROVIDE NEED-BASED SUPPORT, RESOURCES, AND ADVOCACY TO MUSIC AND PERFORMING ARTS EDUCATION PROGRAMS BENEFITING LOCAL SCHOOL CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $268,672 | ExpenseAmt |
| Grant | $148,955 | GrantAmt |
| Desc | EDUCATION OUTREACH PROGRAM: THE SANTA BARBARA BOWL FOUNDATION IS A RESPECTED FUNDER AND PARTNER IN THE PERFORMING ARTS EDUCATION COMMUNITY IN THE GREATER SANTA BARBARA AREA, REACHING APPROXIMATELY 20,000 SCHOOLCHILDREN ANNUALLY. ITS PROGRAMS INCLUDE SUPPORTING THE ARTS COMMUNITY BY PROVIDING NEED-BASED SUPPORT TO 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 EDUCATION OUTREACH PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,382,075 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTI STATHIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059658117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 ANACAPA STREET FIRST FLOOR | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL DORE | ||||||
| PRESIDENT | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG FAULKNER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $198 | $0 | $0 |
| PATTI STATHIS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $250 | $0 | $0 |
| GRAHAM SCOTT FARRAR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRIE BERGMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRETT BURKEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLA NICHOLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC LASSEN | ||||||
| DIRECTOR | 20.00 | Yes (X) | $60,000 | $0 | $0 | |
| GEORGE SHORT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GINNI DREIER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF JACOBS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI KARI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANNE PARTRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MENDOZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $68,745 | $0 | $0 | |
| MONTE BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KELTY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY STAHL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROD HARE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAD SMYTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOBE PLOUGH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY BARELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BOLLER | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $143,616 | $0 | $15,391 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $272,809 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,391 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIANI BUILDING CORPORATION | |||||
| PO BOX 5757 | SANTA MARIA | CA | 93456 | BUILDING CONTRACTOR | $3,156,420 |
| MILLER EVENT MANAGEMENT | |||||
| 3563 SUELDO ST SUITE S | SAN LUIS OBISPO | CA | 93401 | SECURITY | $360,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $186,620 | MembershipDuesAmt |
| All Other Contributions | $1,734,507 | AllOtherContributionsAmt |
| Total Contributions | $1,921,127 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS SHOW PROCEEDS | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $1,527,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,527,073 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,527,073 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,098 | TotalRevenueColumnAmt |
| Exclusion | $1,098 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,500,000 | SecuritiesAmt |
| Other | $4,600 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,498,490 | SecuritiesAmt |
| Other | $1,660 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,510 | SecuritiesAmt |
| Other | $2,940 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,450 | TotalRevenueColumnAmt |
| Exclusion | $4,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,227,637 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $721,727 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $505,910 | TotalRevenueColumnAmt |
| Exclusion | $505,910 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $113,520 | $113,520 | |
| MISC REIMBURSEMENTS | 900099 | $7,852 | $7,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $121,372 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,081,030 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,534,925 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $113,520 | UnrelatedBusinessRevenueAmt |
| Exclusion | $511,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,955 | TotalAmt |
| Program Services | $148,955 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,453 | TotalAmt |
| Program Services | $135,154 | ProgramServicesAmt |
| Management And General | $16,349 | ManagementAndGeneralAmt |
| Fundraising | $7,950 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,266 | TotalAmt |
| Program Services | $386,366 | ProgramServicesAmt |
| Management And General | $58,323 | ManagementAndGeneralAmt |
| Fundraising | $142,577 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,069 | TotalAmt |
| Program Services | $20,057 | ProgramServicesAmt |
| Management And General | $2,907 | ManagementAndGeneralAmt |
| Fundraising | $6,105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,196 | TotalAmt |
| Program Services | $42,915 | ProgramServicesAmt |
| Management And General | $6,220 | ManagementAndGeneralAmt |
| Fundraising | $13,061 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,713 | TotalAmt |
| Program Services | $37,752 | ProgramServicesAmt |
| Management And General | $5,471 | ManagementAndGeneralAmt |
| Fundraising | $11,490 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198 | TotalAmt |
| Management And General | $198 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,122 | TotalAmt |
| Management And General | $39,122 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,258 | TotalAmt |
| Fundraising | $74,258 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,201 | TotalAmt |
| Program Services | $859,252 | ProgramServicesAmt |
| Fundraising | $19,949 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,240 | TotalAmt |
| Program Services | $129,240 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,331 | TotalAmt |
| Program Services | $5,099 | ProgramServicesAmt |
| Management And General | $69,592 | ManagementAndGeneralAmt |
| Fundraising | $2,640 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,929 | TotalAmt |
| Management And General | $39,703 | ManagementAndGeneralAmt |
| Fundraising | $4,226 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,010 | TotalAmt |
| Program Services | $175,935 | ProgramServicesAmt |
| Management And General | $18,050 | ManagementAndGeneralAmt |
| Fundraising | $9,025 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,258 | TotalAmt |
| Program Services | $6,629 | ProgramServicesAmt |
| Management And General | $6,629 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,461 | TotalAmt |
| Program Services | $782,392 | ProgramServicesAmt |
| Management And General | $92,046 | ManagementAndGeneralAmt |
| Fundraising | $46,023 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,832 | TotalAmt |
| Program Services | $95,820 | ProgramServicesAmt |
| Management And General | $1,617 | ManagementAndGeneralAmt |
| Fundraising | $3,395 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OTHER SHOW EXPENSES | $254,524 | $254,524 | |
| BUILDING & GROUNDS MAIN | $187,150 | $187,150 | |
| EDUCATIONAL OUTREACH | $86,435 | $86,435 | |
| DONOR CULTIVATION | $43,925 | $43,925 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,554 | TotalAmt |
| Program Services | $28,400 | ProgramServicesAmt |
| Management And General | $50,844 | ManagementAndGeneralAmt |
| Fundraising | $6,310 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,180,080 | TotalAmt |
| Program Services | $3,382,075 | ProgramServicesAmt |
| Management And General | $407,071 | ManagementAndGeneralAmt |
| Fundraising | $390,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,230 | BOYAmt |
| EOY | $36,289 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584,453 | BOYAmt |
| EOY | $3,256,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,821,335 | BOYAmt |
| EOY | $1,907,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,624 | BOYAmt |
| EOY | $11,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,121,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,900,228 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,495,799 | BOYAmt |
| EOY | $32,221,378 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,598,914 | BOYAmt |
| EOY | $1,999,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,252 | BOYAmt |
| EOY | $6,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,578,607 | BOYAmt |
| EOY | $39,440,554 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,323 | BOYAmt |
| EOY | $464,586 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,266 | BOYAmt |
| EOY | $373,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,589 | BOYAmt |
| EOY | $837,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,290,221 | BOYAmt |
| EOY | $37,301,243 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,264,297 | BOYAmt |
| EOY | $1,004,075 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,500 | BOYAmt |
| EOY | $297,650 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,702,018 | BOYAmt |
| EOY | $38,602,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,578,607 | BOYAmt |
| EOY | $39,440,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$99,050 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,210,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,280,157 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,356,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,699,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,040,835 | CurrentTaxYearAmt |
| Total | $17,587,501 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,676,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,349,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,380,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,341,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,032,983 | CurrentTaxYearAmt |
| Total | $10,780,327 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,886,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,629,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,736,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,041,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,073,818 | CurrentTaxYearAmt |
| Total | $28,367,828 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $554,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,035,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $1,684,690 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $328,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $891,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,698,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,177 | CurrentTaxYearAmt |
| Total | $6,406,681 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $372,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,445,852 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,729,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,185,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,177 | CurrentTaxYearAmt |
| Total | $8,091,371 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,276,457 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098 | CurrentTaxYearAmt |
| Total | $6,892 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098 | CurrentTaxYearAmt |
| Total | $6,892 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,736 | CurrentTaxYearMinus1YearAmt |
| Total | $20,422 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,894,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,638,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,740,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,046,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,074,916 | CurrentTaxYearAmt |
| Total | $28,395,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69430 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,922,187 | BeginningYearBalanceAmt |
| Contributions | $343,223 | ContributionsAmt |
| Investment Earnings Or Losses | $4,162 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,269,572 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,256,278 | BeginningYearBalanceAmt |
| Contributions | $1,044,271 | ContributionsAmt |
| Investment Earnings Or Losses | $4,792 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,383,154 | OtherExpendituresAmt |
| End Year Balance | $2,922,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,102,071 | BeginningYearBalanceAmt |
| Contributions | $4,710,798 | ContributionsAmt |
| Investment Earnings Or Losses | $3,556 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,560,147 | OtherExpendituresAmt |
| End Year Balance | $6,256,278 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,714,000 | BeginningYearBalanceAmt |
| Contributions | $2,936,168 | ContributionsAmt |
| Investment Earnings Or Losses | $1,274 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,549,371 | OtherExpendituresAmt |
| End Year Balance | $6,102,071 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,060,554 | BeginningYearBalanceAmt |
| Contributions | $719,624 | ContributionsAmt |
| Investment Earnings Or Losses | $2,446 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,068,624 | OtherExpendituresAmt |
| End Year Balance | $4,714,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,188,102 | OtherCostOrOtherBasisAmt |
| Book Value | $1,188,102 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,806,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,128,141 | DepreciationAmt |
| Book Value | $27,678,456 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,892,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $963,070 | DepreciationAmt |
| Book Value | $2,929,921 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,162,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $764,062 | DepreciationAmt |
| Book Value | $398,781 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,073 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,955 | DepreciationAmt |
| Book Value | $26,118 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,221,378 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,802,757 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,802,757 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$721,727 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$721,727 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,081,030 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,901,807 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $721,727 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $721,727 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,180,080 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,180,080 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | APPROXIMATELY 99% OF THE BOARD DESIGNATED ENDOWMENT IS FOR MAINTENANCE AND IMPROVEMENT OF THE FACILITY; THE BALANCE IS TO SUPPORT THE FOUNDATION'S EDUCATION OUTREACH PROGRAM. THE PERMANENT ENDOWMENT IS TO SUPPORT THE FOUNDATION'S EDUCATIONAL OUTREACH PROGRAM. |
| PART X, LINE 2: | THE FOUNDATION IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2014, OR FOR ANY YEAR WHICH THE STATUTE REMAINS OPEN. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONCESSION EXPENSES NOT NETTED ON FINANCIAL STATEMENTS -721,727. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONCESSION EXPENSES NOT NETTED ON FINANCIAL STATEMENTS 721,727. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KELLOGG ORGANIZATION INCGOODMAN & CO LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 E SPEER BLVD 100-D | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING COUNSEL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $751,945 | GrossReceiptsAmt |
| Retained By Contractor | $50,258 | RetainedByContractorAmt |
| Net To Organization | $701,687 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $751,945 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $50,258 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $701,687 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NOTES FOR NOTES INC | |||||||
| PO BOX 90632 | SANTA BARBARA | CA | 93190 | 204875556 | 501C3 | $30,000 | EDUCATION OUTREACH GRANT |
| LOBERO THEATRE FOUNDATION | |||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | 951831068 | 501C3 | $5,000 | EDUCATION OUTREACH GRANT |
| SANTA BARBARA DANCE INSTITUTE | |||||||
| 1330 STATE ST 207 | SANTA BARBARA | CA | 93101 | 264255635 | 501C3 | $12,500 | EDUCATION OUTREACH GRANT |
| SANTA BARBARA CHILDREN'S CHORUS | |||||||
| PO BOX 3305 | SANTA BARBARA | CA | 93130 | 770329835 | 501C3 | $10,000 | EDUCATION OUTREACH GRANT |
| ART WITHOUT LIMITS | |||||||
| 816 CHELHAM WAY | SANTA BARBARA | CA | 93108 | 770050060 | 501C3 | $7,500 | EDUCATION OUTREACH GRANT |
| AHA ATTITUDE HARMONY ACHIEVEMENT | |||||||
| 1209 DE LA VINA ST | SANTA BARBARA | CA | 93101 | 204418873 | 501C3 | $6,500 | EDUCATION OUTREACH GRANT |
| JENSEN MUSIC FOUNDATION | |||||||
| 2830 DE LA VINA ST | SANTA BARBARA | CA | 93105 | 462588327 | 501C3 | $15,000 | EDUCATION OUTREACH GRANT |
| CHILDREN'S CREATIVE PROJECT | |||||||
| 3970 LA COLINA RD STE 9 | SANTA BARBARA | CA | 93110 | 237439807 | 501C3 | $6,500 | EDUCATION OUTREACH GRANT |
| EVERYBODY DANCE NOW | |||||||
| 2447 CALLE LINARES | SANTA BARBARA | CA | 93109 | 452107249 | 501C3 | $11,855 | EDUCATION OUTREACH GRANT |
| PICKLEBERRY PIE INC | |||||||
| 305 DICKENS WAY | SANTA CRUZ | CA | 95064 | 770236666 | 501C3 | $11,600 | EDUCATION OUTREACH GRANT |
| GIRLS ROCK SB | |||||||
| 1522 EUCALYPTUS HILL RD B | SANTA BARBARA | CA | 93103 | 460687975 | 501C3 | $17,500 | EDUCATION OUTREACH GRANT |
| SANTA BARBARA SYMPHONY | |||||||
| 1330 STATE ST 102 | SANTA BARBARA | CA | 93101 | 952104089 | 501C3 | $7,500 | EDUCATION OUTREACH GRANT |
| FLAMENCO SANTA BARBARA | |||||||
| PO BOX 30594 | SANTA BARBARA | CA | 93105 | 202176039 | 501C3 | $7,500 | EDUCATION OUTREACH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOWL MAINTAINS ON-GOING COMMUNICATION WITH THE ORGANIZATION AND THE SANTA BARBARA COMMUNITY REGARDING THE EFFECTIVENESS OF THE PROGRAM. THE ORGANIZATION MUST INVOICE THE BOWL AT THE TIME THE PROGRAM IS IMPLEMENTED. UPON COMPLETION, THE ORGANIZATION IS ASKED TO SUBMIT A REPORT TO THE BOWL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BOLLER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $143,616 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,181 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,210 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,007 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| GREG FAULKNER | |||
| DIRECTOR | $198 | THE FOUNDATION USED THE SERVICES OF THE LAW FIRM OF THIS DIRECTOR. THE FOUNDATION FOLLOWED ITS CONFLICT OF INTEREST POLICY AND PROCEDURES. | 0 |
| ERIC LASSEN | |||
| DIRECTOR | $60,000 | THE FOUNDATION HIRED THIS DIRECTOR TO BE THE ONSITE CONSTRUCTION MANAGER. THE FOUNDATION FOLLOWED ITS CONFLICT OF INTEREST POLICY AND PROCEDURES. | 0 |
| MICHAEL MENDOZA | |||
| DIRECTOR | $68,745 | THE FOUNDATION USED THE SERVICES OF THE ELECTRIC COMPANY OWNED BY THE DIRECTOR. THE FOUNDATION FOLLOWED ITS CONFLICT OF INTEREST POLICY AND PROCEDURES. | 0 |
| PATTI STATHIS | |||
| DIRECTOR | $250 | THE FOUNDATION USED THE SERVICES OF THE ACCOUNTING FIRM OF THIS DIRECTOR. THE FOUNDATION FOLLOWED ITS CONFLICT OF INTEREST POLICY AND PROCEDURES. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 4. 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 COMMITTEE MET 3 TIMES DURING THE YEAR. |
| FORM 990, PART VII, GOVERNANCE | THE TOTAL COMPENSATION PAID TO BOARD MEMBERS ERIC LASSEN AND MIKE MENDOZA AND A PORTION OF THE COMPENSATION PAID TO BOARD MEMBER GREG FAULKNER WAS FOR SERVICES RENDERED IN THE CONSTRUCTION AND RENOVATIONS AT THE SANTA BARBARA BOWL AND WERE CAPITALIZED AS LEASEHOLD IMPROVEMENTS. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR FOR SHOWS: PROGRAM SERVICE EXPENSES 859,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 859,252. GRAPHICS DESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 19,949. TOTAL EXPENSES 19,949. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE FOUNDATION APPOINTS AN AUDIT COMMITTEE WHO SELECTS THE INDEPENDENT AUDITOR OF THE FINANCIAL STATEMENTS. THE CHAIR OF THE AUDIT COMMITTEE IS NOT ON THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE AND THE AUDITOR COMMUNICATE DURING THE AUDIT PROCESS; AFTER REVIEW OF THE AUDIT BY THE AUDIT COMMITTEE, THE COMMITTEE SENDS A DRAFT TO THE FINANCE COMMITTEE FOR REVIEW AND LATER PRESENTS THE AUDIT TO THE BOARD FOR APPROVAL. |
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